Blueprint for Update to Merit Position Description 1. Action Justification

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Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
1. Action Justification
Purpose of Action
___ Update Position
___ Reclassify Position
___ Select One
Are you going to fill this position?
___ Yes
___ No
Please summarize the updates being made to the
position description.
(i.e. supervisor information, work location, minor
duty changes, major duty changes, equipment
changes, etc.)
Justification for Action
Other Comments to HR
(Employee or Supervisor comments)
Department Recommendations to HR
Department Comments to HR
(Manager or Department Chair comments)
College/Division Recommendations to HR
College/Division Comments to HR
Contact Person
(person to contact regarding this request if other
than supervisor)
(select from list)
(select from list)
Contact person phone
Contact person email
Page 1 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
2. Current Position Information
The data below is for information only - it cannot be edited.
Position Title
Pay Grade
Job Title
Salary
Job Category
Title Code
Position Information
Position Number
Copied from position number
Base of Employment
(For Merit positions select only E or H)
Number of Months Employed Per Year
Fraction
Primary Employing Department
College or Division
Additional employing department 1
Additional employing department 2
Additional employing department 3
WORK ADDRESS
Where employee will be working, not mailing
address
On Campus
Building (Pick one)
Room
Off Campus Location
City
State
Zip
Work Phone
(xxx-xxx-xxxx)
Supervisor’s name
Supervisor’s title
Supervisor’s work address
Confidential Position
Supervisor’s work phone
Supervisor’s work e-mail
Supervisor's University ID
Account Number(s)
Employees Authorized to Access Position
Description
Page 2 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
(Please select hiring supervisor and any others
who need access to the position description. Those
with department, college or HR access do not need
to be selected.)
Employee who should be able to access this
Position Description
Job Summary
Briefly describe the basic purpose of the position.
(Information entered here will default to the NOV
to be used for recruiting purposes.)
What demonstrable changes in duties
(additions/deletions) have taken place since the
last review of this position?
Delete or Vacate Date
Page 3 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
3. Proposed Title
These cannot be edited
Title Details
Pay Grade
Job Title
Salary
Job Category
Title Code
Page 4 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
4. Position Information
You may save your work at any time by clicking on the View Action Summary or Preview Action
button below and choosing the Save without submitting status option.
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Applicants will see information coded in blue
Position Number
Employee First Name
Employee Middle Name
Employee Last Name
Title Code
Pay Grade
University ID Number
Job Category
* Base of Employment
(For Merit positions select only E or H)
* Number of Months Employed Per Year
* Fraction
* Primary Employing Department
College or Division
Additional Employing Department 1
Additional Employing Department 2
Additional Employing Department 3
WORK ADDRESS
Where employee will be working, not mailing address
On Campus
Building (Pick one)
Room
Off Campus Location
City
State
Zip
Work Phone
(xxx-xxx-xxxx)
* Supervisor's Name
Supervisor's Title
Supervisor's Work Address
Supervisor's Work Phone
(xxx-xxx-xxxx)
* Supervisor's Work Email
Page 5 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
Supervisor's University ID
Account Number(s)
* Employees Authorized to Access
Position Description
(Please select hiring supervisor and any
others who need access to the position
description. Those with department,
college or HR access do not need to be
selected.)
Employee who should be able to access
this Position Description
* Job Summary
Briefly describe the basic purpose of the
position.
(Information entered here will default to
the NOV to be used for recruiting
purposes.)
Current or previous incumbent
Education, Knowledge, Experience
What demonstrable changes in duties
(additions/deletions) have taken place
since the last review of this position?
REQUIRED QUALIFICATIONS
PREFERRED QUALIFICATIONS
Special Qualifications: Please list special
qualifications in addition to required
qualifications for this classification.
Knowledge, skills, and abilities: Describe
specific knowledge, ability, and skill
requirements of this position.
Training: Assuming that a new employee
on this job has the necessary education
and experience to qualify for the position,
what training is necessary to achieve an
acceptable performance level after the
employee is on job?
5. Supervision
To add a new entry, click the Add a New Entry button below. To edit an existing entry, click the Edit
Page 6 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
link. To delete an entry, click the Delete link.
Existing Entries
Job Title
Supervised
Head
Count
Hire
Discipline
Train
Sign
Eval
Termina
te
Assign
Work
Check
Work
Page 7 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
5. Supervision- To Add New Entry
Select Add New Entry Button
Job Title Supervised (Select from the dropdown menu the job title of the employee
being supervised.)
Head Count (Number of people under job
title selected, being supervised.)
FTE (Full Time Equivalent – Example: Two
employees who work half time represent 1
FTE)
Hire (Are you responsible for making the
hiring decision for this positions?)
Discipline (Are you responsible for
enforcing adherence to work rules,
policies, and performance expectations?)
Sign Evaluation (Do you conduct and sign
the performance evaluation form for this
employee?)
Terminate (Do you have the authority to
terminate employment of this employee?
Train (Are you responsible for teaching the
skills needed to do this job?)
Assign work (Do you assign daily tasks to
this employee?)
Check Work (Do you make sure the
employee’s job is done according to
performance expectations?)
(select from list)
_yes
_no
_yes
_no
_yes
_no
_yes
_no
_yes
_no
_yes
_no
_yes
_no
Page 8 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
6. Complexity
Please indicate total percent of time spent
supervising
Describe the nature of your responsibility for
money, machines, equipment, supplies.
What loss can occur through an honest error?
Losses include both dollar outlays and nonmonetary or human considerations.
Records and reports: What records or reports do
you prepare which require you to gather, analyze,
and summarize data?
What is the source of the data for the records or
reports?
Does the position require work knowledge
beyond the duties of this job? If so, state
examples below.
Work in own department:
Work in other departments:
University policies:
Are externally imposed deadlines a routine part of
the duties of this position excluding those
established by one's supervisor or department
head? If so, give illustration.
Is responding to questions and problems on an
immediate basis a regular daily aspect of this
position? Give specific examples.
Checking of Incumbent's Work: How, by whom,
and with what frequency is your work inspected,
checked or verified?
Page 9 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
7. Personal Interaction
To add a new entry, click the Add a New Entry button below. To edit an existing entry, click the Edit
link. To delete an entry, click the Delete link.
Existing Entries
Group
Purpose
Frequency
Page 10 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
8. Equipment/Software
To add a new entry, click the Add a New Entry button below. To edit an existing entry, click the Edit
link. To delete an entry, click the Delete link. “Percentages of Time During Average Day” field do NOT
have to equal 100%.
Existing Entries
__ Records
Equipment/
Software
% of
Time
Essential?
Why Essential
Page 11 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
9. Proposed Job Duties
On this screen, please list in detail, the job functions and duties assigned to this position and estimate
the percentage of time given to each function. Percentages must add up to 100%.
To add a new entry, click the Add a New Entry button below. To edit an existing entry, click the Edit
link. To delete an entry, click the Delete link.
Existing Entries
Total Percent of Time: ___
___ Records
Essential
Duty
Duties
% of
Time
Yes
Other duties as assigned
5
Page 12 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
10. Other Essential Functions
Describe the working conditions of your job,
including any unpleasant features like heat,
cold, exposure to chemical substances, etc.
Take into consideration lighting, temperature
extremes, noise or air pollution, work hazards
and the possibility of disease. Describe the
amount of physical dexterity of hand
operations or other coordinated motions
which the job regularly requires, e.g.
eye/hand coordination in operating a
keyboard or manual dexterity and exactness
in the use of hand instruments.
*There will be a checklist that follows. With
the headings; Lift, Pull/Push Activity, Physical
Requirements, Physical Surroundings and
Hazards. You are not required to fill it in;
rather you can use it as a guide to help
include physical activities, characteristics and
work environments that could be applicable.
Page 13 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
11. Documents
___ Records
Attach /
Remove
Document Type
Attached Document
View
Document
Memo
Organizational Chart
Personnel Planning Tool/Pre-Hire Approval
Page 14 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
12. Vacancy Information
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Applicants will see information coded in blue
HIRING RESOURCES INCLUDING CHECKLISTS
*Required information is denoted with an asterisk.
Would you like to have a guest user for this
NOV?
If yes, provide a password of at least 6
characters
Are you advertising as a series (multiple
classifications)?
Number of Vacancies
If applicable, additional position numbers to
be used
Advertisement
Advertised Title
Advertised Employing Department
*Appointment Type
Proposed Start Date
Proposed End Date for Term or Temporary
Positions
Hours/Days or Work (Merit Only)
Number of hours/week (Merit Only)
Shirt (Merit Only)
Salary
Special Conditions
Applications Instructions
Pass Message
Fail Message
To ensure consideration, submit application
by:
Web End Date
Location (if other than Ames)
Recruitment
Type of Advertisement
Rationale for Waiving Advertisement
For waiver, name of intended hire(s)
Page 15 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
12. Vacancy Information
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Applicants will see information coded in blue
HIRING RESOURCES INCLUDING CHECKLISTS
*Required information is denoted with an asterisk.
Recruitment Planning
List of recruiting resources that you intend
to use to advertise the vacancy.
Indication which specific website, placement
office, trade journal, newspaper or other
resource that you intend to use.
Type of Application
___ ISU Employee
___ Website (other than ISU Employment Opportunities)
___ Placement Office
___ Trade Journal
___ Newspaper
___ Other
___ Employment Application with Education & Work History
___ Employment Application
Documents which can be associated with
this posting
___ Resume/Curriculum Vitae
___ Letter of Application/Cover Letter
___ Reference Contact Information
___ Statement of Career Goals
___ Statement of Teaching and/or Research Interests
___ Other Document(s)
___ Other Document(s)
___ Other Document(s)
Documents that must be associated with
this posting
___ Resume/Curriculum Vitae
___ Letter of Application/Cover Letter
___ Reference Contact Information
___ Statement of Career Goals
___ Statement of Teaching and/or Research Interests
___ Other Document(s)
___ Other Document(s)
___ Other Document(s)
Background Check
Required for vacancies posted 7/1/09 or later.
When would you like to conduct the
background check?
If other, explain:
What type of background check would you
like to conduct?
Descriptions and Costs of Background
Checks
Page 16 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
12. Vacancy Information
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Applicants will see information coded in blue
HIRING RESOURCES INCLUDING CHECKLISTS
*Required information is denoted with an asterisk.
Note: Administrative positions (chairs,
directors, deans and higher) require a credit
check per the Employment Verification and
Background Checks policy.
Rationale for a credit check:
13. Screening Questions
You may create questions that will be asked of each applicant as a supplement to their application. A
closed ended question may be used as a disqualifying question or the answers may be assigned points
in order to rank applicants. Questions? Email Recruitment & Employment or call 515-294-4800 or Toll
Free: 1-877-477-7485.
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Page 17 of 18
Blueprint for Update to Merit Position Description
Updated 05/01/2012
*Required information is denoted with an asterisk.
14. Points for Screening Questions
If you created a closed ended question in the previous section, you may assign points to the answers.
You may also designate an answer as a disqualifying answer.
Questions? Email Recruitment & Employment or call 515-294-4800 or Toll Free: 1-877-477-7485.
Tabs with checkmarks contain fields that will populate the Notice of Vacancy.
Open-ended questions will not be visible on this tab, but will be visible on the summary page.
15. Next Reviewer
When starting an action, select the first approver's name from the drop down list, click on the View Action
Summary or Preview Action box and send the action to the next approver. If you are an approver in the approval
chain, add your initials and any comments in the box below, select the next approver's name from the drop
down list, click on the View Action Summary or Preview Action box and send the action to the next approver. To
route to HR, add your initials and any comments in the box below, click the View Action Summary/Preview
Action button and select action status of Submit for HR Review.
Next Approver
Approver Initials and Notes
Page 18 of 18
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