Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. 1. Action Justification Are you going to fill this position? 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 __ Yes __ No Why has the need for a new position come up (Transfer, volume, etc…) (select from list) (select from list) (person to contact regarding this request if other than supervisor) Contact person phone Contact person email Exempt from P&S policies FLSA Exempt Confidential Position 2. Copy From Other Position Search positions to Copy Position Number Employee First name Supervisor’s Name Primary Employing Department (Select for list) 3. Proposed Title Search Titles to Assign to this Position Job Title (Select for list) Job Category (Select for list) No Yes No This is an area in which you could use an existing PD to duplicate for your current PD. For instance, if hiring more than one candidate into an NOV. Job Title (Select for list) Employee Last Name Title Code (Select for list) (you must complete portion below before you can continue to next Tab.) Title Code (Select for list) Page 1 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *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 *Required information is denoted with an asterisk. Position Number Title Code Pay Grade 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 Supervisor's University ID Account Number(s) * Employees Authorized to Access Position Description (Please select hiring (select from list) (select from list) (select from list) (select from list) (select from list) (select from list) (select from list) (select from list) (select from list) (select from list) Page 2 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *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 *Required information is denoted with an asterisk. 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.) Qualifications * REQUIRED QUALIFICATIONS *These should always match up to the minimum qualifications the position lists under its’ generic job description. PREFERRED QUALIFICATIONS Special Qualifications: Please list special qualifications in addition to require 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 the job? 5. Supervision 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. Page 3 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. Existing Entries Job Title Supervised Head Count Hire 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?) Discipline Train Sign Eval Termina te Assign Work Check Work (select from list) _yes _no _yes _no _yes _no _yes _no _yes _no _yes _no _yes _no Page 4 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *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 non-monetary 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 of 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? 7. Personal Interaction Select Add New Entry Button *Institutional Group *Purpose of Contact *Frequency (select from list) (select from list) 8. Equipment/Software Select Add New Entry Button Page 5 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. *Type of Equipment/Software *Percent of Time During Average Day *Is use of this equipment/software Essential of Non-Essential If essential, please list task frequency and reason for use. (select from list; essential or non-essential) 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:100 Essential Duty? Duties % of Time No Other duties as assigned (This should always be included in the duties.) 5 Add New Entry Button *Required information is denoted with an asterisk. *Is this an essential duty _yes _no *Description of Regularly Performed Duty (Examples are linked) *Percent of Total Time Page 6 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *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 7 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. 11. Documents Attach Memo; Organization Chart, pre-planning tool, etc. A memo could be a paper PD, which is not necessary for creating a new Merit PD. An organizational chart is required. PPT is also required and used to show the action has the support from the entire unit as well as the budget needed. Attach / Document Type Attached Document View Remove Document Memo (optional) Organizational Chart (required) Personnel Planning Tool/Pre-Hire Approval Page 8 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *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 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 (options include; 1, 2, 3, pool) If applicable, additional position numbers to be used Advertisement Advertised Title (select one) Advertised Employing Department Appointment Type (select one) Proposed Start Date Proposed End Date for Term or Temporary Positions Hours/Days of Work (Merit Only) Number of hours/week (Merit Only) Shift (Merit Only) Salary Special Conditions Application Instructions Pass Message Fail Message To ensure consideration, submit application by: Web End Date Location (if other than Ames) Recruitment Type of Advertisement Waiver of Advertisement & Temporary Hires Rationale for Waiving Advertisement Page 9 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. For waiver, name of intended hire(s) Recruitment Planning Affirmative Action Underutilization Information Recruitment Resources List of recruiting resources that you intend to use to advertise the vacancy. Indicate 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 and 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 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 Background Check When would you like to conduct the background check? If other, explain: *Options are: -At interview approval (all finalists) –At hire approval (selected candidate only) -Other What type of background check would you like to conduct? *Options are: -Best practices –Best practices + national sex offender –Best practices with credit – Page 10 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. Credit only –India –Nepal Descriptions and Costs of Background Checks 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. 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. *These should correlate to your preferred qualifications. You can search for existing questions by keyword in PeopleAdmin for ideas. You will have the option of searching for existing questions by Keyword. -Select Add a Question 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, elect 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 Page 11 of 12 Blueprint to Create New Merit Position Description 11/1/2011 This blueprint will assist you in creating a new Merit position description (PD). The numbered headers correspond to the red tabs in PeopleAdmin. Because not all tabs are needed, not all of them are included in this blueprint. *Required information is denoted with an asterisk. the View Action Summary/Preview Action button and select action status of Submit for HR Review. Next Approver Approver Initials and Notes Page 12 of 12