SES/U, WAVE 7 & THE QUESTIONNAIRE Training Document for Employees and Managers May/June 2011 PURPOSE OF JOINT TRAINING SESSION • Provide information to help Wave 7 Employees and Managers participate effectively in SES/U process • Key task – Employees and Managers to accurately complete the Job Evaluation Questionnaire (QSD) which is used to evaluate your position in the new job evaluation system PURPOSE OF TRAINING • University and Union want to make sure you have the help you need to understand the new system and how it affects employees and managers • The bedrock of the new system is accurate, consistent and bias free job information • Questions are most welcome SES/U Process – Why Implemented • After Union’s certification, University and Union decided to establish new job evaluation system to provide for pay equity and internal equity • Over period since 2000, jointly negotiated SES/U system and based on questionnaires distributed to Waves 1-5 in 2007, negotiated now ratified April 8, 2011 settlement. • New system very different from the past. • Job classes were created and rated and grouped into twenty point bands with salary ranges. • Appendix 11 - The Finalization Protocol provides for the Wave 7 process WHO IS IN WAVE 7? • Positions in Waves 1-6 which have been reclassified since 2007 • New positions that have been created since 2007 • Positions where there are reclassification requests prior to the implementation of the system on June 1, 2011 FUNDAMENTAL CONCEPTS – JOB EVALUATION • Long standing human resource practice • Systematic analysis and relative valuing of jobs to ensure work being performed by employees is classified and paid on consistent and fair basis • Based on collecting job content and then rating content based on objective and measurable factors • Resulting hierarchy is then used to determine classification and salary range FUNDAMENTAL CONCEPTS Pay Equity The 1988 Pay Equity Act requires the University working with Local 1998 to pro-actively ensure compensation practices are free of gender bias. • Male and female job classes are compared on basis of: skill, effort, responsibility and working conditions • Requires traditional job evaluation systems to be modified to ensure “gender neutral” • “Point factor” systems like SES/U generally used to ensure fair and consistent evaluation process PAY EQUITY OBLIGATIONS • Pay Equity plan must be negotiated with the bargaining agent • Obligation to maintain Pay Equity • Need for on-going vigilance re gender bias MAKING VISIBLE AND VALUING WOMEN’S AND MEN’S WORK • Historical Undervaluing of Women’s Work • Pay equity analysis required to eliminate traditional systemic discrimination in the value and compensation of women’s work • Historically, work done by women was not fully captured or valued by job comparison systems • Missing and overlooked work must be collected and factors must fairly reflect women’s and men’s work. • SES/U was developed to address these problems PAY EQUITY RESOURCES • Pay Equity Commission (PEC)– see www.payequity.gov.on.ca for training materials, including: • PEC “Commonly Overlooked Features of Work”, and • PEC “Glossary to Active Verbs” Also on USW 1998 website SES/U PROCESS • SES/Factors and Weighting • Union and University agreed to SES/U Factors and weighting to reflect values of University community. • Each SES/U factor has an introductory summary paragraph and then sets out the different levels of that factor which scale up from lowest to highest. SES/U PROCESS Collecting Job Class Content • Job content collected for each position through use of: – Job Descriptions; and – A jointly developed Job Analysis Questionnaire (QSD) that provides the information required for the SES/U factor analysis SES/U PROCESS • Job Classes Created • Based on job content, positions were grouped into Job Classes based on definition in the Pay Equity Act - similar duties, responsibilities and qualifications and similar salary range • Purpose is to group similar positions together as a job class so that they can be evaluated and compared. SES/U PROCESS Gender Predominance • Job Classes were then determined to be male, female or neutral as defined by the Pay Equity Act SES/U PROCESS Rating and Banding • The job classes were rated - Union and University agreed to appropriate level for job class for each factor based on job content • Ratings result in a total numeric ‘score’ based on weightings of factors • Job classes were then grouped into twenty point bands of comparable value • Those bands were then assigned a salary range SES/U PROCESS Getting to Pay Equity and Internal Equity • Through use of proportional value based on regression analysis, male pay line developed • As required by PEA, female job classes below this pay line were raised to the line • To achieve internal equity, neutral and male job classes were also raised to the line WHAT ARE THE SES/U SUB-FACTORS AND WEIGHTING? • • • • • • Previous Education (11%) Previous Experience (11%) Interaction Skills (8%) Movement Skills (6%) Decision Making (11%) Responsibility for Information (9%) • • • • Responsibility for Materials, Equipment & Outcomes (9%) Responsibility for the Safety of Others (3%) Financial Responsibility (8%) Responsibility to Manage or Direct Others (8%) SUB-FACTORS AND WEIGHTING (CONT’D) • Mental Effort (5%) • Physical Effort (4%) • Temperature, Noise and other Environmental Conditions (1%) • Hazards (2%) • Stress (2%) • Work Interruptions and Distractions (1%) • Social Disruption required by Work Schedule (1%) WHY IS QUESTIONNAIRE SO IMPORTANT? • Job Descriptions do not provide all of the necessary information • SES/U Questionnaire gathers job content based on each of 17 SES/U factors • This provides consistent information allowing raters to choose the appropriate subfactor level for the job class SES/U QUESTIONNAIRE • Pay equity law encourages use of employee questionnaire. • QSD goes beyond job description to ask detailed questions, eg. how work is done, how decisions are made, the nature and purpose of various interactions etc. • By ensuring consistent information available for all positions, it minimizes tendency to over or under describe work. QUESTIONNAIRE FORMAT • Electronic questionnaire – do not submit in paper format - if accessibility issues, contact the Union or University. • Includes a field where an employee can indicate disagreement with position title and job description content and a field where managers can include their comments about position title. . ROLE OF EMPLOYEES AND MANAGERS Employees • Considered primary source of job information Managers • Another important source of information RESPONSIBILITIES OF EMPLOYEES AND MANAGERS • Carefully review job description and QSD before completing or commenting on it. • Consider whether job description is accurate reflection of job’s duties and responsibilities. • Ensure QSD accurately describes full scope of job’s tasks and responsibilities. • If Previous QSD Exists, Consider What Has Changed RESPONSIBILITIES OF EMPLOYEES AND MANAGERS • Use Precise Specific Language • Avoid General Terms Such As ‘Assist’ • Use Action Verbs To Describe Duties And Responsibilities (See PEC “Glossary of Active Verbs”) • Work from your own experience about what the job requires • Provide examples to explain what you mean RESPONSIBILITIES OF EMPLOYEES AND MANAGERS • Do not focus on wordsmithing or minor details about how the work is carried out • Seek Assistance If You Have Questions For Steelworkers Local 1998: By Phone (416) 506-9090 or by e-mail at JEC@usw1998.ca For University Central Human Resources: Hanna Rashid at (416) 978-2114 or Tim Snazel at (416) 978-3017 or by email at: hr.jobevaluation@utoronto.ca See the attached link for contact information for all Division HR offices: http://www.hrandequity.utoronto.ca/about/divisional.htm RESPONSIBILITIES OF EMPLOYEES AND MANAGERS • Employees - Complete the questionnaire and do response, if any to manager comments in required time frame. • Managers – Complete response to employee questionnaire in required time frame • Provide Employees Time To Complete Questionnaire (3 Hours) QUESTIONNAIRE TIMELINES FOR EMPLOYEES AND MANAGERS June 1, 2011 – Employees get online access to questionnaire • June 21, 2011 – Employees must complete and submit QSD by this date • July 21, 2011 Managers must respond by this date • July 29, 2011 - Employees must respond to Manager comments by this date SUGGESTIONS FOR EMPLOYEE PREPARATION FOR COMPLETING QSD • Start with Reading the whole QSD, the Factor Language and Job Description • Keep a Job Log using factor headings – see USW 1998 website for template • Review your Calendar and Consider Special Projects or Cyclical Events you work on SUGGESTIONS (CONT’D) • Note down Examples of Work to use in QSD • Keep track of facts and figures such e.g. budget amounts, number of transactions, applications required in position. POSITIONS RECLASSIFIED MORE THAN ONCE • Where position has been reclassified more than once during period, employees will receive email with link to questionnaire to complete for each classified position. • Important to make sure questionnaires refer to duties and responsibilities of each position separately. QUESTIONNAIRE PROCESS • Manager will receive an email 1 to 2 days following the employee’s electronic submission of the completed questionnaire so they know when they can start to review and comment. • Manager then has 4 weeks to review and comment. • Employee then has 1 week to review manager’s comments and add any further comments. • Employees & Managers will receive email reminders to complete or review the questionnaire QUESTIONNAIRE PROCESS • System and Format – Demonstration of the system – Log in, table of contents, examples of factors – Completion and Submission – Help! CONTACT INFORMATION University Central Human Resources: Hanna Rashid at (416) 978-2114 or Tim Snazel at (416) 978-3017 or by email at: hr.jobevaluation@utoronto.ca See the attached link for contact information for all Division HR offices: http://www.hrandequity.utoronto.ca/about/divisional.htm For Steelworkers Local 1998: By Phone (416) 506-9090 or by e-mail at JEC@usw1998.ca CONTACT INFO (Cont’d) • If you experience any technical difficulty accessing or using the Questionnaire, contact: • Nooro Online Research at jecsupport@nooro.com