1 Participants expectation 2 Basics of job evaluation The same way you would compare fruit such as apples to oranges… Each fruit has certain characteristics that allow you to compare one to the other, for example: ◦ Texture (smooth to rough) ◦ Calories (minimal to high) ◦ Vitamin content (minimal to high) ◦ Nutritional value (minimal to high) ◦ Size (small to big) 3 How the System Works Calories (10 points) Texture (10 points) Juiciness (10 points) Storability (10 points) Weight (8 points) TOTAL POINTS 7 5 8 9 5 34 9 8 10 6 5 38 4 Training Objectives 1. What is job evaluation ? 2. Different methods for conducting JE 3. Why are the jobs being evaluated? 4. What is the expected outcome of the exercise 5. Selection of compensable factors 6. Selection of JE Committee 7. What is the role of the committee ? 5 Training Objectives Cont. 8. Tools of JE 9. Validation of JA 10. Conducting JE 11. Communicating the outcome/ Responding to FAQ 12. Managing the appeals 13. HR implementation plan 6 What is job evaluation? Job evaluation is a systematic process for defining the relative worth (value) or size of jobs within an organization in order to establish internal relativities and provide the basis for designing an equitable grade and pay structure, grading jobs in the structure and managing relativities. A means of determining the relative value of jobs within an organization. Focuses on job content (―what is done‖) and not individual performance or seniority (―how well it is done‖). Pre- job evaluation 8 Preliquisite for JE exercise Which jobs are to be evaluated? Who is to evaluate the jobs? How much time is required? What should be the criteria for evaluation? Which method will be employed? What is the expected outcome of the exercise? 9 Process of Job evaluation Selecting the method of evaluation. Classifying Installing jobs. the programme. Reviewing periodically. Why conduct job evaluation? To determine what positions and job responsibilities are similar for purposes of Pay , Promotions, Lateral moves, Transfers, Assignments and Assigned work, and other Internal parity issues. To help with the development of job descriptions , job specifications performance standards, competencies, and the performance appraisal system. To assist with employee career paths , career planning or career path and succession planning. 11 Why J.E. Cont. To assist the employer recruiting process by having in place job responsibilities that assist in the development of job posting The assessment of applicant qualifications, suitable compensation and salary negotiation, and other factors related to recruiting employees. To determine appropriate pay or salary grades and decide other compensation issues. Increases retention and decreases turnover, Reflect positive external image that increases attraction. 12 Features of Job Evaluation It tries to assess jobs, not people. The standards of job evaluation are relative, not absolute. The basic information on which job evaluations are made is obtained from job analysis. Features of Job Evaluation Cont. Job evaluations are carried out by groups, not by individuals. Some degree of subjectivity is always present in job evaluation. Job evaluation does not fix pay scales, but merely provides a basis for evaluating a rational wage structure. Benefits of job evaluation It tries to link pay with the requirements of the job. It offers a systematic procedure for determining the relative worth of jobs. An equitable wage structure is a natural outcome of job evaluation An unbiased job evaluation tends to eliminate salary inequalities by placing jobs having similar requirements in the same salary range. Benefits of job evaluation Cont. Employees as well as unions participate as members of job evaluation committee. Job evaluation, when conducted properly and with care, helps in the evaluation of new jobs. It points out possibilities of more appropriate use of the organization’s labour force by indicating jobs that need more or less skilled workers than those who are manning these jobs currently. Features of Job Evaluation Analytical (e.g. points rating , factor comparison, Patterson, Hay ) analysing the level at which various defined factors or elements are presented in a job. Non-analytical (e.g. ranking, grading, paired comparison and classification) Comparing the whole jobs to place them in grades . They are not analysed by reference to their element factors. 18 Summary of Job evaluation methods Methods Hay method Method uses Know- how, problem solving and accountability Point rating Points are allocated to a job under identified factors according to the extent to which it is present in the job. Factor Comparison method involves comparing jobs factor by factor; used by tribunals Patterson Method It analyzes decision-making in job task performance Job ranking method Ranking based on seniority Peromnes Method What is done, how complex and deadlines 19 20 Factor comparison method ( FES) The Factor Evaluation System) FES differs from the other point-factor methods in that it contains three stages of descriptive data not simply a defined set of universal compensable factors, subfactors, and degrees. The three stages are: Primary standards (9 compensable factors) Factor-level descriptions for the series (60+) Benchmark jobs that cover the full range of pay for the jobs in each occupation or series- each factor is allocated financial value FES Factor Description Table FACTOR POINTS % TOTAL Knowledge 50-1850 41.3 Sup/ Control 25-650 14.5 Guidelines 25-650 14.5 Complexity 25-450 10.0 Scope/effect 25-450 10.0 Pers Contact 10-11 2.5 Purp Of Contact 20-220 4.9 Phys Demand 5-5 1.1 Work Environment 5-50 1.1 Total Points 4480 LEVELS 9 5 5 6 6 4 4 3 3 FES Quality Check There is a direct relationship between the selected level of the knowledge factor and levels selected of all other factors. The knowledge or skill requirements of a job drive the evaluation rating, while other compensable factors provide additional information to "fine tune" the final rating. Review figure 9-5 "FES knowledge level conventions" for further explanation or description of this point. Sore Thumbing Reviewing ratings using some kind of spreadsheet layout assists in identifying factor ratings that don't make sense. This analysis is often called "sore thumbing" because an inappropriate rating stands out like a sore thumb. Merits/ demerits of FES Advantages The value of the job is expressed in monetary terms.. Disadvantages The pay for each factor is based on judgments that are subjective. Can be applied to a wide range of jobs Can be applied to newly created jobs The standard used for determining the pay for each factor may have build in biases that would affect certain groups of employees. 25 26 Ranking Method It is the simplest method of job evaluation. In this method, jobs are arranged from highest to lowest, in order of their value or merit to the organization. Jobs can also be arranged according to the relative difficulty in performing them. Jobs are usually ranked in each department and then the department rankings are combined to develop an organizational ranking. Ranking Method cont. According to this method, a predetermined number of job groups or job classes are established and jobs are assigned to these classifications. This method places groups of jobs into job classes or job grades. Separate classes may include office, clerical, managerial, personnel, etc. 28 Ranking Method cont. Following is a brief description of classification in an office: Class 1- Executives: Office manager, deputy office manager, department supervisor, etc. Class 2- Skilled workers: Purchasing assistant, cashier, receipts clerk, etc. Class 3- Semiskilled workers: Stenotypists, machine operators, switchboard operator, etc. 29 Point Method This method is widely used currently. In this method jobs are expressed in terms of key factors. Points are assigned to each factor after prioritizing each factor in order of importance. The points are summed up to determine the wage rate for the job. Jobs with similar point totals are placed in similar pay grades Merits and demerits Advantages It is the simplest method. Disadvantages The main demerit of the ranking method is that there are no definite standards of judgment and also there is no way of measuring the differences between jobs. It is quite economical to put it It suffers from its sheer into effect. unmanageability when there are a large number of jobs. It is less time consuming and involves less paperwork 31 32 Hay job grading Method It is more systematic and scientific method of job evaluation. Though it is the most complex method of all, it is consistent and appreciable. Under this method, instead of ranking complete jobs, each job is ranked according to a series of factors. Job rating parameters Know-How ◦ Scope ◦ Depth ◦ Human relations skills ◦ Exhibit 5.12: Hay Guide Chart for Know-how Problem Solving ◦ Environment ◦ Challenge Accountability ◦ Freedom to Act ◦ Scope 34 Hay Guide Chart-Profile Method The Hay Guide chartprofile method uses three universal factors, eight subfactors, and forty-three degrees and levels to evaluate jobs. They are as follows: Know-How Practical procedures, specialized knowledge, And scientific discipline. (8 levels) Managerial (4 levels) Human relations (3 levels) Plus 3 degree choices per grid. Hay Guide Chart-Profile Method Accountability Problem-Solving Thinking environment (8 levels) Thinking challenge (5 levels) Plus 2 degree choices per grid Freedom to act (7 levels) Job impact on end results (4 levels) Magnitude (4 levels) Plus 3 degrees per grid. Hay JE Method cont. The descriptions that form the rows and the columns of the guide charts provide a measure of the level of difficulty, or importance, of each factor. The KH and AC guide charts provide actual scores. The PS guide chart provides a percentage that identifies the amount of KH used in solving problems. Hay JE Method Cont. The Guide Charts have both standardized and customized features: ◦ The geometric scales use the same values with each step, reflecting the 15% perceptible difference in values ◦ The number of rows and columns of each guide chart can be altered to fit the character and size of organization Hay JE Method Cont. The evaluation process generally begins with the highest valued compensable factor and proceeds in order to the lowest weighted factor. Hay JE Method Cont. KNOW-HOW Rows describe depth and breadth of job knowledge required to perform job assignments. Columns describe management breadth relative to such requirements as planning, organizing, reviewing, and control. Within each column there is a third element that measures human relations skill. Hay JE Method Cont. PROBLEM-SOLVING Rows identify levels of thinking. Columns identify thinking challenge. When the most appropriate grid and corresponding percentage has been identified, a point value is determined by multiplying the selected PS% (x) the previously determined KH points. Hay JE Method Cont. ACCOUNTABILITY Rows measure freedom to act Columns measure the magnitude of the impact of the job on end results Inside each column is a third element that measures the job impact on end results (4 per column) Hay Method Quality Checks And Patterns KH and PS are closely linked in the guide charts and they tend to parallel each other with respect to their alpha numeric locator codes. As KH requirements increase for a job PS enjoys a simultaneous growth. Hay Method Quality Checks and Patterns PROFILING PS and AC also have a relationship that provides information about the general nature of jobs that when examined either validates the evaluation or challenges the results. Hay Method Quality Checks and Patterns Jobs higher in PS points than AC points are typically staff and administrative in nature, and.... Jobs higher in AC points than PS points are typically action or line jobs, and.... Hay Method Quality Checks and Patterns PROFILING Jobs with essentially the same AC and PS points tend to have an administrative/action orientation. The profile is determined by identifying the step difference between PS and AC.... Hay Method Quality Checks and Patterns The step difference is determined by locating the PS points on the Step value guide and counting up or down until you have located the AC points. The number of Steps taken in this procedure establishes the step difference. The direction (up +, down -) defines The nature of the difference. Hay Method Quality Checks and Patterns Cont. All to the job profiles lined up in order of point totals will provide the organization with a profile pattern that further validates the evaluation effort. As a rule, KH points as a percentage of the total tends to decrease as job value increases. PS and AC points as a percentage of the total tend to be lowest at the lower valued jobs. Hay Method Quality Checks and Patterns cont. Profile patterns are also indicators of job rank within an organization: General Mgr Plant Mgr Operations Mgr Office Mgr KH-PS-AC 41-23-36 44-22-34 56-19-25 60-17-23 50 Patterson J.E Method cont. It is based on analytical method of Job Evaluation. It was developed over 30 years ago by professor Patterson while he was studying the relationship between work and pay The method is called the Patterson Plan or the Decision Bands Method (DBM). Basic Concepts of Patterson J.E Method 1. The basic premise of the method is that , the value of any job is depend on the level of its responsibility. 2. Responsibility is reflected and measured by the Decision making requirements of the job. 3. Accordingly , decision making is a logical and equitable basis on which to compare jobs within an organization. 52 The Decision Bands The Patterson Plan is based on six decision Bands: 1. Band F policy Making 2. Band E programming 3. Band D Interpretive 4. Band C Routine 5. Band B Automatic 6. Band A Defined Patterson job classification Band Kind Title Band Kind Title E Policy Making Top Management 10 8 Coordinating Policy Board Council/ CEO D Programming Senior Management 8 7 Coordinating Programming MD GM\Project Manager C Interpretive Middle Management 6 5 Coordinating Interpretive HODs B Routine Skilled 4 3 Coordinating Routine Supervisors Technicians A Automatic Semi- Skilled 2 1 Coordinating Automatic Charge hand Team Leaders O Defined Unskilled 0 Defined Labourer 54 BAND F-Policy Making Decision These are decisions that determine the scope, the direction, and the overall goals of the whole organization. Band F decisions are the kind typically made by a Board, Council, or CEO. 55 BAND E Programming Decisions •These decisions are concerned with formulating or adjusting programs for the major Functions/ divisions/departments, and allocating resource among these groups. 56 The executives at Band E are typically in charge of advising line executives, heading up such major functions as marketing, administration, production, and finance in private sector organizations, and major departments in public sector organizations. They are similar to MD ,GM and Project Manager BAND D – Interpretive decisions At Band D, the incumbents are required to interpret and carry out the programs or objectives developed at Band E. These decisions specify what is to be done in lower Bands, and how the resources allocated by Band E are to be deployed. Band D decisions are typically made by middle managers in various functions. 57 BAND C – Process Decisions Decisions in Band C involve determining the means or process of achieving the objectives, standards or guidelines established by Band D decisions. They are subject to the limits imposed by the available technology and resources and to the constraints set by Band D. Selecting the process is a decision that must precede carrying out the operations that make up the process. A process decision specifies what is to be done at Band B. 58 These are typically decisions made by supervisory personnel and/or senior technical specialist positions. BAND B – Operational Decision These decisions focus on how to carry out the operations of the process specified by a Band C decision. There is, within the limits set by the specific process, a choice as to how and when the operations are carried out, but not as to what operations constitute the process. 59 BAND A – Defined Decisions Band A decisions are confined to the manner and speed of performing the elements of an operation. There is, within the limits set by the prescribed operation, a choice as to how the elements are performed, but not as to what elements constitute the operation. 60 The Grades within the Bands All decision bands ,except for Band A are divided into two grades , • HIGHER for those jobs which co-ordinate / supervise other job or self co-ordinating. • LOWER for those jobs which are not coordinating. 61 The Grades within the Bands : 62 BAND GRADE F Higher…Coordinating policy decisions F Lower…. Making policy decision. E Higher… Coordinating programming decisions E Lower….Making programming decisions D Higher….Coordinating interpretive decision. D Lower…Making interpretive decision. The Grades within the Bands 63 BAND GRADE C C B B Higher….Coordinating routine decision. A No Higher or lower grade, just single grade Lower….Making routine decision. Higher….Coordinating automatic decision. Lower…..Making automatic decision. The Sub-Grades within the Grades The eleven grades are subdivided into sub-grades. There should at most be three sub-grades in each lower grade as well as in A , and two sub-grades in the higher co-ordinating grade. The numbers of sub-grades in within the grade can vary according the needs of each particular organization. 64 Decision Band layout BAND GRADES SUB-GRADES Higher F 5 4 Lower F 3 2 1 Higher F 5 4 Lower F 3 2 1 Higher F 5 4 Lower F 3 2 1 F E D 65 Decision Band layout BAND GRADES SUB-GRADES Higher C 5 4 Lower C 3 2 1 Higher B 5 4 Lower B 3 2 1 Higher A 5 4 Lower A 3 2 1 C B A 66 67 Designing a Point Plan : Six Steps 1. Conduct job analysis 2. Determine compensable factors. 3. Scale the factors. 4. Weight the factors according to importance. 5. Communicate the plan, train users, prepare manual. 6. Apply to non benchmark jobs. Grading procedure guidelines Step one: Job Description: • Well trained staff start describing all the jobs. • Consideration will be given to reporting system, detailed information about technical task (hard factors)done and to job factors in case of stress, tolerance, activity sequence and variety .(soft factors) • Well done job description will lead to perfect grading. 69 Grading procedure guidelines Cont. Step Two: slotting jobs into Bands: • Jobs are to be slotted into the Bands according to the types of decisions made in the job. • The guiding rule is that the highest-level tasks in the job determines the Band into which the job falls. 70 Grading procedure guidelines Cont. Step Three : choosing the Grade within the Band: • Jobs are to be classified within each "Decision Band" into one of two "Grades" based on the differential supervisory difficulty and effort required of the job. • At this point in the process, jobs will have been classified into a hierarchy of twelve different classes of jobs, based on the job's level of responsibility and supervisory difficulty and effort. 71 Grading procedure guidelines Cont. 72 Step Four: choosing the sub-grade within the grade. Jobs are moved into sub-grades by considering the following soft factors: 1. Stress: pressure under which the job is done. 2. Tolerance :degree of accuracy 3. Sequence: length of the cycle or process related to the job. 4. Variety: number of different elements involved in the job. 5. Every job is compared with other jobs according to those factors. 6. Numeric scale can be made for each factor. Grading procedure guidelines Cont. Step Five: Grading committee • The committee composed of well trained staff supported by the consultants. • The committee’s main function is to grade the job ,revise the job description and may call on the department head whenever necessary to give more clarification about any job. • The committee makes its final grading report. 73 Grading procedure guidelines Cont. Step Six: Result communication • The grading result will be communicated to the Senior Management for the purpose of approving the both side of the grading result as the job evaluation may need strong commitment to meet the additional cost in case of job cut off or salary increase, (ability to pay) • Union has to be fully oriented about the result. 74 Grading procedure guidelines Cont. Step Six: Result Implementation : HR Role. • Informing the employees by their new grades • Treating the hard issue of surplus. • Creating the mechanism of grievance and appeal procedures. • Continuous revision and updating to the system 75 Linking pay to salary bands / Job Pricing Union/Management committee will recommend an appropriate pay structure, Jobs are placed in salary Bands only on the basis of the decision requirements of their duties. Salary data should be collected by making external salary survey. Bench – mark jobs and high flier jobs are to be put into consideration. 76 Grading procedure guidelines Cont. Using job evaluation for setting pay: Analyse jobs and rank them Group jobs into grades/bands Link pay to the bands 77 Different methods of conducting JE Job ranking method Each job as a whole is compared with other jobs until all the jobs have been evaluated and ranked. All jobs are ranked in the order of their importance from the simplest to the hardest or from the highest to the lowest. The importance of order of job is judged in terms of duties, responsibilities and demands on the job holder. 78 Job Ranking cont. 1. Analyze and describe jobs, bringing out those aspects which are to be used for purpose of job comparison. 2. Identify bench-mark jobs (10 to 20 jobs, which include all major departments and functions). The jobs may be the most and least important jobs, a job midway between the two extremes, and others at the higher or lower intermediate points. 3. Rank all jobs in the organization around the bench-mark jobs until all jobs are placed in their rank order of importance. 79 Job Ranking cont. 4. Finally, divide all the ranked jobs into appropriate groups or classifications by considering the common features of jobs such as similar duties, skills or training requirements. All the jobs within a particular group or classification receive the same wage or range of rates. 80 81 Point rating method This is the most widely used method of job evaluation. Under this method, jobs are broke down based on various identifiable factors such as skill, effort, training, knowledge, hazards, responsibility, etc. Thereafter, points are allocated to each of these factors. Weights are given to factors depending on their importance to perform the job. Points so allocated to various factors of a job are then summed. Then, the jobs with similar total of points are placed in similar pay grades. The sum of points gives an index of the relative significance of the jobs that are rated. 82 Procedure for Point rating JE Method Determine degrees of each factor and assign point value to each degree. 2. Point values are assigned to different degrees on the basis of arithmetic progression. 3. Finally, money values are assigned to points. For this purpose, points are added to give the total value of a job. Its value is then translated into money terms with a predetermined formula. 4. Determine the jobs to be evaluated. Jobs should cover all the major occupational and levels of responsibility to be covered by the method. 1. 83 Procedure for Point rating JE Method Cont. Decide on the factors to be used in analyzing and evaluating the jobs. The number of factors needs to be restricted because too many factors result in an over-complex scheme with overlap and duplication between factors. 6. Define the factors clearly in written. This is necessary to ensure that different job raters interpret a particular factor in the same sense. 5. 84 Advantages of point rating method 1. 2. 3. 4. 5. It is the most comprehensive and accurate method of job evaluation. Prejudice and human judgment are minimized, i.e. the system cannot be easily manipulated. Being the systematic method, workers of the organization favour this method. The scales developed in this method can be used for long time. Jobs can be easily placed in distinct categories. 85 Disadvantages of point rating method It is both time-consuming and expensive method. 2. It is difficult to understand for an average worker. 3. A lot of clerical work is involved in recording rating scales. 4. It is not suitable for managerial jobs wherein the work content is not measurable in quantitative terms 1. 86 Point Method key characteristics Three common characteristics of point methods ◦ Compensable factors ◦ Factor degrees numerically scaled ◦ Weights reflect relative importance of each factor Most commonly used approach to establish pay structures in U.S. Differ from other methods by making explicit the criteria for evaluating jobs -- compensable factors Comparison of Job Evaluation Methods Advantage Ranking Classificatio n Point Fast, simple, easy to explain. Disadvantage Cumbersome as number of jobs increases. Basis for comparisons is not called out. Can group a wide range of Descriptions may leave too work together in one system. much room for manipulation. Compensable factors call out basis for comparisons. Compensable factors communicate what is valued. Can become bureaucratic and rule-bound. JE simply means……… Studying/ analyzing the value , importance , and necessity of a particular job Key factors considered for Job Evaluation are: Volume of responsibilities Output / deliverables General/ specialty Decision makers / decision followers Emerging needs of the company 89 Communication Communication is paramount to a successful job analysis project, and it is up to the analyst to make sure all participants are properly informed. Without proper communication, participants may be suspicious of the process and may not provide important information. Communication to the participants should take place prior to a job analysis session and again at the start of a session. The briefing to participants and other stakeholders should be comprehensive, open and honest, stressing that their co-operation is voluntary, but that their assistance and insights are essential to success. 90 91 Comparison of Job Evaluation Methods Advantage Disadvantage Ranking Fast, simple, easy to explain, suitable for small org, not expensive. Not very accurate , not useful for large org. least used method Classification Can group a wide range of work together in one system, simple, more accurate than raking method. Not useful for large org, time consuming, not involved detailed job analysis. Point Compensable factors call out basis for comparisons. Compensable factors communicate what is valued. Can become bureaucratic and rulebound. Comparison of Job Evaluation Methods Advantage Factor comparison method Disadvantage Finds wages for a Expensive, time job, wages can be consuming, calculated speedily, greater consistency in the judgment, size of jobs can be measured. 1. Why conduct job evaluation? 2. Uses of J.E 3. Methods of JE 4. Process of J.E 94 95 Determining an Internally Aligned Job Structure Internal alignment Work relationships within organization Job analysis Job description Job evaluation Job structure Some Major Decisions in Job Evaluation • Establish purpose of evaluation • Decide whether to use single or multiple plans • Choose among alternative approaches • Obtain involvement of relevant stakeholders • Evaluate plan’s usefulness JE Committee A job evaluation program should be carried out by a committee. 1. Avoids prejudice or biases 2. Comprised of peers, colleagues and executives 3. Should involve people from different backgrounds and expertise 4. Train the committee members on the selected JE method 97 The Steps in Evaluation Process 98 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Steps in Point Method Create Job Evaluation Committee Select Benchmark Jobs Choose Compensable Factors Define Factor Degrees Determine Weight of each Factor Determine Point Values Verify Factor Degrees and Point Values Evaluate All Jobs Result acceptance from the senior Management. Communication, implementation & application Anomalies and grievances committees Updating & revising. 99 100 Point Rating Method Choose Compensable Factors ―Universal‖ factors: Skill Effort Responsibility Working Conditions Custom factors Sub-Factors 101 Compensable factors Communication and Relationship skills 2. Knowledge, Training and experience 3. Analytical and judgment skills 4. Planning and organization skills 5. Physical skills 6. Policy and Service development implementation 7. Finance responsibility 8. Supervisory role 9. Information resources 10. Freedom to act and decision making 11. Physical Effort 12. Mental Effort 13. Emotional Effort 14. Working Conditions 1. 102 Point Rating Method Define Factor Degrees: ◦ Provides levels within each factor or subfactor ◦ Best to define each level in job-specific terms ◦ Fewer degrees required if system only needs to cover a smaller range of jobs Determine Weight of each Factor 103 Steps in Point Method Verify Factor Degrees and Point Values ◦ Committee members score random set of jobs (or all) ◦ Review scores to determine logical consistency and fairness ◦ Make sure points are consistent with business strategy of your firm ◦ Adjust as necessary 104 Points Assigned to Factor Degrees Factor Skill 1. Knowledge 2. Experience 3. Initiative and Ingenuity Effort 4. Physical Demand 5. Mental or Visual Demand Responsibility 6. Equipment or Process 7. Material or Product 8. Safety of Others 9. Work of Others Job Conditions 10. Working Conditions 11. Hazards 1st 2nd 3rd 4th 5th Degree Degree Degree Degree Degree 14 22 14 28 44 28 42 66 42 56 88 56 70 110 70 10 5 20 10 30 15 40 20 50 25 5 5 5 5 10 10 10 10 15 15 15 15 20 20 20 20 25 25 25 25 10 5 20 10 30 15 40 20 50 25 Point rating method cont. 106 Point rating method cont. 107 108 Rating Summary 109 Tips On Scheme Design ◦ Simplify.’ ◦ Make schemes less wordy and subjective.’ ◦ Make sure scheme covers whole organization.’ ◦ Consider factor definitions more carefully.’ 110 Tips On Scheme Design cont. ◦ Allow for flexibility and creating new job families.’ ◦ Use more meaningful and less generic job descriptions.’ ◦ Define clearer boundaries between bands.’ ◦ Move towards job families and wider bands.’ ◦ Clarify promotion routes and career paths.’ 111 Steps in Point Method Verify Factor Degrees and Point Values ◦ Committee members score random set of jobs (or all) ◦ Review scores to determine logical consistency and fairness ◦ Make sure points are consistent with business strategy of your firm ◦ Adjust as necessary 112 Factor :knowledge/ skill This factor measures the minimum level of job knowledge and preliminary training required to perform the job. However, informal education and functional equivalencies should also be considered. Education and training can include: vocational training; apprenticeships; course work, certificates, diplomas and degrees required from educational institutions; correspondence courses; seminars and workshops; licensing or certification programs; and other educational or training requirements. 113 Working Experience Prior experience measures the minimum amount of practical experience that an average individual having the appropriate theoretical knowledge, specific education and specialized training required to enter or begin performing the job being rated. Previous experience includes experience in related or lower jobs, other relevant work or life experience necessary to perform the job. 114 Effort This factor measures job demands requiring concentration or alertness. It considers the intensity (level of difficulty or strain) and duration of job tasks. Characteristics to be considered include: visual concentration; hearing concentration and strain; other sensory concentration (taste, smell, touch); repetitiveness of tasks requiring alertness; the need for exact results and precision; effect of interruptions; time pressures to complete tasks; degree of flexibility to control work pace/schedules vigilance and unusual attentiveness. 115 Physical effort This factor measures job demands requiring physical effort. It considers the intensity (level of difficulty or strain) of job tasks. Characteristics to be considered include: physical exertion and handling (e.g. lifting, carrying, pushing, pulling); manual dexterity (both gross and fine motor skills); body control and reflex requirements; the required strength, endurance and stamina; body postures and movement (e.g. walking, sitting, standing, climbing, bending); and eyestrain. In jobs with multiple tasks involving physical demands, each task should be evaluation 116 Responsibility This factor measures the degrees of job structure and opportunity to make decisions and influence change. This factor also measures the variety, diversity, difficulty and novelty of work as well as the choice of action required in applying methods, standard practices, precedents, procedures or policies to complete tasks. Characteristics to be considered include: freedom to act and degree of control; the level of supervision received; the variety, diversity and novelty of tasks; the difficulty of tasks; the degree to which independent action /judgment is required; and the importance of the 117 decisions required. Responsibility cont. The extent of ability required and responsibility for working with and through other people to achieve the desired results. Considers the complexity and frequency of different contacts and communication behaviours, the purpose for interaction and the situation in which contact occurs. This factor applies only where contacts are essential to the effective performance of the job. Some examples of types of contacts and behaviours 118 considered are: Contacts General public Team members customers Board members Special interest groups Professionals/advisors Suppliers Exchanging routine information , listening , helping monitoring , advising counseling, persuading negotiating Administrators . Clients Government Representatives Colleagues ,Suppliers Interpreting presenting selling buying interviewing directing teaching/instructing 119 Supervisory This factor includes the direct supervision of full and parttime employees, and measures direct accountability for managing human resources. It also assesses the character, complexity and job demands associated with supervising the work of others Characteristics to be considered include responsibility for: hiring and providing orientation for new employees; assessing performance, providing training, coaching and feedback; providing on-the-job guidance, direction and assistance; checking or reviewing work; scheduling, organizing and coordinating work; building morale and employee relations; counseling employees on work-related matters; handling discipline problems 120 Accountability This factor measures the impact or effect of decision situations on the organization and potential loss of time and/or resources or impact on the organization from potential errors in judgment or action. Accountability should be considered in terms such as: handling money; potential of damage or loss involving mechanical /office equipment or supplies; safeguarding of restricted information; provision of instruction or concepts to students; the seriousness of an error; the length of time it would take to correct an error; potential embarrassment or loss of esteem to the organization or department. 121 Environment This factor measures the likelihood, frequency and severity of exposure to undesirable features in the work environment. The environmental aspects are unavoidable given the nature and requirements of the job. Characteristics to be considered include: 122 Classification guide In the application of the foregoing basic guides, the following rules shall apply: (a)It is the position or job that is under consideration and not the individuals who work on the job. (b) Positions or jobs are to be classified without regard for existing rates of pay. (c) Positions or jobs are to be rated in the appropriate degree level in each factor by considering the specific requirements of each position or job in relation to the statement of activities in each factor level, and by using as a guide the sample Job Descriptions and Classifications. 123 Classification guide cont. d) Classification of each position or job shall take into account the kinds of work performed and the resulting duties, responsibilities and surrounding circumstances which the employee on the position or job is performing. (e) No interruption between factor levels is contemplated in the use of this Plan. In the determination of the final job class for a position or job, total the numerical classification points for the factor degree levels to which the position or job is assigned in the ten factors. Compare the total points to the job classification point scale in the following chart and assign the job to the corresponding job 124 Apply method to Non-benchmark Jobs Final step involves applying plan to remaining jobs ◦ Benchmark jobs were used to develop compensable factors and weights Trained evaluators will evaluate new jobs or reevaluate jobs whose work content has changed Who Should be Involved? Committees, task forces, or teams of key representations Appeals/review procedures Confidentiality agreement I, ______________________, promise to respect and preserve confidentiality in all matters related to the business of the xyx co Ltd Job Evaluation Program. This includes any and all information relating to the responsibilities and functions of the Joint Job Evaluation Program and the Joint Job Evaluation Appeals. ,,,,,,,,,,,,,,,etc 127 Role of JE Committee A joint committee appointed by the Employer and the Union to deal with appeals lodged by the incumbent(s) and/or management with respect to the rating of a job Ensures fairness and maintains integrity in the the Job Evaluation process Meets (as required) to review appeals under the Joint Job Evaluation Program 128 129 Completing the Job Analysis Questionnaire (JAQ) 130 This is Your Opportunity To tell us what you do by completing a Job Analysis Questionnaire (JAQ) To work together where there are multiincumbents in a single job classification (form a working group) People can do their JAQ on work time ◦ Do a bit at a time; not all at once ◦ Should take not more than 3 or 4 hours total ◦ Check with your Supervisor to schedule time 131 The Job Analysis Questionnaire No right or wrong answers, no extra points for using ―buzz words‖ Consider completing in two sessions rather than all at the same time Keep examples/descriptions concise and avoid jargon; point form is fine 132 The Job Analysis Questionnaire Consists of two parts: Part A involves describing your job responsibilities and core job requirements Part B involves completing a structured questionnaire designed to provide specific information needed for evaluation purposes 133 Part A: Job Description The first part of the package focuses on key responsibilities and core requirements associated with your job Intended to summarize the requirements of the job, not describe every activity or task carried out Existing job descriptions will help in completing this section 134 Part A: Job Description Key responsibilities to be documented using a specific format: ◦ First, identify the output(s) – actions taken, results ◦ Second, summarize how the responsibility (process) is carried out 135 Part A: Job Description Focus on current responsibilities as of May 31, 2005 – changes that may occur in the future will be handled through the maintenance process Most jobs have between 4 and 8 key responsibilities An example is included in the package to illustrate the form and level of detail when describing key responsibilities 136 Part A: Job Description Scope Data is not directly evaluated but helps to put the job into context Purpose of Job – why does it exist and how does is support the work the unit/team Direct and indirect supervision – job titles and numbers of employees Budget – most interested in discretionary portion of total budget Other Scope – acting as a media spokesperson, spending limits, etc. 137 The Job Analysis Questionnaire Core Job Requirements ◦ Technical/functional knowledge related to an occupation, field of work, discipline. Most typically acquired through formal education, training and experience in the field of work ◦ Supplementary Knowledge required in addition to the technical/functional knowledge ◦ Education/Experience – is not directly evaluated but helps to put core job requirements in context; include any credentials/licenses that are mandatory, not preferred 138 Part B: Job Analysis Questionnaire 10 specific question areas with response areas Focus on typical ongoing job requirements (not unusual circumstances) Response levels describe general characteristics that can be applied to different kinds of jobs—look for the closest match to the job and provide a brief example that illustrates same 139 Part B: Job Analysis Questionnaire If none of the response statements appear to describe your job, answer the question in your own words If a question does not apply to your job, record N/A in the blank space provided. Always provide a brief example or explanation, where requested. Space has been provided Deadline – xxxxxx – submit to Supervisor (Manager/Supervisor) Deadline – xxxxxxx – due in HR 140 What Next? Trained Compensation Specialists evaluate jobs as per Manual of Procedures 141 What will happen? RELEASE OF RESULTS ACCEPT APPEAL (30 Calendar days to appeal) 142 What will happen? Jobs Jobs Jobs = Green Circled (Unchanged) Red circles (Salary protection formula) 143 Salary Protection Formula Maintain current salary if present hourly rate is higher than proposed job rate as follows: 3 weeks per year of service up to a maximum of 18 months Then placed at job rate in lower salary range to minimize financial impact 144 Myths About JE JE is a way to control salary costs Not True: JE simply ranks jobs based on relative value JE will reduce the number of jobs Not True: Management decides the size of the workforce to deliver service to the public The Collective Agreement provides a process for deleting jobs, layoffs, etc. JE is a reward for good performance Not True: JE measures the job not the person 145 Joint Reconsideration Committee (JRC) Union and employer representatives across the organization will be trained in job evaluation Members will be called upon to review Appeals as required 146 Appeals Appeals will be reviewed by a Joint Reconsideration Committee (JRC) consisting of two Union and two Employer Representatives If JRC is unable to arrive at a decision, the matter shall be referred to a sole Arbitrator. 147 Correcting Inconsistencies Matching or evaluating jobs in family or equivalent groups eg all finance jobs, all unique specialist jobs from an occupational group) as this allows for ongoing comparisons and provides some immediate internal consistency checks. Avoiding being influenced by current or anticipated pay levels. 148 After an evaluation…….. Check individual factor matching and evaluation against jobs with similar features during the process (not necessarily similar jobs eg the physical skills demands of an IT job requiring keyboard skills could be checked against clerical and secretarial jobs on this factor. After the evaluation exercise the committee should check: - Internal consistency checks - Check evaluations on a factor by factor basis by ranking the batch ( usually a batch can be 10 jobs) 149 After an evaluation…….. Check total weighted score rank order, identifying and reviewing any apparent oddities Do manager and supervisor jobs match or evaluate higher than the jobs they manage or supervise on those factors where this is to be expected eg responsibility for policy Do specialist jobs match or evaluate higher than the relevant practitioner jobs on those factors where this is to be expected eg knowledge, analytical and judgmental skills, responsibility for human resources150 After an evaluation…….. Do practical manual jobs match or evaluate higher than managerial or other jobs where hands-on activity is limited on those factors where this is to be expected e.g physical skills, physical effort, working conditions? Over-evaluation of jobs Under- rated jobs 151 152