Position classification questionnaire

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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
GENERAL INFORMATION
Requested Action:
New Position
Current Title:
Current Job Code
Current Position #:
Current Pay:
Employee Name:
Employee ID:
Supervisor’s Name:
Supervisor’s Title:
Supervisor’s Phone:
Reclass Position
Proposed Title:
Proposed Job Code:
Proposed Pay:
FTE:
Division/College:
Department Name
Reports to Position #
Date:
Describe the duties of the position as it currently exists and is typically conducted. Please describe the
work, not the characteristics or abilities an employee brings to the work.
Please include an organizational chart. The organization chart illustrates the reporting
relationships of the position, where it resides within the department, division or campus and the
areas it may impact.
ROLE
Is supervising or managing employees the primary focus of the position, or is the position best described
as an individual contributor?
Keep in mind that while a position may have supervisory responsibilities, the focus of the position may be
on its technical aspects rather than the supervisory duties.
Please choose one:
Choose an item.
Briefly describe the overall responsibility of the position including its focus and scope. Why does this
position exist? What areas of the division, college, department or program does it impact, and how?
DUTIES AND RESPONSIBILITIES
List the duties and responsibilities of the position, from most important to least important. Include an
estimate of the time spent in each.
Use statements that start with action verbs such as type, compose, maintain, direct, develop, analyze,
plan, etc. Think in terms of what, why, and how the duties of the job are performed. For example, a
typical responsibility statement for Administrative Assistant might be: “Type correspondence for review,
edit and signature.”
This chart provides various percentages of a day, week, month or year:
Percentage
5%
10%
20%
Day
30 minutes
1 hour
2 hours
Week
2 hours
4 hours
1 day
Month
1-1 ½ days
3 days
6 days
Year (annual)
2½ weeks
5 weeks
2½ months
The time spent on all of the duties and responsibilities should add up to 100%.
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
Position Duties and Responsibilities
% of Time
1.
%
2.
%
3.
%
4.
%
5.
%
6.
%
7.
%
8.
%
Total
100%
EDUCATION AND WORK EXPERIENCE
Provide the formal education required to perform the duties of the position satisfactorily.
Please list the level of degree required with the appropriate major, if applicable. For example, a High
School diploma or GED is required. A Bachelor’s Degree with a major in Business Administration is
required.
Please provide the minimum amount of related work experience, in years, required to perform the duties
of the position satisfactorily. Please choose the number of years from the dropdown list.
Required years of experience: Choose an item.
Describe the type of experience required in the space below. If experience can substitute for the
education requirements, indicate the type and amount of experience that will substitute separately.
REQUIRED LICENSURE OR CERTIFICATION
Please list any licenses, registrations, certificates or credentials required to perform the work. Desired
credentials may be included, but should be indicated as desired rather than required.
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
FISCAL RESPONSIBILITY
Yes
1.
Does this position have responsibility for a budget?
2.
Does this position negotiate contracts?
3.
Does the position manage grants?
4.
Does the position reconcile accounts?
5.
Does the position manage service or auxiliary operations?
6.
What is the amount of the budget under the control of the position?
No
$0
Check one box to indicate the highest level of fiscal responsibility exercised by this position and the
approximate dollar amount of fiscal activity assigned.
Supports: The position tracks expenditures for an organizational level. The position has no
decision making or spending authority, but some budgetary proficiency is required to advise on
revenues, expenses and budgetary status and processes.
Recommends: The position makes recommendations on budgetary decisions. The position could
have the authority to approve expense items. The position may also recommend on revenuegenerating activities and grants.
Controls: The position is responsible for the budget for an organizational level of the university.
This includes accountability for all expenses within an organizational unit of the university. Control
includes final decision making authority on all revenues and expenses.
Describe the budget or fiscal authority and accountability of the position, including responsibility for
generating and collecting revenue, approving expenditures and reconciling accounts.
Example: This position is responsible for the budget for the Department of Human Resources Services within the
Division of Administrative Services. The budget is approximately $500,000. The budget includes
operating temporary staffing services within the campus, which generates $20,000 in “revolving” funds
annually.
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
IMPACT OF THE POSITION
Check one box that best describes the type of work performed in the position:
Work is considered as routine or basic. There is little to no opportunity for independent judgment.
Work is typically varied within the subject area and complex, but standardized. Limited opportunity
for independent judgment, though expertise is developed concerning specific tasks within the work
area or team.
Work is analytic, non-standardized, widely varied. Independent judgment is required to identify,
select and apply the most appropriate course of action among available options.
Work is broad in scope, covers one or more areas and may impact other departments.
Considerable judgment and discretion is required.
Provide examples of how the position interacts within the program, the department, division and campus
(whatever the appropriate level may be). Also provide examples of the discretion regularly exercised in
this position:
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
DECISION MAKING / PROBLEM SOLVING
Check one box that best describes the problem solving requirements of the position:
Requires the knowledge of procedures and the ability to evaluate and select the correct solution
from defined alternatives.
Requires understanding of interrelated processes. Some problems are not covered by policy or
guideline Problems are those typically encountered in the usual course of business.
Evaluates multiple sources of information in complex situations using analytical skills and evaluative
judgment.
Requires in-depth analysis and judgment to develop complex alternatives and solutions.
Provide examples of decisions made by this position. Distinguish between decisions made by this
position and those made with the assistance of others. Who are the others involved and their titles?
What resources does the position use on a regular basis to make decisions or recommendations and
solve problems? Describe the analytical skills required on a regular basis.
COMMUNICATIONS
Check one box that best describes the position. Each subsequent level assumes the lower levels of
communications are also required.
The position requires clear verbal communication skills and common courtesy.
The position requires the ability to communicate complicated or sensitive information.
The position requires regular communications with individuals or groups, which may be either
internal or external to the university, to direct, persuade or influence others.
The position requires highly developed communication skills and the ability to negotiate with a high
level of discretion with both internal and external constituents and senior level officials on a regular
basis.
With whom does this position have regular contact? Please include the title or level of the individuals and
describe the nature of the communications involved.
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
SUPERVISION & M ANAGEMENT
This factor assesses the responsibility for directing others.
possible:
Two different types of supervision are
Functional Supervision: Lead worker activities, assigning and reviewing work and providing guidance and
assistance when needed.
Administrative Supervision: Recommending or selecting staff, structuring and assigning work, evaluating
performance, making recommendations on pay and promotions, coaching and disciplining staff.
Managerial positions direct the work of supervisors or of teams of professional positions (typically those
requiring a degree).
Check one box that best describes the type of supervision exercised by this position:
No supervision.
Functional supervision of students or temporary employees.
Functional supervision of benefit-eligible employees.
Administrative supervision of hourly paid employees.
Administrative supervision of hourly and monthly paid employees.
Management of a team of monthly paid employees.
Management of a team of monthly paid employees that includes subordinate supervisor(s).
Management of numerous teams of monthly paid employees, supervisors and managers.
Fill in the tables below with the number of the position’s direct and indirect reports, and the number of
employees under the Functional Supervision of the position, if applicable.
Administrative Supervision
Direct Reports
Indirect Reports
# Employees
# Employees
Students
Non-Exempt
Exempt
Totals
Functional Supervision
# Employees
Students
Non-Exempt
Exempt
Totals
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
PHYSICAL EFFORT / WORKING CONDITIONS
List any necessary physical demands related to the work and important aspects of the work environment.
Ideas for ADA-compliant descriptions include: move, install, transport, distinguish, detect, communicate,
operate, activate, use, ascend/descend, etc.
Various exposures related to the work environment are also important to note in this section (e.g.
hot/cold, noise, etc.)
RESEARCH POSITIONS
Research, in this context, is defined as: Critical, systematic investigation into, and study of, materials and
sources in order to establish facts and reach new conclusions.
When requesting a title that is research related (e.g. Senior Research Lab Tech, Research Specialist,
etc.), please answer the following questions:
Summarize the purpose or goal of the research this position conducts and supports?
What type of research / analysis / experiments does this position perform? Provide examples?
Explain the degree of difficulty involved in the experiments.
Can the experiments be learned on the job?
Who designs the experiments?
Does this position meet with principal investigators to help determine how to set up the research? Please
explain and provide examples.
Does this position complete reports and written analysis for projects? Are these reports and analyses
reviewed and critiqued by professionals within and/or outside the university?
Describe the extent to which a person in this position is required to review literature applicable to a
specialized area of research, stay abreast of professional literature, and evaluate research issues and
data?
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
Does this position determine research procedures and methods?
Is this position expected to modify protocols? Provide examples.
How significant are these modifications?
Does this position modify with or without the primary investigator’s permission?
Does this position design and/or fabricate equipment? Explain and provide examples.
Does this position direct program(s) or project(s) or a significant portion/phase of a program or project?
Please explain and provide examples.
Does this position give research related presentations?
To whom?
Does this position write and publish articles based on the research being?
Would the person in this position be the sole author or co-author?
Can the duties of the position be learned on the job or must a person have a degree in an area of science
to understand the job duties?
To what degree does the position have to understand the underlying concepts, theories and principles in
the field of work?
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UNIVERSITY OF MISSOURI
POSITION CLASSIFICATION QUESTIONNAIRE FOR RESEARCH POSITIONS
SUPERVISOR COMMENTS
Describe any aspects of the position that you feel the questionnaire has not covered:
Please submit this document to Human Resource Services with the following approvals. The approvals
may be obtained by routing the document to the supervisor and department head or designee
through email. It is not necessary to print the form to obtain approval signatures.
Completed by Name:
Date:
I agree that the duties of the position are accurately described.
Supervisor Name:
Date:
Department Head or Designee Name:
Date:
Last saved: 3/11/2016 6:36 PM
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