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HomeMy WebLinkAbout1990 I LLOYD HARRELL GENERAL GOVERNMENT MEMORANDUM To: Executive Directors and Directors Prom: Tom K11n0k, Director of Personnel/Employee Relations 1 Date; April 20, 1990 Subject: Gues~Jtionneire on Mercer Qlassification/Compensation Study - MAJOR POLICY ISSUES AND DECISIONS - Please r o by av 3 As the Executive Committee began discussions on major policy issues and decisions in developing and defining the components of the new Classification/Compensation Program for the City$ it was decided than. ~ additional input would be valuable in establishing overall, long-rant':, Classification/Compensation strategies for the new program, Enclosed is a questionnaire and baokground booklet put together to assist you in answering key questions for consideration in finalizing those decisions, Both the Evaluation Booklet and Questionnaire are organized to assist you in examining each of eight major issues; 1, Compensation Philosophy 2, Market Competitiveness 3, Job Classification 4, Salary Adjustments 61 Performance Evaluation 8. Salary Structure 7. Responsibility 8, Other The Evaluation Booklet provides background information on the Policy Areas, Current Practices, and Issues relative to each Policy Area, Also included are pertinent sections of our current reference manual that provide guidelines on our current Classification/Compensation program. The Questionnaire is organized with the same Policy Area categories and provides a list of key questions (easily answerable) that will gather your thoughts and insights into how the current program works/does not work, possible ways to set-up a new program, and some alternatives,' It -Is separate from the Booklet so that the questionnaire can be completed easier or should you want to refer to a speoifio section and understand current practices,_ One suggestion on completing the questionnaire is to dictate your responses and thoughts to questions to Word Processing, I have been asked to consolidate your reactions to the questionnaire and present a report to i;he Executive Committee on Tuesday, May 8, 1900, .f I - .R _ - I April 20, i900 mom to Exec, 01r. i Dir. - class/Comp Questionnaire Page '2 To allow you sufficient time to respond and report back to the Exeoutive COMMittse, I would appreciate your completed questionnaire no later they liedne ay. My 3. 1090, I realize this is the "busy budget time" and hope that you will understand the importance of your input on this critical future direotion for our compensation for employees. Please feel free to contact mo with any question or point needing clarification, thank you for helping establish and define a strong, workable program for us all 1111 s Thomas W. Klinck tkmemo23.prn 4/20/00 9:46a i f ~ h a a y 4 MERCER C, 4SSIFIC4 rION O hf pEws4 rya w i C STUD y ISSUES JOR POIIC ~fi A a E )4 r10 A' ~aaxc~r 4PRII r MERCER C 4PENSATION/CLASSIFTCAT%ON STUDY ' MAJOR POLICY ISSUES AND DECISIONS POLICY AREA CURRENT PRACTICE ISSUES COIMIEMTS COMPENSATION o It is the po'iioy of the Oity to oanpensate o Set broad guidelines and PHILOSOPHY all personnel in direct relation to the direction for b - 10 value of their contribution to the success years hence (Ooala and of the City, Ob3eotivea) o Governs decisions on; Ob,ieotivos: -Attracting and retaining -Rewarding Employees - To provide a systematic and organized -internal, Equity/Market approach for the administration of salaries competit#venas on a uniform City-wide basis Program Administration - To provide equitable compensation that is based upon the value of work performed . To maintain competitive rates of comp- o Once established, can ensation that will enable the City to the City budget to attract; retain, motivate competent maintain; personnel Eff#cienoy (budget) To actively involve management and -.Equity supervisory personnel in the administration -Compliance (Legal) of compensation - To provide a sustem that includes recogn- ition for indiyldua') performance, development and advancement To enable management to plan and control overall levels of compensation consistent with economic conditions of Lho Citu The City of Denton has adopted a pay philopophy to be ao competitive as possible within the composite market. Speoifioaily, the City of Denton strives to be competitive at the 80th percentile of the composite market based on actual salaries paid within that market, i J ~i~ 1 11. GENEPAL 1'4107Ci88 The policies and procedures have been established to serve as a guide to the city in maintaining an equitable and competitive compensation pr og t ors. G 2,2 %t it, the policy of the City to compensate all personnel in direct relationship to the value of their contribution to the success of the city. 1 i 2.3 The objectives of the Pay System arty A, To provide a systematic and organized approach for the administration of salaries on a uniform City-wide basisf A. To provide equitable ooupensation that is based upon the value of work performedt C. To maintain oompttitive rotas of compensation that will enable the city to attraot, retain, and motivate competent personnel D. TO actively involve management and aupetvisoty personnel in the administration of oompensationj j E. To provide a system that inc)rudes recognition for individual performance, development, and advancement F. To enable management to plan and control overall levels of compensation oonsiatent with eoonomio conditions of the City. i 2,4 it is the policy of the City that department directors are ultimately responsible for administration of compensation policies :n their I r `y 1 ' b 1 zeapective departments, The pay syst"t policies, and procedures are designed to provide fairness and consistency of compensation throughout 5 I the City by Aiding supervisory personnel in the exr:ou'tion of their responsibilities. These responsibilities Aret J A. To explain the salary program and policien to subordinatal g. To insure that a current, complete, and accurate position description exists for each positions f C. To periodically review the performance of subordinates and to advise theta of any areas in whioh they need to improver D. To determine the salary increases appropriate for subordinates within the approved salary budget and pay plant ' E. To explain the relationship of performance and compensation to subordinates. 1 2.5 The position Classification and Compensation Program of the City will be implemented and administered without regard to any individual' r racy, color, nationality, religion, age or sex, { 266 'Equal pa for i; ai Mork it is the polioy of the City to provide equal pay for jobs that require t ' equal skill, effort, and rtaponriblity and which are performrd under similar working conditions. Employees working in the same or comparable I positions will receive equal pay ex- oeot when differenoeR in performance and/or tenure justify different levels of compensation, j5 i r f x° AA1D vPD~►riNc rsa cbrxs~rroN Prx 10.1 To ensure that the position Classification and C n wpensation Program Provides eaployres with equitable oompensation for work City will perfprmed, the Periadigal2y review, update, and effort will inolude the following improve the progrim, Tore g key elementse r 1. Job do' aoriptloets will ri be reviewed Periodioally and revised, when neoeas"Y, to assure that they aoourately refleat'fob content. 9uPAIrvisors should notify the personnel De14rtunt amof ohanQes in an i Ployta's assign"nts which would affect basin Job responsibilities, 2. PerSodia wage ' and salary surveys will be obtained fro" souroes or oonduoted b Pubiidhod I y the City to maintain oompetltine pay 1 praatioe=, ~ J, Pay ranges will be review" annually and revised as required to conform to abanges in Job requirements, the internal relationships of one Job to ahother, and rates paid for diailar jabs within the local labor market, e Poliaiee and prootioes governing the jidminl atjon of the posit clasrtfiwtion and co mpeneation program will be periodloaliy reviewed ' by the Personnel Departm#nt to (1) improve the a(hirsistrstion of the program and it) maintain the equity and aoMpetitiveness of city pay levels. ' i i i . " (31) i 1 POLIOY AREA CURRENT PRACTICE COMMENTS MARKET o salary survey conducted annually by Personnel o Who to survey COMPETITIVENESS to establish market position by Pay Plan (See enclosed report on Salary Survey) How to survey -What is Market? o Annual Oompensation proposal presented to when to survey Executive Committee during budgat process -What is for consideration of Market adjoatm6nts by How to report the results Competitive? Pay Plan, o Approved by Oity Council i I t 11~ -W1 t++ IYI. ~DMINI&TAATIdN Ol` '3'NL }POSITION C1+ASaIFICATION~CO F~ISARSON PROGRI 1 3,2 Prior to the preparation of each annual bu6get, the Petsonnel Director shall analyse prevailing rates of pay for competitive employment, cost of living factors, and internal salary relationships, On the basis of this information recommendations shall be made to the City Manager for changes in pay polioy, pay ranges, and/or in individual classification pay rates necessary to keep the pay plan current`, uniform and equitable, i 1 E i i r ~ : i i 4 cap r : l IX~ MUM PAY PLAN A MSTMEt7T6 9.l Although there is certainly no guarant*e of continuation, a general increase has been granted on numerous occasions in the past to employees oft approval of the city manager and city council as a result of the Personnel Departmont's annual salary study, Such an inorease was generally granted as a percentage of existing salary, and was granted to full-time employees regardless of performance, and rafltoted competitive I market salaries. 1 , In the City'a move toward pay for performance a new approach will ba recoaomended for future application of pay improvement funds, The Personnel Department will continue to conduet'an annual salary study, Recommendations for actual peroent'age adjustments may vary for each job family depending on market factors, Pay ranges may be adjusted at that time to retain internal (as related to classi:'ioation pay range) pay relationships. Occasionally, salary surveys, reoruiLment conditions and cost of living factors may show that certain a7.aesifiaations MAY need larger or smaller adjustments than other s classifications. in such instances, the general inorease could be distributed in varying amounts, i The eAphasis is that any future "across the board" increasea will be considered solely pay plan adjustments. In other words, the rates on tespentiva pay plans will ba adjusted but individual employes salaries are not autotatieally increased. Every supervisor will have to make a determination, based on performanoe, of the exact amount to be awarded 1 ' (3o) i . ...,5 - T. ,a 1 ' to each employes, Inorsasa amount parareeters will be provided prior to impleueentsUon of the now budget. It is felt that this approach will reinforce the fact that pay awards will not be given to n uicipal employees simply for tenure, increased r productivity and improved performance must be substantiated prior to increasing as enloyea's salary. This method should provide better r utilisation of payroll budgets and help to identify and eliainats thous who are not contributing to the overall efficiency of City ssrvioes, y i i i r r r r ~.f (31) y i J l 1 CITY OF DENtOM REPORT ON SALARY SURVEY i ORGANIZATIONS SarVica/Maintsnance Cities, Carrollton Parmers Sranch Ft, Worth Garland Hurst Irving mosquito Richardsoq Austin *s aryan >r Lubbocklst i Other Entities University of North Tsx s Andrew Corporation Paterbilt Victor EMImant County of Denton Denton Co. Co-op at s Survey Organization data included in City Survey results depending on raport6d Job match and/or Whether considsrod a Mrket coMpetitor, ' organizations did not report aotual salaries of inoumbents; thus, data was not inoluded, *$~Urvay Organization data included for Elootrio Utility positions, t s 4 i ,r , E! EAY el;n Qrwi=atsurveY.a: Offices Support/Clorioal Cities: Carrollton Farmers Branch Ft, Worth Gar l and Hurst Irving Mssquib Richardson Other Entities: Yaxas Women's University University of North Taxes` Andrew Corporation ; 1 Boeing Corporation ; i County` of Denton Dantcn independent School District Oonton Publishing CoOWY bentoe State School Jostens, IN, j 1 Moors Business Fortes { i Ohio Rubber E l Paterbilt 1 MM eautr f Union victor CquipMent G i i f # Survey organization data inoluded in Oity survey results dopending on ! reportod ;lob snatch and/or whothor considered a market ewatitor. Some organizations did not report actual salaries of incumbents= thus., data vae not included. ~ l Ply Elm Oraanizations Survlyl 1 Tsohnical/Paraprofessional Citissi Carrollton ParsMrs !ranch ft, Worth Garland Hurst Irving Mssquite Richardson Austin tt Sryan as Greenville Lubbock Other' Entities: University of North Texas Andrew Corwation Psterbilt Victor Equipwt County of Denton I Denton Co. Co-op as Texas Municipal Power Association Ps 1 ! s i Survey Organization data inoluded in City Survey results depending on reported job match and/or whether considered a market ompstitor, Some organizations did not report actual salaries of incumbents; thus, data was not included. ' **Survey Organization data included for Electric Utility positioned t ~ f _NV n to e'y~ 1 to Pin GrVanizations ,Survey#& Professional citiast Carrollton Farmers Branch Ft. Worth Garland Hurst Irving Mesquite Richardson Austin so Bryan so t ! Greenville so i Lubbock is Other Entities: t Texas Women's University University of Worth lexas Andrew Corporatist peterbiIt sally Beauty co. k Victor Equip"fit county of Dmton Texas Municipal Power Assooiatichl is Z I s Survey Organization data included in City Survey results depending on 1 reported job match and/or whether considered a market camp Mtor. some organizations did not report actual salaries of lncui eats; thus, data was not included. **Survey Organization data included for Electric utility positions. ! i , { i .,d_ 1 I e!Y Elm 4raani=a+i1 i ld~ nanagw*nt/Supervision Cities: ~~,~rrtlllton Farsnrs (ranch Ft, Worth Garland Hurst Irving Mosqu i to Richardson Other Entitiest Texas pawn's university University of North 1'O►xas Andrew Corporation a pstarbi it Sally bs+uty Co. Victor Puipswnt County of Denton r Survey prgani:ation data included in City Survey rasults d" Wins on rbportod Job match and/or whether aw►sidored s mrkst cwpatitor, $ass s } oraanizationm did not report actual salaries of incumbents; thus, data was not inoluded. i 1 1 _i 1 1 t lu s., 1 1 / Elm Qroani:ations AMrYsYW ell) Manaq~mant/Sup4rtiisior► Cities; (Electric Utility Positions Garland sly) Austin arywnv i 1 U . f I ..Club / `~YE Other E++titiai t: { / Denton CO. C Texas Municipal pal Power AssoolsGlon s Survey 4rganitatioh detest inoludod in City Survey results dapsndinq on reportad job isatah and/or wl*thsr oonsidersd a mw*et ompotitor. i i F ~ti,, ~ r 7 i I i ! J f 1 ; P!Y pin QtiiltLlltt~t4!!t 411CY YIK1! i Fire Department Cities; Arlington urroltton Ce11H j Ft. Worth Garland Orend Prairie a Irving Mesquite Plano i<' ehardson r ;Survey Orqanlxation data included in City Survey results depending on ii reported job %%toh and/or whether oonsider#d a oarkot w*"titor, i 4sj 3 I v fi j i ~r.W W V. I ~ Elm QroahlZatloe= ~i►'~!!Y Police D6P6rtWt Citia: Arlington Carrollton DA11aa Rte worth 4arland Grand Prairie Irving mosquito Plano i aiohardson 1 i s s Survey OrganiZatlon data iholudod in City Survey results dopending on reported oG Match and/or whether oonsidered a aarkst oMOOtar. f t ' _E i s r, ' salor9i,prn 4/0/00 COOP ~d s; y, POLICY AREA CURRENT PRACTICE ISSUES CpMENTS JOB o Classification and Job description information o Need to justify proper CLASSIFICATION/ prepared by department representative job classification for RE-CLASSIFIC- (New classification or 're-classification) duties and responsibil- ~ ATION Was proposed 11 o Information studied by Personnel for appropriateness of job, requested based on o Manpower Planning tool duties and responsibilities; also placed on Pay Plan for consistency and equity o PlacemAnt in olassifioa tion and pay structure o Recommendation submitted to Dept. Director of all jobs within City (internal equity) o Appeal may be made to City Manager o Ensure appropriate reviver of decisions - appeal process L I rV, P08~ MON EVAWkTION F f 1,1 Point Taotor SYstu i The City has adopted a point factor method of evaluating and classifyib9 1 permanent notrroivil servioa,jobs. The point faotot Method is a standardized systeie of job evaluation that is designed to provide aoourate and consistent identification of job responsibility levels and r produce objective job evaluations that establish internal equity F between positions. The systex was tailored to the specific needs of the City and provides the flexibility to aooommodate new positions, aasic f to the suooessful ispiamentation of an effeotive job evaluation system is the aoourate documentation of present job duties and tesponsibilitioa of esob position in the City, apeaifiaation based upon a A. Each position shall have a classification s position rnfornation Questionnaire' completed by inoumbents, or in i j the case of new positions, a reoommended apeoifioation submitted by the department and approved by the Personhol Director. „ D, Each classification specification shall be organized into the t prescribed format, (See City of bentor Classification Manual), C. Positions whioh have certain common oharaoteristios shall be grouped into occupational oatogories or job families eocording to job family definitions developed by the Employee Task Force that vat oomposed of tepreeentatives of a atoss-saetion of City departments, i j I,, } The job families are as followst Servioe/Maintenanoe, , Office/Clerical, Technical/i+ara~prafessional, Professional, Management/Supervision, police, Fire, and soasonnl/'temporary. i I I r k` y 1 4.4 Evaluation Wtaria. ^4 The point factor evaluation criteria Consists of seven factors includinge Job Complexity, Responsibility, Impact of Mork,' Communications/rublic Contact, Supervision, Work Hazards snd Inowledga/Skills/Ability/Training/Upari*no*. The point factor process involves the assignment of numerical point values to individual i positions based on the criteria within each job factor. A detailed definition of the factors which were developed by the Employee Task ` Force, is provided in the City of Denton Classification Manual. Civil Service Positions are grouped into two families (Police i Fire) E for pay purposes, The whole job ranking method of classification is I used to determine' internal equity for these two job families and the Seasonal/Temporary job family. I Senior management positions are grouped together on the Executive Pay plan as determined by reporting level, Salaries are deteemined by performance evaluatiw and annual market survey. 1 4.3 Responsibility to evaluate.poeitions it is the responsibility of the Personnel Department to evaluate all positions for pay purposes. Each new or significantly modified non-oi*il service permanant position shall be evaluated or re-revaluated using the point factor method, } (il) is _ `i #t iJ J. See the City of Denton Classification slanu,%l for a complete description of Procedures for depertmenta to follow in requesting a new position evalustion or current position re-evrluption. 1.1 Government It"vlations it is the Cit70s intention to oomply with all applicable federal, state, and local government regulations relating to p-oition classification and employee compensation, 9 t r f 1 r x k S i i ,r N r w~Mru~ 4 A i POLICY AREA CURRENT PRACTICE ISSUES COMMEWS tl SALARY o Merit System - up to 2~steps or up to 6% o Organizational Culture ADJUSTMENTS based upon performance established based on 1 current system (1t has -Pay for (In practice, most employees (00%) receive been In practice over Performance a full 2 step or 6% for satisfactory perform- 10 years) 3i ance; little differentiation if performance -Merit Pay is at exceptionally higher levels; affect is o Reported "comfort" by a dl0 noentivs to perform other than satis- some managers and -Market factory) Directors using present Adjustments system -TOR employees receive no monetary reward .•Sonue system o Hard decisions to o Market Adjustments are granted by Pay Plan to differentiate performance all employees based upon market competitive- levels and communicate nees analysis with the Annual Compensation them to employees - a Proposal (regardless of performance or merit) MAJOR training and skill issue o Methodology -Matrix waonus -Merit Market Adjustments -Combination I i .4, I r. t [t I GUIDELINES i,A ADMINISTERING CLASSIFIED PAY PLANS i orma ro ress on Job Family IMF Rate me a Step/ possible Administrative Directives Pa Rate Increase I s Service Maintenance A 3 months l 0 - 1 step Advancement from one step to another is not auto- I Imatic. Increases depend upon the employee's 0 I 3 months 1 0 - 1 step !performance and the recommendation of the Idepartment director. f C L 6 months 1 0- 2 steps! I lEntry_above the "A" step must be authorized by- I 0 J I 1 year I 0 - 2 steps both the department director and the Director r.' of Personne Office/Support and I A I 3 months I 0 - 1 step 161 1oyees hired above the "A" step ~aAy not be Technical/ I I ( (eligible for review at the times designated in th# Paraprofessional I 0 I 6 months I 0 - 2 steps "normal progression", Their review dotes depend i r 1 f upon the individual employee's starting rate and Ii` I C - J 1 year 0 - 2 steps must be recommended by the department directorand authorized by the Director of Personnel. ' I ! I At no time may the rate of pay exceed the axiom { 1 I of the pay range, ¢;';'Ft ,.Professional and (Minimum 1 6 months I 0 - 6% ISalary increases are not automatic. They depend management/ 1 I I !upon tho employee's performance and the recommen- Supervision (Minimum + 6% 12 months I 0 - 6% (dation of the department director, lAdditional 1 12 months 1 0 - 6% (Entry above minimum must be authorized by both (increases to I each t !the department director and the Director of ' Lop of range Personnel.* 1 I i i I mployees hired in above minimum may not be ' i I I (eligible for ;review at the times designated In tire.`' a` '3`~li' "►1orMa1 progression", rhoir review dates depend ' (upon the individual employee's starting rite mW Imust be recd mended by the department director i r {t~;, I I !authorized by the Ofrsotor of Personnel. lN~ r r,y *As reflected on page 14 of the Supervisor's Training manual. 1 . % 0 4 GUIOELINLS'FOR ADMINISTERING CLASSIFIED PAY PLANS A!' +lti, y "V1, A nw res Job Family ay a a oss e I Administrative Directives Pa Rate I Increase I t v, Service Maintenance I A ) 3 months 1 0'- 1 step (Advancement from one step to another is not auto- { f I Imatic. Increases depend upon the emWlayee~e I B I 9 months 1 0 - 1 step (performance and the recommendation of the I I I idepartment director, N,. rt i C 16 months 1 0- 2 steps I t I (Entry above the "A" step must be authorized by ti r s;'~' Y!~ , I D - J ! 1 year 1 0 - 2 steps (both the department director and the Director ! I of PersoMel. ya } {'r r~0ffice/Support and I A I 3 months ( 0 W 1 step lEmployees hired above the "A" step may not be J,TldmioaL ! I f !eligible for review at the times desiouted in tlw ' paraprofessional I a 1 6 months 1 0 - 2 :tVs topt !"normal prooression", Their review dates I Ripon the individual sVloyeels starting rate 00 1 year 1 0 - 2 Imust be reconsmended by the depsrtsent director ' f I I (authorized by the Director of Personnel. , , , }s I I I I At no time may the rate of pay exceed the aaax W I (if the pay tangs, 'professional and (Minimum 1 6 months 1 0 • I5alary increases are not automatic., They WOM1N ` r~'t~ansgement/ I I (upon the saployesIs psrformooce and the ramawwaarw j r i5upervisicn (Minimum + t~ 12 months ! 0 - x% Iclation of the departMer+t disbctor* r (Additional 12 Months I b s% (entry above minima mmt be authoorizrd by both Iinoresses,to each I (the d"VtW%t director and the nirecter er, r Itop of rage I IPPrsonnei.~► } 1 r;°' I # ( fEmpi yee! hired in above Miniaxrm ~maY nor rat''" leligi°bie for review at the time dlliprMbed r~ I 1 1 1"normsi propreeSIM Their rsvisw dat" t 5,~, I I I !upon the individual epploysefs starting ftU OW l I I IMust be recommended by the departmnt diftftre, i I I !authorized by the Director of Plrrson *1 As reflected on pads 14 of the SWIr is"I s Tralaft Ma1x ^r, I VII. SATISFACTORY PSRF'OAMAfiCL IpC'AEASEd A f A Satisfactory Performance Increase ;SPX) is defined as a pay increase b&aed ' , on acceptable, satisfactory performance. Employees need to be evaluated periodically on a systematic and, job related basis to provide needed information for supervisors to assess the adequacy of individual employees, to recognize their own performance improvem.nt needs, and as a basis for s personnel actions including promotion, re, %gnizing or rewarding superior { performance, and correcting inAdequate peri)rmanoe or separating employees in cases where inad i equate performance cannot be eorreated. An SPI is given in recognition of an employee's progress. The process for administering SPi 1 inereasos for the Servioe/Maintaniutce, Office/Clerical, Teohnical/Pars- E Professional, Professional and Management/supervision job families is ! suanarized below. 7.1 SatisiaotorIL Performance Increase Amount it should be made clear to all employees that advancement from one step to another is not'autonatiio, Increases depend upon the employee's performance and the recxomendation of the supervisor, In no case shall the amount of an SPX -exceed the maximum rate set for ? the appropriate pay range. i i A, 23ervioe/Maint®nance, 4ffioe Clerical, xachnlcal Para~protesgionai i Progression through these three (3) pay systems is described in l`( detail in the Appendix# pp36-e3 l , { f22 y C s, professional°rKa a ement Su rvisi ti performance growth between ranges on the Professional and ent/Supervision plans is normally a 51 increase. Ptanagem nt/SUpervisian or professional Bxployess in positions on the Manage" plans receive their first increase after 6 montbs of sstiofaotory a Thereafter they will receive annual consideration for performance, i Pay increases. 1.2 Satisf,____Ac tOCY performance Increase Oate considered for This is the data an employee is eligible to be an based on an inaivieuai r anniversary date relative to increase in pay rformance f Job family pay pion. An esployee s pe j 1 pay steps an respeoti~+e s date is determined from the date of his last statue change which l ~ review l may be hiringt.P*Y increase or praaotion. . P,ach r;enge must have a ceiling. With no change in the WTI# it is possible for the employee to remain at the top of his range to another higher indefinitely or until ouch time that he is promoted paying position. : top in the range will not ba permitted. nepartOnt Increases above the ees prenoting to higher directors should stress the importance of nmp1oy j po~titiona within our Organizations rather than hiring from outside to qualified for positions with 3 fill suoh vacancies. >;mployeee who are hour ou thr l~ higher pay should be encouraged to promote to such positions 9 i 5ob openings system. (13) i !.v v. i 7A Eligibility for satisfactory performance Increases Each individual having supervisory respo:lsibilities is charged with determining whether subordinates should receive SDI's. The recommended Increase shall be subject to review and approval by the Personnel Director for ocaeplianoe with approved policies and praeticus and should be based upon and consistent with the performance of the cat+loyee, as ) ' evaluated by his superior and approved by the department director, A memorandum tor the record or approved evaluation report for recording ' strengths and weaknesses must be suhaitted along with the status change to the Personnel Depaxtment for processing. F Only Permant:nt full-time and part-time employees shall be eligible for SPI considerations however, it will take part-time exployees twice as long to advance through the steps (*,96, six-month permanent s, full-time tenure requirements would equal twelve-month tenure requirements for part-time personnel working 44 hours). 7.5 Deferral of Satisfactory Performaince Increases A departiaent director may defer the approval of an SPl not to exceed e period of mix months, The SP2 may be given with eligibility for a subseyurant increase dating from the date the last increase was f received. When an increase is deferred, it will be documented in tho; employee's file in the Personnel Department, The supervisor or i Department Director shall counsel the employee regarding performanceO provide the employee with written notification of the reasons his/her (24) performance has been judged as sut~stendard, and outlins speoifie ways r and means of correcting performance problems. A specified period should be establisbed during which future i efe nee will be observed and the employee reansidered for pay increase, 1.6 Failure to Is~prove Performance ~I Employees who do not improve their performance will be sub~oot to further disciplinary action up to and including termination. I 7.7 Anniversary Dates Trnployees will receive consideration for their first increase after October 1, 1974, based on their current anniversary date unless, the total wafting period is less on the new plan. In that case the { anniversary date will be advanced to the advantage of the employee. Tenure in their current step under the existing program shall be counted toward advancement out of the step to which they are assigned under the } new pay plan. For example, if an office/Clerical employee has eight months tenure in step a under the former pay plan and is assigned to step D -ender the new pay plan, the individual world be eligible for performance evaluation and a two-step increase (to step F) in four months. After the first increase is given according to formerly (previous to October It 1979) established Anniversary dates all employees assigned to Office/Clerical, 9erviee/Maiotenance and f Technical/para»profesu'lonal pay plans shall have their performance evaluated and consideration given for pay advancement vaeed on the time t j framas authorizod for, each job family pay plan. Employees in the 1,. 1, prolsss3onal, Management/8uporvia ion job families shall be reviewed for a rfornaance appraisal and salary increases after COMP letice+ of 12 sontha °\=J frees their &Miaersary date. For fiscal year 2979-80 the anniversary l { date is establieMd as the data the employee co~Platee his/her 1 probationary Period or the date the first increase after October 1, 2A79 4 is authorised. 1 } ,I k y a , t ~ r POLICY AREA CURRENT PRACTICE ISSUES COMMENTS PERFOAMAMCE o Job function/task rating system ("check-off" o Depending on Compensation EVALUATION tailored to each position for consistent reward program, rating areas) - See attached evaluationsystem should 1 -service/Maintenance ensure fairness and -office Support/Clerioal consistency in perform- -Technical/Paraprofessional anced based 'program -Police -Fire o Difficulty or ease of administration ' o HBO rating system (narrative tailored to each position for consistent rating areas) - o Ability and desirability See attached to differentiate levels j ' -Professional of performance to support -Management/Supervision monetary rewards -Directors c A MAJOR training issue o Consistent system across organizational lines o Methodology -Narrative o Frequently overdue reviews; delayed feedback -"check-off"; behavior- to employees; some superficial (tittle ally anchored depth) -6- VI , PERPORt~1l1CL Ir d.1 The City Management has established a philosophy of pay for performance. The formalized program was initiated October It 1979, for senior aanagoment with the,intention to gradually develop and extend the program for all job'families, The benefits of a formalised performance y improvement program are as follows: A. appraisal provides each employee with a better understanding of the job and the supervisor's standards for performanoe, and an evaluation, of how well the employee meets those standards. I 9. Appraisal provides an opportunity for exoban9e of information i between each employee and his supervisor in order to ensure consistent progress toward achieving departmental City, and the j employee's professional objectives. C. Performance appraisal is one factor which assists supervisors in f making decisions related to wage and salary adjustments and/or I promotions, 1 With the implementation of our new pay system which provides greater discretionary responsibility to supervisors in making salary decisions, it is imperative that each department begin to develop a means for dialogue with each employee being considered for a pay { increase, s 6.Z Oath department should incorporate the following objectives as part of airy performance improvement programs f ` I ~ 1 1 establishing WrforWae standards whiob will, to the maxiaane extent feasible, persit the accurate evaluation Of yob performance ~ on the basis of objective criteria related to the'lob in question for *Bob asrployee or positionb g, reoogniting end rewardinq employees whose performance so warrants) { in improving q unarovicceptable performnoef and ` C. assisting employees D. reassigning, reducing in grade, or re,novinq employees who contittue I to have unacceptable performance but only after an opportunity to demonstrate acceptable performance. d i Ultimately, a formalised City-aide performance improvement prograa will be s de of treatment throughout deparbaents. signed to ensure consistency i K t 1 I 1 ,i f I 1 J y ! (2Qj 4W W Z-- CITY OF DENTON JOB RELATED PERFORMANCE REVrE11 ' (All sections of this er ormance Review orb s,Nst be completed.) Employee Names e Performance Review Due Date (See employee's ita tus record) Position/Titles Date of Last Performance Review Department/Division PART 1. PERFORMANCE MEASURES AND FACTORS Levels of Performance Measures*: Consistently Exceeds Supervisor's Expectations "M" Meets Supervisor Expectations "T" Needs improvement to Meot Supervisor Expectations Comments required for a rating of "E' and 010; comments are preferred for."M". Performance CategoriesE { 1. `Job Respponsiblities: Key activities for which this position Is responsible in i?dllfion 10 those `listed in other categories. ' 2. Problem Solvin s Position responsibilities that are related to resolution of conflict an avoidance of errors. t 3. initiative: Specific areas where it is expected that an employee will n a e action with minimal or general direction and anticipate organization needs. Interpersonal Relationships: Tho*e aspects of the position involving contact t M ers. 0 6. A ro riateness of Behavior/Judgements "Work Habit" activities including a n ante, punt ua i'i, t dnd organization of work. Also, activities' related to the ~ in which a Tob is done. 8. Leadership Res nsib:111ties. Any activities related to providing direction to o ers. Tn s nc u'3es"boils formal supervisory; responsibilities and direction given to others, aside from formal supervisory relationships, in order to carry out positim, responsibilities, 4 -T-1 T- T t Job Related Performance Review fags 4Z PERFOFSWICE FACTORS: :Lev*ls of ~ Pertormance* Comments: , i { , I i , i 1qr r c+ Job Related Performance Review. Page. 1 PART M, JUSTIFICATION AND SUMURY INFORMATION A. Strengths' List positive contributions this employee has made depar'ts►ent:.divisfon. ~ to your tl . r g• Specific Actions t SPectflc actions needed for em in w expectations. Discuss ,for employee s•performance to neeQ~srov~ease~lI 'supervisor's t y a 7 0. Sit e►wisar' s~-"""'a.~" . 1 I• According to the pay plan is a pa with this review? Y increase a consideration CI Yes No 2• Has this employee reached the top of his/her pay range? ' L7Yes }3. Recommendation 1-7 No Increase / 70ne step Two step t .N 1 paD Ke~tsd Performance Review 4. Provide Justification for your recommendation, partial increase ar no increase is granted due tolperforman~~ if a 1 deficiencies, the Performance improvement Plan must be Completed for, this employee): , 1 6. Performance Goals (for next review period)* i j NOTE: Immediate supervisor meets with his/her supervisor prior to discussing' the employee's performance review with the employee, I PART In: EMPLOYEE UCTION L,7 Has this performance review been explained to you? Dyes .17 No Q Agree with review Do not agree with review Date of next performance review EMPLOYEE CO1.HENTS: J Employee' Signature - I Date Jbb Related Performance Review Page ^S- PART IV. APPROVALS AND SIGNATURES Supervisor's overall comments about this employee's performance during this review period: ttx ~ 1i ;E a: Evaluating Supervisor gna re - p rr• ...................r...........w....................................r.. r...I....r { Comments by next higher level of supervisor: t Next Higher Level of Supervisor signature' I Revised 1/17/84 ab/0450P f } t1 t •l'f1111 'M - 1 6,111 VM'NNNi1. a1M Iwo la"OI' r1.IW 1, . 1-IN~L{VyVtl IM{IIW - Dale , To The Empio ee: a Tile following actions need to We place in order to bring your performance u to a level where you are fully meeting the requireaents of this position, My scheduled increases will be considered upon successfully completing the actions listed below, o Follow-up Review Dates y I' M , cites IV supervisor has explained th above action *(This section to be completed during the follow-up review session)/ steps needed to bring nor perfor 4oce up to his/her expectations in order to be eligible Supervisor's Comments/Recommendati on ss for a pay increase, (1f eligible for a pay increase consideration according to pay plan)/ Employee Signatures rr Supervisor Signature: _ Employee Cowentss ab/l/18/84 0686P. - Employee Signature: - iE _w r i. 1r S. (Ail sections of this Performance tteviw'for>• 14 ~ytr Employee Maser Ir r Performance Aeview but Datot Position/Titlet Date of Last Performance Reviews Department/Divisions r. I. PERFORMANCE CATEGORIUs A, Departmental vork/Group Related Obiectives/Proleotst, I" ~ responsibilities for which this pooition is responsible is additfoo to those listed in other categories. B# su. perviao"ry 8kilisAeadersbint Supervisory- responsibilitiel auA direction •givon to otborst aside' from "."Formal superv sorlm`` relationshi , in order to cart out m` p position responsibilitios. C CO Conmeunioatioar Objectives which address specific expectatioAi r l the area of written and interpersonal akills and presantatio skills. , . D, AdministratJ14 Reportinat Objeotivos which indioat,* expeotationa regarding keeping supervisor and/or others informed oe various responsibility areas or important information. This cap include ' anything froo formal written reports to conversations to Weopiag i supervisor inforood. Productivity constructively comunicates i y problem areass to planninga►~d budcetinar ahese objectives that are involved with ; r organisation of work, preparation for future areas and finanotal controls. ,t " , F. r" gar Part iolration/Professionalierr Methods of operating <that' I contribute positively to acoompliahmaont of team objectives and demonstrate professional *aturity + + 1 ' ly;, G. trgatiye Aotionr tftorts , of 'pceitive contributions `';koMarA dePartmont/division affirmative action~r+w `r'r ;r t; spe~oloally;ecrIitl»q~ hiringt training and retainingjprotocted'alass`-InI duait 'All w a i i 1 CURRENT PRACTICE ISSUES COWENTs POLICY AREA o Number of Structures SALARY a Ten Pay Plans -one for entire City STRUCTURE -one for police and Fire -Service/Maintenance -Job Families -office Support/Clerioal -some Combination -Technical/Paraprofessional police o Type of Structures -Piro Min., Midpt-, Max E professional -Step system Managemant/Supervision -Soma Combination -Executives/Directors Seasonal o Design of Structures -special Agreement -Number of grades 0 Step Plans for, (Exempt and Non-exempt) -Service/Maintenance -Spread bAtwaen'grades -office Support/Clerical -Spread between steps or -Technical/Paraprofessional min/midpt/max Police o Some Combination -Fire seasonal -special Agreement o Administration Flexibility o Range Plans (Minimum, Midpoint, Maximum): -.Professional -Management/Supervision o single Incumbent Rates: Executives/Directors W8- I I i r i POLICY AREA CURRENT PRACTICE IS>IUES CE►S r RESPONSIBILITY o Pay Adjustments o Ability to maintain i Budgeted funds -Market Adjustment$ -Level of -Proposed by Personnel to Executive o Consistency and equity Authority committee across organizational -Approved by City Council (Budget Issue) lines -Monitoring -Merit Adjustments Proposed by Manager/Supervisor to Director o Past practices supported by performance evaluation Director approval within pay plan guidolines Reviewed and monitorod for consistency by Personnel o Assignment for Pay o Administrative -New Hires/Re-hires flexibility -Proposed by Manager/Supervisor to Director at minimum of pay plan with designated SPT progression Execptions up to midpoint approved by Department Director and Personnel Director (and possible change in SPI progression) -Promotions -Proposed by Manager/Supervisor to Director normally 6% above current pay level with consideration of SPT date Execptions,approved by Department Director and Personnel Director (if justified) -Demotions (Voluntary and Involuntary) -Proposed by Manager/Supervisor to Director normally placed in lower position pay range at same or lower rate depending on situation Execeptions approved by Department Director and Personnel Director -7- Mrl M1f if )fir ' r A POLICY AREA CURRENT PRACTICE ISSUES COWENTS RESPON reXLITY fi Lateral Transfers Proposed by Manager/Supervisor to Director normally placed in position pay range at same rate -Execeptions approved by Department Director and Personnel Director } i ~j 4 a ! I r -8- I~ ''it v. , T _ _ w 1 4 II. GENEPAL POLICIES ity that department directors are ultimately It is the policy of the C 2 n their ation policies for administration of comp-ens responsible I artments. The pay system, policies, and p100041"s are respective dep designed to provide fairness and consistency of cov"nsetion throughout rvisoty personnel in the ext,vution of their City by aiding supe the A res nsibiiitSes. These responsibilities area A, To explain the salary program and policies to subordSnatesi g, To insure that a c'" ant, complete, and accurate position aitSon3 description exists for each po G. To Periodically reViEM the performance of subordinates and to acn►lse need to improver them of any areas in which they D, To determine the salary increases appropriate for subordinates s, roved salary budget and pay plant i within the app relationship of performance And compensation to j E, To explain the J ` subordinates. ~r am Of the City will be The position Classification and Coopensatioo grogr t r 2.5 individual's race, ~ implemented and administered Without regard to any I. color, nationality, religion, age or sex. i 2.6 xnual pav for oval Work of the City to provide equal pay tot jobs that require It is the policy performed under equal skill, effort, and responsiblity and which are • working in the same or comparable similar working conditions. Employees performance exoe t when differences in positions will receiv e equal pay sation. and/or tenure justify different lovels of compen 1~ IRF 1 1 - N 1 . AML sibilities and to 3.1 in order td aid supervisors in fulfilling their resp~ Mid* provide equitable and consistent salary administration on a City- besie ion of the City , the personnel Department, under the direct Marra9er, shall be responsible for the overall continuous aaintenanas tian Classification and Compensation and administration of the Pasi 11 progras, policies, and procedures. ~ i i 3; d Z f I ~ f f j s lJ v. ><ssic 'T op a wYZaes pox Prat WRPOSas S, I classification sd compensation progzaar the l In administering the Position following procedures outlined below shall be used to determine rates of pay for all assignments. 5.1 New Permanent A, Service aintenanoe Office/Clerical a Technical/pare-professional for new employees will be the minimum rate The starting rate of pay of the pay range for the appropriate job classification. • 1 i 1 8. Professional and ?lanagement/Superoieion t' Compensation for new employees should be set at a rate between the s - tangs for the position. hn 91, minimum AM the mid-paint of the pay employee who meets only the minimum requirements of a position 4 y should receive the range minimum tate, In cases in which a ' , supervisor considers it advisable to compensate a new lnsployea at a lo•+el above the minimum of the salary range fox the position, 1 approval from the Personnel Director should be .Nbt&jn&d prior to the individual's appointment to the position. only upon tecoamnendatior, the Personnel Diteotot i . of the Department Director and. approval. by may the starting salary for a new employee be adjusted to exceed the minimum r fog that patticnlar job classification in order ate of pay , to compensate for extraordinary previous experience, additional education, current salary of Candidate, or other appropriate factors. Commitment by a supervisor to a candidate oonoerning.such 'nf action must not take place without prior approval. (14} f C. Trainee Poeit;ions' in unusual cases in which it has not been possible to locate an applicant meeting all of the minimum qualification:, a candidate, t. with the approval of the Department Director and Personnel Director, may be appointed in a temporary trainee category at a rate less than the minimum of the range. The e".ct rate and length of time for l trainee status shall be determined by the Personnal Director. The employee must be able to meet all of the minimum qualifications before advancing out of trainee status. t 5.2 Former FrmploYees t Upon recommendation of the Department Direotor and approval by the Personnel Director, a former non-civil service employee who left in good I standing and wishes to return to the City in the same job classiticatioo ' may be paid at a salary rate equal to his/her forma level of pay, provided he/she is re-employed within twelve months of termination. ( I I ? 1.1.3 Promoted A i ees When a,I employee is promoted (moved to a classification having a greeter / oat* rate of pay than the classification he it leaving) a merit raise is normal to recognize the fact that the employee is experienced and is going to occupy a position demanding more responsibility and/or skiil r than the former position oeoupied. -the amount of salary increase to be granted will depend on individual eircumstanc~,s and include consideration of the following'factorss h, salary steps and ranges of the new classification 8, salaries of incumbents in comparable positions i i All , C. relative expefienci, training and education D. length of service with the department and City. The exact rate of pay will be determined by the department director and Personnel Director. When an omployec receives a promotional increase, his anniversary date for merit increase consideration will be adjusted to the date of the promotional increase. When a promotion occurs in the month iauaediately preceding or subsequent to the period when an employee is eligible for or receives a merit increase, the projected or actual merit increase shall be included in determining total compensation for promotional purposes since promotions are a result of meritorious performance. i , 5.4 Demoted 1 ees { Specific reasons for the demotion of any tmployee shall be submitted in writing to the Personnel Director. The rate of pay shall be determined by the department director and the Personnel Director consistent with I ~ i the pay range for the lower classification. t 3 F 5.5 Voluntarx Demotion Open request, an employee may elect to accept a job in a lower classification, This request must be in writing, approved by the Department Director and forwarded to the Personnel Department, The { I request must include the date, reasons for 'requesting voluntary demotion, and signature of the employee. The rate of pay shall be determined by the Department Director and the Personnel Department consistent with the pay range f.or the lower classification. ~l 4 } X16) r 1 F l 5.6 Lateral 'transfers ~ fS .,I When an employee is permanently transferred to another position classification in the same pay range or transfers to another department in the same classification (i.e., a lateral transfer)f the employee's rate of pay will remain the same. is Sol Returning from Leave of Absence I The rate of pay for an employee returning from a leave of absence shall F be recommended by the department director and approved by the Personnel Department. If a leave of absence is 30 days or more (requiring the City Manager's approval) an employee's performance review date must be advanced accordingly. s k So$ Assignment of Seasonal/Temporary }nloyees Seasonal and Temporary employees shell be asaignad to the single rate established for all positions in the appropriate pay range on the Seasonal/Temporary pay plan. No action on this pay plan is eligible for performaace increases. i i' i E I 3 t i , r i POLICY AREA CURRENT PRACTICE ISSUES COMMENTS OTHER o Recruitment -Advertising -Laborer positions Hourly rate of pay published -Minimum salary and hiring range y -Office Support/Clerical, Technical, Police, and Fire -Month salary -Hiring range Professional, Management/Supervision, and Executive Month salary -Hiring range I 1 J HERCER6.PRN 4117190 6:46p -9- y , TEXAS 76201 / TELEPHONE (817) 566.8200 CITY ED Of DENTON, TEXAS MUNICIPAL BUILDING / DEN70N, y MEMORANDUM TO. Executive Directors and Directors FROM: Lloyd Harrell, City Manager DATE: May 3, 1989. mom hensive Compensation/ Classification Stucly Mercer Meidinger SUBJECT, pre Hansen As you may be aware, Mercer Heidinger Hansen has been awarded the contract, ioncl$ssificatir to conduct a componslandcpocformdnce/evaluation parogramdandfporaviderrent ; classification, salary recommendations is a signifi rtakiigiwhiohaisdantmcipatedoto lnsteover thetnext 18is cant for a months. Your involvement, particularly in these initial stages, is essential to your involve~ and inu . Of s now olic tedathroughoutsthe entiresevaluationland implementatianoprocesst sol . am requesting that each of you meet with the , " over the next In order to begin the study i i S Mercer representatives, Cathleen Chamblias and Red Doherty, two weeks. 7 1 ! t. i ~ The purpose of these meetings will be to discuss your perceptions regarding 1 current ike pro the strengths rated, methodssusedtto conduct performanceaappraisals, ate. ! to sae imngs will The meetings wi11 be informal and will simply provide you with the ; opportunity to voice your' thoughts and concerns at the outset of the study. Cathleen or "Red" will be contacting you directly to arrangge a meeting time. The meeting should andprRed°awi11 try touschedulermsetingsAarround yours to a minimum, Cathleen and r physical locations so they will Astmuchr~asnpossible,1pleasevtryrtto arrange forth between City facilities, s your schedule to accommodate this scheduling, for your cooperation, If you have questions concerning Thank you In advance t this, please contact Tom Klinck. s a C'C oyd Harrell City Manager lhmemo2orn 5/2/89 10:308 r i I i i COMPREHENSIVE CLASSIFICATION/COMPENSATION STUDY ~ (Mercer Meidinger Kansan) o Executive Committee and Directors Interviews Complete -Valuable information on your perceptions of strengths and weaknesses of current: -classification program -compensation program -performance evaluation program -Valuable information on your specific needs -Goals and objectives of an effective program k, Ideas for positive changes in your new program o Philosophical Question Defining Overall Coo"nsability: i. _saslo or fundamental coo"risability - a position's general duties and responsibilities as they contribute to department/division's accomplishment of goals and objectives; equipment and machinery operation, certification or licensing, citizen contact and interaction knowledge, skills, and abilities, etc, i 2, Management and supervisory compensabillty - a,position's managerial and supervisory duties and responsibilities as they t contribute to department/division's accomplishment of City's goals and objectives; planning, budgeting, leadsrship, "people" knowledge, expertise, skills and abilities, eta s 3. Individual contributor coahensabiiity - a position's increasing technical duties and responsibilities as they contribute to department/division's accomplishment of City's goals and objectives; planning, budgeting, "technical" knowledge, expertise, skills and abilities, etc. I I I i , ,fir F + O NPREHENSIYE CLASSIFICATION/COMPENSATION STUDY (Mercer ihsidinger Hansen) o Executive Committee and Directors Interviews Complete valuable information on your perceptions of strengths and weaknesses of current; -classification program compensation program -performance evaluation program -valuable information on your specific needs -Boats and objectives of an effective program I -Ideas for positive changes in your new program { o philosophical Question k Defining Overall CoapensabilitY' "sition's general nsability - a po ntel coaroe i, Basic or fundable I ; duties end responsibilities as that contribute to department/division's accomplishment of goats and obieotivas; equipment and aandninte~ectionoknowledge,cskillsarandcabilities, citizen contact etc. sition's 2, Management and supervisory ooiepsnsability - a Fo Managerial and supervisory duties and responsibilities as they contribute to department/division's aleadmlist ership n" peop0ety's goals and obSectives; planning, budgeting, knowledge, exportii~e, skills and abilities, etc. } naabi,lity a position's g, individual contributor coMe increasing technical duties and responsibilities as they contribute to department/division's accomplishment of City's goals E and obJectivec planning, budgeting, "teohnicW knowledge, expertise, skills and abilities, eta, I' 1 1 i i ..r r. 'A POSITION RESPONSIBILITY QUESTIONNAIRE (DRAFT) YOUR FEEDBACK ON: -Design -Review Process 1 -Information collected -Timeframo -Ease of completion -etc, o Design 1. Basic Job Duties i I 2, organizational Relationships 3. Compensable Factors: I. Knowledge VII. complexity l II. Experience VIII. Budgeting/Planning t Ill. Skill Requirements IX. Contacts IV. Technical Requirements X. Mork Environment V. Originality and Creativity XI. Direction of Others VI, Decision Malting 4. Employee's Comments 6. Supervisor's Comments o Information Collected - Agreement on compensable factors o Ease of C;;pWion - for employee and for date input to Computer - questionnaire testing by representative employees at all levels o Review Process - by Supervisor,'Superintendent/Division Manager, ` Dirsotor, and Executive Direotor o Timeframe for cWletion - by employee 2 weeks - by Supervisor - 2 weeks by. Superintendent/Division Manager - 2 weeks - by Director - 2 weeks - by Executive Director - 2 weeks ORAL: 3 MONTHS - SEPTEMBER it 1989 r} I F 'r C*"nsable Factors 1. Knowledge a. Education 11, Experience a, Prior Experience ? b. On the Job Training/Experience ° III. $kill Requirements a, Speaking Skills- ! b. Math/Accounting Skills c. Physical Dexterity Skills d. Problem Solving Skills e. Local Governments kills f. Public or Citizens Interpersonal Skills 4 IV. Technical Requirements ' V. Originality and Creativity vi. Decision Making a, Authority ` b, impact of Decisions vil. Complexity a. Judgement b. Flexibility VIII. -Budgeting/Planning ` a. Budgeting b, Planning IX. Contacts a. Outside Contacts # b. Inside Contacts X. Work Environment a, Working Conditions b, Stress c. Hazards XI, Direction of Others a. Supervision b, Type of Work Supervised o. Character of Supervision r i i Employee Name; position Title, D Job Code, position Control Number; F~ V City of Denton 9re Position Responsibility Questionna i a lid yt k j 7 f-.rS 4W^ r, PURPOSE AND INSTRUCTIONS i ~ I i This questionnaire Is designed to gather facts about the duties and respon- sibllltles of your job, Your answers, the responses from other employees In the job, and comments from your supervisor will be used as input Into the E evaluation of the fobs at the City of Denton. This form will also help us to update our current understanding of the jobs which make up the City, l Keep In mind this Information will be used to help us better understand the 4 i I1 duties and responsibilities of your job. The form Is not an evaluation of your ' performance on the job. l I Please be thorough and accurate. Do not understate or Inflate your ~ answers, Base your responses on the duties and responslbilltles that are most typlcal of your job under normal conditions, not special proJeots or L., temporary assignments. It might be helpful to Imagine you are explaining I, the l I N' requirements of your job. to someone just hired to the position,' I' ' ~ II r Only your supervisor and certain members of the Personnel staff wlil have access to your completed questionnaire. If you have an see the Personnel department, y any questions, please This questionnaire will be computer scored and computer validated,' Hence, responses which appear Inconsistent will be reviewed In more detail to fully understand the reason for Inconsistencies, Please be as accurate as pos- sible, i b t l::f f i t p. M } GENERAL BACKGROUND INFORMATION } Date: Y Your Name: I~ ? e Job Title, - Department: DlvWon: I r', Your immediate supervisor's name and job title: , l Name: _ i 'title: Your total length of service with the City: Your total length of service' In current job: I Years Months Years Months I I Your current pay status (check one): LA ❑ exempt (not eligible for overtlme pay) f ❑ nonexempt (eligible for overtime pay) .i YOUR JOB SUMMARY Briefly describe the 'basso purpose of your job, What is the overall goal of your job? 1 1 6 Supervisor's Initial L___ t J s f ~ YOUR BASIC JOB DUTIES l.Ist the most slgnlflcant duties currently performed on a regular basis. Start each state. ment with an action verb; for example, draw, build, distribute, write, plan, process, design, administer, etc, indicate the Impoiiance (In ralatlonship to your other duties) and fre. uenc of each item you have listed by recordinC the appropriate number In the spaces + provided (use the pulde below). rr 1 iF~ IYrc Y777, \7--" g ' ".lg~f(1yp` p )s~aY f m° runt op g "ate ; b P,7 f a e iGAuw " 3~) QQ ~K( . M C ~ .,G ~X < 1~ ~ 3 s Y' f i x is `Sd rr73~~s{4~(„ f kxy yc nti z(!s r y ~`~y, 13 J,fr0'~. ,~,1 "2~3 1 ^0.. I ~~IR 1A 52~"7 ~e f}'wiU V tr K r kk A py~ s >,i s.~ " , fA ~.'T S ~9k 'ad r~ yf~w M k~~'~ .xyat e 7 w. P~ semi ~ stffRi..s .{C ?.$a aC.t- A .f .y< xw as h` f tv.> :y.'.t j i pJ r s 5r= s Ef sY~ ,>&WU'?SA' {~>IYi.,~~ ,y yt,~lye'yy~ ~rq ~ 'r~ 1 ~ yV 3 f . ~ < ~3TV t a ~ i ~ t•~~' tyf~ 7 f 1 YYzzmm~~ Example: h~~tles Signfiln~~noa Fre;t.~~;~,,;r w 1. Compare ac.,)w1ts a able ham, nicos against 3 i purchase requisitions - i MR149 Significance Fiegien.,y 2 ± Supervlsor's Initial t 2 I , M1I i': i I' YOUR BASIC J013 DUTIES (continued) Significance Frequency Duties (I 3. r1 t r I r„ I 7. - 8. J 1 I I 10, I I I~ !tC 11 r Supervisor's Innlal= l g A ORGANIZATIONAL RELATIONSHIPS Please fill In the chart below as it applies to your job, Start with your job (third box from the top) complete the two levels above your job; then, on the left, others who also report to your supervisor. On the rlght list the jobs that report directly to you, rK Personnel Use Only Next Highest Name Pos, Code, , Management Level Div, Code; Title Dept, Code, , Name Pos, Code; Immediate Supervisor Div, Code: Title Dept, Code; r . {ice - Pos Code i Your Job s ~fi s ,w r Name }.P'e £<<N.-i i.m a7f i Y.}.K < iz2'ixitll0 = IM, Div, Oodei M k µx"~~+ "Pile Dept, Coda i Other Job Titles Reporting To Titles of Jobs Yourln,imedlate Supervisor Reporting To You ~~e I Supervisor's Initial C i 4 i V L A '3a i ORGANIZATIONAL RELATIONSHIPS (continued) _ ntinued) 4 P* List the logical promotional posliions to which someone could be promoted from your position; a l Position Title; iron Personnel Use Only) Position Code 4 i { lose the posliions within the City that could qualify s person to be promoted to your posi• F Position Title: t (For Personnel Use Only) l Position Code Supervisor's InItlatr_ 1 KNOWLED(. This question addresses the type and minimum level of formal education that Is required to be hired for your job, it does not address the type and level of education you may have personally, Check the box of the one statement which most correctly describes the minimum lever of education required, The answer you select for this question may be dlf• ferent from your personal background, i A. Education - i~ i Some education, but not a high sohool diploma, ❑ 2 Vocational or trade oertlfioation, ~r tj a High school diploma or equivalent, a High school diploma plus commercial, vocational, trade or technical traln- Ing of 12 months or less, i ❑ s Specialized or technical knowledge requiring 2 years of formal training (As soolates Degree), [ a Bachelor degree gained through a formal four year college program or spe• J olallzed technical training of equivalent length (BA, BS). ❑ 7 Some specialized knowledge or certification beyond the four year level F ; i, (CPA). l s Masters degree or equivalent formal training in an area of specialization directly related to the work performed (MBA, MS), E I~ o Doctoral degree or equivalent formal training in an area of specialization directly related to the work performed (JD, PhD, MD). j 7 I If your job has a specitio certification, Iloensure or registration requirement, please Indicate; L le j 1 Supervlaor's Initial 6 i., i S k fN 1 l" !I. EXPERIENCE l Experience as used here means that a'person has actually performed the work In this or another organization which would prepare him or her to adequately perform the duties of your position in our organization, Assume that a person has the minimum level of formal education you Indicated In the pro. vious question, Check the box which Indicates the least amount of work experience or training prior to entry Into th(! ob that Is needed to be hired for this job, A. Prior Experience t 1 ❑ Less than 6 months, ❑ 4 3 years up to 6 years, i ❑ 2 6 months up to 1 year, e 6 years up to a years. a 3 1 year up to 3 years. ❑ e 8 years or more, ' G How' many years of experience did you have when you were hired or promoted into your position to our organization ? Assuming that a person has the minimum level of formal education and experience In the } 1 previous two questions, check the box which Indicates the least amount of on-the-job train- Ing required after entry Into the lob until the worker is producing independently. V4 tJ S. On the Jab Trufning/fix •rlenae _ p r a ❑ r Less than 6 months, ❑ 4 3 years up to 6 ears, y 131 z 6 months up to 1 year, ❑ s 6 years up to 8 years. e I. ❑ 3 1 year up to 3 years, f ❑ s 8 years or more, t ,,t How long did It take you to begin operating Independently when you were hired or promoted Into your position in our organization i to t is y Supervisor's Inhlal~ { kAi 7 .4 i y III. SKILL REQUIREMENTS S For each skill area, check the statement which most correotly describes the most difficult skill level used In performing your job duties, As with eduoatlon, the statement you select for your Job may differ from your Individual skill level In an area, , A. Speaking Skills ❑ i I do not need any special speaking skills to perform my job; most of my speaking Is fairly routine In nature, r, ❑ x 1 provide or obtain basic types of factual Information or explanations (such as Instructions or work orders), ❑ a 1 provide explanations of technical or other complex matters to people with little or no background In the area `under discussion, ❑ a 1 provide explanations on technical matters to people with experience or knowledge of the technical area, a I provide comprehensive and concise explanations of technical or complex ' matters to people at high levels within the City, } H, Math/AooounNnty Skills i I do not use math to perform my job duties; I ❑ z 1 use basic arithmetic to perform simple calculations and/or make simplex. bookkeeping calculations, ❑ 3 I perform analyses Involving ratios, percentages and simple statistical methods and/or make oaloulations to reconcile financial statements and ac- counts. t ❑ 4 i perform algebraic, trigonometric, geometric operations or moderately com- plex statistical methods and/or apply high level accounting methods for financial reporting, a I apply research methods, algorithms, calculus or advanced statistical ' methods and/or apply advanced accounting methods to assess overall financial position, 8upervlsor'o InI lal 8 l III. SKILL REaUIREMENTS (continued) l For each skill area, check the statement which most correctly describes the most difficult skill level used In performing your job duties, C. Physloal Dexterity Skills 13 s My Job requires a few simple hand operations but little close or accurate 1 timing, ❑ 2 My job requires some accuracy and Intermittent use c' nd operations wlth some speed and accuracy, { ❑ s My lob requires moderate dexterity with ordinary speed and accuracy for most of the day, My job requires a high level of dexterity and. coordination to manipulate machines or high volumes of materlal In short time spans with rapid coor- I f ` dlnatlon of movements, ! ❑ 6 My job requires extensive and highly skilled eye-hand coordinatlon using ! precise and complicated operations over major portions of't' , i work period } i + with high accuracy, f D. Problem Solving Skills ? t., ❑ i Problems are generally solved by my supervisor, s ❑ z Problems are generally easy to Identify; solutions are deflned by po1probb- with required action specifically deflned, i k ❑ a Problems are apparent but precise Identification may require furtheInquiry or research; solutions are based on standard operating Ing, ; procedures or welt-establlshad past precedent, a Problems are not readily apparent and symptoms may be vague; fmay be Incomplete and require further Inquiry; solutions require Interpreta- tion of Information slid some Independent judgment, ❑ a Problems are difficultearoh Ideand facts may be Insufflolent ntify be necessary and soiutloner equl mislead- Ing, extensive Inquiry/res Integration of Information and considerable Independent judgment. 'C + 6 I ' Supowlsor's Inltlel= Frei k , TS contlnued) 1 III. I REQUIREMIIEN on measures the breadth of local government e s thaf corerespond toeimportance b This questl ulde o )low, circle the successfully, Using the g and level of working knowledge required In the job, x4 d: ~ o M ~ a s T e T 3 ° XM a 'ax T^?3 x y) , ~r ~ r'i ~ ~ KE : f a c c rFS , k, 3 Y t P``i. s`.Z"' ' hY rz"r`'(v zS,Y F'~: r °'anf^z.W . p~ ^0 ` 17 %s a k~ac Y ,u'LV x Aw, N Kc4 ~ hx, tis ra,'~"„xa 4 'Fx i } r'"ws ~5` 1} >r'%"Kt~" ti y^y°s x~ ~A: `ta,t 'aoc f~°sar° B7v ~ r~iemb"c n. YL Dd ~ CV ~mxx hCj ~CMi~~~~~ ~ UY P4 , ~ T A h~ 4~ S °s~5 `~14 ~S< S~y 7vxj~ kyJtkiwK ~k I .'Ls* A r. P ,v, , . p s Ko lB sF rQj' e YGE! ~"1 i" v a ~ s~ '6s7,' 'k'K axJti u w the t's.`x,. S r ` ~ YPq ?ir„ l4 x w Y (►l~~w Y .~)t > wa; ~cx xcy.:.7c k7 v w nN v ` ~~y~~ Sk . e,~~. f s sz s ~ `y'ea. Ae,rt`w my >nsa !7L'i 71 »4 ky'~Yv'z9`'., '1 ,R}r t r e r a za r s k, `~e[u ;+Yi~ K Rt x ~ 1 ~ i~ vy¢ 5` M ZY. yy 3'~` S f °~K~x~q 1 g): b kty~ { :ar<< '4y ~i~. ~ ~ ~ - sbY.~ ~3~ 5,4p3a Y~ b > n ry`ss~~`~,4 E~ ♦~pG(5(y~~ ~Ny 5i1~ ~S <t`~. e I 4 _ v.,< <s,~~ SSSSStakg ~`^u ~AC[`Y &3e 2"K J gRtd ^ (y~ If9~f ~ i'P~ w~ g(~~ ~-u ~ x ~ sTtFc" rX1.4 re sS?f eve ~'°r,, 4Y.Sa~k~.~1 ~t~i~tY r ~~'f #~[(L~ 's Shy 'Px {',.,y '~j~r 'k`kr ^^rtJ 1c~ y ^'r43 '7 r 'Le ' nw M> y: 4 h~> !Wj ,TMp vSiv t 4 k 2 'fkti~i~a 1 s V3'?jKF~, `jIM~,. r h .kR my .Y kry. z ~1 r`4 4 N 44% ."L+ Xk !+l i4k IY~..1 1t Y"iY : N4 Y~ /Py.4 Y•, .1 gSt~c' X~YJ:i t K QJ~ ~~I1yry'% a 'ate , Y11k.. Rik r3' ey Yr~ 4 ~rQ}:_ 'ilwy S R~3,i, y~.{j K~I'li'n k~ , ~y 4 4 'Fr~ ~pF a~ PF~. %£Y.'4S Two R< yet ~ 'Nrct S ~Y ~ ~S"~ 4 k , ~ S`mty SSY.. ~ s ~ 4F„TS/J .4 Y , ry-0 .`kkt.!, Suti4r {y ~y /j Xy rM t h°k 4sx t S b t !a < A rfh k `~v Rn b ks Y~i i X E A 4.. ra ~4 ~ r kva Me '?K x p t z u, ,yam„„.~kue ~ K r,r 7<•df nk ; ~ ~ ~ s zk Y " r vX y,tEJLR3„ y e.t, mro s, ? `3"s `~~yX~~4 n,~ xV~'P",~4+~i(C s~~44K`~ ~i :-."j ✓"jr Aic'( ` v y, rq~ ^s~'?'K>:€f~'y`vi Example Importance Level 3k111 Area NA 1 2 3 4 Finance/Accounting . , , ` ` . ` . NA 1 2 3 4 µ F. Local Government Skills Level i importance NA 1 2 3 4 3klll Area NA 1 2 3 4 { ` NA1234 NA1234 Budgeting , , , , , , . , , NA ~ 2 3 4 Customer Service 2 3 4 „ 1 2 34 NA1234 nata Prooeseing NA t. Engineering NA 1 2 3 4 NA 1 2 3 4 NA 1 2 3 4 Finance/Accounting , ` ' . NA 1 2 3 4 NA1234 Human HelatlonslSuperv lslon . ' ' NA 1 2 3 4 NA 1 2 3 4 Laboratory Testing , NA 1 2 3 4 ' NA 1 2 3 4 Legallf3eMatgory NA 2 3 a NA 1 2 3 4 Materlalslpurchasing 1 1234 Planning . , . , , NA 1 9 3 4 NA ` NA 1 2 3 4 NA 1 3 4 NO RelaltonslCommuMoalion . , ' Quality Control . . . .1 NA 1 2 3 4 NA 1 2 3 4 . Teohnlcal 9ervicea I ~ ` ' r Supervisor's initial 10 I` ry ti III, SKILL REQUIREMENTS (contlnued) g Check the statement which most correctly describes the most difficult skill level used In p6rforming your job duties, } J F. Public Or Citizens Interpersonal Skills f~ i My job requires limited contact with the public, ❑ z My job requires the exchange of routine Information of a non-controversial nature, 03 My Job requires the exchange of non-routlne Information which may be slightly controversial at times, ❑ ; My job requires me to provide advice; it may require me to use per- suasion teohnlques in order to Influence them toward some action. ❑ s My job requires me to negotlats In order to reach an agreement or solu- tion, ❑ s` My job requires me to represent the City In public speaking forums. sA f I ~ IFJ f E fl l r , i i y, t i i ' i Is} I i $upervitor's Inltlol --i ; I4 11 w . F r IV, TECHNICAL REQUIREMENTS Check the statement which most correctly describes the most difficult technical level used In performing your Job dutles. A, Technical Requirements My job requires relatively minor technical skills, y tru_ ❑ 2 My job requires the ability to read gauges nc,.t Involving interpretation and , record readings within fixed levels, s job requires caliper and soals; Itdrequl es the use of formulas, charts mets such , men schedules, wiring dl~ f~v~rlous adjustable mesuring henk9epingtardhhh re• , quire Interpretation , understanding of necessary cr m terand make requires the dificatlonstloltexIsting Input data into a microcopu r-.. programs, ❑ My jcb requires the use of fairly complicated drawings (such as drafted on- gineering diagrams, blueprints, and surveyed dooumento)r mathematics, handbook formulas, and to program m a microcomputer usInstruments; OR ing spreadsheet i my job requires the ability packages or simple database systems. ❑ e My job requires the use of more com advanced mathematics, and a wide vulrieiy tACfpdrreclle onameasuerlnq ntatru•, r... ments; OR my job requires the ability to program a microcomputer using several complex software packages, C~ s My job requires a comprehensive knowledge and understanding: sufficient oth to deal with very complicated and involved mechanical, ~lo~iinvclved liter E . engineering problems; It Includes use of higher the application of engineering principles and the performance of the re- lated operations; OR my job requires the ability to use microcomputers for highly complicated projects which may Involve several highly complex software systems, Supervisor's Initial] 1 i ~ I l r va+ I i ` V. ORIGINALITY AND CREATIVITY rs I3 Listed below are statements describing your opportunities to introduce new and different Ideas and solutions, Check the one statement which best describes the originality and N creativity required In your job, Then, using the scale below, circle the significance level of 10 the statement you chose as It relates to your responsibllitles for originality and creativity. i ~e~~~'~ ~~ss•,~ is > 7i c < ° a pueN ' T. 1 + P " A i ~33~F } \ > TE uc0 f. `~^C' bu'~,1Y ~m Po~q t''k h 0 1> 4' f.^ ;Ft ~ <R t ~ x> "cer : FA. Orlglnatlty and Croativlty i l rtv 9lgntfloence Level + I perform tasks or other activities which do not require much odginallty or creativity U 2 1 must apply original thinking to determine the solution to problems , 1 2345 a I create new products, programs or processes, or l develop/refine concepts or theories discovered by others 1 2 3 4 5 a 1 create original concepts or theories that advance f knowledge In a technical or professional field and that can be used to develop new products, programs ' i' and/or E.y. expand City services 1 2 3 4 5 f <<w i IAA 3upsrvlsor's Inltlal l kf ' 13 VI. DECISION MAKING This section of the questionnaire deals with the impact of your job within the City in terms of the authority' that you have to make decisions as well as the Impaot of these decisions. Check the box for the one statement which best describes the authorliy that your job has r In making decisions and commitments, either alone or wish others, A. Authority ❑ s I follow specific Instructions to perform my job, ❑ 2 1 follow Instructions, but sometimes I choose which approach to use, ❑ a I make decisions or recommendations wlthfn the limits of general lnstruc• dons which have been provided (e,g„ accept or reject a request); I Instructions are clear and do not require Interpretation, ❑ 4 i make decisions or recommendations which require some Interpretation of I r rules/procedures; more difficult decisions are always referred to higher levels, ❑ A 1 make decisions and recommendations of a broad nature In accordance I with general policy and guidelines; more difficult decisions may be i raferred to higher levels for their opinion or recommendations, ❑ s I consult with others on very difficult decisions with responsibility for final deolslonslreoommendatlons; frequently t am required to provide input on s policy decisions of a major Impact, i . ❑ r l provide leadership to others and have ultimate responsibility for making final decisions; I am required to provide final approval on all polloy decisions which guide the long-range future of the City, L. Prot, Ao one or two specific examples of decisions that you make In the course of oomplet- Ing your typical job duties: Supervlsor's InIllal r~ i4 I TV 4W-- i VI. DECISION MAKING (continued) 'y Based on the authority to make decisions which you Identified In Part A, indicate the likely scope of Impact your decisions typically have, Check the one statement which best describes the Impact of the position based on the decisions made. } B. Impact of Doolslona i ❑ + My decisions impact the people I work closely with, ; i 1 ❑ x My decisions Impact the day to day activities of an entire work unit. t I - i ❑ s I have responslbl!N for making decisions which typically affect an entire j I division, ❑ 4 I have responsibility for making decisions and final recommendations { which typically affect more than one division. l ; ❑ 6 I have responsibility for making final decisions and final recommendations which often affect more than one department and sometimes the entire i + City. i, ~ ❑ e My decisions have a major Impact and generally guide or influence City: i lift direction, i I Specifically Identify the units that are affected by your decisions: P1 I j ip I supervisor's Inillol 15 _I 1 1 ' i VII. COMPLEXITY This section of the quesilonnalre addresses the complexity of the tasks and duties you typically perform in. your job, Check the one statement which best describes the com- plexity of your job In terms of the judgment you must exercise. i A. Judgment work duties are well-defined with clearly stated directions/standards. ❑ ti MY ❑ a My work may Involve occasional non routine assignments which require new approaches or Independent judgment be used, ❑ 3 My work consists of moderately complicated procedures and tasks which require independent judgment such as setting task priorities, evaluating results and coordinating with others. ❑ 4 My work is substantially complex and varied; It requires the selection anal application of teohnlcal/detalled guidelines; sarong analytic ability and Inds. pendent Judgment are needed to Identify, test, select and apply appropriate procedures or approaches„ ; I Q s My work (a highly complex and requires the application of skills which are not governed by guidelines; it requires a complete knowledge of opera- tlons and practices. Provide one or two examples of duties that Indicate the level of complexity that is typical w- l In your job. (For example, i ; C_ I Supervisor's Initial 18 1 i , y , VII. COMPLEXITY (continued} Check the one statement which best describes the flexibility you have In performing your ! r work activities, f I $ S. Flexibility w. ❑ I work under close supervision; my actions are specified and directed by o my supervisor or by procedure; my supervisor assigns and reviews my work. s ❑ 2 1 work under routine supervision; my work Is performed under general guidelines, procedures and rules; my supervisor occasionally reviews work to ensure completion, i ❑ s I work under moderate supervision; my objectives or goals are established In advance, but l have flexibility In the course of action taken to ac- complish those goals, ❑ 4 l work under goneral direction; I function under very broad goals and es- l 11 tablished policies, Ii ❑ s I set virtually all goals and direction, and establish (;Ity policy, l E f Provide one or two examples where your job requires flexibility or changes In job routine. 1 I A Ilk 1 supervisor's Initlal(_ t y 17 i i 1 VIIIDG5TINQIPLANNINQ If In relation tOin completing ' in completing This question deals with your position's resplann li yo u are r re r equired to al! operating budget as Well as the amount of planning b duties, Check the one statement that best describes the level of financi your responsibilities of your Job, budgetary r.. A. Budgeting supervisor know what Items I need so they ❑ I am responsible for letting my can be included in the budget, I am responsible for ensuring that budget information is accurately ❑4 recorded, s I am resp~nslble for advising and making recommendations on budget ❑ items for a work unit, ❑ 4 i am responsible for monitoring a budget for a work unit, allocating and monitoring a budget for Q ❑ l am responsible for developing, work unit. i ~ responsible for developing, allocating and monitoring a budget for e I am several work units. iooating and monitoring a budget affect' ~ y am responsible ' for developing, al ❑ i... i Ing an entire division. am responsible for developing, allocating and monitoring budgets affect' i qY a Ing an entire department. 5 5;~ 0 1 am responsible for approving all budgets for the City. E.. i4 _r-- roximato dollar amount r~ 1 * next to it, provide an app l J if you checked a box with an asterisk ( ) of your budgetary respurislbiilty; $ ti. E Supervisor's Infllal 19 l i y y i Ll i ' VIII. BUDQCTINQIPLANNINQ (Continued) } Check the one statement that best desorlbes the planning that Is generally required In per- forming your job duties, I , B, Planning ❑ ti I plan my own work in order to complete my job responsibilities. ❑ 2 1 schedule others' work to meet requirements such as delivery schedules, service demands, timetables, deadlines or other targets. j Q a I develop objectives for using a work unit's resources, with guidance from the overall organizational planning process, 4 1 develop plans and broad objectives for using several work unit's resour- ces to meet major City goals. Q s I develop department strategy that Integrates plans of several major i divisions to achieve tho City's goals. Q s I develop plans, objectives and strategies for achieving short- and long- range goals for the city, It you checked a box with an asterisk next to It, Indicate the work unit(s) for which you s . ` * O ; i l assume planning responsibility. i 1 . i ) ~ f 9upervieor'e InHlal i ~ 19 j 1 y rw~Wrr f k, IX. CONTACTS ur Job iose of This section addresses the frequency contacts that are es contacts to aperfo armeyo l persons inside or outside the city, These are duties, not contacts or communleations that oc cur randomly throu the next pag Using the guide prov euth that correspond with ided below, r In the num bers on the frequency and purpose of your inside and outside contacts) y p(~ '(R!~ry ^FL<' R i Y t i k S: Ki {"Y - (fjY4 'S7 f 1 S`I~(r }Y Y 1P. ~lti , R x$514 k~ ~ ~r fYM' L t 4d 3, `~t4Yy .t r t1~c 'v"z?4w~ 4ac r' r x3 z z z'A ~k 9' '~7 'c1h ..r~*',~ ea° 3~~jNj"SS4y •c((([ $ f ~.p fY'aryG,l 04 > v ) ~ r {Y~" Iay,_1 ale. ~ ! ~ ~ fit{ `%{3~'t.~Y S. ~Y G.vi <5".C k !`9SYi f y3 4Irvy(..~ y~yy~) F % 9 td Y 3'44yfu 19 1"k6 x, al 'k r / 4 51" ~ zs$ ` r~ a 1 nL>zFtax~ ~r~~fLA("SS'4: Y l"t~ R~x .r,~ " s 3 S 1 h F4 4 2, f p U^i Ykf Z{y*ue3bF S..'y`I 1J.i Y A'H 1 d~ T d ! AtS'~a3,.iy ~.~e}VME 5 r ~ 3 ~i ~°ate v Y '4Yk e 4. < >4; it a Y~~Y ~..~~LL6~~ ~ . zl 6 s n4ax ~ I r 9ka~~~~t~~~~~'~~4d ryf> ''•'.t~vv"'ta`~roi t "R " ~~"x',5, 6 ( i+ I ~ a+yz, : ~ ~v yyj +yyp, 3 ya4c~ v ~.v Y~~~3y~_3 yd , ~ "b i 1.C tlyi 1'-~d' Y Y S, ~ 'rlA< 9x~Y ! T 3 h `d Y Ypk k~: ~ ~ i. f~' 0 4 pkt3~ S>` 4 ~r~, M ~ a. JCy~y ~s zb ne ~R~N d i t s i 1w~ f r PYR 3 r ,b > s c ~ ~Y bi-. <!yf ' A /M ) ~ 3 ar i f Y r h 1 M". F l dy % 3 ~lb; K' x r S 5 ~~d~~Y ~ { • 1 ' ` .Y 1 1 i.fn y ] +S ~ M Sr 9 %~~q r ~~Y,r ~ ~l~ 3D;~ kl ~n'~'3 nrz q[,~3.4~v .r ;s:.'• d 4 ~u ' Via.. a3, 4 i Re resentative handling oltlzsn comp g~ Example for a Customer service p Frequency purpose A 2 3 outside COMM 6 i „ 1....3 1 2 3 b citizens i ~ f i i Suporvisoes initial 20 1`,r i i 3 IX. CONTACTS (continued) r* A. Outside Contacts circle the single number In each category which best describes the frequency and purpose of the outside contacts of your position, I 3 r Outside Contact Frequency Purpose 1 Applicants 1 2 3 4 6 6 1 2 3 4 6 6 i a Auditors 1 2 3 4 6 8 1 2 3 4 6 6 Cfty Council , , , , , , , , , 1 2 3 4 ti 8 1 2 3 4 6 8 t 4 Community Groups '111 1 2 3 4 6 6 1 2 3 4 6 6 County Government Agencies , , , . , , , , , , , , , , , , , , 1 2 3 4 6 6 1 2 3 4 6 8 it Federal Government Agencies , . • , , , , , , , , , , , , 1 2 3 4 6 6 1 2 3 4 6 6 + Flnanoial Community , 1 2 3 4 6 6 1 2 3 4 6 6 I Mayor 3468 1234 68 I l 4 Medloal Community „ 1 2 3 4 6 8 1 2 3 4 6 6 Public/Cklzens 1 2 3 4 6 0 1 2 3 4 6 8 State Government Agencies . . . . . . . . . 1 2 3 4 6 6 1 2 3 4 6 6 r~ Students ; 1 2 3 46 B 1 2 3 4 6 8 , Suppliers/Manufaoturers 1 2 3 4 6 8 1 2 3 4 6 8 ,Hr TradeAssoolatlons 1 2 3 4 6 6 1 2 3 4 b-8 13. Inside Contact' Clrole the single number in each category which beat describes the frequency I and purpose of the Inside contacts of your position, inside Contact Prequsnoy Purpose f ~ CRY Manager ,,,,,,,,,,,,,,,,1 2 3 4 5 8 1 2 3 4 6 8 Dsputy CNY Manager 1 2 3 4 6 8 1 2 3 4 ,6 6 ExHutlvs Directors 1 2 3 4 6 6 1 2 3 4 6 8 ► directors 123460 123466 Accounts nts/Enolnears,/Program mers . . . 1 2 3 4 6 8 1 2 3 4 6 6 I i - 1 NN r Supervisor's Initial ~ I ~ zt .f 1 r 1 I I I l~ oM , r X. WORK ENVIRONMENT This section addresses the types of working conditions and resulting physical effort re- qulred in the completion of your job duties as well as your exposure to or risk of accidents, you encounter the Illst d cornditionsnum. For each state describes thel frequand ency to using wthe hichfrequency ber which best 77 Rix; fY~Q~' f 4>k~ix.+xi" t 5SP o f r~ ~'!A'4 v l c V p~ is < R i u~ •y r kv M ~FS ad[ v w~ c V ¢<..s( S ap.. YY f t i 4 :4' kt < •i V A. Working Conditions frequency r 1 23456 Extreme temperatures or humidity . • . , . • . r Poor ventilation 1 2 a 4 f; 6 I' Sickening odors or sights Excessive nolse or vibration from machinery 1 2 3 4 6 8 1 234 b6 P Cramrnd working quarters ,•...r........ ,,,.,,,1 2 3 4 6 Unusual levels of dirt or dust • . . uninterru ted periods of sitting/standing ; 1 2 3 4 5 6 Long, p A Extensive requirement for walking , ' ' ' ' ' ' ' r . . . • 1 2 3 4 6 6 1 2 3 4 5 6 Stooping, kneeling, crouching, crawling or climbing . , , r j Confined to work station for long periods of time 1 2 3 4 b 6 1 2` 3 4 6 6 Irregular breaks.. , 1 2 3, 4 5 8 Irregular work hours 1 2 3 4 6 6 Smoke, fumes and vapors . . . . . . . . . paint spray and/or paint fumes . , , , 40 , , , . , . 2 3 4 5 8 .y L, Radiant energy .,.,.,,1,,,,,,.,1,,,,,,,,•,,,,,,,.,,1 , , 1 2 3 4 5 8 Work on elevated surfaces (higher than head lever • . , ; E Supervlsar's Islitlal 22 i .t 1 ti I X. WORK ENVIRONMENT (continued) For each statement listed below, and using the frequency scale provided, circle the num- ber which best describes the frequency to which you encounter the listed cond}tions, t ar c s _ (~<w f~ ~ xvr<~ ~ ~ kn ~ '~1 ) an SSA . : ~ 44 ~ ~ .xv ab> ~ N,un a t k~Jf ml > x a x ~ z « 1 ; ~v`I .r i23 'x: E ~ f t6 < ~ D ! ~ 1 f 2 1 11 1 1 ~ S 1 1 Z' w r i ~ 1 `V J' k 0.r d# ~ ) S 1 ~ ~ A2 ZJ 2 ` ) 11 ~M 4) 1 < ` 1 r4 SA, kl~ I I k 20.. e g : W > .e. >r F J Q J. fj B. Stress w Prsqusnoy l i Required to change work location 1 2 3 4 6 6 S inflexible deadlines 1 1 1 1 1, .1 1 1 1 1 1 2 2, 2 1 1 1 1 1. 1 1 1.,. 1 .I 1 2 3 4 6 6 Intense concentration with few opportunities for breaks 1 2 3 4 `6 6 i Prolonged use of video display terminals ..........1 , 1 2 3 4 6 6 Extremely high volumes of work .....11.2...1.2..1.11. , . 1 2 3 4 6 6 f Repetitive work . . . 1 , 1 . 1 . 1 , 1 . 1 . . . 1 1 1 . . . . . . . . . . . . . 1 . 1 1 1 . 1 2 3 4 6 8 j i Olimbing or reaching overhead 1 2 3 4 6 6 i- Llfting, pulling or pushing weights of up to 10 pounds 1 2 3 4 6 6 I i Lifting, pulling or pushing weights of 11.26 pounds 123468 a j Lifting, pulling or pushing weights or 28 to over 60 pounds 1 2 3 4 6 8 f Exposure to situations where negotiation and conflict Is intense . 1 2 3 4-6 6 i Exposure to situations requiring split second decisions 1 2 3 4 6 6 i , i~ j M Supervlsor'e Inltlal l 23 i X. WORK ENVIRONMENT (continued) Check the one statement that best describes the type of accident and exposure to risk that normally occurs in your job In spite of normal safety precautions, E Hazards I I am not exposed to safety hazards while performing my job duties, s I am exposed to risk that could result in accidents of a minor nature which would not require time oft, 3 I am exposed to risk that could result In accidents or Injuries which could result In lost time. r Q 4 1 am exposed to risk that could result In acoidents or Injuries which could result in lost time; there Is a moderate possibility of an Incapacitating acci- dent, *1~ s I am exposed to risk that could result In an Incapacitating accident, there i Is a possibility of a fatal accident, If you' chocked a box with an asterisk next to it, indicate the types of accidents and In- juries that you are exposed to In performing your job duties, h 1 Supervisor's MIM i 24 i i i f 1 f X1. DIRECTION OF OTHERS i assign ance of otheartrelated lsuperVisory or ~ raises the extent 'of and the lpelrformfor 0 This question app ersonnel, a ment, guldance, review personnel, tasks, only he formal eelallonshipst in suoh ludingppe loditoyor~tempapary assign- management . should be considered: Informal work ment based upon the skllis of a particular employee oi employeesnunde should not be considered f defines the number Check the box which most correotty and Ir~dfreot supervision of your Job (1.0,1 ail. employees reporting directly to your pasltlon re orting to your position), 1 as welt/ a9 employees indirectly p A, Supervision ❑ e 21 - 35 ❑ 7 36 - 49 (~z 1-2 a 50 - 99 I ❑3 3-6 00 - 1 49 X01- Q4 g-10 ❑ to 1 60 or more ❑s 1i-20 the hook one statement whloh beat describes the nature of work supervised, l B. Type of Work Supervised t My job does not require me to supervise Others, { standardized, routine administrative I z The work I supervise Involves highly duties. ❑ a The work t supervlse is routine but not highly standardized, work I supervise Is teoltinloally oriented or oomplex, a The N iented or complex and In- e work l supervise Is diversified, technically or nowledge r a T11 functional con++'ai roe dnslbiiities; It requires a working k ofudes of unit or departmrtotiv ties, duoted In i e The work I aupervlse is dlversiflAdannunderstanding ll of taqoouiros a1 give training and experionoo, and several ma) or funotlons of the City. the nd Cytyplex and re~luires a r The work I supervise is highly dive cif seofa " broad knowledge of all major funotl initial ~ 26 , f DIRECTION OF OTHERS (continued) reapon- X1. our ob's supervisory check one statement which best describes the character of Y slbilities. C. Character of Supervision ervise others.. My position does not require me to sup others. l act in a "lead" or alienting and training essentially the same for rf eorming ❑ s I am responsible ovyr other post110ns Performing "senior" capacity work or related tasks. and or4ent4ng employees in a work unit; I as- s l am responsible for tralning y work and supervise activities related to that work, sign SUP' rvislon for one ar more functions, 4 for• onsible for providing these WO* 0 stmt r , ❑ a 1 am resp_ ensation> lan, assign, direct, and coordinate he areas of comp lane. ralsal, I P ,c ortsible for reocmmendatl{alntsn employee performance app ❑ action, comp sole ote n dlsolpiinary duties for a division, 1 suPerylsa one or more iunc- and similar supervisory I, , { a 1 a onsibility m responsibility supervise One or tional supervlsorsr ` for for supervising multiple divl vl s, one. w I ith full l ❑ responsible_ effective operation and results ai those d more division supervisors or managers. I ultlpls departments and ensuring the. I m ❑ 7 am responsible 'for Supervising i.. a, a ve operation and results of those departments. l , II gupervlsor's 4nlila4~„~ ti, 26 qr K, ]W- t r, I f YOUR COMMENTS e i i This portion of the questlunnalre provides you with the opportunity to make any additional r comments you might have about your job or this questionnaire, ,i Also, please make notes about any particular question that you found difficult to answer or about any specific part of your job which was not covered by the factors I • XI, r I I i , I t ~ r i I Employee's signature Date l ' 27 i ' SUPERVISOR'S COMMENT SECTION II (This portion of the questlonnalre is to be completed by your Immediate supervisor.) As a supervisor, it is Important that you review this questionnaire and identify any dis• E orepancles between the incumbent's responses and your own knowledge of the jobi Remember, this questionnaire Is Intended solely for the purpose of accurately describing the job and not the person or his/her performance, if you feei a response or statement contained In this questionnaire should be changed, please do so on the appropriate page and place your Intilals next to you recommended change, Please place your Inltlals at the bottom of each page after ou have reviewed that page. The space below Is provided for your general comments. i I, I ti , i i I have reviewed the contents of this questionnaire and confirm that with my suggested changes (if any), It Is an accurate and complete representation of the job. Supervisor's signature Bate r 28 { i a. I } ' I • I APPROVAL DATE: 10/01/79 REVISION DATE: 09/16/8 PAY RANGES - DEPAR'LT W., Varies DIVISION: Vari" JOB TITLE: Adniniatrative Assistant JOB NIMBER: DC10 TITLE OF D+MDIATE SUPERVISOR: Depart t Director or Division Manager MAJOR DLMtg : o Assists department directors/division managers or superintendents with administrative and operational problems such as preparation and coordination of annual budgets, preparation of various operating reports, and ping support in the development of short and long-range operating plans. o Performs a variety of delegated research tasks and projects, documents findings; prepares reports, graphst charts, and other illustrative materials as required by gathering a variety of factual anti/or statistical data and presents reports upon completion* o Researches various city and departmental policies and procedures and develops recommendations for modifications when warranted o May perform delegated supervision on behalf of immediate supervisor and j represents supervisor in his absence, o Prepares materials for council and board meetings and attends City Council and other board meetingsa o Investigates customer complaints, analyzes findings, and takes action when necessary. o Relieves supervisor of routine office duties by performing administrative duties such as screening, routing and answering eorrespoudence, directing people to appropriate locations, and making appointmentab o Performs numerous other tasks and projects as assigned by supervisor. FA= 1: JOB OMOUX I'Y o Performs detailed research work related to organizational problems, develops and investigates alternatives, and exercises judgment in recommending proper course of action to superiors. o Primarily responsible for coordinating department/division budget efforts, o Prepares nomereus reports for submission to federal and state agencies and references technical literature as well as federal and state guidelines, r 1 . _ X15 Administrative Assistant Revised 09/16187 Page 2_of 3 FAC'1YR 2: RWMIBIIITI nt,~arA work moderate is generally to general supervision depending upon o Functions assi modificationso o Often has access to confidential ntiaal administrative staff th fo m of employee files and through pr FA(7ICRJ3; IIPAq_OF WCIkK q o Incumbent functions in research and recommendation capacity on nLuerous I problems and is expected to fully explore all alternatives prior to making reccmmerrlationso Although final approval is determined by supervisor, most recommendations are accepted as being correct, FACICR 4: FMIC 0WrACi o position involves substantial contact with other city employees in providing guidance and obtaining information. o Has frequent contact with the general public. FACM 5: gUPFRVISYCi~ r o position inwlves no direct supervisory responsibility. However, may assign work to clerical staff. FACM 6 PIJANN IG AND 91JDMM40 o Assists directors/division managers in coordinating budgetary efforts. t o provides input to the development of and assists in monitoring progress of departmental/divisional master plan. I F'ACICA 7-. MMM/SKIILS RATN1N0 AMID F9CPFRY o Bachelors degree in business, public adminiatration, or related field plug at least one year of progressively responsible administrative/ a Mara t experience, including such as budget preparation, etc., data gathe~g and analysis, and report writing. o Basic kmwledge of accounting, management, statistics, and business law, o Goad knowledge of the organization, operation, and problems of municipal governments. ills o e£ ectively and actfully with theipubllic and ci plooyyiety s.to deal o Basic knowledge of administrative and budgeting techniques. o 'Good ability to achieve considerable knowledge of all as ecta of the City's operations including charter, code, ordinance, policies, and procedures. r T Administrative Assistant Revised 09/16/87 Pa 3 of 3 o Ability to follow oral and written communication instructions. o Basic knowledge of computer applications, resent statistical and o Demonstrated ability to gather, organizs> and p other information in a clear and logical manner in graphic or report f,otumat. o Basic technical knowledge of the operations of the department to which the inwmbent is assigned is desirable and certain license or certificates may also be required. o Uperience working in a municipal envIxo=ent or department specialty. o Preference maybe given to applicants with a Masters degree. i! f 1 i i I k I 091687:0340