PositionReviewChecklist
Position Review ChecklistThis checklist may be used to assist Human Resource (HR) staff when allocating classified positions. For more information, see the Position Allocation web page.Ensure Current and Accurate Position Description (PD)The WGS Position Description or form with similar components is used. Consult with position’s supervisor to determine if the PD is current and accurate. Yes FORMCHECKBOX No FORMCHECKBOX Determine Relevant Class SpecificationCurrent Class Title: FORMTEXT ?????Proposed Class Title: FORMTEXT ?????Other Class Titles in Series: FORMTEXT ?????Related Class Titles: FORMTEXT ?????Understand Allocating CriteriaReview the Class Series Concept, Definitions and Distinguishing Characteristics of relevant classes. Yes FORMCHECKBOX No FORMCHECKBOX Identify areas needing clarification. Yes FORMCHECKBOX No FORMCHECKBOX N/A FORMCHECKBOX Consult with other resources as necessary (OFM Classification Analyst, internal HR staff, expert/subject matter specialist). Yes FORMCHECKBOX No FORMCHECKBOX Understand Duties in Position DescriptionReview current and previous PD’s to determine differences. Yes FORMCHECKBOX No FORMCHECKBOX If new duties were taken from another position, review both positions. Yes FORMCHECKBOX No FORMCHECKBOX N/A FORMCHECKBOX Review and identify questions regarding nature of employee’s work, duties, level of responsibility, level of supervision or direction given, level of supervision received, and interpersonal work relationships. Yes FORMCHECKBOX No FORMCHECKBOX Conduct Desk AuditInterviewed Incumbent. Yes FORMCHECKBOX No FORMCHECKBOX Interviewed Supervisor. Yes FORMCHECKBOX No FORMCHECKBOX Post audit clarification and information received. Yes FORMCHECKBOX No FORMCHECKBOX N/A FORMCHECKBOX Determine Appropriate Allocation (In most cases, the HR Manager will make the final allocation determination.)Class Title Determined. FORMTEXT ????? Duties are very good fit with the class specification. Yes FORMCHECKBOX No FORMCHECKBOX Duties are best fit with the class specification.. Yes FORMCHECKBOX No FORMCHECKBOX Write Your DecisionIs allocation request approved? Yes FORMCHECKBOX No FORMCHECKBOX (see denied below)If yes, these components are included in letter: New Job Class FORMCHECKBOX Effective date of action FORMCHECKBOX Incumbent status FORMCHECKBOX Right to request a Director’s Review FORMCHECKBOX If denied, these components are included in letter:Determination decision FORMCHECKBOX Effect on employee FORMCHECKBOX Purpose of position review FORMCHECKBOX Employee’s duties FORMCHECKBOX Detailed analysis/rationale FORMCHECKBOX Right to request Director’s Review FORMCHECKBOX Reviewed applicable rules, policies/procedures, and Collective Bargaining Agreement? Yes FORMCHECKBOX No FORMCHECKBOX ................
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