Welcome to It's Your Yale



CLERICAL & TECHNICAL JOB AUDIT FORM

The information you provide in this questionnaire, together with information submitted by your supervisor and gathered by Human Resources, will be used to classify your position.

Employee Instructions:

1. Use this form when applying for reclassification to a job title in Grades A-D. For reclassification to Grade E, use the C&T Grade E Questionnaire at .

2. Classification is based on a comparison of your work to the University’s generic job descriptions. Before beginning, refer to the generic descriptions at .

3. Provide answers based on your current duties, not on past work you no longer perform or work you may be assigned in the future.

4. Do not fill in any section labeled Supervisor use only. Human Resources will send a copy of your submitted form to your supervisor so that he/she can complete the relevant sections.

5. If you have questions about this form or the classification process, please contact your Human Resources Generalist or your Local 34 Steward.

6. After completing all fields except those labeled Supervisor use only, sign the form, then return it by:

Email: employee.services@yale.edu Fax: (203) 432-5153 Delivery: 221 Whitney Avenue

7. Human Resources will acknowledge receipt of your form, and provide a written decision typically within 90 days. You may be contacted by a Human Resources Representative for a classification interview.

Supervisor Instructions:

1. Complete all sections labeled Supervisor’s use only, then sign the form.

2. Return it within 14 calendar days by email, fax or delivery (see #6 above).

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UNITEHERE! Local 34

|Name:       | |Date:       |

|Email:       | |Department:       |

|Phone Number:       | |Supervisor:       |

|Job Title:       | |Supervisor’s Email:       |

Basic Job Summary

In no more than three sentences, describe the purpose of your position.

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Changes in Job Content

My job has not changed but I think another job title represents the work that I do.

My job has changed. Below is a list of my new responsibilities, including when and why the changes occurred.

|New Responsibilities |When and why did this change occur? |

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What existing generic job title do you think best describes your job and why?

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Primary Duties

List only your primary job duties. List them in order of importance beginning with your most significant activity or responsibility. Indicate how often you perform each one.

|Duties (in order of importance) |Frequency |

| |ex. 3 times per ( week |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|      |      times per |

| |week month year |

|Describe, in detail, your most complicated job duty or duties (consider including: steps and processes involved, coordination required with others, what|

|makes it so complex, etc.) |

|      |

|Supervisor use only: Please indicate your level of agreement with the employee’s Duties entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Work-related Knowledge

List the types of work-related knowledge required to do your job. Provide two examples that illustrate how you use each type of knowledge in your job. Different types of work-related knowledge may include academic or scientific knowledge; craft or trade; accounting, financial or business knowledge (such as purchasing); University policies and procedures; information technology (IT).

|Work-related Knowledge |Examples |

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|Supervisor use only: Please indicate your level of agreement with the employee’s Knowledge entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Work-related Skills

List the work-related skills required to do your job. Provide two examples that show how you use each skill in your job. Different types of work-related skills may include laboratory or scientific procedures; data analysis; library research and reference work; reading, interpreting and applying written material; writing and editing; operating machinery/equipment; scheduling.

|Work-related Skill |Examples |

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|Work-related Skill (cont.) |Examples (cont.) |

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Computer Skills

Does your job require you to use a computer?

No. Skip to the Communication section on the next page.

Yes. In the table below: 1) Indicate your level of proficiency for each type of computer software/system you use in your job, and 2) Provide one or more examples of tasks that illustrate your level of proficiency.

|Type of |Level of Proficiency (select one level for each type) |

|Software or System | |

| |Basic |Intermediate |Expert |

| |(Transcribe notes, enter or update |(Update, edit or change the format |(Develop new templates, lay-outs, or |

| |data, perform basic pre-figured |and structure of existing documents|spreadsheets/databases where style and|

| |calculations or design. Content is|or web sites that contain multiple |formatting is important. Regularly |

| |important, but formatting is not |styles, designs, or more complex |use com-plex formulas, design |

| |especially complicated. Someone |calculations. Perform queries and |packages, or highly specialized |

| |else has created template, |list generation.) |research tools. Design websites. May |

| |database, document, or | |provide technical support to program, |

| |spreadsheet.) | |customize, or recon-figure software or|

| | | |applications.) |

|Word Processing | | | |

|(Word, Word Perfect, etc.) | | | |

| |Examples:       |

|Spreadsheet | | | |

|(Excel, etc.) | | | |

| |Examples:       |

|Presentation or Design | | | |

|(Page Maker, PowerPoint, etc.) | | | |

| |Examples:       |

|Database | | | |

|(Access, File Maker, etc.) | | | |

| |Examples:       |

|Yale Specific Applications (Oracle, IDX, | | | |

|Banner, Voyager, etc.) | | | |

| |Examples:       |

|Statistical | | | |

|(SPSS, SAS, etc.) | | | |

| |Examples:       |

|Web-based Languages/ Ap-plications | | | |

|(Dream Weaver, Java Script, HTML, etc.) | | | |

| |Examples:       |

| |Basic |Intermediate |Expert |

|Illustration, Image, or Photo Editing | | | |

|(lllustrator, Photoshop, etc.) | | | |

| |Examples:       |

|Research Tools | | | |

|(Lexis/Nexis, MedLine, etc.) | | | |

| |Examples:       |

|Other:       | | | |

| |Examples:       |

|Supervisor use only: Please indicate your level of agreement with the employee’s Skills entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Communication

Involvement with Others

Does your job involve working with or helping people other than your co-workers or supervisor, such as students, representatives of other University departments or other institutions, patients or customers? If so, please list your contacts and briefly describe the purpose for these contacts.

|      |

Communications with Others

Give at least two examples of the kinds of information you either offer or obtain, or the assistance you provide to others. Is this information and assistance basic, specialized or complex in nature?

|      |

|Supervisor use only: Please indicate your level of agreement with the employee’s Communication entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Supervision

Check the one answer in each column that best characterizes your job. If two answers in a column seem partly correct, choose the one that is more often true.

|Level of Supervision | |Planning and Prioritizing | |Instruction |

| |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Judgment and Impact

|Independent Judgment |

| |I exercise little independent judgment or initiative |

| |I occasionally exercise independent judgment or initiative |

| |I regularly exercise independent judgment or initiative |

Check the one answer that best characterizes your job. If two answers seem partly correct, choose the one that is more often true.

Provide two examples of independent judgment that illustrate the choice you selected above.

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Problem Solving

Provide examples of the kinds of problems you must recognize and solve, and examples of the kinds of problems you need to discuss with your supervisor.

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Consequence of Error

Provide examples of the kinds of consequences that errors in your work might have, who they would affect and what would need to be done to correct them.

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|Supervisor use only: Please indicate your level of agreement with the employee’s Judgment entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

Leadership Responsibility

Work Guidance, Instruction, and Orientation

What type of instruction or orientation do you give to others as part of your job? Who do you instruct or orient and how often?

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Coordinating, Organizing, Distributing or Monitoring Work

If relevant, please describe the kind of work you coordinate, organize, distribute and/or monitor, who you do this for (e.g. students, staff), and how often you do it.

|      |

|Supervisor use only: Please indicate your level of agreement with the employee’s Leadership entries above. |

| Agree |If you have changes, enter them here. Do not edit the employee’s answer. |

|Have One or More Changes| |

| |      |

|Additional Information (Optional) Provide additional information about your job not addressed in this form. |

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|Supervisor use only (Optional): Please provide any additional information that you feel is relevant to this audit. |

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|_______________________________________________ | |______________________________ |

|Supervisor Signature | |Date |

|(To be signed when supervisor completes his/her sections) | | |

| | | |

| | | |

|_______________________________________________ | |______________________________ |

|Employee Signature | |Date |

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