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I. General Information |
Organization Name:
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Organization Code:
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| Employee’s Name:
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UID Number:
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Work Phone Number:
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| Current Position Title:
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Position Number:
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Index Number:
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| Supervisor’s Name:
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Supervisor’s Phone Number:
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| Supervisor’s Title:
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Supervisor’s E-mail:
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II. Type of Audit |
Indicate if this request is for a new position or a reclassification. Place a check by the most appropriate reason for the request. If other is checked, please explain.
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III. Funding Source |
For new positions, identify the source of funds that were or will be used to create the position. For reclassifications where a pay increase is anticipated, provide index number and account code from which funds will be taken if reclassification is approved.
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IV. Changes in Responsibilities/Duties |
REQUIRED FOR RECLASSIFICATION OF EXISTING POSITIONS ONLY
What changes have occurred in the assigned duties and responsibilities since this position was last reviewed? Indicate specific duties added or deleted. Does this change in duties affect any other position in your area and if so, how?
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V. Position Summary |
Briefly describe the primary function and purpose of the position.
Example: This position is an Accounts Payable Clerk. The primary function is to maintain an accurate record of The U of M’s accounts payable, to record payments in the general ledger, track encumbrances by department, and to assign disbursements to the appropriate cost center. |
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VI. Major Duties and Responsibilities |
List and explain the major duties and responsibilities of this position requiring 5% of time or greater in order of importance. Indicate whether each duty or responsibility is “essential” or “marginal” by marking E or M next to each duty. Indicate the average percent of time spent in a year’s time performing each job duty.
Essential - Tasks that are fundamental to accomplishing the work.
Marginal - Performed very infrequently or could be performed by others without changing the underlying reason the position exists. |
Estimated Yearly Percentage of Time
The following information will assist you in estimating time percentages on a yearly basis.
5% equals 2 ½ weeks total |
or 25 min/day |
or 1 hr 50 min/wk |
| 10% equals 5 weeks total |
or 45 min/day |
or 3 hrs 45 min/wk |
| 15% equals 2 months total |
or 1hr 10 min/day |
or 5 hrs 40 min/wk |
| 20% equals 2 ½ months total |
or 1hr 30 min/day |
or 7 hrs 30 min/wk |
| 25% equals 3 months total |
or 1hr 50 min/day |
or 9 hrs 20 min/wk |
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VII. Judgment and Resourcefulness |
Please provide information or examples to describe typical use of judgment and/or resourcefulness. Information/examples should be regular and on-going and related to the duties listed in Section 5, Major Duties and Responsibilities.
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VIII. Education and/or Training Required |
Part A (Please check only one response):
1. Less than High School education.
2. High School Diploma, GED preferred or equivalent combination of education and experience.
Field/s of study:
3. Vocational or other technical school, training or apprenticeship required beyond high school or combination of education and experience.
Field/s of study:
4. Associate’s Degree, Two-Year’s of College required or equivalent combination of education and experience.
Field/s of study:
5. Bachelor’s Degree required or equivalent combination of education and experience.
Field/s of study:
6. Master’s Degree or equivalent combination of education and experience.
Field/s of study:
7. Highly advanced professional discipline. Ph.D., Law degree, etc.
Field/s of study:
Part B – List any license or certification requirements for this position
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IX. Work Experience |
Part A - In the first column, check the minimum amount of prior work experience required. In the second column, describe which type/s of experience, if any, are needed for this position.
Part B - What knowledge, skills, or abilities are required?
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X. Supervisory Responsibility |
Provide an organization chart for the unit where this position is located and list the supervisory responsibilities of this employee. Please list all the positions that report directly or indirectly by position title, and indicate which is which.
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XI. Other Scope of Responsibility |
Explain the scope of other responsibilities for this position.
Example 1: If a large amount of money is under the control of this employee, give the amount and explain the responsibility of the employee for the money.
Example 2: If the employee is the data custodian for a specific database, describe the database and that responsibility. This might include the impact of errors made by the employee. |
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XII. Reporting Relationship |
Please provide an organizational chart for your area. (Attach additional sheet if necessary.)
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XIII. Other Information |
If there is other information not covered elsewhere in the questionnaire that should be taken into account in the analysis of this job, please provide that information below.
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