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County of Orange

Compensation Survey Workshop

KH Consulting Group (KH) Team:

• Gayla Kraetsch Hartsough, Ph.D – KH President

• Tom Greer – KH Resource Consultant

• Heather Sims – KH Consultant This report is solely for the use of client personnel.

No part of it may be circulated, quoted, or reproduced

for distribution outside the client organization

without prior written approval from KH CONSULTING GROUP (KH).

This material was used by KH during an oral presentation and,

therefore, is not a complete record of the discussion.





KH Consulting Group January 14, 2008 1

WELCOME







KH Consulting Group January 14, 2008 2

Welcome

• KH Team

–Gayla Kraetsch Hartsough, Ph.D.

–Tom Greer

–Heather Sims









KH Consulting Group January 14, 2008 3

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 4

2007-2008 Project Objectives

Phase I – Compensation Survey: Survey of

54 benchmarked positions

Phase II – Compensation and Recruitment

Strategies: Development of strategies for the

recruitment and retention of employees in

hard-to-fill positions

Phase III – Compensation Survey Template

and Workbook: Design of an online

benchmark survey tool and training materials

for Orange County HR professionals to use







KH Consulting Group January 14, 2008 5

PHASE I: Compensation Survey

Participation Comparison



COMPARISON 1996 2007 Δ%

Benchmarked Positions 57 54 -5%

Participant Organizations 160 95 -59%

Incumbents 45,938 67,312 +47%







Note: The 1996 Survey also surveyed small businesses outside

of Orange County, resulting in more participant organizations

with few employees/incumbents.





KH Consulting Group January 14, 2008 6

KH Consulting Group January 14, 2008 7

5 PROXIMATE COUNTIES









• Los Angeles

• Riverside

• San Bernardino

• San Diego

• Ventura

KH Consulting Group January 14, 2008 8

STATEWIDE COUNTIES

• Alameda

• Sacramento

• San Francisco

• Santa Clara









KH Consulting Group January 14, 2008 9

PHASE I: Positions Surveyed

Executive and Professional Management and Professional

1. Chief Executive Officer 8. Attorney

2. Chief Information Officer 9. Manager, Operations

3. Chief Financial Officer 10. Manager, Budget

11. Manager, Human Resources

4. General Counsel 12. Manager, Facilities

5. Airport Director 13. Accountant/Internal Auditor

6. Health Care Director 14. Contract Analyst

7. Executive Director 15. Software/Programmer Analyst

16. Telecommunications Engineer

17. Civil Engineer

18. Child Support Officer

19. Social Worker

20. Health Care Service Chief

21. Staff Nurse (R.N.)

22. Nurse Practitioner

23. Occupational Therapist

24. Physical Therapist

25. Clinical Psychologist

26. Public Health Microbiologist

27. Hazardous Waste Specialist

KH Consulting Group January 14, 2008 10

PHASE I: Positions Surveyed

Clerical Technical

28. Office Technician 39. Armed Security Guard

29. Word Processing Technician 40. Radio Dispatcher

30. Office Specialist 41. Buyer (Purchasing)

31. Data Entry Technician 42. Engineering Technician

32. Administrative Assistant/Secretary 43. Laboratory Assistant

33. Accounting Assistant 44. Maintenance Inspector

34. Office Supervisor 45. Communications Technician

35. Executive Secretary 46. Eligibility Technician

Safety 47. Administrative Analyst

36. Police Officer/Deputy Sheriff Trade

37. Investigator/Detective/Sergeant 48. Equipment Mechanic

38. Juvenile Probation Counselor 49. Plumber

50. Power Equipment Operator

51. Laborer

52. Air Conditioning/HVAC Mechanic

53. Craft Supervisor

54. Automotive Mechanic



KH Consulting Group January 14, 2008 11

PHASE I: Positions Surveyed

The positions surveyed:

• When grouped into job families, represent

58.7% of County of Orange workforce

• Reflect positions surveyed in 1996

• Include hard-to-recruit and hard-to-retain

positions









KH Consulting Group January 14, 2008 12

PHASE II:

Recruitment and Retention Workshop

Objectives

• Evaluate current workforce challenges

• Evaluate, discuss, and develop

strategies to address the County’s

recruitment and retention challenges

• Define what changes are needed to

improve recruitment and retention and

achieve strategic directions



KH Consulting Group January 14, 2008 13

PHASE III:

Compensation Survey Workshop

Today’s Objectives

• Understanding what information can be

gathered in a compensation survey

• Learning how to conduct a

compensation survey

• Discussing first steps needed to develop

a multiyear survey plan

• Understanding how to interpret and use

the survey data

KH Consulting Group January 14, 2008 14

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 15

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 16

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 17

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30



Performs difficult, specialized, and responsible office work requiring extensive related

experience, thorough knowledge of the methods and procedures applicable to the

assignment, and the exercise of considerable discretion and responsible decision-making

in performing work. Analyzes a variety of source materials with a thorough

understanding of policies, procedures, terminology, and various applicable regulations;

answers questions that involve searching for and abstracting technical data and detailed

explanations of regulations, policies, or procedures and refers to immediate supervisor

only on matters requiring policy decisions; may compile a variety of narrative and

statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including

typing, entry, manipulation, retrieval of information. Acts as lead worker for employees

in the same or lower level classes; assists in training new employees; acts for supervisor

in his or her absence. Requires 3 years of relevant experience; completion of 18

semester units in secretarial sciences, office practices, or a closely related field; or

completion of 360 hours of relevant training.







KH Consulting Group January 14, 2008 18

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 19

g work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

nd abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

ariety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

g typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

Benchmark Capsule Summary

bsence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office





TOTAL

TITLE FREQUENCY

OMPENSATION

$58,468 Administrative/Sales Assistant 2

$57,471 Office Specialist 2

Senior Office Specialist 2

$57,024 Administrative Analyst 1

$57,879 Administrative Assistant II 1

$54,825 Analyst IV 1

$66,396 Billing Clerk 1

Clerk Typist IV 1

$60,186 Data Control Specialist 1

$64,301 Eligibility Supervisor 1

$61,020 Legal Assistant 1

$52,880 Legal Document Specialist III 1

Legal Processing Assistant; Medical Office Assistant II 1

$65,140 Legal Secretary 1

$55,237 Office Assistant III 1

$49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Secretary I 1

Senior Administrative Assistant 1

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Senior Clerk Typist A 1

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1





KH Consulting Group January 14, 2008 20

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 21

Benchmark Capsule Summary





Position Match Frequency

More

Close

18 Less



4 3

Difficulty of Recruitment Frequency

Difficult

Average

2 17 5 Easy









KH Consulting Group January 14, 2008 22

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 23

Benchmark Capsule Summary

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468

COUNTY OF ORANGE 435 6.0 $40,705 $57,471

SECTOR

GOVERNMENT 1450 6.8 $42,566 $57,024

PRIVATE 11 7.0 $55,960 $57,879

NON-PROFIT 8 5.5 $41,650 $54,825

EDUCATION 146 15.5 $50,561 $66,396

SIZE

MEGA 1371 7.7 $44,189 $60,186

LARGE 207 8.7 $49,379 $64,301

MEDIUM 7 NR $42,972 $61,020

SMALL 30 8.1 $43,964 $52,880

REGION

ORANGE COUNTY 42 7.2 $52,017 $65,140

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948



KH Consulting Group January 14, 2008 24

Benchmark Capsule Summary

Office Specialist 0536CL Benchmark Exhibit III-30

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology,

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training.

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2

SECTOR Senior Office Specialist 2

GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

EDUCATION 146 15.5 $50,561 $66,396 Billing Clerk 1

SIZE Clerk Typist IV 1

MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1

SMALL 30 8.1 $43,964 $52,880 Legal Document Specialist III 1

REGION Legal Processing Assistant; Medical Office Assistant II 1

ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1

Principal Office Specialist 1

Secretary 1

Position Match Frequency Secretary I 1

Senior Administrative Assistant 1

More

Senior Administrative Legal Clerk and Senior Legal Secretary 1

Close

4 18 3 Senior Clerk Typist A 1

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Difficult 90000

Average

80000

Total Compensation





2 17 5 Easy



70000

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20%

60000



50000



40000



30000

Participant Organization







KH Consulting Group January 14, 2008 25

Benchmark Capsule Summary



90000



80000

Total Compensation









70000



60000



50000



40000



30000

Participant Organization









KH Consulting Group January 14, 2008 26

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 27

ACTIVITY:

Choosing Positions to Survey

• Read through the list of all County of

Orange positions



• Highlight positions of concern









KH Consulting Group January 14, 2008 28

ACTIVITY:

Choosing Positions to Survey

Objectives to determine:

• Top 20 positions to be surveyed

• Reason(s) why for each

• Prioritize

• The Department(s) involved









KH Consulting Group January 14, 2008 29

Examples of Benchmark Position Criteria

• Representative of a • Hard-to-recruit

complete range of jobs • Hard-to-retain

surveyed • High profile

• Core position in an • Limited number of

organization’s workforce incumbents, such as

• Numerically important Executive positions

• Positions with conflicting

• Well known or common viewpoints regarding

• Relatively stable job content value in the marketplace

• Good reference points in a

job structure concerning

level of difficulty and

responsibility

• Clear and concise

description

KH Consulting Group January 14, 2008 30

GROUP ASSIGNMENT

If your birthday lands within:

• January-April – Heather in room 169

• May-August – Gayla in this room

• September-December – Tom in room 214/216





*TAKE A BREAK*









KH Consulting Group January 14, 2008 31

ACTIVITY DISCUSSION









KH Consulting Group January 14, 2008 32

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 33

Inclusive Survey Approach

WHY? WHO?

• Promotes a smoother • Department HR staff

process members conduct the

• Encourages project survey and analysis

ownership by all parties • A Survey Manager,

• Results in a more an individual within the

relevant project outcome Human Resources

Department oversees

survey facilitation







KH Consulting Group January 14, 2008 34

Survey Approach

Survey Oversight Committee (SOC)

• Membership:

– Labor representatives

– Other stakeholders who might have valuable

insight into relevant compensation issues or would

be affected by the survey results

– Possible term limit

• Stakeholder involvement with and

understanding of the survey process

• Objectivity and buy-in of survey results

• Strictly advisory role in the survey process

KH Consulting Group January 14, 2008 35

Multi-Year Survey Calendar

• Developed by the Human Resources

Department and other involved County

of Orange Departments

• Purpose

– Identifies Survey frequency

– Identifies Positions to be surveyed

– Identifies involved Departments

– Minimizes redundancy





KH Consulting Group January 14, 2008 36

Survey Peer Group

• A master list of peer organizations and

agencies that the County will routinely include

in compensation surveys

• The Human Resources Department will:

– Coordinate with the Departments to identify the

Peer Group organizations and develop the list

– Contact the organizations to discuss the survey

calendar, process, and enter into an informal

participation agreement.

– Maintain the list and ensure that it is up-to-date







KH Consulting Group January 14, 2008 37

Survey Action Plan



DEPARTMENT/ SURVEY

DEPARTMENT/ DIRECTOR HR SURVEY

ACTION STEP AGENCY ADVISORY

AGENCY HEAD OF HR MANAGER

HR TEAM(S) COMMITTEE

FORMULATE

1. DEVELOP SURVEY TIMELINE REVIEW ADVISE IMPLEMENT

MONITOR

REVIEW FORMULATE

2. SELECT BENCHMARK POSITIONS REVIEW APPROVE ADVISE

MONITOR IMPLEMENT

3. ASSIGN BENCHMARK POSITION TITLES AND REVIEW FORMULATE

REVIEW APPROVE ADVISE

WRITE CAPSULE DESCRIPTIONS MONITOR IMPLEMENT

REVIEW

4. BUILD ONLINE COMPENSATION SURVEY APPROVE IMPLEMENT

MONITOR

5. IDENTIFY TARGET ORGANIZATIONS TO BE

ADVISE REVIEW

SURVEYED AND COMPILE CONTACT ADVISE IMPLEMENT ADVISE

APPROVE MONITOR

INFORMATION

7. DISTRIBUTE COMPENSATION SURVEY;

MONITOR IMPLEMENT

FOLLOW-UP AS NEEDED

8. COLLECT AND COMPILE SURVEY RESPONSES MONITOR IMPLEMENT

9. ANALYZE SURVEY RESULTS REVIEW REVIEW MONITOR IMPLEMENT REVIEW

REVIEW

10. GENERATE REPORTS REVIEW APPROVE IMPLEMENT

MONITOR









KH Consulting Group January 14, 2008 38

Compensation Philosophy

The Compensation Philosophy should:

• Align with the County of Orange Strategic Focus

• Align with human resources goals and strategies

• Reflect the County of Orange work culture

• Create a motivational framework for compensation

• Clearly state its purpose

• Address Total Compensation

– Base Pay

– Benefits

• Address recruitment and retention









KH Consulting Group January 14, 2008 39

Step 1: Develop Survey Timeline



Task Week

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Identify benchmark positions, assign titles, and write

capsule descriptions

Identify potential survey participants, including contact

information

Build online survey

Disseminate online survey

Collect and analyze survey results

Prepare Orange County reports

Prepare participants' reports









KH Consulting Group January 14, 2008 40

Step 2: Select Benchmark Positions

• Representative of a • Hard-to-recruit

complete range of jobs • Hard-to-retain

surveyed • High profile

• Core position in an • Limited number of

organization’s workforce incumbents, such as

• Numerically important Executive positions

• Well known or common • Positions with

• Relatively stable job conflicting viewpoints

content regarding value in the

• Good reference points marketplace

in a job structure

concerning level of

difficulty and

responsibility

• Clear and concise

description

KH Consulting Group January 14, 2008 41

Step 3: Assign Benchmark Position

Titles and Write Capsule Descriptions

• Keep the survey audience in mind

• The benchmark position title and

capsule description are the only

references survey respondents have for

determining if they have a comparable

position in their organization.

• The validity of survey data relies heavily

on the respondents’ perception, making

descriptive clarity and accuracy

paramount.



KH Consulting Group January 14, 2008 42

Step 3: Assign Benchmark Position

Titles and Write Capsule Descriptions

POSITION DESCRIPTION

• Reporting and supervisory duties

• Descriptive statements that relate to the

responsibilities

• Required number of years of experience or

job knowledge

• Required educational level

• Required discipline or specific course work

• Required licenses or certifications

• Required travel/driver’s license requirement

• Other required special abilities

KH Consulting Group January 14, 2008 43

Step 4: Build Online Compensation Survey



ONLINE SURVEY TOOLS

• Less resource intensive

• Real-time updates

• Easy follow-up

• Simplifies data entry and analysis









KH Consulting Group January 14, 2008 44

Online Survey Tools

• Less resource intensive

• Real-time updates

• Easy follow-up

• Simplifies data entry and analysis









KH Consulting Group January 14, 2008 45

Survey Invitation and Introduction Page









KH Consulting Group January 14, 2008 46

Section 1: Employer General Information









KH Consulting Group January 14, 2008 47

Section 1: Employer General Information









KH Consulting Group January 14, 2008 48

Section 2: Compensation for

Benchmark Positions









KH Consulting Group January 14, 2008 49

Section 2: Compensation for

Benchmark Positions









KH Consulting Group January 14, 2008 50

Section 2: Compensation for

Benchmark Positions









KH Consulting Group January 14, 2008 51

Survey Completion









KH Consulting Group January 14, 2008 52

Survey Completion









KH Consulting Group January 14, 2008 53

Step 5: Identify Target Organizations to be

Surveyed and Compile Contact Information

PARAMETERS

• Relevant labor market(s)

• Relevant-sized organizations

• Relevant business sector(s)

• Relevant geographic targets

– Local

– Regional

– Statewide

– Nationwide

KH Consulting Group January 14, 2008 54

Step 5: Identify Target Organizations to be

Surveyed and Compile Contact Information

RESOURCES

• County of Orange relevant contacts:

– Public sector peers

– Private sector partners

– Non-profit partners

– Education partners

• Major business listings, including:

– California Employment Development Department

– The Orange County Business Journal

– Los Angeles Business Journal

– San Diego Business Journal

– Annual Book of Lists for relevant jurisdictions

KH Consulting Group January 14, 2008 55

Step 6: Distribute Compensation Survey;

Follow-up as Needed

SURVEY DEADLINE TRACKING RESPONSES

• Survey length should be & FOLLOW-UP

considered • Track respondents’

• 1 month to complete the progress throughout the

survey survey period

• Pre-planned extension • Follow-up

of 1-2 weeks for late • Send reminders at least

responders. twice during survey

• Use more than one

mode of contact,

including email,

telephone, and FAX.



KH Consulting Group January 14, 2008 56

Step 7: Collect and Compile Survey

Responses









KH Consulting Group January 14, 2008 57

Step 7: Collect and Compile Survey

Responses







BASE PAY x (1 + BENEFITS %) =

TOTAL COMPENSATION









KH Consulting Group January 14, 2008 58

Compilation Standards

• If a respondent indicates a match or includes salary information for

a position, but does not indicate a number of incumbents, assume

“1”.

• If the position is one for which there is reason to believe that the

number of incumbents should be significantly great than “1”,

attempt to follow up.

• In all other cases, when a data field is left blank by the respondent,

do not alter or include any value (including zero) so that the

accurate averages can be calculated.

• If all information about the incumbent(s) in a position is provided

except for salary, include the incumbent(s), but leave the salary

blank.

• If a respondent reports a base salary for a position, but does not

provide a percent of base salary representing benefits, there is no

total compensation calculated for that position and it is only

included in the appropriate base salary averages.

• When an hourly salary is provided, multiply the amount by 2,080

hours to calculate an annual salary[1].



[1] The U.S. Department of Labor uses 2,080 hours as the standard work year for labor statistics.





KH Consulting Group January 14, 2008 59

Step 8: Analyze Survey Data

• POSITION MATCH – Calculate a frequency count for the number

of times respondents answered for each of the 3 choices – LESS,

CLOSE, and MORE.

• POSITION TITLE – Gather the titles provided by respondents

and calculate a frequency count for each title.

• NUMBER OF INCUMBENTS – Calculate the average number of

incumbents reported by survey respondents.

• ACTUAL ANNUAL BASE PAY – Calculate the average of all

responses.

• PERCENT OF BASE SALARY – Calculate the average of all

responses.

• TOTAL COMPENSATION – Calculate the average of all

calculated figures.

• AVERAGE NUMBER OF YEARS – Calculate the mean number

of years reported by survey respondents.

• RECRUITMENT DIFFICULTY – Calculate a frequency count for

the number of times respondents answered for each of the 3

choices – EASY, AVERAGE, or DIFFICULT.



KH Consulting Group January 14, 2008 60

Presenting Survey Analysis

Position title used in Confidential

Compensation Survey

County of Orange Title Classification

Office Specialist 0536CL Position

Performs difficult, specialized, and responsible office work requiring extensive related experience, thorough knowledge of the methods and procedures applicable to the assignment, and the

exercise of considerable discretion and responsible decision-making in performing work. Analyzes a variety of source materials with a thorough understanding of policies, procedures, terminology, description used

and various applicable regulations; answers questions that involve searching for and abstracting technical data and detailed explanations of regulations, policies, or procedures and refers to

immediate supervisor only on matters requiring policy decisions; may compile a variety of narrative and statistical reports; interacts with the public or others in difficult situations. In addition to

in Confidential

the primary responsibilities, may perform a variety of keyboarding duties including typing, entry, manipulation, retrieval of information. Acts as lead worker for employees in the same or lower Compensation

level classes; assists in training new employees; acts for supervisor in his or her absence. Requires 3 years of relevant experience; completion of 18 semester units in secretarial sciences, office

completion of 360 hours of relevant training. Survey

AVG NO. OF

NO. OF TOTAL

CATEGORY YEARS IN BASE SALARY TITLE FREQUENCY

INCUMBENTS COMPENSATION

POSITION

OVERALL 2050 8.0 $45,389 $58,468 Administrative/Sales Assistant 2

Variety of COUNTY OF ORANGE 435 6.0 $40,705 $57,471 Office Specialist 2 County of Orange

SECTOR Senior Office Specialist 2

comparisons GOVERNMENT 1450 6.8 $42,566 $57,024 Administrative Analyst 1 responses highlighted

PRIVATE 11 7.0 $55,960 $57,879 Administrative Assistant II 1

by employer NON-PROFIT 8 5.5 $41,650 $54,825 Analyst IV 1

in pale orange

category. EDUCATION

SIZE

146 15.5 $50,561 $66,396 Billing Clerk

Clerk Typist IV

1

1

Direct market MEGA 1371 7.7 $44,189 $60,186 Data Control Specialist 1

LARGE 207 8.7 $49,379 $64,301 Eligibility Supervisor 1

competitors MEDIUM 7 NR $42,972 $61,020 Legal Assistant 1



highlighted in

SMALL

REGION

30 8.1 $43,964 $52,880 Legal Document Specialist III

Legal Processing Assistant; Medical Office Assistant II

1

1

Titles used by

pale blue ORANGE COUNTY 42 7.2 $52,017 $65,140 Legal Secretary 1 participant

SOUTHERN CALIFORNIA 1468 8.8 $41,170 $55,237 Office Assistant III 1

NORTHERN CALIFORNIA 105 10.0 $42,042 $49,948 Office Support Specialist 1 organizations for

Principal Office Specialist 1

Secretary 1 comparable position

Position Match Frequency Secretary I 1

Respondents reported More

Senior Administrative Assistant 1 and the frequency

Senior Administrative Legal Clerk and Senior Legal Secretary 1

position match 4 18 3

Close

Senior Clerk Typist A 1 reported.

Less

Senior Legal Office Assistant 1

Staff Assistant I 1

Staff Support Associate 1

Difficulty of Recruitment Frequency

Respondents reported Difficult Total Compensation

recruitment difficulty 2 17 5

Average 90000

Median

Easy

80000

Total Compensation

County of Orange Recruitment Difficulty - Average

County of Orange Vacancy Rate - 10.20% 70000

Pale green band represents

60000

Reported by the the Overall Total

50000

County of Orange 40000

Compensation ± 10%

30000

Participant Organization





Orange County indicated

All other respondents

by orange data point

indicated by blue data

point





KH Consulting Group January 14, 2008 61

Step 9: Generate Reports

COMPENSATION SURVEY ANALYSIS should include:

• Introduction and Summary

– Context

– Scope and Objective

– Overall Findings

• Survey Process Explanation

• Survey Analysis

• Findings Discussion

PARTICIPANT REPORTS

• Encourage future collaboration.

• Differ from the County of Orange reports

– Treat the County as a confidential participant

– Includes OC data in overall totals for each benchmark

position



KH Consulting Group January 14, 2008 62

*LUNCH*



KH Consulting Group January 14, 2008 63

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 64

ACTIVITY:

Choosing Positions to Survey

Objectives to:

• Identify potential compensation survey

peers

• Discuss the reasons why to include

each potential survey peer

– Similar size

– Similar sector

– Direct competitor

• Discuss how to build relationships with

potential peers

KH Consulting Group January 14, 2008 65

GROUP ASSIGNMENT

If your last name starts with:

• A-H – Tom in room 214/216

• I-P – Gayla in this room

• Q-Z – Heather in room 169









KH Consulting Group January 14, 2008 66

ACTIVITY DISCUSSION









KH Consulting Group January 14, 2008 67

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 68

Data Collected

• POSITION MATCH – Calculate a frequency count for the number

of times respondents answered for each of the 3 choices – LESS,

CLOSE, and MORE.

• POSITION TITLE – Gather the titles provided by respondents

and calculate a frequency count for each title.

• NUMBER OF INCUMBENTS – Calculate the average number of

incumbents reported by survey respondents.

• ACTUAL ANNUAL BASE PAY – Calculate the average of all

responses.

• PERCENT OF BASE SALARY – Calculate the average of all

responses.

• TOTAL COMPENSATION – Calculate the average of all

calculated figures.

• AVERAGE NUMBER OF YEARS – Calculate the mean number

of years reported by survey respondents.

• RECRUITMENT DIFFICULTY – Calculate a frequency count for

the number of times respondents answered for each of the 3

choices – EASY, AVERAGE, or DIFFICULT.



KH Consulting Group January 14, 2008 69

Compensation Philosophy

The Compensation Philosophy should:

• Align with the County of Orange Strategic Focus

• Align with human resources goals and strategies

• Reflect the County of Orange work culture

• Create a motivational framework for compensation

• Clearly state its purpose

• Address Total Compensation

– Base Pay

– Benefits

• Address recruitment and retention









KH Consulting Group January 14, 2008 70

Geographic Differential

Consumer Price Index and

Geographic Wage Differential

Geographic

Location Composite CPI

Differential

Orange County 142.0 est. 1.00

San Diego 141.0 .99

Los Angeles 141.3 1.01

West Urban (more than 1.5 million) 212.549 .989

LA-Riverside-Orange 214.760 1.000

San Francisco-Oakland-San Jose 213.688 .995

[1]Information from the February 2007 Consumer Price Index (CPI) Report that is released

semiannually by the U.S. Department of Labor Bureau of Labor Statistics. Data displayed is CPI

for all Urban Consumers (CPI-U).

KH Consulting Group January 14, 2008 71

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 72

So What? Now What?

• Write down a “So what?” or “Now what?”

on the paper provided

• Give comments to a KH team member





*TAKE A BREAK*







KH Consulting Group January 14, 2008 73

Open Space Approach



What is Open Space: • Kick-start end to apartheid in

South Africa

• Based in the belief that

• Design new approaches to cancer

organizations and research

communities run on passion

• Rebuild communities after war

and responsibility Parallel

• Increase efficiency and revenue

working sessions around a

central theme • Design land use

• Create new products

• Participants create and

• Discuss ethnicity and culture

manage their own Agenda

• Bring Palestinians and Israelis

• It allows groups of any size together to talk about peace

to self-organize around what

• Develop strategic plans and bring

they really care about to get perceived adversaries together

things done.





KH Consulting Group January 14, 2008 74

Modified “Open Space” Approach

• Whoever comes is the right people

– Whoever is attracted to the same conversation are the people who

can contribute most to that conversation—because they care.

– They are exactly the ones – for the whole group – who should be

involved.

• Whatever happens is the only thing that could

have

– We are all limited by our own pasts and expectations.

– This principle acknowledges we'll all do our best to focus on NOW –

the present time and place – and not get bogged down in what

could've or should've happened.

• When it starts is the right time

– The creative spirit has its own time.

– Our task is to make our best contribution and enter the flow of

creativity when it starts.

• When it's over, it's over

– Creativity has its own rhythm.

KH Consulting Group January 14, 2008 75

Modified “Open Space” Approach

Ground Rules

– The Law of Two Feet means you take

responsibility for what you care about

• You can move to whatever place you can

best contribute or learn.

– The KH facilitators will ensure that

discussions, suggested decisions,

and ideas are captured and reported.









KH Consulting Group January 14, 2008 76

ACTIVITY DISCUSSION









KH Consulting Group January 14, 2008 77

WORKSHOP AGENDA

• Project Overview

• Compensation Survey Data

• Choosing Positions to Survey

• Compensation Survey Steps

• Creating a Survey Peer Group

• Interpreting Data

• So What? Now What?

• Wrap-up & Next Steps



KH Consulting Group January 14, 2008 78

Wrap-up

• What did you get out of

today’s workshop?

• What next steps do you

suggest?

• Comments?

• Suggestions?

• Concerns?

KH Consulting Group January 14, 2008 79

ACTIVITY DISCUSSION









KH Consulting Group January 14, 2008 80

THANK YOU!



KH Consulting Group January 14, 2008 81



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