PDQ PositionDescriptionQuestionnaire by 9HPw81g

VIEWS: 11 PAGES: 9

									                                                                        Classification Assigned:
                                                                        Pay Grade Assigned:              EEO Category:
                                                                        Overtime: [ ] Exempt        [ ] Non-exempt
                                                                        Review Date:



                                                MERCER UNIVERSITY
                                       POSITION DESCRIPTION QUESTIONNAIRE
                                            HUMAN RESOURCES OFFICE
                                                      Telephone (478) 301-2786


             The information provided on this PDQ is for: (Place “X” beside one.)
                        Classification of a NEW Position
                        Possible RECLASSIFICATION
                        UPDATE Only
                                                                                                   (Date)



     Name:                                                   If Vacant, list Former Incumbent:

     Proposed Classification/Title:

     Department:

     School/College (if applicable):


 Status:       (Place “X” in one.)                                                                     Hours Per
                                                                                                        Week

                                        [ ] Full-time

                                        [ ] Regular Part-time

                                        [ ]   Other (specify)




 Immediate Supervisor (person to whom this position will report):


 Name:                                                              Title:

                                                                    Phone:



1.           POSITION PURPOSE AND OBJECTIVES:

This is a three-to-five sentence summary of the overall purpose and objectives of the position. This section should include statements
describing the primary responsibility of the job, the end results the job is expected to accomplish, and the degree of freedom to act
(e.g., “under direct supervision,” “under indirect supervision,” “independently“).




                                                                  1
2.       JOB FUNCTIONS:

Each job has a number of tasks, duties, and responsibilities that comprise the means of accomplishing the job’s purpose and
objectives. This section provides a list of those job functions. List the functions in order of their importance and indicate the average
percent of time applied to each duty over the course of a year. In describing duties, begin each phrase with a word denoting action.
After listing each function, the immediate supervisor of this position should use Attachment A to determine whether each function is
essential or non-essential and indicate “Y” or “N” on the line provided.

                                                                                               % of Time                 Essential
         Duties (in order of importance)                                                    Applied Over Year           (Yes or No)

 A.

 B.

 C.

 D.

 E.

 F.

 G.

3.       POSITION QUALIFICATIONS:

This section is comprised of three major parts: minimum qualifications; knowledge, skills and abilities; and success factors.

Minimum qualifications:

This section lists the minimum education, experience, or combination of education and experience required to perform the essential
job functions listed above. It is important that these qualifications be stated as minimums; if they are inflated, they may screen out
people who are qualified to do the work.

         Please underline the minimum number of years of education necessary for a person entering this position.

         6 7 8               9 10 11 12             13 14 15 16               17 18 19 or more
_________________________________________________________________________________________________________
           Grade               High School            Undergraduate            Graduate College or
           School                                  College or University           University


         Is any specific degree required and, if so, what
         degree?          Yes         No

         Can related experience offset the requirement
         for a degree?        Yes          No
         (Note: Positions that do not require a Master’s
         degree are likely to be classified, not professional.)

         List any specific high school or college courses that are necessary.



         Is the completion of special training/apprenticeship programs/professional certification or state licensing necessary
         for a person entering this position?          Yes          No

                                                                  Time Required                    Organization Providing
                   Type of Program                                for Completion                        Program



         Does the incumbent in this position have access to Protected Health Information (PHI) which is defined as
         information that is identifiable and contains health status, treatment, diagnosis, or other sensitive health information
         on a specific individual?          Yes          No



                                                                        2
         What is the minimum experience required to perform this job?

                               Type of Experience                                         Minimum Years Required (if applicable)




Knowledge, Skills & Abilities:

This section details the specific knowledge, skills, and abilities required to perform the various functions of the job. Each statement
should include what is required and why it is required. These statements should be stated as minimum requirements to accomplish
the essential job functions. Any physical abilities/working conditions required by the job should also be detailed in this section.

         EXAMPLES:         Knows how to use Excel to maintain various budget and expense reports.

                           Ability to repeatedly lift and carry 25 lbs. for periods of one to two hours in order to load bundles
                           onto trucks.




Success Factors/Desirable Qualifications:

Success Factors are certain personal characteristics that contribute to an individual’s ability to excel in a particular job. Desirable
Qualifications may be comprised of the components of education/experience, knowledge, skills and abilities that exceed the mi nimums
but will also contribute to the success and rapid assimilation of the existing employee.


          Success Factors:




          Desirable Qualifications:




                                                                    3
4.   Express the workload volume in this position using numbers if you can.

             Examples:         Purchase $150 in office supplies each month
                               Manage printing of 50,000 impressions per week
                               Direct dining hall, which serves 1,100 meals per day
                               Direct admission of 800 students annually




5.   Specifically, how can satisfactory performance in this position help the University?




6.   List the most important and the most difficult kinds of decisions or judgments one is required to make in this
     position.


      Most Important:




      Most Difficult:




7.   What is the likely effect on the University if a person in this position makes mistakes or errors in the regular course
     of his or her work?




8.   (a)     How frequently does one receive direction in the performance of his/her duties? (Include in this
             answer all kinds of directions, including assignment of projects or tasks.)

                                Frequency                    Place “X” by one of the following
                Two or three times per week
                Weekly
                Weekly to monthly
                Less than once a month


     (b)     How frequently are the results of the work normally reviewed? (Include in this answer all types of
             review, whether explicit or implicit.)

                                Frequency                    Place “X” by one of the following
                At least daily
                Two or three times per week
                Weekly to monthly
                Less than once a month

                                                             4
      (c)     How and from whom will the incumbent usually obtain authoritative advice on the handling of a special
              problem or unusual situation?




      (d)     Are written rules, instructions and/or procedures available to guide most of the job-related activities?
                       Yes [ ]          50% of the time [ ]        No [ ]

              Please comment on this answer if you wish.




      (e)     Do precedents or established ways of doing the work usually apply to the job duties?
                     Yes [ ]          50% of the time [ ]        No [ ]

              Please comment on this answer if you wish.




9.    (a)     How much freedom will the incumbent have to choose the way in which he/she performs an assignment or
              duty?




      (b)     Who usually gives the work assignments and how are they given?




10.   Does the day-to-day work usually follow an established pattern?        Yes [ ]        No [ ]

      Please explain the answer.




11.   Is originality required in the work on a day-to-day basis?   Yes [ ]        No [ ]

      Please explain the answer.




12.   Are the working conditions connected with the position unusually difficult or unpleasant?      Yes [ ]       No [ ]

      Please explain the answer.




                                                             5
13.   In what ways, if any, is the incumbent responsible for managing operating or capital budgets?

              Review expenses against budget?                                                      Yes    [   ]        No   [   ]
              Maintain budget records?                                                             Yes    [   ]        No   [   ]
              Approve expenditures?                                                                Yes    [   ]        No   [   ]
              Develop budget recommendations?                                                      Yes    [   ]        No   [   ]
              Prepare budget request and written narrative?                                        Yes    [   ]        No   [   ]
              Approve budget requests for other departments?                                       Yes    [   ]        No   [   ]

      If the answer is yes to any of the above, please indicate the type and amount of the budget.




14.   Will the incumbent be authorized to sign any document affecting pay?               Yes [ ]              No [ ]

      If the answer is "Yes," please list the name(s) of the document(s).




15.   (a)     Will the incumbent supervise employees or act as a group leader?                  Yes [ ]       No [ ]
              If the answer is "No," skip to question 17. If the answer is "Yes," please list below the number, position title,
              and present salary grade, if any, of the employees reporting to the incumbent.

                        EXAMPLE:                   Number of Full-Time Equivalents                 Position Title/Grade
                                                               1                                   Clerk - Typist II
                                                               3                                   Admin. Coord.
                                                               1                                   Asst. Director

                  Number of Full-                                                Number of Full-
                  Time Equivalents     Position Title/Grade                     Time Equivalents         Position Title/Grade
              1                                                           6

              2                                                           7

              3                                                           8

              4                                                           9

              5                                                           10

      (b)     If the answer to 15 (a) above is "Yes," please also explain the nature of supervisory functions performed
               and the time involved.

                   EXAMPLE:
                       Supervisory Function                      Action Taken                        Hrs. Involved for
                                                                                                   Standard Work Week
                       Review the work done                   Approve acceptable work.                      2 hours
                       by junior account clerks.              For incorrect or
                                                              unacceptable work,
                                                              issue remedial instructions.
                                                                                                         Hrs. Involved for
                        Supervisory Function                           Action Taken                    Standard Work Week




      (c)     What is the total annual dollar payroll for the employees the incumbent will supervise? $

                                                                 6
16.     Place “X” in each of the phrases below which describe the kind of supervision this position requires the incumbent
        to exercise.

        [ ] Plan work                                      [ ] Instruct methods, procedures

        [ ] Assign work                                    [ ] Correct errors

        [ ] Check and approve work                         [ ] Supervise employees in remote locations

        [ ] Make hiring recommendations                    [ ] Maintain employee discipline

        [ ] Make promotional recommendations               [ ] Maintain employee records

        [ ] Make final decision on hiring                  [ ] Handle complaints and grievances

        [ ] Make final decision on promotions              [ ] Make recommendations regarding unsatisfactory employees

        [ ] Recommend salary adjustment                    [ ] Make final decision regarding unsatisfactory employees

        [ ] Make final decision on salary adjustments

17.     Does this position regularly require that the incumbent work at times other than the normal working hours for your
        college or school? Yes [ ]            No [ ]

        If so, when and how often?




18.     To the best of your knowledge, what University personnel in other departments perform work that is very similar to
        this position?

                     NAME                               POSITION TITLE                        DEPARTMENT




19.     GENERAL COMMENTS: List any additional comments to better describe this position in more detail.




      ATTENTION: Upon completion and final review, email a copy of this PDQ to Human Resources.

                                                  Signatures only needed if requested by Human Resources.

 Date                                       Employee’s Signature


 Date                                       Supervisor’s Signature


                                        Please return to the Human Resources Office.
                                                     (Revised: February 2011)



                                                               7
                                                                                 Mercer University
                                                                  POSITION PHYSICAL/MENTAL
                                                                 REQUIREMENTS FOR ESSENTIAL
                                                                          FUNCTIONS

Job Title:                                                           Department:
Completed by:                                                        Date:



1. PHYSICAL REQUIREMENTS:                       (Please check the boxes that are appropriate)

    Physical mobility           NEVER       OCCASIONAL                FREQUENT           REGULAR               CONSTANT
     requirements:                          Less than 20%            20%-49% of the    50%-79% of the       Over 80% of the time
                                                 time                     time              time


Sitting                          [ ]              [ ]                     [ ]                  [ ]                  [ ]
Standing                         [ ]              [ ]                     [ ]                  [ ]                  [ ]
Walking                          [ ]              [ ]                     [ ]                  [ ]                  [ ]
Kneeling                         [ ]              [ ]                     [ ]                  [ ]                  [ ]
Stooping                         [ ]              [ ]                     [ ]                  [ ]                  [ ]
Climbing Stairs                  [ ]              [ ]                     [ ]                  [ ]                  [ ]


   Physical dexterity           NEVER       OCCASIONAL                FREQUENT           REGULAR               CONSTANT
requirements to operate:                    Less than 20%            20%-49% of the    50%-79% of the      Over 80% of the time
                                                 time                     time              time


A Telephone                      [ ]              [ ]                     [ ]                  [ ]                  [ ]
Computer/Electronic
Equipment
                                 [ ]              [ ]                     [ ]                  [ ]                  [ ]
Hand Tools                       [ ]              [ ]                     [ ]                  [ ]                  [ ]
Power Tools                      [ ]              [ ]                     [ ]                  [ ]                  [ ]
Manipulating Small
Objects                          [ ]              [ ]                     [ ]                  [ ]                  [ ]



Physical effort requirements: (Please fill in the blanks)


Number of pounds lifted . . .              Percent of time pounds are . . .           Percent of time pounds are . . .

Waist high                  _____lbs          Carried alone          _______ %        Pushed               _______ %

Shoulder high               _____lbs                                                  Pulled               _______ %

Above the head              _____lbs         Carried w/ others       _______ %        Held                 _______ %


                                                                 8
2. SENSORY ABILITIES:                    (Check the boxes that are appropriate)

An ability to . . .                         . . . is essential                        . . . is useful            . . . is not applicable

       see                                         [   ]                                   [   ]                               [   ]
       distinguish colors                          [   ]                                   [   ]                               [   ]
       hear or listen                              [   ]                                   [   ]                               [   ]
       smell                                       [   ]                                   [   ]                               [   ]
       touch                                       [   ]                                   [   ]                               [   ]
       speak                                       [   ]                                   [   ]                               [   ]


3. MENTAL EFFORT: (Check the boxes that are appropriate)

                                           OCCASIONAL                    FREQUENT                      REGULAR                  CONSTANT
      Mental effort            NEVER
                                           Less than 20%              20%-49% of the time          50%-79% of the time      Over 80% of the time
     requirements:
                                                time



Reading                            [ ]          [ ]                          [ ]                           [ ]                         [ ]

Writing                            [ ]          [ ]                          [ ]                           [ ]                         [ ]

Basic Arithmetic                   [ ]          [ ]                          [ ]                           [ ]                         [ ]

Weighing/Measuring                 [ ]          [ ]                          [ ]                           [ ]                         [ ]

Analyzing Data                     [ ]          [ ]                          [ ]                           [ ]                         [ ]

Problem Solving                    [ ]          [ ]                          [ ]                           [ ]                         [ ]

Conducting Research                [ ]          [ ]                          [ ]                           [ ]                         [ ]
Evaluating performance                                                                                     [ ]                         [ ]
of others                          [ ]          [ ]                          [ ]
Interacting with others            [ ]          [ ]                          [ ]                           [ ]                         [ ]


4. WORK ENVIRONMENT:                      (Designate percentages and check the appropriate boxes)

                      LOCATION                                     CONDITION OF AIR                                    NOISE LEVEL
Percent of time spent . . .

_______ %                indoors                           [ ]          Clean (controlled)                       [ ]          Normal
                                                                                                                              Loud, requires ear
_______ %                outdoors                          [ ]          Normal/average                           [ ]          protection
_______ %                in a vehicle                      [   ]        Dusty/Dirty
                                                           [   ]        Wet/Humid
                                                           [   ]        Extreme temps
                                                           [   ]        Fumes, smoke etc



                                                                                                                                        (01/2005)



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