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Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski [email protected]

Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski [email protected]

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Page 1: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis/Job Evaluation

MANA 5322

Dr. Jeanne Michalski

[email protected]

Page 2: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis

Systematic process for collecting information about how jobs are done and what personal characteristics they require.

1. Work activities – what the worker does, how and why these activities are conducted.

2. Tools and equipment used in performing work activities.3. Context of the work environment, such as work schedule or

working conditions.4. Requirements for performing the job – KSA’s.

Page 3: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Depth of Job Analysis

Dictated by: Time Economics Purpose

Current practice is use of streamlined methods of analyzing jobs Matching to position surveys Using pre-written job descriptions Requesting thumbnail descriptions of job duties

Typically performed when position is first created or when job content changes is a substantial way

Page 4: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

“Organizations hire individuals, but once individuals join most organizations, the amount they are paid is determined primarily by the type of job that they do.”

Edward Lawler III, Ph.D., Director of the Center for

Effective Organizations

Job-level pay determination includes:- Job analysis- Job evaluation or job worth determination- Salary structure placement- Incentive pay determination- Performance Management

Page 5: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Applications

HR Planning Recruitment: job descriptions and want ads Selection: job requirements and qualifications Pricing jobs Training and Development Performance Management

Page 6: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Application

Pricing Jobs In compensation, job analysis has two critical uses:

Establishes similarities and differences in the work contents of the jobs

Helps establish an internally fair and aligned job structure

Key issue for compensation decision makers: Ensuring that data collected are useful and

acceptable to employees and managers involved

Page 7: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Methods

Sources Person doing the job

Observe Prepare diary Ask questions

Expert on the job Personal experience

Page 8: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Methods

Forms of Inquiry Self-report

Diaries Questionnaires Checklists

Interviews Structured Open-ended Group or individual

Critical Incident

Page 9: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Primary Sources of Job-Analysis Information

Approach Major Advantages Major Disadvantages

Direct Observation Helps analyst understand work being performed

Time-consuming

Individual Interview Not dependent on writing skills

Time-consuming

Group Interview Same as above; less time consuming

May inhibit individual responses; May misclassify 2 jobs as 1

Technical Conference Same as above Same as above

Diaries/logs Can provide complete picture of job

Time-consuming

Open-ended Questionnaires

Quick turnaround; inexpensive; flexible design

Difficult to get returned; depends on writing skills; may require follow-up

Highly Structured Questionnaires

Multiple purpose use; Detail aids credibility

Time-consuming; Expensive

Page 10: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Types of “Job” Analysis

Job Content analysis Task statements KSA’s

Competency analysis Competencies Matrix / Models

Compensation analysis “Compensable” factors

Page 11: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Steps

Obtain management approval Gain employee acceptance

Union support Decide who will conduct analysis Think in terms of work-flow Consult secondary sources first Decide method and collect data Document the analysis Obtain necessary approvals Test for legal compliance Conduct a reality test Keep up-to-date

Page 12: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Data Collection Methods

Identify and collect job information Analyze job information Validate job information

Critical data will fall into two categories – nature of the work and the level of the work.

Nature of work refers to duties and responsibilities

Level of the work refers to the skills required for the job, mental or physical effort, levels of accountability, and working conditions.

Page 13: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Secondary Sources for Job Analysis

Existing job documentation Work-flow studies Policies and procedures materials Organizational charts Organizational goals or objectives Industry association materials Sample surveys Government publications – O*Net, Dictionary of

Occupational Titles, Occupational Outlook Handbook

Page 14: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

O*NET

Occupational Information Network

Database of worker attributes and job characteristics.

http://online.onetcenter.org/

Page 15: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Methods/Data Collection

1. Gather job information Interviews: Critical Incident Technique Questionnaires:

Functional Job Analysis Position Analysis Questionnaire Task Inventory Analysis (KSA matrix)

Observation: Motion studies Diaries: Time studies

Page 16: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Methods

2. Analyze job information Create task statements

Action verbs Concise summary

Create KSA’s or job qualifications

Page 17: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Task Statements

Characterize activities with action verbs. Tasks have identifiable beginnings and endings. Identifiable outputs or consequences. Mean the same thing to all respondents. Non-trivial but complete. What the worker does, how they do it, to who or

what and why?

Page 18: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

KSA’s Defined

Knowledge: A body of information (typically of a factual or procedural nature) that required for successful completion of a task.

Skill: An individual’s level of competency or proficiency in performing a specific task. Usually be expressed in numerical terms.

Ability: A more general, enduring trait or capability an individual possesses when he or she first performs a task.

Page 19: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

KSA’s Defined

Knowledge: Various engineering fields and terms. DOT regulations

Skills: Typing 50 words per minute without error. Basic PC operations including email.

Abilities: Writing and edit business correspondence. Interviewing clients for marketing information.

Page 20: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

KSA’s

Really necessary for task performance?

Must newly hired employees have this KSA?

To what degree would it differentiate between high and low performance of new employees?

Page 21: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Methods

3. Validate job information Survey job incumbents Managers Subject Matter Experts (SME’s)

Page 22: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Summary: Data Collection and Analysis

1) Identify major responsibilities – observation of incumbents, open-ended interviews

2) Write task statements

3) Rate tasks – position questionnaire

4) Identify KSAO’s for essential tasks – interviews with SME’s

5) Rate KSAO’s – group meeting with SME’s

6) Validate the description – job descriptions are valid to the extent that they accurately represent job content and that persons possessing necessary/identified KSAO’s do perform more effectively on the jobs.

Page 23: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Interview Form

Introduce yourself to the interviewee and thank him or her for taking the time to talk with you.

Explain the purpose of the interview and what the outcome of the project will be.

Explain that you need information form people who are knowledgeable about the job, and that the project’s success depends on the people you will be working with.

Next, explain that you will be asking questions about the job and that you will be taking notes.

Ask if the interviewee has any questions and answer them before proceeding.

Interviewee’s Name Interviewee’s Title

Length of time in Position In company

Organizational Chart showing reporting relationship

Page 24: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Major Functions

If you had to divide your job into four or five major job functions, what would they be?

Page 25: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Major Functions

For each of the major functions the interviewee listed ask the following:

What are the specific activities or tasks you perform to accomplish the major function?

What kinds of things do you do to prepare for the task you described?

What kind of follow-up activities do you perform after these tasks?

Page 26: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Interactions

What interactions do you have with others within the organization (job titles, groups, departments)? What activities require cooperation or coordination? How do you usually communicate (memo, phone,

meetings)? What interactions do you have outside the

organization (customers, suppliers, groups)? What activities require coordination or cooperation? How do you usually communicate (memo, phone,

meetings)?

Page 27: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Knowledge, Skills, Abilities and Other (KSAOs) What technical knowledge does this position

require? (ex. A computer operator needs to understand computer hardware and software.)

What types of equipment or tools do you use? (ex. Many people have to operate computers, calculators, copy machines)

What abilities does this position require? (ex. Customer service representative has to be able to communicate calmly with angry customers.)

Page 28: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

KSAO continued

Other - I’m going to read a list of paired statements that describe aspects of jobs, which of the statements best describes the job, or if the job falls somewhere in the middle

Much travel Little travel

Predictable work schedule Unpredictable work schedule

Flexible work hours Set work hours

Moderate to slow work pace Fast work pace

High pressure for results Low pressure for results

Frequent deadlines Infrequent deadlines

Closely supervised Little supervision

Establish own goals Goals established by others

Work closely with others Work mostly alone

Work requires little Work requires considerable

creativity creativity

Page 29: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Critical Incidents

Describe for me critical incidents or situations that illustrate either outstanding or poor job performance. What led up to the incident? What did the employee do that was effective or

ineffective? What were the consequences? Were the consequences within the control of the

employee?

Page 30: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Additional Questions

What types of prior work experience, knowledge, or skills are essential for effective performance in this position?

If you had to interview candidates for this position, what information would you need to select the right person for the job?

If you had to select a person for this position, what job activities would you want to see them perform before hiring them?

Page 31: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hourly Position Questionnaire

Your name Job title Location Department How long have you been in this position?

Page 32: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hourly Position Questionnaire - Sample Excerpt Briefly describe (in three or less sentences) the

overall purpose or function of the job. “Why does this position exist?”

Page 33: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hourly Position Questionnaire - Sample ExcerptJob Tasks This job is performed

0 1 2 3 4 5

Extent to which task is important relative to other tasks

0 1 2 3

1. Read and interpret routine work orders and instructions(service orders, traffic orders, trunk facility orders, TFOs, transfer sheets, etc.).

Nev

er

Mon

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Ann

ually

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Dai

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Hou

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Not

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Page 34: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hourly Position Questionnaire - Sample ExcerptJob Tasks This job is performed

0 1 2 3 4 5

Extent to which task is important relative to other tasks

0 1 2 3

2. Read and interpret non- routine written instructions (procedures for reporting vehicle accidents, etc.).3. Read and interpret technical manuals/material (Installation and Maintenance Series, Engineering Series, etc.).

Nev

er

Mon

thly

Ann

ually

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Not

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Page 35: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hourly Position Questionnaire - Sample ExcerptJob Tasks This job is performed

0 1 2 3 4 5

Extent to which task is important relative to other tasks

0 1 2 3

11. Read instructions or information aloud to another person.

12. Print or write information legibly in small places.

Nev

er

Mon

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Ann

ually

Wee

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Dai

ly

Hou

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Not

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13. Handle direct contact with customers

Page 36: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Descriptions Summary

Job Description- narrative written descriptions of jobs as currently constituted.

“Job Specifications are those employee behaviors, skills, abilities, and interests deemed necessary to perform a job “ Casio 1978

Page 37: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Descriptions

Identifying Information Job Title Exempt or Non-

exempt Full-time or Part-time Gender neutral

Summary Brief description Place in org. structure

Page 38: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Descriptions

Duties and Responsibilities What does the person do? How do those tasks get done? Under what conditions? Using what materials?

Requirements and Qualifications KSA’s Certifications or degrees Appropriate for the job

Page 39: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Value

Important to use multiple techniques: sources and forms of inquiry

Goal is to measure the job not the individual doing it. Issues to be concerned about:

Reliability Measure of consistency of results among various

analysts, various methods, various sources of data, or over time

Validity Examines the convergence of results among sources

of data and methods Acceptability Usefulness

Practicality of information collected

Page 40: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Barriers of Validity

Sampling errors Incumbent bias Incomplete information Illogical question order and sequence Inadequate communication Misinterpretation of the questions Bias in recording information Faulty interpretation of results

Page 41: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Analysis Useful or Not

Work-related information is needed to determine pay, and differences in work determine pay differences – no satisfactory substitute

Real issue should be: “How much detail is needed to make these pay

decisions

Page 42: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Process

Page 43: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Evaluation

Formal process used to create a job-worth hierarchy within an organization

Two basic approaches Market Data Job Content

Nonquantitative methods Quantitative methods

Page 44: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Internal Job Evaluation

Develop internal standards of comparison and measure relative job values within the organization

Relative value of jobs internally is just as important as external competitiveness

Ties to organization’s compensation strategy Establishes wage structure Contributes to employees feeling of fair treatment

Page 45: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Internal Job Evaluation – Nonquantitative Methods

Ranking Paired Comparisons

Classification

Steps 1. Analyze and document job content

2. Identify job sets

3. Rank order jobs w/in sets

1. Analyze and document job content

2. Determine number of pairs (# of pairs * # of pairs - 1)/2

3. Compare each pair/select stronger job

4. Determine # times job selected

1. Analyze and document job content

2. Indentify benchmark job clusters

3. Develop preliminary definitions

4. Compare jobs to definitions

5. Assign rest of jobs to classification levels

Page 46: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Nonquantitative Methods

Ranking and Paired Comparison are easy to administer, inexpensive and require little training

Jobs are compared as a whole Problems occur when there are inconsistent

judgments across raters and documentation of differences are not recorded

Page 47: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Job Evaluation – Quantitative Methods

Use measures that lend themselves to precise definition and assessment, little room for variability of data

Important to balance complexity and flexibility against needs of organization

Select job factors that do not discriminate against specific class or group of employees

Page 48: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Steps in Quantitative Job Evaluation

Review job documentation Decide on compensable factors Get buy-in on factors Define the compensable factors Assign weights to each compensable factor and the

degrees within each factor (statistical analysis or management judgment)

Get buy-in on weights Determine structure

Page 49: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Compensable Factors

Compensable factors are the key to quantitative methods Criterion used to provide basis for judging job value in

order to create job-worth hierarchy The elements used to measure a job’s worth Intrinsic elements in jobs that add value to the

organization and for which the organization wants to pay it’s employees

Page 50: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Equal Pay Act 1963

Established generic factors as key criteria for determining whether jobs are substantially equal Skill Effort Responsibility Working conditions

Page 51: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Skill Factor

Experience – performance of job Knowledge – education or minimum knowledge

needed to perform job Manual dexterity – specific movements Analytical abilities – analyze, decipher or explore

other possibilities Creativity Communications – Verbal or Written Complexity of job –overall use of specific skills to

perform the job

Page 52: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Effort

Physical Demands of the Job – how much exertion is needed for the job (running, lifting, etc.)

Mental exertion – relates to amount of mental effort could contain both decision making and concentration

Page 53: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Responsibility

Supervisory Duties – number of direct reports Budget – amount of dollars under control of the

employee Decision Making - impact of the decisions made to

the organization Accountability – amount of liability employee has for

decisions made Impact job has on Organization – how important is

the position to the organization

Page 54: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Working conditions

Hazardous Environment – exposure to potentially hazardous conditions

Temperature Odors Loud Noises Or lack of hazards – i.e. office environments

Page 55: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Organizational strategy is key to selecting appropriate compensable factors

Job analysis can help in deciding compensable factors Determines what factors important for each work

group Include enough factors to establish a value

difference, too few factors difficult to gauge different value of job, too many administratively burdensome

Review selection of factors with upper management

Page 56: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Example of Skill Factor Levels

Skill factor – Experience

Description – This factor measures the time normally required on related work and on-the-job training for the job being evaluated for an individual to attain satisfactory performance standards under normal supervision.

1st degree – less than 3 months

2nd degree – 3 months up to and including 12 months

3rd degree – more than 1 yest, up to and including 3 years

4th degree – more than 3 years, up to and including 5 years

5th degree – more than 5 years

Handbook Compensation and Benefits

Page 57: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Call Center Environment Example

Factors Verbal Communication Hazardous Work Environment Written Communication Prior Work Experience Product Knowledge Analytical Ability Physical Demand

Page 58: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Call Center Environment Example

Factors Rank Verbal Communication 1 Hazardous Work Environment 6 Written Communication 2 Prior Work Experience 3 Product Knowledge 4 Analytical Ability 5 Physical Demand 7

Page 59: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Call Center Environment Example

Factors Weights Verbal Communication 30% Written Communication 20% Prior Work Experience 15% Product Knowledge 15% Analytical Ability 10% Hazardous Work Environment 5% Physical Demand 5%

Page 60: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Point-Factor

Factor comparison is most widely used form of internal job evaluation

Point–Factor method is most common form of factor comparison

Point-Factor assigns point totals to each compensable factor

Hay Point Factor

Page 61: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Hay Point Factor

Know-how Technical Managerial Human relations

Problem Solving Thinking environment Thinking challenge

Accountability Freedom to act Magnitude Impact

Page 62: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Example of Compensable Factor WeightingFactor Max Points % of Possible Points

Skill (62.6%)

knowledge 120 14.6%

work experience 135 16.4%

analytical skill 110 13.3%

independent judgment 150 18.3%

Effort (9.4%)

mental/visual strain 77 9.4%

Responsibility (21.9%)

contact 75 9.1%

supervision 105 12.8%

Working Conditions (6.1%)

physical environment 50 6.1%

Page 63: Job Analysis/Job Evaluation MANA 5322 Dr. Jeanne Michalski Michalski@uta.edu

Point-Factor Plans

Job content descriptions compared to the definitions of the degree levels and corresponding points assigned to level are awarded to the job

Points for all factors are summed to determine total job score

Total job scores used to create a job-worth hierarchy

Can purchase off-the-shelf version or custom design