Presidio Trust: Job Analysis Questionnaire · Presidio Trust: Job Analysis Questionnaire The Position Welcome to the Job Analysis Questionnaire! Thank you in advance for helping us

Presidio Trust: Job Analysis Questionnaire

The Position

Welcome to the Job Analysis Questionnaire! Thank you in advance for helping us gaingreater clarity regarding the purpose and duties related to your position with the PresidioTrust.

This questionnaire will take about 30 - 45 minutes to complete, and if you need to stop in themiddle of the survey, you can click the "Save and continue later" bar at the top of the screen tosave your work. This option will appear starting on the second page of the questionnaire.Please focus on your regular and recurring job duties, not on temporary or one-time projectsyou may be working on, or future intended work you may be aware of that you may beassigned. Think of the regular work you've been doing in the past year as you complete thequestions.

For the 6 employees moving to brand new jobs altogether, you will be contacted shortly bythe ESS office with further instructions on how to complete the questionnaire for your newposition.

We highly recommend you review the questions in advance of completing the questionnaireon the Resource Page. We ask that you complete the questionnaire no later than Friday,October 12th, at 5:00 pm Pacific Time.

Beginning the week of October 15th, we will be sharing the responses with your directsupervisor to review and comment. For employees who recently changed supervisors as partof the re-organization, we will be sharing your response with your previous supervisor.

After we have completed the supervisors' review, Trüpp may contact either or both theemployee or the supervisor to ask clarifying questions, if needed. If you have any questions orrun into any issues with the questionnaire, please see the Resource Page or contact MeaganPhillips by e-mail at [email protected] or by phone at 503-828-0255 ext. 113.

https://www.trupphr.com/webinar-resources-presidio-trust-job-descriptions

https://www.trupphr.com/webinar-resources-presidio-trust-job-descriptions

This questionnaire is for the following Presidio Trust employee:

Employee's Information:

Name:Email:

Current Job Information:

Current Title: Current Supervisor: Current Supervisor's Title:

New Job Information, if changed:

New Title:New Supervisor:New Supervisor's Title:

Does this job manage other employees (not including interns, volunteers, orcontractors)? *

Yes

No

1. In three to four bullets, please describe this job's primary purpose orcontribution to the organization.For example:

Manage all aspects of the accounting team and its staff, andprovide strategic advice to Leadership regarding financial mattersContribute to the development and execution of the Presidio Trust'smarketing planPropagate and cultivate a wide variety of plants and perform a widevariety of gardening work

*

2. Please describe the most essential duties you perform in this job.

Essential/Primary Task #1 *

How frequently does this job perform this task? *

Daily Weekly Monthly Quarterly

Semi-annually (2x per year) Annually or less frequent

Other - Write In (Required)

Typical Duties

What does this position do?

Essential/Primary Task #2 *

How frequently does this job perform this task? *




Essential/Primary Task #3

How frequently does this job perform this task?












Semi-Annually (2x per year) Annually or less frequent


Do you need to provide additional essential/primary tasks?

Yes

No

3. Please describe the most essential duties you perform in this position.


























4. What types of decisions do you have the authority to make in this job?Having authority means being the decision maker or providingrecommendations that are largely followed or implemented. *

Follow established policies, technical manuals, procedures and practices.Make recommendations to work procedures, policies, and practices.

Regularly exercise independent judgment within accepted practices andtechniques, in accordance with established policies and procedures.Make recommendations that affect policies, procedures, practices, or worksequences.

Regularly exercise independent judgment. Make recommendations thatare generally followed that affect policies, procedures, practices, andquality of work.

Develop objectives and general policies and procedures within thegeneral scope of established operational goals and plans for a specificproject or functional area of responsibility.

Develop strategic direction, goals, plans, and policies for an area ofresponsibility. Set broad objectives and be accountable for overall resultsin respective area of responsibility.

5. When it comes to making decisions, which scenario is most applicable tothis job:

There are specific detailed guidelines or technical manuals covering allimportant aspects of an assignment and I work within the guidelines.

Procedures are established and specific guidelines or technical manualsare available; however some judgment is required to select the mostapplicable guidance and make minor deviations when needed. Situationsabove that level are referred to my supervisor.

Guidelines or technical manuals are available but not completelyapplicable. I use judgment to interpret and adapt to specific cases andrecommend changes.

Administrative general policies and precedents are applicable but arelimited on how to perform work. I use initiative and resourcefulness indeviating from traditional methods or researching trends to develop newmethods or techniques.

Guidelines are broad and require extensive interpretation (policystatements, basic legislation, etc.). I must use judgment in interpreting theintent of guidance that does exist and develop applications to my work. Iam seen in the organization as having technical expertise in thedevelopment and interpretation of guidelines.

6. When you make a decision in your job, who does it affect? (Check all thatapply)

My work.

The work of others in my work group.

The work of others in my department or division.

Others in work areas outside of my department or division.

The public, i.e, tenants, contractors, etc.

Is there anything you would like to share around making decisions in yourjob?

7. Who does a person in this job interact with on a regular or semi-regularbasis?

Personal contacts are with employees within my office, or work unit, orrelated work units.

Personal contacts are with employees in the Presidio Trust but outsidemy immediate work group. People contacted generally have differentfunctions and kinds of work, at varying levels.

Personal contacts are with individuals or groups from outside the PresidioTrust, not established on a routine basis, where the purpose and extent ofeach is different, and the role and authority of each party is developedduring the course of the contact.

Personal contacts are with high-ranking officials from outside the PresidioTrust in highly unstructured settings, and are characterized by problemssuch as relative inaccessibility, need for accompanying staff members,need for appointments to be made well in advance, each party is unclearof the role and authority of the other, and each contact may be conductedunder different ground rules.

8. When this job interacts with others, the purpose is to:

Obtain, clarify, or give facts or information regardless of the nature of thefacts (may range from easily understood to highly technical).

Plan, coordinate, or advise on work efforts, and resolve operationsproblems by influencing or motivating individuals or groups workingtoward mutual goals, who have cooperative attitudes.

Influence, motivate, interrogate, or control persons or groups.

Justify, defend, negotiate, or settle matters involving significant orcontroversial issues.

Is there anything you would like to share about who this job interacts withand how?

9. How would you describe the level of supervision over this job?

I operate entirely independently with the exception of confirming majordecisions

I follow standard processes and procedures without supervision, but Iconfirm significant changes to standard practices and major decisions inadvance

I follow standard processes and procedures without supervision, but Iconfirm any changes to standard practices in advance

I carry out work independently, but work and decisions are typicallyreviewed prior to final execution

Other - Write In:

Supervision

HasAuthority

Actively Participates

Does notParticipate

Assigning individual tasks.

Providing informal performance feedback anddirection on completing individual tasks.

Assigning, prioritizing, and directing work.

Providing formal feedback, includingdisciplinary action and performanceevaluations.

Conducting hiring activities, includinginterviewing candidates and making hiringdecisions.

Providing input on separations, promotions,and job transfers.

Focusing on employee development andgrowth.

Making compensation decisions orrecommendations.

10. For each statement below, please select the level of authority this jobhas?Having authority means being the decision maker or providingrecommendations that are largely followed or implemented.

Knowledge, Skill Profile, and Abilities

What knowledge, skills, and abilities does this job require?

11. How many employees does this job typically supervise?

Full-time

Part-time

Direct Reports: (employees who formally report to you)

Full-time

Part-time

Indirect Reports: (employees who report to your direct reports and their subordinates)

12. What kind of knowledge or skills do you need to perform your job?

13. What practices, rules, policies, theories, principles or concepts does aperson in this job need to know?For example, a Finance position would likely need knowledge of budgetingprinciples and applicable Federal, state, and local laws, codes, andregulations. A trades position would likely need knowledge of trade specificoperations and the degree of manual dexterity or precision required.

14. How do you apply the knowledge, principles, or concepts that you use inthis job?

Comments

15. Which of the following best describes the level of comprehensionrequired for this job? (check all that apply)

Ability to comprehend and apply a common sense understanding tocarryout simple written or oral instructions.

Ability to comprehend and apply a common sense understanding ofdetailed work instructions and factual information provided in oral, written,diagram form, or blueprint form.

Ability to read, analyze, and interpret basic financial reports andstatements

Ability to read, analyze, and interpret complex financial reports andstatements

Ability to read, analyze, and interpret basic legal and broad policydocuments.

Ability to read, analyze, and interpret complex legal and broad policydocuments.

Ability to read, analyze, and interpret technical procedures or instructions,including in mathematical or diagram form.

Ability to read and write, to interpret blueprints, work instructions, andother technical guides of varying degrees of complexity.

Ability to use or operate tools, equipment, or machines of varyingdifficulty.

Comments

Are there particular types of documents that a person in this job must be ableto read and comprehend (e.g., payroll reports, government regulations,blueprints, etc.)?

16. To what extent are the following attributes necessary for success in thisjob? (check all that apply)

Manage a high volume of tasks at one time, including organizing andprioritizing workload

Demonstrate flexibility and adaptability in a fast-paced environment.

Make sound and timely informed decisions in complex situations.

Work independently with minimum direction.

Work as part of a team

Demonstrate a high attention to detail

Demonstrate initiative, including pro-actively identifying and addressingissues and making recommendations

Mental application required (e.g., in planning and laying out work, inmaintaining alertness and concentrated attention, or because of thenature of muscular and visual coordination needed).

Mental abilities needed, such as memory, judgment, and ingenuity.

Basic WorkingKnowledge

Advanced WorkingKnowledge

Expert WorkingKnowledge None

Word

PowerPoint

Outlook

Excel

Basic WorkingKnowledge

Advanced WorkingKnowledge

Expert WorkingKnowledge

Enter another option










17. To what extent does this job require the use of any of the followingsoftware?

What other technologies or software programs must a person in this jobknow? Please list them below and indicate the level of proficiency required.

Are there particular functions or modules within the technology or softwareprogram(s) that are essential to know?For example:

Pivot tables in Excel

Mail merging in Outlook and Word

18. What additional skills, knowledge, or abilities are essential to beingsuccessful in this job?

19. What is the minimum level of education required to successfully performthis job? *

None

High School Diploma or General Equivalency Diploma (GED)

One year certificate from college or technical school

Associate’s degree or equivalent from college or technical school

Bachelor’s degree (B.A./B.S.) or equivalent from college or university

Master’s degree (M.A./M.S.) or equivalent from college or university

Doctoral degree (Ph.D.) or equivalent from college or university

Juris Doctorate (J.D.) from college or university

Is there a particular field(s) of study relevant to this job?

20. At a minimum, how many years of experience doing similar or relatedwork is necessary to do this job effectively? *

About 1 year of experience

2 to 3 years of experience



9 or more years of experience

Other - Write In:

Education, Experience, Certifications, and/or Licenses

What are the specific types of experience that would help a person in this jobto be successful?

21. How many years of experience managing people is necessary to performthis job well?

None

1 year

2 years

3 years

Other - Write In:

22. Does this job require the ability to communicate in a language other thanEnglish?

Yes

No

23. What language(s) does this job need to communicate in?

24. Are there any special certifications, licenses, or accreditation that arerequired for the job?

No licenses, certifications, or accreditation required for this job

Yes, licenses, certifications, or accreditation are required, and they are:

25. Does your job require any additional training or specific experience toperform the essential functions?

No

Yes - Please provide detail:

Never(0%)

Rarely(Up to15%)

Occasionally(16%-40%)

Frequently(41%-70%)

Regularly(Over70%)

Sitting for extended periodsof time (stationary position)

Standing for extendedperiods of time (stationaryposition)

Walking for extendedperiods of time

Stooping or kneeling

Crouching or crawling

Climbing (stairs/ladders)

Balancing(ascend/descend, workatop, traverse)

Reaching (extending handsand arms)

Using hands/fingers tohandle or feel

Talking (expressing ideasby means of verballyconversing with others toexchange information)

Hearing

Tasting/smelling (detecting,distinguishing, determining)

Comments

26. How much on-the-job time is spent in the following physical activities?

Never(0%)

Rarely(Up to15%)


Frequently(41%-70%)

Regularly(Over70%)

Outside environmentconditions

Wet or humid conditions(non-weather)

Exposure to extreme cold(non-weather)

Exposure to extreme heat(non-weather)

Exposure to atmosphericconditions (fumes, odors,dusts, mists, gases or poorventilation)

Exposure to oils(mechanical or food)

Hazardous traffic conditions

Confined spaces (crawlspaces, shafts)

Function in narrow aisles orpassageways

Required to wear arespirator

Risk of burns

Risk of mechanical hazards(moving vehicles ormechanical parts)

Working in high, dangerousplaces

Vibration

Risk of electrical shock

Exposure to potentiallyhazardous bodily fluids

Exposure to potentiallyhazardous or cancer-causing agents or

27. Does this job require exposure to any of the following environmentalconditions?

chemicals

Comments

Never(0%)

Rarely(Up to15%)


Frequently(41%-70%)

Regularly(Over70%)

Feeling: Perceivingattributes of objects such assize, shape, temperature ortexture

Grasping: Applyingpressure to an object withfingers and palm

Dexterity: Picking, pinching,typing, or otherwiseworking, primarily, withfingers rather than withwhole hand or arm as inhandling

Repetitive Motion: Makingsubstantial movements(motions) of the wrists,hands, and/or fingers

Reaching: Extendinghand(s) and arm(s) in anydirection

Comments

28. How much on-the-job time is spent in the following physical activitiesrelated to using your hands and fingers?

Which types of sounds does a person in this job need to be able to hear?

High pitched sounds

Soft or muddled sounds

Distant sounds

Specific sounds amidst competing sounds or background noise

Other - Write In:

*

29. Identify which visual activities are required during a typical workday in thisjob to accomplish the essential functions: (check all that apply)

Clarity of vision at 20 feet or more

Clarity of vision at 20 inches or less

Three-dimensional vision--ability to judge distance and spacerelationships

Precise hand-eye coordination

Ability to identify and distinguish colors

30. How much noise is experienced daily in the work environment for thisjob?

Very quiet (i.e., library environment with minimal talking)

Quiet (i.e., working around periodic office sounds, such as photocopiers,printers)

Moderate noise (i.e., working around others making periodic phone callsor having conversations)

Loud noise (i.e., a call center environment with a high volume ofemployees making phone calls) - Please describe:

Very loud noise (i.e., requires shouting to be heard) - Please describe:

31. What is the appropriate level of physical work required for this job?

Sedentary Work: Exert up to 20 pounds of force occasionally and/or up to10 pounds of force frequently, to lift, carry, push, pull or otherwise moveobjects.

Light Work: Exert up to 20 pounds of force frequently, and/or a negligibleamount of force constantly to move objects.

Medium Work: Exerting up to 50 pounds of force occasionally, and/or up to20 pounds of force frequently, and/or up to 10 pounds of force constantly tomove objects.

Heavy Work: Exerting more than 50 pounds of force occasionally

None of the Above - Please Describe:

Working Conditions

Yes No

Motor Vehicle/Automobile

Power Tools

Heavy Duty Equipment (e.g.,forklift)

32. What is the appropriate level of physical work required for this job?

Heavy Work: Exerting up to 100 pounds of force occasionally, and/or up to50 pounds of force frequently, and/or up to 20 pounds of force constantly tomove objects.

Very Heavy Work: Exerting in excess of 100 pounds of force occasionally,and/or in excess of 50 pounds of force constantly to move objects.

None of the Above - Please Describe:

33. Does this job require the ability to operate any of the following? (select allthat apply)

Does this job require using a personal vehicle for work?

Yes

No

What kinds of tools or equipment does this job use?

34. What else should we know about the Physical Activities required for thisjob?

35. Does this job require travel?

Yes - Requires local travel

Yes - Requires regional/national travel

Yes - Requires local and regional/national travel

No - Doesn't require any travel

36. How often is someone in this job required to travel locally?

Consistently: more than once a month on average

Frequently: once a month on average

Periodically: 5 to 10 times a year on average

Occasionally: 1 to 4 times a year on average

Rarely/Never: less than once a year

37. How often is someone in this job required to travelregionally/nationally?






38. Does this job require working outside normal business hours?

Yes - Requires working evenings

Yes - Requires working weekends

Yes - Requires working evenings and weekends

Not generally

39. How often does someone in this job need to work evenings?






You only have 1 question left in the Job Analysis Questionnaire! Is there anything else weshould know about your job that you haven't shared already? If so, please share in the fieldbelow.

Thank You!

Thank you for taking the time to provide essential information about your job. This informationyou provided is critical to ensuring your job description is accurate, and that you are beingfairly compensated for the work you do.

40. How often does someone in this job need to work weekends?






41. Final Comments:

Documents

Presidio Trust: Job Analysis Questionnaire · Presidio Trust: Job Analysis Questionnaire The Position Welcome to the Job Analysis Questionnaire! Thank you in advance for helping us