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Instructor Manual - Writing Work Descriptions
INTRODUCTORY SESSIONINSTRUCTOR’S NOTES1. WELCOME 2. GENERAL REMARKS The instructor introduces himself or herself, speaks about his or her experience and explains the role he or she will be playing throughout the learning event. The instructor also provides information on
Learning events are short, specific activities that support continuous learning within the organization and classification community. They complement the courses for organization and classification advisors offered by the Canada School of Public Service under the interim training program and cover subjects related to the development of competencies identified in the Training/Learning Competency Profile for Organization and Classification Advisers (see http://publiservice.hrma-agrh.gc.ca/Classification/CommDev/TLCP/TLCP_E.asp). They are organized by the Community Development Team and delivered by the PSHRMAC. 3. COURSE OUTLINE The instructor hands out the lesson plan and describes the topic of each session. The instructor explains how the day will unfold, indicating the proportion of theory to practical exercises. (T-2) 4. COURSE OBJECTIVES The instructor sets out the general objective (T-3)and tell the participants that the specific objectives of the learning event will be covered for each session.
SESSION 1 PLAN
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Session no.: 1 | Title: Standard template for work descriptions |
Learning objective: | Performance: To describe a standard template for work descriptions consistent with the Guidelines on Work Description Writing |
Duration: 30 minutes |
Essential points | Training aid or method | Time in minutes |
Fundamentals of the template
Procedure Template
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Presentation (Transparencies 4-5) Transparency 6
(Transparencies 7-8-9-10-11-12-13-14 and 15) |
30 minutes |
The instructor show the specific learning objective for session 1 (Transparency 4)
ESSENTIAL POINT 1: FOUNDATIONS OF THE TEMPLATE
Show Transparency 5 – first bullet- Foundations of the template
The instructor explains the legal foundations of the work description template using the following information:
Legislation
According to subsection 11(2) of the Canadian Human Rights Act:
In assessing the value of work performed by employees employed in the same establishment, the criterion to be applied is the composite of the skill, effort and responsibility required in the performance of the work and the conditions under which the work is performed.
Thus, the value of a position must be established in relation to skill, effort, responsibility and working conditions, and the Guidelines on Work Description Writing therefore require that the work be described according to those four criteria.
The Equal Wages Guidelines, 1986 set out the mechanics of section 11 of the Canadian Human Rights Act. In particular, they define the elements of each of the four criteria.
In order to gauge the relative value of a position according to the four criteria, each element of each criterion must be associated with a certain number of factors, each factor measuring an aspect of that element of the work.
ESSENTIAL POINT 2: PROCEDURE FOR WRITING A WORK DESCRIPTION
Show transparency 5- second bullet-Procedure for writing a work description
The instructor explains the procedure for writing a work description consistent with the Guidelines on Work Description Writing. The procedure is described below.
Before taking pen to paper or making the first keystroke the person writing the Work Description must “develop a sufficient understanding of the work through the analysis of mandate, organization structure, accountabilities of related positions and the specific work assigned to the position.” (Example: As you coach someone to prepare a WD you could ask them what would happen if the position did not exist, what would not get done, or which positions in the organisation would take on additional responsibilities. Also examine the position in the sense of own or shared accountabilities).
Procedure for writing a work description consistent with the Guidelines on Work Description Writing
The instructor presents the slides on the four criteria and examples of factors drawn from the Canadian Human Rights Commission publication Guide to Pay Equity and Job Evaluation, Vol. 1 (A Summary of Experience and Lessons Learned) and Vol. 2 (The Making of a System). The instructor points out these are offered only as examples.
ESSENTIAL POINT 3: TEMPLATE
Show transparency 6 – third bullet - Template
The instructor presents the outline of a work description template consistent with the Guidelines on Work Description Writing (see below).
The instructor points out that the elements, like the factors with which they are associated, do not appear in the outline.
A) TEMPLATE OUTLINE
Identifying information
Client-service results
Key activities
Criteria
Additional information
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B) DESCRIPTION OF THE VARIOUS PARTS OF THE TEMPLATE OUTLINE
Using the information below, the instructor describes each part of the work description template outline.
a) Identifying information
At the very least, every work description should include the following identifying information:
b) Client-service results
The work description begins with the client service results. This first part describes the products or services or a combination of the two that the position provides or delivers and identifies the target clientele.
It is the results of the activities that make up the work that are described here, not the activities themselves, which are dealt with in the second part of the work description.
Formulating the results sets the tone for the rest of the work description and helps the reader determine the primary purpose of the work.
c) Key activities
The key activities are the activities that the incumbent must perform in order to deliver the client service results. They are also important for determining the primary purpose of the work and for providing a basis for understanding the work for occupational group and subgroup allocation and evaluation purposes.
While there is no fixed number of key activities that should be covered in a work description, five to seven key activities are usually sufficient to capture the primary responsibilities of most jobs.
Percentage of time should not be a part of the work description and is not a reliable indicator of the primary purpose of the work. For example, airline pilots could easily go through their whole career without ever having to execute a belly landing but must still be able to do so, lest the need arise. Similarly, flight attendants must be familiar with the emergency procedures.
Note: The description of each of the four criteria (skill, effort, responsibility, working conditions) must relate directly to the key activities.
d) Criteria
According to subsection 11(2) of the Canadian Human Rights Act, the value of work should be assessed according to the following four criteria: skill, effort, responsibility and working conditions.
The instructor shows transparencies (7-8-9-10-11-12-13-14 and 15) on the four criteria and give some examples of factors according to the Guide to Pay Equity and Job Evaluation form the Canadian Human Rights Commission.
Show transparency 7 and 8
Skill - intellectual and physical qualifications acquired by experience, training, education or natural ability. The methods by which employees acquire those qualifications shall not be considered in assessing the skill of different employees.
Show transparency 9and 10
Effort - intellectual and physical effort required in the performance of work
Show transparency 11,12 and 13
Responsibility - the extent of the employee’s responsibility for technical, financial and human resources
Show transparency 14 and 15
Working conditions - the physical and psychological work environments, including noise, temperature, isolation, physical danger, health hazards and stress. The requirement to work overtime or to work shifts is not to be considered in assessing working conditions where a wage, in excess of the basic wage, is paid for that overtime or shift work.
e) Additional information
The work description must also include any additional information that is not described by one of the four criteria or one of the key activities but that is required by a classification standard to evaluate specific factors.
The Resources Susceptible to Influence - Worksheet in the classification standard for the Financial Management Group is an example of additional information that must be included in a work description for a position classified in this group.
Session no.: 2 | Title: Organizing a work description |
Learning objective: | Performance: Establish the logical thread connecting the client service results, the key activities, the content of each criterion, the elements and the evaluation method prescribed by the classification standard that will be used to evaluate the work description produced. |
Duration: 1 hour |
Essential points | Training aid or method | Time in minutes |
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Presentation (Transparencies 17-18-19-20-21)
Exercise 1
Exercise 2 |
15 minutes
45 minutes |
The instructor show the specific learning objective for session 2 (Transparency 16)
ESSENTIAL POINT 1: Show Transparency 17 LOGICAL THREAD CONNECTING THE CLIENT SERVICE RESULTS, THE KEY ACTIVITIES AND THE FOUR CRITERIA
Show transparency 18 – diagram
The instructor explains the diagram below, which illustrates the logical thread connecting the client service results, the key activities and the four criteria.
The instructor brings the following points to the participants’ attention:
Client-service results | |||
Key activities | |||
Skill | Effort | Responsability | Working conditions |
Note: Show transparency 19—although not shown in the diagram Additional Information does form part of the template. It is here you add the information that cannot be covered under any of the 4 criteria and that is required by the standard for classification purposes.
ESSENTIAL POINT 2: Show transparency 20 LOGICAL THREAD CONNECTING A CRITERION, ITS ELEMENTS AND THE FACTORS USED TO MEASURE THOSE ELEMENTS
The instructor explains the table below, which illustrates the logical thread connecting a criterion (“skill” in this case), its elements and examples of factors used to measure it.
The instructor makes the link between the “skill” criterion, its elements and the Equal Wages Guidelines, 1986 and explains that it is the Guidelines that define the four criteria.
The instructor explains that
For example, the “sensory skills” factor is used to measure an aspect of the “physical qualifications” element, part of the “skill” criterion.
Show transparency 21
Criterion: Skill |
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Component A: Physical qualifications | Component B: Intellectual qualifications |
Examples of factors
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Examples of factors
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EXERCISES
The instructor then assigns the exercises below. Each exercise consists of
Exercise 1: Work description evaluated according to the AS standard, which prescribes evaluation by factor
The instructor gives the participants the following client service result:
Client-service results | Administrative services for branch staff |
The instructor next asks the participants to identify the key activities that must be performed in order to deliver these services, writing down the participants’ answers on a flip chart.
Below is an example of a list of key activities that must be performed in order to deliver these services.
Key activities |
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The instructor then asks the participants to specify, with respect to the “skill” criterion, the requirements of the work associated with the key activities identified. The instructor reminds the participants that they must match the description of the criterion to its elements and to the content and order of the factors prescribed by the appropriate classification standard, the AS classification standard in this case.
The instructor goes over the factors in the AS classification standard with the participants.
The instructor distribute the hand-outs on factors and skill criteria for exercise 1.
Factors
Definitions
“Experience” refers to the minimum length of time an employee requires, under optimum conditions, to acquire the administrative knowledge and skill needed to carry out the duties of the position.
“Education” refers to the level of academic or other formal training required to provide the basis for the development of the skill and knowledge needed in the position.
“Continuing study” refers to the requirement for maintaining a knowledge of trends and developments in one or more fields related to the duties of the position.
Definitions
“Decisions” refers to decisions to take particular courses of action within the authority delegated to the position, to recommendations to superiors and to line officers to follow particular courses of action, and to shared decisions and recommendations in which the incumbent is an effective participant.
“Scope for decision making” refers to the freedom to make decisions. It is measured in terms of the judgment, initiative and discretion required to identify and resolve problems, the availability of directions, and the difficulty of determining the implications of possible courses of action.
“Impact of decisions” refers to the importance of the decisions in terms of the resources committed or affected, the effect on the efficiency with which external programs are administered, and the significance of the precedents established.
“Established methods” is to be interpreted broadly to include the guidance provided by manuals and directives, and by precedents.
“Program” refers to the plans of action that are developed and implemented by the organization to achieve its objectives.
Definitions
“Colleagues” refers to employees in the federal public service who are engaged in similar fields of work and who have no authority to control or affect the extent and scope of the department’s programs.
“Associates” refers to persons with whom contacts are customarily established over long periods of time and in circumstances that develop an awareness of each other’s requirements.
“Officials” refers to administrators or other persons with some degree of executive authority who are not associates.
Definitions
“Level of employees supervised” refers to the highest level supervised.
“Numbers supervised” refers to the total number of employees for whom the incumbent of the position exercises supervisory responsibility directly or through subordinate supervisors.
The table below presents a sample description of the “skill” criterion:
Skill: work requirements related to key activities |
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The instructor explains to the participants that the “knowledge – education” factor in the AS standard refers to the level of academic or other formal training required to develop the skill and knowledge needed in the position. Therefore, the skill and knowledge required for the position must be described.
The factors in the AS classification standard used to described the “skill” criterion are listed in the table
below.
Factors from the standard used to describe skills | The skills are based on the following factors from the standard:
knowledge – “education” contacts – the nature of the contacts may serve as an indicator of the judgment required to perform the tasks |
Other factors used to describe the elements of the criterion:
Other factors used |
Abilities related to administrative services |
Exercise 2: Work description evaluated according to the IS standard, which prescribes evaluation by level descriptions
The instructor explains to the participants that this exercise covers a position description evaluated according to the IS standard, which uses a classification method based on level descriptions. Each of the six levels in the IS classification standard is described in terms of the main characteristics used to classify the positions at a particular level.
The main challenge in writing a work description evaluated in terms of a standard based on level descriptions lies in relating the description of each criterion to the main characteristics used to classify the positions at a particular level.
Here is one way to approach the task:
The instructor gives the participants the following client-service result:
Client-service results | Communication services for Branch X employees in region Y |
The instructor next asks the participants to identify the key activities that must be performed in order to deliver these services, writing down the participants’ answers on a flip chart.
Below is an example of a list of key activities that must be performed in order to deliver these services.
Key activities |
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The instructor then asks the participants to specify, with respect to the “effort” criterion, the requirements of the work associated with the key activities identified. The instructor reminds the participants that they must relate the description of the criterion to its elements and to the main characteristics used to classify positions at the level tentatively assigned and at levels above and below.
The instructor goes over the descriptions of levels 2, 3 and 4 of the IS classification standard and asks the participants to indicate the characteristics used to describe those levels that may be used to emphasize certain aspects of the “effort” criterion elements.
The instructor informs the participants that there are no such characteristics. Consequently, to describe this criterion, they will have to match the description of the various aspects of its elements to measurable factors that reflect the organizational context of the job.
The table below presents an example of a description of the “effort” criterion. The description of the intellectual effort and physical effort elements are compared with the following factors: concentration (visual); versatility required for the job (i.e. the need to switch between several roles in quick succession); constraints that must be considered (when the work entails being creative); physical effort; body posture at work.
Effort: work requirements related to the key activities | The work requires relatively sustained attention every day when concentrating to read and analyse what is said in the media. This task may take 30 minutes to 2 hours, as the case may be. |
The work entails providing services relating to several communications activities, for example, the production of press releases or the co ordination of media events. These activities are usually carried out one at a time. |
Session no.: 3 | Title: Describing the work |
Learning objective: | Performance: Prepare short, consistent, gender-neutral and easy-to-understand work descriptions, applying the standard template and logical thread referred to earlier |
Duration: 180 minutes (3 hours) |
Essential points | Training aid or method | Time in minutes |
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Presentation (Transparencies 22-23) Presentation and practical exercises Exercise |
15 minutes
60 minutes 1 hour 45 minutes |
The instructor show the specific learning objective for session 3 (Transparency 22)
ESSENTIAL POINT 1: THE VARIOUS USERS OF WORK DESCRIPTIONS
Show transparency 23
In this session, the participants will learn for whom work descriptions are written and how the documents are useful to each user.
Below is a list of individuals who use the information contained in a work description:
Work descriptions are tools for evaluating the work. It must be realized, however, that the information they contain is used for a number of purposes, hence the importance of presenting a clear description of the duties of the position.
Points to emphasize: Employees and their managers, and negotiators and grievance committees
Work descriptions must accurately portray the duties assigned and carried out, in order to avoid misunderstanding, abuse and false expectations.
It must be emphasized how important it is to have complete work descriptions that are written in clear, unambiguous language.
Staffing officers
Staffing officers use the information contained in work descriptions when filling vacant positions by selecting qualified candidates who are suited to the work.
The work description must therefore enable a staffing officer, who is not necessarily a specialist in the field concerned, to properly identify and understand exactly what the position requires of potential candidates in terms of knowledge, skill, effort, etc. Overly specialized jargon, generalizations and short forms understandable only by specialists must thus be avoided.
The work description must clearly describe the duties of the position so that the staffing officer can identify the skills required.
Evaluators and classification committees
The key activities and other important information on the work must be described in such a way that the position can be accurately allocated to an occupational group or subgroup.
The work description must also contain all the information that is necessary according to the relevant classification standard to determine the relative value of the work.
In particular, it is important to avoid, for example, pretentious language, exaggerated terms, generalizations that can also be applied to all sorts of positions in different groups and at different levels, and the use of unexplained, specialized jargon.
Senior management
Work descriptions should help managers perform most of the human resources management functions needed to attract, retain and motivate skilled workers, including recruitment, promotion, performance management, career management, learning, labour relations and human resources planning.
Work descriptions must not only indicate the complexity, responsibilities and requirements of the position, but also specify where it fits and its role in the organizational structure and its exact contribution to the organization as a whole.
Insurance companies
When an employee applies for a disability allowance, his or her department must send a copy of the work description to the insurance company so that it has all the information needed to assess the employee’s application.
Session no.: 3-2 | Title : Writing techniques |
Learning objective: | Performance: Apply the techniques of writing in a clear and simple style to the writing of work descriptions |
Duration: 1 hour |
Essential points | Training aid or method | Time in minutes |
|
Presentation (Transparency 24)
Team exercise |
20 minutes
40 minutes |
Show transparency 24 - A critical part of writing a clear, concise WD is the adoption of suitable writing techniques.
The instructor gives each participant a workbook, which presents different writing techniques and examples in addition to a series of writing exercises.
The techniques concerned are the following:
The instructor then divides the participants into teams of three. After explaining each of the techniques and illustrating them with a few examples, the instructor asks the teams to do the exercises and present their answers to the group.
Once all the techniques have been tried, the participants will do a wrap-up exercise to reinforce what has been learned. Once the exercise has been completed, the instructor gives the participants an answer booklet, to which they will be able to refer when they have to write work descriptions.
The workbook is a handout.
Session no.: 3-3 | Title: Writing the various parts of a work description |
Learning objective: | Performance: Apply the concepts presented during the preceding sessions |
Duration: 1 hour 45 minutes |
Essential points | Training aid or method | Time in minutes |
The various stages in writing a work description | (Transparency 25) Team exercise |
1 hour 45 minutes |
Show transparency 25
The instructor divides the participants into small teams of three to five. He or she hands out to each of the teams one of the two summaries of an interview with a manager prepared for the exercise. The instructor explains that each summary describes the requirements of a different position. The exercise entails writing a work description, step by step, on the basis of the summary received. Each part of the exercise involves writing part of the work description and a plenary discussion. The steps are as follows:
- describe the client-service results
- describe the key activities
- describe the work in relation to the four criteria identified in the Canadian Human Rights Act
Interview summary 1 (CS)
The Director General, Client Services, meets with a classification officer from your department to bring a staffing requirement to the officer’s attention. The DG needs to recruit someone able to look after the installation and maintenance of the computers, application software and operating systems of a local area network. As this network is connected to the wide area network (WAN) and is also remotely accessible, connectivity must be maintained. The incumbent would require the ability to resolve complex technical and administrative problems referred by junior staff, identify client training needs and develop and give courses.
The incumbent would also have to monitor network performance on the basis of various indicators and write reports in this regard, test new hardware and software and manage upgrades and software releases. Furthermore, the incumbent would be responsible for administering client accounts and leading work groups or special teams responsible for determining which upgrades are required and which new software should be provided. In general, the incumbent would have to provide all the technical services required for the effective operation of the network, computers, software and systems in the corporate offices of the Department.
Interview summary 2 (PM)
The director of a Human Resource Centre of Canada (HRCC) has requested an interview with a classification adviser from Human Resources Development Canada (HRDC). The director is considering creating a position whose duties would relate to HRDC programs and services and would target not only the Centre’s staff and management but also external sponsors and partners. In a nutshell, the incumbent would be required to provide not only program advice and monitoring services but also training.
For example, the incumbent would have to closely monitor the delivery of the HRCC’s programs and services and assess delivery practices in order to identify areas for improvement. This would entail submitting reports to management highlighting problems and recommending improvements. To this end, the incumbent would have to participate in forums on regional and national programs, where he or she would have an opportunity to present his or her point of view on enhancing the design and delivery of new programs. Similarly, should the incumbent observe deficiencies in the delivery of local projects or services, he or she would be responsible for ensuring that corrective action was taken by following up with program delivery staff.
In order to fulfil his or her responsibilities, the incumbent would also have to review policy, procedure and system changes that apply to local, regional and national services and then lead projects to implement these changes and provide the necessary technical training.
Session no.: 4 | Title: Main changes in work description writing |
Learning objective: | Performance: List the main changes made in work description writing by the Guidelines on Work Description Writing |
Duration: 1 hour |
Essential points | Training aid or method | Time in minutes |
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Presentation/discussion (Transparency 26)
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Show transparency 26
The instructor asks the participants to identify the main changes in the process of writing work descriptions and explain the objective of the new approach.
The instructor completes the list of changes that the participants identified using the information below, presented by category:
Change 1: Guidelines on Work Description Writing
Point to be covered
Objective
Change 2: Work description format
Points to be covered
Objective
Change 3: Preparing to write a work description
Points to be covered
Objective
GENERAL COMMENTS
Although time may vary based on the length of the course, it is nevertheless important to conduct a closing session as part of all learning events. This session enables the instructor to review the course content and to help participants link what they have learned to their respective job requirements.
Show transparency 27 – Web site address