CLERICAL & TECHNICAL JOB AUDIT FORM

The information you provide in this questionnaire, together with information submitted by your supervisor and
gathered by Human Resources, will be used to classify your position.

Employee Instructions:

1. Use this form when applying for reclassification to a job title in Grades A-D. For reclassification to Grade E,
use the C&T Grade E Questionnaire at http://www.yale.edu/hronline/compclas/ccforms.html.
2. Classification is based on a comparison of your work to the Universitys generic job descriptions. Before
beginning, refer to the generic descriptions at http://www.yale.edu/hronline/compclas/ctgrid.htm.
3. Provide answers based on your current duties, not on past work you no longer perform or work you may
be assigned in the future.
4. Do not fill in any section labeled Supervisor use only. Human Resources will send a copy of your
submitted form to your supervisor so that he/she can complete the relevant sections.
5. If you have questions about this form or the classification process, please contact your Human Resources
Generalist or your Local 34 Steward.
6. After completing all fields except those labeled Supervisor use only, sign the form, then return it by:
Email: employee.services@yale.edu Fax: (203) 432-5153 Delivery: 221 Whitney Avenue

7. Human Resources will acknowledge receipt of your form, and provide a written decision typically within 90
days. You may be contacted by a Human Resources Representative for a classification interview.

Supervisor Instructions:

1. Complete all sections labeled Supervisors use only, then sign the form.
2. Return it within 14 calendar days by email, fax or delivery (see #6 above).

UNITEHERE! Local 34
 Clerical & Technical Job Audit Form
Name: Date:
Email: Department:

Phone Number: Supervisor:

Job Title: Supervisors Email:

Basic Job Summary

In no more than three sentences, describe the purpose of your position.

Changes in Job Content

My job has not changed but I think another job title represents the work that I do.
My job has changed. Below is a list of my new responsibilities, including when and why the changes occurred.

New Responsibilities When and why did this change occur?

What existing generic job title do you think best describes your job and why?

Primary Duties

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List only your primary job duties. List them in order of importance beginning with your most significant activity
or responsibility. Indicate how often you perform each one.

Frequency
Duties (in order of importance)
ex. 3 times per week
times per

week month year

times per

week month year

times per

week month year

times per

week month year

times per

week month year

times per

week month year

times per

week month year

times per

week month year

Describe, in detail, your most complicated job duty or duties (consider including: steps and processes
involved, coordination required with others, what makes it so complex, etc.)

Supervisor use only: Please indicate your level of agreement with the employees Duties entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

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Work-related Knowledge
List the types of work-related knowledge required to do your job. Provide two examples that illustrate how you
use each type of knowledge in your job. Different types of work-related knowledge may include academic or
scientific knowledge; craft or trade; accounting, financial or business knowledge (such as purchasing); University
policies and procedures; information technology (IT).

Work-related Knowledge Examples

Supervisor use only: Please indicate your level of agreement with the employees Knowledge entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

Work-related Skills
List the work-related skills required to do your job. Provide two examples that show how you use each skill in
your job. Different types of work-related skills may include laboratory or scientific procedures; data analysis;
library research and reference work; reading, interpreting and applying written material; writing and editing;
operating machinery/equipment; scheduling.

Work-related Skill Examples

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Work-related Skill (cont.) Examples (cont.)

Computer Skills
Does your job require you to use a computer?

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 No. Skip to the Communication section on the next page.
Yes. In the table below: 1) Indicate your level of proficiency for each type of computer software/system you
use in your job, and 2) Provide one or more examples of tasks that illustrate your level of proficiency.

Level of Proficiency (select one level for each type)

Basic
(Transcribe notes, enter or
update data, perform basic
pre-figured calculations or
Type of design. Content is important,
Software or System but formatting is not
especially complicated.
Someone else has created
template, database,
document, or spreadsheet.)
Intermediate Expert
(Update, edit or change the (Develop new templates, lay-
format and structure of outs, or spreadsheets/databases
existing documents or web where style and formatting is
sites that contain multiple important. Regularly use com-
styles, designs, or more plex formulas, design packages,
complex calculations. or highly specialized research
Perform queries and list tools. Design websites. May
generation.) provide technical support to
program, customize, or recon-
figure software or applications.)

Word Processing
(Word, Word Perfect, etc.) Examples:

Spreadsheet
(Excel, etc.) Examples:

Presentation or Design
(Page Maker, PowerPoint, Examples:
etc.)

Database
(Access, File Maker, etc.) Examples:

Yale Specific Applications

(Oracle, IDX, Banner, Examples:
Voyager, etc.)

Statistical
(SPSS, SAS, etc.) Examples:

Web-based Languages/ Ap-

plications (Dream Weaver, Examples:
Java Script, HTML, etc.)
Basic Intermediate Expert
Illustration, Image, or Photo
Editing (lllustrator, Examples:
Photoshop, etc.)

Research Tools
(Lexis/Nexis, MedLine, etc.) Examples:

Other: Examples:
Supervisor use only: Please indicate your level of agreement with the employees Skills entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

Communication
Involvement with Others
Does your job involve working with or helping people other than your co-workers or supervisor, such as students,
representatives of other University departments or other institutions, patients or customers? If so, please list
your contacts and briefly describe the purpose for these contacts.

Communications with Others

Give at least two examples of the kinds of information you either offer or obtain, or the assistance you provide to
others. Is this information and assistance basic, specialized or complex in nature?

Supervisor use only: Please indicate your level of agreement with the employees Communication entries
above.
Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

Supervision
Check the one answer in each column that best characterizes your job. If two answers in a column seem partly
correct, choose the one that is more often true.

Level of Supervision Planning and Prioritizing Instruction

My work is closely My supervisor plans, assigns, My supervisor provides
monitored several times and schedules my work, and instruction in all new situations,
per day by my supervisor defines its objectives methods and procedures
My work is closely My supervisor and I plan, My supervisor provides
reviewed by my assign, and schedule my work instruction only in situations,
supervisor at least daily jointly methods, and procedures that
are significantly different from
already existing tasks and duties
My work is subject to I plan and schedule my work My supervisor provides
general review on an and/or the work of others instruction only in very rare
occasional basis instances
My work may or may not My supervisor does not provide
be reviewed instruction
Supervisor use only: Please indicate your level of agreement with the employees Supervision entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.
Have One or
More Changes

Judgment and Impact

Independent Judgment
I exercise little independent judgment or initiative

I occasionally exercise independent judgment or initiative

I regularly exercise independent judgment or initiative

Check the one answer that best characterizes your job. If two answers seem partly correct, choose the one that
is more often true.

Provide two examples of independent judgment that illustrate the choice you selected above.

Problem Solving
Provide examples of the kinds of problems you must recognize and solve, and examples of the kinds of problems
you need to discuss with your supervisor.

Consequence of Error
Provide examples of the kinds of consequences that errors in your work might have, who they would affect and
what would need to be done to correct them.

Supervisor use only: Please indicate your level of agreement with the employees Judgment entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

Leadership Responsibility
Work Guidance, Instruction, and Orientation
What type of instruction or orientation do you give to others as part of your job? Who do you instruct or orient
and how often?

Coordinating, Organizing, Distributing or Monitoring Work

If relevant, please describe the kind of work you coordinate, organize, distribute and/or monitor, who you do this
for (e.g. students, staff), and how often you do it.

Supervisor use only: Please indicate your level of agreement with the employees Leadership entries above.

Agree If you have changes, enter them here. Do not edit the employees answer.

Have One or
More Changes

Additional Information (Optional) Provide additional information about your job not addressed in this form.

Supervisor use only (Optional): Please provide any additional information that you feel is relevant to this audit.

_______________________________________________ ______________________________
Supervisor Signature Date
(To be signed when supervisor completes his/her sections)
_______________________________________________ ______________________________