EMPLOYEE COMPETENCY ASSESSMENT

Reason for Competency Assessment:

New Hire Career Progression-Comp/Skill

x Grade to Band Transfer Career Progression-Comp Level Change
Horizontal Transfer Career Progression-Labor Market
Promotion Salary Adjustment Retention
Reassignment Reallocation to Different Banded Class
Other: (Identify type)

 Complete all sections of this form within 90 days of new hire or upon the effective date of any of the above changes.
 Review the assessment with the employee, send the original to HR, and maintain a copy of the form in your department’s personnel
files.

DEPARTMENT DATA
Employee Name: Jane Doe
Last Competency Today’s Competency Assessment
Assessment Date: n/a Date: September 17, 2008
Department Name: Your department Dept #: 2101
Banded Class Title: Admininistrative Support Associate Position #: 15101
Overall Position Competency Date of Last Position Competency June 1, 2008 (Grade to
Level: Journey Determination: Band Transfer)
FUNCTIONAL COMPETENCY ASSESSMENT OF EMPLOYEE
DEMONSTRATED EMPLOYEE COMPETENCIES
POSITION REQUIREMENTS
Identify duties performed that illustrate the competencies required
(from current Position Description and Competency Profiles)
of the position.
Levels C=Contributing J=Journey A=Advanced Levels C=Contributing J=Journey A=Advanced
COMPETENCY & DESCRIPTION
(FROM THE COMPETENCY (Optional EXAMPLES OF FUNCTIONS FROM THE
PROFILE FOR THE BANDED CJA ) JOB DESCRIPTION THAT DEMONSTRATE
# CLASS) LEVEL WT% C J A THIS COMPETENCY AND LEVEL
Verbal/Interpersonal Skills -
Responds to questions/issues that
deviate from standard operating
procedures by determining and
consulting appropriate resources
Jane responds to questions/issues that
such as policies, manuals or other
deviate from standard operating procedures
staff. Responds to requests for
1. J 25 X by determining and consulting appropriate
program and procedural
resources such as policies, manuals or other
information. Contacts service
staff.
recipients, vendors, or clients to
provide or obtain information.
Schedules and coordinates
appointments, meetings and
events.
Written Communication -
Independently composes letters,
memos and reports requiring
research and presents data
accurately to support Jane effectively composes detailed and
findings. Responds to inquiries comprehensive letters, memos, and emails to
which coworkers, campuses and other third parties
2. A 20 X
require written explanation or from the director. In very few instances, does
interpretation of established the director need to edit any written work of
policies, Jane’s prior to the release of the document.
procedures and programs. Reviews
sensitive materials and edits
content
constructively.
3. Office Technology - Selects, J 10 X Jane has become quite proficient in using the
understands and fully applies office equipment and computer software
features of a variety of software programs needed to keep our office running.
programs, machines or office Jane has become such a pro in this arena that
equipment that will produce the she has become our department’s own “Help
desired results. Desk”. She has also turned her knowledge
into a great tool, for instance she used her
newly acquired Access skills by turning a once
hard to manage Excel spreadsheet into a
 EMPLOYEE COMPETENCY ASSESSMENT
streamlined database.
Jane exhibits extraordinary multitasking skills.
Work Coordination - Plans and
She continuously supports the department
facilitates the support activities
head and assistant department head in an
of an office or work unit;
4. A 12 X administrative capacity on a daily basis
coordinates with others to complete
without falter and has shown her ability to take
tasks. May serve as an office
on special projects on a regular basis without
coordinator for a work unit.
hesitation or trouble.
Problem Solving - Assesses and
Jane answers questions and communicates to
may resolve unprecedented
director those questions which she is unable
problems that require research and
to answer. She uses good judgment in
5. review of policy and procedures. J 5 X
knowing when to access resources for help or
Applies judgment for problem
when to pass on a question or concern to the
resolutions based on delegated
director or assistant director.
authority from supervisor.
Program Knowledge -
Understands programs and Jane understands the nuances of the program
services to apply this knowledge in being offered by our work unit and staff within.
problem-solving and responding to Jane continually provides coworkers,
6. most questions and J 15 X students, and campuses with correct and
inquiries. Uses program knowledge consistent information about our program and
to works well with other campus programs in
interface with other offices and coordinating events/programs.
organizations.
Information/Records
Administration - Records, Jane compiles reports from the ITS system for
compiles and summarizes data the director and assistant director as well as
7. using established format. Compiles J 8 X creates tools herself to better organize
and organizes information from department information to create a more
different sources to develop reports efficient office setting.
and data.
Jane is just beginning to learn the University
Budgeting - Monitors and
FRS system. She is in the beginning stages
reconciles departmental or program
8. J 5 X of creating her own system to most efficiently
budget and tracks travel and office
keep up with the department travel expenses
expenditures.
and other department expenditures.
OVERALL COMPETENCY LEVEL J 100% OVERALL COMPETENCY LEVEL= J

ADDITIONAL COMMENTS & OBSERVATIONS

SIGNATURES

Employee Signature Supervisor Signature Department Head Signature

Employee Name (Print) Supervisor Name (Print) Department Head Name (Print)

Date Date Date