Professional Documents
Culture Documents
How to Review and Critique
a Job Description
Merces Consulting Group, Inc.
Royal Oak, MI
October, 2012
Merces Consulting Group, Inc.
Job Description Review Guidelines
A job description needs to be accurate, up-to-date, and a useful management tool. It serves
as an understanding between the organization, employees and their managers about what
employees are to be accountable for. The job description establishes expectations – and
should be worded in such a way that expectations are as clear as possible.
Job descriptions also serve as the foundation of the performance management process.
Nothing should be on a job description unless we can evaluate performance on it, and
anything that we can evaluate performance on should be in the job description. The best way
to evaluate the quality of the job description is to actually use it to appraise performance.
• If two employees who have very different levels of performance come out the same in
your evaluation, something is missing in the job description that would serve to separate
them.
The purpose of this exercise is to determine if the job descriptions are ready for use as a
performance management tool, and if not, to ensure they are fixed and made more useful
before the formal performance appraisal process begins.
GENERAL STRUCTURE
Summary Description
The Summary Description is one or two sentences that describe the basic purpose of the job.
This should not include statements of how the job is to be done, skill requirements or anything
other than simply the responsibility of the job. Think of this as the answer to a stranger’s
question “so what do you do for a living?”
This position involves [1] varied complex and confidential tasks [2] essential
to the efficient operation [3] of the organization’s administrative office [4].
Good judgment, self-motivation, and responsible decision making are
essential in this position [5]. Working with minimal supervision [6], the
Administrative Assistant provides [7] administrative support [8] to the
Corporate Project Manager and Marketing/Promotion department of the
corporation [9].
JJob Descrip
ption Revieew Guideliines 2
[1]
Typicaally start this summary
y with “Responsible foor” or sometthing like th
hat… that iss, make
it a direc
ct sentence e. Here we are told wh
hat the job w
will involve, not what tthe job is.
[2]
“Varie
ed complex and confidential tasks s” – this is a good phra
ase, as it in
ndicates the
e overall
complexxity of the work
w (althou
ugh at this point
p we do on’t know w
what those ta asks are, a
and we
should, but we hav ve to wait un
ntil item 8 below).
b
[3]
Avoid obvious sta
atements, oro anything related to how the wo ork is to be done. All w work is
expected to be don
ne correctlyy, efficiently, in a timelyy manner, e etc., so puttting it here is
unnecesssary. “Ess
sential to the efficient operation”
o iis not a function of thee job, it’s the
e
reason someone
s decided to create
c the jo
ob.
[4]
It is go
ood to inclu
ude the func a, if the job is specific to a functio
ctional area onal area inn such a
way thatt it makes a difference e. Here, it says
s “of the
e organization’s admin nistrative offfice” but
later on we see tha at it is specific to a pers
son and a d departmentt. Either reedundant orr
inaccura ate.
[5]
This entire
e sente
ence relates
s to how thee job should
d be perforrmed and esssential
requirem
ments of the
e person in it, and sho
ould not be included.
[6]
“Work
king with miinimal supe
ervision” does give us an important characte eristic of the
e job
and should be inclu
uded in som
me form, buut can be do
one more eefficiently.
[7]
Repea
ating the title is unnecessary, it’s right above
e this sectio
on.
[8]
This is
s the “furthe
er explanattion” of whaat was first m
mentioned in item [2] above, but is
separate ed from thee qualifier fo
ound there. Better language for [[2] and [8] w
would be “a
a variety
of complex and con nfidential ad
dministrativ
ve tasks.”
[9]
Define es who the services arre provided
d for. Mightt be unnece
essary if the
e role is deffined
better in
n the title.
L
Let’s try a re
e-write, kee
eping in min
nd the comments abovve:
“Res
sponsible for
f independently pe erforming a wide range of comp plex
and confidentiial clerical and adminnistrative ttasks to su
upport the
Mark
keting/Prommotion Dep partment.”
”
T
This is clear, concise, and gives the
t reader a very quick answer to
o what the jjob is all ab
bout.
D
Duties and
d Responsiibilities
T
This is the heart
h of the ption. It should be pre
e job descrip esented in a ed “outline” form,
an organize
n
not a scatte
ered list of tasks. The basic struccture should
d look like tthis:
1. State
ement of responsibility
y
ement of responsibility
2. State y
• “main
ntains the operation
o off the compa
any’s netwo
ork server” is a respon
nsibility
• “issu
ues login pa
asswords” is
s not a resp
ponsibility…
… it is a taskk
• Main
ntains the operation of the compa
any’s netwo
ork server.
o Loads uppdated netw work softwaare and enssures it is operating peer standards
o Performss periodic maintenance
m e on netwo ork hardwarre and softw ware accordding to
pre-estabblished procedures
o Monitors hardware performanc ce and reco ommends p purchase off new hardw ware
when reqquired by neeed for addditional capa
acity or to rreplace equ
uipment no longer
functionin
ng
o Providess recommen ndations to manageme ent on poteential upgrades to servver
hardwaree and softwware.
S
Some good
d tests of wh
hether something shou
uld be inclu
uded in this section incclude:
1. Mainntains confid
dentiality, security
s andd standardss of ethics w dical records
with all med
inform
mation. [C
Comment: unclear
u as to whethe er this referrs to ensurring that th
here
are policies
p in place, or following
f them
t – if it is followin
ng them, thhe gist of tthe
state
ement is “ffollows pro ocedures,” ” which is obvious, b because alll jobs are
suppposed to foollow procedures. This Th is not a an essentiial stateme ent.]
4. Evalu
uates inform
mation to determine coompliance oof the law. [Commentt: this is a valid
task,
k, not a resp
ponsibility
y, but is un
nclear as to
o what it mmeans.]
6. Valid
dates requeests and authorizations
s for releasse of medica
al information accordinng to
estabblished procedures. [C
Comment: this is a va alid statem
ment of a re
esponsibillity,
indic
cates that there shou uld be somme sub-bulllets (which h it doesn’tt have), an
nd
inforrms the reaader that th
his responnsibility is performed d following
g a set of
guid
delines.]
7. Retriieves medic
cal records from EHR and hard ccopy charts. [Commen nt: this is a task
state
ement, tied
d to a respoonsibility. Avoid abb breviations
s or inside
e lingo, eve en
wherre you thin used repeatedly, on tthe first use, spell
nk they willl be underrstood; if u
it ou
ut. Examplle: electron
nic health records
r (“E
EHR”).]
9. Perfoorms quality
y checks on n all work to
o assure acccuracy of tthe release
e, confidentiality,
and proper
p invooicing. [Com
mment: good thing to o include, but promp pts a questtion –
“is th
he employyee perform ming qualitty checks o on their ow
wn work, o or on the wwork of
otheers? Makes s a big diffference, annd is uncleear here; es ssential th
hat it be cla
arified.]
12. Perfo
orms day-to
o-day admin
nistrative ta as maintaining informa
asks such a ation files and
proce
essing paperwork. [Co
omment: simple
s basiic stateme
ent of a dutty.]
16. Main
ntains a neaat, clean, an
nd professio
onal person
nal appeara
ance and o
observes
estab
blished dress codes. [Comment:
[ : employeee handboook statement, all emp
ployees
musst do this.]
18. Main
ntains and operates
o offfice equipm
ment. [Commment: all eemployees s operate ooffice
equiipment of some
s sort;; very few actually
a “m
maintain” eequipmentt. If approp priate,
shouuld describ
be what off
ffice equipmment, and what “maiintain” mea ans. It’s liikely
that “maintain” here mea ans “fills paper
p tray,”” “changes
s toner,” ra
rather than
“con
nducts diag gnostic pro
rocedures on o faulty mmachinery and repairrs accordin ng to
mannuals, inclu
uding wirin
ng, program mming, etc c.”]
20. Perfo
orm other re
elated dutiees as assigned or requuested.
a. Demonsttrate behav vior of coop
peration and
d professionnalism whe en assisting
g with
other ass
signed dutiees.
b. Perform and comple ete special assignmennts in a time
ely, accuratte and orga
anized
manner.
c.. Demonsttrate ability to adapt to
o change in
n workload aand assignments.
[Com
mment: the requirem ment of “otther related
d duties” o or “anythin
ng else as
assig
gned” shoould be und derstood for
fo all jobs,, but is freq
quently inc
cluded to mmake a
poin
nt. The bulllets follow
wing the staatement arre employe ee handbook items.]
dates reque
1. Valid ests and authorizations s for releasse of medica al information, followinng non-
discrretionary esstablished procedures
p .
a.. Receives s inquiries for
f requests s for releasse of medica al information through mail,
electronic communication or in n-person co ontacts
b. Evaluate es requests to determin ne complia nce with leg gal and reg gulatory
requiremments; deterrmines if release of infformation iss appropriatte
c.. Date stam mps all requests and highlights
h p
pertinent da ata to facilita
ate processsing and
retrieval of information
d. Retrieves s medical records fromm electronicc health reccord (EHR) system and hard
copy cha arts/files
e.. Provides s medical innformation to
t inquirer in appropria ate format.
f. Processe es invoices for informa ation retrievval, followin
ng defined C Corporate p policy
and statee fee sched dule guidelin
nes
g. Conducts s quality reviews of thee work of oother emplo oyees involvved in the re elease
of medical informatiion [POSSIBLE DUTY Y, NOT CLE EAR IF AN ACCURAT TE
STATEM MENT]
h. Explains reasoning for denial of o requests for informa ation, provid ding inquire
er with
policy infformation or
o describingg correct wway to reque est release..
2. Provvides clericaal and admiinistrative support
s for tthe medica al records offfice
a.. Answers calls to the e departmeent; providess response e or forward ds to other sstaff as
appropria ate
[note: th
his does no
ot constitu
ute a “revis
sed job des scription;”” it simply
organizees the thou
ughts in th
he original list, supple
lemented w with what
might bee considerred “obviouus” contennt for a job
b such as tthis.]
TThere were 20 items in n the original list. Of those 20, seeven were cclearly statements of tthe
ggeneral way y in which employees
e should worrk (including g the “all otther duties as assigne ed”),
employee handbook” definition.
ffitting the “e d Two,
T and pa art of a third
d, were qua alification ite
ems. Of
tthe remainin ng eleven, one was an n actual ressponsibility,, and the reemaining ten were taskks, or
pparts of taskks.
SSome statements (“atttends meetings,” “proc cesses pape erwork”) shhould neverr appear in job
ddescriptions
s unless theey are spec cific and unique to a jo
ob or a funcction. All em
mployees w will likely
aattend meetings from time
t to time
e, and we don’t
d apprai se perform
mance on “a attends meeetings.”
OOn the otheer hand, “attends state e and nationnal conferennces in ord
der to prese ent Corporaate
mmethods or approache es” is a clea
ar statemen nt about the
e requiremeents of a jobb. Rememb ber that
tthe purposee of a job de
escription iss not to rep
peat the em
mployee han ndbook, or tto include
eeverything a person do oes.
K
Knowledge
e and Skills
s Required
d
TThis sectionn should incclude all knowledge an nd skill elemments required in orde er for an em
mployee
tto perform all
a of the responsibilitiees of the job, at a fullyy functioningg level. It DDOES NOT T
ddescribe thee entry leve
el requireme ents, or what qualifica ations mightt appear in a want ad or job
pposting. Forr this reaso
on, the wordd “preferredd” never app pears in a jjob descripttion – some ething is
eeither needed or it is not.
n It does not matterr whether th he knowledg ge/skill is a
acquired outside
tthe job, or on
o the job. Whenever listing a sk kill, be clearr as to the level of the skill, preferrably
hhow it wouldd be applied.
EEducation – If there iss an educattion requireement, state e it clearly, e.g., “Bachhelor’s Degrree with
a major in Accounting
A or Financee. An alternnative would d be “thorou ugh undersstanding of the
ttheory and practices of accountin ng, typically acquired th hrough com mpletion of a Bachelorr’s
ddegree prog gram with a major or concentratio
c on is accou unting or finance.” Do not list a de egree
rrequirement unless the ere is either 1) a speciific major, cconcentratio on or area o of study) orr 2) the
ddegree is “sshorthand” for
f some more
m generaal body of kknowledge, e.g., “basicc level of re eading,
wwriting and mathematical skills typically acqu uired during g completio on of a highh school proogram”
oor “advance ed verbal an
nd written communica
c ation skills, a
and a highe er level of g
general kno owledge
ttypically acq
quired in a college deggree prograam.”
NNon-educa ational knoowledge (“e experience e”) – Neverr simply ind dicate a certtain numbe er of
yyears of exp perience. There
T are various
v reas
sons. The o obvious on ne is that evveryone lea arns at a
ddifferent ratte. The sec
cond, perha aps more im mportant reaason, is tha at what an e employee le earns
dduring a sett number off years is based on the eir job and the way the ey are used d. What on ne
eemployee maym experie ence in one e year may take anothe er ten. It iss better to sstate a speccific
bbody of kno owledge, with a qualifieer. Instead of saying ““must have e 10 years o of superviso ory
eexperience”” (which isnn’t even a good want ad a statemen nt), it would
d be better tto say “possesses
hhigh level of supervisoory skill and expertise, including th
he manage ement and d development of
mmultiple staff members s performing jobs of va arying respo onsibility annd level, typpically not
aacquired in less than five years of progressiv vely greater levels of rresponsibiliity.”
SSpecific sk
kills – State
e specific skkill sets in a way in wh hich it is eassy to measure whethe er the
eemployee possesses
p the
t skills, and if he or shes does n not, to be abble to expla
ain exactly w
what the
eemployee needs
n to do in order to
o prove abiliity with the skill. Manyy skills are important in a
mmedical envvironment inn order to be
b fully func ctioning on a job, altho ough emplo oyees may not
nneed to be specifically
y trained. For
F example e, it is reaso
onable for m many jobs tto have stattements
ssuch as “muust be familiar with and conversa ant in basic medical terminology u used in
ccommunica ating to patie
ents.
N
Nature of Work
W
T
This section n includes a variety of items that will vary fro
n of the job description om job to jo
ob.
T
These may include sta atements ab bout the lev
vel of directtion (e.g., “w
work is perfformed undder only
limited guidance) or the complexity of the woork (e.g., “w
work involve es extensivve research to
determine the nature of
d o the situattions encou
untered, and d to determ mine an app propriate co
ourse of
a
action”). A glossary off these term
ms should be
b develope ed for the C Corporation over time.