UCL Grading Procedure for Support Staff Julie Wake HR User Group 29 th Oct 2009.
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Transcript of UCL Grading Procedure for Support Staff Julie Wake HR User Group 29 th Oct 2009.
UCL Grading Procedure
for Support Staff
Julie Wake
HR User Group
29th Oct 2009
HERA
• UCL uses HERA (Higher Education Role Analysis) as Job Evaluation tool
• HERA is an analytical scheme
• Designed by Higher Education
• Covers all jobs from Porter to Professor
• Complies with non discriminatory guidance by Equal Opportunities Commission
UCL Grading Procedures
• New Jobs
• Grading Reviews for occupied posts with significantly changed duties
• Note: Do NOT re-submit jobs:– Previously evaluated– Minor changes such as:
• change of job title, name of manager or dept• Replacement of one or more tasks by similar tasks
Statistics
• Over 5,000 roles evaluated since 2000
• 2008:– 307 new jobs– 132 grade reviews of which
• 90 increased (78%)• 42 no change (32%)
– 18 appealed (43% of 42)• 10 increased (56%)• 8 no change (44%)
Method
• Panels of trained Role Analysts– Cross section of UCL, nominated by trade unions,
faculties & Human Resources
• Over 40 Faculty & Union nominees trained since 2004 and currently:
– 25 Active Role Analysts• 10 Union of which 4 AMICUS, 4 UCU & 2 UNITE
and – 5 FEMALE & 5 MALE
• 15 Faculty of which 13 FEMALE 2 MALE
Role Analysts
• Carefully evaluate evidence provided
- By Job Description Outline (JDO)• Reach consensus on scores allocated to
the 14 elements in the scheme• Give credit to misallocated evidence• Responses determine score of job and
• Ultimately the grade of the post
JDO
• The JDO is an analytical summary of the requirements of the job – it’s about the post not the person!
• It’s completed by:– Manager for new jobs– Role holder or manager for grading review
requests– Grade reviews are verified by the HoD
Job Description Outline Forms• 4 Sections – set context of role:
– A Working Context– B Organisation Chart– C Job Purpose– D Main Tasks
• 14 elements – in line with HERA Scheme• Guidance notes are included on the form,
available from:– http://www.ucl.ac.uk/hr/docs/download_forms/JDO_7_06_07.do
c
The 14 elements
• Communications(oral and written)
• Teamwork & Motivation• Liaison & Networking• Service Delivery• Decision Making• Planning & Organising
Resources• Initiative & Problem
Solving
• Analysis & Research• Sensory & Physical
Demands• Work Environment• Pastoral Care & Welfare• Team Development• Teaching & Learning
Support• Knowledge & Experience
ProcedureNew Job Panels
• Minimum panel of 2 Role Analysts
• Meet weekly on Thursdays for– New roles
• Deadline 12noon Tuesday– Electronic copies of JDOs with details, if
known, of post id to:
• Outcome by following Tuesday
Procedure Grading Review Requests
• Panel of 3 Role Analysts– Usually I each of trade union, faculty & HR Nominee
• Meet monthly• Requests for grading reviews where duties have
significantly changed• Deadline by 12noon 28th month for evaluation
following month• Requests evaluated in order of receipt• Outcome notified to HoD by 12th month following
panel meeting
Appeal – Stage 1
• Informal Appeal with member of grading review panel
• Role holder may invite colleague, manager or trade union representative
• May submit formal appeal in writing within 2 weeks by– Statement indicating reasons for appeal with
reference to JDO
Appeal Stage 2
• New Panel of 5 Role Analysts not involved in original evaluation
• Conduct an independent evaluation
• Outcome notified to HoD by 12th of month following panel meeting
• Appeal Panel’s decision is final.
Job Evaluation Reference
• Commonly known as HERA reference.
• For advertising and appointments
• Any of following:– JER NNN or PF NNN e.g. JER 246 PF 251– NJ0Y-NNN e.g. NJ09-122– App0Y-NN e.g. Ap08-23
The End
• Any questions?