JOB ALLOCATION ANALYSIS FORM FOR CLASSIFIED POSITIONS
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State Position Number: |
HRM Position Number: |
Current Title / Requested Title: |
Incumbent: |
Unit: |
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Section I - Preliminary Issues |
Yes |
No |
Comment |
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Do we have delegated authority for the requested allocation? For other possible allocations? |
Tip: Check listing of titles not approved for delegation. If no, CS must allocate. |
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Does the employee qualify for the requested position? Did they submit an SF 10? |
Tip: May consult CS Exam. Division |
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Is a test necessary and if so, does the employee have a passing score? (Check General Circular No. 001361) |
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Should this be allocated as a new position? " excess of 3 GS level change? " Change from nonprofessional to professional? " Change from non supervisory to supervisory? |
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If the position is allocated as a new position, what additional steps will be required to promote the employee to it? " Testing? " Advertisement? " Competitive promotional certificate? |
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" Section II - Review of Responsibilities |
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Does the position meet criteria on the job specification? Does the position meet any separate allocation criteria? " Job concept? " Required supervision exercised? " Required reporting level (to whom does the position report)? " Equipment operated? " Job distinctions? |
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Are the required duties fully documented on the SF-3 or supporting documents? |
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Is the supervision properly documented on the SF-3? |
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Is an organizational chart required? |
Tip: Org chart should accurately reflect the organizational structure. |
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Section III - Comparison with Other SF-3s/Specifications |
Yes |
No |
Comment |
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Has there been a substantial change in job duties? (Pull SF3 on file.) |
Tip: Determine if the factors resulting in duty changes are legitimate. Legitimate factors may include: changes in technology, laws, reorg., strategic plan, or training series. |
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Do the duties claimed conflict with the duties claimed on other positions? |
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If additional duties are claimed, where/from whom did they come? |
Tip: Appointing Authority determines position duties, not employees. |
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If duties are being removed, where/to whom did they go? |
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Are there precedent positions to support this request? |
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Is the proposed allocation consistent with others within the agency? |
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Are there other job titles which would better encompass these job duties? |
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Section IV - Completion of Required Documents |
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Is the SF-3 properly completed? |
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Has the SF-3 been signed by the employee and supervisor? |
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Is this the first or second appeal or a 5.3 appeal? |
Tip: 5.3 Appeals must be completed by CS Class & Pay Division. |
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Is an Allocation Decision Form Needed? |
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Is there a Personnel Action Form stating source of funding indicated? |
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Has the appropriate Appointing Authority signed the Personnel Action Form? |
Tip: All personnel actions must be approved by the Appointing Authority. |
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Section V - Special Notes |
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Once the final Allocation has been determined, if the approved title differs from the requested title, review Section I items again. |
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Other Considerations: |
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Comparable Position(s):
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Date Reviewed by Analyst: |
Analyst: |
Allocated Title: |
Effective Date: |