Overview
Occasionally an employee’s Position Description (PD) may need to be updated if the responsibilities have changed in the Standard Job Description (SJD). This document outlines best practices on when to update a PD and how to process the change in Workday.
Best Practices
- Only make changes to the SJD if it’s a permanent change to someone’s responsibilities.
- Note: If the responsibilities have significantly changed, consider whether another SJD would be a better fit.
- Responsibility language should not be modified; responsibilities can only be removed if that person will not perform it. If removing half or more essential responsibilities, consider a different title.
- Consider not using percentages with responsibilities to reduce the need for an SJD update.
- Focus shifts to qualitative changes instead of quantitative changes.
Removing Responsibilities
- People Management responsibilities that indicate an employee "may" perform a particular task can be removed from an SJD.
- People Management responsibilities cannot be removed if the following standard language is used:
- “Exercises supervisory authority, including hiring, transferring, suspending, promoting, managing conduct and performance, discharging, assigning, rewarding, disciplining, and/or approving hours worked of at least 2.0 full-time equivalent (FTE) employees.”
- Director title responsibilities of People Management, budget, and/or strategic authority cannot removed from an SJD.
- With the exception of the People Management and Director title responsibilities noted above, all responsibilities can be removed for all SJDs at the discretion of local HR as long as the removal of the responsibilities does not significantly alter the overall job AND the SJD is still the most appropriate based on the position. Supervisors must consult with their local HR before making these determinations.
Examples when an SJD update may be needed
- The employee’s unique responsibilities have been permanently added, changed, or removed.
- Note: Unique Responsibilities are limited to four or fewer responsibilities.
- The school/college/division (SCD) chooses to include percentages for each responsibility listed in the SJD, and the percentages have permanently changed.
- The work of the position has permanently changed and should be documented.
How to update an SJD
Who Can Initiate?
- HR Partner (Local)
- HR Partner (Supervisory)
- HR Process Coordinator (Supervisory) UW
- Recruiter (Local)
- Recruiter (Supervisory)
- Shared Services – Human Resources UW
- Shared Services – Recruiting UW
- Student Assistant Process Coordinator UW
Processing Change in Workday
The steps below outline how to process a change to an employee's Standard Job Description (SJD) in Workday. The SJD can be processed in Workday through the 'Edit Position Restrictions' business process.
Step 1: Find Employee |
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Step 2: Edit Position Restrictions |
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Step 3: Update Responsibilities |
Scroll to the Responsibilities section and update responsibilities (i.e. remove, add unique responsibilities, etc.) based on best practices. |
Step 4: Add Justification |
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Step 5: Enter Justification Documentation |
*Note: Justification documentation is required for a temporary change in responsibilities. The justification documentation can be uploaded as an attachment and should include:
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Step 6: Submit Compensation Change |
Click Submit After the temporary change in responsibilities and rate change are approved in Workday, the initiator, and the manager receive notifications.
Note: The Cost Center Accounting Specialist (CCAS) may review during this process in some scenarios. The CCAS can make an adjustment to the costing allocation, if applicable. |
Additional Resources
- Non-Manager to Manager Guidelines
- Position Description Changes Decision Tree
- Title and Standard Job Description Library
- Tips for Writing Unique Responsibilities
Questions?
Contact compensation@ohr.wisc.edu.