Hay Group Global Job Model - Job Descriptions 2015

598
2015 Global Job Model Standard global job descriptions and executive title descriptions © Copyright 2015, Hay Group

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Hay Group Global Job Model - Job Descriptions 2015

Transcript of Hay Group Global Job Model - Job Descriptions 2015

Page 1: Hay Group Global Job Model - Job Descriptions 2015

2015 Global Job Model Standard global job descriptions and executive title descriptions

© Copyright 2015, Hay Group

Page 2: Hay Group Global Job Model - Job Descriptions 2015
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Table of Contents

Subfamilies and Codes .................................................................................... 1

Finance and Accounting .................................................................................. 4

Finance Manager II ................................................................................. 6

Finance Manager I................................................................................... 7

Accounting .................................................................................................. 8

General Accounting Manager ............................................................... 10

Accounting Supervisor II ...................................................................... 11

Accounting Supervisor I........................................................................ 12

Accountant V ........................................................................................ 13

Accountant IV ....................................................................................... 14

Accountant III ....................................................................................... 15 Accountant II......................................................................................... 16 Accountant I .......................................................................................... 17 Payroll Manager .................................................................................... 18

Payroll Coordinator ............................................................................... 19

Payroll Clerk II...................................................................................... 20 Payroll Clerk I ....................................................................................... 21 Accounting Clerk IV ............................................................................. 22

Accounting Clerk III ............................................................................. 23

Accounting Clerk II............................................................................... 24

Accounting Clerk I ................................................................................ 25

Controlling ................................................................................................ 27

Financial Controller II ........................................................................... 29

Financial Controller I ............................................................................ 30

Management Controller ........................................................................ 31

Controller Assistant I, II ........................................................................ 32

Financial Planning and Analysis ............................................................. 34

Financial Planning Manager .................................................................. 36

Financial Sub-Section Manager ............................................................ 37

Credit Manager ..................................................................................... 38

Credit Analyst/Representative II ........................................................... 39

Credit Analyst/Representative I ............................................................ 40

Risk Manager ........................................................................................ 41

Financial Analyst IV ............................................................................. 42

Financial Analyst III ............................................................................. 43

Financial Analyst II ............................................................................... 44

Financial Analyst I ................................................................................ 45

Audit .......................................................................................................... 47

Audit Manager ...................................................................................... 49

Auditor III ............................................................................................. 50 Auditor II .............................................................................................. 51 Auditor I ................................................................................................ 52

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Taxation .................................................................................................... 54

Tax Manager ......................................................................................... 56

Tax Accountant III ................................................................................ 57

Tax Accountant II ................................................................................. 58

Tax Accountant I ................................................................................... 59

Tax Analyst II ....................................................................................... 60 Tax Analyst I ......................................................................................... 61

Treasury .................................................................................................... 63

Treasury Manager ................................................................................. 65

Treasury Accountant ............................................................................. 66

Treasury Assistant ................................................................................. 67

Information Technology / Internet-Based Technology ............................... 70

IT Manager II ........................................................................................ 72 IT Manager I ......................................................................................... 74

Application Development ......................................................................... 76

Architecture Manager ............................................................................ 78

Application Development Manager ...................................................... 79

Application Architect ............................................................................ 80

Application Designer ............................................................................ 81

Application Developer II ....................................................................... 82

Application Developer I ........................................................................ 83

Analyst Programmer II .......................................................................... 84

Analyst Programmer I ........................................................................... 85

Implementation Engineer ...................................................................... 86

Test Developer ...................................................................................... 87

Tester II ................................................................................................. 88 Tester I .................................................................................................. 89

Infrastructure Development .................................................................... 90

Network Integrator ................................................................................ 92

Network Architect ................................................................................. 93

Network Designer III ............................................................................ 94

Network Designer II .............................................................................. 95

Network Designer I ............................................................................... 96

Technical Operations and End User Support ........................................ 98

Network Operations Manager ............................................................. 100

Network Administrator II .................................................................... 101

Network Administrator I ..................................................................... 102

Systems Administrator ........................................................................ 103

Network Management Analyst ............................................................ 104

IT Operations Manager ....................................................................... 105

Operations Team Leader II ................................................................. 106

Operations Team Leader I ................................................................... 107

Computer Operator II .......................................................................... 108

Computer Operator I ........................................................................... 109

Assistant Computer Operator .............................................................. 110

Help Desk Manager............................................................................. 111

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Help Desk Specialist ........................................................................... 113

Support Assistant ................................................................................ 114

Help Desk Analyst .............................................................................. 115

Systems Specialist III .......................................................................... 116

Systems Specialist II ........................................................................... 117

Systems Specialist I............................................................................. 118

Technical Support Specialist ............................................................... 119

Field Service Engineer ........................................................................ 120

Data Management and Security ............................................................ 122

Database Manager ............................................................................... 124

Database Architect .............................................................................. 125

Database Administrator ....................................................................... 126

Database Analyst ................................................................................. 127

Assistant Database Analyst ................................................................. 128

Authorization Officer .......................................................................... 129

Data Entry Operator II ........................................................................ 130

Data Entry Operator I .......................................................................... 131

IT Security Specialist II ...................................................................... 132

IT Security Specialist I ........................................................................ 133

Service Level and Process Management ............................................... 134

Vendor Manager ................................................................................. 136

Service Level Manager II, I ................................................................. 137

ERP Implementation / IT Process Manager II, I ................................. 139

Planner ................................................................................................ 141 IT Consultancy ....................................................................................... 143

Managing Consultant .......................................................................... 145

Business Consultant ............................................................................ 147

Business Analyst ................................................................................. 149

Technical Consultant ........................................................................... 150

Internet-Based Services and Support ................................................... 152

Web Visionary .................................................................................... 154

Web Administrator .............................................................................. 155

Web Developer II ................................................................................ 156

Web Developer I ................................................................................. 157

Web Editor .......................................................................................... 158 Search Engine Optimization Manager ................................................. 159

Search Engine Optimization Analyst .................................................. 160

Web Analytics Manager ...................................................................... 161

Web Analytics Analyst ....................................................................... 162

Client Satisfaction Researcher............................................................. 163

Human Resources ........................................................................................ 164

Human Resources Manager II ............................................................. 166

Human Resources Manager I .............................................................. 168

HR Generalist ......................................................................................... 170

HR Business Partner ........................................................................... 172

HR Generalist III ................................................................................. 173

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HR Generalist II .................................................................................. 174

HR Generalist I ................................................................................... 175

Human Resources Administrator ........................................................ 176

Human Resources Assistant ................................................................ 177

Training and Development .................................................................... 178

Training and Development Manager ................................................... 180

Training and Development Specialist III, II ........................................ 181

Training and Development Specialist I ............................................... 182

Compensation and Benefits ................................................................... 184

Compensation and Benefits Manager .................................................. 186

Compensation and Benefits Specialist II, I ......................................... 187

Compensation and Benefits Analyst ................................................... 188

Recruitment and Organizational Development ................................... 190

Recruitment and Resourcing Manager ................................................ 192

Recruitment Manager .......................................................................... 193

Recruitment Officer ............................................................................ 194

Recruiter .............................................................................................. 195 Employee Relations ................................................................................ 196

Employee/Labor Relations Manager ................................................... 198

Employee/Labor Relations Representative ......................................... 199

Legal ............................................................................................................. 200

Paralegal ................................................................................................. 200

Paralegal Supervisor/Manager ............................................................ 202

Paralegal III ......................................................................................... 203 Paralegal II .......................................................................................... 204 Paralegal I ........................................................................................... 205

Professional Lawyers ............................................................................. 206

Legal Advisor IV ................................................................................ 208

Legal Advisor III ................................................................................. 209

Legal Advisor II .................................................................................. 210

Legal Advisor I ................................................................................... 211

Corporate Affairs ........................................................................................ 212

Government Relations ........................................................................... 212

Government Relations Representative/Lobbyist ................................. 214 Government Relations Professional .................................................... 215

Regulatory and Registration ................................................................. 216

Regulatory Affairs Manager ................................................................ 218

Regulatory Affairs Professional II ...................................................... 219

Regulatory Affairs Professional I ........................................................ 220

Public Relations and Communications ................................................. 222

Communications Director ................................................................... 224

Communications Manager .................................................................. 225

Communications Specialist ................................................................. 226

Corporate Social Responsibility Manager ........................................... 227

Corporate Social Responsibility Specialist.......................................... 228

Public Relations Representative II, I ................................................... 229

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Public Relations Assistant ................................................................... 230

Investor Relations Specialist ............................................................... 231

Social Media Specialist ....................................................................... 232

Marketing ..................................................................................................... 234

Marketing Manager II ......................................................................... 236

Marketing Manager I ........................................................................... 238

Market Research .................................................................................... 240

Market Research Manager .................................................................. 242

Market Analyst III ............................................................................... 243

Market Analyst II ................................................................................ 244

Market Analyst I ................................................................................. 245

Marketing Research Analyst II............................................................ 246

Marketing Research Analyst I ............................................................. 247

Brand/Product Management ................................................................. 248

Brand/Product Manager IV ................................................................. 250

Brand/Product Manager III ................................................................. 251

Brand/Product Manager II ................................................................... 252

Brand/Product Manager I .................................................................... 253

Assistant Brand/Product Manager ....................................................... 254

Innovation Manager ............................................................................ 255

Trade Marketing .................................................................................... 256

Trade Marketing Manager ................................................................... 258

Assistant Trade Marketing Manager ................................................... 259

Pricing Manager .................................................................................. 260

Pricing Analyst .................................................................................... 261

Promotions and Advertising .................................................................. 262

Market Communications Manager ...................................................... 264

Promotions Manager ........................................................................... 265

Promotions Assistant ........................................................................... 266

E-Commerce ........................................................................................... 268

E-Commerce Manager ........................................................................ 270

E-Commerce Product Manager ........................................................... 271

E-Commerce Analyst .......................................................................... 272

Category Management ................................................................................ 274

Category Management ........................................................................... 274

Category Manager IV .......................................................................... 276

Category Manager III, II, I .................................................................. 277

Category Analyst ................................................................................. 278

Category Assistant .............................................................................. 279

Sales .............................................................................................................. 281

Sales Manager II ................................................................................. 283

Sales Manager I ................................................................................... 285

Support, Training and Sales Effectiveness ........................................... 287

Sales Plans and Programs Manager ..................................................... 289

Sales Plans and Programs Specialist ................................................... 290

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Sales Effectiveness Manager ............................................................... 291

Sales Effectiveness Analyst ................................................................ 292

Sales Training Manager ...................................................................... 293

Sales Trainer ....................................................................................... 294 Territory Sales ........................................................................................ 295

Regional Sales Manager ...................................................................... 297

Indirect Sales Manager / Channel Manager ........................................ 298

Area/District Sales Manager ............................................................... 299

Sales Representative V ........................................................................ 300

Sales Representative IV ...................................................................... 301

Sales Representative III, II .................................................................. 302

Sales Representative I ......................................................................... 303

Technical Pre-sales Representative / Sales Engineer .......................... 304 Merchandiser ....................................................................................... 305

Key Account Sales .................................................................................. 307

Key Accounts General Manager ......................................................... 309

Key Accounts Manager II, I ................................................................ 310

Key Accounts Associate...................................................................... 311

Business Development Manager ......................................................... 312

Business Developer II ......................................................................... 313

Business Developer I........................................................................... 314

Bid and Proposal Manager .................................................................. 315

Customer Service ......................................................................................... 317

Technical ................................................................................................. 317

Technical Customer Service Manager ................................................. 319

Technical Customer Service Team Leader .......................................... 320

Technical Customer Service Representative IV, III ............................ 321 Technical Customer Service Representative II, I ................................ 323

Non Technical ......................................................................................... 325

Customer Service Manager ................................................................. 327

Customer Service Team Leader .......................................................... 328

Customer Service Representative IV, III ............................................. 329

Customer Service Representative II .................................................... 331

Customer Service Representative I ..................................................... 332

Call Center ................................................................................................... 333

Inbound and Outbound ......................................................................... 333

Call Center Manager ........................................................................... 335

Call Center Supervisor ........................................................................ 336

Call Center Specialist .......................................................................... 337

Operator III ......................................................................................... 338 Operator II ........................................................................................... 339 Operator I ............................................................................................ 340

Project Management ................................................................................... 341

Project Management .............................................................................. 341

Projects Department Manager ............................................................. 343

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Project Leader ..................................................................................... 344

Project Manager IV, III, II .................................................................. 345

Project Manager I ................................................................................ 347

Project Analyst II ................................................................................ 348

Project Analyst I .................................................................................. 349

Product Development .................................................................................. 351

Product Development ............................................................................. 351

Product Development Manager ........................................................... 353

Packaging Manager ............................................................................. 354

Product Development Specialist II ...................................................... 355

Product Development Analyst............................................................. 356

Packaging Analyst ............................................................................... 357

Product Development Specialist I ....................................................... 358

Research and Development ......................................................................... 359

Research and Development ................................................................... 359

Research and Development Manager .................................................. 361

Research and Development Supervisor ............................................... 362

Scientist/Researcher VII ...................................................................... 363

Scientist/Researcher VI ....................................................................... 364

Scientist/Researcher V ........................................................................ 365

Scientist/Researcher IV ....................................................................... 366

Scientist/Researcher III ....................................................................... 367

Scientist/Researcher II ........................................................................ 368

Scientist/Researcher I .......................................................................... 369

Technician Supervisor ......................................................................... 370

Researcher/Technician ........................................................................ 371

Laboratory Manager ............................................................................ 372

Laboratory Technician ........................................................................ 374

Engineering .................................................................................................. 375

General Engineers .................................................................................. 375

Engineering Manager .......................................................................... 377

Process Engineering Manager ............................................................. 378

Engineering Supervisor ....................................................................... 379

Engineer VII ........................................................................................ 380 Engineer VI ......................................................................................... 381 Engineer V .......................................................................................... 382 Engineer IV ......................................................................................... 383 Engineer III ......................................................................................... 384 Engineer II .......................................................................................... 385 Engineer I ............................................................................................ 386

Engineering Technicians and Drafters ................................................. 387

Engineering Technician Supervisor .................................................... 389

Technologist/Technician VI ................................................................ 390

Technologist/Technician V ................................................................. 391

Technologist/Technician IV ................................................................ 392

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Technologist/Technician III ................................................................ 393

Technologist/Technician II ................................................................. 394

Technologist/Technician I ................................................................... 395

Design Drafter ..................................................................................... 396

Drafter ................................................................................................. 397 Electronic Technician II ...................................................................... 398

Electronic Technician I ....................................................................... 399

Logistics/Supply Chain ................................................................................ 401

Logistics and Supply Chain Manager II .............................................. 403

Logistics and Supply Chain Manager I ............................................... 404

Business Planning ................................................................................... 405

Demand and Supply Planning Director ............................................... 407

Demand and Supply Planning Manager .............................................. 408

Demand Planner .................................................................................. 409

Supply Planner .................................................................................... 410

Purchasing/Procurement ....................................................................... 412

Purchasing Manager ............................................................................ 414

Purchasing Agent ................................................................................ 415

Buyer II ............................................................................................... 416 Buyer I ................................................................................................ 417

Warehousing/Material Management .................................................... 418

Materials Manager .............................................................................. 420

Material Coordinator ........................................................................... 421

Warehouse Manager............................................................................ 422

Warehouse Supervisor ........................................................................ 423

Stock Clerk .......................................................................................... 424 Forklift Operator ................................................................................. 425

Distribution/Transportation .................................................................. 426

Transportation and Distribution Manager ........................................... 428

Logistics Specialist.............................................................................. 429

Traffic Manager .................................................................................. 430

Import/Export Manager ....................................................................... 431

Import/Export Supervisor .................................................................... 432

Import/Export Specialist ..................................................................... 433

Import/Export Clerk ............................................................................ 434

Dispatcher ........................................................................................... 435 Truck Driver ........................................................................................ 436

Production .................................................................................................... 438

Production ............................................................................................... 438

Plant Manager ..................................................................................... 440

Superintendent/Production Manager ................................................... 441

General Supervisor II, I ....................................................................... 442

Unit Supervisor IV .............................................................................. 443

Production Control Manager ............................................................... 444

Production Planner .............................................................................. 445

Unit Supervisor III .............................................................................. 446

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Unit Supervisor II ................................................................................ 447

Unit Supervisor I ................................................................................. 448

Production Control Manager ............................................................... 449

Production Planner .............................................................................. 450

Operator V / Control Panel Operator ................................................... 451

Operator IV ......................................................................................... 452 Process Operator III ............................................................................ 453

Process Operator II .............................................................................. 454

Process Operator I ............................................................................... 455

Maintenance/Skilled Manual ................................................................. 456

Plant/Site Engineering and/or Maintenance Manager ......................... 458 Maintenance Superintendent II, I ........................................................ 459

General Maintenance Supervisor II, I ................................................. 461

Maintenance Unit Supervisor IV ......................................................... 462

Maintenance Unit Supervisor III ......................................................... 463

Maintenance Unit Supervisor II .......................................................... 464

Maintenance Unit Supervisor I............................................................ 465

Tool and Die Maker ............................................................................ 466

Maintenance Technician II .................................................................. 467

Maintenance Technician I ................................................................... 468

Maintenance Assistant ........................................................................ 469

Mechanical Technician II .................................................................... 470

Mechanical Technician I ..................................................................... 471

Mechanical Fitter ................................................................................ 472

Machinist............................................................................................. 473 Electrician II ........................................................................................ 474 Electrician I ......................................................................................... 475 Electrician Assistant ............................................................................ 476

Welder ................................................................................................. 477 Plumber/Pipe Fitter ............................................................................. 478

Carpenter ............................................................................................. 479 Painter ................................................................................................. 480

Quality Assurance ........................................................................................ 482

Quality Assurance .................................................................................. 482

Quality Assurance/Quality Control Manager II .................................. 484

Quality Assurance/Quality Control Manager I .................................... 485

Quality Assurance/Quality Control Supervisor ................................... 486

Quality Assurance/Quality Control Technician III .............................. 487

Quality Assurance/Quality Control Technician II ............................... 488

Quality Assurance/Quality Control Technician I ................................ 489

Process Optimalization / Sigma Belt Specialist................................... 490

Compliance/Audit................................................................................... 492

Compliance Manager .......................................................................... 494

Compliance Officer II ......................................................................... 495

Compliance Officer I ........................................................................... 496

Operations Auditor .............................................................................. 497

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Health and Environment ............................................................................. 498

Health, Safety and Environmental Manager II .................................... 500

Health, Safety and Environmental Manager I ..................................... 502

Environmental Health ............................................................................ 504

Environmental Manager ...................................................................... 506

Environmental Professional IV ........................................................... 507

Environmental Professional III ........................................................... 508

Environmental Professional II ............................................................. 509

Environmental Professional I .............................................................. 510

Health and Safety ................................................................................... 512

Employee Health and Safety Manager ................................................ 514

Safety Professional IV ......................................................................... 515

Safety Professional III ......................................................................... 516

Safety Professional II .......................................................................... 517

Safety Professional I ........................................................................... 518

Industrial Nurse II ............................................................................... 519

Industrial Nurse I ................................................................................ 520

Property Management ................................................................................. 522

Real Estate .............................................................................................. 522

Real Estate Manager ........................................................................... 524

Real Estate Supervisor ........................................................................ 525

Real Estate Analyst ............................................................................. 526

Construction ........................................................................................... 528

Construction Manager ......................................................................... 530

Construction Site Manager .................................................................. 531

Construction Site Foreman .................................................................. 532

Facilities Management ........................................................................... 534

Facilities Maintenance Manager II, I ................................................... 536

Facilities Maintenance Supervisor ...................................................... 537

Facilities Assistant II ........................................................................... 538

Facilities Assistant I ............................................................................ 539

Administration/Support/Service ................................................................. 540

Clerical Services ..................................................................................... 540

Office Manager III .............................................................................. 542

Office Manager II ................................................................................ 543

Office Manager I ................................................................................. 544

Administrative Assistant II .................................................................. 545

Administrative Assistant I ................................................................... 546

General Clerk V .................................................................................. 547

General Clerk IV ................................................................................. 548

General Clerk III ................................................................................. 549

General Clerk II .................................................................................. 550

General Clerk I .................................................................................... 551

Secretarial ............................................................................................... 552

Secretary VI ........................................................................................ 554 Secretary V .......................................................................................... 555

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Secretary IV ........................................................................................ 556 Secretary III ........................................................................................ 557 Secretary II .......................................................................................... 558 Secretary I ........................................................................................... 559

Support Services ..................................................................................... 560

Translator II ........................................................................................ 562 Translator I .......................................................................................... 563 Security Supervisor ............................................................................. 564

Armed Guard....................................................................................... 565

Watchman/Guard ................................................................................ 566

Chauffeur ............................................................................................ 567 Receptionist/Switchboard Operator II, I .............................................. 568

Groundskeeper .................................................................................... 569

Housekeeper ........................................................................................ 570

Document Production ............................................................................ 572

Desktop Publishing Supervisor ........................................................... 574

Desktop Publisher II ............................................................................ 575

Desktop Publisher I ............................................................................. 576

Graphics Artist II ................................................................................ 577

Graphics Artist I .................................................................................. 578

Word Processing Operator III ............................................................. 579

Word Processing Operator II ............................................................... 580

Word Processing Operator I ................................................................ 581

Executive Title Descriptions ....................................................................... 582

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Subfamilies and Codes Finance and Accounting ............................................................... FA Accounting ................................................................................... FAA Controlling .................................................................................... FAG Financial Planning and Analysis ................................................... FAD Audit ............................................................................................. FAB Taxation ........................................................................................ FAC Treasury ........................................................................................ FAF

Information Technology / Internet-Based Technology ................ IT Application Development .............................................................. ITA Infrastructure Development ........................................................... ITB Technical Operations and End User Support ................................. ITC Data Management and Security ..................................................... ITD Service Level and Process Management ......................................... ITE IT Consultancy ............................................................................... ITF Internet-Based Services and Support ............................................. ITG

Human Resources ......................................................................... HR HR Generalist .............................................................................. HRA Training and Development ........................................................... HRB Compensation and Benefits .......................................................... HRC Recruitment and Organizational Development ............................ HRD Employee Relations ...................................................................... HRE

Legal .............................................................................................. LG Paralegal ....................................................................................... LGA Professional Lawyers .................................................................... LGB

Corporate Affairs ......................................................................... CA Government Relations ................................................................. CAA Regulatory and Registration ......................................................... CAB Public Relations and Communications ......................................... CAC

Marketing ..................................................................................... MK Market Research ..........................................................................MKA Brand/Product Management ........................................................ MKB Trade Marketing .......................................................................... MKC Promotions and Advertising ........................................................MKD E-Commerce ................................................................................ MKE

Category Management ................................................................ CM Category Management ................................................................. CMA

Sales ................................................................................................ SL Support, Training and Sales Effectiveness ................................... SLA

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Territory Sales .............................................................................. SLB Key Account Sales ........................................................................ SLC

Customer Service ........................................................................... CS Technical ...................................................................................... CSA Non-Technical .............................................................................. CSB

Call Center .................................................................................... CC Inbound and Outbound ................................................................. CCH

Project Management .................................................................... PM Project Management .................................................................... PMA

Product Development ................................................................... PV Product Development ................................................................... PVA

Research and Development .......................................................... RD Research and Development ......................................................... RDA

Engineering ................................................................................... EG General Engineers ......................................................................... EGA Engineering Technicians and Drafters .......................................... EGB

Logistics/Supply Chain .................................................................. LS Purchasing/Procurement ............................................................... LSA Warehousing/Material Management ............................................. LSB Distribution/Transportation .......................................................... LSC Business Planning ......................................................................... LSD

Production ..................................................................................... PR Production..................................................................................... PRA Maintenance/Skilled Manual ........................................................ PRB

Quality Assurance ......................................................................... QA Quality Assurance ........................................................................ QAA Compliance/Audit ........................................................................ QAB

Health and Environment .............................................................. HE Environmental Health ................................................................... HEA Health and Safety .......................................................................... HEB

Property Management ................................................................... PT Real Estate .................................................................................... PTA Construction ................................................................................. PTC Facilities Management .................................................................. PTB

Administration/Support/Service ................................................... AS Clerical Services ........................................................................... ASA

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Secretarial ..................................................................................... ASB Support Services ........................................................................... ASC Document Production ................................................................... ASD

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Finance and Accounting

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Family: Finance and Accounting (FA) Function: Spanning (FAZ)

Finance Manager II Position Number: 1732

Reference Level: 19

General Characteristics Manages and coordinates the company's financial function across sub-functions such as accounting, cost management, budgeting, finance, audit, credit, collections, and tax to meet company’s business requirements.

This is the top finance position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements financial strategies, guidelines and procedures within broad principles and policies set by the organization to meet finance requirements supporting short and long-term business needs.

• Oversees maintenance of the organization's general ledger and related accounting practices, including payables, receivables, inventories, fixed assets, and payrolls.

• Oversees all company-wide budgeting, financial planning, control, and reporting policies and practices.

• Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the company, including economic/competitive trends, pricing, cash flow, product line evaluation, and capital additions.

• Ensures compliance of the organization’s practices with applicable legislation and tax authorities.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Company’s revenue

>150 million USD 50 - 150 million USD < 50 million USD

Size of team:

Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Finance and Accounting (FA) Function: Spanning (FAZ)

Finance Manager I Position Number: 1831

Reference Level: 17

General Characteristics Manages and coordinates company's financial function including general accounting, cost management, budgeting, and payroll in accordance with corporate policies and procedures to meet company’s business requirements. This is the top finance position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Implements and administers established accounting and controlling

policies, procedures, and practices to meet finance requirements supporting short and long-term business needs.

• Ensures maintenance of general accounting, cost accounting, payroll, payables, and receivables.

• Oversees the preparation of budgets and forecasts.

• Ensures accurate and timely recording and reporting of operating results.

• Provides financial analysis, interpretation of variances from budgets and standards, and advice to management.

• Maintains balances at local banks.

• Manages, motivates and assesses performance of a small team of accountants and financial analysts.

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Finance and Accounting Accounting

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

General Accounting Manager Position Number: 1001

Reference Level: 19

General Characteristics Oversees maintenance of the organization's general ledger and related accounting practices, including payables, receivables, inventories, fixed assets, and payrolls, where accounting activities are centralized. Manages other managers or supervisors. Typically requires the equivalent of professional training in accounting and progressive experience in several areas of accounting.

Representative Activities • Assures that accounting records are prepared and maintained in

accordance with the organization's accounting policies, chart of accounts, and related accounting principles and practices, and that subordinate ledgers reconcile with the general ledger.

• Prescribes methods of providing accounting data for various non-standard reports and statements.

• Interprets for all decentralized components of the accounting function, the organization's general accounting systems and procedures, including those for accounts receivable and payroll.

• Directs maintenance of fixed asset records and related depreciation accounts, and provides interpretative assistance as to the proper capitalization/expensing of outlays, grouping of fixed assets by class, and depreciation methodology.

• Collaborates with management to develop schedules, procedures, and systems to enable the timely and informative accumulation, adjustment, and reporting of financial data.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Supervisor II Position Number: 1002

Reference Level: 17

General Characteristics Provides day-to-day administrative and technical supervision to a small group of professional accountants and clerical personnel for a specific segment of accounting activity. This is the first level of supervision where the incumbent has both administrative and technical responsibility for staff. The area will tend to be specialized (e.g., general ledger, sales budgets) for a larger organization or general accounting for a sub-unit (e.g., plant) or small organization. Overall accounting policies have been prescribed but there is latitude for procedural variation. Has a thorough knowledge of the organization's systems and can modify or develop new procedures to meet specialized needs.

Representative Activities • Makes work assignments, schedules, and reviews work in progress.

• Handles personnel actions including performance reviews, salary recommendations, and coordination of training and development.

• Recommends modifications to standard procedures.

• Participates in determining the proper accounting treatment of complex or unusual transactions.

• Assures adequate documentation/support of transactions and reports.

• Supervises preparation of and approves reports.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Supervisor I Position Number: 1006

Reference Level: 14

General Characteristics Provides day-to-day supervision of a small group of clerical personnel for a specific segment of accounting activity. This is a first level of supervision where the incumbent has administrative responsibility for staff. The area will tend to be specialized (e.g., accounts payable, receivable, plant payroll). Overall accounting policies and procedures have been prescribed but there is some latitude for procedural variation.

Representative Activities • Performs the more complex general and cost accounting activities (e.g.,

troubleshooting).

• Makes work assignments, schedules, and reviews work in progress.

• Ensures timely consolidation of balance sheets, profit and loss, etc.

• Ensures that accounting activities are performed according to legislation.

• Handles personnel actions including performance reviews and salary recommendations.

• Improves and/or modifies standard procedures.

• Assures adequate documentation/support of transactions and reports.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accountant V Position Number: 1003

Reference Level: 17

General Characteristics This is the specialist level of professional typically found in organizations with more than $500 million in annual expenses. Represents a very high level of individual professional contribution and usually regarded as an expert in an area. May lead a small team.

Representative Activities • Performs advanced or specialized work that requires comprehensive

knowledge of accounting theory and principles and above average seasoning.

• Develops non-standard reports and statements.

• Often provides work direction to others.

• May design accounting information systems to facilitate analysis.

• Provides leadership as a technical advisor, rather than through a direct supervisory role.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accountant IV Position Number: 1004

Reference Level: 16

General Characteristics This is the advanced or technical lead level of professional. Has a thorough knowledge of the organization's systems and can modify or develop new procedures to meet specialized needs.

Representative Activities • Performs advanced or specialized work that requires comprehensive

knowledge of accounting theory and principles and above average seasoning.

• Develops non-standard reports and statements.

• Often provides work direction to others.

• May design accounting information systems to facilitate analysis.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accountant III Position Number: 1005

Reference Level: 15

General Characteristics Performs professional accounting work involving compilation, consolidation, and analysis of financial data. May include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation. This is the third progression for the holder of a degree in accounting, equivalent to a middle-level Accountant Professional. Has a good knowledge of the organization's existing systems and the ability to handle most standard issues independently.

Representative Activities • Performs general or cost accounting activities requiring some insight and

depth of understanding.

• Applies accounting techniques and standard practices to the classification and recording of financial transactions.

• Specifics of job content will vary from preparing journal entries and checking supporting entries, to carrying out well-defined steps in cost accounting analysis.

• Drafts segments of statements and reports.

• Begins to handle assignments involving analysis of data.

• Work is generally reviewed at completion for accuracy and soundness.

• May prepare or significantly contribute to preparation of a variety of reasonably standard, periodic "intermediate" or "end products," such as cost reports, trial balances, balance sheets, profit-and-loss statements or statements of sourcing and application of funds.

• As requested, prepares appropriate commentary or explanations relating to report items of particular interest or significance; may use some judgment as to what is of interest. Conducts any pertinent investigation of the accounts involved.

• May contact operating or staff personnel for the purpose of supplying or explaining data, securing information or describing additional data which could be made available; may furnish limited advice on accounting matters, especially where based on well-established principles and practices.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accountant II Position Number: 1007

Reference Level: 14

General Characteristics Performs professional accounting work involving compilation, consolidation, and analysis of financial data. May include any or all of the following: ledgers and preparation of journal entries, fixed asset or inventory accounting, preparation of trial balance or financial statements, cost accounting, bank account reconciliation.

This is the novice level, or second progression for the holder of a degree in accounting. Typically requires one to two years of experience within the accounting function, making this a contributing rather than a training position.

Representative Activities • Performs general or cost accounting activities requiring some insight and

depth of understanding.

• Applies accounting techniques and standard practices to the classification and recording of financial transactions.

• Specifics of job content will vary from preparing journal entries and checking supporting entries, to carrying out well-defined steps in cost accounting analysis.

• Drafts segments of statements and reports.

• Begins to handle assignments involving analysis of data.

• Work is generally reviewed at completion for accuracy and soundness.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accountant I Position Number: 1008

Reference Level: 13

General Characteristics This is a basic accounting position typically occupied by a recent graduate or a longer-term employee who has risen through the bookkeeping ranks. This is the first level of position requiring an understanding of accounting fundamentals and principles, as well as good practice required for bookkeeping. Incumbents are still learning and training at this level.

Representative Activities • Performs general or cost accounting activities requiring some insight and

depth of understanding.

• Applies accounting techniques and standard practices to the classification and recording of financial transactions.

• Specifics of job content will vary from preparing journal entries and checking supporting entries, to carrying out well-defined steps in cost accounting analysis.

• Work is well-defined with review in progress, as well as at completion, for accuracy and soundness.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Payroll Manager Position Number: 5675

Reference Level: 15

General Characteristics Responsible for policy development and management of all payroll related functions to ensure proper set-up, processing, and generation of the company payroll. Has competency in HRIS and its applications.

Representative Activities • Manages a payroll team from both an administrative and technical

perspective.

• Responsible for company’s payroll policy development and set-up.

• Manages the processing of payroll data from a team of Payroll Accountants.

• Provides input from a technical point of view on selection of payroll software.

• Responsible for calculating the effect of changes in the employee population or changes in laws and by-laws.

• Ensures the computing, withholding, and calculating of deductions associated with net pay is done properly, including federal and state withholding and unemployment insurances, as well as direct deposit information.

• Ensures calculations of gross to net payments of expenses related to relocation and expatriation.

• Responsible for entering and maintaining all payroll journal entries to the general ledger and reconciliation of the payroll bank account.

• Communicates with employees with regards to individual salary and deduction considerations.

• Creates analytical reports for corporate and regional management.

• Established expertise in the field and provides counsel and advisory to management.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Payroll Coordinator Position Number: 5682

Reference Level: 12

General Characteristics Performs varied payroll and clerical duties under direct supervision of Payroll Manager. Assigned tasks which require initiative, organization, and independent judgment in solving routine problems.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Payroll Clerk II Position Number: 5687

Reference Level: 11

General Characteristics Similar in responsibilities to Payroll Clerk I. Performs duties necessary for the calculation of accurate wages and salaries of employees. Typically requires detailed knowledge of procedures covering multiple payrolls which require different deduction and tax treatment.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Payroll Clerk I Position Number: 5689

Reference Level: 10

General Characteristics Performs routine duties necessary for the calculation of accurate wages and salaries of employees. Has detailed knowledge of procedures covering payrolls, which require some variations in deduction and tax treatment. While the position is structured to operate with minimum supervision, non-routine problems that arise are referred upwards. All calculations are subject to periodic checks by a supervisor and outside auditors.

Representative Activities • Determines time worked from time sheets and verifies proper

authorizations.

• Calculates payrolls, including standard deductions and taxes and/or prepares payroll data for machine processing, often against tight deadlines.

• Posts payroll data on payroll sheets or terminals, showing all necessary information (e.g., names, working days, time, rate, deductions, etc.).

• Answers routine payroll questions or collects factual data so that others can supply answers.

• Assists more experienced personnel in calculation of special payments or preparation of reports.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Clerk IV Position Number: 1009

Reference Level: 11

General Characteristics Operates as a senior accounting clerk undertaking the more technical clerical accounting operations related to a specific accounting function. May have responsibility for the instruction and guidance of other accounting clerks engaged in routine work. Requires considerable accounting experience and a thorough understanding of accounting techniques as they apply to the activities of the section/department.

Representative Activities • Prepares reports from statistical and financial data to ensure management

receives appropriate information in an accurate and timely manner.

• Maintains ledgers, statements, and accounts within established procedures, taking appropriate action to secure or make payments, resolve discrepancies, etc.

• Troubleshoots and handles the more technical aspects of work handled by less senior clerks.

• Deals with external customers/suppliers in order to resolve non-routine queries and problems.

• Likely to provide technical guidance and assistance in the training of less senior accounting clerks.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Clerk III Position Number: 1010

Reference Level: 10

General Characteristics Undertakes a range of specialized accounting clerical duties within a specific function. This is an experienced accounting clerk with a sound knowledge of book-keeping/accounting techniques, as may apply to the job. Has the ability to arrive at conclusions and follow the most appropriate course of action, within procedure constraints.

Representative Activities • Analyzes data from statements, ledgers, accounts, etc.

• Identifies and undertakes initial investigation of variances against budgets and standards.

• Collates and extracts data and produces routine reports, schedules, summaries, and letters for customers and suppliers.

• May deal with customers and suppliers on the telephone to exchange information and clarify facts.

• May provide ad-hoc analyses and summaries of information as requested.

• May provide technical guidance and assist in the initial training of less senior accounts clerks.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Clerk II Position Number: 1011

Reference Level: 9

General Characteristics Carries out routine accounting clerical duties associated with a specific accounting function. Closely supervised, but able to organize own work to meet priorities and achieve deadlines. Non-routine items will involve a supervisor or more senior clerk. Typically requires some office experience and a good understanding of the procedures related to the job and how they fit the overall functioning of the department.

Representative Activities • Processes payments, invoices, vouchers, etc. within closely defined

procedures.

• Verifies calculations, checks or allocates codes, and checks or obtains information for incorrect or incomplete documents.

• Scans statements, ledgers, and accounts to identify unusual/overdue items and selects the correct procedure for action, referring more complex items to a supervisor or senior clerk.

• Prepares and/or verifies computer input where information is coded for computer processing.

• Investigates statements, ledgers, and records in order to establish the facts required to deal with queries raised by suppliers, customers, and others in the department.

• May prepare ad-hoc information and statistical breakdowns as directed, from readily available sources.

• May raise standard letters in response to queries.

• May have limited telephone contact with customers and suppliers to exchange information.

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Family: Finance and Accounting (FA) Function: Accounting (FAA)

Accounting Clerk I Position Number: 1012

Reference Level: 8

General Characteristics Performs basic manual or computer related accounting tasks, typically within a sub-section of the accounting function. This is a junior accounting clerical position that could be entry-level, or require a modest amount of previous clerical experience. Minimal work organization is required to meet deadlines and non-standard situations are referred to a supervisor or more senior clerk. Typically requires familiarity with routine clerical procedures appropriate to the job and good numeric skills, but does not require knowledge of accounting or bookkeeping.

Representative Activities • Processes payments, invoices, and vouchers in accordance with standard

routine(s), checking for completeness and obvious errors.

• Extracts specified information or adds appropriate standard coding and attachments to documents.

• Compiles simple summaries of information relating to documents processed.

• Locates and extracts information from files and records as requested.

• May perform simple addition, subtraction, multiplication, and division manually or using a calculator.

• May assist more senior clerks under close supervision.

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Finance and Accounting

Controlling

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Family: Finance and Accounting (FA) Function: Controlling (FAG)

Financial Controller II Position Number: 8590

Reference Level: 19

General Characteristics Manages the financial controlling function in accordance with corporate policies and procedures. Ensures development and implementation of financial controlling standards and processes.

Typically is responsible for a large company’s subsidiary or several smaller subsidiaries. Manages a medium size team of and financial analysts.

Representative Activities • Oversees all areas of financial controlling such as general accounting, cost

accounting, payroll, payables, and receivables.

• Selects, develops, and assesses the suitability of processes, formats, and frequency of financial controlling and information collection, collation, and reporting.

• Contributes to the selection of the different parameters used to develop operating and investment budgets (standard costs, activity indicators, economic background, etc.)

• Liaises with units’ managers to validate the budgets and submits these to general management.

• Reviews financial control documentation and provides reports for senior management.

• Provides insight into the reasons for gaps between achievements and budget forecasts, and recommends corrective measures.

• Responds appropriately to management queries in relation to the financial control environment.

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Family: Finance and Accounting (FA) Function: Controlling (FAG)

Financial Controller I Position Number: 1854

Reference Level: 18

General Characteristics Manages consistent financial planning, forecasting, analysis and reporting activities to ensure consolidated reporting to support company’s management in business decision making.

Representative Activities • Manages company’s budget including revenue/direct margin, EBITDA or

CAPEX level and drives the yearly budget exercise and forecast with line management.

• Reports variances of revenue, OPEX, direct margin or investment/contract to provide an accurate financial situation with identification of risk and opportunity.

• Analyzes, recommends and approves investment or profitability for complex files or projects (e.g. infrastructure, new products, and promotions) and selects those that support company’s strategy and optimize its commercial position.

• Develops financial plans, organizes product structure in a business logic way and supports/advises in decision making, investment and customer offers.

• Initiates, coordinates and tracks financial processes improvements and ensures the respect for financial standards and best practices.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

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Family: Finance and Accounting (FA) Function: Controlling (FAG)

Management Controller Position Number: 1694

Reference Level: 17

General Characteristics Supervises all financial controlling activities for a single cost center, such as a plant, in accordance with corporate and division policies and procedures.

Representative Activities • Contributes to policy development in the area of financial controlling.

• Participates in the management team decision making process and has an influence on investment decisions.

• Involved in the customizing of policies, procedures, and practices.

• Conducts analyses and provides recommendations for improvement in both the efficiency and efficacy of the plant operations.

• Implements and administers established financial controlling policies, procedures, and practices.

• Ensures accurate and timely recording and reporting of operating results.

• Provides financial analysis, interpretation of variances from budgets and standards, and advice to management.

• Oversees the preparation of budgets and forecasts.

• Ensures maintenance of general accounting, cost accounting, payroll, payables, and receivables.

• Maintains balances at local banks.

• Manages a small team of accountants and financial analysts, consisting of up to ten people.

Scope Variants

Reference Level 18 Reference Level 17 Reference Level 16

Operating Budget ($ Million):

>$30 $10-$30

<$10

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Family: Finance and Accounting (FA) Function: Controlling (FAG)

Controller Assistant I, II

Position Number 1955 8834

Reference Level 14 15

General Characteristics Supports the financial controlling department with economic and financial analysis necessary for the operational and strategic management of the company, or the business unit.

Representative Activities • Prepares financial analysis, reports, and budget forecasts.

• Assists in the company’s monthly and yearly closing.

• Contributes to the design and management of the budget process.

• Prevents inaccuracies in financial statements by setting up internal control systems and adopting proper policies for financial reporting.

• Reviews financial data periodically to ensure fairness and completeness of the data.

• Assisting in special projects whenever asked.

Scope Variants

I Reference Level 14

II Reference Level 15

Complexity of work

Standardized analysis

Complex analysis with insight

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Finance and Accounting Financial Planning and Analysis

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Planning Manager Position Number: 5702

Reference Level: 20

General Characteristics Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the company, including economic/competitive trends, pricing, cash flow, product line evaluation, and capital additions. Develops long-range budgets and other projective guidelines and measures. This is a high-level analytical position, combining a thorough knowledge of accounting and finance issues with business sense.

Representative Activities • Analyzes and reports external economic trends, including effects of

government legislation, and appraises financial effect on the company.

• Prepares long-term profit/loss forecasts to facilitate management review of capital appropriations, expansion strategies, product line changes, etc.

• Evaluates and provides recommendations for pricing practices, and reviews significant pricing decisions for economic soundness.

• Leads special projects such as the economic evaluation of divestitures or acquisitions, financial effectiveness of internal operations, and product/profit performance.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Sub-Section Manager Position Number: 1024

Reference Level: 19

General Characteristics Formulates, provides advice on, and assures effective implementation of policy, practices, procedures, and systems in the areas of credit, statements, consolidation, and financial planning. Provides analyses, studies, and counsel. This is a high-level expert with a thorough understanding of industry practices, the organization's needs, general business conditions, tax codes and their application, accounting principles and practices, and finance.

Representative Activities • Formulates and assures effective implementation of organization-wide

credit and collection policies, procedures, and standards.

• Monitors execution, including credit lines established for customers and status of accounts receivable.

• Prepares statements reporting the financial position and results of the organization to management, the Board of Directors, shareholders, and regulatory agencies.

• Provides authoritative counsel on proper accounting principles, procedures, systems, and practices.

• Prepares and files consolidated tax returns, monitoring returns prepared on behalf of, or by divisions or subsidiaries.

• Provides counsel and coordinates tax matters.

• Provides economic analyses, studies, and counsel on all matters of potentially significant financial impact to the organization and develops long-range budgets and other projective guidelines and measures.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Credit Manager Position Number: 5712

Reference Level: 19

General Characteristics Formulates and assures effective implementation of corporate-wide credit and collection policies, procedures, and standards. Monitors execution, including credit lines established for customers and status of accounts receivable. This is the top expert on credit policy. Typically requires a thorough understanding of industry practices, the organization's needs, and general business conditions. (The presence of this position will depend on the nature of the organization and its market.)

Representative Activities • Formulates and recommends general credit and collection policies and

assures adherence to accepted standards.

• Participates and/or reviews major lease/purchase or conditional sales contract proposals.

• Hears appeals on credit decisions.

• Maintains frequent liaison with marketing/sales function.

• Approves terms of settlement involving delinquent accounts when situations deviate from established parameters.

• Manages all situations involving bankruptcy or the apparent need for legal proceeds.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Credit Analyst/Representative II Position Number: 5739

Reference Level: 17

General Characteristics Ensures the correct management of the credit policy. Accountable for a customer group or area and reports to the credit manager in a medium-sized or large company. In a small company, this position may be the credit manager and report to the finance and administration manager.

Representative Activities • Contributes to and/or reviews major lease/purchase or conditional sales

contract proposals.

• Maintains frequent liaison with marketing/sales function.

• Supports management in approving terms of settlement involving delinquent accounts when situations deviate from established parameters.

• Manages all situations involving bankruptcy or the apparent need for legal proceeds as requested.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Credit Analyst/Representative I Position Number: 5721

Reference Level: 14

General Characteristics Ensures the correct management of the credit policy. This is a seasoned, individual contributor analyst, typically assigned to a geographic area or product line. In a smaller organization, this may be the only professional position handling credit, but the incumbent would not be a policy maker.

Representative Activities • Conducts credit investigations of existing and new customers and

establishes credit limits.

• Approves credit extension within established guidelines.

• Monitors collections and contacts delinquent customers to resolve issues within established guidelines.

• Recommends action on delinquent accounts.

• May participate in discussions to provide special financing arrangements or work out delinquencies.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Risk Manager Position Number: 1880

Reference Level: 19

General Characteristics Advises on any potential risks to the profitability or existence of the company. Identifies and assesses threats, puts plans in place for ‘if things go wrong’ and decides how to avoid, reduce or transfer risks. May specialize in a number of areas including enterprise risk, corporate governance, regulatory and operational risk, business continuity, information and security risk, technology risk, and market and credit risk.

Representative Activities • Plans, designs and implements an overall risk management process

for the organization.

• Assesses risk by identifying, analyzing, describing, and estimating the risks affecting the business.

• Evaluates risk by comparing estimated risks with criteria established by the organization such as costs, legal requirements and environmental factors, and evaluating the organization’s previous handling of risks.

• Reports risk to various stakeholders – e.g. to the board of directors, business heads, individuals.

• Carries out processes such as purchasing insurance, implementing health and safety measures, and making business continuity plans.

• Conducts audits of policy and compliance to standards, including liaison with internal and external auditors.

• Provides support, education and training to staff to build risk awareness within the organization.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Analyst IV Position Number: 1025

Reference Level: 18

General Characteristics Undertakes complex and critical economic/financial research, using considerable latitude in approach and analysis. Interprets results and provides alternatives for further consideration.

Representative Activities • Provides guidelines for standard cost approaches used in business

decisions and establishes and monitors cost reduction programs.

• Provides direction to functional counterparts in operating units as required, and to operating and senior management on matters involving cost determination problems, or issues such as inventory valuation, distribution of overhead, treatment of joint costs, and product pricing.

• Conducts special studies and analyses such as determination of work-in-house, or subcontract and cost impact of proposed facilities or processes.

• Identifies and investigates issues related to assigned projects, determines scope, and selects approach from the accepted methodology or recommended alternatives.

• Defines assumptions for the quantification and analysis of investments, acquisitions or divestitures.

• Participates in the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

• Prepares and presents interpretation of findings and submits for review.

• May participate in the development and implementation of consequent financial strategies or tactics.

• May supervise and train less experienced analysts.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Analyst III Position Number: 1026

Reference Level: 17

General Characteristics Performs economic/financial research and analyses as assigned for use in the development of business strategies and tactics and in subsequent appraisal of results. Prepares statistical studies and economic forecasts of business conditions and trends and draws relevant conclusions.

Representative Activities • Provides guidelines for standard cost approaches used in business

decisions and establishes and monitors cost reduction programs.

• Provides direction to functional counterparts in operating units as required, and to operating and senior management on matters involving cost determination problems, or issues such as inventory valuation, distribution of overhead, treatment of joint costs and product pricing.

• Conducts special studies and analyses such as determination of work-in-house, or subcontract and cost impact of proposed facilities or processes.

• Identifies and investigates issues related to assigned projects, determines scope, and selects approach from the accepted methodology or recommended alternatives.

• Defines assumptions for the quantification and analysis of investments, acquisitions or divestitures.

• Participates in the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

• Submits findings and interpretations for review.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Analyst II Position Number: 1027

Reference Level: 16

General Characteristics Prepares statistical studies and economic forecasts of business conditions and trends and draws relevant conclusions as requested. Has excellent theoretical and practical knowledge of different financial and analytical techniques, and the capability to plan own work and respect deadlines. Typically requires an advanced degree and two or three years of accounting experience.

Representative Activities • Independently establishes regular monthly, quarterly, and annual financial

results, prepares ad-hoc financial estimates, budgets, and analyses, and ensures that they are all analyzed, commented, and reported according to the instructions received from financial management and external authorities.

• Proposes improvements to systems and methods of work and analysis, and contributes to ensuring that they are continuously adapted to business requirements.

• Provides input to the development of long-range financial forecasts and related budgets, considering alternative scenarios and economic prospects as appropriate.

• May train less experienced analysts.

• Submits findings and interpretations for review.

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Family: Finance and Accounting (FA) Function: Financial Planning and Analysis (FAD)

Financial Analyst I Position Number: 1028

Reference Level: 15

General Characteristics Assists in preparing economic/financial research and analysis for use in the development of business strategies and tactics. Works under direct supervision on routine but productive assignments. This is an entry-level analyst. Typically requires an advanced degree or some accounting experience.

Representative Activities • Researches background materials, including relevant economic and

financial data.

• Quantifies the financial impact of the opportunity or issue involved, including likely returns on investments or payback period for proposed capital expenditures, new products or other investments.

• Assists in the development of long-range financial forecasts and related budgets, and in the preparation of reports.

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Finance and Accounting Audit

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Family: Finance and Accounting (FA) Function: Audit (FAB)

Audit Manager Position Number: 1013

Reference Level: 19

General Characteristics Directs and manages operational and financial audits at headquarters and/or field locations. Plans and schedules audits, staffs and coordinates audit teams, and establishes work standards and procedures for the inspection and appraisal of financial and operational records and controls. Typically requires a thorough knowledge of the organization's audit systems, as well as up-to-date technical expertise and substantial experience in audit practices.

Representative Activities • Selects, develops, and assesses the suitability of processes, formats, and

frequency of audit and risk information collection, collation, and reporting.

• Monitors audit engagements, ensuring proper coverage and appreciation of auditing principles and practice.

• Reviews audit documentation and reviews and/or prepares reports for senior management.

• Recommends revisions to auditing policies, procedures, and programs. At the highest levels, this position may have a greater role in establishing such policies, procedures, and programs.

• Provides organizational awareness and technical expertise in sensitive or complex audit engagements.

• Responds appropriately to management queries in relation to the internal control environment.

• Communicates and provides training in risk management and assurance within the organization.

• Interprets regulations in order to devise the most effective implementation.

• Where necessary, carries out investigations of alleged financial mismanagement, loss of assets or other irregularities.

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Family: Finance and Accounting (FA) Function: Audit (FAB)

Auditor III Position Number: 1014

Reference Level: 16

General Characteristics Performs complex financial and/or management audits in designated areas of the organization to identify, resolve, and/or recommend solutions to management control problems. May serve as the project leader on standard audits, the senior member of large-scale audits or conduct complex audits independently.

Representative Activities • Conducts audits in accordance with audit guidelines and departmental

standards and tests the financial and budgetary controls, documenting any weaknesses.

• Outlines task schedules which comply with general audit program guidelines.

• Ensures that correct procedures are followed and that documentation and transmittal letters are prepared in accordance with departmental standards.

• Provides ad-hoc advice to help departments achieve compliance.

• Supports audit managers in responding to management queries regarding the internal control environment, and in carrying out investigations of alleged financial mismanagement, loss of assets or other irregularities.

• May make recommendations on audit systems and software and assist in the trial, implementation, and training.

• May lead exit conferences depending on the scope, complexity, and sensitivity of the audit findings.

• May be involved in implementation of audit recommendations.

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Family: Finance and Accounting (FA) Function: Audit (FAB)

Auditor II Position Number: 1015

Reference Level: 15

General Characteristics Performs standard management and financial audits to identify exceptions to operating procedures and standards, and develops specific solutions or recommendations. Under the direction of a more senior auditor or project leader, participates in complex audit programs and may perform routine assignments independently. Has knowledge of accounting, computer systems, and general business operations. Typically requires a degree or equivalent, plus one to three years of auditing experience, preferably in a financial institution.

Representative Activities • Follows all procedures outlined in the audit program and conducts more

thorough analyses as problems arise.

• Carries out documentation according to departmental standards.

• May participate in exit conferences.

• May be involved in implementation of audit recommendations.

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Family: Finance and Accounting (FA) Function: Audit (FAB)

Auditor I Position Number: 1016

Reference Level: 14

General Characteristics Performs specific audit procedures on moderately complex financial audits to identify procedural exceptions and probable reasons for their occurrence. Works under specific direction of more senior auditors and project leaders. Typically requires a degree in accounting or a business-related field or equivalent, and up to one year of auditing experience.

Representative Activities • Follows established audit schedules and procedures on assignments which

require basic understanding of accounting principles, control procedures, and audit techniques.

• Contributes to documentation according to departmental standards.

• May be asked to propose solutions to correct any identified procedural exceptions.

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Finance and Accounting Taxation

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Manager Position Number: 1017

Reference Level: 19

General Characteristics Manages a team handling specialty tax areas, responsible for the provision of sound professional advice to management on all tax matters within the relevant discipline. This is a technical expert in tax codes, with a deep understanding of company tax and tax law, and their application to the organization's business. Degree of supervision will depend on overall objectives, issues, and policy matters. Typically requires professional accounting qualifications, with professional tax qualifications desirable.

Representative Activities • Contributes to taxation strategy, implementing the strategy to maximize

opportunities while minimizing tax risk.

• Monitors the organization’s tax structure, making recommendations for changes to optimize the tax position.

• Analyzes new or changed tax legislation/accounting standards to understand the impact on the organization.

• Oversees tax activities and reporting to ensure statutory and effective taxation can be reconciled, audit requirements satisfied, and relevant changes in tax rules taken into account.

• Serves as principal contact for negotiations with revenue auditors and government revenue agencies.

• Directs and coordinates department’s work.

• Maintains supporting accounts and records, interacting with and advising other corporate departments and subsidiaries.

• Coordinates tax issues for litigation/briefing.

• Prepares and presents tax information to senior management for reconciliation and approval.

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Accountant III Position Number: 1019

Reference Level: 17

General Characteristics Plans and manages the completion of tax forecasts and related exercises. Ensures the maintenance of accurate records and provides advice to management on related matters. Works independently on most assignments, but receives technical guidance on unusual problems and needs approval on proposed plans for projects. May supervise a small team of one to three junior taxation staff members on assigned work. Typically requires a degree or equivalent with professional accounting and/or tax qualifications.

Representative Activities • Supervises the timely provision of tax information requested by

management.

• Ensures a broad knowledge of current tax regulations, providing advice to the organization as required.

• Supervises staff and manages their work on specific projects, having first obtained instructions concerning organizational requirements.

• Assists in vetting the more straight-forward of the organization’s tax documents for acceptable, correct wording.

• Attends internal management meetings on a regular basis.

• May deal with straightforward queries from governmental revenue agencies.

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Accountant II Position Number: 1020

Reference Level: 16

General Characteristics Performs a full range of taxation work under readily available direction, but involved in some complex assignments for which there may be no precedents. May specialize in various aspects of tax accounting, such as laws applying to a particular sector or industry.

Representative Activities • Coordinates the preparation of tax returns, examines accounts, and

calculates taxes owed according to prescribed rates, laws, and regulations by required deadlines.

• Independently researches and analyzes key issues to assist more senior staff in the taxation department.

• Ensures all expenditures are accurately recorded and reported to control the organization’s budgeted commitments.

• Leads a variety of assignments, clarifying objectives for subordinates and determining the principles and techniques to be employed

• Provides financial accounting staff with technical tax advice and assistance in tax matters as necessary.

• Prepares and carries out initial investigations into tax issues.

• Prepares reports and studies for management as requested.

• Corresponds and negotiates with governmental revenue agencies at a tactical level.

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Accountant I Position Number: 1021

Reference Level: 15

General Characteristics Provides general assistance to taxation specialists in tasks with relatively few complex features, for which there are precedents. May assist in supervising a small team responsible for the provision of tax research for management. Typically a partially qualified or newly qualified tax specialist.

Representative Activities • Independently researches and analyzes key issues to assist more senior

staff in the taxation department.

• Ensures all expenditures are accurately recorded and reported to control the organization’s budgeted commitments.

• Undertakes a variety of assignments which have clear and specified objectives, requiring knowledge of principles and techniques commonly employed, e.g. coordinating and providing financial and operating information for compilation of tax returns.

• Coordinates and completes various tax returns by required deadlines.

• Provides financial accounting staff with technical tax advice and assistance in tax matters as necessary.

• Prepares and carries out initial investigations into tax issues.

• Prepares reports and studies for management as requested.

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Analyst II Position Number: 1022

Reference Level: 14

General Characteristics Provides analytical support and assistance within a taxation department as assigned. May provide guidance to more junior staff.

Representative Activities • Under general supervision, completes tax provisions, computations, and

statutory returns, and handles straightforward correspondence with external revenue bodies.

• Prepares and submits standard tax returns, assisting in the preparation of more complex computations and information for published accounts and forecasts.

• Performs research for more senior members of the department/company in a wide range of tax specialties.

• Provides general assistance to the company’s tax specialists involved in a variety of taxation work, including research and analysis of key issues.

• Prepares and carries out initial investigations into tax issues under general supervision.

• Contributes to preparation of reports and studies for management attention as requested.

• Responds to straightforward correspondence with governmental revenue bodies under little or no supervision.

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Family: Finance and Accounting (FA) Function: Taxation (FAC)

Tax Analyst I Position Number: 1023

Reference Level: 13

General Characteristics Provides analytical technical support to staff within a taxation department as assigned, generally assisting taxation specialists as required. This is an entry level professional, typically a recent graduate or equivalent, working towards a professional accounting/tax qualification.

Representative Activities • Under general supervision, completes tax provisions, computations, and

statutory returns, and handles straightforward correspondence with external revenue bodies.

• Prepares and submits standard tax returns, assisting in the preparation of more complex computations and information for published accounts and forecasts.

• Performs research for more senior members of the department/company in a wide range of tax specialties.

• Provides general assistance to the company’s tax specialists involved in a variety of taxation work, including research and analysis of key issues.

• Assists in the preparation and initial investigations into tax issues.

• Contributes to preparation of reports and studies for management attention as requested.

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Finance and Accounting Treasury

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Family: Finance and Accounting (FA) Function: Treasury (FAF)

Treasury Manager Position Number: 1882

Reference Level: 18

General Characteristics Ensures monitoring, planning, and managing cash flow and treasury activities to fund business activities in a manner consistent with company’s business objectives.

Representative Activities • Oversees the process of cash flow management and treasury

activities, provides insight in transactions for internal and external control.

• Oversees day-to-day cash management by controlling of cash flow, optimal liquidity position, and interest results.

• Monitors company’s various cash flow forecasts and performs financial modeling.

• Manages long-term and short-term investment strategies.

• Makes funding decisions to ensure support for business activities.

• Supports business lines with regards to treasury activities, during investments and financing, and provision of interest rate quotas.

• Optimizes the development and formulation of procedures and working processes regarding cash management and treasury.

• Builds and maintains contacts with treasury related departments and external financial parties.

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Family: Finance and Accounting (FA) Function: Treasury (FAF)

Treasury Accountant Position Number: 1881

Reference Level: 15

General Characteristics Conducts recording of treasury data, treasury accounting and reporting, cash flow, cash flow planning, short and long term investment management.

Representative Activities • Monitors and analyzes treasury data and produces budgets, forecasts and

financial statements to provide management with high quality steering information on treasury.

• Ensures the filing and archiving of treasury documents, in line with financial guidelines and legal requirements, to be able to trace back information and to comply with legal and (local) audit requirements.

• Monitors and reports on corporate treasury results, treasury risk exposure and compliance to provide management information, initiate corrective actions, and maintain compliant at all times.

• Performs account reconciliations of balance sheet accounts affecting the treasury system such as cash, cash equivalents, investments, debt, and sales.

• Responsible for daily cash flow management and cash flow plan.

• Prepares and reconciles debt schedules, assists in providing credit risk analysis.

• Manages bank relationships including banking activities reporting (bank balances and service fees).

Scope Variants

Reference Level 16 Reference Level 15 Reference Level 14

Nature of role

Executes the accounting and reporting process and handle all complex and exceptional cases. Is also able to manage / coach less experienced Treasury Accountants in Team Leader role.

Executes the accounting and reporting process and handle all treasury cases. Able to perform complex analysis and reporting in a self- reliant way.

Executes the accounting and reporting process and handle all treasury cases. Is coached on more complex analysis and reporting by more experienced Treasury Accountant.

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Family: Finance and Accounting (FA) Function: Treasury (FAF)

Treasury Assistant Position Number: 5681

Reference Level: 13

General Characteristics

Keeps track of the company’s bank account entries and transactions, addresses accounts payable, and supports credit and debit processes.

Representative Activities • Prepares daily records of all banking activity and produces a consolidated

report.

• Tracks daily earnings and expenses and prepares the financial reports on a regular basis.

• Provides support for the treasury function.

• Assists in special projects whenever asked.

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Information Technology / Internet-Based Technology

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Family: Information Technology / Internet-Based Technology (IT)

Function: Spanning (ITZ)

IT Manager II Position Number: 1832

Reference Level: 19

General Characteristics Manages and coordinates company's IT function across sub-functions such as application development, infrastructure development, operations and user support, data management and security to meet company’s business requirements. Has thorough knowledge of hardware, software, data communications, and user applications areas. This is the top IT position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements IT strategies, guidelines and procedures within broad principles and policies set by the organization to meet IT requirements supporting short and long-term business needs.

• Ensures the design, selection, development and maintenance of business application systems are successfully integrated and operated within the company’s business environment.

• Oversees the design and implementation of an assigned technology as well as the integration and performance of all local area networks for the organization.

• Coordinates the use of internal technical support personnel and vendor support to provide higher levels of troubleshooting, maintenance, and an efficient end-user support.

• Leads the management, monitoring, and improvement of both existing and new IT processes like change management, release management and incident management.

• Manages and motivates subordinate staff of IT professionals; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20

Reference Level 19 Reference Level 18

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Company’s revenue

>150 million USD 50 - 150 million USD

< 50 million USD

Size of team: Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Spanning (ITZ)

IT Manager I Position Number: 1833

Reference Level: 17

General Characteristics Manages and coordinates company's IT function including application development, infrastructure development, user support, and data management to meet company’s business requirements. Has thorough knowledge of hardware, software, and user applications areas. This is the top IT position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Manages IT-based operations and services to meet IT requirements

supporting short and long-term business needs.

• Ensures the development and maintenance of business application systems are successfully integrated and operated within the company’s business environment.

• Oversees the implementation of an assigned technology as well as the integration and performance of all local area networks for the organization.

• Coordinates the use of internal technical support personnel and vendor support to ensure troubleshooting, maintenance, and an efficient end-user support.

• Manages, motivates and assesses performance of a small team of IT professionals.

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Information Technology / Internet-Based Technology

Application Development

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Family: Information Technology / Internet-Based

Technology (IT) Function: Application Development (ITA)

Architecture Manager Position Number: 1784

Reference Level: 20

General Characteristics Also may be called: Head of Strategy, Technical Director, Head of Architecture, Strategy Consultant

This job takes a leading role in identifying the strategies required to support the long-term objectives of a major IT function.

The key requirements of this job are breadth of business and technical understanding, gained over long exposure (over 10 years at least) to a wide variety of infrastructure and application projects, and the interpersonal skills to influence decisions taken at a very senior level.

Operates in a large (several billion dollars turnover) business that employees over 250 people in IT and has a budget of around $100 million or more. Typically will report to the Director of IT, although in the very largest businesses (> $1 billion IT budget) may not report directly to the Director of IT.

Representative Activities • Understands the long-term business needs and identifies the relevant

technical platforms and application architectures requires to meet these needs

• Identifies sourcing strategy and strategic partnerships required to support the strategic objectives.

• Provides guidance and assistance to Directors, senior managers and technical staff on technical and strategic issues.

• Provides leadership to an internal strategy and architecture team.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Application Development Manager Position Number: 1029

Reference Level: 19

General Characteristics Accountable for the development and maintenance of applications systems for assigned functional areas or locations of the organization. May be a team leader or manager, with responsibility for systems analysis, applications software, and programming. Has thorough knowledge of hardware, software, data communications, and user applications areas. Typically requires a relevant degree and seven to ten years of progressive experience with applications systems.

Representative Activities • Ensures the development and maintenance of applications systems for

assigned functional areas or locations of the organization.

• Sets a framework for the provision and support of solutions covering areas such as resourcing, program and project management, and development standards.

• Manages a team of engineers in the field of systems analysis, applications software, and programming.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Principal work involved:

Principal work is development of advanced control/decision tools and commercial strength applications systems.

Principal work is application development and maintenance for varied complex types of applications systems.

Principal work is adaptation and maintenance of application systems.

Size of support team:

Team of more than 30 professional staff including sub-team leaders or supervisors is common.

Team of 15 to 30 professional staff members is common.

Team of up to 15 professional staff members is common.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Application Architect Position Number: 6122

Reference Level: 18

General Characteristics Works at the highest systems level to provide expert advice and counsel to user management and IT project teams for systems of the most complex nature. Recognized as technical expert within the department and organization in systems design and analysis. Typically requires a relevant degree and eight to ten years of progressive IT experience.

Representative Activities • Evaluates new technologies and develops departmental standard practices.

• Provides expert advice and counsel to user management and IT project teams for systems of the most complex nature, which typically cross functional/location lines.

• Works under broad management direction.

Scope Variants Variants relate to substantial differences in complexity of systems developed and maintained by the unit. Compensation differences may also depend on whether the environment is mainframe only, client server/linked microcomputer only or a blend of both environments.

Reference Level 19 Reference Level 18 Reference Level 17

Principal work involved:

Principal work of unit is development of advanced control/decision tools and commercial strength applications systems.

Principal work of unit is application development and maintenance for varied complex types of applications systems.

Principal work of unit is adaptation and maintenance of PC and application systems.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Application Designer Position Number: 1033

Reference Level: 16

General Characteristics May also be called: Senior Analyst Programmer, System Designer, Development Team Leader, Project Leader. Undertakes a technical leadership (high level business analysis and application design) and coordination on projects, and/or system maintenance activities. Any designs for particularly critical parts of systems are often submitted to an overall design authority. Likely to have direct control over a small team, but may also formally report into a project manager. Typically requires five to ten years of extensive design experience and excellent analysis capability.

Representative Activities • Leads the process of detailed technical planning.

• Undertakes complex systems designs and leads the development process, using allocated colleagues as necessary for detailed analysis and coding activities.

• Sets priorities and manages systems maintenance activities.

• Leads (from a technical perspective) and coaches a small team of IT professionals.

• May make a significant contribution to defining development standards for the development function, or lead internal projects.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Application Developer II Position Number: 1034

Reference Level: 15

General Characteristics May also be called: Senior Software Engineer, Senior Analyst, Senior Systems Analyst, System Designer, Project Leader. Carries out mainstream application development and provides a support resource. Operates autonomously and without close supervision within a team structure. Capable of designing significantly more complex parts of a system, but work is checked by more experienced colleagues. Likely to have direct control over analyst programmers from time to time, but the programmers may formally report into someone else. Typically requires over five years of extensive development experience.

Representative Activities • Undertakes systems analysis, design, and systems building activities,

delegating some systems building tasks to less experienced colleagues where necessary.

• Manages and progresses a program of system maintenance activities, ensuring change requests and small enhancements are progressed.

• May lead small, lower-risk projects, such as stand-alone systems or functionality enhancements for existing systems.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Application Developer I Position Number: 1035

Reference Level: 14

General Characteristics May also be called: Software Engineer, Senior Analyst, Business Analyst, Programmer. Carries out mainstream application development and provides a support resource. Capable of operating autonomously and without close supervision on many programming and maintenance activities. Self sufficiency is an essential requirement of this role. Typically requires two to three years of development experience, and a range of coding and analysis experience.

Representative Activities • Assists with development by gathering information, performing analysis,

and eliciting the details of user requirements in discussion with users.

• Undertakes programming, analysis, and testing tasks, working within a team.

• Supports application software by fixing problems and making enhancements.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Analyst Programmer II Position Number: 1036

Reference Level: 13

General Characteristics May also be called: Programmer, Application Programmer. Carries out application maintenance and enhancements. Capable of operating autonomously and without close supervision on many programming and maintenance activities. Typically requires one year of development experience and a good working knowledge of the relevant environment and toolset.

Representative Activities • Conducts coding and systems maintenance activities, with available help

and guidance particularly on analysis.

• Assists needs analysis by information gathering and performing analysis.

• Undertakes allocated programming and testing tasks, typically at the unit level, working within a team.

• Supports application software by fixing problems and making enhancements.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Analyst Programmer I Position Number: 1037

Reference Level: 12

General Characteristics May also be called: Junior Programmer, Trainee Analyst Programmer, Junior Application Programmer. Work tends to be task-based and closely supervised. This is a trainee development role, typically requiring only a few months of experience.

Representative Activities • Performs simple programming tasks, working under close supervision.

• May also undertake testing and documentation tasks.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Implementation Engineer Position Number: 1695

Reference Level: 15

General Characteristics Responsible for implementation of complex applications. Provides support to the end-user to install, tune, and use the application. Typically involved with applications such as SAP, Oracle Financials, etc. where the application is a toolbox, with strong emphasis on freedom for the end-user to adjust the application to departmental working processes and circumstances.

Representative Activities • Involved in analyzing, customizing, and modifying applications.

• Defines implementation plan with developers and end-users.

• Organizes new working processes and counsels and coaches the end-users.

• Organizes and provides training programs.

• Identifies structural weaknesses in the use of the application and prepares changes in design or tuning.

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Family: Information Technology / Internet-Based

Technology (IT) Function: Application Development (ITA)

Test Developer Position Number: 6146

Reference Level: 15

General Characteristics Ensures quality standards, project procedures, and deadlines are adhered to. This is the formal team lead level who is the main reference point for problem escalation and is expected to plan and monitor the work of the team. Familiar with relevant programming languages, localization tools, and technologies, in addition to being an authority on the testing process and application functionality. Typically requires strong project management, organizational, and people leadership skills.

Representative Activities • Plans and leads the work of a team, ensuring delivery of the product

within quality standards.

• Ensures that product testing is carried out within budget and established procedures.

• Provides feedback and development input into quality assurance processes and strategy.

• Designs testing scripts and adapts testing scripts from source manufacturers.

• Provides testing support to vendors.

• Works and communicates with other departments and vendors to ensure an effective quality assurance process is maintained and developed in the organization.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Tester II Position Number: 6155

Reference Level: 14

General Characteristics Responsible for testing, but also has an informal team lead role based on experience and ‘expert’ knowledge of program functionality and testing procedures. Designs test scripts and provides overall project guidance and planning support. Expected to be familiar with relevant programming languages, localization tools, and technology. This is an experienced tester who has built up an authority of the testing process, applications, and software/technology behind the product.

Representative Activities • Tests more complex (versus standard) software functionality.

• Provides informal guidance and mentoring to less experienced staff.

• Coordinates the work of the team and follows through on problem identification and resolution to ensure overall quality assurance of the product.

• Writes test scripts for own work and for others.

• Assists in planning projects and resources.

• Provides input into evaluation and enhancement of quality assurance processes and methodologies.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Application Development (ITA)

Tester I Position Number: 6158

Reference Level: 13

General Characteristics Tests localized software according to prescribed procedures. While still working under supervision, expected to move into more functional testing, understanding, and interpretation of the code behind the application. Has a strong knowledge of a specific product application, the wider functionality of the product(s), and how their ‘piece’ of the product fits in. May suggest recommendations for bug/problem resolution, but generally expected to escalate identified and potential problems. This is an experienced tester, while still at a relatively low level. Typically requires one to two years of testing experience in a localization environment.

Representative Activities • Identifies problems and bugs in the localized software according to

prescribed test scripts and testing procedures.

• May provide recommendations for solutions, from experience and strong knowledge of the product.

• Checks fixes and closes bugs; completes the quality testing cycle.

• Escalates potential problems both in terms of specific bugs but also wider functionality issues.

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Information Technology / Internet-Based Technology

Infrastructure Development

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Family: Information Technology / Internet-Based Technology (IT)

Function: Infrastructure Development (ITB)

Network Integrator Position Number: 1038

Reference Level: 19

General Characteristics Accountable for the integration and coordination of all local area and wide area networks for the organization. Responsible for the technical architecture. Typically requires a relevant degree and eight to ten years of progressive IT experience with emphasis on multi-platform client server operating environments.

Representative Activities • Carries out planning, design, installation, and management of hardware,

software, and telecommunications systems.

• Recommends acquisition of new hardware, software, and/or telecommunications systems, as well as network security and access procedures.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Infrastructure Development (ITB)

Network Architect Position Number: 1040

Reference Level: 18

General Characteristics Senior technical expert responsible for the design and implementation of an assigned technology. Typically requires a relevant degree and five to seven years of experience.

Representative Activities • Produces documented frameworks, or architectures, which describe and

are used to manage the implementation of a technical environment.

• Researches development in assigned technology, determines business requirements, proposes changes, and develops migration and implementation plans.

• Provides input into the technology plan for the organization, and ensures that plans for their assigned technology integrate effectively with other aspects of the technical infrastructure.

• Sets and administers standards for overall organization's relational database structure/architecture.

• Advises management on technology purchases and on future projects or environment upgrades/modifications.

• May provide consulting services to project teams on areas of expertise.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Infrastructure Development (ITB)

Network Designer III Position Number: 1659

Reference Level: 16

General Characteristics Designs complex network solutions to support the company’s needs. This position can support both internal and external hardware and software application needs.

Representative Activities • Designs complex networks.

• Analyzes and interprets needs and then delivers detailed solutions.

• Works on complex needs where team working is essential. This can be with both international partners, who may include other telecom companies, and suppliers of both equipment and solutions.

• Keeps abreast of the latest technologies and understands the commercial drivers for his work.

• May produce an Internet network, a mobile network that can offer voice and data services.

• Provides enhancements to existing products, networks that enable value-added services, such as multi-media or charge card services.

• Coaches less experienced colleagues.

• Jobholder is a technical specialist in the field, who will design complex, hardware and/or software.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Infrastructure Development (ITB)

Network Designer II Position Number: 1660

Reference Level: 15

General Characteristics Designs network solutions to support the company’s needs. This position can support both internal and external hardware and software application needs.

Representative Activities • Designs networks using various supplier products.

• Analyses and interprets customer needs and then delivers detailed solutions.

• Keeps abreast of the latest technologies and understands the commercial drivers for his work.

• May produce an Internet network, a mobile network that can offer voice and data services.

• Provides enhancements to existing products, networks that enable value-added services, such as multi-media or charge card services.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Infrastructure Development (ITB)

Network Designer I Position Number: 1661

Reference Level: 13

General Characteristics Provides assistance in network design activities. This position can support both internal and external hardware and software application needs.

Representative Activities • Assists in designing the network.

• Analyses and interprets customer needs.

• Keeps abreast of the latest technologies.

• Assists to produce an Internet network, a mobile network that can offer voice and data services.

• Is involved in enhancements to existing products, networks that enable value-added services, such as multi-media or charge card services.

• The jobholder is technically proficient on one part of the network or specific suppliers.

• Jobholder works under supervision of more experienced colleagues.

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Information Technology / Internet-Based Technology Technical Operations and End User

Support

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Network Operations Manager Position Number: 1039

Reference Level: 18

General Characteristics Leads a team of network administrators who provide continuous monitoring, troubleshooting, and first level maintenance of the various networks (LAN or LAN/WAN) and workstations, across all shifts. Typically requires a relevant degree and eight to ten years of IT experience with emphasis on network administration and on software and applications systems and programming.

Representative Activities • Supervises and provides functional direction to the network administration

team.

• Coordinates the use of internal technical support personnel and vendor support to provide higher levels of troubleshooting and maintenance.

• Monitors overall performance of network(s) and recommends restructuring of, or additions to basic configuration, although not usually substantially involved in network technical design.

Scope Variants Variants relate to complexity of the user organization as indicated by total current annualized information technology and service expenses of the unit(s) served. Compensation differences may also depend on the number of platforms and LAN and/or WAN in the configuration of the environment.

Reference Level 19

Reference Level 18

Reference Level 17

Total Current Annualized Operating Expenses of the Client Unit(s) Served ($ Million):

> $200 $35 - $200 < $35

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Network Administrator II Position Number: 1043

Reference Level: 16

General Characteristics Working within the framework of established operating procedures and in close cooperation with internal and external support personnel, provides troubleshooting and maintenance of data servers, user devices, and communications links, as necessary, to assure operational availability. Focuses on both hardware and software aspects of network operations across a multiple platform LAN/WAN configuration. Typically requires a relevant degree and three to five years of IT experience, including operations and moderately complex systems and programming.

Representative Activities • Monitors use, capacity, and performance of network systems.

• Makes recommendations for changes and may implement agreed enhancements.

• Ensures installation and implementation of new equipment/software as required.

• Maintains effective security/backup and disaster recovery processes and systems.

• Coordinates support, providing hands-on support where necessary.

• Maintains effective relationships with external suppliers to ensure appropriate levels of support.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Network Administrator I Position Number: 1045

Reference Level: 14

General Characteristics Working within the framework of established operating procedures and in close cooperation with internal and external support personnel, provides troubleshooting and maintenance of data servers, user devices, and communications links, as necessary, to assure operational availability. Focuses on both hardware and software aspects of network operations in a LAN environment. Typically requires a relevant degree and up to one year of IT and/or high usage end-user experience.

Representative Activities • Collects data to support the monitoring of use, capacity, and performance

of network systems.

• Carries out agreed enhancements.

• Installs and implements new equipment/software as required.

• Performs activities related to maintaining effective security/backup and disaster recovery processes and systems.

• Provides hands-on support.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Systems Administrator Position Number: 1698

Reference Level: 13

General Characteristics May also be called: Application Administrator, Network Administrator. Provides troubleshooting and non-standard maintenance of data servers, user devices, systems, applications, and communications links, as necessary, to assure operational availability.

Representative Activities • Provides non-standard technical support to network users in response to

specific requests.

• Troubleshoots non-standard hardware and/or software problems.

• Provides training on hardware and/or software use.

• Provides feedback on commonly encountered problems and misunderstandings to enhance user documentation and/or training programs.

• Works within the framework of established operating procedures and in close cooperation with internal and external support personnel.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Network Management Analyst Position Number: 1696

Reference Level: 12

General Characteristics Manages client networks and takes the correct counter measures in case of emergencies. Activities mainly involve network alarms, login-accidents, network analysis, and configuration design, as well as keeping the relevant parties up to date about the progress and general domestic tasks. Deals with a number of affairs to ensure that problems are solved, or that progress is being made in finding a solution, while established service levels are met. Works in accordance with established guidelines and procedures. Typically requires relevant technical education on an intermediate vocational level and at least two years of relevant experience in a similar company/environment, broad knowledge of data communication, and relevant tool sets for network administration.

Representative Activities • Detects network alarms and failures accurately.

• Gives support with network planning, architecture engineering, and development of technical standards and interface applications.

• Researches network failures and guarantees effective troubleshooting.

• Cooperates with the relevant parties to keep gaining progress in finding a solution.

• Quickly implements escalation procedures to guarantee the correct level of management and technical awareness.

• Reports, processes, and terminates incidents correctly in the relevant continuation systems.

• Detects and implements network applications, movements, and changes as reported.

• Executes acceptance tests for new elements in client networks.

• Drafts and distributes maintenance statements for planned and unexpected maintenance.

• Updates and changes client documentation and work procedures if necessary, in accordance with the quality guidelines of the enterprise.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

IT Operations Manager Position Number: 1047

Reference Level: 18

General Characteristics May also be called Operations Manager. Directs the delivery of the complete range of computer and network services required by a major business. Typically requires significant experience in managing the delivery of technical services, together with project management experience in technical infrastructure areas. Typically this position will report to a Director of IT or Head of IT.

Representative Activities • Identifies requirements for IT-based services that exist across the business,

to provide a satisfactory basis for a service and infrastructure plan.

• Identifies and implements the technical and resourcing approaches that are needed to deliver the necessary services effectively and efficiently.

• Delivers and manages all IT services in a way that meets business requirements.

• Ensures that design and selection of business application systems is informed by operational realities, and that new applications systems are successfully integrated and operated within the operational environment.

• Works with other senior managers to ensure that the IT strategy recognizes operational and technical best practice.

• Leads and manages a large team of IT professionals.

Scope Variants

Reference Level 18 Reference Level 19

Staff: > 25 – 50 > 50

Budget responsibility ($Million/year): > 10 > 25

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Operations Team Leader II Position Number: 7436

Reference Level: 16

General Characteristics Responsible for the satisfactory management and completion of an allocated shift, as well as occasional important roles on internal projects, within a large data center. Data center serves multiple business units, whose minute-by minute operations are critically dependant on systems operations, and is at the extreme end of the size/complexity scale. Often leads a team of four to fifteen people, including very experienced operators who are able to accept responsibility for major areas of shift operations. Typically requires a wide breadth of operations experience involving data centers and networks at the high end of the size/complexity scale, clear team leadership capability, ability to instill confidence in senior customers, and some experience at the shift leader level. Reports to a service or operations manager within a data center.

Representative Activities • Ensures that system and network conditions are monitored and that any

service-affecting issues are promptly addressed.

• Confirms that all necessary services are available and that workloads are run in line with required service levels, delegating tasks to members of the team and ensuring effective handover to the incoming shift leader.

• Ensures customer calls are dealt with effectively by the team.

• Manages the problem resolution process for significant systems problems, involving communicating with technical and senior business colleagues.

• Plans and progresses assigned projects involving changes to the infrastructure, application systems or procedures.

• Influences and shapes proposed initiatives to improve their effectiveness.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Operations Team Leader I Position Number: 6257

Reference Level: 14

General Characteristics Responsible for the satisfactory management and completion of an allocated shift, within a data center. Data center may operate a limited shift pattern and serve one or two business units. Provides leadership to a small team, typically one or two other operations staff. Typically requires a wide breadth of operations experience involving data centers and networks gained over several years, together with some leadership capability. Reports to a service or operations or manager.

Representative Activities • Ensures that system and network conditions are monitored and that any

service-affecting issues are promptly addressed.

• Confirms that all necessary services are available and that workloads are run in line with required service levels, delegating tasks to members of the team.

• Ensures that customer calls are dealt with effectively by the team.

• Progresses assigned tasks involving changes to the infrastructure, application systems or procedures.

• Manages the problem resolution process for significant systems problems, involving technical colleagues and communicating with the business.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Computer Operator II Position Number: 6267

Reference Level: 12

General Characteristics Operates and monitors computer equipment using established programs and programs under development. Corrects operating problems at a basic level. This is normally the fully trained computer operator. Supervision is relatively close and technical assistance is close at hand.

Representative Activities • Selects the proper disks/databases/programs and manipulates controls on

the console.

• Observes operating processes in progress and reports any deviation from standards.

• Detects the nature of minor operating problems or failures and makes console adjustments where possible.

• Solves operating problems within well defined procedures and using standardized tools.

• Maintains operating records, such as performance and production reports.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Computer Operator I Position Number: 6270

Reference Level: 11

General Characteristics Assists more experienced computer operators on assigned shift. Works from well-defined, detailed instructions. Incumbent expects to progress to the next level of operator.

Representative Activities • Initializes CPU and performs memory maintenance functions following

non-complex start-up procedures.

• Executes processing flow in accordance with routine operating procedures.

• Monitors control console to check for deviations from standards and status of operations.

• Executes routine queries for machine malfunctions and reports findings to more senior-level operators for disposition.

• Maintains computer operating records, such as machine performance and production reports.

• Loads data-storage devices.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Assistant Computer Operator Position Number: 6273

Reference Level: 10

General Characteristics Assists higher classification operator(s) in operating computer and peripheral equipment, following well-defined detailed instructions. This is an entry/trainee position, in which the incumbent is learning under close supervision.

Representative Activities • Loads and manipulates disks, databases, and programs as directed.

• Observes performance on console, reporting any deviations from standards.

• Operates peripheral EDP equipment as required.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Help Desk Manager Position Number: 6216

Reference Level: 18

General Characteristics Immediate manager or team leader of a group of analysts and specialists who provide end-user computing support services. Has technical expertise in end-user computing activities and in-depth knowledge of hardware, software, and user requirements, and managerial skills to supervise technical personnel in a service-oriented environment. Typically requires a relevant degree and seven to ten years of progressive experience.

Representative Activities • Responsible for providing end-user IT support including portfolio of

software and hardware products.

• Manages evaluation of new products, equipment ordering, and installation.

• Increases efficiency and effectiveness of information flows.

• Keeps the infrastructure available: computers, networks, telecommunications.

• Takes measures for the security of infrastructure and plans fall-back/recovery options.

• Conducts start-up training and ongoing user assistance.

• Works closely with users, IT management, and vendors to assure the availability and compatibility of services.

Scope Variants Variants relate to complexity of user applications and locations, and to size of user population, which may require a substantially larger or smaller support team with noticeably more or less specialization. Compensation differences may also depend on whether the environment is centralized or distributed and whether it is mainframe only, client server/linked microcomputer only or a blend of both environments.

Reference Level 19 Reference Level 18 Reference Level 17

Support Complexity:

High, due to multiple complex user applications,

Typical due to moderate complexity of user

Limited, due to routine nature of user applications,

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large number of user locations and configurations, and/ or very large user population (professional staff of fifteen or more is common).

applications, number of user locations and configurations, and size of user population (professional staff of three to fifteen is common).

relatively few user locations and configurations, and relatively limited user population (professional staff of three or less is common).

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Family: Information Technology / Internet-based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Help Desk Specialist Position Number: 1050

Reference Level: 14

General Characteristics Provides specialized technical support services in an area of IT services related to hardware, infrastructure, software, databases, networks or servers in order to ensure effective and efficient availability, deployment and maintenance of all IT assets.

Representative Activities

• Identifies, researches, analyzes, and resolves information systems problems.

• Records and documents hardware/software problems, system crashes, actions and solutions on the technical database in the problem management system in order to facilitate the monitoring of trends, recurring issues and service delivery.

• Provides second level support by troubleshooting and repairing hardware (computers, servers and equipment), infrastructure (networks) or software (web-based applications, databases, word processing programs) and implementing corrective action to ensure timely resolution of user’s IT issues.

• Provides specialized advice and training to users on the optimal use of computer equipment and software to increase effective and efficient use by clients.

• Manages well defined projects within their own work unit or department which have minimal financial and operational risk to ensure the efficient and effective implementation of upgrades.

• Assists in selection and evaluation of hardware and software to add value to the IT function and the organization.

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Family: Information Technology / Internet-Based

Technology (IT) Function: Technical Operations and End User Support

(ITC)

Support Assistant Position Number: 1700

Reference Level: 12

General Characteristics Provides standard end-user support and troubleshooting.

Representative Activities • Contributes to the development and modification of the network/system

and its various components.

• Installs and updates software.

• Maintains and executes security procedures.

• Collects data, performs analysis, and suggests improvements on usage, disruptions, and problems.

• Solves disruptions/problems.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Help Desk Analyst Position Number: 1046

Reference Level: 11

General Characteristics Provides technical support to clients by analyzing, identifying, and resolving client issues. Issues can vary from simple questions to more complicated matters. Handles many requests in a short amount of time and is responsible for client satisfaction. Typically requires relevant technical education at an intermediate vocational level and six months to one year of working experience in a technical help desk environment.

Representative Activities • Answers calls within time guidelines.

• Analyzes and interprets client questions to determine the problem and solve it.

• Offers fitting and creative solutions for client issues which meet all previously fixed quality standards.

• Escalates calls within the given time guidelines.

• Answers client questions and gives information, advice or instructions to clients.

• Responsible for client satisfaction with regard to all performed activities.

• Answers and registers client questions in the available system.

• Cooperates internally to answer client questions and solve issues.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Systems Specialist III Position Number: 6221

Reference Level: 17

General Characteristics May also be called: Lead Systems Programmer, Systems Programming Team Leader. Provides highly skilled and experienced systems software expertise, working largely autonomously on a range of projects and tasks, typically ranging from several days' to several months' work. Leads mainframe technical strategy on a small site, or plays a leading role in one major area of mainframe technology on a very large site. Typically requires at least eight years of experience in systems software work, including high design content.

Representative Activities • Evaluates relevance of vendors' products and services, often leading the

evaluation process.

• Assesses performance of the mainframe systems, identifying and evaluating the suitability of adjustments that will improve performance.

• Supervises production of new systems software modules, and adaptation or re-configuration of existing system software products.

• May personally develop systems software and implement changes to the software environment.

• Provides technical support to operations staff and application developers during resolution of production problems.

• Advises and assists on high level design of new applications or implementation of packages, to ensure effective operation within the systems environment.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Systems Specialist II Position Number: 6233

Reference Level: 14

General Characteristics Provides technical support to personal computer and PC network users in response to specific requests. Typically requires an associate or bachelors degree in another field and one to two years of end-user experience; any relevant IT experience may be through this assignment.

Representative Activities • Troubleshoots non-complex hardware and/or software problems.

• Provides basic training on hardware and/or software use.

• Manages day-to-day aspects of networks and servers.

• By supervising others, installs PC and server software, hardware, and cabling, including non-standard configurations, providing connectivity where necessary.

Scope Variants Variants relate to job content level in determining the appropriate job match. Larger variant is similar to Information Center Analyst. Smaller job content level works with more routine and clear requests and simpler hardware and software problems. Compensation differences may also relate to whether the environment is centralized or distributed and whether it is mainframe only, client server/linked micro-computer only or a blend of both environments.

Reference Level 15 Reference Level 14

Reference Level 13

Support Complexity:

See Information Center Analyst.

Typical because technical support is provided to network users in response to specific requests. Troubleshooting is for non-complex hardware and software problems.

Limited because technical support of a routine nature is provided in response to clearly framed requests. Trouble shooting is for simple hardware and software problems.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Systems Specialist I Position Number: 6235

Reference Level: 13

General Characteristics May also be called: PC Technician, Desktop Support Analyst, LAN Analyst, Network Technician. Provides a range of technical assistance to users of distributed systems. Often knowledgeable about a particular infrastructure, rather than a full range of experience. Typically requires at least two years of operational experience of standard office applications, operating systems, and networking.

Representative Activities • Installs PC software, hardware, and cabling, including non-standard

configurations, providing connectivity where necessary.

• Manages some day-to-day aspects of networks and servers under the direction of more experienced colleagues.

• Resolves less common problems or queries, received directly by users or via a help desk.

• Provides some one-on-one training for users.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Technical Support Specialist Position Number: 6230

Reference Level: 14

General Characteristics May also be called: Senior LAN Analyst, Senior Network Technician. Provides a wide range of technical assistance to users of distributed systems. May be responsible for the satisfactory performance of a number of servers or networks. Thoroughly conversant with relevant LAN operating systems, networking protocols, and standard application suites, and may also be knowledgeable in some mainframe access methods. Involvement extends to all elements included in supporting end-to-end service; servers, networks, workstations, mainframes. Typically requires at least five years of IT operational experience, covering standard office applications, operating systems, and networking.

Representative Activities • Either personally or by supervising others, installs PC and server software,

hardware, and cabling, including non-standard configurations, providing connectivity where necessary.

• Manages most day-to-day aspects of networks and servers.

• Resolves less common problems or queries, received directly by users or via a help desk.

• Provides some one-on-one training for users.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Technical Operations and End User Support (ITC)

Field Service Engineer Position Number: 1051

Reference Level: 11

General Characteristics Responsible for unrolling, maintaining, and repairing IT products, such as PCs, working stations, printers, terminals, and corresponding hardware. May be involved in upgrading existing systems and providing routine maintenance. All tasks are expected to be executed in accordance with quality standards and technical procedures, leading to a high degree of client satisfaction. Typically requires relevant technical education on an intermediate vocational level and six months to one year of relevant experience.

Representative Activities • Prioritizes and schedules work; works autonomously.

• Executes failure diagnoses, simple troubleshooting, and effective repair of desktop products.

• Escalates calls within the given time guidelines.

• Installs and tests desktop products.

• Installs, tests, and controls basic software for operating systems (DOS, Windows) and standard applications.

• Executes back-ups and repairs PCs.

• Performs upgrades and conversions, including the replacement of hardware such as keyboards, screens, disks, etc.

• Takes care of a strict check of the present inventory by a swift replacement of spare parts.

• Performs standard reporting.

• Installs and configures desktop products in network environments.

• Detects and eliminates PC viruses with standard software tools.

• Solves configuration problems.

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Information Technology / Internet-Based Technology

Data Management and Security

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Database Manager Position Number: 1052

Reference Level: 18

General Characteristics Manages a small group or team to design, maintain, and implement database management systems, which provide the organization with orderly methods of data storage and controlled access to data. Demonstrates technical expertise in applications software, computer hardware, data communications, programming and systems analysis techniques, and continuous operation planning and management. Typically requires a relevant degree and eight to ten years of experience with database management systems.

Representative Activities • Leads the design of new databases or enhancements to existing databases

in line with end-user and application requirements.

• Leads implementation of appropriate database management systems.

• Monitors database performance and takes appropriate action to maintain its availability, accuracy, and efficiency.

• Identifies and implements access controls in line with organizational policies and requirements of the application.

• Provides guidance and advice to database team.

• Liaises with computer operations staff to ensure adequate backup and recovery procedures are in place.

Scope Variants Variants relate to complexity of the user organization as indicated by total current annualized information technology and service expenses of the unit(s) served.

Reference Level 19

Reference Level 18

Reference Level 17

Total Current Annualized IT & Service Expenses of the Unit(s) Served ($ Million):

>$200 $35 - $200 < $35

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Database Architect Position Number: 1055

Reference Level: 17

General Characteristics Accountable for developing and maintaining the organization data model. Has a broad understanding of all systems, applications, and uses of data, as well as knowledge of existing and emerging data modeling approaches and tools. Has high degree of technical proficiency in design of database applications and knowledge of operating interrelationships between databases and the organization's other systems. Typically requires a relevant degree and seven to ten years of experience.

Representative Activities • Monitors and identifies trends in data usage and opportunities to reduce

data redundancy.

• Maintains technical knowledge and understands emerging data concepts.

• Designs, develops, and installs database management systems applications.

• Monitors database usage and takes action/makes recommendations to ensure effective capacity.

• Ensures appropriate linkages to existing database applications and to other data processing systems.

• May provides technical guidance, work leadership, and direction to less experienced database analysts.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Database Administrator Position Number: 1057

Reference Level: 16

General Characteristics Responsible for ensuring the control, integrity, and accessibility of the database file structure of one or more databases with multiple concurrent users. Typically requires a relevant degree and three to five years of IT experience.

Representative Activities • Approves database specifications.

• Installs and tests databases and associated products.

• Provides fault isolation and resolution.

• Designs the distribution of database resources.

• Provides physical modeling and design services.

• Tunes database applications for optimum performance.

• Implements disaster recovery and contingency plans.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Database Analyst Position Number: 1058

Reference Level: 15

General Characteristics Contributes to the effective management of assigned databases and associated applications. Works under close direction of a more experienced database analyst to learn the system's disciplines, languages, procedures, and controls. Typically requires a relevant degree and one to three years of IT experience with database management emphasis.

Representative Activities • Participates in the design of databases.

• Contributes to the maintenance of the data dictionary.

• Supports the making of a detailed conceptual data model and the translation into outline designs.

• Assists in testing and carries out basic modifications to database management systems applications.

• Migrates databases into training and operational environments, safeguarding existing systems from adverse effects.

• Gathers data to contribute to monitoring database usage.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Assistant Database Analyst Position Number: 1701

Reference Level: 13

General Characteristics Contributes to the effective management of assigned databases and associated applications. Works under supervision of more experienced colleagues, assisting them as needed. This is the junior level in data management. Typically requires a bachelor's degree in an IT related field.

Representative Activities • Assists in identifying how to design a database and maintain the data

dictionary.

• Supports the making of a detailed conceptual data model and the translation into outline designs.

• Assists in designing, testing, and modifying database management systems applications and controls.

• Helps to migrate databases into training and operational environments, safeguarding existing systems from adverse effects.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Authorization Officer Position Number: 1786

Reference Level: 12

General Characteristics Contributes to the effective management of the authorization process for databases and applications, in order to control the risk of unauthorized access and to comply with internal and external regulations. Works within specific working instructions and guidelines regarding the authorization process. This is an administrative job in the field of data management and security. Typically requires a vocational degree with three to five years of working experience. Needs good knowledge of the organization and IT systems in order to assess requests for authorization.

Representative Activities • Analyzes authorization requests from end-users and management, gathers

all information needed to validate an authorization request

• Coordinates the authorization process

• Creates awareness with management regarding the risks of unauthorized access

• Provides support in optimizing the authorization process including the development of request forms.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Data Entry Operator II Position Number: 1059

Reference Level: 10

General Characteristics Codes and transcribes data into computer equipment from a variety of source documents, using data-entry devices. This is a seasoned operator, responsible for high levels of output in a production environment.

Representative Activities • Locates the items to be entered on the source document and deciphers

illegible documents.

• Codes items using prepared reference materials.

• Extracts information from several documents in accordance with job directions.

• Proofs work of others through manual check or by using verifying devices.

• Prepares summarization of time logs for charging.

• Checks data controls to assure quality of input.

• Participates in scheduling the flow of work for the unit.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

Data Entry Operator I Position Number: 1060

Reference Level: 9

General Characteristics Transcribes data from source documents using data entry devices and following standardized procedures. Additionally applies coding and application skills to make some determinations, due to exceptions and special instructions, often requiring judgmental decisions in coding.

Representative Activities • Operates alphabetical, numerical or a combination of data entry systems.

• Locates the items to be entered on the source document, sometimes having to decipher illegible documents, and assists in preparing new ones.

• Extracts information from several documents.

• Searches for and interprets information on the documents to determine information to be entered.

• Verifies work of self and others using various devices and procedures.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

IT Security Specialist II Position Number: 1053

Reference Level: 17

General Characteristics Ensures the safety and security of all information systems assets. This is an individual contributor with significant breadth and depth of expertise in the data access/security arena. Typically requires a relevant degree and more than eight years of experience in varied IT, database management, and high exposure end-user situations.

Final responsibility for IT security on strategic, tactical and operational level in a middle sized company.

Representative Activities • Designs and implements procedures and controls necessary to ensure and

protect information systems assets.

• Ensures prevention of intentional or inadvertent access, modification, disclosure or destruction.

• Provides guidance and direction both within IT and among users for the physical protection of information systems assets, corporate information, and intellectual property assets.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Data Management and Security (ITD)

IT Security Specialist I Position Number: 1785

Reference Level: 15

General Characteristics Supporting in ensuring the safety and security of all information systems assets. Typically requires a relevant degree and three years of experience in varied IT, database management, and high exposure end-user situations.

Reports to a higher level IT security specialist or IT Security Manager.

Representative Activities • Controls and monitors IT and telecommunication security within given

authority.

• Identifies and analyzes the operational risks for IT systems security.

• Analyzes business needs in the information security area and recommends and gives opinions on technical security implementations and solutions.

• Supports in the design and implementation of IT security solutions.

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Information Technology / Internet-Based Technology

Service Level and Process Management

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Family: Information Technology / Internet-Based Technology (IT)

Function: Service Level and Process Management (ITE)

Vendor Manager Position Number: 1787

Reference Level: 19

General Characteristics Provides IT Management with purchasing services, contract and supplier management and ensure best value for products and services from vendors. This job covers vendor selection, procurement and contract management processes as well as relationship management with relevant market parties.

Has comprehensive knowledge of market intelligence and international sourcing and had broad experience in vendor management processes. Is recognized as a source of staff expertise for all vendor management activities. Works independently or as a team leader on activities of high risk and complexity.

This is a strategic function reporting to senior IT Management. For this level, the total amount of outsourced contracts is more than $50 million.

Representative Activities • Contributes to the outsourcing strategy of a large IT organization (total IT

budget amounts more than $100 million).

• Responsible for the development and implementation of outsourcing processes and contract management processes.

• Analysis of requirements for IT products and services and selection of vendors.

• Negotiates large contracts with vendors in cooperation with procurement and with mandate from IT management.

• Monitors vendor performance and takes corrective action if necessary.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Service Level and Process Management (ITE)

Service Level Manager II, I Position Number: 1788, 1789

Reference Level: 17, 15

Also may be called: Contract Manager, Service Manager, Third Parties Manager

General Characteristics Responsible for development, management, and monitoring of one or multiple contracts and service level agreements for a broad range of IT products and services. Supports the (commercial or IT) organization by handling standard and extra-service contracts, maintains relations with (internal or external) clients

Typically requires a relevant bachelor education and at least 5 years of relevant working experience, with some managerial/supervisory experience.

Typically reports to a Vendor Manager, Manager Client Services or Manager Service (Level) Management.

Representative Activities • Interprets and defines terms and conditions required for the contract or

service level agreement.

• Contracts and negotiates contract amendments with suppliers or with internal customers and provides guidance on contractual matters.

• Manage contractual performance with (internal or external) suppliers or commercial clients and takes corrective actions if necessary

• Provides expertise to the business on investigation, solution and re-negotiation of the contract or alternative sourcing solutions.

• Researches developments in the management area, advises, and supports, with respect to methods, techniques, and tools.

• Manages the total contract environment from the process point of view, such as directing subcontractors.

• Advises clients concerning possible changing processes.

Scope Variants

Reference Level 17 Reference Level 15

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Scope Focus on end-to-end management of contracts and/or service level agreements for a broad range of IT services and/or products, including management of subcontractors

Focus on monitoring performance of existing contracts and service levels for a specific set of IT services and/or products

Size of contracts

Manages contracts of > $25 million

Manages contracts of > $2 million

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Family: Information Technology / Internet-Based Technology (IT)

Function: Service Level and Process Management (ITE)

ERP Implementation / IT Process Manager II, I

Position Number: 1790, 1791 Reference Level: 16, 14

General Characteristics

Leads the management, monitoring, and improvement of both existing and new ERP/IT processes like change management, release management and incident management. This is accomplished by acquiring a thorough understanding of ERP/IT processes, products, services and its contractual commitments, by monitoring the existing processes and by advising on line management improvements of ERP/ IT processes.

Documentation, maturity assessments, and quality assessments may be performed on processes to meet contractual requirements and cost savings.

Representative Activities • Analyzes and documents existing processes, formats and supporting

systems within the IT organization and makes improvements if necessary.

• Continuous monitoring of process performance (e.g. throughput time incidents) and reports performance to responsible management.

• Coordinates workload within appointed process(es).

• Identifies best practices and applies these to meet efficiency and cost objectives and measurements are applied to demonstrate results.

• Identifies goals that have been established for process performance; identifies contractual commitments that relate to process development and/or deployment.

Scope Variants

Reference Level 16 Reference Level 14

Responsibility Focus on monitoring, less focus on direct improvement. Responsible for the monitoring and improvement of a company wide, complex and critical process.

Responsible for the management of a small, less complex process or processes in a part of the organization.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Service Level and Process Management (ITE)

Planner Position Number: 1699

Reference Level: 12

General Characteristics Schedules activities in the data center in accordance with internal clients, regulated operations procedures, and available system capacity. Typically requires intermediate vocational education and at least five years of relevant working experience.

Representative Activities • Intakes new assignments, discusses terms, possibilities, and time

agreements, and schedules activities in such a way that optimal systems’ productivity is guaranteed.

• Schedules maintenance activities

• Maintains the schedule and initiates adjusting actions if necessary.

• Guards system performance and detects capacity problems, in a timely manner.

• Coordinates contacts with internal clients, management, and internal and/or external suppliers.

• Executes all occurring administrative tasks within the department, including documentation.

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Information Technology / Internet-Based Technology

IT Consultancy

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Family: Information Technology / Internet-Based Technology (IT)

Function: IT Consultancy (ITF)

Managing Consultant Position Number: 1792

Reference Level: 20

Also may be called: Senior Business Consultant, Principal Consultant, Head of Business Analysis, Team Leader Business Consultancy

General Characteristics Takes a leadership role in identifying how a major, complex organization can become more effective, typically by radically re-engineering core processes, and restructuring. Translates client and/or business needs into strategic change proposals and IT programs.

This job requires extensive knowledge of company and competitor business operations, unusually high personal credibility among senior managers, and a thorough understanding of the system development and implementation process, gained on a variety of significant business change projects.

At this level the individual is likely to lead the analysis for projects of many millions of dollars, involving a project team of dozens of people, several of whom will report directly in. In a commercial environment, this job will have significant commercial impact, which is translated in a high sales target.

Representative Activities • Identifies and exposes the business opportunities and implications of re-

engineering projects.

• Leads a team of business analysts in progressing the detail of re-engineering processes and projects.

• Works with business systems colleagues to analyze the high-level information requirements and information flows required to support better processes, and supports business system colleagues through the development process.

• Takes the lead in setting the system testing strategy and in planning implementation, and ensures a team is in place for the testing and implementation phases.

• Persuades senior managers of the benefits of change in situations where there is significant resistance, and likely disruption to business.

• In a commercial environment: identifies sales leads and generates revenue by managing existing clients

Scope Variants

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Reference Level 19 Reference Level 20

Expertise Has specific expertise and leads

knowledge development within a

specific discipline or industry.

Stakeholders are on highest IT

Management level and senior

business management.

Recognized as an expert in a

broad field of business and IT

Management, gives general

direction to IT department,

stakeholders are on executive

level.

Scope Gives advice on tactical matters.

Translates strategy and policies

into improved/changed processes,

(new) guidelines, standards and

models.

Gives advice on strategic

matters. Designs new processes

and models which will

contribute to new insights with

regard to strategic IT decisions.

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Family: Information Technology / Internet-Based Technology (IT)

Function: IT Consultancy (ITF)

Business Consultant Position Number: 1793

Reference Level: 17

General Characteristics Takes an important role in operational, tactical or strategic analysis of a company's total business in relation to used technology. They identify strategic capabilities needed to create and sustain one or more sources of competitive advantage. These capabilities may come in the form of process, information technology, organization enablement, or knowledge.

They identify best practices and client performance gaps, if any. They use tools to identify, align, and change the factors that affect performance, stability, and teaming. Responsible for understanding and assessing a client’s business operations, identifying issues and opportunities and recommending appropriate solutions. They ensure proper translation of business requirements into a set of structured business process, knowledge, technology, and organization specifications that satisfy the client’s strategic and operational objectives.

This job requires extensive knowledge of company business operations, unusually high analysis capability, and a thorough understanding of the system development and implementation process, probably gained on more than one significant business change project.

Representative Activities • Identifies and exposes the business opportunities and implications of re-

engineering projects.

• Development of business cases and performs impact analysis, thereby engaging a wide range of stakeholders within business and IT

• Persuades senior managers of the benefits of change in situation where there is significant resistance, and likely disruption to business.

• Leads a small team of business analysts in progressing the detail of re-engineering projects.

• Works with business system colleagues to analyze the high-level information requirements and information flows required to support better processes, and supports business system colleagues through the development process.

Scope Variants

Reference Level 16 Reference Level 17 Reference Level 18

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Expertise Working and thinking level on Masters level with 3-5 years of experience in a specific functional business environment and related IT systems.

More than 5 years of experience in a specific functional business environment and IT related systems. Excellent consulting skills.

More than 8 years of experience with different business environments and IT systems. Excellent consulting and project management skills, is familiar with an international, multi-cultural environment.

Scope Is appointed to one or more business domains. Focus on clear assignments regarding business analysis as well as implementation of changes with regard to business processes and related IT solutions.

Is appointed to one complex or more diverse business domains. Focus on relationship management, innovation and development of business cases which have a large impact on business processes; ensures realisation of business cases after approval.

Is appointed to more than one global business domain. Focus on strategic relationship management, innovation, expert advice and project management. Develops and implements business cases which have strategic impact on (commercial) business processes. In a commercial environment: generates sales leads for future work

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Family: Information Technology / Internet-Based Technology (IT)

Function: IT Consultancy (ITF)

Business Analyst Position Number: 1794

Reference Level: 14

General Characteristics Responsible for translating business requirements into detailed function specifications and if necessary, for managing requests for changes to the specifications. Has sound knowledge of the organization's systems and processes, expertise in the business area, and current technology advances and IT capabilities. Works mostly on the parts of the analysis processes of major projects and may work alone on small scale standard projects.

Representative Activities • Assists in determining which business requirements can and should be

automated and how these automated functions are integrated into the rest of the business and IT processes.

• Interviews with the internal and/or external clients to understand business requirements.

• Assures functional specifications are consistent with the technology roadmap.

• Contributes to project definitions, initial cost assessment of projects, and the integration of various project suppliers and vendors.

• Focus is on analyses, gives advice on an incidental basis.

Scope Variants

Reference Level 13 Reference Level 14 Reference Level 15

Entry level Entry level position for graduates

Bachelors degree with more than 3 years of experience

Bachelors degree with more than 5 years of experience

Complexity Works under close supervision of more senior colleagues, assists in interviews and reporting activities.

Analysis of moderate complex business requirements, processes and IT systems. Well defined assignments.

Company wide, integral analysis of business requirements, processes and IT systems. Less defined assignments.

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Family: Information Technology / Internet-Based

Technology (IT) Function: IT Consultancy (ITF)

Technical Consultant Position Number: 6123

Reference Level: 17

General Characteristics Provides expert technical advice and counsel in the design and maintenance of major, complex software systems. Typically requires a relevant degree and five to ten years of progressive IT experience, with emphasis on high complexity multi-language programming and multiple platforms. Has knowledge of the capabilities and limitations of systems, peripheral devices, and the most sophisticated programming techniques

Representative Activities • Investigates technically complex software problems and coordinates

problem resolution with software vendors, hardware manufacturers, and/or appropriate in-house personnel.

• Develops complicated design specifications and provides consultative guidance to software project teams on their execution.

• Provides expert advice and counsel to IT personnel and project teams on all aspects of applications programming.

• Evaluates performance of the software system and recommends changes to increase operational effectiveness.

• Evaluates new technologies and develops departmental standard practices.

Reference Level 16

Reference Level 17 Reference Level 18

Complexity of Systems:

Principal work of unit is maintenance and adaptation of application systems.

Principal work of unit is development and maintenance for varied complex systems.

Principal work of unit is development of advanced control/decision tools.

Innovation Contributes to optimalization of existing technologies

Contributes to technical innovation, focus lies on innovation

Leads technical innovation

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instead of complete new technologies

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Information Technology / Internet-Based Technology

Internet-Based Services and Support

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Visionary Position Number: 1834

Reference Level: 19

General Characteristics Responsible for the overall vision of the online products for the company. This position is a key role in integrating the company's strategies among marketing, product management, and product development.

Representative Activities • Designs and develops overall vision of company’s online business.

• Manages the planning and execution of web projects including production schedules and quality assurance.

• Ensures that all web revisions are in-line with the company's overall web strategy and site format.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Administrator Position Number: 6189

Reference Level: 16

General Characteristics Designs and builds web sites in support of the organization’s web strategy. Requires proficiency in working with HTML code, browsers, and graphics applications. Typically requires a relevant degree and progressive experience with a variety of software applications and tools.

Representative Activities • Designs web pages, interface features, and various aspects of the site.

• May work with editorial staff to identify content that will motivate users to access the web site.

• May be responsible for managing or performing web site editorial activities that require technical expertise.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Developer II Position Number: 7456

Reference Level: 15

General Characteristics Designs and creates software modules for use within web-based applications. Software may range from client-based, server-based or back-office software. Typically requires two or more years of relevant web development experience, with some experience in other IT roles.

Representative Activities • Creates advanced web pages (e.g. using Scripting, Java, ASP) through

software such as CGI-based interfaces (e.g. Perl) and back-office systems and database work, though focus is typically on only one or two of these areas.

• Works with a high degree of autonomy.

• Operates in line with overall technical standards.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Developer I Position Number: 7457

Reference Level: 13

General Characteristics Produces program and/or web pages to specified requirements. Uses a range of software such as HTML/ DHTML, scripting (e.g. JavaScript, VBScript), and possibly Java/ C++/ ActiveX code, but will often focus on a subset of these. Typically requires at least one year of relevant experience.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Editor Position Number: 1835

Reference Level: 14

General Characteristics Serves as the content specialist for all web products. This position requires excellent writing and editing skills, in addition to, a current knowledge of web content development practices.

Representative Activities • Sets the editorial style for all web products.

• Edits, writes, and enhances the written content on all web products.

• Works with software application engineers and website developers to ensure consistency on the web.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Search Engine Optimization Manager

Position Number: 1836 Reference Level: 17

General Characteristics Coordinates strategies and oversees implementation of initiatives to increase search engine traffic to the company website.

Representative Activities • Coordinates research of site traffic, content and architecture and analyzes

and recommends updates to optimize search results.

• Identifies opportunities to increase search engine ranking.

• Directs search engine performance tracking and analyzes outcomes for marketing campaigns.

• Participates in performance evaluations of junior representatives and provides training and development to staff as needed.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Search Engine Optimization Analyst Position Number: 1837

Reference Level: 15

General Characteristics Implements initiatives to increase search engine traffic to the company website through search engine optimization techniques such as title and meta tagging, indexing, link building, keyword ranking and overall site architecture and content optimization. Typically requires three to five years of experience.

Representative Activities • Analyzes the site performance and reviews metrics to prepare solutions to

optimize search results.

• Identifies opportunities to increase search engine ranking by evaluating traffic trends.

• Assesses search outcomes for marketing campaigns.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Analytics Manager Position Number: 1838

Reference Level: 17

General Characteristics Managers the custom experience by developing tools focused on consumer web behavior patterns. Creates solutions to enhance visitor experience, while identifying opportunities for potential and existing revenue. Requires experience in web analytics applications, technical understanding of website architecture, and strong database skills.

Representative Activities • Responsible for providing statistics and market intelligence internally to

help with recommendations and forecasting.

• Manages improvement efforts for the company website by using behavioral analysis.

• Participates in performance evaluations of junior representatives and provides training and development to staff as needed.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Web Analytics Analyst Position Number: 1839

Reference Level: 15

General Characteristics Analyzes and optimizes business results and user experience while using site metrics to study website behavior patterns. Typically requires three to five years of experience in web analytics applications, technical understanding of website architecture, and strong database skills.

Representative Activities • Uses quantitative data gathered with software management tools, traffic

extracts, click streams, and drill-downs to develop an understanding of consumer behavior, demographics, and lifecycle.

• Applies statistics-based market intelligence to business issues and formulates recommendations.

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Family: Information Technology / Internet-Based Technology (IT)

Function: Internet-Based Services and Support (ITG)

Client Satisfaction Researcher Position Number: 1840

Reference Level: 14

General Characteristics Determines how consumers interact with company’s website, with a focus on consumer satisfaction, advocacy, and loyalty. Responsible for enhancing client satisfaction measurement program.

Representative Activities • Creates studies of consumers to identify trends and insights.

• Conducts polls or surveys that provide accurate portrayals of trends.

• Maintains a system to respond to questions about client satisfaction and works with other departments to feed trends and insights.

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Human Resources

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Family: Human Resources (HR) Function: Spanning (HRZ)

Human Resources Manager II Position Number: 1062

Reference Level: 19

General Characteristics Manages and coordinates the company's human resources function across sub-functions such as recruitment, training and development, compensation and benefits, and employee relations to meet company’s business requirements. This is the top human resources position for a specific location (store, site, unit, etc.) but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements human resources strategies, guidelines and procedures within broad principles and policies set by the organization to meet requirements supporting short and long-term business needs.

• Develops guidelines and procedures which assist line management in implementing human resources policy, for example: employee training and development programs, safety and security programs, salary structure, performance appraisal and recognition, and compensation and benefit plans below the senior management level.

• Ensures compliance of the organization’s practices with applicable labor legislation and collective labor agreements. Provides advice to managers and ensures uniform interpretation of Labor laws. Secures professional legal support from internal or external legal counsel as required.

• Assists in the articulation of the values and culture of the organization and proposes HR management activities which support the organization’s culture.

• Works with managers to identify human resources issues/problems and provides leadership and support in finding solutions. Serves as a facilitator/mediator to resolve problems, difficulties and grievances which are presented by individual employees. May recommend appropriate measures such as training, reassignment, transfer or out-placement.

• Organizes and supervises HR/personnel services to ensure that highly qualified personnel are recruited, developed and motivated to achieve business objectives.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

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Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Size of employee population supported by HR function

> 1500 employees 500 – 1500 employees

< 500 employees

Size of HR team: Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Human Resources (HR) Function: Spanning (HRZ)

Human Resources Manager I Position Number: 1841

Reference Level: 17

General Characteristics Manages and coordinates the company's human resources function including recruitment, training and development, compensation and benefits, and employee relations to meet company’s business requirements. This is the top human resources position for a specific location (e.g. store, site) but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Assists line management in implementing established human resources

policies, procedures, and practices to meet requirements supporting short and long-term business needs.

• Manages administration and implementation of recruitment, employee training and development, salary structure, compensation, benefits, performance appraisal and recognition plans, safety, health, and security programs.

• Ensures compliance of the organization’s practices with applicable labor legislation and collective labor agreements.

• Works with line managers to identify human resources issues/problems and provides counsel and support in finding solutions.

• Manages, motivates and assesses performance of a small team of HR professionals.

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Human Resources HR Generalist

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Family: Human Resources (HR) Function: HR Generalist (HRA)

HR Business Partner Position Number: 1870

Reference Level: 19

General Characteristics Leads and manages people management agenda in a company’s business unit/area, and acts as a facilitator for the company’s management team. The HR Business Partner is highly experienced HR professional with a broad experience in various HR areas of expertise.

Representative Activities • Acts as a single point of contact for the employees and managers in the

business unit / area in people management agenda.

• Possesses a deep knowledge of the business unit / area, key employees and business processes.

• Builds a strong business relationship with the business unit / area and transfers HR requests and solutions to/from the business unit.

• Implements best practices and supports the delivery of HR processes at the business unit / area.

• Identifies gaps, proposes and implement changes necessary to cover risks.

• Acts as the performance improvement driver and provokes positive changes in the people management.

• Leads the change management projects and manages the HR related internal and external communication.

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Family: Human Resources (HR) Function: HR Generalist (HRA)

HR Generalist III Position Number: 1063

Reference Level: 17

General Characteristics This is a broadly seasoned professional; however, this is not the top human resources position for a specific location.

Provides a variety of services necessary for the recruitment, selection, assignment, motivation, training, and development of qualified employees for a large. Spans more than one area of functional specialization within the human resources function, such as compensation, benefits, labor relations, etc. Emphasis is on the implementation of an organization's programs, though some major human resources functions may be missing. Population served is typically 200 to 700 employees.

Representative Activities • Directs adaptation of broader policies, plans, and programs to meet

accepted objectives.

• Directs administration of local hiring, compensation, benefits, training, safety, health, and security programs.

• Participates in local negotiations and administers the labor agreement.

• Counsels managers on how to handle personnel problems.

• Assures implementation of broader policy and adherence to external regulations.

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Family: Human Resources (HR) Function: HR Generalist (HRA)

HR Generalist II Position Number: 1064

Reference Level: 16

General Characteristics Provides a general personnel service for mostly non-executive levels. This is a well-seasoned professional who handles most day-to-day problems independently. Recognizes the potential for significant precedents and refers these issues to others.

Representative Activities • Participates in the recruitment process, discussing staff needs with line

managers, screening applications, and conducting interviews.

• Assists in career development issues, discussing career paths with line managers and recommending suitable candidates for promotion.

• Investigates and resolves day-to-day employee relations problems, either directly or through advice to line management.

• Conducts routine salary administration tasks, providing advice to managers on the wages and salaries of all employees, except senior management.

• Investigates and advises both management and employees on personnel matters, preparing briefing papers as required.

• Supervises the preparation of supporting paperwork and subsequent filing.

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Family: Human Resources (HR) Function: HR Generalist (HRA)

HR Generalist I Position Number: 1065

Reference Level: 15

General Characteristics Provides general personnel service for largely non-executive levels. Represents a well-grounded, middle seasoned level of human resources professional. Acts with more independence than the entry level position, with work mainly reviewed when completed. Typically involved in several areas rather than specializing in just one.

Representative Activities • Makes decisions on hiring entry-level clerical and production employees.

• Participates in the recruitment process, placing internal and external ads, narrowing down candidates, and preparing documentation.

• Investigates and resolves straightforward benefit claims.

• Helps develop and modify training programs.

• Advises line managers on personnel procedures and precedents.

• Investigates and drafts grievance replies.

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Family: Human Resources (HR) Function: HR Generalist (HRA)

Human Resources Administrator Position Number: 1066

Reference Level: 13

General Characteristics Performs administrative functions of the human resources department. Has a basic understanding of business disciplines and the application of well-defined techniques and procedures. This is an individual contributor who works in two or more human resources areas, such as employment, training, compensation, benefits, and/or labor relations. Typically occupied by a recent graduate with a degree or equivalent, or a longer-term employee who has risen through the administrative ranks.

Representative Activities • Performs administrative functions requiring some insight and depth of

understanding.

• Specific job content may cover activities such as processing and screening job applicants, presenting "off the shelf" training programs, and investigating benefits claims and grievances.

• Work generally follows established procedures and patterns, with review in progress and at completion.

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Family: Human Resources (HR) Function: HR Generalist (HRA)

Human Resources Assistant Position Number: 5981

Reference Level: 12

General Characteristics Performs a variety of clerical and administrative activities specific to the human resources function. Duties include checking personnel related documents for accuracy and completeness, maintaining files and records of a confidential nature, and preparing periodic standardized reports. Work is performed under immediate supervision.

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Human Resources Training and Development

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Family: Human Resources (HR) Function: Training and Development (HRB)

Training and Development Manager Position Number: 1067

Reference Level: 19

General Characteristics Provides overall guidance to training and development activities throughout the organization unit. This is a manager and well-seasoned professional who diagnoses organizational needs, recommends the appropriate mix and emphasis to improve organizational effectiveness, and implements the agreed plan.

Representative Activities • Identifies training needs and determines project costs/benefits.

• Stays aware of external programs and developments.

• Oversees design and presentation of programs.

• Reviews and evaluates the effectiveness of programs.

• May personally conduct selected programs.

• Serves as a technical resource for programs that are developed and presented locally.

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Family: Human Resources (HR) Function: Training and Development (HRB)

Training and Development Specialist III, II

Position Number: 1068, 1069 Reference Level: 16, 15

General Characteristics Plans and organizes training and management development programs to support the organization's initiatives. This is a qualified specialist. Designs and delivers programs for professional employees and identifies externally suitable programs.

Representative Activities • Identifies training and development needs of staff in conjunction with line

managers.

• Initiates, organizes, and undertakes training in the form of courses, workshops, and seminars.

• Prepares training budget, seeks and obtains funding approval, and controls costs against budget.

• Directs planning and organization of all workshops that are offered.

• Writes central core training courses and specific workshops.

• May design and implement assessment programs to identify training needs.

• Interacts with external training consultants to identify course objectives and content.

• May conduct training.

Scope Variants Variants relate to the size of the population for determining the appropriate job match.

III Reference Level 16

II Reference Level 15

Population served: > 1,000 < 1,000

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Family: Human Resources (HR) Function: Training and Development (HRB)

Training and Development Specialist I

Position Number: 1070 Reference Level: 14

General Characteristics Arranges training for individuals or groups within a framework of available programs. This is the first level of specialist. Typically requires a degree in education and training or some experience in the organization as a generalist.

Representative Activities • Identifies training needs in consultation with line management.

• Arranges local and in-house training courses and coordinates arrangements for external courses and seminars.

• Advises employees and management on appropriate training courses, counseling individuals as necessary.

• Makes arrangements for further education and monitors the progress of attendees.

• Supervises the maintenance of accurate training records, monitoring costs and maintaining budgetary control of all training activities.

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Human Resources Compensation and Benefits

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Family: Human Resources (HR) Function: Compensation and Benefits (HRC)

Compensation and Benefits Manager Position Number: 1071

Reference Level: 19

General Characteristics Develops and directs implementation of compensation and benefits programs that provide a competitive level of pay, motivation, and reward to employees, as well as protection. Focuses on cash programs (salaries, bonuses), cash-equivalent programs (stock options), and benefits programs that cover salaried and non-union employee populations. This is a manager and well-seasoned professional who understands the organization's needs, recommends the design of multifaceted programs, and implements them efficiently and sensitively.

Representative Activities • Monitors competitive trends in compensation and benefits and evaluates

alternatives and costs.

• Develops and recommends benefits programs, salary policy lines, administrative procedures, incentives, bonuses, stock options, and other special payment plans for specific segments of the population.

• Monitors the effectiveness of compensation and benefits programs and recommends modification to reduce costs and improve delivery.

• Participates in negotiation of agreements with insurance carriers and financial institutions for administration of benefits programs and provides technical backup to union negotiations on benefits matters.

• Assures that required records and reports are maintained and issued.

• Conducts and participates in surveys.

• Assures proper evaluation of jobs through senior levels.

• Counsels managers on individual salary treatment for benefits programs, such as insurance plans, paid time off, bonus pay, and special employer-sponsored activities.

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Family: Human Resources (HR) Function: Compensation and Benefits (HRC)

Compensation and Benefits Specialist II, I

Position Number: 1072, 1073 Reference Level: 16, 15

General Characteristics Researches, analyzes, and develops modifications to compensation and benefits programs to meet identified organization objectives and needs. This is an experienced specialist. Makes judgments and takes actions that may set precedents. Evaluates and makes recommendations for major changes in organizational programs.

Representative Activities • Analyzes costs and competitive trends in cash compensation and benefits

programs and identifies the organization's position.

• Prepares data and participates in surveys and in reviews of data.

• Develops administrative procedures to monitor and reduce costs and improve delivery of programs.

• Oversees administration of programs and maintenance of required records.

• Documents and evaluates positions up through middle management.

• Advises managers on individual salary treatment and employees on interpretation of plan provisions.

• Participates in development of compensation and benefits policy.

• Prepares employee communications materials.

Scope Variants Variants relate to the different emphases (as described below) as the principal guide for determining the appropriate job match.

II Reference Level 16

I Reference Level 15

Emphasis on policy development and advice to management.

Emphasis on high-level analysis and implementation.

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Family: Human Resources (HR) Function: Compensation and Benefits (HRC)

Compensation and Benefits Analyst Position Number: 1074

Reference Level: 14

General Characteristics Provides analytical and other professional level support to the compensation and benefits function. May assist with job documentation, special studies, job evaluation, salary administration, preparation of communications materials, and training of administrators. This is the first level of specialist. Typically requires a degree in employee relations and some experience in the organization as a generalist.

Representative Activities • Conducts and analyzes survey results to assist in comparing compensation

and benefits plans.

• Assists in merit budget planning and administration.

• Drafts compensation and benefit plan administrative procedures and communications materials.

• Monitors plan costs, identifies problem areas, and reviews changes in compensation and benefits law.

• Trains operating management in the administration of compensation and benefits programs.

• Prepares and maintains position descriptions and participates in evaluation of positions up through the first level of management.

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Human Resources Recruitment and Organizational

Development

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Family: Human Resources (HR) Function: Recruitment and Organizational Development

(HRD)

Recruitment and Resourcing Manager

Position Number: 1884 Reference Level: 19

General Characteristics Develops and manages the implementation of recruitment, selection, and resourcing activities throughout the organization unit. This is a manager and well-seasoned professional who diagnoses organizational needs, recommends the appropriate mix and emphasis to improve organizational effectiveness, and implements the agreed plan.

Representative Activities • Identifies recruitment/selection/resourcing needs to fulfill business

requirements.

• Implements plans and programs to recruit, select and resource necessary human resources in line with company’s recruitment strategy.

• Ensures that company’s recruitment policies, processes and standards are followed at all levels.

• Participates in negotiation of agreements with external recruitment programs and developments.

• Reviews and evaluates the effectiveness of recruitment and resourcing programs.

• Counsels managers on recruitment approach, selection methods, talent management, outsourcing, etc.

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Family: Human Resources (HR) Function: Recruitment and Organizational Development

(HRD)

Recruitment Manager Position Number: 1075

Reference Level: 17

General Characteristics Develops and implements programs to recruit and select the human resources required to meet the organization's business needs. Establishes general hiring standards for all classes of employment, including design of application forms, standardization of screening, interviewing, and monitoring of governmental programs. May oversee the use of search firms and employment agencies, but is not accountable for executive search and recruiting. This is a manager and well-seasoned professional who understands the organization's needs, knows the available resources, and organizes programs to effectively supply the organization's needs. Typical scope is a population served of about 2,000 people.

Representative Activities • Works with managers to identify and define specific new hire

requirements.

• Establishes and monitors hiring standards and practices.

• Designs and administers recruiting programs.

• Recommends candidates for further consideration.

• Maintains external contacts to assure access to potential candidates.

• Provides functional direction and review of local hiring.

• Coordinates special intern programs.

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Family: Human Resources (HR) Function: Recruitment and Organizational Development

(HRD)

Recruitment Officer Position Number: 1076

Reference Level: 15

General Characteristics Ensures the coordination of all recruitment related activities for non-exempt and/or non-managerial staff. May initiate recruitment for ‘junior’ managerial staff and do pre-screenings of applicants. Works independently in the context of broadly defined procedures. Typically requires an in-depth knowledge of the organization, interviewing skills, and recruitment techniques.

Representative Activities • Determines future personnel needs with line management.

• Defines and implements recruitment programs to meet needs.

• Coordinates the placing of internal and/or external ads to find candidates.

• Interviews potential candidates and coordinates with line management to select the best candidate for the job.

• Organizes and supervises administrative tasks related to recruitment, ensuring that all relevant information for new employees is recorded.

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Family: Human Resources (HR) Function: Recruitment and Organizational Development

(HRD)

Recruiter Position Number: 1077

Reference Level: 13

General Characteristics Accountable for attracting and screening potential employees. Concentration is primarily on recruitment of unionized and lower level professional employees. This is a recruitment specialist with a good knowledge of the organization's requirements and sources.

Representative Activities • Works with managers to define candidate qualifications.

• Identifies sources and implements recruitment plan.

• Conducts screening interviews.

• Obtains references in accordance with established organizational procedure.

• Administers appropriate standardized tests to recruits.

• Prepares routine documentation appropriate to the recruitment process and engagement of new employees.

• Obtains temporary employees on request.

• Assures compliance with regulatory requirements.

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Human Resources Employee Relations

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Family: Human Resources (HR) Function: Employee Relations (HRE)

Employee/Labor Relations Manager Position Number: 1078

Reference Level: 19

General Characteristics Develops and directs implementation of plans, policies, and programs affecting the organization's relations with organized employees and their representatives. This is a technical expert in labor agreements. Does not determine overall policy, but develops and implements plans for the continuing relationship with bargaining agencies.

Representative Activities • Researches current and potential labor relations problems, opportunities,

and issues, and evaluates their impact.

• Recommends alternative courses of action.

• Develops plans to address specific issues.

• Coordinates local level negotiation and/or participates in negotiation of multi-location agreements with unions.

• Advises location human resources managers and line management on how to handle specific labor relations problems.

• Handles grievances and serves as the organization's arbitration representative.

• Assures compliance with contractual agreements.

• Maintains informal communications with union leadership on a continuing basis.

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Family: Human Resources (HR) Function: Employee Relations (HRE)

Employee/Labor Relations Representative Position Number: 1079

Reference Level: 17

General Characteristics Interprets and implements provisions of local labor agreements to resolve problems and assure compliance by both parties. This is a seasoned specialist, typically found in large organizations. Operates relatively independently on a day-to-day basis, exhibiting sensitivity to the potential for precedents. In a unionized environment, often acts as a team builder and facilitator.

Representative Activities • Investigates and answers grievances within the framework of the contract.

• Advises managers on how to handle specific situations (e.g., discipline, work practice changes) and their implications in terms of labor agreements.

• Serves as communication link with bargaining unit representatives (stewards/committees) and individual employees to anticipate potential problems and improve understanding of the organization’s position.

• Interprets the labor organization's viewpoint for management.

• Identifies chronic labor relations problem areas and recommends solutions.

• Participates in major contract negotiations.

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Legal Paralegal

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Family: Legal (LG) Function: Paralegal (LGA)

Paralegal Supervisor/Manager Position Number: 6300

Reference Level: 17

General Characteristics Manages, controls, and monitors work of a group of paralegals/legal executives/clerks. Has current knowledge of all subjects concerned with the job. This is a qualified paralegal/legal executive with at least three years of experience.

Representative Activities • Reviews workloads and organizational changes to optimize staff

development and deployment.

• Controls department's budget and plans for future development.

• Ensures work achieves target performance and is in compliance with statutory requirements.

• Provides legal expertise to enable the organization to operate effectively.

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Family: Legal (LG) Function: Paralegal (LGA)

Paralegal III Position Number: 6305

Reference Level: 15

General Characteristics May also be called: Articled Clerk, Legal Executive. Provides assistance and support to legal staff in gathering information, researching the law, and preparing opinions and legal documents. This is an experienced professional, who has solid understanding of the organization, is well seasoned, and functions relatively independently. May serve as lead, providing technical direction to other less experienced paralegals, or supervise clerical personnel. Typically requires formal training through a certified program.

Representative Activities • Undertakes advanced legal work when gathering factual information and

researching statutes, regulations, and court decisions.

• Prepares summaries of findings for attorneys including sound legal research and analysis of key issues.

• Provides non-complex legal advice.

• Drafts contracts, patent applications, resolutions, and other legal documents and tracks litigation.

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Family: Legal (LG) Function: Paralegal (LGA)

Paralegal II Position Number: 7521

Reference Level: 14

General Characteristics Provides assistance and support to legal staff in gathering information, researching the law, and preparing opinions and legal documents. This is an experienced professional. Typically requires formal training and an understanding of the organization gained through experience.

Representative Activities • Gathers factual information relative to legal issues, providing general

assistance to attorneys/solicitors.

• Researches statutes, regulations, and court decisions.

• Prepares summaries of findings for attorneys/solicitors.

• Drafts contracts, patent applications, resolutions, and other legal documents.

• Prepares filings and tracks litigation.

• May undertake basic legal work and prepare reports.

• Has a thorough understanding of all aspects of the legal department's work and its context in the organization as a whole.

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Family: Legal (LG) Function: Paralegal (LGA)

Paralegal I Position Number: 6309

Reference Level: 13

General Characteristics May also be called: Articled Clerk, Legal Executive. Provides assistance and support to legal staff in gathering information, researching the law, and preparing opinions and legal documents. Has knowledge of legal documentation. This is an entry level professional, with new qualifications and limited experience. Receives frequent direction and supervision from more experienced paralegals or attorneys/solicitors.

Representative Activities • Provides general assistance to attorneys/solicitors involving a variety of

legal work, including the gathering of factual information relative to legal issues.

• Prepares and completes legal documents.

• Provides legal advice to other departments in connection with specialist areas.

• Gains a thorough understanding of the legal department's work and its context in the organization as a whole.

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Legal Professional Lawyers

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Family: Legal (LG) Function: Professional Lawyers (LGB)

Legal Advisor IV Position Number: 1087

Reference Level: 20

General Characteristics As a recognized specialist in a complex field of law, provides expert legal services to one or more operating departments as complex legal assignments are completed. This is a legal advisor who can demonstrate increasing competence in applying basic legal skills and departmental practices, plus evidence of maturity and judgment to help analyze and solve legal problems and deal with clients and outsiders. Typically requires nine or more years of experience.

Representative Activities • Works closely with senior management to evaluate legal impact of major

decisions where applicable law, regulations or facts of the case are unclear, controversial or conflicting.

• Writes legal opinions that sometimes require extensive research of statutes, regulations or court decisions in complex areas of the law.

• Prepares defense positions engaging outside counsel as required. Litigations usually involve complex or difficult issues that require a high degree of original and constructive legal effort as they are resolved. Recommends that cases be tried or settled.

• Has increasing contact with clients to receive work that can be handled without supervision.

• Continues usual lawyer's functions of research, preparing legal documents, negotiating with outside parties, rendering opinions, consulting with and advising clients, and representing the company in dealing with others.

• May recruit lawyers and law clerks at law schools.

• Explains problems, ideas, and concepts to junior attorneys that are to be incorporated into work assignments.

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Family: Legal (LG) Function: Professional Lawyers (LGB)

Legal Advisor III Position Number: 1088

Reference Level: 19

General Characteristics Provides full legal services to one or more departments or operating units. Has an ongoing relationship and accountability for the unit being served. This is an operational specialist, but not usually a top legal expert in the organization. Work assignments consist of major legal tasks involving problems of recognized complexity and facts that are occasionally in question, for which considerable legal judgment, experience, and independent reasoning are needed. Typically requires five to eight years of experience and the ability to demonstrate competence in applying basic legal skills consistent with departmental practices.

Representative Activities • Counsels management whenever legally unsound decisions or plans are

being made or when changes in the law occur.

• Supervises preparation of the defense in litigation; works with outside counsel to develop the defense, briefs and guides them, and supervises their work.

• Assists in court trials and recommends whether a case should be tried or settled.

• Provides research, factual information, counsel, and guidance on legal questions or issues.

• Prepares memoranda, initial drafts, and final drafts of legal documents.

• Maintains client contact to receive work, render opinions, and consult and advise; some work handled without supervision or consultation.

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Family: Legal (LG) Function: Professional Lawyers (LGB)

Legal Advisor II Position Number: 1089

Reference Level: 18

General Characteristics Provides legal service to one or more assigned departments or units of the organization. Work involves facts usually not in question, that can be defined or established within the clear definition of the law. Problems are characterized by clear and specific objectives. Matters in question typically have measurable impact on the assigned department or unit. Incumbent receives general supervision from a more senior legal advisor. Follows precedents and works independently on a daily basis. Assignments require some discretion as to their scope. Key points of work are reviewed with alternative courses of action, and unusual situations are presented to the superior for review. Typically requires three to five years of experience and the ability to demonstrate knowledge of basic legal skills and departmental practices.

Representative Activities • Provides research, factual information, counsel, and guidance on basic

legal questions or issues, usually in support of more senior attorneys. Assists in analysis of issues to identify legal problems.

• Prepares memoranda and initial drafts of legal documents. Examines documents for legal sufficiency.

• Receives assignments from more senior legal advisors.

• May be in the initial phase of specialization in one area of law.

• Negotiates and drafts documentation for various company transactions.

• Provides research, factual information, counsel, and guidance on legal questions or issues.

• Assists in the preparation of cases for litigation, reviewing complex documents relating to transactions in which the company is to participate.

• Provides legal advice to several commercial sections of the company and in administrative matters relating to personnel, property leases, etc.

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Family: Legal (LG) Function: Professional Lawyers (LGB)

Legal Advisor I Position Number: 1090

Reference Level: 16

General Characteristics Investigates facts that are well-established and not in question. Handles situations where directly applicable precedents exist, and where the matter in question typically does not have a major impact on the organization. Closely supervised by a more senior legal advisor, with well-described assignments, and thorough work reviews. Typically requires little or no prior legal experience and is newly-qualified, so competence has yet to be demonstrated.

Representative Activities • Provides research, factual information, counsel, and guidance on basic

legal questions or issues, usually in support of more senior legal advisors. Assists in analysis of issues to identify legal problems.

• Prepares memoranda and initial drafts of legal documents. Examines documents for legal sufficiency.

• Receives assignments from senior legal advisors.

• May be in the initial phase of specialization in one area of law.

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Corporate Affairs Government Relations

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Family: Corporate Affairs (CA) Function: Government Relations (CAA)

Government Relations Representative/Lobbyist

Position Number: 1262 Reference Level: 19

General Characteristics Protects, maintains, and enhances the organization’s reputation amongst government stakeholders and influencers by providing a regular interface and communicator for the organization with various government personnel. This is a seasoned professional who interacts with elected and career officials to exchange information about the organization and its interests and concerns. Although not a policy maker, contributes to the definition of issues and preparation of action plans to protect, maintain, and enhance the organization’s reputation.

Representative Activities • Advises on communications implications for the organization’s plans and

actions to ensure government opinion and other factors which could affect the organization are taken into account.

• Monitors and analyzes pending legislation and regulations which may impact the organization's operations and alerts management.

• Analyzes alternatives and recommends appropriate action.

• Plans and coordinates an appropriate contact program between government representatives and senior representatives of the organization.

• Prepares position papers and news releases.

• Advocates organization's position with government representatives.

• Maintains communication links.

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Family: Corporate Affairs (CA) Function: Government Relations (CAA)

Government Relations Professional Position Number: 1800

Reference Level: 16

General Characteristics Provides professional support to senior staff in the area of government relations.

Has knowledge of government policies affecting the company’s business area, and ability to interpret government affairs in light of company’s operations.

Representative Activities • Prepares materials for meetings and other events involving government

representatives.

• Responds to enquiries from government representatives in accordance with company’s confidentiality standards.

• Monitors, analyzes and interprets existing and proposed government legislation and its impact on the company’s activities.

• May interface directly with mid level government authority professionals.

• Coordinates various events and participates in programs to promote and improve the company's image.

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Corporate Affairs Regulatory and Registration

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Family: Corporate Affairs (CA) Function: Regulatory and Registration (CAB)

Regulatory Affairs Manager Position Number: 1802

Reference Level: 19

General Characteristics Manages regulatory affairs activities and ensures regulatory compliance in all company’s business transactions.

Representative Activities • Ensures that company’s regulatory affairs activities are conducted

according to relevant regulations, laws, and standards.

• Oversees the company’s regulatory application process to obtain all necessary permits, licenses, certificates, authorizations, etc.

• Establishes and maintains good relationship with regulatory authorities.

• Liaises with senior level regulatory authorities and participates in industry forums to influence regulatory policies.

• Interfaces with functional managers and understands their business needs (e.g. introducing a new product, entering a new market) for acquiring necessary regulatory permits.

• Provides advisory to company’s management on emerging regulations and developments in industry.

• Manages a team of regulatory affairs professionals.

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Family: Corporate Affairs (CA) Function: Regulatory and Registration (CAB)

Regulatory Affairs Professional II Position Number: 1803

Reference Level: 16

General Characteristics Responsible for administering and processing regulatory function needs. Ensures that regulatory frameworks translated into regulatory policies are implemented.

Has knowledge of regulatory policies and regulations affecting the company’s business area, and ability to interpret regulations in light of operations.

Representative Activities • Prepares applications for the permits, licenses, certificates, authorizations,

and other approvals to conduct company’s business activities.

• Coordinates the regulatory application processes.

• Communicates with other company departments to ensure registration component needs and timing.

• May interface directly with mid level regulatory authority professionals.

• Ensures monitoring and analysis of pending legislation and regulations that may impact the company’s operations, and alerts superior.

• Provides complex analytical and technical support to Regulatory function.

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Family: Corporate Affairs (CA) Function: Regulatory and Registration (CAB)

Regulatory Affairs Professional I Position Number: 1804

Reference Level: 14

General Characteristics Provides day-to-day support to superiors and senior staff to ensure compliance with existing regulatory policies.

Representative Activities • Assists in the processes of product qualification and certification with

regulatory agencies.

• Documents and maintains product dossiers, certifications, licenses, etc. required to operate.

• Provides support to superiors in the development of position papers.

• Is in the learning process of understanding of the existing regulatory policies.

• Provides monitoring and analytical support to ensure internal compliance with regulatory policies.

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Corporate Affairs Public Relations and Communications

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Communications Director Position Number: 5295

Reference Level: 19

General Characteristics Defines and implements external and internal communications strategy to meet business objectives. Champions importance and best practice of communications to raise company’s profile and generate greater involvement in day-to-day affairs.

Representative Activities • Plans and implements the company’s communication strategy.

• Initiates, designs and manages events with press, public, associations according to the communication strategy.

• Facilitates discussions on communications approach or sensitive business initiatives with business heads.

• Supports business heads in case of communication to media with the purpose to match the business plan objectives.

• Works with business heads incorporate core values into meaningful language.

• Acts as spokesman of the company and oversees company’s speech writing.

• Manages a small team of communications support, typically five employees or less.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Communications Manager Position Number: 1707

Reference Level: 17

General Characteristics Ensures communication programs are implemented in line with budgets and overall organizational policies. Typically requires a marketing degree and at least five years experience in communication area.

Representative Activities • Oversees research and planning and provides final edits of

communications documentation.

• Manages planning and execution of communication projects.

• Implements internal and external communication programs in conjugation with related areas of the organization to ensure desired outcomes within budgets and organizational policies.

• Oversees the development and maintenance of intranet and company’s web site.

• Acts as liaison with department managers in order to implement internal communication programs.

• Monitors and tracks information relevant to the company published on press, checks their coherence, and recommends / takes appropriate actions as needed.

• Manages a small team of communications support, typically three employees or less.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Communications Specialist Position Number: 1871

Reference Level: 15

General Characteristics Responsible for communications content that is delivered within and beyond an organization. Typically requires a marketing degree and a couple years experience in communications area.

Representative Activities • Creates communications content and executes communication programs in

line with established policies.

• Follows communication plans and shares company information through a combination of methods such as an internal / external company website, electronic and print newsletters, brochures, posters, flyers, etc.

• Promotes communication guidelines for all employees to use.

• Edits all communications written by company executives.

• Measures and presents results of communications efforts.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Corporate Social Responsibility Manager

Position Number: 1842 Reference Level: 18

General Characteristics Leads the corporate social responsibility effort to build company’s ongoing commitment in becoming a more sustainable, environmentally-friendly and socially responsible company.

Representative Activities • Develops and leads corporate responsibility and sustainability strategy,

communication and programs.

• Advises, guides and works with brand teams, sales leaders and other functions to integrate business responsibility and environmental sustainability into brand and sales planning.

• Identifies new growth opportunities through commercializing responsibility and sustainability within the company.

• Advocates corporate responsibility to various audiences, internally and externally, conveying key company/brand actions and efforts.

• Leads the development of business cases, including ‘return on investment’ assessments to make go/no go decisions for marketing- and corporate responsibility-related initiatives.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Corporate Social Responsibility Specialist

Position Number: 1843 Reference Level: 15

General Characteristics Provides professional support to the corporate social responsibility team to build company’s ongoing commitment in becoming a more sustainable, environmentally-friendly and socially responsible company.

Representative Activities • Ensures that the corporate social responsibility (CSR) company’s program

is kept current for all regulations and market trends.

• Studies, researches and reports on CSR trends, policy and competitive best practices in order to identify program gaps and business or legislative trends that could shape the program.

• Works with various company’s functions and coordinates the CSR reporting process.

• Coordinates CSR company’s internal communication.

• Works with compliance managers to ensure policies and best practices are in place.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Public Relations Representative II, I Position Number: 1105, 1107

Reference Level: 17, 16

General Characteristics Coordinates and supervises public relations activities that facilitate communication of the organization's message to internal and external publics. This is a seasoned individual contributor who can carry out a project with only limited review after the general framework has been agreed upon.

Representative Activities • Generates and evaluates new ideas for articles, press releases, events, etc.

and ensures coordination and consistency with desired organizational image. Presents ideas to management.

• Delegates activities/projects among less experienced assistants, monitors progress, and provides guidance as appropriate, to ensure timely results.

• Serves as liaison with PR agencies, news agencies, event organizers, etc. to ensure project goals are met and timetable/budget parameters are kept.

• Writes/edits significant internal and external communications pieces, including management speeches and parts of annual reports.

Scope Variants Variants relate to the number of employees that work with the organization as the principal guide for determining the appropriate job match.

II Reference Level 17

I Reference Level 16

Number of employees: > 1,000 < 1,000

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Public Relations Assistant Position Number: 1108

Reference Level: 14

General Characteristics Carries out public relations activities that facilitate communication of the organization's message to internal and external publics. This is an individual contributor with limited experience who carries out projects with specific direction and periodic review of progress and results.

Representative Activities • Researches and gathers information for articles, press releases, events, etc.

• Assists in planning projects.

• Writes/edits internal and external communications, including management speeches and parts of annual reports, as outlined by others.

• Serves as liaison with PR agencies, news agencies, event organizers, etc. to monitor compliance with timetable/budget parameters.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Investor Relations Specialist Position Number: 8241

Reference Level: 16

General Characteristics Contributes to the management of the relationship with investors by preparing the relevant documents in order to guarantee updated and clear information on company business strategies, performance and financial results.

Representative Activities • Provides analyses and reports on company’s stock performance, market

positioning against competitors and financial analysts’ studies.

• Prepares fund factsheets, reports on company strategies, business performance and financial results and other marketing material for the public financial communication.

• Develops and maintains relationships with securities analysts, institutional and retail investors, retail brokers, fund managers, financial journalists, vendors and contractors.

• Monitors the accuracy and inclusion of public corporate information that can impact the company stock performance.

• Researches current issues and trends in investor relations.

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Family: Corporate Affairs (CA) Function: Public Relations and Communications (CAC)

Social Media Specialist Position Number: 1844

Reference Level: 15

General Characteristics Conducts the communication of the corporate image through social media networks and tools.

Typically requires two to three years of relevant experience.

Representative Activities • Monitors company online communities and presence.

• Makes initial responses to inquiries, complaints, comments, and other contacts generated through social media and coordinates escalations or further communications.

• Pushes the company message to online communities, media, analysts and the general public.

• Creates marketing opportunities to drive favorable coverage by building relationships with social network influencers.

• Maintains the social network page, blog and micro-blogging content for internal and external communications.

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Marketing

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Family: Marketing (MK) Function: Spanning (MKZ)

Marketing Manager II Position Number: 6424

Reference Level: 19

General Characteristics Manages and coordinates company's marketing function across sub-functions such as market research, brand/product management, trade management, and promotions to meet company’s business requirements. This is the top marketing position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements marketing strategies, guidelines and procedures within broad principles and policies set by the organization to meet marketing requirements supporting short and long-term business needs.

• Oversees market research and monitors competitor activity to identify opportunities and trends within existing and new market segments and to ensure that appropriate response strategies are formulated and communicated.

• Oversees the development of marketing plans for company’s products/brands, including pricing strategies, sales plans, and implementation of product strategies.

• Develops and attains key performance indicators for implemented marketing strategies.

• Oversees brand/product introductions, marketing/sales campaigns, promotion activities, and advertising and assesses their success against the plan.

• Ensures connection between marketing and sales functions and supervises their joint work with distribution channels.

• Contributes to the development of new products and services and coordinates with sales, engineering, and manufacturing functions on design, product specifications and product enhancements/changes as needed.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

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Reference Level 20 Reference Level 19 Reference Level 18

Company’s revenue

>150 million USD 50 - 150 million USD

< 50 million USD

Size of team:

Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Marketing (MK) Function: Spanning (MKZ)

Marketing Manager I Position Number: 1845

Reference Level: 17

General Characteristics Manages and coordinates company's marketing function including market research, brand/product management, and promotions to meet company’s business requirements. This is the top marketing position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Implements established marketing policies, procedures, and practices to

meet requirements supporting short and long-term business needs.

• Conducts market research and monitors competitor activity to identify opportunities and trends within existing and new market segments.

• Develops marketing plans for company’s products/brands, including pricing strategies, sales plans, and implements product strategies.

• Develops and attains key performance indicators for implemented marketing strategies.

• Manages brand/product introductions, marketing/sales campaigns, promotion activities, and advertising and assesses their success against the plan.

• Ensures connection between marketing and sales functions and supervises their joint work with distribution channels.

• Manages, motivates and assesses performance of a small team of marketing professionals.

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Marketing Market Research

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Family: Marketing (MK) Function: Market Research (MKA)

Market Research Manager Position Number: 1091

Reference Level: 18

General Characteristics Supervises the data collection and analysis of customer needs/reaction to products and services to assist in the development of marketing and sales strategies. This is a manager with expertise in study design and interpretation, as well as a broad understanding of the organization's products, services, and markets. Typical context of this position is a sales turnover of around $25 million.

Representative Activities • Provides marketing and sales management with sound market and product

assessment data for planning new products, revitalizing older products, and integrating products and services.

• Works with marketing and business management to identify information needs.

• Supervises the design, implementation, and reporting of all market research projects by outside agencies, to ensure adherence to budget and compliance with project specifications.

• Supervises a team of market research analysts through recruitment, performance evaluation, and motivation.

• Interprets research findings and compiles recommendations for marketing and sales management.

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Family: Marketing (MK) Function: Market Research (MKA)

Market Analyst III Position Number: 1092

Reference Level: 17

General Characteristics Monitors and evaluates market trends and activities in order to identify areas in the market where business can be developed and to propose marketing strategies which will improve the trading position and profitability of the organization.

Representative Activities • Monitors sales volume and contribution potential of all brands/products to

ensure that marketing plans are soundly based and promotional funds are allocated accordingly.

• Develops and maintains relations with the organization's retail customers to monitor their business developments and recommend corrective action to marketing plans where necessary.

• Identifies trade and/or market segments where the trading position could be improved. Makes relevant proposals to ensure that all opportunities are exploited short-term, and relationships are developed longer-term.

• Provides results and information to the sales teams and updates individual account strategies.

• Develops promotional activities for trade/retail in order to maintain margins and reinforce product/brand image.

• Conducts market research to identify new business developments and trends, as well as competitor activity.

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Family: Marketing (MK) Function: Market Research (MKA)

Market Analyst II Position Number: 1093

Reference Level: 16

General Characteristics Analyzes and reports on customer segments and trends to identify product and market opportunities where business can be developed. This is a well-seasoned individual contributor, market research analyst. Has a sound knowledge of techniques and a good understanding of the organization's products, services, and markets.

Representative Activities • Monitors and evaluates the success of the organization's marketing

programs and segmentation strategies through analysis of customer and sales data, and reports on patterns and trends.

• Participates in the design of special internal or external studies to provide focused data.

• Conducts or oversees contract studies.

• Interprets the results of special studies.

• Contributes to the development or revision of marketing strategies.

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Family: Marketing (MK) Function: Market Research (MKA)

Market Analyst I Position Number: 1094

Reference Level: 15

General Characteristics Monitors and assesses sales and market data and produces reports which will assist management in identifying areas in the market where business can be developed and in strategy formulation.

Representative Activities • Monitors and assesses all market related and customer information and

feedback where appropriate, to ensure that the organization maintains an edge over competitors.

• Monitors and assesses sales volume and contribution potential for the organization's brands in all trade sectors and in all retail accounts, to certify that relevant information is used in developing appropriate marketing strategies.

• Builds and maintains close working relationships with sales and marketing and ensures that trade and market intelligence is provided.

• Assists in the development of custom-made trade promotions which will assure that margins are maintained, while reinforcing brand and customer image.

• Liaises with the press and relevant PR contacts.

• Monitors and controls project budgets and forecasts for forthcoming promotions expenditures.

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Family: Marketing (MK) Function: Market Research (MKA)

Marketing Research Analyst II Position Number: 1095

Reference Level: 14

General Characteristics Performs analyses of market conditions, trends, and forecasts under the direction of more senior analysts/officers or management.

Representative Activities • Performs specific components of a larger project directed by a senior

professional.

• Gathers information on market trends and activities, enabling marketing research management to monitor and evaluate market trends and activities in order to propose marketing strategies.

• Analyzes and reports on customer segments and trends to allow marketing research management to identify product and market opportunities.

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Family: Marketing (MK) Function: Market Research (MKA)

Marketing Research Analyst I Position Number: 1096

Reference Level: 13

General Characteristics Accountable for performing analyses of market conditions, trends, and forecasts under the direction of more senior analysts/officers or management. This is an entry level position. Typically requires secondary (high school, non-degree) education only.

Representative Activities • Performs analyses of market conditions, trends, and forecasts and prepares

reports for more senior analysts/officers or management.

• Gathers information on market trends and activities, enabling marketing research management to monitor and evaluate market trends and activities in order to propose marketing strategies.

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Marketing Brand/Product Management

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Brand/Product Manager IV Position Number: 1097

Reference Level: 19

General Characteristics Develops overall plans/programs for specific product lines/markets through the assignment of specific project tasks to project team members. Size and/or complexity of this market is such that more than one professional is usually required to integrate all of the related activities.

Representative Activities • Directs team members to develop business and marketing plans for

assigned products/brands, including pricing strategies, sales plans, and implementation strategies.

• Oversees market research and analysis, promotions, public relations, and advertising associated with assigned brands or products, and assesses their success against the plan. Responsible for budgetary compliance and profit volume.

• Coordinates regularly with sales, engineering, and manufacturing functions on design, distribution, and product specifications/changes as needed.

• Participates in training for junior brand managers and field and customer service personnel on brand/product introductions, enhancements, and new marketing/sales campaigns.

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Brand/Product Manager III Position Number: 1098

Reference Level: 18

General Characteristics Develops the overall plans/programs for a discrete product, brand or significant business segment. Assists in the development of new/existing products and markets in order to effectively contribute to the achievement of the organization's business and marketing objectives. Typically requires significant sales experience to understand this product and its markets, as well as training in planning and market research techniques.

Representative Activities • Develops business and marketing plans for assigned products/brands,

including pricing strategies, sales plans, and implementation strategies.

• Participates in and evaluates market research and analysis, promotions, public relations, and advertising associated with assigned brands or products, and assesses their success against the plan.

• Works closely with sales, engineering, and manufacturing functions on design, distribution, and product specifications/changes as needed.

• Participates in training for field and customer service personnel on brand/product introductions or enhancements, as well as new marketing/sales campaigns.

• Liaises with specialist departments to ensure the effective operation and production of new/revised products.

• Negotiates with other internal departments, in order to agree on new product opportunities or developments within set time-scales and budgets.

• May supervise one or two assistants.

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Brand/Product Manager II Position Number: 1099

Reference Level: 17

General Characteristics Proposes, implements, and monitors brand/product marketing plans to achieve sales and profit objectives for allocated brands/products.

Representative Activities • Controls expenditure within budget for new product development and

promotions.

• Prepares brand/product marketing plans and discontinuation plans to ensure that the product range is in tune with market opportunities.

• Prepares sales and profit estimates and project manages production and distribution for promotions, etc.

• Liaises with internal departments and external agencies to ensure full communication and success of marketing plans.

• Contributes to creativity of product packaging, presentation, and promotional activities.

• Constantly monitors performance of managed brands/products to ensure it meets organization objectives.

• Ensures effective administration of brands/products through marketing proposals, product briefs, brand plans, etc.

• Identifies new business opportunities for new products, re-launches, packaging changes, and range extensions, and proposes initial plans to exploit these opportunities.

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Brand/Product Manager I Position Number: 1100

Reference Level: 16

General Characteristics Administers tactical programs of an assigned brand/product line and assists in the development of overall plans and programs. Focuses on a specific, discrete brand or product, primarily as an implementer rather than a developer. Typically requires prior sales experience or marketing training.

Representative Activities • Tracks and analyzes brand/product performance and trends in terms of

volume and profitability.

• Maintains close contact with sales, manufacturing, and distribution functions to sense business conditions and trends.

• Administers pricing and inventory programs on a daily basis.

• Coordinates and/or conducts special studies and promotional projects.

• Contributes to business and marketing plan development and modification.

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Assistant Brand/Product Manager Position Number: 1101

Reference Level: 15

General Characteristics Assists in the initiation, development, coordination, and monitoring of assigned marketing activities for relevant products/brands and/or development programs. This is an entry-level position.

Representative Activities • Contributes to the development of short- and long-term business and

marketing plans for assigned products/brands.

• Contributes to the planning, monitoring, execution, and evaluation of advertising media, consumer and trade promotions, price, quality, packaging, and PR programs.

• Contributes to development and implementation of brand/product development plans and monitors progress of specific projects.

• Liaises with sales and marketing services in analyzing and evaluating general market and sales data on assigned brands/products, to monitor volume/business trends versus plan.

• Reviews new product development and product analysis in order to maintain awareness of trends and activities.

• Monitors advertising and promotion expenditure on assigned products/brands to control budgets.

• Prepares and presents assigned product/brand business reviews and forecasts.

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Family: Marketing (MK) Function: Brand/Product Management (MKB)

Innovation Manager Position Number: 1874

Reference Level: 19

General Characteristics

Exploits ideas, identifies innovation opportunities, and translates ideas into actionable and profitable business.

Representative Activities

• Defines business innovation objectives while understanding existing market needs and business gaps.

• Gathers ideas to grow the business using various resources such as market information, consumer insight, personal networks, people that might not otherwise interact, etc.

• Provides constructive coaching to stimulate and research unusual ideas with high potential business impact.

• Combines creativity and feasibility to establish innovation plans supported by financial estimates of the business opportunity.

• Engages key stakeholders across the business to ensure successful implementation of innovation projects.

• Leads multi-disciplinary project teams to develop and refine product prototypes into solutions that best fit the company’s business.

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Marketing Trade Marketing

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Family: Marketing (MK) Function: Trade Marketing (MKC)

Trade Marketing Manager Position Number: 1102

Reference Level: 18

General Characteristics Contributes to implementation and management of trading policies defined for the company/division. Identifies, suggests, and implements the annual plan for promotions and merchandising activities aimed at consolidating and developing the company’s presence in the relevant market, in line with guidelines received and company marketing policies. Ensures connection between marketing and sales departments, gathering, interpreting, and sorting information to be exchanged between the two functions and supervising their joint work with distribution channels. May report to either to a functional marketing or sales head.

Representative Activities • Develops and submits the annual plan of promotional activities by brand,

customer, period, and price, in cooperation with the sales department and on the basis of analyses, market evaluations, historical trends, and indications provided by the manager, in compliance with marketing policies defined by the company.

• Ensures implementation of the trade marketing plan, performing the relevant checks and corrective actions in case of deviations and on the basis of market evolutions.

• Defines and submits merchandising policies and assures implementation through management and control of the relevant external structure.

• Keeps updated and has full knowledge of the market, from both the supply and the demand point of view, through ongoing monitoring of trends and evolutions.

• Contributes to the development of analyses to support the sales function, and provides timely information for other departments and management.

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Family: Marketing (MK) Function: Trade Marketing (MKC)

Assistant Trade Marketing Manager Position Number: 1103

Reference Level: 15

General Characteristics Assists with implementation and management of trading policies defined for the company/division. Supports management in identifying, suggesting, and implementing the annual plan for promotions and merchandising activities aimed at consolidating and developing the company’s presence in the relevant market, in line with guidelines received and company marketing policies. Contributes to the connection between marketing and sales departments, gathering, interpreting, and sorting information to be exchanged between the two functions and assisting management in supervising their joint work with distribution channels. This is an entry level position.

Representative Activities • Contributes to the development and submission of the annual plan of

promotional activities by brand, customer, period, and price, in cooperation with the sales department and on the basis of analyses, market evaluations, analyses of historical trends, and indications provided by the management, in compliance with marketing policies defined by the company.

• Contributes to the implementation of the trade marketing plan, performing the relevant checks and recommending corrective actions, in case of deviations and on the basis of market evolutions.

• Contributes to the development, submission, and implementation of merchandising policies through monitoring and making recommendations for management and control of the relevant external structure.

• Keeps updated and has full knowledge of the market, from both the supply and the demand point of view, through ongoing monitoring of trends and evolutions.

• Contributes to the development of analyses to support the sales function, and provides timely information for other departments and management.

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Family: Marketing (MK) Function: Trade Marketing (MKC)

Pricing Manager Position Number: 1795

Reference Level: 18

General Characteristics Responsible for developing and defining pricing for company products. Requires a seasoned professional, typically with seven years of relevant experience.

Representative Activities • Works closely with various functional areas across the organization

including sales, marketing, and finance.

• Develops pricing policies for company’s products in line with company’s pricing strategy.

• Prepares reports and pricing models for management.

• Evaluates risk, develops, and recommends price points for both new and existing product business lines.

• Researches and resolves pricing issues and analyzes market demands for competitive pricing.

• Ensures pricing strategy is aligned with business goals.

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Family: Marketing (MK) Function: Trade Marketing (MKC)

Pricing Analyst Position Number: 1846

Reference Level: 15

General Characteristics Provides analytical support to a pricing manager by generating, evaluating, and recommending pricing scenarios for company products and services. The position requires a professional, typically with three to five years of relevant experience.

Representative Activities • Researches, collects, analyzes statistical pricing information, and prepares

reports based on actual costs, competitive market dynamics, company policies, government regulations and business objectives.

• Conducts detailed pricing estimates, develops pricing models, and recommends pricing scenarios.

• Seeks input from various functional areas across company including manufacturing, sales, marketing, product development and finance.

• Stays current on pricing trends and product offerings and collaborate with vendors to understand which factors influence prices.

• Explores new marketing opportunities and risks.

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Marketing Promotions and Advertising

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Family: Marketing (MK) Function: Promotions and Advertising (MKD)

Market Communications Manager Position Number: 1104

Reference Level: 17

General Characteristics Coordinates and supervises promotion activities that raise customer awareness of product offerings. This is a seasoned individual contributor who can carry out a project with only limited review after the general framework has been agreed upon.

Representative Activities • Generates and evaluates new ideas for promotions, articles, press releases,

publicity, etc. and ensures coordination and consistency with internal marketing/advertising/sales professionals. Presents ideas to management as appropriate.

• Delegates activities/projects among junior representatives, monitors progress, and provides guidance as appropriate, to ensure timely results.

• Serves as liaison with PR agencies, news agencies, event organizers, etc. to ensure project goals are met and timetable/budget parameters are kept.

• Participates in performance evaluations of junior representatives and provides training and development to staff as needed.

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Family: Marketing (MK) Function: Promotions and Advertising (MKD)

Promotions Manager Position Number: 1106

Reference Level: 16

General Characteristics Markets the organization's products or services using point of sale materials, promotional activities, and media, within agreed budgets, in order to maximize sales and achieve organization objectives.

Representative Activities • Devises and implements promotional activities, such a customer

incentives, to maximize sales.

• Advises the buying department on competitors’ pricing and promotional campaigns.

• Continually monitors product/brand performance and liaises with the sales department to formulate action plans.

• Controls the placement of organization advertising and liaises with advertising agencies to develop ideas and campaigns.

• Communicates campaigns/promotions and plans to outlets and other internal management departments.

• Generates marketing ideas and plans in line with organization image and objectives.

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Family: Marketing (MK) Function: Promotions and Advertising (MKD)

Promotions Assistant Position Number: 1109

Reference Level: 13

General Characteristics Assists with creation and implementation of promotional programs, in order to generate maximum awareness.

Representative Activities • Monitors promotions activity and provides information during all stages of

development.

• Generates and evaluates ideas for new promotions in order to ensure consistency with brand/product image.

• Assists the promotions managers in liaising with the sales department in order to provide support for day-to-day problems.

• Coordinates all aspects of promotional activity.

• Communicates with internal marketing functions and external agencies to monitor time table and progress.

• Acts as events manager in coordinating with organizers and the sales department.

• Liaises with press and PR agencies or internal departments to monitor progress and exchange information.

• Assists with monitoring project budgets.

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Marketing E-Commerce

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Family: Marketing (MK) Function: E-Commerce (MKE)

E-Commerce Manager Position Number: 8258

Reference Level: 18

General Characteristics Also known as Online Marketing Manager.

Implements online marketing strategy using consumer research and analytics to best reach the target consumer and achieve optimal efficiency and effectiveness. This is an expert in the needs and behaviors of the targeted online consumer. Typically requires eight years of marketing experience and an in-depth understanding of e-commerce.

Representative Activities • Develops strategies and plans for implementing new features, tools, and

processes for online customers.

• Assists in developing and maintaining the annual marketing calendar.

• Manages effectiveness and analysis of marketing campaigns in order to make adjustments.

• Ensures training and development of e-commerce product managers.

• May be responsible for an e-commerce sub-function such as e-mail campaigns, paid search marketing, customer relationships or website promotions.

• Must remain up-to-date on current and emerging e-commerce trends.

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Family: Marketing (MK) Function: E-Commerce (MKE)

E-Commerce Product Manager Position Number: 8259

Reference Level: 16

General Characteristics Accountable for the selection, design, and specification of a standalone e-commerce product. Typically requires five years of marketing experience and a sound understanding of e-commerce.

Representative Activities • Investigates and selects profitable product lines within guidelines outlined

in the marketing strategy.

• Plans product concepts and specifications and may investigate and recommend suitable sources.

• Monitors performance of products/product lines.

• Works with cross-functional teams and key business partners to define and envision new product features.

• Understands which products sell effectively and profitably through the web and pursues potential e-commerce product lines.

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Family: Marketing (MK) Function: E-Commerce (MKE)

E-Commerce Analyst Position Number: 8260

Reference Level: 14

General Characteristics Also known as Online Marketing Specialist or Measurement Solutions Analyst.

Responsible for collecting, analyzing, and reporting data to measure the impact of online marketing vehicles and online features and services. Typically requires two to three years of market research experience and a good background of e-commerce.

Representative Activities • Conducts analyses on data, including site traffic, click navigations, page

performance, shopping behavior, and purchase conversion.

• Creates regular reports on company’s e-commerce performance, trends, and market specifics.

• May write online content with the goal of attracting customers and increasing sales.

• Assists e-commerce staff in developing promotional content.

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Category Management Category Management

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Family: Category Management (CM) Function: Category Management (CMA)

Category Manager IV Position Number: 1110

Reference Level: 20

General Characteristics Develops the category strategy/strategies and achieves sales, profitability, waste, and market share targets within company policies, principles, and specific objectives.

Representative Activities • Uses trends analysis to develop and deliver category business plans and

performance targets.

• Provides coaching and leadership, ensuring the development of necessary skills in a team based environment.

• Monitors and achieves targeted objectives for market performance, efficiency, and financial performance as specified.

• Monitors category team activities and performance such as range planning, pricing, promotions, merchandising, and stock management.

• Develops and manages strategies and partnerships to sustain business performance.

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Family: Category Management (CM) Function: Category Management (CMA)

Category Manager III, II, I Position Number: 1111, 1112, 1113

Reference Level: 19, 18, 17

General Characteristics Develops the sales plan for category/categories to achieve turnover and profitability within set waste and market share targets, company policies, principles, and specific objectives.

Representative Activities • Defines and develops the product, price, place, and promotion for the

category/categories.

• Keeps up-to-date with concerns from other departments, especially marketing and sales.

• Deepens understanding of practices in the category.

• Perfects methods and tools that permit the conception of new in-store categories/product groupings.

Scope Variants Variants relate to turnover as the principal guide for determining the appropriate job match.

III Reference Level

19

II Reference Level

18

I Reference Level

17

Turnover ($Million)

100 to 300 < 100 < 30

Category size

Major category/categories

Major category Minor sub-category / sub-categories

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Family: Category Management (CM)

Function: Category Management (CMA)

Category Analyst Position Number: 1114

Reference Level: 15

General Characteristics Analyzes data to provide customer driven product ranges for development and achievement of specific category sales plans. Typically requires two to three years of experience in marketing, finance or logistics, and numerical, PC, and analytical skills, and commercial awareness.

Representative Activities • Analyzes financial trends involving sales, wastage, profit margins, pricing,

and promotion trends.

• Analyzes customer trends such as customer segmentation, demographics, and market share.

• Analyzes product and market trends.

• Keeps abreast of competitor trends on all of the above.

• Based on trends analysis, makes recommendations to category team.

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Family: Category Management (CM) Function: Category Management (CMA)

Category Assistant Position Number: 1115

Reference Level: 13

General Characteristics Assists in the provision and analysis of product and customer data under the direction of more senior category analysts and managers. This is an entry level position. Typically requires strong numerical and analytical skills, along with commercial awareness.

Representative Activities • Assists in the analysis of financial trends involving sales, wastage, profit

margins, pricing, and promotion trends.

• Assists in the analysis of customer trends such as customer segmentation, demographics, and market share.

• Assists in the analysis of product and market trends.

• Keeps abreast of competitor trends on all of the above.

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Sales

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Family: Sales (SL) Function: Spanning (SLZ)

Sales Manager II Position Number: 1847

Reference Level: 19

General Characteristics Manages and coordinates the company's sales function across sub-functions such as sales support and training, territory sales, and key account sales to meet company’s business requirements. This is the top sales position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements sales strategies, guidelines and procedures within broad principles and policies set by the organization to meet sales requirements supporting short and long-term business needs.

• Oversees marketing strategies aimed at strengthening the company's sales position and profitability.

• Oversees development and implementation of territory and national/key account sales strategies, identification of business opportunities, and pinpointing problem areas.

• Ensures that territory and national/key account sales goals are achieved through the effective placement and motivation of regional sales managers, national/key sales staff, sales representatives and support professionals.

• Maintains coordination with integral organization functions and directs the flow of information for sales activities and transactions, including leads, contracts, global agreements, etc.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Sales revenue

>150 million USD 50 - 150 million USD

< 50 million USD

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Size of team:

Team of more than 30 professional staff including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Sales (SL) Function: Spanning (SLZ)

Sales Manager I Position Number: 1848

Reference Level: 17

General Characteristics Manages and coordinates the company's sales function including sales support and training, territory sales, and key account sales to meet company’s business requirements. This is the top sales position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Implements established sales policies, procedures, and practices to meet

requirements supporting short and long-term business needs.

• Develops and implements territory and key account sales strategies aimed at strengthening the company's market position and profitability; identifies business opportunities, and pinpoints problem areas.

• Develops and attains key performance indicators for implemented sales strategies.

• Ensures that territory and key account sales goals are achieved through the effective placement and motivation of sales representatives, key account sales staff, and support professionals.

• Ensures connection between sales and marketing functions and supervises their joint work with distribution channels.

• Manages, motivates and assesses performance of a small team of sales professionals.

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Sales Support, Training and Sales Effectiveness

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Plans and Programs Manager Position Number: 7330

Reference Level: 18

General Characteristics Monitors and assesses market situations and trends in order to propose marketing strategies aimed at strengthening the company's sales position and profitability.

Representative Activities • Checks sales volumes and potential contributions of all products/brands, to

ensure that marketing plans have a strong basis and promotional funds are allocated accordingly.

• Develops and maintains relationships with company customers/distributors to monitor activities, suggesting corrective actions to marketing policies if required.

• Identifies market segments and/or niches where the company's position can be strengthened. Suggests particular actions ensuring that all opportunities are seized in the short-term.

• Reports results and information to the sales team and updates individual turnover targets.

• Develops promotional activities for wholesale/retail distribution, aimed at complying with operational budget and strengthening product/brand image.

• Carries out market research aimed at identifying new business developments, trends, and developments in competitors' activities.

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Plans and Programs Specialist Position Number: 7337

Reference Level: 16

General Characteristics Monitors and assesses market and sales data and provides information helping sales and marketing executives formulate strategies.

Representative Activities

• Checks and assesses all information concerning markets and customers, to ensure that the company keeps competitive edge over competitors.

• Checks and assesses sales volumes and potential contribution provided by company brands in all market sectors and in the network, to ensure development of proper marketing strategies.

• Develops and keeps close working relationships with sales and marketing departments, ensuring maintenance of market share and allowing the company to seize all opportunities as they arise.

• Takes part in the development of customized promotional initiatives able to provide set margins while strengthening company brand and image among customers.

• Responsible for relationships with the press and carries out simple public relations activities.

• Checks projects, budgets, and forecasts related to forthcoming promotions.

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Effectiveness Manager Position Number: 1849

Reference Level: 18

General Characteristics Develops and leads the sales and marketing effectiveness strategy to enable sales professionals to succeed at each stage of the customer’s buying process and ultimately earn the business on the right terms in the right timeframe.

Representative Activities • Builds strong collaborative relationship between sales, marketing,

customer service and other functions.

• Assesses and evaluates the effectiveness of sales force practice.

• Initiates reviews of customer relationship management systems, sales processes and incentive programs.

• Develops and leads the delivery of sales and marketing and operational excellence programs.

• Implements standardized selling model and activity metrics.

• Identifies performance improvement opportunities.

• Assesses structure and organizational design to ensure that resources are appropriately deployed behind key business drives.

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Effectiveness Analyst Position Number: 1850

Reference Level: 15

General Characteristics Provides analytical support to the sales effectiveness team and supports the team in improving sales processes, systems and driving sales force efficiency.

Representative Activities • Provides and manages the design, development and implementation of

complex sales analyses and comparative reports.

• Monitors, analyzes and evaluates the effectiveness of sales force practice and provides insight into sales representatives’ productivity and market penetration.

• Works with IT function and sales reporting team to ensure consistency, completeness and integrity in data reporting while utilizing digitalized metrics and dashboards.

• Participates in reviews of customer relationship management systems, sales processes and incentive programs.

• Provides support during implementation of sales and marketing operational excellence programs, standardized selling model, activity metrics.

• Develops ad hoc sales reports and performs trend analysis identifying leading/lagging indicators.

• Leads training efforts associated with the reports, dashboards and or sales technologies.

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Training Manager Position Number: 1116

Reference Level: 17

General Characteristics Develops and implements sales training programs to monitor and improve standards of performance of the sales force. Responsible for a team of sales trainers. Typically requires a business degree and four to six years of experience.

Representative Activities • Identifies training needs of the sales force.

• Develops training methods to provide appropriate courses to improve sales performance of sales force.

• Liaises with sales managers to identify future training and business requirements.

• Organizes training activities and monitors quality of training programs in order to ensure that training needs are met and sales performance is enhanced.

• Recruits, trains, leads, and motivates an effective sales training team.

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Family: Sales (SL) Function: Support, Training and Sales Effectiveness (SLA)

Sales Trainer Position Number: 1118

Reference Level: 14

General Characteristics Provides sales force training and monitors resulting performance. Typically requires sales support or commercial experience. May have subordinates.

Representative Activities • Develops and runs training courses to maintain and improve sales staff

performance.

• Identifies and provides sales force aids and carries out specific projects to improve sales effectiveness.

• Monitors the performance of sales representatives and establishes future training requirements.

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Sales Territory Sales

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Family: Sales (SL) Function: Territory Sales (SLB)

Regional Sales Manager Position Number: 1123

Reference Level: 19

General Characteristics Directs efforts to achieve sales goals in multiple areas/offices that constitute a region, in accordance with regional marketing/sales plans. Frequently consolidates support functions for the region to provide efficiencies of scale. This is the second level of sales management.

Representative Activities • Ensures regional sales goals are achieved through the effective placement

and motivation of sales and support professionals.

• Assesses data provided by sales staff, implements regional sales strategies, identifies business opportunities, and pinpoints problem areas.

• Actively calls on key accounts and assists sales force where appropriate.

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Family: Sales (SL) Function: Territory Sales (SLB)

Indirect Sales Manager / Channel Manager

Position Number: 1875 Reference Level: 18

General Characteristics Manages and drives sales of company’s products or service through an indirect revenue stream / reseller by maximizing market penetration and customer retention.

Representative Activities • Increases market coverage by recruiting new resellers, building and

maintaining long-term relationships with new and existing resellers / agents.

• Arranges re-sellers contracts, sets up price management, and all cooperation related processes.

• Trains, coaches, develops, and motivates resellers’ sales representatives by delivering on-going sales training, products training and demonstrations, setting quotas, sharing information on discounts, promotional events, etc.

• Drives indirect channel sales performance and meets sales targets by managing and utilizing resellers’ sales representatives, resolving conflicts and offering continuous support to resellers.

• Monitors customers’ satisfaction, sales data and conducts reporting analysis on sales and forecast.

• Develops sales business plan for indirect sales channel(s).

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Family: Sales (SL) Function: Territory Sales (SLB)

Area/District Sales Manager Position Number: 1124

Reference Level: 17

General Characteristics Strives to achieve assigned district/area sales goals through the effective management of sales representatives. This is the first level of sales management and may personally have a few selected accounts. Major emphasis is on management with a largely tactical focus. Support staff may be limited.

Representative Activities • Provides day-to-day supervision of activities including training, manpower

planning, motivation, and performance evaluation of sales representatives and support personnel.

• Directs the flow of information for sales activities and transactions, including leads, billings, orders, contracts, etc., and evaluates data to ensure district/area goals are met.

• Ensures sales objectives are met within organization strategies and maintains coordination with integral organization functions.

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Family: Sales (SL) Function: Territory Sales (SLB)

Sales Representative V Position Number: 1125

Reference Level: 17

General Characteristics Focuses on a few large or very complex customers within a designated geographic territory or market. Products are typically critical or complex, requiring a high level of client relationship skills to maintain competitive positioning. This is a very seasoned sales professional with extensive product and market knowledge, but who is not likely to move into a managerial role.

Representative Activities • Plans how to establish and maintain account relationships and meet

personal sales targets. Develops business plan for each account.

• Coordinates use of other company resources (e.g., technical, advertising) to provide value added services to accounts.

• Develops strong client relationships over time that provide significant input to planning company product, price, and service strategies.

• Supports supervisor and other sales professionals in developing new market opportunities in the designated territory or market.

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Family: Sales (SL) Function: Territory Sales (SLB)

Sales Representative IV Position Number: 1126

Reference Level: 16

General Characteristics Contacts assigned customer accounts or prospects to sell the organization's products within a designated geographic territory or by nature of customers. Focuses on personal sales targets, new business development, and troubleshooting on problem or key markets. May have special markets/complex product lines assigned that require significant client relationship skills. This is a seasoned sales professional with extensive product and market knowledge.

Representative Activities • Meets personal sales targets as established, incorporating the full range of

products/services within identified markets or geography. Typical accounts are highly challenging, complex, and diverse customers who require ongoing client relationship support.

• Accompanies junior sales professionals on calls where appropriate, and contributes to training of less experienced sales representatives. Provides technical advice to sales group as needed.

• Independently prepares sales presentations, contracts, and proposals to ensure successful outcome of transactions.

• May participate in special projects/programs as assigned, such as training or communications sessions within or outside of the company.

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Family: Sales (SL) Function: Territory Sales (SLB)

Sales Representative III, II Position Number: 1127, 1796

Reference Level: 15, 14

General Characteristics Contacts assigned customer accounts or prospects to sell company products within a designated geographic territory or by nature of customers. Focuses on personal sales targets, new business development, maintaining customer relationships, and troubleshooting specific customer problems. This is an intermediate-level sales professional with developing product and market knowledge.

Representative Activities • Meets personal sales targets as established, focusing on small to moderate

accounts, which are stable in nature, within identified markets or geography. Product range, complexity, and challenge may be somewhat limited.

• Receives periodic coaching from supervisor or more experienced professionals.

• Prepares sales presentations, contracts, and proposals subject to review by supervisor.

• Participates in special projects such as major promotions, new product launches, and new marketing initiatives.

Scope Variants Variants relate to the dollar volume of annual sales and the complexity of products/solutions sold as principle guides determining the appropriate job match.

III Reference Level 15

II Reference Level 14

Complexity of products sold and importance of clients:

Products of moderate technical complexity or standard solutions. Moderate accounts

Products of moderate technical complexity and small accounts OR Products of very low technical complexity and moderate accounts.

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Family: Sales (SL) Function: Territory Sales (SLB)

Sales Representative I Position Number: 1128

Reference Level: 13

General Characteristics Sells and stimulates demand for a series of products with existing and new customers in a given geographic area, in order to achieve volume and daily objectives in line with defined policies. Has a basic knowledge of products, their characteristics, and market. Training is often provided in-house. Organizes own work routine, but guidance is provided by the superior and the marketing unit. Typically requires a good general education and experience in the sales area, good interpersonal skills, and possibly knowledge of several languages.

Representative Activities • Plans daily activity, including customer visits and quantitative/qualitative

objectives to achieve. Creates a time efficient plan and discusses it with superior.

• Searches for, identifies, and develops leads from lists, publications, and given information to increase market share in the territory.

• Identifies and analyzes customer needs and develops commercial arguments.

• Organizes demonstrations for existing and potential customers, advises customers on the presentation of the products and promotional materials, and participates in trade events.

• Follows market and competition evolution and transmits information to superior.

• Establishes daily visit reports for superior.

• Participates in sales meetings to obtain information on sales objectives, promotional actions, new products, field problems, etc.

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Family: Sales (SL) Function: Territory Sales (SLB)

Technical Pre-sales Representative / Sales Engineer Position Number: 7368

Reference Level: 16

General Characteristics Supports sales activities through specialized technical or scientific knowledge/product applications from conceptual stages, through pre-sales, sales, trials and training. Serves as a lead in solving technical problems and in discussions with customers.

Representative Activities • As technical resource to sales professionals, contributes to sales meetings

by providing deeper understanding of product workings or applications, as well as of product limitations and nontraditional product usage.

• Prepares technical presentations and demonstrates how a product meets client needs.

• Documents customer requirements and provides technical guidance related to sales strategy and proposals.

• Participates in training for internal sales professionals and on-site technical training for customers.

• May help other organization functions, such as engineering, manufacturing or quality control, to identify user and/or design problems.

• Supports the feasibility of standard, customized, partnerships alternatives of new approaches for offered products and services, viewing its optimization and improvement.

• May serve as technical troubleshooter to customers after sales are closed and while products are being tested or installed.

• May also accompany account manager during service visits or while exploring application problems.

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Family: Sales (SL) Function: Territory Sales (SLB)

Merchandiser Position Number: 1122

Reference Level: 10

General Characteristics Ensures a good presentation of the products in the stores in a given geographic area. Works closely with the sales team but must be able to plan activities independently. Typically requires basic product knowledge, good interpersonal skills, and possibly the use of several languages.

Representative Activities • Ensures that all the organization's products are properly displayed in the

assigned stores.

• Takes orders or has orders placed to ensure that the allocated space for the products is fully used.

• Sells certain promotional quantities to obtain additional space.

• Takes particular care in the display of promotional items in the stores.

• Plans daily activities according to visits to make sure instructions were received.

• Communicates daily with supervisor through an activity and field information report.

• May participate in sponsoring events.

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Sales Key Account Sales

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Family: Sales (SL) Function: Key Account Sales (SLC)

Key Accounts General Manager Position Number: 7318

Reference Level: 20

General Characteristics Strives to achieve assigned national / global accounts' sales goals through effective management of subordinate team of national / global key account sales staff. This is the first level of sales management. Incumbent does not have any personal accounts, but periodically meets with key decision makers to demonstrate the organization's commitment to its largest and most critical customers.

Representative Activities • Provides day-to-day supervision of activities including training, manpower

planning, motivation, and performance evaluation of assigned sales staff.

• Directs the flow of information for sales activities and transactions, including leads, billings, orders, contracts, global agreements, etc., and evaluates data to ensure sales goals are met.

• Ensures sales goals are met within organization strategies and maintains coordination with integral organization functions.

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Family: Sales (SL) Function: Key Account Sales (SLC)

Key Accounts Manager II, I Position Number: 1129, 1130

Reference Level: 18, 17

General Characteristics Plans and implements sales to specific, major accounts where cultivating relationships, identifying opportunities, and account management skills are critical. Accounts frequently have multiple buying locations (internationally in case of global Key Accounts), making establishing and maintaining broad customer relationships essential. Typically requires demonstrated proficiency in sales and full knowledge of the product line and its applications.

Representative Activities • Plans how to establish and maintain major account relationships and meet

personal sales targets within the full line of products or combination of products.

• Establishes and builds strong client relationships over time that allow for continuity and ongoing representation reinforced by sales support/delivery programs, and communications to other relevant organizational functions/divisions.

• Participates with other key account managers and sales management to develop sales strategies for national/global accounts and helps identify target accounts and opportunities within the framework of the organization-wide strategy.

• Monitors competitive activity in each account and ensures that appropriate response strategies are formulated and communicated.

Scope Variants Variants relate to the dollar volume of annual sales and the complexity of products/solutions sold as principle guides determining the appropriate job match.

II Reference Level 18

I Reference Level 17

Annual sales ($): 4m to 40m 400,000 to 4m

Complexity of products/solutions sold:

Sells a combination of products and solutions of high technical complexity.

Sells products or a combination of different products of medium technical complexity.

Type and strategic importance of clients:

National/global and highly strategic key accounts.

Key accounts of medium to high strategic importance.

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Family: Sales (SL)

Function: Key Account Sales (SLC)

Key Accounts Associate Position Number: 7324

Reference Level: 15

General Characteristics Assists in planning and implementing sales to specific major accounts where cultivating relationships, identifying opportunities, and account management skills are critical. This is a transitional role, focusing on learning and practicing relationship and account management skills. Typically requires significant experience in territory sales and full knowledge of the product line and its applications.

Representative Activities • Assists in the planning, establishment, and maintenance of account

relationships within assigned named/key accounts.

• Meets personal sales targets across the full line of products and/or services within assigned accounts.

• Monitors competitor activity in each account and participates in the development and implementation of appropriate response strategies.

• Under guidance of more experienced account managers, learns how to build and cement strong client relationships that support long-term sales objectives.

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Family: Sales (SL) Function: Key Account Sales (SLC)

Business Development Manager Position Number: 8696

Reference Level: 19

General Characteristics

Administers, develops, and grows company’s business activities and revenue from new and existing market segments and channels. Typically requires a bachelors’ degree and eight years of broad experience, with experience in product management.

Representative Activities

• Develops business development strategies and creates annual business development plans for relevant area to reach required business objectives and revenue.

• Works closely with account managers to understands business requirements and market needs.

• Recognizes new market segments and opportunities for business development, makes a calculation of returns and investment, and gains agreement for the investment, resources, and actions required for the developments.

• Prioritizes market segment development activities and sets revenue targets.

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Family: Sales (SL) Function: Key Account Sales (SLC)

Business Developer II Position Number: 1702

Reference Level: 17

General Characteristics Administers, develops, and grows company’s business activities and revenue from new and existing market segments and channels. Typically requires a marketing degree and eight years of broad experience, with at least five years in the sales and/or marketing area of expertise.

Representative Activities • Develops business development strategies and creates annual business

development plans for relevant area to reach required business objectives and revenue.

• Works closely with account managers to understand business requirements and market needs.

• Recognizes new market segments and opportunities for business development, makes a calculation of returns and investment, and gains agreement for the investment, resources, and actions required for the developments.

• Prioritizes market segment development activities and sets revenue targets.

• Monitors all market development activities to ensure that they are in line with company business aims.

• Authorizes any promotions associated with market development activity.

• Measures performance against agreed objectives and undertakes remedial action where appropriate.

• Sets and measures overall performance standards for market segments and provides leadership to ensure targets are met.

• Works with other business developers to optimize market segment opportunities.

• May manage and maintain client relations, while realizing renewals and new business with existing clients and acquiring new clients.

• May or may not complete actual sales; opportunities may be taken on by Account Managers once interest is secured.

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Family: Sales (SL) Function: Key Account Sales (SLC)

Business Developer I Position Number: 8261

Reference Level: 15

General Characteristics Contributes to the development and growth of company’s business activities and revenue from new and existing market segments and channels. Typically requires a marketing degree and five years of broad experience, with at least two years in the sales and/or marketing area of expertise.

Representative Activities • Contributes to business development strategies and provides input into

annual business development plans for relevant area, to reach required business objectives and revenue.

• Works closely with account managers to understand business requirements and market needs.

• Recognizes new market segments and opportunities for business development, and makes a calculation of returns and investment.

• Monitors relevant market development activities to ensure that they are in line with company business aims.

• Measures performance against agreed objectives and undertakes remedial action where appropriate.

• Works with other business developers to optimize market segment opportunities.

• May manage and maintain client relations, while realizing renewals and new business with existing clients and acquiring new clients.

• May or may not complete actual sales; opportunities may be taken on by Account Managers once interest is secured.

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Family: Sales (SL) Function: Key Account Sales (SLC)

Bid and Proposal Manager Position Number: 8289

Reference Level: 18

General Characteristics Manages the preparation, production and presentation of organization’s bidding and proposal activities.

Representative Activities • Contributes to formulating bidding and execution strategies.

• Identifies suitable projects to bid on.

• Responsible for the organization, production and timely delivery of responsive bids/proposals.

• Provides post-bid submissions, organizes the response to requests for clarification.

• Manages client presentations and takes part in negotiations.

• Manages pre-qualification work.

• Collaborates with management to develop schedules, procedures, and systems to enable timely and informative accumulation, adjustment, and reporting of financial data.

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Customer Service Technical

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Family: Customer Service (CS) Function: Technical (CSA)

Technical Customer Service Manager

Position Number: 5399 Reference Level: 19

General Characteristics Manages activities of a team of technical customer service representatives, ensuring effective delivery of service to all levels of internal and external customers. Typically requires eight to ten years of experience, mentoring, coaching, and leadership skills as well as in-depth knowledge of the company business, especially logistics and manufacturing.

Representative Activities • Serves as the primary liaison between sales, supply chain/logistics, and

manufacturing staff on the effective delivery of customer service.

• Ensures planning of technical customer service activities and checks that they are properly carried out, in line with the relevant times and costs.

• Takes make-or-buy decisions, selecting possible partners and assessing the cost-effectiveness of external resources.

• Ensures proper training of internal resources, external partners and customers concerning products use and maintenance.

• Maintains proper relationships with the sales force to understand their requirements and priorities.

• Ensures department’s budget on the basis of operational needs, identifying the resources required to meet such needs.

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Family: Customer Service (CS) Function: Technical (CSA)

Technical Customer Service Team Leader Position Number: 1132

Reference Level: 17

General Characteristics Oversees the efforts of a team of technical service representatives, applying specialized technical or scientific knowledge/product applications. Maintains ongoing relationships with key customers and interfaces with sales staff on a regular basis. Typically requires at least three years of experience, mentoring skills, and completion of technical product training.

Representative Activities • Coordinates activities of technical service representatives, suggesting

alternative products and services and providing support in resolution of complaints and issues, as needed.

• Participates in the hiring of new representatives.

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Family: Customer Service (CS) Function: Technical (CSA)

Technical Customer Service Representative IV, III

Position Number: 1133, 1134 Reference Level: 16, 15

General Characteristics Receives and processes highly complex customer orders, inquiries, and/or complaints covering items or products ordered, and supports customers through specialized technical or scientific knowledge/product applications. Proactively maintains an ongoing relationship with selected customers and sales staff, particularly those focused on technical applications of the product or service. May handle multiple product markets. This is the most senior level technical customer service representative. Typically requires at least two years of experience, completion of technical product training, and demonstration of high level product and process knowledge of a technical nature.

Representative Activities • Records and processes highly complex orders and/or inquiries received by

mail, telephone, and/or through personal customer contact.

• Provides pricing, availability, and schedule information within established guidelines.

• Suggests additional and/or alternative products or services to meet customer needs.

• Checks and approves credit within established limitations, and confirms orders.

• Researches and obtains resolution of a variety of customer complaints and issues.

• Serves as link between customers and sales staff to assure responsiveness.

• Tracks order activity and alerts appropriate staff of any potential delivery problems. Expedites delivery of selected orders.

• Resolves technical difficulties and issues with the customer.

• Provides guidance and assistance to new or less experienced staff.

• May conduct training for entry-level technical customer service representatives.

Scope Variants Variants relate to interface with sales, logistics/supply chain, and manufacturing (i.e., production and engineering) functions as the primary determinant of the job match.

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IV Reference Level 16

III Reference Level 15

Interface: Serves as liaison between sales, supply chain/logistics, and manufacturing staff, and customers; communication with customers on activities in these areas is integral to the delivery of customer service.

Interacts with sales staff on a regular, defined basis; communicates with supply chain/logistics staff as needed.

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Family: Customer Service (CS) Function: Technical (CSA)

Technical Customer Service Representative II, I

Position Number: 1135, 1136 Reference Level: 14, 13

General Characteristics Receives and processes moderately complex customer orders, inquiries, and/or complaints covering items or products ordered, and supports customers through specialized technical or scientific knowledge/product applications. Maintains an ongoing relationship with selected customers and sales staff, particularly those focused on technical applications of the product or service. Uses technical knowledge of products, product availability, sales territories, and individual customers to provide a key communications link to the customer. May handle multiple product markets. Typically requires at least one year of experience, completion of technical product training, and demonstration of high level product and process knowledge of a technical nature.

Representative Activities • Records and processes moderately complex orders and/or inquiries

received by mail, telephone, and/or through personal customer contact.

• Provides pricing, availability, and schedule information within established guidelines.

• Suggests additional and/or alternative products or services to meet customer needs.

• Checks and approves credit within established limitations, and confirms orders.

• Researches and obtains resolution of a variety of customer complaints and issues.

• Serves as link between customers and sales staff to assure responsiveness.

• Tracks order activity and alerts appropriate staff of any potential delivery problems. Expedites the delivery of selected orders.

• Resolves technical difficulties and issues with the customer.

Scope Variants Variants relate to interface with the sales, supply chain/logistics, and manufacturing (i.e., production and engineering) functions as the primary determinant of job match.

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II Reference Level 14

I Reference Level 13

Interface: Interacts with sales staff on a regular, defined basis; communicates with supply chain/logistics staff as needed.

Interacts with sales staff only for clarification of issues; does not interact with supply chain/logistics or manufacturing staff.

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Customer Service Non Technical

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Family: Customer Service (CS) Function: Non Technical (CSB)

Customer Service Manager Position Number: 1137

Reference Level: 19

General Characteristics Manages activities of a team of customer service representatives, ensuring effective delivery of service to all levels of internal and external customers. Typically requires at least three years of experience, along with mentoring, coaching, and leadership skills.

Representative Activities • Serves as the primary liaison between sales, supply chain/logistics, and

manufacturing staff on the effective delivery of customer service.

• Develops and implements communication and order tracking programs in support of the organization's service objectives.

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Family: Customer Service (CS) Function: Non Technical (CSB)

Customer Service Team Leader Position Number: 1138

Reference Level: 15

General Characteristics Oversees the efforts of a team of customer service representatives. Maintains ongoing relationships with key customers and interfaces with sales staff on a regular basis. Typically requires at least three years of experience, along with mentoring skills.

Representative Activities • Coordinates the activities of customer service representatives, suggesting

alternative products and services and providing support in the resolution of complaints and issues, as needed.

• Participates in the hiring of new customer service representatives.

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Family: Customer Service (CS) Function: Non Technical (CSB)

Customer Service Representative IV, III

Position Number: 1139, 1140 Reference Level: 14, 13

General Characteristics Receives and processes highly complex customer orders, inquiries, and/or complaints covering items or products ordered. Proactively maintains an ongoing relationship with key customers and sales staff. May handle multiple product markets. This is the most senior level customer service representative. Typically requires at least two years of experience, and demonstration of high level product and process knowledge.

Representative Activities • Records and processes highly complex orders and/or inquiries received by

mail, telephone, and/or through personal customer contact.

• Provides pricing, availability, and schedule information within established guidelines.

• Suggests additional and/or alternative products or services to meet customer needs.

• Checks and approves credit within established limitations, and confirms orders.

• Researches and obtains resolution of a variety of highly complex customer complaints and issues.

• Serves as communication link between customers and sales staff to assure responsiveness.

• Tracks order activity, and alerts appropriate staff of any potential delivery problems. Expedites the delivery of selected orders.

• Provides guidance and assistance to new or less experienced staff.

• May conduct training for entry-level representatives.

Scope Variants Variants relate to interface with the sales, supply chain/logistics, and manufacturing (i.e., production and engineering) functions as the primary determinant of the appropriate job match.

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IV Reference Level 14

III Reference Level 13

Interface: Serves as liaison between sales, supply chain/logistics, and manufacturing staffs, and customers; communication with customers on activities in these areas is integral to the delivery of customer service.

Interacts with sales staff on a regular, defined basis; communicates with supply chain/logistics staff as needed.

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Family: Customer Service (CS) Function: Non Technical (CSB)

Customer Service Representative II Position Number: 1141

Reference Level: 12

General Characteristics Receives and processes moderately complex customer orders, inquiries and/or complaints covering items or products ordered. Maintains an ongoing relationship with selected customers and sales staff. Uses knowledge of products, product availability, sales territories, and individual customers to provide a key communications link to the customer. Exercises judgment and discretion, and functions independently within authorized limits. Typically requires analysis, judgment, and sensitivity to customer needs.

Representative Activities • Records and processes moderately complex orders and/or inquiries

received by mail, telephone, and/or through personal customer contact.

• Provides pricing, availability, and schedule information within established guidelines.

• Suggests additional and/or alternative products or services to meet customer needs.

• Checks and approves credit within established limitations, and confirms orders.

• Researches and obtains resolution of a variety of customer complaints and issues.

• Serves as communication link between customers and sales staff to assure responsiveness.

• Tracks order activity, and alerts appropriate staff of any potential delivery problems. Expedites the delivery of selected orders.

Scope Variants Variants relate to interface with the sales, supply chain/logistics, and manufacturing (i.e., production and engineering) functions as the primary determinant of the appropriate job match.

Interacts with sales staff on a regular, defined basis; communicates with supply chain/logistics staff as needed.

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Family: Customer Service (CS) Function: Non Technical (CSB)

Customer Service Representative I Position Number: 1142

Reference Level: 11

General Characteristics Receives and processes routine customer orders, inquiries, and/or complaints covering items or products ordered. Maintains an ongoing relationship with selected customers and sales staff. Uses knowledge of products and product availability to provide a communications link to the customer.

Representative Activities • Records and processes routine orders and/or inquiries received by mail,

telephone, and/or through customer personal contact.

• Provides pricing, availability, and schedule information within established guidelines.

• Suggests alternative products or services to meet customer needs.

• Checks and approves credit within established limitations, and confirms orders.

• Obtains resolution of routine customer complaints and issues.

• Tracks order activity, and alerts appropriate staff of any potential delivery problems.

Scope Variants Variants relate to interface with the sales, supply chain/logistics, and manufacturing (i.e., production and engineering) functions as the primary determinant of the appropriate job match.

Interacts with sales staff only for clarification of issues; does not interact with supply chain/logistics or manufacturing staff.

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Call Center Inbound and Outbound

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Call Center Manager Position Number: 1712

Reference Level: 19

General Characteristics Manages a call center while providing retail customer services, maintenance, specialized services to merchants, product support, and telemarketing. Accountable for quality of service, integration of new technology, and supporting marketing promotions. This is a highly experienced manager who is responsible for determining the call center strategy and procedures. Typically reports directly to the Board of a large organization.

Representative Activities • Manages ongoing operations of a call center with multiple shifts.

• Develops policies and procedures.

• Oversees several inbound and outbound team managers.

• Typically covers a wide range and complexity of call purposes and products, with integration of multiple channels (on-line/telephone, etc.) and with substantial sales targets.

• Scale is typically large (e.g. major bank).

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Call Center Supervisor Position Number: 1713

Reference Level: 16

General Characteristics Responsible for supervising a team within a large commercial call center or responsible for the call center in a small or medium company. Manages a team with a high level of technical know-how, derived either through formal qualification or extensive vocational experience. Alternatively, the team may be multi-disciplinary with diverse management requirements.

Representative Activities • Ensures developments in the professional area are researched and fully

understood and that changes are effectively communicated to the team.

• Provides a high level of coaching and encouragement, ensuring high standards are set and maintained, and that professional career development meets corporate and individual needs.

• Plans, directs, and coordinates the provision of all resources to optimize team performance in the short- and long-term.

• Act as the last level of escalation for complex, non-routine requests.

• Sets procedures for inbound and/or outbound calls.

• Manages team performance by concentrating on service delivery to the customer and fully understanding team behaviors required to provide high levels of customer service.

• Creates an environment of continuous improvement by acting on opportunities to improve processes, products, and systems.

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Call Center Specialist Position Number: 1714

Reference Level: 14

General Characteristics Responsible for providing service to a portfolio of large and/or key customers that are mostly inbound.

Representative Activities • Has a permanent, long-term relationship with a group of clients.

• Develops and maintains extensive understanding of all products, services, systems, and processes in order to deal with a variety of questions.

• Provides efficient and effective telephone service to customers, ensuring all internal targets are monitored and met and that performance measurement criteria are appropriate.

• Undertakes handling of complaints and difficult calls.

• Provides on-the-job training to less experienced employees.

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Operator III Position Number: 1715

Reference Level: 12

General Characteristics Operates in a relatively complex environment and has an extended sales process. Proactively selects potential clients and enters into long-term negotiations to provide full products and services. Has good understanding of a specified range of products, processes, and services, awareness of the organization’s products and services, and thorough knowledge of computer systems used to record information and respond to queries.

Representative Activities • Develops strong relationships with customers by telephone, to fully

understand their needs and select the most appropriate product/service.

• Ascertains when face-to-face contact may be necessary to pursue sales potential or when costs of pursuing the sale would outweigh the potential benefits.

• Develops and maintains a very high level of knowledge of the product/service and the appropriate industry/sector to fully understand the position of existing and potential customers.

• Undertakes all actions required by system and updates database continually.

• Gathers feedback of customer issues and concerns about procedures and products to optimize marketing intelligence.

• Exploits all opportunities to strengthen client relationships, particularly by developing major clients or larger client portfolios according to agreed strategy.

• Acts as a second level of support for less experienced employees.

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Operator II Position Number: 1716

Reference Level: 10

General Characteristics Provides fully acceptable service to inbound callers, generally without assistance from colleagues or the team leader. Alternatively, responsible for marketing products and services by telephone, proactively calling potential customers, existing leads or new database contacts. Achieves sales targets and maintains long-term customer satisfaction. Typically requires full familiarity with the IT/telephone system and thorough knowledge of the product/service.

Representative Activities • Handles inbound requests concerning a single product to private/small

business customers.

• Undertakes all actions required by system and updates database continually.

• Gathers feedback of customer issues and concerns about procedures and products to optimize marketing intelligence.

• Provides fulfillment of all calls to conclusion or assesses when a call requires referral to an expert.

• For sales roles, closes sales by matching customer requirements to product/services on offer to meet short-term sales targets and provide long-term customer satisfaction.

• Ensures warm leads are updated in the system, in order to close sales.

• Completes sale by securing all payment details and ensuring that all information required for dispatch is entered into the system.

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Family: Call Center (CC) Function: Inbound and Outbound (CCH)

Operator I Position Number: 1717

Reference Level: 9

General Characteristics Executes routine outbound call center activities concerning mostly one product, using a standard script and established guidelines and under supervision. Handles routine queries or closes simple sales. Understands when to seek help and/or escalate to a more senior role. Development within this role would be continual and provided through formal training and on-the-job experience.

Representative Activities • Ascertains nature of call and assesses whether further assistance is

required.

• Provides caller with appropriate standard information requested.

• Derives all necessary information from caller to update database.

• Prioritizes and carries out work within guidelines.

• Projects required company image.

• Undertakes training as required to progress to a fully competent grade within a specified time scale.

• Develops and maintains knowledge of products, services, and systems as required.

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Project Management Project Management

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Family: Project Management (PM) Function: Project Management (PMA)

Projects Department Manager Position Number: 1185

Reference Level: 20

General Characteristics Leads the development and coordination of a group of highly technical projects and/or contracts in line with organizational policies, principles, and objectives. Typically requires eight to ten years of significant specialist project management experience, and relevant qualifications in industry-standard project management techniques.

Representative Activities • Interacts at an international level for the coordination of a group of

projects.

• Leads strategic projects related to business development.

• Makes recommendations on organizational policy and on means to be affected.

• Develops policies, standards, core processes, and evaluation principles for project management for the organization.

• Leads the development of knowledge management processes and systems to capture and disseminate learning.

• Identifies and/or provides development advice/training for project management staff.

• Manages an operational team of project leaders/managers.

• Leads medium to long-term planning and prioritization processes and contributes to decisions on commissioning projects/programs.

• May coordinate project activities of government regulatory or other agencies.

• Manages significant project/program budgets (> $1m) over the long-term (three to five years).

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Family: Project Management (PM) Function: Project Management (PMA)

Project Leader Position Number: 1186

Reference Level: 19

General Characteristics Leads the specification and implementation of a long-term technical project/program (around three years) in line with organizational project management standards, policies, and principles. Responsible for meeting project/program objectives within quality, time, and budget targets, and for managing associated risks. Contributes to the design and negotiation of external contracts and acts as the senior point of contact for the project. Typically requires five to eight years of specialist project management experience, and relevant qualifications in industry-standard project management techniques.

Representative Activities • Analyzes requirements with the project sponsor/customer, determines the

strategy for the proposal, and evaluates the feasibility.

• Leads development of the project proposal or plan to determine timeframe, funding limitations, procedures for accomplishing the project, staffing requirements, and allotment of available resources to various phases of the project.

• Contributes to developing/improving policies, standards, core processes, and evaluation principles.

• Oversees technical and organizational management and financial aspects of the project.

• Acts as the senior interface between the project sponsor/customer and the services involved.

• Reports progress to the project sponsor/client at significant project milestones.

• Negotiates significant changes in project specification or scope with the project sponsor/client.

• Manages a large team, typically consisting of 10 to 20 specialists

• May negotiate and manage contracts with external suppliers.

• Manages a budget of about $0.5m to $1m.

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Family: Project Management (PM) Function: Project Management (PMA)

Project Manager IV, III, II Position Number: 1187, 1188, 1189

Reference Level: 18, 17, 16

General Characteristics Specifies and coordinates the implementation of a project. Responsible for meeting project objectives within quality, time, and budget targets, and for managing associated risks. Typically requires strong technical skills, proven project management experience, and an understanding of the business issues.

Representative Activities • Contributes to and reviews the project proposal or plan to determine

timeframe, funding limitations, procedures for accomplishing the project, staffing requirements, and allotment of available resources to various phases of the project.

• Defines/designs activities, starting from existing solutions.

• Coordinates a small team of specialists to implement project tasks.

• Provides the interface and maintains a confident relationship with other contributors to the project.

• Contributes to setting project evaluation parameters.

• May negotiate minor changes to project scope or specification with the project sponsor/client.

• May contact the project sponsor/client at a tactical level.

• Regularly reports project progress to senior management and/or the sponsor/client.

• Contributes to improving/developing systems.

• May manage relationships with external suppliers at a tactical level.

Scope Variants Variants relate to the size (budget), complexity, and/or timescale of the project along with project team composition as principal guides for determining the appropriate job match.

IV Reference Level 18

III Reference Level

17

II Reference Level

16

Project budget managed ($):

250k to 500k 100k to 250k 50k to 100k

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Complexity: Multi-stream, multi-site/international

Multi-stream Single, technical work-stream

Timescale: > 2 years 1 to 2 years < 1 year

Project team: > 10 5 to 10 < 5

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Family: Project Management (PM) Function: Project Management (PMA)

Project Manager I Position Number: 1190

Reference Level: 15

General Characteristics Coordinates the implementation of a defined, short-term project or sub-set of projects (less than one year) within set organizational procedures and standards. Responsible for meeting sub-set objectives within quality, time, and budget targets, and for managing associated risks. This is an entry-level position. Typically requires knowledge and experience of the technical area being managed and an awareness of the business issues.

Representative Activities • Analyzes requirements with the project sponsor/customer or senior

colleagues, designs the implementation proposal, and evaluates the feasibility.

• Responsible for technical and organizational management and financial aspects of the activities.

• Regularly reports progress and any issues to more senior management.

• Coordinates activities of one or two lower-level team members.

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Family: Project Management (PM) Function: Project Management (PMA)

Project Analyst II Position Number: 1191

Reference Level: 14

General Characteristics Supports the project team by monitoring project progress according to agreed measures and within set organizational procedures. Typically requires experience in project work and an understanding of metrics, data collection methods, and data analysis, along with business awareness and ability to develop relationships across the project team to facilitate collection of data and implementation of data collection methods.

Representative Activities • Contributes to identifying appropriate progress measures.

• Identifies systems and methods to collect project progress measures.

• Collects and collates data on progress measures.

• Analyzes data and presents conclusions.

• Provides regular reports with narrative for project team and project sponsor/customer.

• Recommends corrective action where necessary.

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Family: Project Management (PM) Function: Project Management (PMA)

Project Analyst I Position Number: 1192

Reference Level: 13

General Characteristics Supports the project team in the monitoring of project progress according to agreed measures and within set organizational procedures. Typically requires business awareness and ability to develop relationships across the project team to facilitate collection of data and implementation of data collection methods.

Representative Activities • Implements defined systems and methods to collect project progress

measures.

• Collects and collates data on progress measures.

• Contributes to regular progress reports for the project team and project sponsor/customer.

• May carry out project-related administration, such as scheduling tasks and producing/filing general documentation.

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Product Development Product Development

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Family: Product Development (PV) Function: Product Development (PVA)

Product Development Manager Position Number: 1797

Reference Level: 19

General Characteristics Manages the product development function and executes the commercialization and engineering of new products to meet design vision, merchant requirements and company’s financial goals.

This is a seasoned specialist in product development area with strong working relations with other relevant disciplines. Typically requires seven to ten years of experience.

Representative Activities • Determines strategic policy with regard to product development in

cooperation with other relevant disciplines and negotiates internal needs for product development.

• Manages a multidisciplinary team of product designers, product engineers, marketing professionals and drives the development of new products.

• Acts as main representative for the company to stakeholders regarding product development.

• Detects the market needs and opportunities based on market analyses and strategy.

• Oversees individual phases of a new product development: design, testing, creation, marketing and introducing to market.

• Defines materials, processes and quality standards for products under development.

• Defines cooperation with external service providers.

• Supervises all product development staff.

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Family: Product Development (PV) Function: Product Development (PVA)

Packaging Manager Position Number: 1418

Reference Level: 17

General Characteristics Manages and coordinates development of consumer packaging and/or labelling providing consistent brand identity, creative program development, and promotions delivery.

Representative Activities • Assists in providing direction and leadership for the development of

creative packaging and/or labeling for brands to ensure marketing and brand objectives and strategies are met.

• Works with Product Development, Engineering, and Marketing to ensure an effective coordination, development of cost efficient packaging and consistency of brand packaging delivery.

• May maintain working relationships and manage program development with outside creative resources such as design agencies, freelance designers, photo studios, color separators, and packaging suppliers.

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Family: Product Development (PV) Function: Product Development (PVA)

Product Development Specialist II Position Number: 1798

Reference Level: 16

General Characteristics Contributes to the development of new/existing products while working in multidisciplinary project teams with responsibility for the end results.

This is a seasoned specialist, typically requires five years of experience in the field of product development and has specific product and industry knowledge.

Representative Activities • Maintains close working relationships with specialists in the field and key

parties of interest in the company to assess and analyze market demands and market trends.

• Ensures correct translation of market demands in products and services with the research department and other disciplines.

• Provides input into one or more phases of new product development: design, testing, creation, marketing and introducing to market.

• Liaises with product/brand management to ensure effective planning and co-ordination of advertising/public-relations and promotions for new products.

• Liaises with specialist departments to ensure the effective operation and production of new/revised products.

• Is aware of market developments, and suggests changes to range in order to maximize opportunity.

• May supervise and coach a team of junior product development staff.

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Family: Product Development (PV) Function: Product Development (PVA)

Product Development Analyst Position Number: 6655

Reference Level: 16

General Characteristics Ensures that production development plans and processes are established working in conjunction with other manufacturing teams who are involved in product development projects.

Typically a seasoned specialist with five years of experience in technical aspects of product development.

Representative Activities • Prepares plans and processes.

• Monitors products under development.

• Writes product specifications for orderly testing.

• Develops and generates the pilot batches for the products under development.

• Conducts studies to define and plan product schedules.

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Family: Product Development (PV) Function: Product Development (PVA)

Packaging Analyst Position Number: 1420

Reference Level: 15

General Characteristics Assists packaging development, engineering, and testing functions for packaging projects.

Representative Activities • Provides sourcing assistance for new products, contacts vendors,

troubleshoots production/delivery problems, develops/implements specifications for individual components and finished goods, develops specifications consistent with manufacturing capabilities and requirements.

• Participates in the graphic arts implementation and consults with various merchant groups on package design.

• Develops quality standards for suppliers and compliance with environmental requirements.

• Tests new materials and conducts evaluations.

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Family: Product Development (PV) Function: Product Development (PVA)

Product Development Specialist I Position Number: 1799

Reference Level: 14

General Characteristics Provides professional support, analyses and documentation to product development function. Typically requires two to three years of experience in product development field, analytical skills, commercial awareness, thorough knowledge of company’s products and market sector where the company operates.

Representative Activities • Collects data, performs analyses, and creates reports on products

competitiveness and product development trends.

• Provides documentation on new products and on upgraded existing products.

• Provides support in implementation of new products.

• Communicates with other departments to ensure product development components testing and delivery.

• Assists senior staff in testing, designing, creation, marketing and introducing new products to market.

• Keeps abreast of competitor product development trends.

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Research and Development Research and Development

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Family: Research and Development (RD) Function: Research and Development (RDA)

Research and Development Manager Position Number: 6764

Reference Level: 20

General Characteristics Ensures research, development, and pre-industrialization of products. Contributes to the defining of intervention policies and operational strategies in the different technological areas, ensuring planning and monitoring of activities in line with technological progress of the external environment, company/division policies, and existing contracts and orders. May be the research and development manager of a medium-sized company or the head of a research and development division in a multi-business company. Supervises a team of about 30 to 40 employees and has assigned budget of over 3.5 million USD. Typically requires a degree in engineering or in another technical field, over ten years of experience in the sector, and significant managerial skills.

Representative Activities • Provides all information needed to define the division’s multi-year plan,

through identification of research and development goals in assigned sectors, in line with the market’s technological development and company/division product policies.

• Plans research, development, and pre-industrialization activities, in line with plans, market technological development, and financial resources available.

• Oversees research and development in assigned sectors, ensuring development of research projects and execution of internal/external orders, in line with plans and market technological developments, to achieve industrial exploitation of results.

• Ensures pre-industrialization of products, in compliance with cost, time, and quality standards, and contractual terms envisaged in orders.

• Maintains proper relations with experts and national/international authorities in assigned fields, to monitor the market’s technological development.

• Ensures effective internal organization of managed processes and structures.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Research and Development Supervisor

Position Number: 1145 Reference Level: 18

General Characteristics Responsible for planning and directing research projects or components of a project while managing identified resources and staff. This is an experienced scientist/engineer and is the first level of management/supervision. Understands the scientific/engineering discipline, manages junior staff members, and works with senior scientists/researchers.

Representative Activities • Supervises and provides technical leadership to a group of

scientists/engineers and is responsible for the recruitment, training, and motivation of subordinates.

• Applies intensive and diverse knowledge of principles and practices to areas of assignment and related fields.

• Independently makes decisions on problems and methodology issues and secures necessary resources.

• May represent the organization in forums and conferences within an area of expertise or to address an issue currently being discussed within the work group.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher VII Position Number: 6765

Reference Level: 20

General Characteristics Conducts research that is recognized as having a substantial impact on the current state of scientific knowledge and understanding in the areas of specialization. This position is the recognized authority within an intensely specialized field.

May be highest formalized level of individual contributor in the organization. Advanced study and long experience are typical. However, individual accomplishment more than maturity is the measure for this position. Represents less than 2% of the population.

Representative Activities • Selects problems that support the thrust and mission of the R&D function;

conceives and plans investigations that have substantial novelty and importance and for which precedents or theories are lacking or inadequate.

• Initiates and maintains extensive contact with other significant contributors to the field; is consulted by associates and others with a high degree of reliance placed on the incumbent's scientific interpretations and advice.

• Contributes noteworthy inventions, scientific postulates, and new concepts/theories which are regarded as major advances in the field and recognized by awards.

• As an individual researcher, demonstrates creativity, foresight, and mature judgments in conducting research programs, developing new technologies, and developing standards and methods for others to follow.

• May be assisted by scientists and engineers, but the focus of the job is clearly technical rather that managerial.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher VI Position Number: 1143

Reference Level: 19

General Characteristics Plans, organizes, and executes investigations involving unique problems and complex issues which may impact multiple areas of specialization. This is a senior investigator/staff specialist, recognized outside the organization as a thought leader in the field of specialism. Regularly presents at international forums and conferences as an expert. Typically requires advanced study and lengthy experience, however individual accomplishment is measured over maturity.

Representative Activities • Identifies and defines problems that are of major importance to the

organization.

• Conceives, plans, and conducts investigations involving unique problems and complex issues.

• Plans and reviews related projects assigned to others and integrates findings.

• Acts as an advisor to others as an expert in the field.

• May be assisted by scientists or engineers, but focus is technical rather than managerial.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher V Position Number: 1144

Reference Level: 18

General Characteristics Independently applies intensive and diversified knowledge of scientific research or engineering principles to broad areas of assignments and related fields. This is a principal investigator/staff specialist. May present at international forums and conferences as an expert.

Representative Activities • Independently conceives, plans, and conducts research, which could have

considerable influence on scientific knowledge or technological developments.

• Acts as staff advisor/consultant relative to a scientific or technical specialism.

• Develops and evaluates plans and criteria for a variety of projects and activities to be carried out by others. As project leader, reviews results of individual members and of project team overall.

• Assesses feasibility and soundness of proposed experimental approaches, techniques or equipment when necessary data are insufficient or confirmation by testing is advisable.

• As an individual researcher, carries out complex or new assignments requiring the development of new or improved techniques and procedures.

• May be assisted by scientists or engineers, but focus is technical rather than managerial.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher IV Position Number: 1146

Reference Level: 17

General Characteristics Independently evaluates, selects, and applies broad engineering/scientific techniques, processes, and criteria, using judgment in making adaptations and modifications. This is a fully competent scientist/researcher in all conventional aspects of the subject matter. Typically requires a doctorate degree and significant experience.

Representative Activities • Conducts work requiring independent judgment in the evaluation,

selection, adaptation, and modification of standard techniques, processes, and criteria. Refers to knowledge of precedents in the relevant specialty and principles and practice in related specialties.

• Devises new approaches to problems encountered, working within conventional practices, but incorporating complex features. Receives technical guidance on unusual or complex problems.

• Plans, schedules, conducts or coordinates detailed phases of work for part of a major project or for an entire project of moderate scope.

• May supervise less qualified and/or experienced professionals, technicians or aides who assist in specific assignments.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher III Position Number: 1147

Reference Level: 16

General Characteristics Independently evaluates, selects, and applies standard engineering/scientific techniques, processes, and criteria, using judgment in making minor adaptations and modifications. Typically requires a degree and a minimum of 5 years of experience.

Representative Activities • Investigates a limited number of variables to achieve clear and specific

project results within a narrow focus area.

• Performs work that involves conventional types of plans, surveys, structures, etc., with relatively few complex features for which there are no precedents.

• Receives instruction on specific assignment objectives, technical assistance on complex features, and possible solutions. Work is reviewed by seasoned professionals for technical quality.

• May supervise or coordinate the work of drafters, technicians or aides who assist in specific assignments.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher II Position Number: 1148

Reference Level: 15

General Characteristics Performs varied assignments requiring application of standard practices. Typically requires a degree and a minimum of 3 years of experience.

Representative Activities • Performs work in areas of readily available data resources and repetitive

tasks.

• Applies standard methods and techniques, which require the use of judgment in selecting alternatives.

• Performs specific research components of a larger project directed by a senior professional.

• May delegate work to technicians or aides.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Scientist/Researcher I Position Number: 1149

Reference Level: 14

General Characteristics Performs assignments designed to demonstrate professional work knowledge and abilities. This is an entry-level position. Typically requires a degree and up to one year of experience, or five to seven years of experience following a non-degree technical qualification.

Representative Activities • Performs a variety of specific tasks under close supervision, which involve

a series of detailed steps.

• Collects and evaluates data.

• Provides straightforward solutions to problems using readily available clear and direct references.

• Assists scientists/researchers on projects.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Technician Supervisor Position Number: 6776

Reference Level: 15

General Characteristics Has administrative responsibility for staff of technicians that may work in a pilot plant, analytical laboratory, drafting room or other support location. This is the first level of supervision.

Representative Activities • Supervises a small staff of nonprofessionals to accomplish specific tasks.

• Creates work assignments and schedules, and reviews work in progress.

• Handles personnel actions including performance reviews and salary recommendations.

• Recommends modifications to standard procedures.

• Assures adequate documentation and reporting of procedures and test results.

• May work as an individual contributor technician part of the time.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Researcher/Technician Position Number: 1150

Reference Level: 13

General Characteristics Performs assignments designed to develop professional work knowledge and abilities. This is an entry-level position. Typically requires a degree with no relevant experience, or has three to five years of experience following a non-degree technical qualification.

Representative Activities • Performs a variety of routine tasks under close supervision, which provide

experience and familiarization with methods, practices, and programs.

• Participates in formal and informal training as appropriate.

• Assists scientists/researchers/technologists as needed.

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Family: Research and Development (RD) Function: Research and Development (RDA)

Laboratory Manager Position Number: 6770

Reference Level: 18

General Characteristics Ensures performance of research/testing activities in the laboratory, on the basis of agreed programs, through optimum management of human and technical resources. Supervises a professional structure involving different experience levels, engineers, and workers to complete tests. Performs both technical and managerial tasks. Typically requires a degree and four to seven years of experience, preferably with a specialization in managed sectors. Typically reports to a research and development manager.

Representative Activities

• Ensures drafting and proposal of assigned laboratory budget, in terms of human resources, equipment, and materials, to meet assigned research objectives.

• Keeps updated on technological progress, involving laboratory equipment and testing methodologies.

• Ensures planning of tests, research, and allocation of resources to individual programs.

• Performs ongoing supervision of compliance with costs, time, and quality standards and implements corrective actions if required.

• Ensures development of research and test documentation and its distribution to internal users for further research phases and after-sales service.

• Takes part in the definition of new research programs, within the framework of competencies.

• Keeps constant relations with other internal and external laboratories to carry out the necessary interactions and benchmark for technological innovations.

• Ensures awareness of and compliance with safety regulations.

Scope Variants

Variants relate to number of employees and available expenditure budget as the principle guides in determining the match level.

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Reference Level 19

Reference Level 18

Reference Level 19

Headcount: >40 20 to 40 <20

Available budget ($ million):

>$6m $3 to 6m <$3m

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Family: Research and Development (RD) Function: Research and Development (RDA)

Laboratory Technician Position Number: 1151

Reference Level: 12

General Characteristics Carries out complex or specialized analytical tests.

Representative Activities • Uses a range of methods from standard and well-established routines to

specially adapted processes.

• Plans own work within the constraints of a research program or test schedule.

• Liaises with maintenance staff on repair of faults and modifications.

• Works on specific projects under guidance of a technical specialist, e.g. chemist.

• Records data, observations, and conclusions.

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Engineering General Engineers

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineering Manager Position Number: 5560

Reference Level: 20

General Characteristics Provides management review and control over multiple units of engineering work, including development of projects, structures or processes as part of a major engineering program. Integrates several specialized areas of engineering to serve a particular business segment, or directs a single specialization serving several business units.

Representative Activities • Manages one discipline over a range of products or processes, or a diverse

range of engineering disciplines within subordinate units.

• Focuses on managerial concerns of the project such as cost, completion date, and resource allocation. Provides expert resolution of issues and monitors integration of work.

• Reviews technical concepts of major projects.

• Personally participates in solving difficult technical problems.

• Responsible for recruitment, performance reviews, and training needs.

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Family: Engineering (EG) Function: General Engineers (EGA)

Process Engineering Manager Position Number: 7523

Reference Level: 20

General Characteristics Accountable for all process engineering activities in support of manufacturing operations. Acts as technical staff resource for the location in designing processes and equipment to produce products.

Representative Activities • Manages the process engineering discipline.

• Focuses on managerial concerns of the project such as cost, completion date, and resource allocation. Provides expert resolution of issues and monitors integration of work.

• Reviews technical concepts of major projects and details equipment specification.

• Personally participates in solving difficult technical problems.

• Responsible for recruitment, performance reviews, and training needs.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineering Supervisor Position Number: 1152

Reference Level: 18

General Characteristics Provides day-to-day administrative and technical supervision of a staff of engineers and technicians within a unit of an engineering department. This is the first level of supervision that includes both administrative and technical responsibility for staff. Tends to specialize either professionally, in areas of competence (electrical, mechanical, etc.), or functionally, according to type of product or process. Has full technical responsibility for the results of the unit's efforts and for the effectiveness of its overall integration with other units. Typically leads a staff of five to ten professionals.

Representative Activities • Plans and supervises the work of a staff of professional engineers and

technicians to accomplish specific engineering projects.

• Directs work assignments, scheduling, and reviews of work in progress.

• Handles personnel actions including performance reviews, salary recommendations, and coordination of training and development.

• Reviews technical feasibility of proposed solutions to engineering problems.

• Personally helps solve difficult technical problems.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer VII Position Number: 5559

Reference Level: 20

General Characteristics Makes decisions and recommendations recognized as authoritative and have important impact on extensive engineering activities. Demonstrates creativity, foresight, and mature engineering judgment in anticipating and solving unprecedented engineering problems, determining program objectives and requirements, organizing programs and projects, and developing standards and guides for diverse engineering activities. This is an individual researcher and consultant who is a recognized leader and authority in the company in a broad area of specialization, or in a narrow but intensely specialized field. Represents the highest level on the engineering ladder and reached by less than 2% of all of the organization's engineers.

Representative Activities • Selects research problems to further the company's objectives.

• Conceives and plans investigations of broad areas of considerable novelty and importance to the overall engineering program for which engineering precedents are currently lacking.

• Consults extensively with associates and others, with a high degree of reliance placed on scientific interpretation and advice.

• Contributes to inventions, new designs or techniques that are regarded as major advances in the field.

• Initiates and maintains extensive contacts with key engineers and officials of other organizations and companies, requiring skilled persuasion and negotiation of critical issues.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer VI Position Number: 5561

Reference Level: 19

General Characteristics Conceives, develops and evaluates plans and criteria for solving a variety of unique and complex engineering problems. Assesses feasibility and soundness of proposed engineering solutions. This is a senior staff specialist who is recognized as an expert in theories and principles of the professional field, as demonstrated by significant accomplishments and contributions.

Representative Activities • Responsible for ensuring products, equipment, materials, etc. are designed

and developed to the highest standard.

• Defines and establishes design constraints.

• Conceives and plans engineering development and feasibility studies.

• Collaborates with management to define technical needs.

• Coordinates and integrates efforts of other units of the company, including engineering, manufacturing, marketing, etc.

• Serves as an advisor to other technical personnel.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer V Position Number: 1153

Reference Level: 18

General Characteristics Develops and evaluates plans and criteria for a variety of projects and activities that are to be carried out by others. Assesses feasibility and soundness of proposed engineering evaluation tests, products or equipment when necessary data are insufficient or confirmation by testing is advisable. This is a staff specialist who is recognized as a technical expert within the department or division of the company. Possesses a thorough knowledge of general principles and theories in a professional field, and contributes significantly to the solution of applied problems. Typically requires a relevant degree and nine or more years of experience.

Representative Activities • Develops design solutions according to requirements, to deliver products,

equipment, materials, etc. of the highest standard.

• Participates in establishing design constraints.

• Prepares engineering development proposals and feasibility studies.

• Helps management set technical objectives.

• Coordinates efforts at all levels with other units of the company, including engineering, manufacturing, marketing, etc.

• May develop new or modified components, products, manufacturing processes, materials, and equipment.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer IV Position Number: 1154

Reference Level: 17

General Characteristics Performs complex assignments often requiring development of new or improved products, processes or techniques. Assesses feasibility and soundness of proposed engineering tests, products, and equipment. Coordinates planning, organization, and implementation of engineering projects within constraints of specific objectives and target dates as specified by management. This is a journey level position and may represent transition from individual contributor to the managerial level. May or may not have ongoing responsibilities for people management. Typically requires the ability to broadly interpret principles, theories, and concepts of an engineering specialty.

Representative Activities • Contributes to successful project completion by participating in the

resolution of issues such as conflicting design requirements, unsuitability of standard materials, and complex coordination requirements.

• Coordinates project activities with other operating or engineering units to facilitate participation of appropriate staff in project completion.

• Coordinates implementation of design engineering solutions.

• Reviews project-related documentation to ensure accuracy.

• Participates in professional organizations to maintain current knowledge of technical innovations.

• Assists in determining project objectives to contribute to the development of a comprehensive project design.

• Outlines project requirements, assigns tasks, and supervises progress to ensure that objectives are being met.

• Provides technical direction to project team members.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer III Position Number: 1155

Reference Level: 16

General Characteristics Performs standard engineering assignments, usually representing a significant portion of a larger project. Selects engineering techniques to solve problems and makes design recommendations. This is the second career progression for an engineer. Typically requires a degree in engineering and three or more years of experience.

Representative Activities • Participates as a team member in a specific phase of a broad engineering

assignment.

• Directs preparation of appropriate documentation for assigned projects.

• Provides technical leadership to a small group of temporarily assigned engineers and technicians.

• Ensures successful completion of the assigned project phase within the budgeted time and cost constraints.

• Participates in defining engineering approaches, and in planning and scheduling work.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer II Position Number: 1156

Reference Level: 15

General Characteristics Performs conventional, less complex engineering assignments that may involve equipment or product design, testing of materials, preparation of specifications, process studies or research investigations. This is the novice level and is the first career progression for an engineer. Instructions are provided on task specifications and design constraints, and new designs or applications are closely reviewed. Typically requires one to two years of experience.

Representative Activities • Applies standard techniques involving only minor innovations of

methodology to provide solutions to problems with a limited number of variables.

• Normally focuses on existing products or processes.

• Participates with drafters, technicians, and others to contribute to project completion.

• Coordinates work with other engineers and operating groups to facilitate participation of various organizational units.

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Family: Engineering (EG) Function: General Engineers (EGA)

Engineer I Position Number: 1157

Reference Level: 14

General Characteristics Performs limited assignments of specific engineering tasks, such as contributing to a minor phase of a larger project or testing new products. Emphasis is on documentation, monitoring, and testing. This is an entry-level professional with limited experience. Typically requires a degree in engineering or equivalent.

Representative Activities • Performs a variety of routine tasks that are planned to provide experience

and familiarization with the engineering staff and the methods, practices, and programs of the company.

• Provides straightforward solutions to problems using readily available, clear, and direct references.

• Collects and evaluates data, and develops plans for assignments that may involve design application.

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Engineering Engineering Technicians and Drafters

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Engineering Technician Supervisor Position Number: 1158

Reference Level: 15

General Characteristics Provides administrative supervision of staff. This is the first level of administrative supervision. May oversee equipment testing, product service, a drafting room or other support activity.

Representative Activities • Supervises small staff of nonprofessionals to accomplish specific tasks.

• Makes work assignments and schedules and reviews work in progress.

• Handles personnel actions including performance reviews and salary recommendations.

• Recommends modifications to standard procedures.

• Assures adequate documentation and reporting of procedures and test results.

• May also work as an individual contributor technician as needed.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician VI Position Number: 1159

Reference Level: 15

General Characteristics Responsible for complex assignments, demonstrating technical leadership and a peer level understanding with professionals of engineering concepts and principles in the assigned area of activity. May perform parts of standard engineering assignments. Selects technologist/engineering techniques to solve problems and make design recommendations. This is a senior specialist working as a team member with professional staff. Typically requires at least eight years of experience and comprehensive knowledge of theories and principles of relevant disciplines, and the concepts and methods employed by the professional staff.

Representative Activities • Develops product specifications and designs test procedures and

standards.

• Recommends/develops product or process changes to improve system performance or to better meet customer or other user needs.

• Works with professional staff in defining technical approaches and in diagnosing causes of system, equipment or material failures.

• Designs and develops appropriate procedures, equipment (moulds, dies, jigs, and fixtures), and standards to satisfy the intent of the project.

• Responsible for testing and calibration of testing equipment.

• Prepares project specifications, cost and material estimates, project schedules, reports, contacts or tender documents.

• Evaluates sources of materials and coordinates with suppliers to ensure materials meet specifications and appropriate quality and safety standards.

• Undertakes field inspections and surveys.

• Develops engineering drawings and specifications from preliminary specifications.

• May provide project/technical leadership to a small group of technologists/technicians involved with design, testing, fieldwork, pilot plant, etc.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician V Position Number: 1160

Reference Level: 14

General Characteristics Responsible for complex technical assignments as a significant part of an ongoing engineering program, in support of activities such as design, diagnostics, testing, production, operation of equipment, and systems. Recommends product or process modification. Assists in diagnosing and finding answers to technical or research problems. This is a seasoned specialist with a thorough knowledge of theories and principles of the relevant discipline and a sound understanding of design concepts and studies of professional team members. Typically requires completion of a two- or three-year degree program in engineering technology (i.e., mechanical, electrical, civil), at least seven years of experience, and five years of practical work.

Representative Activities • May perform some or all of the following services:

• Translates product specifications in designing test procedures and standards.

• Recommends product or process changes to improve system performance or to better meet customer or other user needs.

• Works with professional staff in diagnosing causes of system, equipment or material failures using advanced testing methods and equipment.

• Selects and uses appropriate procedures, equipment, and standards to satisfy the intent of professional staff.

• Prepares cost and material estimates, project schedules, and reports.

• Prepares contract and tender documents.

• Designs moulds, tools, dies, jigs, and fixtures.

• May assist with evaluating sources of materials and coordinating with suppliers to ensure materials meet specifications and appropriate quality and safety standards.

• Participates in field inspections and surveys.

• Develops engineering drawings and specifications from preliminary specifications.

• Provides technical direction to lower level technologists/technicians.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician IV Position Number: 1161

Reference Level: 13

General Characteristics Responsible for moderately complex technical assignments as a significant part of an ongoing engineering program, in support of activities such as design, testing, production, operation of equipment, and systems. Assists in the design, operation and maintenance of equipment, tools, methods, and services and in diagnosing and correcting technical problems. This is a journey-level professional with a thorough knowledge of principles of the relevant discipline and a sound understanding of the objectives of professional staff. Typically requires completion of a two- or three-year degree in engineering technology, plus at least five years of practical work experience.

Representative Activities • May perform some or all of the following services:

• Develops test standards and procedures under general direction from professional staff.

• Assists professional staff in diagnosing causes of system, equipment or material failures using advanced testing methods and equipment.

• Provides technical opinions and information for use in product or process modifications and in interpretation of results.

• Selects and uses appropriate procedures, equipment, and standards to produce required data and assists with interpretation.

• Sets up, tests, and calibrates testing equipment.

• Undertakes projects involving costing, material estimates, scheduling, etc.

• Prepares routine engineering drawings and specifications from sketches and verbal instructions.

• Provides advice and technical direction to lower level technologists/technicians.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician III Position Number: 1163

Reference Level: 12

General Characteristics Responsible for standard technical assignments as a significant part of an ongoing engineering program, in support of activities such as design, testing, production, operation of equipment, and systems. This is the first-level of professional, with a sound knowledge of principles of the relevant discipline applied to practical situations. Works within an engineering program where direction and assistance are provided by professional or more senior technologist/technician staff. Typically requires completion of a two- or three-year degree in engineering technology (i.e., mechanical, electrical, civil), and three years of supervised work experience.

Representative Activities • May perform some or all of the following services:

• Under direction, selects and uses appropriate procedures, equipment, and standards to produce requested results.

• Understands the basic purpose for tests/projects in order to make appropriate observations, adjust procedures, and note anomalies.

• Recommends modifications to design and test procedures, equipment, and standards, and contributes to development of new methods.

• Under general direction, tests and calibrates test equipment.

• Assists in locating and correcting operating problems.

• Contributes to projects involving costing, material estimates, scheduling, etc.

• Takes part in preparing routine engineering drawings and specifications.

• Counsels and/or assigns simple tasks to junior staff.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician II Position Number: 1166

Reference Level: 11

General Characteristics Performs conventional assignments as part of an ongoing engineering program, in support of activities such as design, testing, production, operation of equipment, and systems. This position represents the first progression for someone who has completed secondary technical education.

Representative Activities • May perform some or all of the following services:

• Under supervision, selects and conducts tests and analyses of materials, equipment, and processes of moderate complexity using standard and established procedures. Some judgment is required to obtain results including reporting additional information of potential importance.

• Makes minor modifications of procedures within guidelines, recording both requested results and observed anomalies.

• Assists in making modification to test procedures and equipment, and in testing and calibrating test equipment.

• Contributes to projects involving costing, material estimates, scheduling, etc., under supervision.

• Assists in preparing routine engineering drawings and specifications, under close supervision.

• Assists in field surveys and inspections.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Technologist/Technician I Position Number: 1170

Reference Level: 10

General Characteristics Performs limited assignments as part of an ongoing engineering program, in support of activities such as design, testing, production, operation of equipment, and systems. Uses a variety of materials and/or equipment, some of which require precise calibration and readings. Works within structured routines using reference materials and readily available assistance from more senior staff. This is an entry-level position for someone who is either nearing completion, or has recently completed a two- or three-year degree in engineering technology or closely related discipline.

Representative Activities • May perform some or all of the following services:

• Conducts a variety of standard tests and analytical procedures assigned through verbal or written instructions, requiring some judgment on occasion to obtain results.

• Assists in setting up tests, using a variety of test materials and equipment, and records results to facilitate comparison with defined standards. Notes unusual occurrences which may have significance.

• Collects and evaluates data and develops plans for assignments that may involve design application.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Design Drafter Position Number: 1162

Reference Level: 13

General Characteristics Produces working designs from engineering specifications where only conceptual features have been identified. Projects are based in an engineering sub-sector, e.g. civil, electrical, oil and gas, etc. Knowledge is specialized and mainly gained through extensive on-the-job experience.

Representative Activities • Produces schematic layouts of mechanical mechanisms, electrical systems

or structures.

• Calculates and defines key features to meet required functional specifications using standard reference books or procedures.

• Uses computer programs for detailed design, generating parts lists and specifications; turns research ideas into technical plans using CAD/CAE software.

• Selects proprietary items in achieving design requirements.

• May contribute to design standards and system and engineering specifications.

• May act as team leader on major projects coordinating work of other draftsmen.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Drafter Position Number: 1164

Reference Level: 12

General Characteristics Produces working drawings from layouts or sketches, with reference made to standard drawing procedures. Projects are based in an engineering sub-sector, e.g. civil, electrical, oil and gas, etc. Knowledge is specialized and mainly gained through on-the-job experience.

Representative Activities • Draws general assembly, illustrating key features of design and notes of

reference or instruction as appropriate.

• Able to conceptualize and produce comprehensive design solutions, with high quality work using CAD/CAE.

• Prepares parts lists and material schedules.

• Allocates subsidiary drawing reference numbers for sub-assemblies.

• Obtains dimensional and other features of specified proprietary items to incorporate in design.

• Ensures dimensional suitability by reference to known standards and allocates tolerances as appropriate.

• Make calculations in specifying dimensional features.

• May use specialized nomenclature for hydraulic or pneumatic schematics.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Electronic Technician II Position Number: 1165

Reference Level: 12

General Characteristics Performs a variety of electronic, mechanical, and electromechanical tests on electronic systems, sub-assemblies, and parts to ensure unit functions according to specifications or to determine cause of unit failure. Typically requires knowledge of the principles of electronics, electricity, and possibly mechanics, along with several years of experience in troubleshooting malfunctions on sub-assemblies prior to working on electronic systems.

Representative Activities • Reads test schedules, work orders, test manuals, performance

specifications, wiring diagrams, and schematics to ascertain testing procedures and equipment to be used.

• Performs functional tests of systems, sub-assemblies or parts under specified environmental conditions, such as temperature changes, vibrations, pressure, and humidity, using devices such as temperature cabinets, shake-test machines, and centrifuges.

• Traces circuits of defective units using diagnostic programs and replaces or rectifies defective components.

• Calibrates test instruments according to specifications.

• Reads dials that indicate electronic characteristics such as voltage, frequency distortion, inductance, and capacitance.

• Compares results with specifications and records test data or plots test results on graphs.

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Family: Engineering (EG) Function: Engineering Technicians and Drafters (EGB)

Electronic Technician I Position Number: 1167

Reference Level: 11

General Characteristics Tests the electronic functions of assemblies, components, and parts using standard test equipment and procedures. Typically requires a basic understanding of principles of electronics and electricity, acquired through either formal technical training or several years of practical experience.

Representative Activities • Connects unit to test instruments such as ohmmeter, voltmeter, ammeter or

oscilloscope.

• Reads instrument dials or scopes that indicate resistance, capacitance, continuity or wave pattern.

• Compares instrument readings with standards and investigates routine defects.

• Records type and quantity of defects.

• Examines assembly or components for visual defects such as short leads, bent plates or cracked seals.

• Adjusts circuits in electronic appliances for maximum signal response.

• Verifies dimensions of parts, using standard gauges.

• Operates equipment, which subjects unit to stress prior to testing.

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Logistics/Supply Chain

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Family: Logistics/Supply Chain (LS) Function: Spanning (LSZ)

Logistics and Supply Chain Manager II

Position Number: 1851 Reference Level: 19

General Characteristics Manages and coordinates the company's logistic and supply chain function across sub-functions such as acquisition, warehousing, material management, and distribution/transportation to meet company’s business requirements. This is the top logistic and supply chain position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements logistic and supply chain strategies, guidelines and procedures within broad principles and policies set by the organization to meet requirements supporting short and long-term business needs.

• Oversees the purchasing of materials and equipment to ensure an uninterrupted supply at optimum cost.

• Develops, implements, and monitors all logistics management activities required for the timely and efficient transportation and warehousing of incoming and outgoing materials and distribution of products.

• Ensures the integration of sales forecasts, purchasing, production control, traffic, and warehousing to support a manufacturing operation and optimize costs.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Company’s revenue

>150 million USD 50 - 150 million USD < 50 million USD

Size of team:

Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Family: Logistics/Supply Chain (LS) Function: Spanning (LSZ)

Logistics and Supply Chain Manager I

Position Number: 1852 Reference Level: 17

General Characteristics Manages and coordinates the company's logistic and supply chain function including acquisition, warehousing, material management, and distribution/transportation to meet company’s business requirements. This is the top logistic and supply chain position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Implements established logistic and supply chain policies, procedures, and

practices to meet requirements supporting short and long-term business needs.

• Manages purchasing of materials and equipment to ensure an uninterrupted supply at optimum cost.

• Manages logistic activities required for the timely and efficient transportation and warehousing of incoming and outgoing materials and distribution of products.

• Ensures connection between sales, purchasing, production control, traffic, and warehousing to support a manufacturing operation and optimize costs.

• Manages, motivates and assesses performance of a small team of professionals.

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Logistics/Supply Chain Business Planning

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Family: Logistics/Supply Chain (LS) Function: Business Planning (LSD)

Demand and Supply Planning Director

Position Number: 1879 Reference Level: 19

General Characteristics Oversees the demand / supply planning function to enable business planning

and enhance profitability.

Representative Activities • Develops and implements core demand / supply planning processes, plans

and business routines to support business objectives.

• Oversees development of demand / supply plans for company’s senior management review and approval.

• Establishes all forecast parameters required to generate statistical forecast.

• Monitors results and identifies trends impacting demand forecast accuracy. Develops and oversees implementation of corrective action plans as necessary.

• Manages consensus forecast translation processes to provide actionable information to Marketing, Product Management and Supply Chain.

• Facilitates cross-functional (Supply Chain, Sales & Marketing, Customer Service, Production, Finance, and IT) meetings to improve and adopt demand / supply planning best practice forecasting techniques, methods, and approaches.

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Family: Logistics/Supply Chain (LS) Function: Business Planning (LSD)

Demand and Supply Planning Manager

Position Number: 1878 Reference Level: 17

General Characteristics Manages a team of Demand / Supply Planners and oversees forecast and inventory planning process to optimize inventory stocking levels and to meet customer service objectives.

Representative Activities • Evolves and maintains documentation and standard operating procedures

for demand/supply planning processes and systems and ensures that these are being followed by the staff.

• Establishes and improves forecasting techniques, methods (statistical models and software tools) in creating forecasts and respective inventory targets.

• Ensures that inventory targets (including safety stock levels) approved by management are maintained.

• Leads forecast and inventory planning meetings with marketing, sales, and supply chain managers, reviewing recommended sales forecasts and inventory goals.

• Prepares and communicates forecast and inventory measurements to management (forecast accuracy, inventory plan vs. targets).

• Monitors stock-keeping unit levels and recommends stock-keeping unit rationalization initiatives in the future.

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Family: Logistics/Supply Chain (LS) Function: Business Planning (LSD)

Demand Planner Position Number: 1876

Reference Level: 15

General Characteristics Plans and manages allocated supply chain resources and demand processes to ensure the business meets agreed customer service targets at minimum operating cost and optimum stock levels.

Representative Activities • Establishes robust demand forecasts by utilizing relevant statistical tools

and using market and sales information including planned sales orders, customer contracts, intercompany standing orders, promotional activity, seasonality, brand changes, etc.

• Cooperates with sales, marketing, customer service personnel to deliver an accurate demand driven forecast plans.

• Conducts analysis of sales forecasts together with marketing and finance insight.

• Reports on forecast accuracy.

• Coordinates forecast updates and manages demand changes from key areas within business.

• May also have responsibility for customer collaboration in key customers.

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Family: Logistics/Supply Chain (LS) Function: Business Planning (LSD)

Supply Planner Position Number: 1877

Reference Level: 15

General Characteristics Manages finished goods inventory assortment, levels, and replenishment to ensure on time performance and fill rates across distribution network.

Representative Activities • Reviews stock-keeping units coverage profiles and takes corrective

actions.

• Manages safety stocks and stock-keeping units selection process.

• Identifies potential capacity restrictions which impact goals and develop plans to alleviate restrictions.

• May manages medium and long term capacity tradeoffs with plants.

• Monitors customer and inventory trends, and recommends short term forecast adjustments.

• Assists with the adjustment of the inventory optimization plan to ensure maximization of gross margin return on investment and minimize inventory carrying costs.

• Communicates decisions and supply impacts to all stakeholders in the planning process.

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Logistics/Supply Chain Purchasing/Procurement

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Family: Logistics/Supply Chain (LS) Function: Purchasing/Procurement (LSA)

Purchasing Manager Position Number: 1171

Reference Level: 18

General Characteristics Directs the purchasing function for a major group of materials and equipment to ensure an uninterrupted supply at optimum cost, and within the policies and guidelines established by management. May be primarily an individual contributor purchasing a large volume of a limited range of critical materials or a managerial position purchasing a wide range of items through a group of subordinates.

Representative Activities • Establishes and implements procedures for procuring materials and

services.

• Consolidates major purchases to secure the best possible pricing by leverage.

• Negotiates long-term contracts to ensure optimum costs and reliable supply.

• Maintains relationships with vendors and contractors to ensure good, reliable sources of supply and information.

• Ensures thorough and complete purchase and inventory records to provide accurate accounting of all purchased goods and services.

• Processes to conclusion all disputed purchases of goods and services for the protection of the company and with fairness to the supplier.

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Family: Logistics/Supply Chain (LS) Function: Purchasing/Procurement (LSA)

Purchasing Agent Position Number: 1173

Reference Level: 16

General Characteristics Purchases complex items, with detailed specifications. This is a seasoned professional involved in developing specifications and performing analysis to balance the value of competing bids.

Representative Activities • Negotiates service contracts and approves extra work claims.

• Analyzes and evaluates bids to determine optimum value.

• Selects suppliers and issues purchase orders; follows-up and expedites as necessary.

• Reviews and approves purchase requisitions.

• Identifies potential suppliers and issues requests for quotations.

• Investigates and qualifies suppliers.

• Monitors market trends and conditions.

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Family: Logistics/Supply Chain (LS) Function: Purchasing/Procurement (LSA)

Buyer II Position Number: 1175

Reference Level: 14

General Characteristics Purchases materials, parts, supplies, and equipment following established purchasing policies and procedures and optimizes price, delivery, and terms. This is an intermediate level position who typically purchases $3.5 to $5 million per year. Not heavily involved in development of specifications, but work is more complex than buying off-the-shelf items.

Representative Activities • Reviews and approves purchase requisitions.

• Identifies potential suppliers and issues requests for quotations.

• Analyzes and selects suppliers and issues purchase orders; follows-up and expedites as necessary.

• Investigates and qualifies suppliers.

• Monitors market trends and conditions.

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Family: Logistics/Supply Chain (LS) Function: Purchasing/Procurement (LSA)

Buyer I Position Number: 1176

Reference Level: 13

General Characteristics Purchases materials, parts, supplies, and equipment following established purchasing policies and procedures and optimizes price, delivery, and terms. This is the first-level professional who typically purchases less than $3.5 million per year. Not involved in development of specifications and primarily buys off-the-shelf items.

Representative Activities • Reviews purchase requisitions for proper authorization.

• Identifies potential suppliers and issues requests for quotations.

• Analyzes and selects suppliers and issues purchase orders; follows-up and expedites as necessary.

• May monitor storeroom stocks and initiate orders within established guidelines.

• Assists in studies of market trends.

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Logistics/Supply Chain Warehousing/Material Management

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Materials Manager Position Number: 6354

Reference Level: 19

General Characteristics Integrates the functions of purchasing, production control, traffic, and warehousing to support a manufacturing operation. This is an operational-level position designed to pull together the logistics-related functions. Typically requires managerial experience in one or more of the functional areas.

Representative Activities • Using shipping forecasts and commitments, develops production plans and

schedules.

• Identifies material requirements and timing.

• Directs acquisition of materials, components, and supplies to support production schedules.

• Coordinates transportation and warehousing of incoming and outgoing materials.

• Coordinates inventory and production schedules to optimize costs.

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Material Coordinator Position Number: 1885

Reference Level: 17

General Characteristics Manages the accurate and timely flow of material and supplies that supports effective and cost-efficient businesses requirements.

Representative Activities • Coordinates the process of material management – just in time delivery,

storage, handling, and control in line with company’s policies.

• Compiles and maintains material inventory records, in-process production reports, and status, and location of materials.

• Reviews material inventory records on regular/daily basis, manages inventory control policies (minimum inventory, point of order, economic batch), and places orders with parts and material suppliers to ensure required material.

• Coordinates and expedites flow of materials, parts, and assemblies according to production and shipping schedules or department priorities.

• Examines material delivered to production departments to verify conformance to specifications.

• May arranges in-plant transfer of materials to meet production schedules.

• Coordinates and supervises a small team of material administrators.

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Warehouse Manager Position Number: 1180

Reference Level: 16

General Characteristics Staffs, organizes, and directs operations within a warehouse to effectively manage receipt, storage, selection, packaging, loading, and shipping of products to customers. This is a first- or second-level supervisory position covering more than one shift or area.

Representative Activities • Controls costs through productivity of personnel, efficient usage of storage

space, and proper protection of stored materials.

• Maintains records of inventories and location for production control and cost accounting.

• Recommends warehouse/material handling equipment needs and replacement.

• Responsible for enforcing organization policies of conduct and safety and initiates disciplinary action.

• Identifies the causes of product losses and takes corrective action.

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Warehouse Supervisor Position Number: 1182

Reference Level: 13

General Characteristics Supervises warehouse operations to ensure that orders are selected, packaged, loaded, and dispatched safely, timely, and efficiently, and proper records are maintained. Typically accountable for a single warehouse department on a shift. This is a first-level supervisor who typically reports to a warehouse manager.

Representative Activities • Promotes productivity and safety through effective training and constant

feedback to employees.

• Maintains records of employee attendance and performance.

• Anticipates staff needs, schedules personnel, and assigns work.

• Maintains daily objectives and ensures work goals are met in a timely and effective manner.

• Initiates personnel actions for approval by management.

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Stock Clerk Position Number: 1183

Reference Level: 8

General Characteristics Responsible for the receipt, recording, and disbursement of a wide variety of tools, materials, and supplies from a shop supply room. Must be sufficiently knowledgeable about products and locations to service requisitions with minimum delay. Uses a manual or terminal based inventory system.

Representative Activities • Issues requisitioned products, ensuring proper authorization and

maintaining appropriate needs.

• Assists in receiving, checking, documenting, and storing incoming products.

• Assists in conducting physical inventories.

• May recommend locations, stock rotations, and other procedures for greater efficiency.

• Uses a ladder, hand truck, and dolly.

• May suggest substitutes for simple out-of-stock items.

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Family: Logistics/Supply Chain (LS) Function: Warehousing/Material Management (LSB)

Forklift Operator Position Number: 1184

Reference Level: 7

General Characteristics Operates a manually controlled, rider-type powered truck with forks or other lifting devices (e.g., clamps, barrel lifters, customized devices) to transport materials of all kinds around a warehouse or plant. Materials to be moved, location, and destination are clearly indicated. May use a stock-locator system in a warehouse and may be required to search for missing lots.

Representative Activities • Moves a paletted, large single item or unit loads; withdraws or positions

loads in racks.

• May perform routine equipment servicing, such as attaching a battery charger, replenishing fuel, and checking for safety of operations.

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Logistics/Supply Chain Distribution/Transportation

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Transportation and Distribution Manager

Position Number: 1177 Reference Level: 19

General Characteristics Develops, implements, and monitors all logistics management activities required for the timely and efficient transportation and distribution of products. Participates in the development of the strategies of the business and understands the need for an effective transportation and distribution function to support them. This is a well-seasoned, senior-level professional who typically reports directly to a functional head of transportation and distribution.

Representative Activities • Manages a team of logistics specialists accountable for product tracking,

route analysis, and re-routing recommendations.

• Manages the organization's vehicle facilities and operations.

• Participates in the implementation of the organization's strategy for efficient product distribution.

• Supports the organization's strategy by providing data and recommendations on costing and usage alternatives.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Logistics Specialist Position Number: 6340

Reference Level: 16

General Characteristics Coordinates all day-to-day logistics activities required for the transportation of products, via all available modes. This is an individual contributor, career-level position. Typically requires a technical or business-related degree.

Representative Activities • Monitors, analyzes, and modifies transportation methods, to maximize

asset utilization.

• Expedites the transportation of products by trouble-shooting immediately when problems arise.

• Assesses equipment requirements.

• Interfaces regularly with product management, production operations, IT, and overseas sales office staffs, carriers, and customers, to discuss and improve how logistics are managed.

• Supports the transportation negotiation function by providing cost and route analyses, and route alternatives.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Traffic Manager Position Number: 1179

Reference Level: 16

General Characteristics Arranges and schedules transportation of products from the plant to distribution centers, warehouses, and customers to optimize service and cost. Responsibilities do not normally include coordination of an organization-owned truck fleet.

Representative Activities • Makes all necessary arrangements to transport finished products from the

plant, using common carriers.

• Determines the most effective mode of transportation, negotiating arrangements with carriers, scheduling individual shipments, and arranging export documentation.

• Monitors service and negotiates settlement of damage claims.

• Serves as a resource on regulations, such as hazardous material packaging and shipping.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Import/Export Manager Position Number: 1883

Reference Level: 18

General Characteristics Ensures that the movement of products, equipment, materials in and/or out of the country is conducted in line with company’s import/export policy which supports business objectives.

Representative Activities • Ensures that import/export activities comply with company’s policy as

well as with local, country and international law and processes.

• Manages the necessary documentation for efficient, cost-effective and lawful execution of all import/export activities.

• Manages financial and currency processes and transactions in accordance with policy and law.

• Communicates with import/export and relates authorities, customers, suppliers in all relevant territories and countries to support import/export business requirements.

• Plans and implements import/export strategy and activities consistent with overall company’s goals and requirements.

• Liaise with other company’s departments in order to establish and maintain efficient import/export activities in relation to sales, purchasing, materials management, production and overall operational function.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Import/Export Supervisor Position Number: 1703

Reference Level: 15

General Characteristics Provides day-to-day supervision of a small group of import/export personnel. This is the first level of supervision where the incumbent has administrative responsibility for staff. The business area will tend to cover all transport lines, such as air, sea, road, and railways. Typically requires thorough knowledge of importing/exporting processes and policies, and a minimum of five years of experience in the import/export business area.

Representative Activities • Performs the most complex importing/exporting processes and activities

(troubleshooting).

• Typically responsible for multiple lines of transport (air, sea, road, railways), or multiple types of goods (groceries, pharmaceuticals).

• Ensures that import/export activities are performed according to legislation.

• Has thorough knowledge of shipping procedures, practices, custom policies, and available means of transportation.

• Distributes work assignments, schedules, and reviews work in progress.

• Handles personnel actions including performance reviews and salary recommendations.

• Improves and/or modifies standard procedures.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Import/Export Specialist Position Number: 1704

Reference Level: 12

General Characteristics Ensures that shipment or receipt of goods to or from an international location is accomplished. Typically requires sound knowledge of importing/exporting processes and policies, and a minimum of two years experience in the import/export business area.

Representative Activities • Performs non-standard and complex activities for importing/exporting of

goods.

• Typically operates in one or two lines of transport (air, sea, road, railways) or in limited types of goods (groceries, pharmaceuticals).

• Verifies correctness of shipping invoices.

• Assesses duty and tariff amounts for shipments.

• Has sound knowledge of shipping procedures, practices, custom policies, and available means of transportation.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Import/Export Clerk Position Number: 1705

Reference Level: 10

General Characteristics Performs clerical tasks for shipment or receipt of goods to or from an international location. This is an entry-level position with well-defined and standardized work.

Representative Activities • Prepares and processes documents for the importing/exporting of goods.

• Verifies correctness of shipping invoices.

• Assesses duty and tariff amounts for shipments.

• Has knowledge of shipping procedures, practices, and available means of transportation.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Dispatcher Position Number: 1733

Reference Level: 12

General Characteristics Responsible for receiving and transmitting messages relating to tracking and activating services, for a specified location or territory.

Representative Activities • Receives and relays information to coordinate operations.

• Checks and tracks schedules, keeping aware of the availability of services at any given time.

• Plans and prioritizes requests, when limited resources are available.

• May monitor, document, and record communication.

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Family: Logistics/Supply Chain (LS) Function: Distribution/Transportation (LSC)

Truck Driver Position Number: 6387

Reference Level: 9

General Characteristics Drives a small to medium truck or van that is typically less than five tons to make regular deliveries and pickups. Vehicle may include a trailer. Requires a driver's license appropriate to the vehicle being driven.

Representative Activities • Plans own routing for most effective utilization within schedule

constraints.

• Ensures delivery or pick-up documentation is complete.

• Does routine servicing and may perform minor truck maintenance such as fueling, checking lights, oil levels, tires, brakes etc.

• May record information such as distance traveled, fuel consumption, etc.

Scope Variants Variants relate to the degree of autonomy as the principle guide to determining the appropriate job match.

Reference Level 9 Reference Level 8

Degree of autonomy:

Oversees all functions of vehicle, including loading and unloading, condition of equipment, safety, and security. May alter routes because of traffic patterns or special deliveries to ensure the most efficient and economical trip.

Works from written or verbal instructions and/or follows regularly scheduled routine, maintains trip records, and checks materials against instructions. Has others assist with loading and unloading vehicle.

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Production Production

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Family: Production (PR) Function: Production (PRA)

Plant Manager Position Number: 1201

Reference Level: 19

General Characteristics Plans, directs, and coordinates all manufacturing activities of a small plant of about 100 employees, including production, materials, quality control, and manufacturing engineering, to produce products in the most cost effective way, while meeting shipping requirements and sales commitments. Operations are characterized by standard products, with very narrow focus and limited range of technology. Plant may be a stand-alone facility or a relatively independent unit within a larger site. Typically requires a broad background in manufacturing technology, line management experience, and an understanding of related administrative areas.

Representative Activities • Directs production and ensures cost effectiveness and consistency with

prescribed quality, accuracy, and performance standards.

• Maintains plant property and equipment to ensure compliance with governmental regulations and to ensure effective and economical operations.

• Prepares and submits operating reports to management to inform them of current production status and to make recommendations to improve efficiency and effectiveness.

• Assures effective customer service and relations through timely delivery of quality products.

• Selects, trains, develops, and motivates manufacturing staff to maintain plant operations.

• Assures compliance of all plant operations with company policy and federal, state, and local regulations.

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Family: Production (PR) Function: Production (PRA)

Superintendent/Production Manager Position Number: 1202

Reference Level: 19

General Characteristics Manages production operations within a production department on multiple shifts, or across several departments on a single shift, to assure cost effective, timely manufacture of quality products. Typically requires a solid background in manufacturing with experience in manufacturing management, a thorough knowledge of regulations concerning material standards, safety, and control, and good communications skills.

Representative Activities • Integrates production operation or processes, or related processes over

multiple shifts.

• Establishes short-term activities directed toward production continuity and balance, such as creating shift schedules, ensuring requisition of materials, machine loading, grievance resolution, and equipment maintenance.

• Coordinates and integrates with other plant function areas to ensure support in attaining output, productivity, and quality.

• Selects, organizes, trains, and motivates the production labor force to ensure consistent attainment of production schedules at optimum productivity and cost levels.

• Recommends improvements in production flow or methods.

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Family: Production (PR) Function: Production (PRA)

General Supervisor II, I Position Number: 1203, 1204

Reference Level: 17, 16

General Characteristics Supervises activities of unit supervisors within a single production or service department on multiple shifts to ensure the effective, timely manufacture of quality products.

Representative Activities • Coordinates production operations within a single department that uses

common production equipment, methods, and standards over multiple shifts.

• Directs unit supervisors in establishing and maintaining production schedules within established procedures and budgets.

• Monitors established performance indicators, including variance reports, production reports, quality reports, and injury reports.

• Ensures compliance with safety rules and regulations to minimize industrial injuries and meet regulatory requirements.

• Guides unit supervisors on union contract interpretation, compliance with organization policies, and adherence to quality control standards.

Scope Variants Variants relate to the complexity of the position and/or size of the unit to determine the appropriate job match.

II Reference Level 17

I Reference Level 16

Size of unit: May coordinate activities of five to eight unit supervisors representing a number of separate manufacturing departments or areas with up to 200 employees. Capital intensive operations may have less staff members.

This is a second level supervisor, with three or more supervisory and 90 unionized employees.

Complexity of position:

Manufacturing operations are more complex in nature (e.g., electronics assembly yard testing of machines) and require skilled production employees.

Requires unskilled to semi-skilled personnel.

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Family: Production (PR) Function: Production (PRA)

Unit Supervisor IV Position Number: 1205

Reference Level: 16

General Characteristics Supervises maintenance or skilled employees on an assigned shift to perform service functions within established timing, quality, and cost standards. Emphasis is on highly skilled operations, such as precision machining, tool and die production, complex assembly, and testing, quality assurance, and troubleshooting. Supervises activities requiring highly skilled employees in tasks with several sequential or unrelated operations and is accountable for work quality. Subordinates may have more than one distinct craft. Typically requires a high level of technical knowledge to assist subordinates with troubleshooting and problem resolution. May have up to 30 subordinates.

Representative Activities • Supervises production activities to ensure manufactured products meet or

exceed all established quality requirements, including product integrity and production order documentation.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines manufacturing priorities based on established weekly production schedules and makes daily assignments.

• Interprets specifications and makes judgments about the acceptability of production that is in process.

• Implements departmental safety programs to ensure safety of employees working in the area.

• Assures product quality.

• Directs routine equipment maintenance and set-up.

• Assists subordinates in problem solving and exercises considerable judgment.

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Family: Production (PR) Function: Production (PRA)

Production Control Manager Position Number: 1178

Reference Level: 18

General Characteristics Generates the extended production plan for an entire plant or an important product line. Responsible for the integration of sales forecasts, budgets, raw materials required in the production process, finished goods inventories, equipment capacities and staffing. This is an experienced level position, requiring a thorough understanding of organization operations, sales environment, and cost structures. Typically, has professional subordinates.

Representative Activities • Analyzes sales forecasts to determine short- and medium-term

requirements for production resources (people, materials, equipment, subcontractors, etc.).

• Establishes guidelines for delivery time commitments.

• Coordinates preparation of production schedules and material orders.

• Monitors and adjusts schedules to respond to market/production requirements and optimizes costs.

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Family: Production (PR) Function: Production (PRA)

Production Planner Position Number: 1181

Reference Level: 15

General Characteristics Provides master schedules for plant production operations to meet production requirements. Typically requires knowledge of plant capacities, equipment, staffing, and processes, and an understanding of their interaction.

Representative Activities • Maintains running accounts of orders received, work completed, and

inventory.

• Matches workload, manning, and production capacity to existing inventory.

• Prepares and monitors master schedules containing details of the materials and production equipment in use, quantity and cost of materials, staffing, the time required, and the quality standards to be met.

• Works with supply chain / logistics, production, and maintenance personnel to coordinate activities.

• Communicates status and changes to customer service or directly to customers.

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Family: Production (PR) Function: Production (PRA)

Unit Supervisor III Position Number: 1206

Reference Level: 15

General Characteristics Supervises employees on an assigned shift to ensure manufacture of products, parts, components or assemblies, or to perform service functions within established timing, quality, and cost standards. Has greater emphasis than Unit Supervisors I and II on skilled operations, such as machining, continuous process operations, assembly, and testing, quality assurance, and troubleshooting. Typically requires a high level of technical skill to assist operators with troubleshooting and problem resolution. May have up to 30 subordinates.

Representative Activities • Supervises production activities to ensure manufactured products meet or

exceed all established quality requirements, including product integrity and production order documentation.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines manufacturing priorities based on established weekly production schedules and makes daily assignments.

• Interprets specifications and makes judgments about the acceptability of production that is in process.

• Implements departmental safety programs to ensure safety of employees working in the area.

• Assures product quality.

• Assists operators in problem solving and exercises considerable judgment.

• Directs routine equipment maintenance and set-up.

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Family: Production (PR) Function: Production (PRA)

Unit Supervisor II Position Number: 1207

Reference Level: 14

General Characteristics Supervises employees on an assigned shift to ensure manufacture of products, parts, components or assemblies, or to perform service functions within established timing, quality, and cost standards. Operations are of a routine nature, normally requiring simple machine set-ups in areas such as stamping, extruding, spot welding or assembly of small units. Typically requires technical proficiency and troubleshooting ability to supervise the production process. May have up to 30 semi-skilled subordinates.

Representative Activities • Supervises production activities to ensure manufactured products meet or

exceed all established quality requirements, including product integrity and production order documentation.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines manufacturing priorities based on established weekly production schedules and makes daily assignments.

• Interprets specifications and makes judgments about the acceptability of production that is in process.

• Implements departmental safety programs to ensure safety of employees working in the area.

• Arranges for the maintenance of machines, equipment, and facilities.

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Family: Production (PR) Function: Production (PRA)

Unit Supervisor I Position Number: 1208

Reference Level: 13

General Characteristics Supervises employees on an assigned shift to ensure manufacture of products, parts, components or assemblies, or to perform other routine tasks, such as janitorial work, within established timing, quality, and cost standards. This is the first level of supervision. Work is characterized by conveyor assembly lines and manual work methods requiring very limited training. May have up to 30 unskilled subordinates.

Representative Activities • Supervises production activities to ensure manufactured products meet or

exceed all established quality requirements, including product integrity and production order documentation.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines manufacturing priorities based on established weekly production schedules and makes daily assignments.

• Interprets specifications and makes judgments about the acceptability of production that is in process.

• Implements departmental safety programs to ensure safety of employees working in the area.

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Family: Production (PR) Function: Production (PRA)

Production Control Manager Position Number: 1178

Reference Level: 18

General Characteristics Generates the extended production plan for an entire plant or an important product line. Responsible for the integration of sales forecasts, budgets, raw materials required in the production process, finished goods inventories, equipment capacities and staffing. This is an experienced level position, requiring a thorough understanding of organization operations, sales environment, and cost structures. Typically, has professional subordinates.

Representative Activities • Analyzes sales forecasts to determine short- and medium-term

requirements for production resources (people, materials, equipment, subcontractors, etc.).

• Establishes guidelines for delivery time commitments.

• Coordinates preparation of production schedules and material orders.

• Monitors and adjusts schedules to respond to market/production requirements and optimizes costs.

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Family: Production (PR) Function: Production (PRA)

Production Planner Position Number: 1181

Reference Level: 15

General Characteristics Provides master schedules for plant production operations to meet production requirements. Typically requires knowledge of plant capacities, equipment, staffing, and processes, and an understanding of their interaction.

Representative Activities • Maintains running accounts of orders received, work completed, and

inventory.

• Matches workload, manning, and production capacity to existing inventory.

• Prepares and monitors master schedules containing details of the materials and production equipment in use, quantity and cost of materials, staffing, the time required, and the quality standards to be met.

• Works with supply chain / logistics, production, and maintenance personnel to coordinate activities.

• Communicates status and changes to customer service or directly to customers.

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Family: Production (PR) Function: Production (PRA)

Operator V / Control Panel Operator Position Number: 6661

Reference Level: 13

General Characteristics

Analyzes specifications and controls continuous operation of processing units (e.g. refinery). Operates control panel to regulate temperature, pressure, rate of flow according to process schedules.

Representative Activities • Reads and analyzes specifications, schedules, logs, and test results to

determine changes to equipment controls required to produce specified product.

• Observes instruments, gauges, and meters to verify conformance to specified quality and quantity of product.

• Moves and adjusts dials, switches, valves, and levers on control panel to regulate and coordinate process variables, such as flows, temperatures, pressures, vacuum, time, catalyst, and chemicals as specified.

• Inspects equipment and listens for automated warning signals to determine location and nature of malfunction, such as leaks and breakage.

• Repairs, lubricates, and maintains equipment or reports malfunctioning equipment to supervisor to schedule needed repairs.

• Compiles and records operating data, instrument readings, documents, and results of laboratory analyses.

• Cleans interior of processing units by circulating chemicals and solvents within unit.

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Family: Production (PR) Function: Production (PRA)

Operator IV Position Number: 7443

Reference Level: 12

General Characteristics Sets up and operates a computer numerical controlled (CNC) machine used in the production of parts in an industrial plant. Has the equivalent of a four-year journeyman apprentice in the operation of machine equipment, plus aptitude for elementary computer programming associated with machine tools.

Representative Activities • Selects tools required to produce parts and sets up the machine.

• Loads parts onto fixtures and performs machining operation.

• Checks finished part against blueprint, debugs, and submits for approval.

• Operates assigned (CNC) machine, or may work a related group of (CNC) machines of similar complexity.

• Understands working properties of common metals, reads blueprints, and understands use of coolants and lubricants.

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Family: Production (PR)

Function: Production (PRA)

Process Operator III Position Number: 1080

Reference Level: 11

General Characteristics Controls machine time, materials, and possibly other operators in other key processes. Operates within general work instructions and intermittent supervisory checks.

Representative Activities • Controls operations of a number of inter-related, specialized machine

processes, which involves considerable judgment to attain the required output features.

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Family: Production (PR)

Function: Production (PRA)

Process Operator II Position Number: 1081

Reference Level: 9

General Characteristics Controls work pace and progress on equipment, requiring awareness of links with other process areas. Operates within established work routines and occasional supervisory checks.

Representative Activities • Operates machines or equipment, which involves setting up and making

adjustments to regulate factors such as temperature, pressure, flow, and reaction of materials.

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Family: Production (PR) Function: Production (PRA)

Process Operator I Position Number: 1082

Reference Level: 8

General Characteristics Coordinates a series of operations or task areas with median cycle time under explicit instruction and close supervision.

Representative Activities • Operates machines or equipment, which requires guiding by means of a

series of inter-related controls, in order to fabricate, process or produce required output.

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Production Maintenance/Skilled Manual

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Plant/Site Engineering and/or Maintenance Manager

Position Number: 1209 Reference Level: 20

General Characteristics Directs installation, maintenance, servicing, and repair of all equipment, buildings, and grounds necessary for continuity of manufacturing operations and safety of plant personnel. Staff includes engineers, other support personnel, and contractors.

Representative Activities • Prepares designs and specifications and estimates costs for internal or

contracted renovations, modifications, expansions or installation of plant facilities and utilities.

• Establishes preventive maintenance and service programs, procedures, and record systems in order to audit the performance of services.

• Develops and maintains a program for efficient production and use of power, water, and gas, and provides instructions and procedures to ensure the program's continued usefulness.

• Provides engineering and cost advice about plant facilities related to the short- and long-term needs of the business.

• Assures compliance with national, regional, and local insurance ordinances, regulations, and codes.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Superintendent II, I Position Number: 1210, 1211

Reference Level: 19, 18

General Characteristics Directs the first or second level supervisors engaged in repair, maintenance, and installation of machines, tools, and equipment, and in maintenance of buildings, grounds, and utility systems or mill, industrial plant or other establishment to assure cost effective, timely provision of maintenance services. This position is found in a setting where services are diverse and require ongoing coordination to meet changing priorities of units served.

Representative Activities • Reviews required maintenance activities to determine work priorities. • Schedules repair, maintenance, and installation of machines, tools, and

equipment to ensure continuous production operations. • Coordinates activities of workers fabricating or modifying machines, tools

or equipment to manufacture new products or improve existing products. • Directs maintenance activities on utility systems to provide continuous

supply of heat, steam, electric power, gas or air required for operations. • Develops preventive maintenance program in conjunction with

engineering and maintenance staff. • Reviews production, quality control, and maintenance reports and

statistics to plan and modify maintenance activities. • Inspects operating machines and equipment for conformance with

operational standards. • Plans, develops, and implements new methods and procedures designed to

improve operations, minimize operating costs, and effect greater utilization of labor and materials.

• Reviews new product plans and discusses equipment needs and modifications with design engineers.

• Requisitions tools, equipment, and supplies required for maintenance operations.

• Confers with management, engineering, and quality control personnel to resolve maintenance problems and recommend measures to improve operations and conditions of machines and equipment.

• May prepare department budget and monitor expenditure of funds in budget.

• Selects, organizes, trains, and motivates labor force to ensure consistent attainment of schedules at optimum productivity and cost levels.

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Scope Variants Variants relate to size of staff and complexity as the principal guides for determining the appropriate job match.

II Reference Level 19

I Reference Level 18

No. of staff: > 150 < 150

Complexity: Adds multiple service departments to a multiple shift assignment or support functions such as scheduling or technical resource.

Single service department on multiple shifts or across several departments on a single shift.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

General Maintenance Supervisor II, I

Position Number: 1212, 1213 Reference Level: 17, 16

General Characteristics Supervises activities of maintenance unit supervisors within a single service department on multiple shifts to ensure the effective, timely provisions of quality services.

Representative Activities • Coordinates maintenance activities within a single department that uses

common production equipment, methods, and standards over a multiple shift period.

• Directs supervisors in establishing and maintaining maintenance schedules within established procedures and budgets.

• Monitors established performance indicators including quality and injury reports.

• Ensures compliance with safety rules and regulations to minimize industrial injuries and meet regulatory requirements.

• Guides supervisors on union contract interpretation, compliance with organizational policies, and adherence to quality control standards.

Scope Variants Variants relate to functional complexity and/or number of subordinates as the principal guide for determining the appropriate job match.

II Reference Level 17

I Reference Level 16

No. of subordinates:

May coordinate activities of five to eight unit supervisors representing a number of separate service departments or areas with up to 200 employees of low skill.

Generally, oversees three or more supervisory and up to 90 hourly/non-exempt employees.

Complexity: Involved in service functions that are more complex in nature and require skilled employees, e.g., machining or electrical repair...

Requires unskilled to semi-skilled personnel.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Unit Supervisor IV Position Number: 1214

Reference Level: 16

General Characteristics Supervises maintenance or skilled employees on an assigned shift to perform service functions within established timing, quality, and cost standards. Emphasis is on highly skilled operations, such as precision machining, tool and die production, complex assembly, and testing, quality assurance, and troubleshooting. Assists subordinates in problem solving and exercises considerable judgment. Subordinates may have more than one distinct craft. Typically requires a high level of technical knowledge to assist subordinates with troubleshooting and problem resolution. May have up to 30 subordinates.

Representative Activities • Supervises maintenance activities to ensure that disruption to production is

minimized.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines maintenance priorities based on established plans and makes daily assignments.

• Interprets functional specifications and problem reports.

• Monitors quality of maintenance work.

• Monitors working practices and adherence to safety procedures to ensure safety of employees working in the area.

• Establishes short-term activities directed toward work continuity and balance, such as creating shift schedules, job priorities, material availability, preventive inspections, and grievance resolutions.

• Coordinates and integrates with other plant function areas to ensure support.

• Selects, organizes, trains, and motivates labor force to ensure consistent quality of work.

• Recommends improvements in equipment or methods.

• Exercises considerable judgment in establishing job priorities for breakdown repairs.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Unit Supervisor III Position Number: 1215

Reference Level: 15

General Characteristics Supervises employees on an assigned shift to perform maintenance or service functions within established timing, quality, and cost standards. Emphasis is on skilled crafts such as machinists or electricians. Involved in troubleshooting of breakdown repairs and skilled fabrications. Typically requires a high level of technical skill to assist subordinates with troubleshooting and problem resolution. May have up to 30 subordinates.

Representative Activities • Supervises maintenance activities to ensure that disruption to production is

minimized.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines maintenance priorities based on established plans and makes daily assignments.

• Interprets functional specifications and problem reports.

• Monitors quality of maintenance work.

• Monitors working practices and adherence to safety procedures to ensure safety of employees working in the area.

• Establishes short-term activities directed toward work continuity and balance, such as shift schedules, job priorities, material availability, preventive inspections, and grievance resolutions.

• Coordinates and integrates with other plant function areas to ensure support.

• Selects, organizes, trains, and motivates labor force to ensure consistent quality of work.

• Recommends improvements in equipment or methods.

• Exercises considerable judgment in establishing job priorities for breakdown repairs.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Unit Supervisor II Position Number: 1216

Reference Level: 14

General Characteristics Supervises employees on an assigned shift to perform maintenance or service functions within established timing, quality, and cost standards. Activities are of routine or repetitive nature, normally requiring simple machine set-ups or repetitive manual tasks. Work may include fabrication, installations or replacement with limited emphasis on the diagnostic elements of breakdown repair. Typically requires technical proficiency to supervise the work. May have up to 30 semi-skilled subordinates, such as carpenters, painters or plumbers.

Representative Activities • Supervises maintenance activities to ensure that disruption to production

activities are minimized.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines maintenance priorities based on established plans and makes daily assignments.

• Interprets problem reports.

• Monitors quality of maintenance work.

• Monitors working practices and adherence to safety procedures to ensure safety of employees working in the area.

• Performs routine troubleshooting.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Unit Supervisor I Position Number: 1217

Reference Level: 13

General Characteristics Supervises employees on an assigned shift to perform routine tasks such as janitorial, caretaker or manual maintenance work within established timing, quality, and cost standards. This is the first level of supervision. Work is characterized by manual work methods requiring very limited training. May have up to 30 unskilled subordinates.

Representative Activities • Supervises maintenance activities to ensure that disruption to production

activities are minimized.

• Directs all related personnel actions, including final selection, training, performance appraisal, discipline, safety, and grievance procedures in unionized environments.

• Determines job priorities based on established schedules and makes daily assignments.

• Interprets problem reports.

• Monitors quality of maintenance work.

• Monitors working practices and adherence to safety procedures to contribute to the safety of employees working in the area.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Tool and Die Maker Position Number: 1220

Reference Level: 13

General Characteristics Performs a full range of tool and die work requiring a high degree of skill and accuracy. Operates all shop machine tools and hand tools including precision lathes, drills, jig borer, milling machines, etc. Reads complicated prints, uses algebra, geometry, etc., and may use computer-based tools. Typically requires completion of a four year apprenticeship program, or a combination of five years of work experience and courses in tool and die making taken at the degree level, followed by several years of seasoning.

Representative Activities • Constructs and repairs tools, dies, jigs, gauges or moulds of a complicated

nature, such as combination dies, intricate fixtures with synchronizing parts, gauges with several interrelated details held to rigid tolerances, and single cavity and multi-cavity moulds involving difficult internal surfaces, contours, and interrelationships.

• Plans and performs all bench and required machine operations.

• May perform test heating or model making.

• May be expected to work with designers regarding designs or modifications.

• Analyzes breakdown of dies or moulds, determining the nature of repairs required.

• Tests own work to assure desired results.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Technician II Position Number: 6604

Reference Level: 13

General Characteristics Performs all-around maintenance and repair services in several crafts such as electrical, carpentry, welding, plumbing, sheet metal, painting, and mill-wrighting at a moderately complex level. Applies journey level skills in a primary craft and skills in other crafts gained by practical experience. Typically requires an in-depth understanding of maintenance history of the building, equipment, and other facilities to be maintained.

Representative Activities • Uses expertise for diagnosis and emergency repairs.

• Provides preventive and cost-efficient repairs.

• Uses all shop machinery and hand tools.

• Acts as leader for less-skilled assistants.

• Consults with engineers and vendors.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Technician I Position Number: 6606

Reference Level: 12

General Characteristics Performs maintenance and repair services in more than one craft such as electrical, carpentry, welding, plumbing, sheet metal, painting, and mill-wrighting at a relatively simple level. This position is more common in smaller facilities where the incumbent has adequate experience to do most of the work specific to that setting, but is supported by specialists or outside contractors as needed. Has a sound understanding of maintenance history of the building, equipment, and other facilities to be maintained. Typically requires apprenticeship training in one craft, seasoned by practical experience, and some training in one or more additional craft areas appropriate to the particular environment.

Representative Activities • Works from verbal, written instructions, blueprints, and sketches.

• Troubleshoots and diagnoses equipment and systems for emergency repairs.

• Applies skills, experience, and general knowledge to a wide range of tasks to adjust, repair, disassemble, replace, and reassemble equipment.

• Performs preventive maintenance routines and inspections.

• Utilizes hand tools and common shop machinery.

• Assists specialists in making more complex repairs.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Maintenance Assistant Position Number: 1219

Reference Level: 9

General Characteristic Performs a range of maintenance support tasks to aid maintenance personnel covering mechanical, electrical, civil, and other trades.

Representative Activities • Generally works from verbal instructions but may receive written

maintenance instructions for routine lubrication or materials assembly.

• Assembles and transports materials handling equipment.

• Assists with installation, maintenance, and repair of electrical and mechanical plant and office equipment and appliances.

• Carries out site preparations and assists civil trade personnel activities such as drain cleaning, concrete laying, partition, and shuttering erection.

• May be assigned to specific trade area and carry out some of the more routine aspects of trade activity, e.g. routine lubrication of production equipment and pulling of electrical wiring.

• May use a variety of simple trade tools such as pipe benders, spanners, and glass cutters.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Mechanical Technician II Position Number: 1168

Reference Level: 11

General Characteristics Carries out mechanical maintenance services of major complexity using diverse types of machines, engines, and heavy rotating and stationary equipment. Typically requires at least three years of experience.

Representative Activities • Repairs and replaces parts, making adjustments, tuning, and lubricating,

following technical equipment manuals.

• Interprets mechanical designs and maintenance manuals, assembling and dismantling in order to make necessary alignments and adjustments.

• Verifies task results and tracks operating equipment to detect possible problems.

• Uses sophisticated instruments of measurement and control to make adjustments and take measurements of vibration in mechanical equipment.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Mechanical Technician I Position Number: 1169

Reference Level: 10

General Characteristics Carries out mechanical maintenance services of minor complexity using diverse types of machines, engines, and heavy rotating and stationary equipment. This is an entry-level position, requiring no experience.

Representative Activities • Repairs and replaces parts, making adjustments, tuning, and lubricating,

following technical equipment manuals.

• Interprets mechanical designs and maintenance manuals, assembling and dismantling in order to make necessary alignments and adjustments.

• Verifies task results and tracks operating equipment to detect possible problems.

• Uses sophisticated instruments of measurement and control to make adjustments and take measurements of vibration in mechanical equipment.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Mechanical Fitter Position Number: 1221

Reference Level: 12

General Characteristics Performs a range of mechanical work in an industrial plant covering installation, maintenance, and repair of production equipment.

Representative Activities • Works from engineering drawings and equipment specifications.

• Makes calculations using workshop math and selects appropriate size and grade of components.

• Installs mechanical equipment and machinery, which may involve numerically controlled equipment hydraulics, pneumatic, and electro-mechanical gears.

• Maintains, adjusts, and sets up mechanical production or process equipment and appliances.

• Locates and diagnoses mechanical faults on equipment involving complex interlocking or inter-related mechanical actions.

• Improvises acceptable fixes to get equipment running promptly.

• Requisitions materials needed.

• Uses a comprehensive range of hand tools, measuring instruments, and workshop machine tools.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Machinist Position Number: 1223

Reference Level: 12

General Characteristics Performs a full range of machine shop work at the skilled trade level, including making new or replacement machine parts. Operates all common machine tools, such as lathe, boring mill, miller, drill press, grinders, etc. Understands working properties of common metals, reads complicated blueprints, and understands use of coolants and lubricants. Typically requires the equivalent of a journeyman's apprenticeship, or four years of work experience supplemented by degree courses, including classroom work in shop, mathematics, blueprint reading, spiral gear cutting, shop theory, etc., with some additional seasoning.

Representative Activities • Sets up and operates all standard machine tools.

• Plans and lays out work

• Makes parts to close tolerances.

• Determines own speeds and feeds.

• May lay out, set up, and cut spiral gears.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Electrician II Position Number: 1224

Reference Level: 12

General Characteristics Performs a wide range of electrical work in an industrial plant covering installation, maintenance, and repair of generators, distributors, and production equipment.

Representative Activities • Works from wiring diagrams, engineering drawings, and equipment

specifications.

• Makes calculations for load requirements for circuits and chooses appropriate size and grade components.

• Installs supply, distribution, and production equipment such as generators, transformers, switchboards, controls, circuit breakers, motors, heating units, conduit systems, etc.

• Maintains and adjusts electrical supply and production equipment to maximize operating performance.

• Locates and diagnoses faults on electrical equipment or systems, which may involve complex interlocking or inter-related circuits.

• Improvises acceptable fixes to get equipment running promptly.

• Requisitions materials needed.

• Works to IEE wiring regulations and company codes.

• Uses full range of electrical hand tools and test gear.

• Works primarily on voltages up to 440V but may work on equipment up to 3.3 kV.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Electrician I Position Number: 1227

Reference Level: 11

General Characteristics Performs a range of general electrical work in any commercial or public establishment, such as offices, hospitals, and schools, or more routine electrical fitting tasks in industrial plants.

Representative Activities • Works from wiring diagrams and other engineering drawings.

• Installs lighting fixtures and power equipment.

• Maintains and repairs electrical fixtures and equipment.

• May remove, dismantle, and overhaul motors or circuit breakers.

• Works to IEE wiring regulations and company codes.

• Requisitions materials needed.

• May maintain small electrical equipment such as projectors, fans, and other domestic appliances.

• Uses normal range of electrical hand tools including circuit test equipment.

• Works primarily with voltages up to 440V.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Electrician Assistant Position Number: 1230

Reference Level: 9

General Characteristics Assists more senior electricians and acquires skills as part of an apprentice program. Assigned small projects by more senior electricians who guide and check work. Reads simple blueprints and may make simple calculations. Uses hand and power tools and circuit testers.

Representative Activities • Removes old wires, straps cables, and assembles conduit to specifications.

• Makes minor electrical connections.

• Assists in installing switching equipment.

• Disconnects, cleans, and re-assembles motors and circuit breakers.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Welder Position Number: 1225

Reference Level: 11

General Characteristics Performs a wide range of fabrication and maintenance welding and cutting in an industrial plant using a variety of welding techniques.

Representative Activities • Works from engineering drawings, sketches, and other specifications, plus

verbal instructions.

• Positions and secures parts using jigs and fixtures as appropriate.

• Selects appropriate welding equipment, such as gas torches, portable electric arcs, and semi-automatic and automatic machines, and selects appropriate electrode for material.

• Sets up and adjusts equipment and controls to regulate gas pressure, voltage or amperage.

• Welds predominantly common alloys, such as plate, tube, and rod, allowing for the effect of heat to produce true warp free joints.

• Inspects and assesses quality of weld, taking account of function of joint.

• Improvises acceptable assemblies to get production equipment operational.

• Possible welding techniques covered include gas, electric arc, argon, plasma arc, satellite, vacuum diffusion, and resistance.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Plumber/Pipe Fitter Position Number: 1226

Reference Level: 11

General Characteristics Performs a full range of plumbing and pipe-fitting work in office and plant areas covering the installation, maintenance, and repair of pipe-work.

Representative Activities • Works from engineering drawings, sketches, and other specifications

• Makes standard shop calculations relating to pressures, flows, and size of pipe-work required.

• Installs and maintains pipe-work covering a range of materials including copper, lead, plastic, rubber, and cast iron.

• Locates and repairs blocked and leading pipe-work systems.

• Improvises acceptable assemblies to get equipment operational.

• Selects and requisitions materials and hardware for completion of work.

• May work on refrigeration, air conditioning or heating appliances and systems.

• May work on hydraulic components and units.

• Uses a comprehensive range of plumbing and pipe fitting tools including power tools, pressure gauges, and acetylene torches.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Carpenter Position Number: 1228

Reference Level: 11

General Characteristics Performs a full range of carpentry work covering the installation, maintenance, and repair of office and plant fixtures.

Representative Activities • Works from woodworking or other engineering drawings and sketches,

plus verbal instructions.

• Installs or erects fixtures such as office or plant partitions, doors, racking, and cabinets.

• Analyzes and determines what is needed to make repairs to existing building fixtures.

• Selects and requisitions materials and hardware for completion of work.

• Carries out repairs to plant and office fixtures using wood, laminates, glass, and other building materials.

• Improvises acceptable assemblies to get equipment or area operational.

• May carry out internal decorations and minor electrical or plumbing repairs.

• Uses comprehensive range of woodworking machines and hand tools such as table saws, routers, lathes, and portable power tools.

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Family: Production (PR) Function: Maintenance/Skilled Manual (PRB)

Painter Position Number: 1229

Reference Level: 10

General Characteristics Prepares surfaces and applies stain, paint or other materials for decorative or protective purposes to wood, metal or other surfaces of internal or external structures or equipment. Determines surface peculiarities, use and environment of surfaces, and types of paint or stain required for different applications. Conforms to safety and health standards. Typically requires skills acquired through completion of a two to three year apprenticeship program or equivalent work experience, and instruction from more experienced painters.

Representative Activities • Prepares and cleans surfaces for painting by removing old finish, sanding,

and applying fillers and sealers.

• Assembles and erects scaffolding and swing gates.

• Selects and mixes paints to obtain desired texture and color.

• Measures, cuts, and applies wallpaper or fabric to walls.

• Selects, requisitions, and stores materials in appropriate quantities.

• May do window glazing.

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Quality Assurance Quality Assurance

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Manager II

Position Number: 1266 Reference Level: 18

General Characteristics Initiates, plans, and develops processes and projects to define and implement quality assurance practices within manufacturing operations in line with organizational policies, standards, and guidelines. Ensures overall quality control of processes, raw materials, and products in line with regulatory and industry standards.

Representative Activities • Ensures development of quality procedures and standards, certifying

technological processes and procedures, qualifying products, and supervising tests.

• Coordinates with manufacturing and other internal departments to define and resolve product quality problems.

• Plans and leads/coordinates quality related projects.

• Leads development and provision of quality promotions and training of staff.

• Ensures issuing of technical documentation for customers, aimed at certifying organization’s products’ reliability, safety, and guarantee.

• Leads negotiation of quality standards with customers.

• Ensures development, regular review, and effectiveness of processes to audit suppliers.

• Leads settlement of any formal disputes, usually in close collaboration with the purchasing department.

• Ensures working practices conform to regulatory requirements in order to support registration, product development, and manufacture.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Manager I

Position Number: 1355 Reference Level: 16

General Characteristics Coordinates the implementation of the quality assurance / quality control policies in line with company guidelines, and with regulatory and industry standards.

Representative Activities • Ensures that the production process runs in predefined conditions.

• Proposes improvements and /or development in the area of quality.

• Deals with dysfunctions in terms of quality, requires experts’ analyses, proposes and evaluates results of corrective actions.

• Evaluates the consequences of modifications to the techniques.

• Informs all concerned about approaches towards quality.

• Validates and follows the quality assurance contracts with partners.

• Verifies procedures and specifications and ensures their implementation.

• Ensures consistency in used technology and regulations.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Supervisor

Position Number: 1267 Reference Level: 14

General Characteristics Supervises activities related to quality including planning and implementation of the company quality management program within the plant. Supervises moderately complex quality programs, such as mechanical and operational testing and inspection, and moderately-skilled employees. This is a first-level supervisor position who typically reports to the quality assurance/quality control manager or plant manager.

Representative Activities • Organizes and coordinates activities of the quality team around

implementation of quality programs and standards.

• Plans and establishes schedules and reviews performance of team members against objectives.

• Recommends new quality policies or procedures to ensure high quality products, processes or services.

• Communicates programs and standards to the quality team and other plant employees, and coordinates training.

• Assembles cost control and statistical data in support of quality objectives, as needed.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Technician III Position Number: 1268

Reference Level: 12

General Characteristics Works on the most difficult and elusive quality problems, often in collaboration with an engineer. Typically requires extensive training and experience in quality control work with a track record of resourceful troubleshooting.

Representative Activities • Reads and interprets complicated blueprints and specifications, including

customer and vendor specifications.

• Develops and assesses alternative methods to achieve uniform quality including identifying process variables.

• Performs critical first-piece inspections.

• Prepares original fixtures or methods for cost-effective minimization of defects.

• Approves vendor material or operations or checks the finished product.

• Trains other technicians.

• Determines unstated or hidden dimensions from a blueprint, working with fractions, decimals, and trigonometry.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Technician II Position Number: 1269

Reference Level: 10

General Characteristics Inspects complicated assemblies, subassemblies, and/or pieces requiring knowledge of functioning and interrelationships. Has knowledge of elementary statistics, such as control charts and standard deviations. Typically requires extensive training in quality control, plus extensive on-the-job experience.

Representative Activities • Reads and interprets complicated blueprints and specifications.

• Performs critical first-piece inspection and authorizes commencement of production.

• Analyzes product or process trends and makes corrective recommendations.

• Applies specified sampling plans.

• Identifies causes of rejects and follows them for corrective action.

• Uses mechanical and electrical measuring tools.

• Mechanically or electrically sets up instruments for inspection.

• Determines unstated or hidden dimensions from a blueprint, working with fractions, decimals, and trigonometry.

• Calibrates measuring instruments using standards.

• Makes field trips to investigate problems.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Quality Assurance/Quality Control Technician I

Position Number: 1270 Reference Level: 8

General Characteristics Performs inspection at any stage of operation on a range of work in which close attention is necessary to detect defects. Typically requires specific training and experience in inspection procedures and with the product line.

Representative Activities • Follows written or verbal instructions and identifies particular

specifications to be applied.

• Reads prints, sketches, and specifications.

• Uses magnifiers, electronic instruments, micrometers, snap gauges, and special fixtures and verifies calibration against standards.

• Inspects a series of attributes and specifications.

• Sorts materials and/or marks defects for repairs.

• Inspections may require measurement to close tolerance requiring sensitive touch or judgment.

• Records results and conformance to acceptance plans.

• Enters data on control charts and notifies others of out-of-specification conditions.

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Family: Quality Assurance (QA) Function: Quality Assurance (QAA)

Process Optimalization / Sigma Belt Specialist

Position Number: 8645 Reference Level: 17

General Characteristics Leads process improvement projects in different manufacturing production processes applying Sigma Belt tools and techniques.

Job holder is knowledgeable in sigma belt techniques and has several years of experience in manufacturing engineering, quality, production process planning, etc.

Representative Activities • Works closely with Operations and Functional Teams to identify process

bottlenecks, conducts root cause analysis and implements process improvements across the business or organization.

• Initiates and leads projects that improve end-to-end processes: setup, validation, and audit measurement systems to deliver business impact.

• Drives productivity and process improvement projects aligned with business initiatives.

• Conducts quality awareness, and Sigma Belt trainings within the organization

• Coaches project teams to fulfill certification requirements, quality and process improvement objectives.

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Quality Assurance Compliance/Audit

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Family: Quality Assurance (QA) Function: Compliance/Audit (QAB)

Compliance Manager Position Number: 1708

Reference Level: 18

General Characteristics Ensures all external regulatory frameworks are complied with within reasonable risk and cost parameters. Typically reports to the Board through company secretarial or general counsel areas, but may report in through a direct line or through the financial stream in some cases.

Representative Activities • In conjunction with top line managers and potentially the Board, agrees

upon compliance policy and processes that adequately meet the needs of the organization.

• Selects and maintains appropriate risk identification and measurement methodologies.

• Encourages appropriate compliance behavior and culture by effective communication and dissemination of compliance strategy, policy, and processes.

• Integrates organization compliance and insurance strategies by developing strong line management and other relationships within the organization.

• Manages human resource aspects of the compliance team and/or has significant influence on other compliance appointments around the organization.

• Provides developmental training and activities to compliance staff.

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Family: Quality Assurance (QA) Function: Compliance/Audit (QAB)

Compliance Officer II Position Number: 1709

Reference Level: 16

General Characteristics Ensures all external regulatory frameworks translated into compliance policies are implemented. Has knowledge of government laws and regulations affecting the company’s business area, and ability to interpret laws and regulations in light of operations. Typically reports to the most senior compliance position, such as the head of group compliance or company secretarial or general counsel executives, but may report through the financial stream in some cases.

Representative Activities • Works with line managers on designing and executing compliance

processes within reasonable cost and risk parameters to meet the compliance policy set by the Board and top management.

• Implements appropriate risk identification and measurement methodologies.

• Acts as liaison with department managers to communicate compliance requirements and ensure implementation of related policies, procedures, and training programs.

• Integrates the organization's compliance strategies by developing strong line management and other relationships within the organization. In organizations with centralized compliance, this may entail business unit relationship management.

• Serves as the primary information contact for state regulatory agency examiners.

• Ensures timely filing of regulatory reports.

• May supervise compliance auditors and provides guidance to other auditors assigned to compliance-related projects.

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Family: Quality Assurance (QA) Function: Compliance/Audit (QAB)

Compliance Officer I Position Number: 1711

Reference Level: 14

General Characteristics Assists top compliance officers in assuring regulatory compliance in the company’s operations. Acts as an individual contributor and recommends change through presentation of facts and/or legislation.

Representative Activities • Performs timely review of documentation for compliance with regulation.

• Recommends changes to company’s policy and procedures to ensure compliance.

• Conducts regulatory compliance training seminars for staff.

• Develops and maintains statistical data on the quantity and type of regulatory violations.

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Family: Quality Assurance (QA) Function: Compliance/Audit (QAB)

Operations Auditor Position Number: 1710

Reference Level: 15

General Characteristics Conducts quality audits in a relevant area of activities and proposes corrective actions with respect to rules and regulations. This is a fully qualified, individual contributor internal auditor. Typically assigned to difficult, complex audits.

Representative Activities • Conducts quality audits of the operating process, including products,

services, methods, processes, and systems.

• Follows established auditing practices and procedures.

• Performs audit assignment independently or as a team leader.

• Identifies internal control problems and departures from financial or operating procedures and standards.

• Prepares appropriate audit work papers and documentation.

• Prepares audit reports and conducts or participates in related conferences.

• Proposes and implements preventive or corrective actions.

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Health and Environment

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Family: Health and Environment (HE) Function: Spanning (HEZ)

Health, Safety and Environmental Manager II

Position Number: 1872 Reference Level: 19

General Characteristics Manages and coordinates company's health, safety and environmental function across sub-functions such as environmental health and health and safety to meet company’s business requirements. This is the top health, safety and environmental position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Working within corporate strategies and policy frameworks, designs,

proposes and implements health, safety and environmental strategies, guidelines and procedures within broad principles and policies set by the organization to meet HES requirements supporting short and long-term business needs.

• Advises management on government regulations relating to environment, health and safety, and recommends necessary action to attain compliance.

• Oversees programs for existing and potential environmental, health and safety concerns and recommends resolution.

• Develops programs for environmental remedial action and leads teams for critical incidents.

• Maintains relationships with regulatory and government agency personnel.

• Manages and motivates subordinate staff; reviews and assesses performance, builds employee capacity, supports their professional development and enables employees to optimize their contribution to the department.

Scope Variants

Reference Level 20 Reference Level 19 Reference Level 18

Company’s revenue

>150 million USD 50 - 150 million USD

< 50 million USD

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Size of team:

Team of more than 30 professional staff members including sub-team leaders or supervisors is common.

Team of 10 to 30 professional staff members is common.

Team of up to 10 professional staff members is common.

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Health, Safety and Environmental Manager I

Position Number: 1873 Reference Level: 17

General Characteristics Manages and coordinates company's health, safety and environmental function in accordance with corporate policies and procedures to meet company’s business requirements. This is the top health, safety and environmental position for a specific location but is governed by policies and frameworks established by the larger corporation.

Representative Activities • Implements and administers established health, safety and environmental

policies, procedures, and practices to meet requirements supporting short and long-term business needs.

• Ensures connection between environment, health, and safety functions and supervises their joint work to assure compliance with organization and government environment, health and safety standards.

• Reviews new products, equipment, and processes for potential hazards and recommends modifications before introduction.

• Collaborates with employees and supervisors to identify and correct potential environmental, safety and health hazards.

• Prepares governmental reports and participates in representation with outside agencies.

• Manages, motivates and assesses performance of a small team of health, safety and environmental Specialists.

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Health and Environment Environmental Health

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Family: Health and Environment (HE) Function: Environmental Health (HEA)

Environmental Manager Position Number: 1271

Reference Level: 19

General Characteristics Coordinates planning, organization, and implementation of environmental programs. This is a managerial position, utilizing both permanent and temporary staff to address problems of a small organization or a segment of a larger organization. Typically requires demonstrated competence as a professional, and management skills.

Representative Activities • Monitors existing and potential environmental concerns and recommends

priorities for resolution.

• Develops programs for remedial action.

• Coordinates necessary resources to implement programs.

• Maintains relationships with regulatory and government agency personnel.

• Leads response teams for critical incidents.

• Attends external forums to gather information to inform policy.

• Represents the organization at external forums.

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Family: Health and Environment (HE) Function: Environmental Health (HEA)

Environmental Professional IV Position Number: 1272

Reference Level: 17

General Characteristics Coordinates and conducts field assessments of environmental issues to ensure all operational activities are consistent with the needs of the organization and requirements of governmental regulatory agencies. Performs complex assignments often requiring development of unique solutions to environmental problems because of the variables involved. Interprets principles, theories, and concepts of a scientific specialty, and regulatory requirements, on a broad basis. This represents the third progression in this field. Typically requires a degree or equivalent in an appropriate scientific discipline and five to eight years of experience.

Representative Activities • Contributes to successful project completion by participating in the

resolution of issues, such as conflicting technical objectives, unsuitability of standard procedures, and difficult coordination requirements.

• Coordinates project activities with operating and other technical units to facilitate participation of appropriate resources in project completion.

• Contributes to environmental impact studies by sampling and testing.

• Recommends changes to procedures, standards, and use of equipment.

• Studies and recommends unique solutions to specific problem areas.

• Assists in determining project objectives to contribute to the development of a comprehensive program.

• Prepares governmental reports and participates in representation with outside agencies.

• Maintains working knowledge of current regulations.

• May review work of others.

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Family: Health and Environment (HE) Function: Environmental Health (HEA)

Environmental Professional III Position Number: 1273

Reference Level: 16

General Characteristics Performs standard assignments such as monitoring compliance and providing technical support to problem resolution. May assume responsibility for a specific environmental concern of limited and structured scope (e.g., air quality at a single site), as well as participate in more comprehensive programs. This is the first career level and represents the second progression in this field. Typically requires a degree in an appropriate scientific discipline or equivalent and three or more years of experience.

Representative Activities • Identifies and interprets applicable environmental regulations.

• Performs inspections and tests to verify compliance.

• Identifies existing and potential environmental problems.

• Participates in developing corrective measures.

• Develops procedures to assure continuing compliance with regulations and organization standards.

• Contributes to governmental reports and may interface with external agencies.

• Maintains knowledge of laws and regulations affecting the organization’s operations.

• May review work of others.

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Family: Health and Environment (HE) Function: Environmental Health (HEA)

Environmental Professional II Position Number: 1274

Reference Level: 15

General Characteristics Coordinates and conducts field assessments of environmental issues in a small or small part of an organization to ensure operational activities are consistent with the needs of the organization and requirements of governmental regulatory agencies. Performs structured assignments that require some interpretation of data and regulations, identification of problem sources, and possible remedial actions. This is the first progression in this field. Typically requires a degree in an appropriate scientific discipline or equivalent and one to two years of experience.

Representative Activities • Applies standard techniques involving only minor innovations of

methodology to perform well-defined assignments.

• Uses judgment in selecting alternatives.

• Contributes to recommendations on changes to procedures, standards, and use of equipment.

• Performs specific components of a larger project directed by a senior professional.

• Contributes to governmental reports and may interface with external agencies.

• May delegate routine work to technicians or assistants.

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Family: Health and Environment (HE) Function: Environmental Health (HEA)

Environmental Professional I Position Number: 1275

Reference Level: 14

General Characteristics After orientation and training, performs limited assignments of specific tasks focused on maintaining compliance and providing technical support for problem resolution. This is an entry-level professional. Typically requires a degree in an appropriate scientific discipline or equivalent and limited experience.

Representative Activities • Performs inspections and tests planned to provide experience and

familiarization with company operations, specific environmental issues and regulations, and company practices.

• Collects, collates, and analyzes data according to established procedures.

• Identifies potential problem areas and contributes to developing solutions.

• Assists in preparing reports and documentation.

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Health and Environment Health and Safety

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Employee Health and Safety Manager

Position Number: 1276 Reference Level: 18

General Characteristics Develops, directs, and coordinates planning, organization, and implementation of environmental, health, and safety programs to assure that management takes actions needed to raise employee awareness regarding these matters. This is a manager who uses both permanent and temporary staff to address the problems of a small organization or a segment of a larger organization. Typically requires a degree or equivalent in a relevant discipline, six to ten years of experience, demonstrated competence as a professional, and management skills.

Representative Activities • Advises management on government regulations relating to health and

safety, and recommends necessary action to attain compliance.

• Monitors existing and potential environmental concerns and recommends priorities for resolution.

• Identifies common safety/health hazards inherent in the organization's operations and establishes guidelines for protection from hazards.

• Audits programs for compliance with company standards, government regulations, and adequacy relative to local conditions.

• Coordinates necessary resources to implement programs.

• Maintains relationships with regulatory and government agency personnel.

• Monitors periodic performance reports for trends and conditions and alerts line management to problems.

• Investigates major accidents or problem areas and recommends future preventive measures.

• Develops training programs.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Safety Professional IV Position Number: 1277

Reference Level: 17

General Characteristics Develops and implements programs to prevent injuries or health impairment. Assignments involve major and/or particularly critical areas of the business. This is a professional with a very high level of specialization and individual contribution. Typically requires lengthy experience or formal training and certification.

Representative Activities • Monitors safety and health performance and recommends priorities and

actions for improvement.

• Reviews new products, equipment, and processes for potential hazards and recommends modifications before introduction.

• Collaborates with employees and supervisors to identify and correct potential safety and health hazards.

• Develops safe standard work practices with line personnel and monitors conformance through safety and housekeeping inspections.

• Assures compliance with organization and government health and safety standards.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Safety Professional III Position Number: 1278

Reference Level: 16

General Characteristics Implements programs to prevent injuries or health impairment. May be the only safety professional in a small organization, or may serve a particular location or segment of the business in a larger organization. This is a seasoned safety professional and is the second progression in this field. Typically requires a degree with additional training or certification and five or more years of experience.

Representative Activities • Collaborates with employees and supervisors to identify and correct

potential safety and health hazards.

• Develops safe standard work practices with line personnel and monitors conformance through safety and housekeeping inspections.

• Assures compliance with organization and government health and safety standards.

• Reviews new products, equipment, and processes for potential hazards and recommends modifications before introduction.

• Monitors safety and health performance and recommends actions for improvement.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Safety Professional II Position Number: 1279

Reference Level: 15

General Characteristics Performs structured assignments requiring analysis and interpretation to identify probable cause and the most promising opportunities for correction. This is first progression in this field. Typically requires a degree with additional training or certification and two to four years of experience.

Representative Activities • Pursues well-defined assignments requiring exercise of judgment in

developing recommendations for remedial action.

• Collaborates with affected employees to identify problems and opportunities.

• Proposes revisions to practices and equipment.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Safety Professional I Position Number: 1280

Reference Level: 14

General Characteristics After orientation and training, performs limited assignments of specific tasks focused on monitoring compliance with established practices and analyzing problem areas of injuries and health impairment. This is an entry level, non-technical professional. Typically requires a degree or equivalent with additional training or relevant experience.

Representative Activities • Conducts inspections and tests planned to provide familiarity with

company operations, specific safety and health issues, regulations, and company practices.

• Collects and analyzes data.

• Identifies problem areas.

• Assists more experienced professionals in developing solutions.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Industrial Nurse II Position Number: 1853

Reference Level: 15

General Characteristics Provides emergency medical treatment to employees on company premises and advice on occupational health issues. Overall standards and guidance are provided by a physician. This is the technical lead level of professional nurse and may be the only healthcare professional who is a regular employee at the location. Typically requires educational, legal, and training requirements established to practice as a professional nurse.

Representative Activities • Administers emergency medical treatment in the case of accident or illness

on company premises and administers ongoing treatments (e.g., dressings, injections) under direction of a physician.

• Prepares accident reports for compensation and other purposes.

• Assists in physical examinations and health evaluations of applicants and employees.

• Plans and executes programs for health education, accident prevention, and evaluation of the work environment in accordance with overall program guidelines.

• Maintains safe and healthy work environment by establishing, following, and enforcing standards and procedures, complying with legal regulations, and conducting health and safety inspections.

• Reduces illness by listening to complaints, diagnosing conditions, dispensing medications, conferring with, or referring to, physicians, and advising preventive measures.

• Contributes information and opinion on the safety committee.

• Provides case management for occupational injuries and illnesses to ensure employees receive appropriate care to minimize time away from work.

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Family: Health and Environment (HE) Function: Health and Safety (HEB)

Industrial Nurse I Position Number: 1281

Reference Level: 13

General Characteristics Provides emergency medical treatment to employees on company premises and advice on occupational health issues. Overall standards and guidance are provided by a physician. This is the technical mid-level of professional nurse and may be the only healthcare professional who is a regular employee at the location. Typically requires educational, legal, and training requirements established to practice as a professional nurse.

Representative Activities • Administers emergency medical treatment in the case of accident or illness

on company premises and administers ongoing treatments (e.g., dressings, injections) under direction of a physician.

• Prepares accident reports for compensation and other purposes.

• Assists in physical examinations and health evaluations of applicants and employees.

• Plans and executes programs for health education, accident prevention, and evaluation of the work environment in accordance with overall program guidelines.

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Property Management Real Estate

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Family: Property Management (PT) Function: Real Estate (PTA)

Real Estate Manager Position Number: 1193

Reference Level: 20

General Characteristics Manages a portfolio of properties and property-related investments to achieve risk/return goals for the class of assets in line with organizational objectives and policies. Assesses acquisition, disposal, and upgrade opportunities, and potential to improve the portfolio’s return against market benchmarks and risk profile. This role may be part of the finance or administrative department in a large organization, or part of purchasing or a specific business line in charge of developing property-related activities.

Representative Activities • Submits recommendations for major investments/disposals and negotiates

with purchasers/vendors after approval.

• Ensures proper and cost-effective management and maintenance of the organization’s property assets, through effective and profitable direction of purchasing/selling/renting contracts.

• Completes regular portfolio valuations and monitors reports on market prospects and performance.

• Monitors developments in the listed property trust sector, participates in asset allocation strategy, and ensures that investment philosophy is consistently applied.

• Supports marketing and client services activities, typically including building effective relationships with key clients and business influencers (e.g. investment consultants).

• Typically manages a team comprised of property managers, analysts, and/or dealers, and influences personnel decisions including hiring and performance management/development.

• Prepares and manages budgets in relation to the property area.

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Family: Property Management (PT) Function: Real Estate (PTA)

Real Estate Supervisor Position Number: 1194

Reference Level: 17

General Characteristics Coordinates activities related to construction of new buildings, restoration of existing buildings, property transfers, and adjustments to existing regulations through effective technical and economic management. This role may be part of the finance or administrative department in a large organization, or part of purchasing or a specific business line in charge of developing property-related activities.

Representative Activities • Contributes to development and submission of budgets for property

investments.

• Monitors budgets and recommends and implements appropriate corrective actions.

• Contributes to technical and economic management of new building construction and property transformations. Monitors contracts with suppliers and contractors in line with set programs and requirements, ensuring optimum balance of intervention costs and building conditions.

• Supports the real estate manager in activities related to property transfers, by contributing to investment decisions and ensuring compliance with procedures related to property transfers.

• Contributes to selection of outside suppliers and contractors to ensure compliance with tender specifications and requirements.

• Contributes to development of tender specifications to make certain that appropriate contractual obligations are included and that tender specifications meet the organization’s requirements for the property.

• Monitors compliance of the organization’s property with existing and new regulations, making recommendations for appropriate corrective action.

• Ensures correct reporting of technical and economic information on property trends to the real estate manager.

• Maintains relationships with the relevant bodies and institutions in order to obtain authorizations and permits required for building construction and safety.

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Family: Property Management (PT) Function: Real Estate (PTA)

Real Estate Analyst Position Number: 1195

Reference Level: 15

General Characteristics Responsible for researching trends and developments in the property market and recommending asset/investment strategies to outperform general benchmarks. May also be involved in supporting the real estate supervisor across a range of activities. This is an entry-level position.

Representative Activities • Establishes, maintains, and analyzes appropriate sources/databases of

property information to effectively identify trends.

• Prepares research reports and recommendations across the spectrum of property asset classes.

• Supports business development and investment activities as appropriate.

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Property Management Construction

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Family: Property Management (PT) Function: Construction (PTC)

Construction Manager Position Number: 6866

Reference Level: 20

General Characteristics Responsible for one or more functions of construction, renovation, and remodeling activities affecting new and existing properties. Typically reports to the Head of Construction.

Representative Activities • Supervises field construction for the area of responsibility.

• Schedules and coordinates construction/remodeling activities for the area of responsibility.

• Develops cost estimates.

• Assists with the selection of contractors/subcontractors.

• Assists with construction contract negotiations.

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Family: Property Management (PT) Function: Construction (PTC)

Construction Site Manager Position Number: 8268

Reference Level: 17

General Characteristics Provides construction and engineering services so that construction proceeds in accordance with design and construction requirements. Typically requires an engineering degree and five to eight years of industry related experience.

Representative Activities • Provides construction and engineering service at the site.

• Implements and coordinates construction activities at the site for the area of responsibility.

• Coordinates and reviews construction-work schedules in compliance with contract documents.

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Family: Property Management (PT) Function: Construction (PTC)

Construction Site Foreman Position Number: 8269

Reference Level: 14

General Characteristics Responsible for daily supervision of works-in-progress at the site to ensure quality and timeliness, as specified in the contract. Typically requires five to seven years of relevant experience and advanced technical skills.

Representative Activities • Plans and supervises all relevant works at the site.

• Liaises and supervises sub-contractors.

• Resolves problems with design, manpower, and material delivery to meet performance, schedule, and cost objectives.

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Property Management Facilities Management

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Family: Property Management (PT) Function: Facilities Management (PTB)

Facilities Maintenance Manager II, I Position Number: 1196, 1197

Reference Level: 18, 16

General Characteristics Leads the provision and administration of office facilities for a medium to large, potentially multi-site organization. Works within established policies and legal obligations with a certain degree of creativity and flexibility. Familiar with standard concepts, practices, and procedures within a particular field. Typically requires five to seven years of extensive experience and judgment to plan and accomplish goals. Reports to a functional head.

Representative Activities • Regularly reviews facilities provision, making recommendations for

improvements and contributes to policy-making.

• Leads planning and implementation of major facilities upgrade projects.

• Establishes, monitors, and manages office-related contracts with suppliers and third-party service providers.

• Provides information, necessary documentation, etc. for other departments to assist with office and facilities issues.

• Contributes to disaster recovery planning for office facilities.

• Contributes to training of new staff to ensure they understand how to use the office facilities and the relevant health and safety issues.

• Monitors facilities budget to ensure variances are accounted for.

• May assess health and safety risks, keeps up to date with regulations, and ensures compliance from external contractors.

• May supervise other facilities maintenance and/or administrative staff.

Scope Variants Variants relate to organization size in terms of numbers of staff housed and/or sites covered as the principal guides for determining the appropriate job match.

II Reference level 18

I Reference level 16

Organization size (numbers of staff/sites):

Medium-large, multi-site organization, total staff: > 400 people.

Medium-large, single-site or small multi-site organization, total staff: 200 to 400 people.

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Family: Property Management (PT) Function: Facilities Management (PTB)

Facilities Maintenance Supervisor Position Number: 1198

Reference Level: 14

General Characteristics Supervises staff of facilities maintenance workers who perform maintenance service and repairs in the areas of plumbing, carpentry, painting, plastering, machine servicing or electrical servicing to the organization's facilities. Familiar with standard concepts, practices, and procedures within a particular field and applies a certain degree of creativity and latitude to a variety of complex tasks. Typically requires a degree and one to two years of experience, or five to seven years of practical experience in the field or related area. Reports to a facilities maintenance manager.

Representative Activities • Plans and supervises implementation of general maintenance services and

repairs.

• Schedules periodic inspections and tests of equipment to prevent malfunctions and service interruptions.

• Inspects equipment and facilities to determine repair of malfunctioning units and physical structures.

• Trains workers in equipment repair and structural maintenance, using operating manuals, work orders, and blueprints.

• Requisitions materials and supplies.

• Keeps records of problem areas and repairs made.

• May monitor maintenance-related contracts with suppliers and third-party service providers.

• Keeps up-to-date with regulations and may ensure compliance from external contractors.

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Family: Property Management (PT) Function: Facilities Management (PTB)

Facilities Assistant II Position Number: 1199

Reference Level: 11

General Characteristics Responsible for managing an element of the facilities or maintenance service of a medium to large organization. Maintenance may be in the areas of plumbing, carpentry, painting, plastering, machine servicing or electrical servicing. Works according to established organizational procedures and standards. Typically requires two years of experience in the field or related area. Potentially overlaps with Administration/Support/Service family.

Representative Activities • Coordinates and carries out activities such as office maintenance,

switchboard, post-room, office supplies management, etc.

• Regularly reviews practices and makes recommendations to more senior facilities management staff.

• Maintains up-to-date procedures, manuals, and checklists.

• May coordinate a small team of maintenance or facilities staff.

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Family: Property Management (PT) Function: Facilities Management (PTB)

Facilities Assistant I Position Number: 1200

Reference Level: 9

General Characteristics Carries out an element of the facilities or maintenance service of a medium to large organization. Maintenance may be in the areas of plumbing, carpentry, painting, plastering, machine servicing or electrical servicing. Works according to established organizational procedures and standards. Operates independently on standard activities. Potentially overlaps with Administration/Support/Service family.

Representative Activities • Carries out activities such as office maintenance, switchboard, post-room,

office supplies management, etc.

• Works according to procedures, manuals, and checklists.

• Assists senior colleagues by carrying out administrative activities.

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Administration/Support/Service Clerical Services

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

Office Manager III Position Number: 1231

Reference Level: 15

General Characteristics Supervises administrative and secretarial employees to assure effective office support. Assures that all office services are provided but does not perform these duties personally. Sometimes designates subordinates to act as work team leaders of various functional activities. Typically supervises more than 20 employees and reports to the head of the department.

Representative Activities • Assures that typing and related administrative and secretarial work is

assigned and reviewed.

• Prepares work schedules for team leaders and assures coverage of critical functions such as reception, telephones, mail preparation and delivery, and typing.

• Monitors expenses and/or budgets. Highlights areas of concern to department head.

• Assures maintenance of inventory of office supplies and interacts with vendors regarding selection, pricing, and delivery of office supplies, equipment, and services.

• Assures that office services such as coffee and tea, machine repair, building service, catered luncheons, and temporary employment are provided as needed.

• Contacts employment agencies and recruits and screens candidates for administrative and team leader positions.

• Sets standards for office procedures, organization policies, and employee pay and benefits.

• Monitors work performance and recommends pay increases and promotions.

• Disciplines and terminates employees for poor performance following organizational policies and procedures.

• Assures that time sheets, payroll records, and claims for employee benefits are processed.

• Coordinates the assignment of office space, computers, furniture, and equipment.

• Arranges local hotel and transportation service agreements and recommends selection of travel agencies.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

Office Manager II Position Number: 1232

Reference Level: 14

General Characteristics Supervises administrative and secretarial employees to assure effective office support. Assures that all office services are provided but does not generally perform these duties personally. Sometimes designates subordinates to act as work team leaders of various functional activities. Typically supervises more than ten employees and reports to the head of the office or department or to an administrative manager.

Representative Activities • Assures that typing and related administrative and secretarial work is

assigned and reviewed.

• Prepares work schedules for administrative employees and assures coverage of critical functions such as reception, telephones, mail preparation and delivery, and typing.

• Maintains inventory of office supplies and interacts with vendors regarding selection, pricing, and delivery of office supplies, equipment, and services.

• Assures that office services such as coffee and tea, machine repair, building service, catered luncheons, and temporary employment are provided as needed.

• Recruits and screens candidates for administrative positions.

• Provides basic orientation regarding office procedures, organization policies, and employee pay and benefits.

• Monitors work performance and recommends pay increases and promotions.

• Disciplines and terminates employees for poor performance following organizational policies and procedures.

• Assures that time sheets, payroll records, and claims for employee benefits are processed.

• Monitors expenses and/or budgets. Alerts supervisor or responsible person to problem areas.

• Coordinates the assignment of office space, computers, furniture, and equipment.

• Arranges local hotel and transportation service agreements and recommends selection of travel agencies.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

Office Manager I Position Number: 1234

Reference Level: 13

General Characteristics Supervises administrative and secretarial employees to assure effective office support. Performs most office support duties and may, on occasion, act as a substitute for absent employees. Coordinates a wide range of services to assure efficient operation of the office. Typically supervises fewer than ten administrative and secretarial personnel in an office or department with less than 50 employees. Typically reports to the head of the office or department or to an administrative manager.

Representative Activities • Assigns and monitors typing and related administrative and secretarial

work.

• Prepares work schedules for administrative employees and assures coverage of critical functions such as reception, telephones, mail preparation and delivery, and typing.

• Maintains inventory of office supplies and orders office supplies, equipment, and services within prescribed procedures and contractual agreements.

• Coordinates services such as coffee and tea, machine repair, building service, catered luncheons, and temporary employment.

• Recruits and screens candidates for administrative positions.

• Provides basic orientation regarding office procedures, organization policies, and employee pay and benefits.

• Monitors work performance and recommends pay increases, promotions, discipline, and termination of employment.

• Processes time sheets, payroll records, and claims for employee benefits.

• Maintains records of administrative expenses and petty cash.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

Administrative Assistant II Position Number: 1233

Reference Level: 14

General Characteristics Provides general administrative support to a department or group of professionals. Work is performed under general supervision and requires incumbents to exercise independence and discretion. Typically requires several years of relevant experience.

Representative Activities • Researches a wide variety of information requests independently.

• Prepares and analyzes trends and status reports, drawing data from a variety of sources within and outside the department.

• Composes routine letters and memoranda.

• Routes or answers routine correspondence not requiring supervisor’s attention.

• Maintains confidential department records and files.

• Assists in the formulation of the department budget, business planning, and related planning functions.

• Has regular contact with customers, suppliers or employees outside the immediate work area.

• Makes meeting and travel arrangements.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

Administrative Assistant I Position Number: 1235

Reference Level: 13

General Characteristics Provides general administrative support to a department or group of professionals. Work is performed under general supervision and requires incumbents to exercise some independence.

Representative Activities • Collects, assembles, and summarizes statistics and information from

identified sources as directed.

• Prepares charts, graphs, and tables for presentations or inclusion in reports.

• Issues regular reports following established procedures.

• Routes or answers routine correspondence not requiring supervisor attention.

• Composes routine letters and memoranda.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

General Clerk V Position Number: 1236

Reference Level: 12

General Characteristics Operates as a senior clerk personally undertaking the more complex clerical operations within the department, and typically coordinates work of clerks engaged in routine work. Typically requires considerable clerical experience, comprehensive knowledge of department procedures, and a good understanding of how operations of the department relate to others.

Representative Activities • Maintains schedules and administers systems or arrangements for

activities such as purchase, receipt, dispatch, and delivery of goods and/or services.

• Handles more difficult aspects of and/or troubleshoots work performed by less senior clerks.

• Deals with external sources such as customers and suppliers in order to resolve non-routine queries and problems.

• Produces regular and/or ad hoc analyses of information relating to work processed.

• Trains and motivates a group of two to five less senior clerks and oversees the quality of their work.

• May assist in selection of potential new recruits.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

General Clerk IV Position Number: 1237

Reference Level: 11

General Characteristics Performs clerical duties such as document processing, record keeping, and report compilation, requiring independent analysis, exercise of judgment, and detailed knowledge of procedures. Has minimal supervision in a well-structured environment. Often represents the top level of knowledge and specialization.

Representative Activities • Receives, classifies, reconciles, interprets, consolidates, and/or

summarizes documents and information.

• Maintains records and balance information for control purposes.

• Compiles complex reports, drawing data from a variety of sources within and outside of the department.

• Prepares special reports and analyses within prescribed guidelines.

• Regularly contacts customers, suppliers or organization employees outside the immediate work area to exchange information.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

General Clerk III Position Number: 1238

Reference Level: 10

General Characteristics Performs clerical duties such as document processing, record keeping, and report compilation of intermediate difficulty, requiring depth of analysis and use of individual judgment. Has a sound knowledge of procedures. Typically requires prior experience and operates under general supervision.

Representative Activities • Receives, classifies, reconciles, consolidates, and/or summarizes

documents and information.

• Maintains record of documents processed and controls to assure completion.

• Compiles regular and special reports, following established formats and procedures.

• Regularly contacts customers, suppliers or organization employees outside the immediate work area to exchange information.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

General Clerk II Position Number: 1239

Reference Level: 9

General Characteristics Performs clerical office work such as document processing, record keeping, and report compilation, requiring simple analysis, use of individual judgment, and working knowledge of procedures. Typically requires limited prior experience and operates under general supervision.

Representative Activities • Receives, classifies, consolidates, and/or summarizes documents and

information.

• Maintains records of documents processed.

• Compiles various regular reports in accordance with standard operating procedures.

• Occasionally contacts customers, suppliers or organization employees outside the immediate work area to exchange information.

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Family: Administration/Support/Service (AS) Function: Clerical Services (ASA)

General Clerk I Position Number: 1240

Reference Level: 8

General Characteristics Performs clerical work such as document processing or record keeping. Has a general knowledge of procedures. This is an entry-level position in which work is well-defined and standardized.

Representative Activities • Receives, classifies, consolidates, and/or summarizes documents and

information.

• Maintains records of documents processed.

• Compiles various regular reports in accordance with standard operating procedures.

• May contact customers, suppliers or organization employees outside the immediate work area to exchange information.

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Administration/Support/Service Secretarial

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary VI Position Number: 1241

Reference Level: 14

General Characteristics Performs a wide range of administrative and general support duties of a highly responsible and confidential nature. Frequently communicates with senior-level internal and external contacts and is regularly exposed to confidential data. Has a thorough knowledge of the principal's accountabilities and method of operation, and a high level of tact and integrity due to the sensitive nature of information. Works independently with only general guidance on a variety of special projects. Typically reports to the CEO.

Representative Activities • Communicates and/or coordinates principal's instructions and desires with

various individuals and/or departments.

• Furnishes and obtains information from other principals or outside representatives.

• Receives and screens telephone calls, letters, and/or visitors, answering routine questions and obtaining and furnishing information to save supervisor's time.

• Schedules appointments and arranges meetings, conferences, and travel.

• Organizes and maintains principal's correspondence and records, following up on pending matters with limited direction.

• Drafts correspondence for principal's final approval.

• Prepares special reports, gathering, summarizing, and analyzing data.

• Organizes and prepares complex documents requiring the integration of multiple office technology and software applications. May act as an office resource for word processing and spreadsheet application.

• Organizes and expedites flow of work through supervisor's office and initiates any follow-up action.

• May oversee work of others.

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary V Position Number: 1242

Reference Level: 13

General Characteristics Performs a wide range of administrative and general support duties of a highly responsible and confidential nature. Frequently communicates with senior-level internal and external contacts and is regularly exposed to confidential data. Has a high level of tact and integrity due to the sensitive nature of information. Typically reports to a very high-level principal, who directs several different major functions in a medium to large facility, and who requires a fully seasoned executive secretary.

Representative Activities • Communicates and/or coordinates principal's instructions and desires with

various individuals and/or departments.

• Furnishes and obtains information from other principals or outside representatives.

• Receives and screens telephone calls, letters, and/or visitors, answering routine questions and obtaining and furnishing information to save supervisor's time.

• Schedules appointments and arranges meetings, conferences, and travel.

• Organizes and maintains principal's correspondence and records, following up on pending matters with limited direction.

• Drafts correspondence for principal's final approval.

• Prepares special reports, gathering, summarizing, and analyzing data.

• Organizes and prepares complex documents requiring the integration of multiple office technology and software applications. May act as an office resource for word processing and spreadsheet application.

• Organizes and expedites flow of work through supervisor's office and initiates any follow-up action.

• May oversee work of others.

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary IV Position Number: 1243

Reference Level: 12

General Characteristics Performs full clerical, administrative, and general office duties of a responsible and confidential nature. Frequently accesses highly confidential information and files. Communicates with contacts at all levels in the organization, industry, and community. Has an understanding of the principal's job and method of operation, in addition to the operations and procedures of the department and organization. Typically reports to a position responsible for a major function, such as finance, manufacturing, marketing or personnel, in a medium to large facility.

Representative Activities • Communicates principal's instructions or desires to various individuals

and/or departments, and furnishes and obtains information from other principals.

• Receives and screens telephone calls, letters, and/or visitors, answering routine questions and furnishing information to save supervisor's time.

• Schedules appointments and makes arrangements for meetings, conferences, and travel.

• Organizes and maintains files of supervisor's correspondence and records, following up on pending matters.

• Prepares routine letters and memoranda for principal's signature.

• Prepares special reports, gathering, and summarizing data.

• Organizes and prepares complex documents requiring the integration of multiple office technology and software applications. May act as an office resource for word processing and spreadsheet application.

• Prepares complex correspondence, reports, and presentations.

• Organizes and expedites flow of work through supervisor's office and initiates any follow-up action.

• May assign work to others.

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary III Position Number: 1244

Reference Level: 11

General Characteristics Performs full clerical, administrative, and general office duties involving, typing, record and file maintenance, document creation, mail distribution, and telephone reception. Provides secretarial services to a middle to upper-level management position. Day-to-day communication is with peers and subordinates of supervisor, with occasional contact with executive officers and clients. Has an understanding of the content of the principal's job and method of operation, in addition to the operations and procedures of the department and organization. Typically requires significant secretarial experience.

Representative Activities • Organizes and maintains files of supervisor's correspondence and records,

following up on pending matters.

• Receives and screens telephone calls, letters, and/or visitors, answering routine questions and furnishing information to save supervisor's time.

• Schedules appointments and coordinates arrangements for meetings and conferences.

• Prepares routine letters and memoranda for principal's review.

• Prepares regular reports, gathering and summarizing data.

• Produces a variety of correspondence, reports, and presentations using the appropriate software for word processing, graphics, and spreadsheets.

• Organizes and expedites flow of work through supervisor's office and initiates any follow-up action.

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary II Position Number: 1245

Reference Level: 10

General Characteristics Performs clerical, administrative, and general office duties involving, typing, record and file maintenance, document creation, mail distribution, and telephone reception. Provides secretarial services for one or more persons, typically at the middle-management level. Has some knowledge of the unit's operations, organization, and procedures. Typically requires some previous secretarial experience.

Representative Activities • Maintains office files and records in accordance with internal procedures.

• Receives and refers visitors and telephone callers.

• Responds to routine requests for information and refers more complex requests to appropriate staff members.

• Opens and distributes mail. Responds with form letters to routine requests.

• Drafts and types routine letters and memoranda from specific instructions.

• Assembles relevant data and compiles information as directed.

• Produces a variety of correspondence and reports.

• Maintains appointment calendars.

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Family: Administration/Support/Service (AS) Function: Secretarial (ASB)

Secretary I Position Number: 1246

Reference Level: 9

General Characteristics Performs basic clerical, administrative, and general office duties involving, typing, record and file maintenance, document creation, mail distribution, and telephone reception. May perform secretarial services for one or more persons at the supervisory or middle-management level. This is an entry-level position.

Representative Activities • Maintains office files and records in accordance with internal procedures.

• Receives and refers visitors and telephone callers.

• Opens and distributes mail. Responds with form letter to routine requests.

• Types routine letters and memoranda from specific instructions.

• Assembles relevant data, and compiles information as directed.

• Maintains appointment calendars.

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Administration/Support/Service Support Services

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Translator II Position Number: 1247

Reference Level: 14

General Characteristics Translates written material from one language to another, and vice versa. Material includes technical terminology appropriate to the organization and industry, and idioms in both languages. Simultaneous verbal translations are not required. Has a sound understanding of the organization's affairs. Typically requires a degree or equivalent experience in translation or a related discipline, including specialization in interpretation, translation, and terminology, or about seven to ten years of practical experience.

Representative Activities • Translates complex material either for internal use or external

communications.

• Translates material requiring understanding and correct presentation of abstractions and colloquial expressions.

• Translates technical material requiring accuracy with legal, professional or public relations ramifications.

• Discusses translation nuances to explain or clarify material translated or to be translated, as required.

• May assign and monitor work undertaken by outside agencies.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Translator I Position Number: 1248

Reference Level: 13

General Characteristics Translates written material from one language to another. Material includes little or no technical terminology, but does include idioms in both languages. Has some understanding of the organization's affairs as they relate to the functions serviced. This is typically a trainee position for a recent graduate in language studies or someone with a natural fluency in at least two languages gained from family background, combined with a demonstrated proficiency in composition, grammar, and syntax.

Representative Activities • Translates simple to moderately complex material either for internal use

and/or to service routine external communications.

• Translates material involving a minor amount of abstractions and colloquial expressions.

• If performed, translations with legal, professional or public relations ramifications are reviewed by superiors.

• May discuss materials translated, or to be translated, with those being served.

• May perform related clerical duties.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Security Supervisor Position Number: 5071

Reference Level: 13

General Characteristics Supervises the guard force of a commercial or industrial establishment and ensures suitable procedures are in place and operating effectively. Has knowledge of appropriate statutory or standard procedures for ensuring effective security and awareness of available mechanical/electronic security systems. Typically requires security guard experience and ability to coordinate shifts.

Representative Activities

• Continuously reviews the effectiveness of security procedures and mechanisms and recommends suitable changes/improvements where necessary.

• Ensures that security/alarm systems are tested regularly and effectively.

• Checks security logs and brings any questionable incidents to the attention of superiors for appropriate action.

• Liaises with police or fire authorities regularly to ensure suitable procedures and systems are in place.

• Maintains log of incidents/occurrences during shift.

• Responsible, in conjunction with personnel, for the recruiting, training, and disciplining of the guard force.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Armed Guard Position Number: 5079

Reference Level: 10

General Characteristics Guards company premises and property from unauthorized entry or theft and ensures adherence to internal security procedures. Carries a firearm and has attained proficiency in firearm safety and use.

Representative Activities • Patrols assigned areas to observe and enforce safety and security

regulations.

• Responds to emergency calls or alarms in accordance with internal procedures.

• Coordinates with external law enforcement agents on security problems.

• Operates barriers/gates to control entry to and exit from the site.

• Patrols facility to check for questionable events or breaches of perimeter fences/gates.

• Carries out inspections of vehicles and/or property to check for suspicious items.

• Monitors closed circuit TV systems to avoid security breaches.

• Checks and issues passes of employees/contractors/visitors.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Watchman/Guard Position Number: 5087

Reference Level: 9

General Characteristics Patrols a site or industrial property and ensures that security violations and emergencies are reported. Able to learn 90 percent of the job within a few months. Typically requires a substantial amount of walking, and is an unarmed position.

Representative Activities • Verifies credentials of persons entering property, exercising discretion.

• Assures that packages leaving the property are duly authorized.

• Makes rounds of the property, checking doors, windows, and gates to determine security.

• Sounds alarm in case of fire or emergency.

• Registers at watch stations.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Chauffeur Position Number: 1250

Reference Level: 9

General Characteristics Drives automobiles to transport organization’s personnel or visitors to and from appointments or around facilities on non-routine trips. Typically, no fixed work patterns exist. Works irregular hours and potentially nights, weekends, and/or public holidays. May be assigned to a particular senior manager and has to integrate work patterns with the manager’s requirements. Has awareness of safety and security considerations. Typically requires excellent knowledge of routes within the main area of operation, and high levels of discretion, flexibility, reliability, and personal organization.

Representative Activities • Picks up personnel or visitors from pre-arranged venues.

• Conveys personnel, visitors or packages to required destinations.

• Ensures cleanliness of vehicles used.

• Maintains records and produces necessary travel documentation to contribute to service administration.

• Reports maintenance issues.

• May undertake miscellaneous errands such as courier activities, as directed.

• May be expected to lift loads into and out of the car.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Receptionist/Switchboard Operator II, I

Position Number: 1249, 1251 Reference Level: 9, 8

General Characteristics Acts both as an operator and receptionist at a single-position telephone switchboard or console. Duties may include operating a telephone switchboard, greeting visitors, and determining the nature of visitors' business.

Representative Activities • Receives, welcomes, books, and refers visitors to the relevant individual

or department.

• Accepts delivery of small parcels and advises addressee.

• Maintains reception area in a tidy condition.

• Connects callers who may be uncertain of their required contact to the most appropriate department/contact.

• Takes and passes on messages. Determines when an issue is urgent and expedites a response.

• May administer routine parking and taxi arrangements, and issues and collects security badges for visitors.

• As a key point of entry to the organization, acts with tact, discretion, and courtesy at all times.

• May perform basic clerical tasks and/or undertake simple copy typing as time permits.

Scope Variants Variants relate to the number of languages spoken as principal guide for determining the appropriate job match.

II Reference Level 9

I Reference Level 8

No. of languages spoken: >= 3 < 3

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Groundskeeper Position Number: 7441

Reference Level: 7

General Characteristics Maintains grass and vegetation, including removal of snow and debris. Understands the use of various types of fertilizers and pesticides and knows correct level of application, appropriate seasons, and intervals. Uses garden hand tools, foot and rider power equipment, such as mowers, tractors, snow blowers, chainsaws, and electric clippers, and liquid and powder applicators. Receives general direction from supervisor.

Representative Activities • Spreads top soil, lays sod, plants flowers, grass, shrubs, and trees, and

assists with the construction of landscape and related structures.

• Cuts grass, fertilizes, and waters lawns, weeds gardens, prunes shrubs and trees, and performs other maintenance duties as directed.

• Sprays and dusts trees, shrubs, and lawns to control insects and disease, as directed.

• Performs other duties to clean and maintain landscape, including snow removal from driveways and paths.

• Keeps equipment in operating condition.

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Family: Administration/Support/Service (AS) Function: Support Services (ASC)

Housekeeper Position Number: 1706

Reference Level: 7

General Characteristics Performs basic housekeeping and janitorial services.

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Administration/Support/Service Document Production

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Desktop Publishing Supervisor Position Number: 1253

Reference Level: 15

General Characteristics Maintains an assessment of the organization's need for services. Plans and directs a program of approved projects ensuring they meet the organization’s standards and branding requirements. Supervises a team of desktop publishers, contracts with external services as needed, and offers technical guidance and consultation to staff and users of the service. May personally lead large/complex projects. Typically requires completion of two to three years of specialist training and seven or more years of practical experience, combined with additional courses to broaden skills and stay abreast of new systems. May have completed a degree in design or related studies.

Representative Activities • Manages and supervises the graphic communications center, including

supervising personnel and overseeing operations to produce custom printing, copying, mailing, and products requested by customers.

• Meets with management to assess the need for services, making recommendations for staffing, hardware and software support, and external services, and prepares appropriate plans and budgets.

• Meets with clients/users to plan and scope projects in terms of objectives, methods, materials, costs, and timing.

• Supervises desktop designers in the development and delivery of layouts and designs (e.g., letters, reports, brochures, graphics, presentations), including developing alternatives for review.

• Ensures that staff is abreast of methods and new technologies, takes courses to maintain currency of skills, and submits recommendations for equipment and technical innovation.

• Manages procurement, use, and distribution of consumable supplies, along with the maintenance and utilization of equipment.

• Acts as a consultant within the organization on application of desktop services for information needs.

• Contracts with and maintains working liaison with outside services.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Desktop Publisher II Position Number: 1256

Reference Level: 12

General Characteristics Operates desktop publishing systems to complete complex assignments involving word processing, page layouts, and creation of charts and computer graphics. Has in-depth knowledge of standard systems and applications, such as Microsoft PowerPoint. Usually customers are internal. May train and guide lower level personnel.

Representative Activities • Operates electronic equipment using a variety of applications software to

produce designs to a given specification.

• Lays out and adds graphics, photographs, charts, and standard library images such as ClipArt, etc. to business content.

• Ensures adherence to company branding, style, and other templates.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Desktop Publisher I Position Number: 1257

Reference Level: 11

General Characteristics Operates desktop publishing systems to complete standard assignments involving word processing, page layouts, and creation of charts and computer graphics. Operates under clear instructions with opportunity to manage own work schedule and exercise initiative.

Representative Activities • Operates electronic equipment using a variety of applications software to

produce designs to a given specification.

• Lays out and adds graphics, photographs, charts, standard library images such as ClipArt etc. to business content.

• Ensures adherence to house style and other templates.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Graphics Artist II Position Number: 1254

Reference Level: 13

General Characteristics Handles graphic projects from beginning design stages through to final production within organizational creative guidelines. Uses specialist equipment and has in-depth knowledge of tools such as Apple Mac applications. Projects may include signage, advertisements, and presentation materials. Acts as an authority on methods, systems, and processes. Usually produces materials for commercial clients.

Representative Activities • Develops the conceptual and creative design to meet the clients' outline

brief.

• Produces materials to achieve the brief.

• Liaises with production experts internally and externally, such as printers.

• Sets up printing formats including CMYK and Pantone color breakdowns.

• Follows print specifications and understands commercial implications of print specifications.

• Manipulates, converts or adjusts complex images to achieve the desired effect, such as low/high-end retouching including color balance, color conversion, composite working, and image extension.

• Provides draft output in suitable electronic format for review and approval.

• Develops and monitors production schedules and budgets.

• May supervise/mentor less experienced staff members.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Graphics Artist I Position Number: 1255

Reference Level: 12

General Characteristics Operates computer graphics systems in the design and production of presentations, print copy, and other media from specifications and/or content provided by others. Usually produces materials for commercial clients. Uses standard tools such as Microsoft PowerPoint and standard Apple Mac applications.

Representative Activities • Interacts with internal and external clients in the production of media aids.

• Takes key content from others and adds graphics, colors, layout, and pictures.

• Uses library images from commercial or free libraries.

• Prepares material/collateral into print image format.

• Assists in scheduling, delivery, and set-up of graphics products and equipment.

• May liaise with local print companies for small production volumes.

• Carries out simple manipulation of digital images, such as cropping, rotating, red-eye reduction, and cutting out images.

• Provides draft output in suitable electronic format for review and approval.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Word Processing Operator III Position Number: 1258

Reference Level: 10

General Characteristics Sets up and operates automated text-editing equipment to produce typed documents from supplied information and previously recorded material. Applies technical knowledge and skill associated with advanced functions of the text-editing equipment (e.g., creating a document, filing, retrieving, use of glossaries, utility sort, math pack). Transcribes and/or assembles recorded or supplied material, documents, reports, statistical/financial summaries, and correspondence. Responsible for a range of tasks at any one time with scope for deciding own work sequence within the bounds of delivery expectations. Typically requires technical training and significant work experience.

Representative Activities • Sets up equipment to perform routine functions, requiring in-depth

knowledge of the equipment and software packages used.

• May transcribe recorded dictation such as reports and/or correspondence.

• Assembles materials and follows general instructions to type documents, plan layouts, and include complicated graphics, charts, and tables.

• Maintains a current filing system of formats and repetitive documents.

• May proof read for transcription errors and make recommendations on style and formatting in accordance with in-house guidelines and branding.

• May perform a variety of clerical elements related to typed materials, such as filing, preparing mailings, photocopying, and/or record keeping.

• Material typed tends to be on a production basis and of general business nature, although large, complex documents with inputs from more than one source may be included.

• Requires keyboarding and complex layout skills, plus specialized knowledge of the specific equipment and its operation.

• May make recommendations on use of grammar, spelling, and punctuation.

• May supervise/train less experienced staff.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Word Processing Operator II Position Number: 1259

Reference Level: 9

General Characteristics Sets up and operates automated text-editing equipment to produce typed documents from supplied information and previously recorded material. Applies technical knowledge and skill associated with both basic and intermediate functions of text-editing equipment (e.g. creating a document, filing, retrieving, use of glossaries, and utility sort). May transcribe and/or assemble recorded or supplied material, documents, reports, statistical/financial summaries, and correspondence. Has a limited number of tasks at any one time with some scope for deciding own work sequence. Typically requires technical training and substantial work experience.

Representative Activities • Sets up equipment to perform routine functions, requiring comprehensive

knowledge of the equipment and software packages used.

• May transcribe recorded dictation such as reports and/or correspondence.

• Assembles materials and follows instructions to type documents including graphics, charts, and tables with some latitude to decide layout.

• Maintains a current filing system of formats and repetitive documents.

• May proof read for transcription errors and make suggestions on style and formatting in accordance with company guidelines and branding.

• May perform a variety of clerical elements related to typed materials, such as filing, preparing mailings, photocopying, and/or record keeping.

• Material typed tends to be on a production basis and of a general nature although large, complex documents with inputs from more than one source may be included.

• Requires keyboarding and complex layout skills, plus specialized knowledge of the specific equipment and its operation.

• May make suggestions on use of grammar, spelling, and punctuation.

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Family: Administration/Support/Service (AS) Function: Document Production (ASD)

Word Processing Operator I Position Number: 1260

Reference Level: 8

General Characteristics Operates automated text-editing equipment to transcribe recorded dictation and/or produce typed documents from supplied information and/or previously recorded material. Applies basic skill associated with the text-editing equipment. Has a limited number of tasks at any one time with limited scope for deciding own work sequence.

Representative Activities • Sets up equipment to perform routine functions and basic applications.

• May transcribe recorded dictation such as simple correspondence and/or lists.

• Assembles materials and follows standard or supplied instructions to type documents.

• Maintains a current filing system of formats, standard statements, and repetitive documents.

• May proof read for transcription errors.

• May perform a variety of simple clerical elements related to typed materials, such as filing, preparing mailings, photocopying, and/or record keeping.

• Material typed tends to be on a production basis and of general nature. Equipment may have a limited range of capacity.

• Requires basic keyboarding and layout skills, plus specialized knowledge of the specific equipment and its operation.

• Requires proper use of grammar, spelling, and punctuation.

• May be supervised by a more experienced operator.

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Executive Title Descriptions Chief Executive Officer - 0001

Top executive of the entire organization.

Group Head - 0005 Top executive of two or more subsidiary, affiliate or division operating units.

Division Head - 0006 Top executive of one independent operating unit.

Chief Operating Officer - 0002

Executive directing the effective management and profitable growth of assigned operating businesses, domestic and worldwide.

Chief Administrative Officer - 0003

Executive directing the development and implementation of policies and programs of two or more dissimilar major corporate functions.

Head of Strategic Planning - 0004

Executive directing the development of the corporate business plan, including consolidation of various division and subsidiary plans.

Chief Financial Officer - 0020

Top family executive for all finance and accounting functions.

Controller - 0022 Subfamily executive overseeing all company-wide budgeting, financial planning, control, accounting, and reporting policies and practices.

Head of Internal Audit - 0023

Subfamily executive overseeing all reviews and appraisals for soundness, adequacy, compliance, and cost effectiveness of operational, financial, and information management controls.

Head of Treasury - 0021 Subfamily executive overseeing the treasury function of the company.

Head of Tax - 0024 Subfamily executive directing the establishment and implementation of corporate tax policy.

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Chief Information Officer - 0040

Top family executive for all information technology functions.

Head of Information Technology - 7517

Corporate executive accountable for information system activities for the entire organization.

Head of Human Resources - 0060

Top family executive for all human resource functions.

Head of Training and Development - 6005

Subfamily corporate executive who develops and implements programs to improve the competence and effectiveness of all of the organization's human resources.

Head of Compensation and Benefits - 0061

Subfamily executive overseeing all development and implementation of plans and programs of employee compensation and benefits.

Head of Recruiting - 0062 Subfamily executive overseeing all recruiting functions of the organization.

Head of Organization Development - 5993

Subfamily corporate executive providing consultative and research services, programs, information, and other assistance in the development of effective organization structures and processes for the entire organization.

Head of Labor Relations - 5944

Subfamily corporate executive who develops and directs implementation of plans, policies, and programs affecting company relations with the entire organization's employees and their representatives.

Head of Law/Legal Executive - 0080

Top family executive for all legal affairs of the organization.

Head of Corporate Affairs - 0340

Top family executive for all communications with the organization's various publics.

Head of Regulatory Affairs - 1801

Top executive responsible for regulatory compliance and communication with regulatory bodies.

Head of Shareholder Relations - 5732

Subfamily corporate executive responsible for the company's relationship and communication with shareholders and the investment community.

Head of Marketing - 0100 Top family executive for all marketing functions (excluding sales and representation) of the organization.

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Group Product/Brand Manager - 6398

Executive managing one or two business categories and two to four brand groups.

Head of E-Commerce - 6396

Subfamily corporate executive accountable for the current and long-term profitable operation and growth of e-commerce for the entire organization.

Head of Marketing and Sales - 0140

Top family executive for planning and implementing the overall marketing and sales functions in the company.

Head of Sales - 0141 Top family executive for all sales functions of the organization.

Head of Customer Service - 5392

Top family executive for all customer service functions.

Head of Research and Development - 0180

Top family executive for all research and development activities of the organization.

Head of Engineering - 0200 Top family executive for all engineering functions of the organization.

Head of Logistics/Supply Chain - 0220

Top family executive for all logistical and supply chain functions of the organization.

Head of Purchasing/Procurement - 6320

Subfamily corporate executive assuring the timely, economical purchase of raw materials, parts, equipment, and operating supplies required for production of the entire organization's products.

Head of Materials - 6346 Subfamily corporate executive who assures the timely, economical purchase of raw materials, parts, equipment, and operating supplies, along with planning of manufacturing output, inventory control, warehousing, and shipment to meet sales forecasts and customer commitments for the entire organization.

Head of Distribution/Transportation - 7545

Subfamily corporate executive directing planning and implementation of physical distribution of the entire organization's products to meet customer requirements.

Head of Manufacturing - 0280

Top family executive for all manufacturing functions of the organization.

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Head of Operations (Non-Manufacturing) - 0281

Top family executive for all non-manufacturing operations of the organization.

Head of Quality Assurance/Quality Control - 0360

Top family executive for all company policies and programs of quality and control.

Head of Health, Safety and Environmental Affairs - 0380

Top family executive for all matters of personal health and safety of employees and protection of the environment and general public.

Head of Property Development - 0260

Top family executive for all property development, leasing, design, and construction for the organization.

Head of Real Estate - 6728 Subfamily corporate executive who focuses on leasing and property development for the entire organization, but typically is not responsible for design and construction.

Head of Construction - 6730 Subfamily corporate executive responsible for all construction projects of the entire organization.

Head of Energy and Facility Management - 6724

Subfamily corporate executive responsible for the planning, implementation, and maintenance of the energy and facilities maintenance programs and systems for the entire organization.