Escolar Documentos
Profissional Documentos
Cultura Documentos
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This Edition of the Toolkit is subject to revision
25 November , 2010
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Contents
Job Family Allocation Process .....................................................................................................5
Description Tool (1) .......................................................................................................................6
Description Tool (2) .......................................................................................................................8
Analyse and Assign Tool ............................................................................................................10
ASSIGNMENT TABLE SECTION 1 ...................................................................................................................................................................................12
ASSIGNMENT TABLE SECTION 2 ...................................................................................................................................................................................14
ASSIGNMENT TABLE SECTION 3 ...................................................................................................................................................................................16
ASSIGNMENT TABLE SECTION 4 ...................................................................................................................................................................................18
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Job Family Allocation Process
Stage 1
Use the Descriptive tool to understand the Job family
Framework and assess the overall nature of the job
Stage 2
Use the Analyses an Assign tool to indicate the
Service Type category to use
Stage 3
Use Assignment Tables to analyse the job in detail
and select appropriate job family
Stage 4
Use Analysis tools to analyse the job wthin the
selected job family
Stage 5
Use Job Family Matrices to allocate the job to a role
profile and check result
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Description Tool (1)
Use this Descriptions Tool to assess the content of the job being allocated by considering the predominant
characteristics of the job with the descriptions and characteristics of the families on this and the following page.
Use the Assignment Tables to analyse the nature of the job in detail to determine a Job Family
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Cumbria County Council
Job Family Allocation
Descriptions Tool
Code Job Family Description Key Characteristics
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Description Tool (2)
Use this Descriptions Tool to assess the content of the job being allocated by considering the predominant
characteristics of the job with the descriptions and characteristics of the families on this and the following page.
Use the Assignment Table to analyse the nature of the job in detail to determine a Job Family
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Cumbria County Council
Job Family Allocation
Descriptions Tool
Code Job Family Description Key Characteristics
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Analyse and Assign Tool
Step 1 Service Type Analysis using the table of service types opposite
Step 2 Service Type Work Area using Assignment Table Column 1
Step 3 Work Area Detail using Assignment Table Columns 2 & 3
Step 4 Service Delivery Type using Assignment Table Columns 4, 5 & 6
Consider the overall nature of the job using the broad criteria of Service provided and delivery method.
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Working directly with people Working with technical knowledge
and/or physical resources
Consider the overall nature of the job using the broad criteria of Service provided and how delivered
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Assignment Table Section 1
Assign the job by analysing the nature of the job, its work area and detail emphasis. A white square provides the
family code - A red square suggests another Service Type should be used.
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Cumbria County Council
Job Family Allocation
Assignment Table Tool Section 1
Front line Frontline Services that
Service Type Work area Detail service engage- support to help run the
ment and deliver services Council in
delivery planning,
organisation
and control
1 2 3 4 5 6
Administration call centre public CE
internal BS
public counter benefits CE OS
licensing CE OS
housing CE OS
electoral CE OS
revenue CE OS
one stop information CE OS
back office BS BS
administration general BS BS BS
financial BS BS BS
secretarial BS
Advisory technical RT RT RT
consultancy RT RT RT
legal OS OS OS
leisure administration BS OS
education services PCD PCD
education administration BS OS
benefits/revenues BS OS OS
care /welfare services PCD PCD PCD
administration BS PCD
housing CE OS
financial CE OS OS
local information CE OS
planning permission status BS RT OS
building control standards/status BS RT
Public Relations OS OS
transport information CE RT
roads CE RT
trading standards RT RT
environment standards RT RT
Business financial control day to day operations OS OS
management audit day to day operations OS OS
tax management day to day operations OS OS
human resources day to day operations OS OS
training and dev. Design & delivery employees PCD PCD
legal day to day operations OS OS
Information systems day to day operations OS OS
planning everyday RT
long term OS OS
performance monitor and reporting OS OS
procurement day to day operations OS OS
commissioning OS OS OS
public relations day to day operations OS OS OS
marketing day to day operations OS OS
administration Go to Service Type
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Assignment Table Section 2
Assign the job by analysing the nature of the job, its work area and detail emphasis. A white square provides the
family code - A red square suggests another Service Type should be used.
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Cumbria County Council
Job Family Allocation
Assignment Table Tool Section 2
Front line Frontline Services that
Service Type Work area Detail service engage- support to help run the
ment and deliver services Council in
delivery planning,
organisation
and control
1 2 3 4 5 6
Caring for people vulnerable people PCD PCD
helping others to learn Go to Service Type
employee development employee development PCD OS OS
staff training PCD OS OS
providing information CE OS OS
administration Go to Service Type
use of facilities security OP RT
reception CE
effective use CE RT
maintain OP OP
repair OP OP
Catering provision of food and drink internal OP
external OP
design RT
Craft building and repair OP
vehicle repair OP
vehicle inspection mechanical RT RT OS
licensing RT RT
general repair and maintenance OP
Helping others to training and education tuition PCD
learn teaching assistants PCD
supporting teaching PCD
museums/galleries CE RT
libraries CE CE
sport PCD BS
administration CE BS OS
employee development employee development PCD OS OS
staff training PCD OS OS
administration BS BS OS
caring for people Go to Service Type
Helping to run managing day to day use OS OS OS
facilities facilities management OS OS OS
facilities repair and maintenance OP
cleaning OP
catering Go to Service Type
reception CE CE
sales CE OS
mailroom BS BS BS
community buildings CE OS
leisure facilities sport CE OS OS
museums/galleries CE RT OS
libraries CE CE OS
education CE CE OS
administration schools BS OS OS
general BS BS OS
Council offices CE OS OS
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Assignment Table Section 3
Assign the job by analysing the nature of the job, its work area and detail emphasis. A white square provides the
family code - A red square suggests another Service Type should be used.
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Cumbria CountyCouncil
Job Family Allocation
Assignment Table Tool Section 3
Front line Frontline Services that
Service Type Work area Detail service engage- support to help run the
ment and deliver services Council in
delivery planning,
organisation
and control
1 2 3 4 5 6
Physical work planning everyday RT
long term OS RT
maintenance craft OP
general OP
installation craft OP
general OP
horticulture manual OP
horticulture design RT
keeping things secure OP OP
operating plant driving full time OP
used to achieve job OP
driving full time OP OP
repair of buildings, roads and environ craft OP
general OP
repair of vehicles OP
clean outside OP
clean inside OP
environmental waste collection OP
Policy development OS OS
advisory OS OS
administration OS
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Assignment Table Section 4
Assign the job by analysing the nature of the job, its work area and detail emphasis. A white square provides the
family code - A red square suggests another Service Type should be used.
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Cumbria County Council
Job Family Allocation
Assignment Table Tool Section 4
Front line Frontline Services that
Service Type Work area Detail service engage- support to help run the
ment and deliver services Council in
delivery planning,
organisation
and control
1 2 3 4 5 6
Planning Regeneration OS
Economic OS
Buildings and grounds Regeneration OS
maintenance OS OS
Regulations RT RT
Regulations Environment RT RT
Building RT RT
Trading RT
Regulatory external vehicle inspection standards RT
taxi standards RT
Council vehicle inspection maintenance/repair RT RT
environment standards RT
building control RT
Trading standards RT
Registrars RT
Technical inspection environment RT RT
trading RT
traffic RT
Regulatory environment RT RT
trading RT
parking control RT RT
traffic RT RT
Registrars RT
engineering design and build RT RT
ICT design and build RT RT
craft OP
design RT RT
maintain and restore OP
planning requirements long term OS OS
planning requirements everyday RT RT
keeping things secure OP RT
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Analysis Matrix Tools
Each family uses the Knowledge and Skills Matrix Tools with the Process Matrix Tool as the primary means of analysing jobs.
The other Matrix Tools are used to further differentiate between Role Profiles and to verify the remaining Job Evaluation core factors.
Allocation Tools
Knowledge
Skills
Process
Relationships
Tangible Resources
Checks
Physical Demands
Mental Demands
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Knowledge and Skills
Knowledge
The Knowledge Matrix and Skills Matrices can be used in combination. Establish a Knowledge value K1 to K8 by
combining the range of knowledge required in the job from Columns 1 to 8 with the typical learning, application and
depth of knowledge from rows 1 to 8. A green square is derived directly from the NJC Evaluation Scheme.
A yellow square provides an acceptable value that may be relatively high or low on one element of the matrix
Orange squares do not provide a K value. ENLARGED WORDS NEXT PAGES!
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Knowledge Descriptions
1 2 3 4 5 6 7 8
Description Practical. Use of Working knowledge. Procedural technical or specialist technical specialist breadth and depth of breadth and depth of breadth and depth of
associated basic tools Use of associated knowledge. Use of knowledge over range technical, specialist technical, specialist
and equipment. tools and equipment. associated tools and of areas areas and theory areas and theory.
equipment.
Content Basic understanding basic literacy in literacy in language, Advanced knowledge In depth theory and extensive technical, expertise to assess In depth
of work. Follow written language, numbers & numbers, ICT, tech and theory further job knowledge specialist and theory operational understanding of
instructions and ICT drawings appreciation implications of change external environment
records. affecting Council
Indicative level of NVQ1 GCSE <C NVQ2 GCSE C+ NVQ3 A levels NVQ4, HND+, Gen Honours degree, Professional Professional
formal qualifi- HNC HNC/HND deg, prof qualified (ex professional accreditation. accreditation.
cation degree) accreditation Recognised internal Recognised expert on
expert regular basis
Range of activity Limited tasks Different tasks range of related and wide range of jobs broad range of jobs broad range of jobs, complex range of complex range of
or complex tasks and activities. and organis-ational functions and organis- knowledge within a operational or
Knowledge of activities ational objectives discipline or functional issues
Organisation knowledge across across range of
procedures and policy. range of disciplines disciplines
Depth of activity focused activity series of activities range of activities full practical discipline concepts of full complex discipline range of disciplines diverse or significant
discipline and complexity depth
Strategic Understands and Determines local Contributes to the Initiates and directs the
contributes to internal objectives for operational strategic assessment strategic assessment,
Contribution
consideration of or technical or external and preparation for response and
operational implications responses to emerging operational or technical preparation for
issues. or external changes operational or technical
occuring at functional or or external changes
corporate level. occuring at functional or
corporate level.
Likely Experience
Minimal
K1
Some working
experience K2 K2 K2
Moderate, relevant
working experience K2 K3 K3
Extended, relevant
working experience K3 K3 K4 K4
Significant period of
relevant working K4 K4 K4 K5 K5 K5 K6
Considerable period
of relevant working K4 K4 K5 K5 K6 K6 K6
Substantial period of
relevant working K5 K6 K7 K7 K7
Extensive period of
relevant working K7 K8
experience
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COLUMN DESCRIPTORS
1 2 3 4 5 6 7 8
Description Practical. Use of Working knowledge. Procedural technical or technical specialist breadth and depth of breadth and depth of breadth and depth of
associated basic Use of associated knowledge. Use of specialist knowledge over technical, specialist technical, specialist areas
tools and equipment. tools and associated tools and range of areas areas and theory and theory.
equipment. equipment.
Content Basic understanding basic literacy in literacy in language, Advanced In depth theory and extensive technical, expertise to assess In depth understanding of
of work. Follow language, numbers numbers, ICT, tech knowledge and further job knowledge specialist and theory operational external environment
written instructions & ICT drawings theory appreciation implications of change affecting Council
and records.
Indicative level of NVQ1 GCSE <C NVQ2 GCSE C+ NVQ3 A levels NVQ4, HND+, Gen Honours degree, Professional Professional accreditation.
formal qualification HNC HNC/HND deg, prof qualified (ex professional accreditation. Recognised expert on
degree) accreditation Recognised internal regular basis
expert
Range of activity Limited tasks Different tasks range of related and or wide range of jobs broad range of jobs broad range of jobs, complex range of complex range of
complex tasks and activities. and organis-ational functions and knowledge within a operational or functional
Knowledge of activities organis-ational discipline or knowledge issues across range of
Organisation objectives across range of disciplines
procedures and disciplines
policy.
Example Job Roles Labourer, cleaner Complex op, car, Basic craft, rigid lorry Advanced craft Part qual. AAT; Legal Full qualification Charted plus proven Integration diverse range
van, minibus exec. newly chartered applied experience of specialist knowledge
Depth of activity focused activity series of activities range of activities full practical concepts of full complex discipline range of disciplines diverse or significant depth
discipline discipline and complexity
Strategic Understands and Determines local Contributes to the Initiates and directs the
Contribution contributes to internal objectives for strategic assessment strategic assessment,
consideration of operational or and preparation for response and preparation
operational technical or external operational or technical for operational or
implications responses to or external changes technical or external
emerging issues. occuring at functional changes occuring at
or corporate level. functional or corporate
level.
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ROW DESCRIPTORS AND MATRIX VALUES
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Knowledge and Skills Level Indicators
This table describes the types of expertise and /or supervisory/managerial role that may warrant the relevant K score and can be used
to check or confirm the K score arrived at by using the other matrices.
Expertise Supervisory/Managerial
Performance of straightforward practical tasks. Distributes work for the team. Checks work done.
K1
Performance of a number of related procedural activities. Basic supervisor of team undertaking similar and basic
K2
activities.
Performance of a range of varied activities involving a Team leader for a team involved in a range of straightforward
working knowledge of the specific administrative and/or activities.
K3
practical procedures. It is necessary to be aware of related
processes.
Experienced practitioner in complex vocational field or entry Typical team leader for more complex work.
K4 level 'professional' undertaking standard applications.
Standard 'professional'. Conducts work using established Typical first line full management position.
K5 principles. Subject to 'sign off' and QA. Small organisation
unit manager.
Qualified in subject area. Possibly Chartered status and Leads service delivery team of range of skilled team
K6 making authoritative recommendations/actions. Delivers members
independently or with team support.
Substantial experience of applying knowledge in specialist Leads and directs several service delivery teams in complex
K7
area(s) to resolve complex issues. service(s) area.
Recognised practitioning expert in field. Consulted on Heads up defined complex service area.
K8
complex technical issues.
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Skills Matrix Tool
The Skills Matrix Tool describes the skill levels equivalent to the K Score in the Knowledge Matrix Tool.
Identify the key skill or skills and relevant skill level. – In the event that more than one skill is relevant, give recognition to the higher
skill. The column number is used to record the relevant skill.
The Matrix is divided into four colour coded quadrants, each referring to a range of levels within a selection Skills Areas.
Learning Skills Area
Dimensions Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 Feature 6
K1 Writing Numbers ICT Equipment and Practical Craft Expertise
Learning Time
Application
Knowledge Depth
Vehicles Expertise
K2
K3
K4
K5
K6
K7
K8
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Skills Matrix Tool
The Skills Matrix Tool describes the skill levels equivalent to the K Score in the Knowledge Matrix Tool.
Identify the key skill or skills and relevant skill level. – In the event that more than one skill is relevant, give recognition to the higher
skill. The column number is used to record the relevant skill.
The Matrix is divided into four quadrants together with a description of the equivalent learning time, application and depth of knowledge
to help to determine the skill level.
Skills Matrix
Skills levelling Skills levelling
Social, Technical, Economic, Political 1 2 3 4 5 6
NJC Learning time Application Knowledge depth Written Numerical ICT Equipment and vehicles Practical and business expertise Craft and Technical expertise
K1 very short. requires shown what to do. familiarity with required similar tasks after on the job experience. Fill in straightforward forms. Reading and Count or record things. Handle giving and Use straightforward electronic tools. E.g: Use of everyday tools and equipment found Performance of straightforward practical Performance of straightforward practical
induction writing of straightforward text. Recognition receiving of money and change. phone, bar code reader, ATM. Keypad in the normal course of working life. (E.g: tasks. tasks involving basic hand and powered
and understanding of signs, labels and data entry. kettle, stationery, office furniture, cleaning tools and equipment associated with the
symbols. materials, basic hand and powered tools, type of work.
general industrial equipment).
K2 weeks/ months. works to specific Instructions. working knowledge of different tasks. Gained through education, General literacy. Prepare documents using Basic numeracy. Perform basic arithmetic Use basic software applications.E.g. word Use of general vocational work equipment. Performance of a number of related Performance of a number of related
some working vocational training, on the job training and practical experience. established format and provided content. processes. Add, subtract, divide, multiply processing, predefined spreadsheets, (E.g: advanced hand and powered tools, procedural activities. practical activities involving standard tools
experience possibly using calculator. email. Standard use of complex ICT complex office machinery, specialist and equipment associated with the type of
equipment E.g.PC. industrial equipment, light specialised work.
motorised equipment, motor car/van).
K3 many months. works to general procedures. comprehensive practical knowledge of related activities or relatively Fully developed literacy. Write documents Perform general maths including decimals,
Regular and extended use of a range of Operation and adjustment of a specialised Performance of a range of activities Performance of a full range of activities
Moderate working Determines how to do the work. complex work systems. Gained through education, vocational requiring preparation and development of fractions, ratios, mechanical alignments and
standard software. E.g: competent machine with a number of inter-related involving established work routines and involving the integration of several
experience. training, on the job training and practical experience. content. Interpret technical maps and/or basic statistics. Interpret technical maps
secretarial use of Word, full presentations controls, where the combined adjustments procedures. Understanding the work of procedures to build, install or repair
drawings. and/or drawings. Maintaining and keepingin Powerpoint, Excel spreadsheets with made are critical to the effective control and others performing related processes. structures and equipment. Formally trained
ledgers. standard formulae and techniques. Use of efficiency of the outputs. knowledge of the established techniques
straightforward macros, advanced tools. and extensive practice is required.
ECDL
K4 years. Practical. Determines which process or Technical and/or specialist. Practical/principles and appreciation of Writes material within general guidelines Intermediate numerical analysis/ Use advanced software packages and Operation and adjustment of plant or Performance of a wide range of activities Performance of a range of activities
Extended period of option to use. underlying theory. Advanced knowledge gained through education, covering a wide range of specialist content. bookeeping. Choose tools and techniques develop procedures, tools and programs machines with a several inter-related involving a full working knowledge of involving the integration of complex
experience. vocational training, on the job training and practical experience. using statistics, formulae and accounting involving complex macros, consolidations, controls, which must be balanced and co- specific administrative and/or advanced procedures to build, install or repair
rules. linkages and layouts. ordinated in a system of sequential stages practical processes and procedures. Full structures and equipment. Formally trained
and where the combined adjustments made understanding of associated processes. knowledge of the established techniques
are critical to the effective control and developed over an extended time of tuition
efficiency of t and practice is
K5 years. Theory and Understands why it works and best Technical, specialist and in depth theoretical knowledge. Further Writes independently on technical, business Advanced numerical analysis, financial Set up and support extensive computer Performance of a range of activities Performance of a range of activities
practice. Significant methods to use. advanced knowledge gained through education, vocational training, or service issues requiring understanding accounting. Choose and create tools and services requiring understanding of requiring a theoretical and practical requiring a basic theoretical and/or deep
period of relevant on or off the job training and practical experience. and knowledge of the practical theory and applications. applications, alternative packages, and foundation of administrative and/or practical foundation of a substantial
working experience. underlying issues. interfaces with networks. advanced specialist processes. Familiar practical discipline or range of related
with all aspects of the job. Knowledge of disciplines.
broad range of related jobs and
organisational activities.
K6 years. Theory and Identifies and recommends what Specialist expert in principles and theory. Extensive technical, Write material that explain complex or Specialist in-depth analysis, research, Theoretical and practical knowledge of the Work of a complex nature requiring detailed Work of a complex nature requiring detailed
practice. Considerable needs to be done. Contributes to specialist and theoretical knowledge. Both breadth and depth of controversial issues or concepts. complex taxes and economic forecasting. effective application of ICT in and diverse knowledge in range of work and diverse knowledge in range of technical
period of relevant internal consideration of further knowledge gained through education, vocational training, on organisations. areas or advanced knowledge in a few work areas or advanced technical
working experience. operational implications. or off the job training and practical experience. specialist work areas. knowledge in a few specialist work areas.
K7 years. Substantial Determines local objectives for Complex range of knowledge within a discipline or knowledge across Comprehensive knowledge of one or more Takes professional lead in a defined Takes professional lead in a defined
period of relevant operational or technical or external range of disciplines accounting, actuarial, science, engineering complex area to achieve operational techical area to achieve defined design or
working experience. responses to emerging issues. practices and theory that involve complex objectives or provide expert advice in a project outcomes and provide expert advice
mathematics and numerical systems. supporting function. in a technically specialist area.
K8 years. Extensive period Contributes to the strategic Complex range of operational or functional issues across range of Directs the activities in a range of complex Directs the activities in a range of complex
of relevant working assessment and preparation for disciplines operational or functional disciplines to technical disciplines to assure design or
experience. operational or technical or external achieve longer term objectives. project outcomes and required expert
changes occuring at functional or advice in a technically specialist area.
corporate level.
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Skills Matrix Tool K1 to K4
K1 very short. requires shown what to do. familiarity with required similar tasks after on the job
induction experience.
K2 weeks/ months. works to specific Instructions. working knowledge of different tasks. Gained through
some working education, vocational training, on the job training and
experience practical experience.
K4 years. Practical. Determines which process or Technical and/or specialist. Practical/principles and
Extended period of option to use. appreciation of underlying theory. Advanced
experience. knowledge gained through education, vocational
training, on the job training and practical experience.
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Skills Matrix Tool K5 to K8
Social, Technical, Economic, Political
NJC Learning time Application Knowledge depth
K5 years. Theory and Understands why it works and Technical, specialist and in depth theoretical
practice. Significant best methods to use. knowledge. Further advanced knowledge gained
period of relevant through education, vocational training, on or off the
working experience. job training and practical experience.
K6 years. Theory and Identifies and recommends what Specialist expert in principles and theory.
practice. Considerable needs to be done. Contributes Extensive technical, specialist and theoretical
period of relevant to internal consideration of knowledge. Both breadth and depth of further
working experience. operational implications. knowledge gained through education, vocational
training, on or off the job training and practical
experience.
K7 years. Substantial Determines local objectives for Complex range of knowledge within a discipline or
period of relevant operational or technical or knowledge across range of disciplines
working experience. external responses to emerging
issues.
K8 years. Extensive Contributes to the strategic Complex range of operational or functional issues
period of relevant assessment and preparation for across range of disciplines
working experience. operational or technical or
external changes occuring at
functional or corporate level.
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Skills Matrix Tool Quadrant 1
Comprehension Numerical ICT K1 to K4
K 1 2 3
Value Comprehension Numeracy ICT
Fill in straightforward forms. Count or record things. Handle Use straightforward electronic tools
Reading and writing of giving and receiving of money and e.g. phone, bar code reader, ATM.
K1 straightforward text. Recognition change. Keypad data entry.
and understanding of signs, labels
and symbols.
Basic literacy. Prepare documents Basic numeracy. Perform basic Use basic software applications
using established format and arithmetic processes. Add, e.g. word processing, predefined
K2 provided content. subtract, divide, multiply possibly spreadsheets, email. Standard use
using calculator. of complex ICT equipment e.g. PC.
Fully developed literacy. Write Perform general maths including Regular and extended use of a
documents requiring preparation decimals, fractions, ratios, range of standard software e.g.
and development of content. mechanical alignments and basic Competent secretarial use of Word,
Interpret technical maps and/or statistics. Interpret technical maps full presentations in PowerPoint,
K3 drawings. and/or drawings. Maintaining and Excel spreadsheets with standard
keeping ledgers. formulae and techniques. Use of
straightforward macros, advanced
tools. ECDL
Writes material within general Intermediate numerical analysis/ Use advanced software packages
guidelines covering a wide range of bookkeeping. Choose tools and and develop procedures, tools and
K4 specialist content. techniques using statistics, programs involving complex
formulae and accounting rules. macros, consolidations, linkages
and layouts.
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Skills Matrix Tool Quadrant 2
Comprehension Numerical ICT K5 to K8
K 1 2 3
Value Comprehension Numeracy ICT
Writes independently on technical, Advanced numerical analysis, Set up and support extensive
business or service issues requiring financial accounting. Choose and computer services requiring
understanding and knowledge of the create tools and applications. understanding of applications,
K5 practical theory and underlying alternative packages, and
issues. interfaces with networks.
Write material that explains complex Specialist in-depth analysis, Theoretical and practical
or controversial issues or concepts. research, complex taxes and knowledge of the effective
K6 economic forecasting. application of ICT in organisations.
K8
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Skills Matrix Tool Quadrant 3
Equipment and Vehicles, Practical and Business, Craft and Technical K1 to K4
K 4 5 6
Value Equipment and Vehicles Practical and business Expertise Craft and Technical Expertise
Use of everyday tools and equipment Performance of straightforward Performance of straightforward practical
found in the normal course of working practical tasks. tasks involving basic hand and powered
life (e.g. kettle, stationery, office tools and equipment associated with the
K1 furniture, cleaning materials, basic type of work.
hand and powered tools, general
industrial equipment).
Use of general vocational work Performance of a number of related Performance of a number of related
equipment (e.g. advanced hand and procedural activities. practical activities involving standard tools
powered tools, complex office and equipment associated with the type of
K2 machinery, specialist industrial work.
equipment, light specialised motorised
equipment, motor car/van).
Operation and adjustment of a Performance of a range of activities Performance of a full range of activities
specialised machine with a number of involving established work routines involving the integration of several
inter-related controls, where the and procedures. Understanding the procedures to build, install or repair
K3 combined adjustments made are work of others performing related structures and equipment. Formally
critical to the effective control and processes. trained knowledge of the established
efficiency of the outputs. techniques and extensive practice is
required.
Operation and adjustment of plant or Performance of a wide range of Performance of a range of activities
machines with a several inter-related activities involving a full working involving the integration of complex
controls, which must be balanced and knowledge of specific administrative procedures to build, install or repair
co-ordinated in a system of sequential and/or advanced practical processes structures and equipment. Formally
K4 stages and where the combined and procedures. Full understanding of trained knowledge of the established
adjustments made, are critical to the associated processes. techniques developed over an extended
effective control and efficiency of the time of tuition and practice is required.
unit.
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Skills Matrix Tool Quadrant 4
Equipment and Vehicles, Practical and Business, Craft and Technical K5 to K8
K 4 5 6
Value Equipment and Vehicles Practical and business Expertise Craft and Technical Expertise
Performance of a range of activities Performance of a range of activities
requiring a theoretical and practical requiring a basic theoretical and/or deep
foundation of administrative and/or practical foundation of a substantial
K5 advanced specialist processes. practical discipline or range of related
Familiar with all aspects of the job. disciplines.
Knowledge of broad range of related
jobs and organisational activities.
Work of a complex nature requiring Work of a complex nature requiring
detailed and diverse knowledge in detailed and diverse knowledge in range of
range of work areas or advanced technical work areas or advanced
knowledge in a few specialist work technical knowledge in a few specialist
K6 areas. work areas.
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Process Matrix Tool
The Matrix arrives at an Process Value or P Score (P1 to P9) by combining the impact range (columns 1 to 6) with
the level of discretion enjoyed by the job and the application of that discretion (Rows 1 to 7).
Job Family Allocation
Process Matrix Tool
Resolving Problems
Detailed General Recognised Organise Recognised broad practice established principles
instructions instructions procedures priorities guidelines and guidelines policy defining overall
policy
some initiative initiative to independent independent discretion and discretion and wide discretion very wide
on day to day make routine decisions decisions initiative over a initiative over and initiative discretion over
basis decisions about routine about un- range of broad area over very very broad
or predictable anticipated frequent broad area area.
issues issues decisions Independent of
others
Action Type of problems Time frame 1 2 3 4 5 6 7 8
1 Identify solution Straightforward, clearly defined now P1 P1
2 Interpret info generally similar days P1 P2 P3 P4 P4
3 Analyse and interpret varied weeks P3 P4 P4 P5 P5
4 Analyse and interpret complex months P4 P5 P5 P6 P6
5 Analyse and interpret diverse and complex years P6 P7 P7
6 Analyse and interpret very diverse and complex strategic P7 P8 P9
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Process Matrix Tool: Rows
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Process Matrix Tool: Columns
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Relationship Matrix Tool
The Relationship Matrix Tool arrives at an Relationship Value or R Score (R1 to R11) by combining the level of
people management (columns 1 to 7) with the level of influence enjoyed by the job and the nature and outcomes of
the job's work relationships (rows 1 to 8).
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Job Family Allocation
Relationships Matrix Tool
People Management
assist supervise supervise/ manage direct direct
manage
minimal team team team or variable major sub- complete
members teams teams unit unit
Influence 1 2 3 4 5 6 7
1 courtesy R1 R2
2 regular & routine information and assistance R1 R2 R3
3 explanation of relatively complex or new information R2 R3 R4 R5
4 basic or standard advice and persuasion R3 R3 R4 R5 R5
5 explain complicated and/or sensitive information R4 R4 R5 R6 R6 R7
6 persuasion through clear evidence R4 R4 R5 R6 R7 R8
7 persuasion to adopt difficult actions R5 R5 R6 R7 R8 R9 R10
8 persuasion to adopt complex and very difficult actions R6 R7 R8 R9 R10 R11
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Tangible Resources Matrix Tool
The Resource Matrix reflects jobs’ responsibility for tangible physical and financial resources and responsibility for people.
The table combines the three responsibilities into sections A,B,C.
A and C are straightforward.
Choose a column for A from 1 to 6.
Choose a row for C from 1 to 6.
B is further subdivided into 4 aspects. Choose the highest level from the four options to give the column furthest to the right..
The matrix cell will be the highest value of the combined dark and light blue columns with the level of the rose rows.
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Job Family Allocation
Tangible Resources Matrix Tool
1 2 3 4 5 6
Responsibility for Financial
A Resources Limited Some Considerable High Major Very major
B Responsibility for impact on people
Direct contact with members of Limited and Some direct impact on Considerable impact on High impact through the formal Major responsibility for Very major responsibility for
B1 the public courteous individuals or groups through individuals or groups through assessment, design and provision of a range of services the provision of services to
incidental provision of a service. assessment and provison of a implementation of a tailored to individuals and groups. substantial numbers of people.
contact. service. programme of services. Decisions made that impact on
future of the people receiving
the services.
Personnel management None. General information. Provision of services and/or Provision of advisory services Managing a personnel function. Managing the full personnel
B2 advice on established internal on internal and external function.
policy and procedures. requirements.
Policy development Provision of services and/or Provision of advice and Contributory responsibility for Major responsibility for Very major responsibility for
B3 advice on established internal guidance on the operation of developing policies and development of policy and development of policy and
policy and procedures. established internal policy and procedures with social, procedure that have significant procedure that have significant
procedures including some economic, legal or technical impact upon the operation of impact upon the operation and
interpretation to meet specific impact on people. the service. strategy across one or more
circumstances. services.
Regulation None. Provides advice to general Implementing rules and Enforcing rules and
B4 public. regulations that impact upon regulations that have high
individuals or groups. impact upon individuals or
groups. Enforcement may be
on a legal basis.
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Responsibilities for Financial Resources Matrix Tool
Use the Responsibilities for Financial Resources Matrix Tool to analyse responsibility for financial resources specifically. This refers to all forms of
financial responsibility (e.g cash, invoices, cheques, income generation or collection, budget, or financial planning)
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Responsibilities for Physical Resources Matrix Tool
Use the Responsibilities for Physical Resources Matrix Tool to analyse responsibility for physical resources specifically. This includes building
security, using equipment, stock control and ordering, and information. The nature of the resource is more significant than its value.
Sites,
Factor buildings, Personal
Information Equipment Maintenance Security Stock
level external possessions
locations
Clean range
maintenance, buildings or
(varied types
considerable very expensive repair range of external
3 Considerable of location and order range
quantities (£200,000) buildings, (formal
use of
external locations protection)
equipment)
adapt,
adapt, develop, adapt, develop,
develop,
design design wide high value wide range
design wide
4 High significant range
range
adapt,
adapt, develop, adapt, develop, develop,
wide and high wide and high
5 Major design large design wide design wide
value value
scale range high value range high
value
6 Very major Procurement and deployment. Long term planning. Resource determination.
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NJC Job Evaluation Factor: Mental Demands
The table is the Job Evaluation convention used for the Role Profiles.
The Mental demands assessment for the job must be checked to assure that it is broadly in line with the Role Profile score.
The Role Profile target score will be on the appropriate Job Family Matrix.
NJC
Mental Effort Demands
2 3 4 5
Some Consid- High Very High
erable
Deadlines, Interruptions & Conflicting
Demands
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NJC Job Evaluation Factor: Physical Skills
The table is the Job Evaluation convention used for the Role Profiles.
The physical skills assessment for the job must be checked to assure that it is broadly in line with the Role Profile score.
The Role Profile target score will be on the appropriate Job Family Matrix.
NJC
Knowledge and Skills
Physical Skills
Normal 1 1 2
Significant 2 3 3
Considerable 3 3 4
High 4 4 5
Very high 5 5
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Job Family Matrices
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Business Support Family
Cumbria County Council
Business Support
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R1 R1 R1 R1 R3 R4 R2 R4 R5 R4 R7
Max R1 R1 R2 R2 R3 R4 R3 R5 R6 R4 R7
P1 BS1A BS3A
P6 BS7A
P7
P8
P9
Resources Min TR1 TR1 TR2 TR2 TR2 TR3 TR3 TR3 TR4 TR4 TR3
Max TR1 TR1 TR3 TR3 TR3 TR3 TR4 TR4 TR5 TR5 TR4
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Customer Engagement Family
Cumbria County Council
Customer Engagement
Knowledge and Skills
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R1 R1 R3 R3 R4 R2 R4 R3 R6 R9
Max R1 R2 R3 R3 R4 R3 R5 R4 R7 R10
P1 CE1A CE2A CE2S
P2 CE2A CE2S CE3S
P3 CE3A CE3S CE4A CE4S
P4 CE3A CE4A CE4S CE5A
P5 CE4A CE5A CE5S
P6 CE5S
P7 CE6S
P8 CE6S
P9
Resources Min TR2 TR2 TR2 TR3 TR2 TR3 TR4 TR3 TR5 TR6
Max TR3 TR3 TR3 TR4 TR3 TR5 TR5 TR4 TR6 TR7
Mental Demands Target 1 2 2 2 2 3 3 4 4 4
Physical Skills Target 2 2 2 2 2 2 2 2 2 2
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Operations Family
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R1 R1 R3 R2 R4 R3 R4 R3 R5 R2 R5 R6 R7 R6 R10
Max R2 R2 R4 R3 R4 R3 R5 R3 R5 R3 R6 R7 R8 R7 R11
P1 OP1A OP2A
P2 OP2A OP2S
P6 OP7S OP9S
P7 OP8S OP9S
P8 OP8S OP10S
P9 OP10S
Resources Min TR2 TR1 TR2 TR2 TR3 TR2 TR3 TR3 TR3 TR4 TR4 TR4 TR5 TR7 TR8
Max TR3 TR2 TR3 TR3 TR3 TR2 TR4 TR4 TR4 TR5 TR5 TR5 TR6 TR8 TR9
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Organisational Support
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R2 R2 R4 R5 R5 R5 R9 R8 R9 R11
P1 OS1A
P2 OS1A
P3 OS2A OS3A
P8 OS6S OS7S
P9 OS6S OS7S
Resources Min TR1 TR1 TR1 TR2 TR4 TR3 TR4 TR6 TR7 TR8
Max TR2 TR3 TR3 TR3 TR6 TR4 TR6 TR7 TR9 TR10
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People Care and Development
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R2 R1 R2 R3 R4 R3 R5 R6 R3 R5 R4 R8 R5 R9 R6 R11
P1 PCD1A PCD2A
P2 PCD1A PCD2A
P3 PCD2.5A PCD3S
P9 PCD9S
Resources Min TR3 TR2 TR3 TR3 TR3 TR3 TR4 TR4 TR4 TR5 TR6 TR4 TR4 TR5 TR9 TR5
Max TR4 TR3 TR3 TR3 TR4 TR4 TR5 TR5 TR5 TR5 TR7 TR5 TR6 TR6 TR10 TR6
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Regulation and Technical Family
Cumbria County Council
Regulation and Technical
Relationship K1 K2 K3 K4 K5 K6 K7 K8
Process
Min R1 R2 R3 R2 R4 R2 R5 R3 R5 R4 R8 R8 R10
P1 RT1A
P2 RT1A
P3 RT2A RT4A
P8 RT9S
P9 RT9S
Resources Min TR1 TR2 TR2 TR2 TR3 TR3 TR3 TR5 TR6 TR5 TR5 TR7 TR7
Max TR2 TR3 TR3 TR3 TR4 TR4 TR5 TR6 TR7 TR6 TR6 TR8 TR9
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1. Emotional Demands
2. Working conditions
3. Physical Demands
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Emotional Demands
Emotional Demands
Occasionally Takes place from time to time, not frequent or regular and/or for a short period of time.
Regularly This is repeated within the normal cycle of activity
Some Job involved with generally distressing situation for Reading/looking at subject matter of a distressing
others nature or dealing with distressed members of the
public
Significant Emotional demand forms an expected part of the Dealing with those who are distressed as a result of
role and postholder has direct responsibility to deal Council action.
with those imposing demands
Intense Emotional demand forms an expected part of the Job related actions may cause genuine further
role and postholder has direct responsibility to deal distress to others or in major conflict with their
with those imposing demands wishes.
Source of Emotional Demand: Takes into account the extent that the job comes into contact with people who are angry, upset,
difficult or unwell or deals with circumstances that cause emotional distress. Verbal abuse is dealt with under adverse people
behaviour.
Note: People who are angry or upset about a decision about the Council has made, what a policy dictates or have a complaint
about a service would not constitute an emotional demand, as that person would not be disadvantaged.
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Emotional Demands
Frequency
Emotional Impact Example
Rarely Occasionally Regularly
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Physical Demands
Physical Demands
Indicators: Physical Effort
Type of effort
Effort level Lifting or carrying Pushing/Pulling Applied Physical Effort Awkward/Constrained
Examples
Normal
Pushing or pulling an empty trolley or Wiping tables or similar surfaces with Slightly - Leaning forwards or
Packets of paper, an empty steel
Modest some other piece of equipment a damp cloth, dusting hand-high backwards, stretching arms forwards
bucket or a light piece of equipment.
where there is little resistance. shelves etc. or upwards.
Rubbing or scrubbing tables or
A box of files, a large bucket of water Pushing or pulling a loaded (but not Distinctly - Bending over forwards or
similar surfaces, painting walls or
Considerable or a piece of heavy equipment eg overloaded) trolley, or a piece of sideways, crouching, stretching
doors with brush or roller, raking tilled
medium items of furniture. equipment where there is resistance. upwards using arms and/or legs.
soil, etc.
Pushing or pulling a well laden trolley, Very - Kneeling, crouching under an
Large containers or similar, cabinets, a piece of equipment where there is object or in a confined space, lying on
High Sawing wood, digging light soil, etc.
half full dustbins. strong resistance (e.g. sweeping mud back or front. E.g. a Mechanic
or ice). working on a vehicle.
Pushing or pulling a very heavily Digging heavy soil or soil below
Carrying full dustbins, large items of laden trolley, a piece of equipment ground level, sawing trees with
Very High
equipment or furniture. which in itself is very heavy or where chainsaw, laying full-sized paving
there is very strong resistance. stones, etc.
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Physical Demands
Frequency
Occasional Periodic Ongoing
Level of Effort
Around 10% of Not frequent or Almost
time regular continuous
Normal 1 1 1
Modest 1 1 2
Considerable 1 2 3
High 2 3 4
Very high 3 4 5
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Working Conditions
Feature
Weather Disagreeable, Adverse People
unpleasant, hazards Behaviour
(DUH)
1 1 1
2 2 2
3 3 3
4 4 4
5 5 5
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Working Conditions
Time % From 0 10 25 50 75
exposed to
weather To 10 25 50 75 100
Mostly Protected
1 1 1 1 1
indoors/ travelling
Partly Exposed 1 1 1 1 2
Mostly Exposed 1 1 1 2 3
Intense 1 2 3 4 5
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Working Conditions
SOME UNPLEASANT AND MILDLY Working with unpleasant substances and/or mildly
DISAGREEABLE disagreeable odours e.g. assisting people to use the toilet or
1 2 2
the need to wear light protective clothing such as latex gloves
Any matters covered by Control of Substances Hazardous to Health (CoSHH) are deemed to be hazardous to a
certain extent, ranging from mildly disagreeable to very hazardous.
Circumstances will be mitigated by the Council as far as is practically reasonable
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Working Conditions
VERY HIGH Postholder will need to deal with highly abusive and violent
behaviour 2 4 5 5
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Allocation Record
The Allocators record their decisions onto a record sheet.
PAGE 1
The matrix cells are noted for each Analysis Matrix Tool
PAGE 2
Job Working Circumstances
The decisions for each of the three JWC factors are recorded.
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Date CUMBRIA COUNTY COUNCIL Post Group Number
Job Family
Step 2. Analysis
KNOWLEDGE Page 22
Blue Column
K Highest Notes
Rose Row
K
Skill Column(s) K
PROCESS Page 37
Blue Column
P
Rose Row
RELATIONSHIP Page 40
Blue Column
R
Rose Row
Step 3. Allocate BS - Page 51, CE - Page 53, OP - Page 55, OS - Page 57, PCD - Page 59, RT - Page 61
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CUMBRIA COUNTY COUNCIL
JOB FAMILY ALLOCATION RECORD
Page 2 Job Working Circumstances
WORKING CONDITIONS
Emotional Physical Adverse People
Demands Demands Behavior
Sub Group Weather DUH
Post Group number Post Title
New Post Group 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 2 3 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 2
2 3 4 1 2 3 1 1 1 2 3 1 2 2 1 2 2
Diff. from main post 2 4 5 2 3 4 1 1 2 3 4 1 2 3 1 2 3
Page 64 3 4 5 1 2 3 4 5 1 3 4 4 1 3 4 4
Page 66 Page 70 2 4 5 5 2 4 5 5
Max WC Page 71 Page 73
Post Group number Post Title
New Post Group 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 2 3 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 2
2 3 4 1 2 3 1 1 1 2 3 1 2 2 1 2 2
Diff. from main post 2 4 5 2 3 4 1 1 2 3 4 1 2 3 1 2 3
Page 64 3 4 5 1 2 3 4 5 1 3 4 4 1 3 4 4
Page 66 Page 70 2 4 5 5 2 4 5 5
Max WC Page 71 Page 73
Post Group number Post Title
New Post Group 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 2 3 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 2
2 3 4 1 2 3 1 1 1 2 3 1 2 2 1 2 2
Diff. from main post 2 4 5 2 3 4 1 1 2 3 4 1 2 3 1 2 3
Page 64 3 4 5 1 2 3 4 5 1 3 4 4 1 3 4 4
Page 66 Page 70 2 4 5 5 2 4 5 5
Max WC Page 71 Page 73
Post Group number Post Title
New Post Group 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 2 3 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 2
2 3 4 1 2 3 1 1 1 2 3 1 2 2 1 2 2
Diff. from main post 2 4 5 2 3 4 1 1 2 3 4 1 2 3 1 2 3
Page 64 3 4 5 1 2 3 4 5 1 3 4 4 1 3 4 4
Page 66 Page 70 2 4 5 5 2 4 5 5
Max WC Page 71 Page 73
Post Group number Post Title
New Post Group 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1
1 2 3 1 1 2 1 1 1 1 2 1 1 1 2 1 1 1 2
2 3 4 1 2 3 1 1 1 2 3 1 2 2 1 2 2
Diff. from main post 2 4 5 2 3 4 1 1 2 3 4 1 2 3 1 2 3
Page 64 3 4 5 1 2 3 4 5 1 3 4 4 1 3 4 4
Page 66 Page 70 2 4 5 5 2 4 5 5
Max WC Page 71 Page 73
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