HomeMy WebLinkAboutEmpey 91-03-14 90C539
CAAT (s)
L.ql
IN THE MATTER OF A CLASSIFICATION ARBITRATION
BETWEEN:
OPSEU
(hereinafter called the "Union")
- and -
ALGONQUIN COLLEGE
(hereinafter called the
"College")
AND IN THE MATTER OF THE GRIEVANCE OF
Eleanore Empey
Board of Arbitration:
B.A.Kirkwood, Arbitrator
Appearances for the Union:
B.Allan
E.Empey
E.Godin
Appearances for the Employer:
J.Ross
G.Yetts
K.Thomas
The arbitration of this matter was heard in Ottawa on February
12, 1991.
Page 2
AWARD
The grievor works in the continuing Education, Women's
Program at the Colonel Bye Campus. She had been employed
with the College since 1976. She was first a Typist-
Stenographer 3 in Continuing Education, Applied Arts Academic
Upgrading Department and then in 1980, she became a Clerk
General 3. In May 1984, the grievor was transferred within
the department and reported to the Women's Programs. In
June 1986, the position was reviewed and upgraded to Atypical
Clerk Payband %6, the position which she now grieves.
The grievor claims that she was improperly classified as
a Clerk General Atypical (Payband 6) . She seeks
reclassification to the position of Atypical Clerk (Payband
7) from October 23, 1989.
The parties agreed that I had jursdiction to hear and
resolve the issues. They also agreed that the effective date
for the purpose of this grievance was October 23, 1989.
I received evidence from the grievor, Eleanore Empey and
Kathleen Thomas, one of the co-ordinators for whom the
grievor worked. There was no material difference in the
facts presented by each party.
The Union agreed that the Position Description Form
(PDF) accurately described the grievor's position with the
exception of the description of "Guidance Received".
The points conferred by both parties to the elements of
the position were as follows:
Elements Management Union
Rating Points Rating Points
Page 3
Job Difficulty C4 144 C4 144
Guidance Received C2 84 D2 108
Communications C3 84 C3 84
Knowledge/Training/ D3 76 D4 90
Experience
Knowledge/Skill 3 34 3 34
Working Conditions/ A5 3 A5 3
Manual
Working Conditions/ B5 13 B5 13
Visual
Environmental A5 3 A5 3
Total Points 441 479
Payband Number 6 7
The parties disagreed with the interpretation of the
elements required for the job in the areas of Guidance
Received, and Training/Experience and its application to the
core point rating. Therefore, the elements and points in
issue were:
Elements Management Union
Rating Points Rating Points
Guidance Received C2 84 D2 108
Knowledge/Training/ D3 76 D4 90
Experience
GUIDANCE RECEIVED
The Union submitted that due to the grievor's decision-
making capabilities, Category D is applicable. This Category
states:
Page 4
Work is performed in accordance with procedures and past
practices which may be adapted and modified to meet
particular situations, and/or problems. Supervisor is
available to assist in resolving problems.
The College submitted that Category C is applicable, on
the basis that the PDF is an accurate description of the
position and illustrates that the grie~or receives direction
through guidelines, and policies that have been established.
The College submits that the grievor's role is not to modify
and amend the policies and procedures, but to relay
information that has been provided to her. Therefore, the
College submits that Category C is applicable, as follows:
Work is performed in accordance with general procedures
and past practices, Unfamiliar situations are reviewed
with supervisor.
Both parties agree that the Nature of Review is properly
described as:
Work assignments are regularly reviewed by supervisor
for completeness and accuracy.
The PDF correctly summarizes the grievor's position, in
that she "Performs general administrative and clerical tasks
necessary for the efficient functioning of all the Women's
Program activities which include 4 Continuing Education terms
per year, special events, information, referral and
recruitment roles. Ensures proper student registration and
accounting procedures and activities, provides information
and referral within and beyond the College. Provides sole-
support staff functions to a job-sharing team and works alone
in the office for approximately 25% of the time. A new
responsibility (as of May, 1989) is the booking of evening
and weekend space at Heron Park campus for the College
community."
Page 5
At the time of the grievance, the grievor reported to
two co-ordinators, each of whom worked on a part-time basis
and shared the same office as the grievor.
The co-ordinators are responsible for the administrative
and academic operation of the Women's Program which operates
over 4 terms during the year. As the co-ordinators share the
one position, each on a part-time basis, the co-ordinators do
not work in the office at the same time. However, when each
is working, the co-ordinator and the grievor work in the same
office. Much of the grievor's work is to prepare information
that the co-ordinator requires.
In order that each co-ordinator will know what the
grievor has to do and what has been done, most instructions
are given to the grievor by the co-ordinators by memorandum.
Tke memorandum sets out the tasks to be done, which are
checked off by the grievor as the tasks are completed. The
memorandum is then returned to the co-ordinator. The co-
ordinators may give oral instructions, which may include
instructions by telephone from time to time. The co-
ordinators determine for the most part what the grievor has
to do during the day.
The grievor's functions fall under the broad categories
of registration, accounting, general, administrative and
clerical referral work supporting the Women's Program and
referral work, although many functions cross theses
artificial boundary lines.
The grievor performs assigned tasks required for
registration of students and the maintenance of the course
system by relying predominantly on pre-existing systems, from
maintaining a mailing list of the students, to ensuring the
course leaders are paid for their services.
Page 6
The process whereby a course is initiated, filled and
graded, and for which the course leader is paid, has been
established and the grievor follows the procedures already
established. The course is initiated when the co-ordinator
assigns the course leader, and provides the grievor
information on the course. The grievor's duty is then to
input the information into the computer and to maintain a
list of registrants for the course. To register the student,
the grievor has to take information from each student,
verifying the student's identification number, if there is
one, obtain payment for the course or authorization for
payment through an established credit card, enrol the student
or place the student on a waiting list. When the minimum
registration is reached, the course enrollment sheet is
returned to the co-ordinator to be initialed, after which it
is directed to the Director of Adult Basic Education, and the
purchasing department. When the co-ordinator has approved
the course for operation, the course leader is notified by
the grievor.
Once the co-ordinator has determined the course, at the
co-ordinator's direction the grievor makes the lab and room
bookings.
The grievor is also responsible for sending course
leader material to the printer and returning the same to the
course leader upon its completion', together with the class
list, the evaluation form, a security memorandum, and any
other information that the co-ordinator directs.
At the conclusion of the course, the grievor ensures
that the course leader returns the grades to the office, for
signature by the grievor, and the co-ordinator. The grievor
is then responsible for forwarding the grades to the
Continuing Education Office for the preparation of the
transcripts.
Page 7
The grievor must also draws upon policies that are
established by the Continuing Education Office for the
procedure relating to subsidies.
Part of the grievor's administrative duties requires the
grievor to maintain a series of binders which have been
established to retrieve information collated by the
department or which have been inputted into the computer.
Although the grievor may have established some of the series
of binders to make information easily accessible, the co-
ordinator has established the contents of key binders. For
example, the co-ordinator has determined that the close-out
binder contain the forms for each course, the statistical
sheet, the class list, the grade reporting form, the
subsidies, copies of flyers used to advertise the course.
The accounting duties that the grievor must do are also
based upon pre-established procedures, The grievor is
required to take the Reconciliation Report from the computer
and balance it against the payments received, whether by
cash, cheque, or credit card. Copies of the credit card slips
and deposits are. sent to accounting and information on
payments is provided to the Administration, Buildings and
Grounds Office. The grievor retains copies of the
information provided.
For computer related tasks, which are part of the
existing systems, the grievor relies upon manuals to assist
her. When there are any problems which she cannot resolve
with the computer, she turns to a computer specialist for
assistance.
The grievor has modified and established forms to be
used on the computer to make the operation of the department
Page 8
more efficient. The forms were then reviewed and approved by
the co-ordinator.
The grievor is involved in referrals of students and the
public to resources related to the Women's Program, within
the College, and to those offered by other institutions. As
part of those functions, the grievor is responsible for
maintaining informative pamphlets in the office. Although
the grievor may make suggestions as to which pamphlets are to
be offered, the co-ordinator advises the grievor as to what
pamphlets must be ordered and has the responsibility for the
selection.
The grievor is responsible for 'ordering office supplies
when necessary. She receives no direction from the co-
ordinators in this case.
In consideration of the grievor's relationship with the
co-ordinator's and the types of instructions that she
receives and the documents and the systems that she relies
upon I find that the PDF correctly sets out the "Kinds of
Instructions" that she receives, the "Document~ed Procedures
Available", and the "Regularity of Check and Review of
Work". However, the description of the "Typical Problems
Usually Referred to a Supervisor" are broader than those
usually encountered by the grievor. The only area for which
the grievor is responsible, which was set out in the PDF to
be referred to the supervisor was to obtain information for
women within and beyond the College. A situation which also
occurs occasionally, which is an extension of the nature of
this duty, is that sometimes the grievor has to deal with
men, who are interested in the areas of study covered by the
Women's Program, but who are not entitled to be enrolled in
the course, because of their gender. The grievor refers the
men to other courses to satisfy their interest.
Page 9
When considering the evidence and the PDF, I find that
the grievor's work is performed in accordance with general
procedures and practices. The staff was given hands-on
training. It is the standardization of the systems which
enables co-ordinators working at different times to be fully
aware of the operation of the department, without confusion.
Although the Union submitted that the recommendation of the
co-ordinators dated March 26, 1985 indicated that the grievor
had decision making powers, the evidence indicated that the
grievor relied on pre-existing systems, the instructions of
the co-ordinator and and required the co-ordinator's approval
if changes were to occur.
Due to the length of time that the grievor has been
working in this position and her own skill and ability, the
grievor does not come across many unfamiliar situations.
However, it is the position and not the grievor's particular
skills and abilities that are the determining factors in the
classification of her position. With respect to the position
itself, because of the relationship of the co-ordinator's
position to this position, the co-ordinator has the
responsibility for the grievor's job and the grievor comes to
and obtains the co-ordinator's approval for most of which she
does. The grievor did modify some of the forms for the
computer; however, this was a reflection of her own skills,
ability, and motivation to perform a job well. However, it
was not a requirement for the position. In the event that
there are to be changes to the system system, such as the
establishment of new computer forms, the co-ordinator reviews
and approves the changes and does not merely assist the
grievor.
Therefore, I find that category C describes the
grievor's position as follows:
Page 10
Work is performed in accordance with general procedures
and past practices, Unfamiliar situations are reviewed
with supervisor.
As there is no dispute that level 2 is the appropriate
level for the Nature of Review, the effect of the C2 rating
to the core point system is to allocate 84 points to the
grievor in this category.
KNOWLEDGE(TRAINING/EXPERIENCE)
Both parties agreed that the minimum level of experience
required for the position is up to five years of experience.
The parties disagreed as to the minimum level of
training required to do the job.
The Union submitted that work processing and micro-
computer training is not provided at the secondary school
level, and that specific computer skills for Word Perfect,
the Student Information systems and for accounting and other
functions of the department are not provided at the secondary
level. Therefore the Union submits that level 4 is the
appropriate category to describe the minimum training
required to perform the job, which category states as
follows:
Required skills normally acquired through attainment of
secondary school graduation and completion of additional
job related training courses or equivalent.
The College submitted that the secondary school system
teaches the use of calculators, electric typewriters, word
processors, printers, appropriate software and accounting and
mathematics course provide the basis for the grievor to
perform the job. Therefore, the College submits that the
minimum training required is level 3 which is described as:
. Page 11
Required skills normally acquired through attainment of
secondary school graduation or education.
The most significant change in the position has come
with the introduction of computerized programs. In 1987 the
SIS, the Student Information System was implemented. This is
a mainframe program used throughout the college for data
entry. The grievor is required to both input ~data and to
draw upon data as required. She learned this information by
courses provided to the staff by the College.
The College also uses CUFS, the College and University
Financial System, which is a specialized computer program for
retaining financial information. The grievor does not input
information into this system, but may be called upon to
access information stored in its data base. Although the
skills required to operate the system are similar to SIS, the
grievor, as other staff members, was given training to
operate the system.
Although the evidence illustrated that computer courses,
accounting courses and data base courses are available at the
secondary level, I do not find that the evidence indicated
that the courses would provide sufficient training to perform
the job. Even though the parties agreed that up to five
years training on the job was the minimum experience
required, on the job training would not provide the grievor
with the knowledge required to operate the systems that have
been established specifically for the College. Even given
the basic skills that are provided at the secondary level,
additional training is required to adapt to the College's
specialized system.
Therefore I find that the Level 4 should be allocated to
the grievor's position. As the parties agreed that the level
of experience required was level D, D4 rating is to be
Page 12
applicable and accordingly 90 points is accorded to the
grievor in the Knowledge Category.
The affect of the change in this category is to move the
total point rating of the grievor to 455, which places the
grievor in Payband 7. Therefore, due to the affect of the
change in the grievor's Payband, the grievor was improperly
classified. The reclassification of the grievor is to be
retroactive to October 23, 189.
I shall remain seized of jurisdiction in the event the
parties are not able to resolve the compensation payable to
the grievor
Dated at Toronto, this ~h~'day of March, 1991.
B. A. Kirkwood, Sole Arbitrator
,C0~-~GE ~gonqut~ I#CUHBENT Elenor Empe¥ "~-"
PRESENT CLASSIFICATION AtYvical CXerk . :. ~: ....~.:. ,........
'qD PAYBAND t6 SUPERVISOR K.~homas : . ,:
~OB F~ZLY ~D PAYED ~QUESTED BY GRIEVOR AtyPical Clerk, Payband $7
~OSITION DESCRIPTION FORM:
Position Description ~orn Attached
~-~ Parties agree on contents of attached Position Description Form
[x~ Union disagrees vith contents of attached Position Description Form
SPECIFIC D~AI~ OF THIS DISAGREEMENT ~ AS FOL~WS:
Guidance is left too broad and doesn't reflect her
khey are reviewed.
(USE REVERSE SIDE IF NECESS~Y) .
AWeD
Management Un,on Arbitrator
E~MENTS Rating ~s. Rating ~s. Rating Pts.
~IFFI~LTY c-4 144 c-4 144
GUID~CE RECEIVED c-2 84 D-2
CONNIPTIONS C-3 84 C-
~OW~E T~INING/EXPERIENCE . ~- 3 ~0 D-4 90 ; -
3 34 3 34
SKI~
A-5 3 · A-5 3 ' .
WO~ING ~AL
~ND~T~ONS VISUAL B-5 13
E~1 RO~ENTAL A- 5 3 A- 5 3 ~ -' ......
~AL ~INTS 455 455
PAYED ~BER - %7 ~7
~ The Union
~ The College (Optional)
~. .
IGNA~S: '
-' .....
~ ~. ~.,. ~ ~.:'~ ·
.e~)~ ~ (~te) (Date)
(Date)
~BIT~R~S USE: Feb,12, 1991 *',' .~"-~ .'-' '-' "
Hearing Date
Awar~ Date