HomeMy WebLinkAboutMacDonald 16-10-31IN THE MATTER OF AN EXPEDITED CLASSIFICATION ARBITRATION
BETWEEN:
ONTARIO PUBLIC SERVICE EMPLOYEES UNION, Local 109
(FOR SUPPORT STAFF)
(hereinafter called the "Union")
-and-
COLLEGE EMPLOYER COUNCIL
(FOR COLLEGES OF APPLIED ARTS and TECHNOLOGY)
In the form of FANSHAWE COLLEGE
(hereinafter called the "College")
-and-
GRIEVANCE of KAREN MACDONALD
OPSEU File No. 2014-0109-0002
(hereinafter the "Grievor or the Incumbent")
ARBITRATOR:
REPRESENTING THE COLLEGE:
REPRESENTING THE UNION:
Richard H. McLaren, C.Arb.
Julie McQuire, Employee Relations
Consultant
Jeff MacNab, Assoc. Registrar
Customer Services
Julia Boffa, Human Resources
Consultant
Ron Kelly — Classification Steward
Local 109
Karen MacDonald — Grievor
A HEARING IN RELATION TO THIS MATTER WAS HELD AT LONDON,
ONTARIO ON 25 October 2016
A W A R it
Karen MacDonald (the "Grievor") is employed by the College as a Customer
Service Representative -Information and Customer Services, Office of the
Registrar. The College and the Union did not agree on the Position Description
Form ("PDF"). The PDF was revised over several meetings and as agreed to by
the parties, it was submitted to the internal Job Evaluation Committee ("JE") for
rating. The results were communicated to the Grievor by Point Rating Letter on 27
November 2014. The JE revised the rating of three (3) factors. There is a
continuing disagreement on the point scoring for the position which resulted in this
arbitration. The Hearing was initially scheduled to be heard in December of 2015.
However, due to illness it had to be rescheduled and the Hearing did not take place
until 25 October 2016. There are six (6) factors under the Job Evaluation Manual
(the "Manual") in dispute.
The College evaluated the position and rated it at 343 points, placing the position
within Payband E. The Grievor and the Union submit that the position ought to be
evaluated at 462 points placing it in the higher rated Payband G. The Grievor
seeks to have her position evaluated at the higher Payband. Should there be any
change in the Payband as a result of this decision it will be retroactive to 4 April
2014.
The Position and Duties
The Incumbent works in the Office of the Registrar which is the main gateway to
the College. She works within that office in the area of Information and Customer
Service which is one of 7 internal areas. The area within which the Grievor works
is responsible for providing information and customer service for all
programs/courses offered by the College to all of its customers.
The duties of the position involve monitoring as the first point of contact all e-mail
traffic to customer inboxes and creating e-mail responses and answers to queries.
The Incumbent must also respond to AskFanshawe inquiries where there is an
automated response. The appropriateness of the response and its contents is
continually monitored by the Incumbent and revised and updated. The other key
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duties of the position involve setting up to create and provide student cards and ID
badges. The Incumbent is the primary contact for School Offices or departments
seeking to confirm student registration status for student card purposes. The
position is under the guidance of a work Team Coordinator and the Associate
Registrar, Information and Customer Services.
Factors in Dispute
Each of the six factors in dispute is dealt with below under separate headings.
4. Plan ning/Co-ordinating: Ratings: College Level 2 / Union Level 3
This factor measures the planning and/or coordinating requirements of the
position. This refers to the organizational and/or project management skills
required to bring together and integrate activities and resources needed to
complete tasks or organize events. There may be a need to perform tasks with
overlapping deadlines (multi -tasking) to achieve the decided results.
(i) The Union
In the student card area of responsibilities of the position the majority of the work
for the Incumbent is planning and coordinating. Each year there are three card
events, two Start of Term activities and HeadStart. The Planning and Co-
ordinating involves sending out requests to the Student Union; I.T. helpdesk staff
in order to plan the event, staff the event and ensure that all necessary equipment is
available and supplied in accordance with a plan made as to the layout of the
location. The requests involve determining what other areas of the College, aside
from the Office of the Registrar, will require in terms of staffing layout and
services to be provided. Plans also must be made for Office of the Registrar staff
to man the equipment and generate the student cards. At the event the Incumbent
is required to trouble shoot for all the individuals present and working on the
College systems and forms. In planning these various events an inventory of
supplies on hand and use of Admission Reports is undertaken and appropriate
permissions and supplies are obtained several months in advance of the event. The
Union submits that all of the activities of this aspect of the position bring it within
the description of Level 3 as information and material activity that enable
"completion of tasks and events, which affect the work schedule of other
employees".
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(ii) The College
The College submits that the work activity comes within the requirements of Level
2 as being "focused on completion of assigned activities with established deadlines
or procedures..." The staff that man the events are assigned by the Work Team
Coordinator or the Associate Registrar. The Incumbent is not determining the
employees who will assist in the project or affect their work schedules. Therefore
a Level 3 rating is not supported by the PDF or the expectations as set by the
College.
(iii) Findings
I find that the Grievor identifies who is available to staff the events and that
person's availability is confirmed through the Work Team Coordinators.
However, at the events themselves the scheduling of when people work, who is
assigned to do certain parts of the work, who stays over lunch hours; works late or
on the weekends is determined by the Incumbent. She must work with the Work
Team Coordinators but does not work under them but in collaboration with them.
The Incumbent decides the order individuals' work and adapts the process to the
staff available in organizing work assignments. In so doing the work schedule of
others are affected. For all of the foregoing reasons, I find that the Union has
proven that the appropriate Level is 3. I direct and order that the Point Level for
this factor be set at Level 3.
5. Guiding/Advising Others: Ratings: Occasional In Dispute
This factor refers to any assigned responsibility to guide or advise others (e.g.
other employees, students, clients) in the area of the position's expertise. This is
over and above communicating with others in that the position's actions directly
help others in the performance of their work or skill development.
(i) The Union
It is submitted that the position is an Occasional 3 because the Incumbent is
required to train both new and current backup staff on all aspects of responding
using both Outlook and AskFanshaswe. Staff are helped with the wording of e-
mail responses, specific answers; where to find information on website or within
other departments. When it comes to the card and other events the Incumbent does
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the training on all aspects of card related processes. Finally, during Start of Term
activities the Incumbent needs to determine that everything is functioning and staff
are working as required. This involves instructing individuals, giving directions
and allocating staff that are helping. It is submitted all of the foregoing requires an
Occasional rating of 3.
(ii) The College
It is submitted that the Note to Raters for this factor describes the position being
rated requires a particular area of expertise which is used to assist others in
completing their tasks, with accounting being the example. The Incumbent is the
go -to person with cards but the definition of advice applying to Level 3 is not met
because she cannot provide knowledgeable direction regarding a course of action.
Therefore, Occasional Level 3 is not established.
(iii) Findings
It is correct that the Incumbent does not have a specialized area of expertise like
accounting as is used in the Note to Raters. However, the Incumbent has worked
with the card system since 1999 when the College approved a photo identification
system for creating student cards. She has also worked with the automated
response system known as "AskFanshawe" since its inception and launched in
February of 2003. Thus, there is a specialized area of expertise acquired by
experience and work with the various systems for many years. Therefore, I find
that the Union has established that the Incumbent can and does provide
knowledgeable direction regarding the work and course of action of others. For all
of the foregoing reasons I find that the Union has established that the point rating
ought to be at an Occasional Level 3 and it is ordered that the rating be changed.
6. Independence of Action: Ratings: College Level 2 / Union Level 3
This factor measures the level of independence or autonomy in the position.
(i) Union
It was submitted that specific work is assigned, like the parking office needs a
specific card or a part-time student needs a card. How to deal with these requests
or otherwise to organize the daily work the Incumbent determines what is to be
done and sets the priorities.
E
(ii) College
It was submitted that for the vast majority of the work the Incumbent works within
specific guidelines and established procedures at Level 2. The carding processes
are uniform. There are some anomalies but not sufficient to state that the work is
at Level 3.
(iii) Findings
I find that the work falls within the definition of Guideline in this factor. The
difference between the two . levels is whether the procedures and guidelines are
established (Level 2) or general (Level 3). The Incumbent completes duties in
accordance with established processes and guidelines rather than general
procedures and within established policies or principles determined by the
customers in the carding aspects of the position. The e-mail aspects of the job are
also at Level 2 despite the fact that some e-mails have to have a crafted response.
Based on the foregoing I find that the Union has not justified the Level 3 rating for
this factor. No adjustment in the rating is ordered.
7. Service Delivery: Ratings: College Level 2 / Union Level 3
This factor looks at the service relationship that is an assigned requirement of the
position. It considers the required manner in which the position delivers service to
customers and not the incumbent's interpersonal relationship with those
customers.
All positions have a number of customers, who may be primarily internal or
external. The level of service looks at more than the normal anticipation of what
customers want and supplying it efficiently. It considers how the request for
service is received, for example directly from the customer; through the Supervisor
or workgroup or project leader; or by applying guidelines and processes. It then
looks at the degree to which the position is required to design and fulfil the service
requirement.
(i) Union
It is submitted by the Union that the services provided are "tailored" to the
questioner in e-mail responses. While there is no verbal communication as
n
contemplated by the Factor Notes to Raters there is a need to read between the
lines and try to answer the query with what the inquirer is looking for. There is
also the need to anticipate what is likely to come of the delivered answer and
include that in the response. In terms of card events the service requires varying
the cards to add logos such as one for the paramedics or nursing wants signature of
manager on the card.
(ii) College
The College submits that what the Incumbent is doing is not developing an
understanding of the customer's situation but rather selecting the best method or
answer to an e-mail. Such activity is a better fit with Level 2 where the options
available need to be known but the answers or options do not present much
opportunity to change the options.
(iii) Findings
The difference between the provision of services at Level 2 from that at Level 3 is
the degree of customization that goes into the delivery of services. While the e-
mail queries come in many different formats and require interpretive and
understanding from experience the responses are in most instances identifying
information or policies or other College information. There is very limited
customization that goes on. There is some work of that nature in the monitoring
the auto response system of AskFanshawe but I find that it is insufficient to say
that the majority of the services provided are at Level 3. Therefore, I find that the
Union has not established that this factor has been incorrectly determined by the
JE. For all of the foregoing reasons no alteration of the point's level is justified
and this factor ought to remain as determined by the JE.
8. Communication: Ratings: College Level 2 + Occasional 3 / Union Level 3
This factor measures the communication skills required by the position, both
verbal and written and includes:
- communication to provide advice, guidance, information or training
- interaction to manage necessary transactions
- interpersonal skills to obtain and maintain commitment and influence the
actions of others
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(i) Union
It is submitted that it is a daily occurrence for the Incumbent to provide counter
staff advice on a particular issue that a student might have. In order to determine
what the problem is it requires checking policies, procedures, administrative and
other College information. The other aspect of communication is training the staff
at events, particularly work study students. They must be sensitive to the fact the
customer is the student, not a parent or friend. The software and what it does and
how to understand the steps is an important part of the communications work.
Therefore, it is submitted that the training and other work involves both
communication, technical information and providing explanations so the
individuals understand their work responsibilities.
(ii) College
The College concedes that there is some work of the position that is at Level 3 and
that is why the rating of an Occasional Level 3 is assessed. The customer does not
need technical information or explanations to secure an understanding. The
student just wants their card fixed or at an event their card issued. Therefore, the
communications are correctly assessed at Level 2 with an Occasional 3.
(iii) Findings
The Union has not established that the communication is at a Level 3. I agree with
the submissions of the College and find that the position is correctly rated at Level
2 with an Occasional Level 3 when it comes to training, particularly with work
study students. For all of the foregoing reasons I find that there should be no
adjustment to the rating carried out by the JE.
10. AudioNisual Effort: Ratings: College Level 1 [A] / Union Level 1 [B1
This factor measures the requirement for audio or visual effort. The factor
measures the following two aspects:
a) the degree of attention or focus required, in particular for:
- periods of short, repetitious tasks requiring audio/visual focus
- periods where task priorities and deadlines change and additional focus
and effort is required to achieve the modified deadline
b) activities over which the position has little or no control that make focus
difficult. This includes the requirement to switch attention between types of
8
tasks and sensory input (eg. Multi -tasking where each task requires
concentration).
(i) Union
The disruptions are an integral part of the responsibility of the position and occur
by counter staff interrupting the Incumbent and staff at events setting up
conflicting demands and requests. The Incumbent has her own role to play in
answering e-mails using AskFanshawe and organizing events. In the course of
doing that work she is interrupted on a regular basis and therefore does not have a
maintained focus.
(ii) College
It is submitted that the position does not fit the requirements of item 5 in the Notes
to Raters for this factor in the Manual. It is submitted that the role is responding to
e-mail and card enquiries at the front desk and so cannot say that "disruptions" are
not an integral or primary responsibility of the position. Therefore, the rating is
properly rated at "Maintain Focus".
(iii) Findings
I find that the College is over emphasizing the role of the Incumbent as merely one
of responding to counter staff answering e-mail. That is an aspect of the job.
However, because the Incumbent performs planning and coordinating functions in
organizing the events and then actually overseeing the implementation of the
events that work of its very nature is interrupted by staff operating equipment
having issues and particular customers having issues. In the meantime when not
dealing with those aspects of the position she is to carry out the e-mail reply roles
even at events. I find, therefore, that the focus is interrupted and the Union has
proven that to be the case. For all of the foregoing reasons I find that the focus is
interrupted and the rating is ordered to be so altered.
E
CONCLUSION
Following a thorough review and subject to the foregoing reasons, I find that the
Union has proven that the position ought to have a rating adjustment to 385 points.
The change in the total points does not change the placement of the position in the
Paybands. The position is confirmed as being correctly determined by the College
to be in Payband E on the Schedule in the Manual.
DATED at London, Ontario this 31" day of October, 2016.
Richard H. M Laren, C.A b.
Arbitrator
10
APPENDIX C:
Arbitration .Data Sheet_ Support_Stal
College:
Current Payband:
L-
Incumbent:��N�.p�fo�Gupervisor:!�/GS
//�"S�5"oc, G G
Payband Requested by Grievor:
1. Ccncerning the attached Position Description Form:
The parties agreed on the contents ❑ The Union disagres with the contents and the specific details are attached.
2. The attached Written Submission is from: o The Union dl/he College
Factory
Mariagement Union Arbitrator
Regular/
Occasional Regular/
Occasional Regular /
Occasional
3
Recurring
Recurring
Recurring
4. Planning/
Coordinating
Level
Points
Level Points Level Points
Level Points Level Points
Level Points
1A Education
3
357
50,5'
3 5'
5. Guiding/Advising
Others
1B. Education
3
3
2. Experience
?,
5 q
��f
3
6. Independence of
Action
3. Analysis and Problem
Solving
3
2
/
(7
3
9
4. Planning/
Coordinating
/
-%"
5. Guiding/Advising
Others
3
3
--9'
1-7
3 3
6. Independence of
Action
_ /�
/�-
7. Service Delivery
Z
3
8. Communication3
3
7�
`�
9. Physical Effort
10. Audio/Visual Effort
/ q
5
3 6
S
a0
a 6
7 0
-3
11. Working Environment
/
Z /
7`�
61
Subtotals
(a)
(b) 3 �j
(a) J fa
(b) .2
(a) 3L-1
Cl](b)
j L,
Total Points (a) + (b)
3 7
IQ
5
Resulting Payband
l
G
aturef
L �-Za'
Griego � ;� Date � Collegg,Representa$Iv Date
Union sent iv//—I/Ie
as/OGT
Arbitrator ID e of Hea-ri'ndl Date of Awaril
61 Quick Arbitration Manual For Stewards
March 2013