University of Minnesota
Office of Human Resources
http://www.umn.edu/ohr
612-625-2016

Financial Job Family Classification Study

The Compensation Unit in the Office of Human Resources is conducting a comprehensive classification and compensation study of the financial job family. The goal of this study is to create a new Civil Service financial job family classification structure because the current classification structure is very outdated. This study will be conducted during the next 18 months and new classifications will be implemented in December 2008.

For the purposes of completing this study, the Compensation Unit has aligned with the EFS Organizational Design Committees. The EFS Organizational Design Committees are creating the new finance clusters and developing (or redefining) positions for their colleges and units as part of the University's efforts to develop and deliver a new financial system. Once these positions are created, the Classification study will work with the EFS Org Design Committees to understand the new work.

The study will gather information on all finance positions in the Enterprise Financial System (EFS) cluster models, as well as Civil Service and some P&A financial jobs outside of the clusters.

AFSCME clerical positions were reviewed and updated in 2006, and major revisions to these classification specifications are not expected.

News and Updates

August 5, 2008

Fox Lawson and Associates, the consultant hired by the University to conduct the financial job classification study, has completed the development of the classification structure. They are now in the process of creating classification specifications.

Units are in the process of completing PDQ addendums (Word) for positions that may have changed since original PDQ’s were submitted in late January. These addendums are due to OHR by no later than September 30, 2008.

Once all of the outstanding PDQ’s and addendums have been obtained the process of mapping positions and employees to the new structure can be completed.

When the mapping is finalized OHR will review the results with HR and Finance Directors in each unit. Beginning mid November employees affected by the study will learn where they will “map” into the new organizational structure.

June 11, 2008

During the summer months, the Office of Human Resources is developing drafts of the new financial classification system based on the position description questionnaires (PDQs) that it received from finance employees across campus. When the new classification design is complete, finance employees will have classification descriptions that more accurately reflect the work they do, clearer options for their career paths, and a more systematic, equitable pay structure.

From now until September 30, some finance employees may be asked by their supervisor or HR team to complete an addendum to the PDQ (Word) that was submitted for their position. An addendum is simply an update that ensures the information in the PDQ is accurate. Employees will usually be asked to complete an addendum if information submitted on the PDQ has changed as a result of the EFS project.

April 15, 2008

Fox Lawson and Associates, the consultant designing improvements to the financial job family classifications, recently conducted about 30 interviews to clarify answers on completed PDQs. With the interviews concluded, Fox Lawson has the information it needs to continue its design work.

Over the coming few months, the Office of Human Resources will be accepting addenda to completed PDQs. Employees who will be asked to complete an addendum will be contacted by their supervisors or EFS org design team.

February 12, 2008

The extended timeline for the PDQ phase of the finance classification study has paid off. By January 31, the Office of Human Resources (OHR) had received nearly 400 completed PDQs—a very high response rate.

OHR has reviewed the PDQs and handed them over to a consulting firm, Fox Lawson and Associates. Over the next few months, the consultant will develop a new financial job classification structure based on the information in the PDQs.

March 10, 2008

All of the PDQs submitted to the Office of Human Resources are now in the hands of the consultant Fox Lawson and Associates. Fox Lawson is reviewing the information provided on the PDQ's. Individuals may be contacted to clarify information provided on the PDQ.  OHR will work with HR Director's in the units, to make these arrangements.

January 14, 2008

The extended timeframe for the PDQ phase of the financial job classification study is wrapping up. The University's Office of Human Resources (OHR) is now receiving the completed PDQs and handing them off to Fox Lawson and Associates, a consultant who will use the information in the PDQs to develop a new financial job classification structure.

December 10, 2007

The University's Office of Human Resources (OHR) has been monitoring each unit's progress on the financial job classification study. Based on this, OHR has extended the current phase of the project to allow units to spend more time completing position description questionnaires (PDQs).

Unit-by-unit progress completing PDQs has varied widely across the University. Consult with your HR director about your unit's progress and how this change to the project might affect you.

November 8, 2007

Over the coming weeks, many finance employees at the University will submit position description questionnaires (PDQs) for the finance classification study. Fox Lawson and Associates, a consulting firm hired by the University, will compile and review the PDQs. Using the information they contain, the consultant will propose a new classification and salary structure for finance jobs at the U.

Your HR director can explain the project and help you determine whether you should complete a PDQ.

October 9, 2007

Recently, employees whose positions have been identified for participation in the finance classification study were asked to complete a position description questionnaire (PDQ). Employees who were asked to participate are in a civil service or P&A classification and hold a job outside of the central finance cluster within their unit.

Most employees required to complete a PDQ were invited to a training on how to complete the questionnaire. If you were invited to the training but couldn't attend, or if you still have questions about the PDQ, please contact your HR director. A taped version of the PDQ training is available for you to view.

PDQs for positions that are within your unit's finance cluster will be completed by your unit's organizational design team.

Fox Lawson and Associates, a consulting firm hired by the University, will compile and review PDQs from across the University. Using this information, the consultant will propose a new classification and salary structure for finance jobs at the U.

September 25, 2007

Position Description Questionnaire (PDQ) training is being delivered to the EFS Organizational Design Committee members completing PDQs for positions within the newly formed finance clusters and to employees and their supervisors completing PDQs for Civil Service and P&A finance and accounting positions that fall outside the units finance cluster.

PDQ training for the Twin Cities campuses was held on the St. Paul and West Bank campuses, August 14 and 24 and on the East Bank, September 14 and 18.

PDQ training is scheduled for the coordinate campuses as follows:

  • Morris - Thursday, September 27
  • Crookston - Wednesday, October 3
  • Duluth - Tuesday, October 9

A presentation of the PDQ training is available for those who were not able to make the training.

July 31, 2007

Identification of specific positions that will be included in the Financial Job Family Classification Study is almost complete. The EFS Organizational Design Committees will complete Position Description Questionnaires (PDQs) for employees within the newly formed clusters. Employees and their supervisors will complete PDQs for Civil Service and P&A positions that fall outside the cluster model, but have primary responsibilities in finance and accounting.

PDQ training will be held on August 14, 23 and September 13, 18. Employees and their supervisors in identified positions and members of the EFS Organizational Design Committees will be personally invited to PDQ training. Training sessions for Duluth, Morris, and Crookston will be held separately.

June 19, 2007

The Financial Classification Project Team is currently working with HR Directors across all colleges and units to identify specific positions that will be included in the study. This information will be used to help determine who needs to be trained on how to fill out a Position Description Questionnaire (PDQ).

May 10, 2007

The project team has been presenting information about the project and gathering questions at events across the University community, including EFS Organizational Design Kick-Off meetings, the HR Administrator and HR Pros meetings, and FSUN Board and Membership meetings. If you have a question you?d like to make sure the team answers, please e-mail it to: finstudy@umn.edu.

Project Contacts

If you have a question about the project or process, please submit it to finstudy@umn.edu.

For other issues, please contact:
Lori Bonine, Compensation Analyst, 612-624-5714, or
Mary Luther, Director, Compensation, 612-624-8202.