HR/HC Organizational Linkage Overview (RACI)
Purpose / The HC/HR Organizational Linkage (RACI)is a planning and project management tool based on the RACI framework that describes and clarifies roles and responsibilities for various roles in completing tasks or deliverables. Team Leaders implementing new work can use this as a planning tool to ensure clear and strong communication.Intended User(s) / HR/HC Leads and Teams
Key Related Tools /
- HR/HC Annual Planning Calendar
- HR/HC Strategic Planning Tool
- Process Redesign Tool
Overview
The RACI framework helps answer the following questions:
- WHO is leading the work? WHO is accountable?
- WHO needs to be directly involved in the work and make decisions?
Responsibility Assignment Matrix Overview
R = RESPONSIBLE: The person who is ultimately responsible for delivering the project and/or task successfully.
A=ACOUNTABLE: The person who has ultimate approval authority; they review and assure quality and are the person to whom “R” is accountable.
C=CONSULTED: Those who provide valuable input and perspectives. Their buy-in is important for successful implementation.
I-INFORMED: Those who provide input and must be informed of results or actions taken but are not involved in final decision-making.
Note: A commonly used expanded version of this framework RASCI will include:
S=SUPPORTING:The team or person(s) that support the work – providing information, analysis and other resources.
Step 1.Identify all key functions, tasks, and deliverables for the selected project, process, or initiative
These tasks and deliverables can be organized by key category/area or aligned with a project plan and sequence.
Step 2.Identify all key positions and stakeholders who are involved in the project or initiative.
Step 3. For each cell in the matrix, determine for each stakeholder his or her level of responsibility with regard to that particular activity or task.
Lets review a simplified example using the Teacher onboarding process.
Step 1: Identify all key functions, tasks, and deliverables for the selected project, process, or initiative.
- Hiring Manager makes contingent offer to candidate
- Principal recommends a candidate to be hired into the school’s vacant teaching position
- HR initiates onboarding process by forwarding links to online hiring forms
- Candidate enters in information
- Candidate gets fingerprinted
- HR reviews information for completeness
- Salary is determined based on prior experience and qualifications
- Candidate attends group new hire orientation
- Candidate enrolls in benefits
- Employee record created in the HR Management System
Step 2: Identify all key positions and stakeholders who are involved in the project or initiative.
- Hiring Manager: Principal
- Principal Supervisor
- Teacher PD and Induction Director
- HR Staff:
- HR Partner
- HR Coordinator
- HR Recruiter
- Benefits Manager
- Employee Records Representative
Step 3: For each cell in the matrix, determine for each stakeholder his or her level of responsibility with regard to that particular activity or task.
R = RESPONSIBLE: The person who is ultimately responsible for delivering the project and/or task successfully.
A=ACOUNTABLE: The person who has ultimate approval authority; they review and assure quality and are the person to whom “R” is accountable.
C=CONSULTED: Those who provide valuable input and perspectives. Their buy-in is important for successful implementation.
I-INFORMED: Those who provide input and must be informed of results or actions taken but are not involved in final decision-making.
- Principal makes contingent offer to candidate
Responsible: Hiring Manager is responsible for the interview and selection process and will communicate directly with the recommended finalists to provide a contingent offer
Accountable: Principal Supervisor who holds Principals accountable for student learning and the Principal’s efficacy as a HC Manager
Consulted: Hiring committee to confirm the finalist and with the finalist for acceptance
Informed: HR Partneris informed who will anticipate a hiring recommendation via the HR System
- Principal recommends a candidate to be hired into the school’s vacant teaching position
Responsible: After receiving a verbal acceptance from the candidate, the hiring manager will process the transaction through the HR System
Accountable: Principal Supervisor who holds Principals accountable for student learning and the Principal’s efficacy as a HC Manager
Consulted:
Informed:HR Partner and HR Coordinator to initiate the hiring process; HR Director of Staffing to track all vacancy and hiring activity
- HR initiates onboarding process by forwarding links to online hiring forms
Responsible:HR Partner will reach out directly to the recommended candidate to initiate the hiring process
Accountable:HR Director of Staffing
Consulted:
Informed:HR Coordinator and HR Benefits Rep to identify and plan for imminent hiring support
- Candidate enters in information
Responsible: Candidate will complete hiring forms
Accountable: HR Partner who reviews and approves new hire processing
Consulted: Candidates can contact HR Coordinators for support and clarification
Informed: HR Coordinators to prepare for hiring review and approval
- Candidate gets fingerprinted
Responsible: Candidate will complete the fingerprint process
Accountable: HR Partner who reviews and approves new hire processing
Consulted: Candidates can contact HR Coordinators for support and clarification
Informed: HR Coordinators to prepare for hiring review and approval
- HR reviews information for completeness
Responsible: HR Coordinators will review documentation
Accountable: HR Partner
Consulted:HR Coordinators will contact candidates for clarification;HR will check certification and background databases/sources
Informed: HR Benefits Rep to plan for orientation and benefits enrollment
- Salary is determined based on prior experience and qualifications
Responsible: HR Partners will review prior experience and qualifications to determine compensation
Accountable: Director of Staffing
Consulted:HR Compensation Director for complex situations
Informed:HR Coordinators to update new employee information
- Candidate attends group new hire orientation
Responsible:HR Coordinators invite candidates and manages guest list
Accountable: HR Partner
Consulted:Candidate can interact with key HR stakeholders (coordinators, compensation, benefits, mentoring/induction rep, payroll) to complete the hiring process
Informed: HR Benefits to initiate enrollment process
- Candidate enrolls in benefits
Responsible: Candidate enrolls in a benefits plan
Accountable: HR Benefits representative
Consulted:Candidate can contact plan representatives or HR Benefits team to clarify any questions on plans and coverage
Informed: Service providers
- Employee record created in the HR Management System
Responsible: HR Coordinators create a new employee record in the HR System
Accountable: HR Partners
Consulted:
Informed:Teacher PD and Induction Director to initiate the new teacher mentor matching and include the new teacher into the induction program; Payroll to establish the new employee into the next pay cycle
Task / Candidate / Principal / Principal Supervisor / Screening Committee / CHRO / HR Partner / HR Coordinator / Director of Staffing / HR Benefits Rep. / Teacher PD and Induction Dir. / Compensation / Payroll- Principal makes offer
- Principal recommends a candidate
- HR initiates onboarding process
- Candidate enters in information
- Candidate gets fingerprinted
- HR reviews information
- Salary is determined
- Candidate attends orientation
- Candidate enrolls in benefits
- Employee record created
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HR/HC Organizational Linkage RACI Overview