Human Resources Self-Assessment Instrument

Human Resources Self-Assessment Instrument

Page 1

Human Resources Self-Assessment Instrument

Human Resources Department, XYZ School District

HR Duty? (Yes)
Responsible Staff Member / HR Duty? (No)
Responsible Dept. / Written Procedures (Y/N)
(BP/AR; CBA; Handbook; Desk Manual) / Level of Success/Effective Implementation: Scale 1-4
4: Highly effective
3: Effective
2: Needs Improvement
1: Ineffective
Recruitment/Selection
Certificated:
Monitor Master Schedules (high school and middle schools)
Project staffing needs
Advertise/announce vacancies
Job fairs/campus visits
Pre Employment Testing
Internal transfers
Interviews
Reference Checks
Board Action
Post and select summer school employees
Retention/destruction of applications/recruitment documents
Job Descriptions
Drafting
Updating/compliance
Board Approval
Credentials
Pre-employment verification
Assignment/misassignmentmonitoring
Expiration monitoring
December 15th report to Board
Supt. Report to county office
Employment/In-service
Salary schedule placement
Initial employment contracts/certificated
Continuing employment contracts/certificated
Initial work agreements /classified
Continuing work agreements/classified
Pre-Employment Physicals
Fingerprinting
TB Verification/tests (new hires; renewals)
Hep B/tests (new hires;renewals)
Orientation/Checklist/certificated
New Teacher Handbook
Orientation/Checklist /classified
Required Training (Child Abuse Reporting; Blood borne Path;Hep B; Sexual Harassment, etc.)
Staffing data/staffing lists by department/site
Extra period assignments/middle & high school
Extra-duty assignments
High Qualified status
Employee directory
Employee Emergency contact
Employee Assessment/Evaluation
Administrator/Manager training
Certificated:
Certification Training for administrators evaluating certificated employees
Flow chart delineating evaluation responsibilities
Distribute/monitor timelines
Non-reelection Probationary I/II certificated
Release of Temporary certificated
Improvement Plan assistance
PAR Process
Disciplinary action
Transfer/reassignment of administrators
SERS Report to CDE
Classified:
Distribute/monitor timelines
Flow chart delineating evaluation responsibilities
Release of Probationary
Improvement Plan assistance
Disciplinary/due process document preparation
Disciplinary action
Board Agenda
Preparation of action items
HR department report (s)
Resignations
Acceptance of resignations
Exit Interviews
Employee Attendance/Vacation
Approval of leaves of absence
Posting absences
Posting vacation time
Re-employment lists
Reduction in Force (Layoff)
Certificated:
Timeline
Credential information/authorizations
Employment classification
Date of hire
Seniority list/updates
Layoff list
Reemployment list
Preparation of Board action items
Classified:
Timeline
Seniority lists by classification
Hrs. in Paid Status or Date of hire
Layoff list
Reemployment list
Negotiability (reduction in hrs./effects)
Preparation of Board action items
Salary Data
Position control/monitoring account codes
Verification/recording of post-baccalaureate units
Payroll notification: new hires
Payroll notification: changes
Annual J90 report (certificated salaries/benefits)
Fiscal Matters
Budget preparation
Expenditure monitoring
Salary schedule preparation
Salary surveys
Letters of Reasonable Assurance (Less than 12 mos. Classified and certificated/classified substitutes
Administrator/Teacher Ratio (R-2)
CALPADS/CBEDS
Compile data & complete CALPADS 1st semester to CDE
Compile data & complete CALPADS 2st semester to CDE
CBEDS (Classified) due Oct. 31st
Complaints Against Employees
Procedures/certificated
Procedures/classified
Personnel Files
New Hires
Maintenance
Control of access
Scan past employee files
Collective Bargaining
Preparation for negotiations
Training of negotiators
Calculation of 1%
Interpreting contract language
Training of administrators/managers
Preparation of Board action items
Distribution of contracts
Grievance processing
Administrator/Manager Training
Child Abuse Reporting
Sexual Harassment
Other
Student Teacher/InternPrograms
College/university agreements
Placement process
Substitutes
Recruitment/Selection
Employment/monitoring long-term substitutes
Training
Assignment
Evaluation
Maintenance of lists
HR Department Climate
Internal communication w/departments & sites
Internal communication w/employees
Internal communication w/Board
External communication
Employee recognition programs
Employee Counseling
Retirement options
Prepare/execute retirement contracts
Unemployment insurance
Employee Assistance Programs (EAP)
Leave of absence options
Long-term disability
Worker’s Compensation
Process claim
Coordinate other leaves
Safety Training
Non-Discrimination Procedures
ADA/504 accommodations
Affirmative Action policies
Reporting documents
Other
Monitormonthly timelines

10/2016