LOCAL GOVERNMENT SERVICES JOB EVALUATION SCHEME:
TECHNICAL NOTE NO. 5: FACTORS & WEIGHTING OF THE LOCAL GOVERNMENT NJC JOB EVALUATION SCHEME
1. Introduction
1.1 Questions are sometimes asked about why particular aspects of the Local Government NJC Job Evaluation Scheme are as they are, for example, why were these particular factors selected? What is the rationale for the weighting and scoring systems.
1.2 This Technical Note provides answers to the above questions. It thus amplifies section 2 (1)-(3) of the earlier technical note on the principles of the scheme.
2. The Factor Plan
2.1 Unlike later features of the NJC JES scheme design, which were worked on jointly by Technical Working Group members, the factor plan was based on lists of potential factors drawn up separately by Employer and Trade Union Sides. The two lists proved to be very similar and only required `tidying up' and defining to provide the framework factor plan.
2.2 It was agreed that the factors should be representative of 4 standard groups of factors:
Knowledge and Skills
Responsibilities
Effort
Environmental Demands
2.3 Other agreed principles of factor selection were:
Factors should between them allow for the measurement of all significant features of all the local government jobs to be covered by the scheme
The broad factor groups should be broken down into a number of individual factors to ensure that all job features are fairly measured (equality principle) and to facilitate evaluation.
2.4 The justification for the inclusion of individual factors was as follows:
Factor |
Justification for Inclusion
|
Job Knowledge |
Occurs as a main factor in nearly all modern JE systems; measures the major `input' to the job; defined in the NJC JES in relation to the actual job knowledge requirements rather than qualifications and experience, which have proved discriminatory in the past
|
Mental Skills |
Occurs in some other JE systems as Problem Solving or Analytical/ Creative/ Innovation Skills; defined to include developmental and creative skills in relation to people as well as to e.g. policies, for equality reasons
|
Communication Skills |
A standard factor in modern JE systems; defined in the NJC JES specifically to include caring skills to ensure fair assessment of jobs such as home carer, nursery nurse
|
Physical Skills |
Included to ensure that the skill of jobs involving driving and/or keyboard work are fairly measured, as there is evidence that these are undervalued when measured under a Job Knowledge heading
|
Initiative and Independence |
A standard JE factor, sometimes labelled Freedom to Act or Discretion; included to ensure that scope for decision making and exercising responsibilities is taken into account
|
Physical Demands |
Commonly found in JE schemes covering manual jobs, less commonly in schemes covering non-manual jobs; defined to include stamina as well as strength-related job features
|
Mental Demands |
Defined to measure demands for concentration, alertness and attention demands of the work
|
Emotional Demands |
Not always recognised in JE schemes; defined to measure the effort demands arising from dealing with clients or others whose behaviour or circumstances cause distress
|
Responsibility for People |
Adopted as a factor from the earlier local government manual worker JE scheme to measure the responsibilities of front-line, direct service providing jobs
|
Responsibility for Supervision etc of Other Employees |
A traditional JE factor; measures managerial and supervisory responsibilities; defined in terms of the nature and demands of the responsibility, rather than through numbers or types of employees supervised or managed, as the latter have proved indirectly discriminatory
|
Responsibility for Financial Resources |
Commonly found in JE schemes, although sometimes measured through an Impact factor: included as a separate factor distinct from other physical resources to avoid under-valuation of finance jobs; defined to cover all forms of financial resources, including e.g. accounts processing and income generation jobs
|
Responsibility for Physical Resources |
Commonly found in modern JE schemes, sometimes covering financial as well as other forms of physical resources; defined to include information resources, as well as responsibilities for stocks, supplies, security, design and development of physical assets
|
Working Conditions |
Commonly included in JE schemes covering manual jobs, less commonly in schemes covering non-manual employees; measures unavoidable and inevitable unpleasant conditions in line with good JE practice; defined to include people-related working conditions (e.g. body odours, verbal aggression) as well as environmental conditions (e.g. dust, fumes, extremes of temperature) |
3. Factor Weighting
3.1 Factor weighting and scoring principles were agreed by the Technical Working Group, then tested on the jobs, which had been used in the development of the factor plan. The agreed principles were:
Each factor should have a minimum 5% of scheme total points, in order to have potential impact on the JE outcomes
Overall weighting should reflect the implicit weighting arising from there being different numbers of levels identified for different factors; this gave most weighting to Knowledge and Initiative and Independence, followed by the Responsibility and Skills factors, then Effort and Working Conditions
Similar factors (e.g. the four Responsibility factors) should be similarly weighted in order to avoid incorporating bias in favour of particular types of jobs (e.g. managerial jobs compared to client related jobs)
Additional weighting should be applied to the Knowledge factor in recognition of it being a traditional determinant of pay levels
Scoring steps between factor levels should be equal to reflect the aim of equal steps in demand between levels (e.g. 10-20-30-40-50 rather than 6-14-24-36-50). The Technical Working Group was also concerned that there could be a perception that bias in favour of more senior posts may be introduced if scoring multiplies more rapidly at higher factor levels than at lower levels.
Scoring should reflect the fact that level 1 on each factor is defined as a small but positive amount, so no zero scores
3.2 For transparency, 1000 points were allocated amongst the factors in accordance with the above principles to give the NJC JES weighting. 3 `spare' points out of the 1000 were allocated to the top 3 levels of the Knowledge factor. They have no impact on outcomes.
TECH NOTE 5 APRIL 2005
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