And on the Work Front

Wow, lots of potential for change. This'll get long, so there'll be cut tags separating the topics. My Latest Review This is written by the CEO. All errors are due to my lack of desire to correct her stuff as I went. Job Knowledge 5 - Understands why all job functions are performed & inter-relationship with other jobs. An expert. Heather has an exceptional understanding of her job duties and the knowledge necessary to perform them, including; HR policies, procedures, payroll processing and benefit administration. She attends ongoing training classes to increase her knowledge and incorporates the new knowledge into her work. This year, Heather learned ADP's internet based EZLabor Paperless Timecard System which replaced our paper timesheets. This was a major task to implement and has required substantial time for all employees and managers to learn the ins and outs of the system. Accuracy/Quality 4 - Very accurate. Commits few errors. Heather is very conscientious regarding her work and rarely makes errors. The quality of her work is more than acceptable. Volume 3 - Standard productivity under normal working conditions. Heather usually meets her deadlines even with numerous interruptions and distractions. Having her own office should help her to avoid last minute 'rushes' in the future. Organization Skills 3 - Requires supervisory assistance in setting priorities; however, plans, organizes and completes work satisfactorily. Work is sufficiently organized to efficiently perform the job. Heather tends to be less productive when she is faced with multiple, competing projects and deadlines and when she needs to interact with others to complete a project or task. When faced with delays caused by others, she tends to place those projects to the side and is hesitant to pick them up again not wanting to be frustrated by another's slow or lack of response. A little more patience with others would help to deflect some of her frustration in this area and may help others to respond faster to her requests. Initiative 3 - Does not shirk. Voluntarily attempts to solve non-routine job problems as they occur. Heather tackles her duties without hesitation and takes pride in solving routine problems on her own. She will take responsibility for duties overlooked or forgotten by others to make sure they are done. Cooperation 3 - Is generally aware of departmental functions and objectives and willingly coordinates own activities with those of peers when the need is obvious. Heather usually is very cooperative and has pitched in to help cover other areas when we are short staffed. However, if she is not enthusiastic about a particular task or project, she sometimes resists completing is until directed. She is willing to help out when necessary to make sure the department is covered. Reliability/Punctuality 4 - Completes work with little supervision. Will complete occasional special projects. Rarely late or absent. Heather is reliable about completing her work on time and willing to take on special projects when asked. Her attendance is good but her punctuality could use some improvement. Overall Evaluation Commendable - Performance exceeds the requirements of the position and the expectations of the supervisor. Major Strengths or Accomplishments Heathers attention to detail and strong job knowledge are her greatest strengths. Her desire to learn new things will allow her to take on more responsibility as her job duties are expanded. Heather accomplished a major task when she implemented the ADP EZLabor Program. Is was stressfull for the employees to learn a new system and must of that frustration was taken out on Heather. To her credit, Heather has made progress in learning patience with those who do not learn as fast as she does and not taking the employee's frustration with the new system as a personal attack. Performance Areas Needing Improvement and Plan for Improvement As stated above, Heather has made progress in learning to be more patient with fellow employees and stopping to think before she speaks when frustrated. Some of this frustration came from a distinct clash in work styles and personalities with her previous manager and should be resolved now that she reports to someone else. This is still work to be done in this area. When she is busy, or under deadline, Heather interactions with others can become abrupt, brusque, or rude. Heather should work toward ensuring that all her inter-personal interactions are conducted courteously. So this all leads into MY NEW JOB (finally!!). My official title is Payroll & Benefits Specialist/Compliance Officer Note the /'s?? Yep, I'm now doing 2 jobs. Well, probably only 1. Most of my other HR stuff is being given to the new HR Assistant/Receptionist who's starting on 8/28. So, on to the official job description. Payrolls/Benefits: To prepare, disburse, maintain and review payroll, salary adjustments, payroll taxes, and year-end processing; provide benefits enrollment administration and reconcile benefits invoices; provide leave management oversight and administration; and provide back-up for the HR Assistant. Compliance Officer: Working with the Exec. VP, ensure all Credit Union disclosures, forms, applications and documents are in compliance with federal and state regulations and laws. Review all compliance disclosures with the assistance of the Credit Union's attorney annually. Perform compliance reviews on forms, application, and other Credit Union documents as requested. Research compliance issues as requested. Major Duties & Responsibilities 20% - Using ADP Payroll Services, administers payroll accurately and in compliance with all applicable laws, rules, regulations and Credit Union policy; processes bi-weekly payroll and audits payroll reports to ensure accuracy for salary increases, benefit and payroll deductions and payroll adjustments; processes and produces all payroll-related reports; responsible for quarter-end and year-end tax deadlines and procedures. 10% - Administers all employee benefits plans and programs in compliance with applicable laws and regulations and Credit Union policy; reconciles carrier invoices; processes and produces benefits-related reports and produces employee benefits statements. 5% - Administers employee leave of absence activity including FMLA, CFRA, SDI and workers' compensation. 5% - Develops and maintains employee relations-related procedure manual and Employee Handbook. 20% - Ensures all Credit Union disclosures, forms, applications and documents are in compliance with federal and state regulations and laws. 15% - Reviews all compliance disclosures with the assistance of the credit union's attorney annually. 10% - Performs compliance reviews on forms, applications and other Credit Union documents as requested. 5% - Researches compliance issues a requested. 5% - Performs other related duties as assigned. Expectations: 1. To process Credit Union payroll with 100% accuracy. 2. To ensure benefits are administered with a 95% or greater accuracy rate. 3. To administer employee leaves with a 95% or greater accuracy rate. 4. To process all reports in a timely manner with zero errors. 5. To establish and maintain an accurate and up-to-date employee-relations procedures manual and Employee Handbook. 6. To ensure all Credit Union disclosures, forms, applications and documents are 100% in compliance with federal and state regulations and laws. 7. To ensure an annual review of all disclosures with the assistance of the Credit Union attorney. 8. To ensure an annual review of all forms, applications and other documents is performed. 9. To maintain a professional, courteous, and friendly atmosphere for members and co-workers. Knowledge and Skills: Experience: Two years to five years of similar or related experience. Education: A two-year college degree or completion of a specialized course of study at a business or trade school. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Other Skills: 1. Knowledge and proficient use of ADP Payroll System and Microsoft computer applications to include but not limited to: Word, Excel and Adobe Acrobat. 2. Knowledge of laws, rules and regulations related to payroll, benefits & SDI administration, and employee leaves of absence. 3. Knowledge of laws, rules and regulations related to Credit Union disclosures, forms, applications and documents. 4. Effective verbal and written communication skills. 5. Ability to maintain confidentiality of information as appropriate. 6. Must be capable of operating all types of office equipment including computer, copy machine, fax and telephone. Ok that takes care off all the long boring stuff. They are jumping right in with my training on compliance related stuff. On 9/14, I'll be attending a class in Oakland on the Privacy Act. October 1-6 has me all day, every day in San Francisco, attending a regulatory school & getting certified. Ok....I'm done now, you can go back to your regularly scheduled shows. :)