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Completing a Job Evaluation request

There are several components to a Job Evaluation request. Getting all the relevant documentation completed and approved will speed up the process. Prior to evaluation all the requirements outlined under the Professional Staff Appointment Policy need to be met.

Preparing a Job Description for evaluation

Job Descriptions must be written using the University of Otago Job Description Template. The title must align with the University’s Organisational Design Model – the process that established the Client Services and other Shared Services roles. Considerations include the nature of the role, grade and organisational structure. 

The University Organisational Design team is working through the process to create standard Job Descriptions for all Professional Staff. Over 260 job descriptions have been written and evaluated. These JDs have a 'P number' and include the Capability Framework. They only apply to the position specified in the title and can only be changed by the Design team.

Job Analysis Questionnaire

A Job Analysis Questionnaire is available to assist with writing a job description. You are not required to submit a questionnaire with the evaluation. However, it is recommended that you consider the questions when writing a job description. When writing a job description you should presume the position is being performed by someone fully competent in the role.

A Job Analysis Questionnaire will be required for Management Band evaluations. This is to be completed by the incumbent (if possible) and the manager of the position being evaluated. The questionnaire may be used as a tool to assist when revising a job description.

Job Analysis Questionnaire

How to request a Job Evaluation

To request the evaluation of a new position or if the position has been evaluated in three years or more, submit the following:

  1. The up-to-date Job Description using the University template.
  2. The Job Evaluation Form. If this position is based on an existing Job Description, please advise which one.
  3. Make sure there is an up-to-date and evaluated JD for the position that this role reports to (unless it is an academic) of the role submitted for evaluation. If it has not been reviewed and formally evaluated in the last three years, then an updated Job Description in the current University template is required as this position will also be assessed. The current JE system measures positions in relation to each other.
  4. Include an organisational chart
  5. You may provide further information by completing the Job Analysis Questionnaire
  6. Email all the above documents to the Job Evaluation Committee Secretary at

Following the Committee meeting, the Head of Department (and if appropriate the supervisor and incumbent) will be informed of the final level. If a change in salary results, placement will be as per the University Remuneration Policy.

The current turnaround time for Job Evaluation requests is 4 weeks.

Approval of Job Evaluation requests

The Job Evaluation Form needs to be used when you request the evaluation of a position. The form gives the Head of Department the responsibility to ensure that the appropriate processes are carried out prior to recruitment and appointment.

Some Divisions require that Job Evaluation requests go through the Division/School office, while others only require the signature of the Head of Department.

Division Job descriptions approved by:
Commerce Divisional Office
Health Sciences Divisional Office
Divisional Office
Sciences Divisional Office
Academic Services
Director's Office
Operations Chief Operating Officer's Office / Director's Office
Library Corporate Services
International Office of the PVC
Research Director's Office

Financial Services

Divisional Office

Shared Services Director's Office