JOB EVALUATION MATRIX
Student Affair Officers 7/30/02

 

SAO LEVEL 1

SAO LEVEL 2

SAO LEVEL 3

SAO LEVEL 4

FACTORS

Entry
(Inexperienced)

Operational

Advanced
Operational

Specialist
Organizational Latitude This is the entry level for the SAO series. Works under supervision. Incumbent is assigned duties of limited variety and complexity to be performed according to specific procedures under close supervision. Work is checked frequently, and there may be formal training. Provides information and advice to students. Makes referrals to higher level counselors, faculty and other campus resources as appropriate. This is the journey level for the SAO series. Works under general supervision. Possesses full range of skills and knowledge and ability to assess students’ developmental needs and to make appropriate referrals to other campus services. Performs a variety of routine duties within established policies and procedures under general supervision. This is the first exempt level for the SAO series where the incumbent may be Lead and/or 1st level of supervision. Works under direction. Receives assignments in objective oriented terms. Work is reviewed in terms of meeting organizational objectives and schedules. Incumbents utilize increased counseling skills to assess students’ needs especially for certain student populations (i.e., EAP, athletes, freshmen, etc.). May act as unit’s Director of Student Affairs. Work is independent or under general direction. Makes recommendations and implements decisions on administrative/operational issues affecting strategically important department functions. Establishes organizational structure and accomplishes results through mid-level managers. Establishes supervisory relationships for operating unit/function. Accomplishments are reviewed from a long-term prospective for desired results.
Impact Contributions are limited to specific, task-related activities. Errors in work result in internal unit delays but do not usually have a major affect on the organization. Contributes to the completion of projects and goals. Errors in work or failure to achieve results cause moderate expenditures of resources and significant delays that may have an affect outside the department. Assists in development of objectives and goals. Decisions/recommendations directly affect policies and procedures of major department/campus programs or systems. Lack of performance may result in failure to meet unit/department goals leading to critical delays/modifications to projects/operations as well as substantial use of unplanned resources.

Responsible for development of goals to meet department objectives. Participates in development of objectives. Develops concepts or framework for change within existing organization systems.

Decisions/recommendations directly affect policies and procedures of major department/campus programs or systems. Lack of performance may result in failure to meet unit/department goals.

FACTORS

SAO LEVEL 1

SAO LEVEL 2

SAO LEVEL 3

SAO LEVEL 4

Job Knowledge

 

 

 

 

 

 

 

Requires theoretical knowledge of basic principles and concepts regarding University policies and procedures in the following areas: admissions, degree requirements, student recruitment, student scheduling/enrollment; residence classification. Application is limited.

May lead and/or supervise Student Assistants.

Requires theoretical and operational knowledge of

University policies and procedures regarding: degree requirements, unit policies, procedure and deadlines, and appropriate application to counseling function. Performs heavy interpretation of all policies and procedures. Is familiar with other UCI academic programs, administrative offices, and the full range of specialized services and programs available to students. Provides information and advice in following areas: admissions, degree requirements, student recruitment, student scheduling/enrollment and financial aid. Conducts career workshops/seminars; provides counseling to low-income and/or disabled students; participates in outreach efforts; coordinates fellowship program; assists in developing medical residency rotations. May lead and/or supervise Student Assistants.

May lead and/or supervise non-exempt employees directly. Manages a basic to complex function within a unit. Requires theoretical and operational knowledge as specified under Level 2. In addition, may require knowledge of regulatory changes regarding financial aid. Assists in development of policies/procedures specific to SAO function, including administration of a budget. In addition to areas listed under SAO II, incumbents further assist in developing training programs for students; may proctor student exams/quizzes.

Directs an operating function with primary focus on achieving short- and long-term goals. Acts independently within broad procedural guidelines. Responsible for the development of related functional procedures/policies.

In addition to areas listed under SAO III, incumbents have full responsibility for overall management and direction for Student Affairs including: strategic planning & procedures; undergraduate and graduate admissions process; direction of grants and funding.

FACTORS

SAO LEVEL 1

SAO LEVEL 2

SAO LEVEL 3

SAO LEVEL 4

Administrative/

Management Liaison 

Contacts are on routine matters and are typically restricted to the department. Occasional contacts outside the department as directed. Frequent internal and external contacts on specific projects or subjects. Avoids friction or controversy. Frequent system-wide contacts at various management levels concerning projects or operational issues. Represents the organization and may serve as principal spokesperson for a complex function or specialized area of operation. Interacts regularly with internal and external counterparts as well as top management concerning direction of the operation or significance of the function.
Problem Solving Requires limited application of established policies and procedures in matters of limited scope and where variables are minimal. Collects and compiles data regarding student counseling and enrollment. Requires solutions to a variety of problems of moderate scope and complexity. Employs existing methodology with a variety of standard variables. Ability to collect and perform basic analysis of data regarding student counseling and enrollment. Provides initial recommendation. Compiles data into basic reports. Establishes operating procedures for the organizational unit. Interprets, executes and recommends modifications to unit policies. Customarily and regularly exercises discretionary power within delegated authority. 1st level of analysis/research into defined problem/objective. Identifies relevant concerns/factors, identifies patterns, tendencies and relationships, formulates logical and objective conclusions, recognizes alternatives and develops plans to meet student needs. Makes recommendations to existing policy and procedures. Establishes organizational procedures for a significant operating function. Interprets, executes and recommends modifications to department policies. Customarily and regularly exercises discretionary power within delegated authority. Directs overall analysis/research into defining problem/objective.
Supervisory Responsibility

If this position has full supervisory responsibility for 2 or more career FTEs, use Student Affairs Officer Supervisor (4350),

PSS Grade H

If this position has full supervisory responsibility for 2 or more career FTEs, use Student Affairs Officer Supervisor (4350),

PSS Grade I

If this position has full supervisory responsibility for 2 or more career FTEs, use Student Affairs Officer Supervisor (4350),

PSS Grade J

If this position has full supervisory responsibility for 2 or more career FTEs, use Student Affairs Officer Supervisor (4350),

PSS Grade K

 

FACTORS

SAO LEVEL 1

SAO LEVEL 2

SAO LEVEL 3

SAO LEVEL 4
FLSA Exemption

Non-Exempt

Non-Exempt

Exempt

Exempt
Typical Market Education and Years of Experience
  • 1 – 3 years with BA/BS
  • Equivalent experience
  • 5 – 7 years with BA/BS
  • Equivalent experience
  • 7 – 9 years with BA/BS
  • Equivalent experience
  • 8 – 10 years with BA/BS
  • 3 - 5 years with MA/MS
  • Equivalent experience
  • Required licenses/ certifications (see job description)
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    FLSA tests are applied to this matrix to determine if an employee’s duties meet the exemption criteria to be deemed exempt from the FLSA minimum wage and overtime provisions. Student Affairs Officers fall within both the Administrative and Executive Exemptions under the FLSA as a result of the supervisory aspects of the job classification.

    As a reminder,