Job Rotation Plan Sample6
Job Rotation Plan Sample6
Job Rotation Plan Sample6
Rotation Program
FEBRUARY 2009
TABLE OF CONTENTS I. Rotation Program Guidelines Program Vision/Mission/Goals Rotation Models and Documentation Rotation Costs Roles and Responsibilities Eligibility Criteria Selection Process Restrictions and Limitations II. Internal Rotation (within Caltrans) Employee Locate an assignment. Communicate with supervisors. Participate in and administer your development. Evaluate the rotation. Supervisor Locate and select an employee. Communicate with the employee and her/his supervisor. Participate in the employees development. Terminate the rotation. III. External Rotation (between Caltrans and another agency) Inter-jurisdictional Exchange Agreement (Govt. Code Section 19050.8 and Cal. Code Regs., Title 2, Section 427). IV. V. Frequently Asked Questions Appendix A. B. C. D. Rotation Agreement (front and back pages) Evaluation Form Sample Flyer and Email Announcement . Timeline for Typical Internal Rotation Startup Page 14 Page 16 Page 12 Page 7 Page 1
Out Of Class Rotations Management rotations that involve out-of-class assignments (e.g., Senior Transportation Planner to Supervising Transportation Planner) require completion of form PM-0068 (Out of Class Assignment).
IDP / Training Plans Preferred An employee with a current Individual Development Plan (IDP) or training plan on file, who meets the minimum qualifications for the classification and the assignment, has first priority in filling rotations. Advertising Requirement All rotation opportunities will be advertised throughout Planning Districts and Modal Divisions/HQ, except assignments in which an employee and the sending/receiving supervisors develop a rotation to meet the needs of a particular employee.
Rotation Costs
Costs can vary greatly from zero dollar expenditures to the total cost of an employees salary and benefits, in addition to travel costs and per diem. Costs may be mitigated through job swaps which incur no per diem or other expenses. The Office of Professional Development promotes intraunit and intra-district job swaps whenever there are financial constraints. Rotations are currently funded by the employees own position, which means that the employee will have to bring her/his position with her/him. It also means that the duties left behind may be backfilled with an employee who rotates and does the same. The Office of Professional Development may subsidize travel/per diem for rotations depending upon availability of funds. As the individual ultimately responsible for the Rotation Program, the Chief, Office of Professional Development, will continuously advocate greater resources for rotations so more employees can benefit from this activity.
CHIEF, OFFICE OF PROFESSIONAL DEVELOPMENT Represents the Chief of the Division of Transportation Planning in her/his responsibility to implement the Rotation Program. ROTATION COORDINATOR-OPD Receives all requests for rotations. Reviews and prepares documentation for internal rotations, (i.e., those that involve units from within the Department), and external rotations (i.e., between units within the Department and outside agencies) for accuracy and procedural etiquette. Provides a report, at least monthly, on the status of current rotations to the Chief, Office of Professional Development. PROFESSIONAL DEVELOPMENT LIAISON/ROTATION COORDINATOR, DISTRICT Coordinates rotations for the Planning districts and divisions. Works with the Deputy District Directors for Planning, or the Division Chief-HQ to implement and maintain rotations in the districts and divisions. SENDING/RECEIVING SUPERVISOR Confers with the employee, the corresponding sending or receiving supervisor, and the Rotation Coordinator- OPD, before the Rotation Agreement is signed to clarify the terms of, and resources needed in the rotation. EMPLOYEE Identifies and pursues her/his own training and career development opportunities. Resources include the Professional Development Liaison or Mentor in her/his district or HQ Division, her/his supervisor, and the Transportation Planning Rotation Coordinator-OPD regarding Caltrans advertised rotations. MENTOR Partners with the employee (mentee) to help with career advancement, enhancement, and enrichment opportunities. The employees supervisor should be informed of the mentor-mentee relationship, the frequency and length of meetings, and the goals and terms of the rotation.
Eligibility Criteria
Rotation Program participants must have completed probation in their current classifications and have met the minimum qualifications for the classification of the rotation assignment being considered. Participants who have graduated from the Transportation Planning Academy are preferred when selecting applicants for rotation assignments. 4
An employee with a current Individual Development Plan (IDP) and training plan on file, who meets the minimum qualifications for the classification and the assignment, has first priority in filling rotations.
Selection Process
Interviews are not required when the sending and receiving supervisors develop a rotation assignment to meet the specific needs of an employee as described in her/his Individual Development Plan (IDP) and training plan. In instances in which more than one person applies for the same rotation assignment, a process has been formulated to ensure fairness and equity in selecting who gets the assignment. It also complies with the Departments zero tolerance discrimination policy which provides all employees and applicants equal employment opportunity without regard to race, gender, creed, color, religion, national or ethnic origin, age, marital status, sexual orientation, disability or medical condition (see Timeline, Appendix D). The typical process includes these steps: 1. Rotation opportunities and duty statements are transmitted to the Rotation Coordinator-OPD, by email, department mail, or delivered by hand. 2. The Rotation Coordinator-OPD prepares and emails the announcement advertising the opportunity to OPDs Professional Development Liaisons (PDLs), Planning Deputy District Directors, and the modal Division ChiefsHQ. As the PDL for the Division of Transportation Planning (DOTP), the Rotation Coordinator-OPD copies DOTP employees on all announcements. 3. The Rotation Coordinator-OPD receives and screens applications to make certain the applicant meets the Rotation Program criteria above, and forwards the applications to the receiving supervisor. 4. The receiving supervisor reviews the applications, emails information on who is selected, and the terms of the assignment, to the Rotation Coordinator-OPD. At her/his discretion, the receiving supervisor may conduct interviews or select the participant on the basis of her/his application. 5. The Rotation Coordinator-OPD prepares, obtains the necessary signatures of, and files the agreement, tracks the rotation, and emails an evaluation to the rotatee about one month prior to the end of the rotation.
the rotation. (The obvious exception to the hold-harmless rule is a prosecutable or criminal activity).
printed copy of the timesheet. If the office in which you are assigned is an external agency, not Caltrans, make sure you arrange with your permanent office of record to file paper timesheets, to use a nearby Caltrans terminal, or to file your timesheets in some other manner. Your permanent source unit will remain the same throughout your entire rotation. Charge your time to the Charge District and Expense Authorization (EA) to which you are assigned. Process your Travel Expense Claims (TECs) through the office to which you are rotating. If you are rotating to an external agency, mail your TEC to the individual who normally handles them in your permanent office of record. Use the EA you would normally use to pay for travel/per diem, or the EA and Special Designator (Special D) for OPD if OPD is subsidizing your travel/per diem. The correct codes are shown on your Rotation Agreement.
Select the rotatee from among those who respond to outreach activities. You are not required to conduct formal interviews. While a rotation assignment may, in fact, provide a unit with an additional resource, the emphasis is on enhancing the skills, knowledge and abilities of the workforce, which ultimately benefits Transportation Planning, the department, its partners, and its customers.
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EXTERNAL ROTATIONS An external rotation under the Transportation Planning Rotation Program is the temporary assignment of an employee from or to an agency other than Caltrans. Like internal rotations, there is no single rotation model. Unlike internal rotations, external assignments are guided by statute, Government Code Section 19050.8 et seq., and Section 427, Title 2, California Code of Regulations, and require a prescribed Interjurisdictional Exchange Agreement between Caltrans and the selected agency. The typical timeframe for creating and finalizing the Interjurisdictional Exchange Agreement is 60 days (see timeline, Appendix D). The first step in this process is for any of the three parties to the agreement to send the following information to the Rotation Coordinator-OPD: - Employees name - Employees classification; - A statement that the employee has completed probation in her/his current classification and graduated from the Transportation Planning Academy; - The physical mailing address and, if applicable, the Mail Station of the unit to which the employee is rotating; - A contact phone number at that location; - The travel/per diem EA for use while on rotation, unless provided by the Office of Professional Development; - The names, addresses, and phone numbers of the sending and receiving supervisors; - A statement as to what the employee expects to gain from the rotation, e.g., district or headquarters experience, regional planning, system planning, or advance planning experience, IGR/CEQA experience, etc. - A duty statement describing the duties to be performed at the receiving agency. The Coordinator will use this information to prepare and forward the Contract Request Form (ADM0360) to the Procurement and Contracts unit.
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V. APPENDIX
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APPENDIX A
Department of Transportation Division of Transportation Planning
ROTATEES ASSIGNMENT
OBJECTIVE
a(n)
Classification
to to
District/Division/Program
from
TIMEKEEPING: Your permanent source unit will remain the same throughout your entire rotation. Charge your time to the Charge District and EA to which you are assigned.
Rotation Home Base: 1127 O Street, No change in personal position assignment. OPD Receiving Unit Loaning Unit Does Not Apply
1.
Provide travel/per diem EA In addition to travel and per diem expenses incurred during the normal activities of this rotation assignment, pay expenses under Long Term Assignment guidelines of the departments Travel Guide* as follows:
TERMS
2.
Pay travel expense at beginning and end of rotation assignment only (includes air, rail, bus and private car) Pay travel expense during rotation assignment (bus, private car, etc.) Assume travel expenses home on all weekends during temporary reassignment Pay travel expenses home every other weekend during rotation assignment
*See the departments Travel Guide or call Accounts Payable at 916 227 9092 for clarification.
3. 4.
5.
SIGNATURES
ROTATION COORDINATOR Mike Gordon, Ofc. of Prof. Dev . Div. of Transp. Planning
Coordinators Name (Print or Type)
RECEIVING UNIT
LOANING UNIT
Coordinators Signature
Supervisors Signature
Supervisors Signature
Date
Date
Date
This agreement is cancelable by the employee or participating supervisors. A copy will be kept in the employees personnel file.
EMPLOYEE
Signature
DATE:
APPENDIX A (Contd.)
APPENDIX B
[SAMPLE EMPLOYEE EVALUATION EMAIL] TO: PARTICIPANTS IN THE TP ROTATION PROGRAM WHOSE ASSIGNMENTS HAVE ENDED OR WILL SOON END MIKE GORDON, ROTATION COORDINATOR
FM:
Please take a few minutes to complete and return the evaluation form (below) to me. The format allows us to quantify your responses and make a better program. FAQ -- "How do I enter data on your form and return it to you?" Click on Actions>Edit Document at the top of this email. Enter your responses. Enter my Lotus Notes address (Mike Gordon) in the To: box above. Make sure the subject line says TP ROTATION EVAL. Click on Send or Send and File. Thanks for your help, and Best Wishes... OPD will use a new webbased electronic survey format. The content will remain as shown here. Mike Gordon, Transp. Planning Rotation Coordinator Division of Transportation Planning MS-32 Office of Professional Development 1120 N Street/P.O. Box 942874 Sacramento, CA 95814/94274-0001 (916) 653-3529/Calnet 453-3529 Fax: (916) 653-2653/Calnet 453-2653
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_____________________________ To (mo/dy/yr)
Actual Completion Date ______________________________________ (mo/dy/yr) APPENDIX B (Contd.) Please score each of the following areas from 0 5, with 5 being the most applicable or favorable response. Procedures 1. Your level of difficulty in finding a rotation opportunity. [5=no difficulty...] 2. Your level of difficulty in completing the paperwork. 3. If you qualified for special travel/per diem arrangements. (e.g., housing), was your reimbursement timely? 4. If you qualified for special travel/per diem arrangements, how helpful was Accounts Payable? Assignment 5. Were the goals and objectives of your assignment clear? 6. Did you achieve your stated goal? 7. Did you achieve what you expected to achieve? 8. Did you perform the duties established at the onset of the assignment, e.g., as agreed? Supervision [5=no difficulty...]
[N/A if not applicable]
9. Was the receiving supervisor supportive? 10. Was the sending supervisor supportive? 11. If this was a new area, did you receive adequate background and training? 12. Was your work reviewed sufficiently to receive corrective feedback?
OPD will use a new webbased electronic survey format. The content will remain as shown here.
13.
14. Were there problems? 15. If there was a problem, was it made clear to you? 16. Overall, was your rotation a worthwhile experience? .
APPENDIX B (End) 17. Place an "x" next to the area(s) in the chart below in which you aquired or grew your knowledge/skills/abilities from this assignment. If you mark more than one area, highlight the one area you consider to be your primary area of focus K/S/A Gained 1. Administrative 2. Advance Planning 3. Aeronautics 4. Air Quality 5. Budget 6. Community Planning 7. CTIS 8. District 9. Economics 10. Engineering 11. Environmental
enter "x"
K/S/A Gained 12. GIS 13. Goods Movement 14. Headquarters exp. 15. Grants Admin. 16. IGR/CEQA 17. ITMS 18. Local Assistance 19. Management 20. Mass Transp. 21.Modeling/Forecast. 22. New Tech./ITS
enter "x"
K/S/A Gained 23. Non-Motorized Tr. 24. Partner Agency 25. Programming 26. Rail 27. Regional Planning 28. State Planning 29. System Planning 30. Transp. Planning 31. Supervision 32. Data Integration 33. Legislative Analysis
OPD will use a new webbased electronic survey format. The content will remain as shown here.
APPENDIX D
TYPICAL INTERNAL ROTATION STARTUP ----- TIMELINE ----HQ Rotation Coordinator analyzes duty statement, and prepares and transmits email & flyer to PDLs, Planning Deputies, and Planning Div Chiefs-HQ for distribution and posting. HQ Rotation Coordinator receives applications by final filing date, screens for Rotation Program eligibility, and logs & forwards apps to receiving supv.
Receiving supv notifies HQ Rotation Coordinator of opportunity. Forwards duty statement & requests candidates.
Receiving supv screens apps, and selects rotatee on the basis of apps or schedules interviews.
Receiving supv notifies HQ Rotation Coordinator of the selectee & terms of Rotation Agreement.
HQ Rotation Coordinator prepares and routes the Rotation Agreement to the Sending and Receiving Supvs, and the employee for signatures.
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Assumptions: Applicants would have advised their sending supervisors of their interest in the rotation assignment before applying for a rotation assignment. The need for the knowledge, skills and abilities offered in the rotation assignment are reflected in the applicants IDPs and training plans of the applicants.