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EODA/Human Resources Operations

Reclassification

Position classification is the systematic categorizing of positions based on duties and responsibilities as defined by position classification and qualification standards developed by the Chancellor's Office of the California State University. Classifications may also be categorized by varying skill levels based on the overall knowledge and skill requirements of the position.

Each University position is placed in an appropriate job classification based on an assessment of the kind and level of work performed. Please note that this assessment is not an evaluation of employee performance and is only based on the duties and responsibilites required of the position.

A pay range is established for each classification or skill level. Positions which are substantially similar in nature are allocated to the same job classification to maintain equity in compensation.

General Information

A reclassification is a change in an employee's position classification. Individual requests for position classification reviews can be submitted at any time throughout the year whenever the employee has been assigned permanent and significant changes in a position's duties.

Reclassification requests may be granted for (but not limited to) the following changes in:

  • Skill
  • Effort
  • Responsibilities
  • Working conditions
  • Problem solving
  • Mental demand
  • Knowledge 

An increase in work volume and job performance DO NOT justify for a reclassification.

A reclassification occurs when an employee is working 50% or more of his/her assigned duties in a higher or lower classification.

The employee is eligible to receive a 5% salary increase or the minimum of the new salary range, whichever is greater.

Represented and Confidential employees are eligible to receive a reclassification. MPPs are not eligible to receive a reclassification.

The employee may serve a new probationary period based on their Collective Bargaining Unit.

Required Documentation

A Memo/Justification (Doc) must be provided and include the following: 
  • Employee Name
  • Bronco ID
  • Current Classification
  • Department/Division
  • HEERA Manager Name
  • Reason(s) for the Reclassification Request 
    • Describe what prompted changes to the position and the request for a reclassification review. 
    • Provide any relevant background information which may have resulted in changes to this position (e.g. reorganization of department, consolidation of positions, new or significantly expanded program, etc.). 
    • If this position has assumed responsibilities from another position, please identify the other position/incumbent.
    • Summarize the key changes in responsibility of the position; and how these changes altered the position in terms of: scope, complexity, impact to the department or university, decision making, authority/independence to act, consequence of error, types/amounts of resources managed, or required knowledge. 
    • Provide any additional information that either justifies the reclassification request or assists with understanding the position.

If this request is initiated by the HEERA Manager, please include the following in the Memo/Justification:

  • Provide any additional information that either justifies the reclassification request or assists with understanding the position
  • Identify positions in your department or organization that you view as comparable positions. If there are positions in other organizations that you view as possible comparable positions, you may identify those positions as well (Optional)
  • Proposed New Salary (Optional)
  • Proposed Effective Date of when the employee started performing the new duties (Optional)
    • If there is no proposed effective date on the memo, then the effective date of the new classification will be the beginning of the monthly pay period in which the approved request for classification review was received by Classification and Compensation
    • For example, if the request was received on February 15, 2007 and a reclassification is determined "approved" on March 30, 2007, the reclassification request is retroactively effective on February 1, 2007)

An Updated Job Description:

  • You can view your current Job Description at our new Job Description platform JDXpert. If you need a copy of your most recent signed Job Description you can request from Classification and Compensation 
  • To initiate the process of revising Job Description, please log in to our new Job Description platform JDXpert. Tutorial on how to use JDXpert is available at JDXpert Resources.
  • On JDXpert, for "Type of Request" please select "Reclassification" from the drop down menu.
We strongly recommend that the employee and the HEERA manager discuss this request and collaborate on the final version of the Position Description. The HEERA Manager will verify the accuracy of the job duties and ensure that the position description meets the needs of the department and is structured to efficiently accomplish the work. Several drafts may be necessary to achieve this goal. 

A current Organizational Chart must be provided and include: 

  • Employee Names
  • Working Titles
  • Classification Titles
  • Grade Levels
  • The relationship of the position to its manager, subordinates, and peers
  • Any additional relevant organization charts, which would aid in the review process (e.g. previous organizational chart in case of a re-organization)
Organization charts allow reviewers to better understand the context of the position in the department/organization and assist with ensuring equitable leveling of positions.

The Employee's Resume must be provided and include: 

  • A List all Previous Jobs (includie volunteer experience, internships, student assistant jobs, etc.)
  • Start Date and End Date for Each Job
  • Number of Hours Worked at Each Job (For example: Administrative Assistant - 25 hrs/week)

Submission Process

Employees can submit required documentation either to the assigned HEERA Manager (recommended) or directly to Classification and Compensation via Smartsheet. Please note that the HEERA Manager will be consulted in this process and is encouraged to submit the memo (with comments in support of the reclass or expressing their concerns) and to provide their input on the newly assigned Job Duties.

If submitted to HEERA Manager:

Step #1: Collect all required documentation listed above.

Step #2: Submit required documentation to your assigned HEERA Manager (recommended).

Step #3: HEERA Manager needs to submit reclassification documents to the VP’s office within (30 days of receipt for CSUEU & APC or 14 days of receipt for Teamsters) through the appropriate approval chain. If the request is from the President's Office, the documents should be routed to the President's Office through the appropriate approval chain.

Step #4: The VP's Office (or President's Office) will review the request and send it forward to Classification and Compensation via Smartsheet. for reclassification submission within 14 days of receipt.

Step #5: Classification and Compensation will complete the review within 180 days of receipt and provide a final recommendation to the VP's Office (or President's Office) for final approval. This may involve separate interviews with the employee and/or HEERA Manager.

If submitted directly to Classification and Compensation:

Step #1: Collect all required documentation listed above.

Step #2: Submit required documentation via Smartsheet.

Step #1: Collect all required documentation listed above.

Step #2: HEERA Manager needs to submit reclassification documents to the VP’s office through the appropriate approval chain. If the request is from the President's Office, the documents should be routed to the President's Office through the appropriate approval chain.

Step #3: The VP's Office (or President's Office) will review the request and send it forward to Classification and Compensation via Smartsheet. for reclassification submission within 14 days of receipt.

Step #4: Classification and Compensation will complete the review within 180 days of receipt and provide a final recommendation to the VP's Office (or President's Office) for final approval. This may involve separate interviews with the employee and/or HEERA Manager.

Classification and Compensation will send the documents to VP or President's Office for review and decision. This review will be based on the department’s budget, funding, goal/direction of the department and position, etc.

Step #1: If approved, the paperwork will be sent forward to Budget Planning and Analysis for processing.

Step #2: HEERA Manager/Employee will be informed of the decision.

Step #3: The Classification and Compensation Specialist will schedule a meeting with the employee to go over the details on the reclassification documents.

Step #4: The employee will go through a background check for their newly reclassified classification, unless they have had background check within the past 12 months.

Step #5: The Classification and Compensation Analyst will send reclass documents to the employee to obtain signature. The employee will receive a notification for acknowledgement from JDXpert for their updated Job Description.

Step #6: A copy of the signed documents will be provided to the Employee, HEERA Manager, Employee/Labor Relations & Compliance and all other appropriate areas.

Classification and Compensation will send the documents to VP or President's Office for review and decision. This review will be based on the department’s budget, funding, goal/direction of the department and position, etc.

Step #1: If the request is denied based on the classification review decision, Classification and Compensation will notify and send the decision memo to the HEERA Manager/Employee. If the request is denied due to funding by the VP, the HEERA Manager is advised to revisit the request in the next fiscal year and resubmit the reclassification request. Please consult with the Classification and Compensation Analyst to remove duties that are out of scope for the current classification.

Step #2: An employee may file an appeal of a classification decision pursuant to their collective bargaining agreement (CBA). An appeal may be filed with Classification and Compensation by the employee or HEERA Manager within the timeframe allotted by their CBA.


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