Administrative (Clerical)
Positions that are supportive in nature to other employees; these positions often entail tracking of data or other details as well as interacting with other employees to gain access and to share information, reports, etc; examples of position titles are administrative assistant, receptionist, secretary, and data entry.
Administrative – Senior
Positions that are supportive in nature to other employees and mid to senior level management. These positions often entail tracking of data or other details as well as interacting with other employees to gain access and to share information, reports, etc. In many cases, this position may require the person to interact with senior level executives. Examples of position titles are Senior Administrative Assistant, Executive Assistant, Law Clerks and Title Examiners.
Artist
Artists must be able to create functional and/or decorative objects or products, ranging from sketches of court trials to fashion illustrations to fine art objects and more. They must be able to apply principles of design and to use a variety of materials, equipment, and techniques, including computer technology, as required. They need ability to visualize and to be creative and original. Job types include illustrators, sketch artists, painters, sculptors, cartoonists, animators, and multi-media artists, etc.
Bank Teller
Positions that require the employee to deal with monetary items, follow strict procedures and deal directly with customers; position titles would also include loan officers, financial planners, etc; please note that the “Financial” report can also be helpful.
Cashier
Handle cash registers, customer interaction, product or service returns, daily paperwork, and questions from customers. Responsible for accuracy of daily cash drawer according to cash, credit card, returns, exchanges, etc.
Child Care
Child care workers attend to young children in such settings as child care centers, schools, businesses, and private homes. They support children's early learning and emotional and social development. They need to apply principles of child development and developmental stages and of early learning. They must also be interpersonally sensitive, both to children and their parents, and be able to use a variety of learning and disciplinary strategies.
Collections
Bill or account collectors locate and notify customers with delinquent accounts to solicit payment. They also receive and credit payments or, when a customer fails to respond, initiate repossession or disconnection of service. Collectors need to be socially perceptive and good record keepers. They must be skillful negotiators and persuasive communicators. Other titles may include credit collector, account resolution analyst, or patient account representative.
Construction
Positions where the employee works on construction projects; Position titles include estimators, foreman, plumber, electrician, day laborer, construction workers, etc; please note however that if the position requires the employee to manage other people, the “Management” report will be helpful.
Consultant
Consultants provide analysis, evaluation, and advice to managers or executives to assist them in operating more effectively and efficiently. Among their tasks is collection of information on problems or procedures from direct observation or examination of various materials, analysis of data, preparation and delivery of reports and recommendations or other products as requested. They need good judgment and to be skillful observers and communicators. Titles include management, business, or program analyst.
Courtesy Driver
Transfers clients by driving and maintaining a vehicle such as a limousine, shuttle van or other personal service vehicles. Plans routes and requirements by studying schedule or special requests; determines occupant and luggage requirements; checks road conditions; estimates travel times as well as other preparation for each client situation.
Creative Writer
Positions that provide creative thought and written expression. Writing may be for articles, marketing pieces, journals, etc. In many cases, this position will provide for a basic topic, product, service or information and the individual is expected to find creative ways to present the information, product or service to the targeted reader.
Customer Service
Positions that entail basic support and direct interaction with customers either by phone or face to face; there may be some “up-selling” involved but these positions are not as much as sales related as focused on customer service; examples of position titles include CSR, sales support and account representative.
Data Entry
Positions that require the accurate entry of information into computer systems. Positions will usually also entail the review, reporting and correction of erroneous information.
Designer
Designers develop and design a wide array of things from manufactured products to interiors to fashion to displays or exhibits. They specialize in a particular area or type of product, but all must combine artistic skills with attention to market research, intended product use, and selection of suitable materials to create pleasing and functional products. Designers need to be innovative problem-solvers and able to communicate clearly with clients or customers and with technical workers who produce the products.
Driver
Positions involving an automobile, van or truck either for route or long-haul driving to deliver and/or pick up goods.
Editor
Reads, reviews and edits articles, marketing pieces, manuscripts, etc. for clarity, grammar and subject matter.
Engineering - Professional
Analyze technology, resource needs, and market demand, to plan and assess the feasibility of projects. Planning and research may include areas such as installation, testing, reviewing product or building design, specifications improvements or changes. Positions may include industry areas such as Technology, Architecture and Research and Development Initiatives.
Entrepreneur
A position that requires the ultimate personal responsibility for business development, business survival, hiring, managing, as well as the management of vendor and customer relationships. Unlike a Franchise situation, this position typically has little structure or policies in place. Typically this person is also involved or personally responsible for the initial idea for the product or service and the start of the business.
Examiner - Inspector
Examiners or inspectors are required in a wide variety of areas such as insurance claims, building construction, criminal or fire investigations, motor vehicle or other transportation inspectors, health and safety compliance officers, and many more. Whatever they are examining or inspecting, they need good judgment and to be careful and detailed observers, able to solve complex problems, and make decisions efficiently. They must also be able to communicate clearly both orally and in writing.
Executive Management
Management positions that are typically considered mid management and higher within an organization. These positions require the individual to not only manage people, but often they must manage a corporate strategy, budgets and other corporate initiatives. This position usually requires the person to manage "other managers or supervisors" within the organization. Titles may include Executive, Senior V.P., CFO, CIO, CEO, etc.
Financial (Accounting)
Positions that entail dealing with cash and financial records; examples of position titles include bookkeeping, financial reporting, data analysis, accountant and controller.
Food Service
Positions that require the employee to deal directly with food items and typically with the customer themselves; position titles can include fast food service, banquet services, waiter, etc.
Graphic Artist
Design or create graphics to meet specific commercial or promotional needs, such as packaging, displays, or logos. May use a variety of mediums to achieve artistic or decorative effects. Titles may include Graphic Design.
Health Caregiver
Positions that require the individual to work directly with patients; position titles include, nurse, home care technician, etc. Hospitality Positions where the employee interacts directly with guests; positions titles include banquet food service, front-desk, concierge, maid, etc.
Human Resources
Positions that involve working with employee/personnel issues, employment policies and procedures and planning.
Inbound Call Center
Positions where the employee deals with outbound and/or inbound calls to support customers, up-sell goods or services or provide information; please note that the “Telemarketing” report is better suited for call center positions that require the employee to sell products or services in a direct manner.
IT
Positions involving tasks such as programming, network support, and troubleshooting IT problems.
Journeyman - Tradesman
These positions include electricians, plumbers, pipe fitters, and other similar trade skills. In the specific skill areas an individual should be able to assemble, install, test, and maintain relevant systems using all the tools and equipment of the trade and without frequent oversight or supervision. They should also be able to diagnose and repair malfunctioning systems and be sure that all work meets job specifications and code standards.
Light Industrial
Positions within production and manufacturing environments that typically require the individual to follow a process and safety procedures.
Maintenance Technician
Positions that involve the maintenance, repair and installation of internal machinery and equipment; examples of positions titles include service technician.
Management
Managers direct the activities of a business or of a unit of a large enterprise. They plan and oversee activities; manage staff schedules and assignments; establish financial and productivity standards and review performance according to those standards; coordinate with other business units or outside groups to achieve objectives. Managers must be able to apply standard management principles, be decisive and socially perceptive, and have good judgment and persuasive communication skills.
Marketing & Public Relations
Marketing and public relations specialists or analysts develop effective communications for purposes such as building goodwill for the business or organization, promoting its products or services, providing information, etc. primarily to the general public or targeted segments but often internally as well. They may also track data on effectiveness of their efforts or on emerging trends. Strong communications skills, both written and oral, and good interpersonal skills are essential.
Mechanic
Mechanics maintain, adjust, diagnose, repair, overhaul all kinds of engines, machines, and other equipment. They normally work on a single type of equipment such as autos, industrial machinery, small engines, airplane engines, etc. They must follow standard procedures, maintain safety requirements, and be able to operate the apparatus of their trade from basic tools to advanced technological equipment. They also need to communicate clearly with their customers about proper use and repairs.
Multi-Location Manager
(Other position titles include Multi-Unit Manager) - This position typically has total supervisory responsibility for all stores and/or locations in his/her assigned division/territory, including, but not limited to sales profits, gross margin, expense control, and retention of customers as well as employees. Should communicate and manage individual location supervisors to achieve sales, payroll and profit goals in conformance with company strategy and goals.
Other (General)
Positions that are unique and not currently covered with the generic job category templates provided. Outbound Call Center Positions where the employee deals with outbound calls to support customers, provide information and may in some cases gently attempt to up-sell additional goods or services. These positions are not telemarketing in nature where a strong close is necessary. These positions are primarily for providing assistance and/or information to the caller.
Persuasive Sales
Positions that require prospecting, closing, and account management.
Project Manager
In charge of the overall management, update and completion of a project. Position usually requires the creation and detailed updating of project reports as we as written and verbal communication to the project team.
Purchasing
Such positions include tasks through the entire purchasing cycle: from identification of quality products or services and vendors, to negotiation of supply contracts, to monitoring of delivery, to checking for defects, and to ensuring contract compliance. Incumbents need to be skillful negotiators, and good business judgment in order to assess the materials, products, or services being purchased and schedule their use efficiently.
Recruiter
Recruiters are responsible for identifying candidates for current and future job openings. Their duties may also include processing all employment actions and maintaining employee records. They seek out, interview, and screen candidates. Recruiters need to utilize contemporary recruiting strategies and meet anti-discrimination requirements. A clear understanding of the requirements of the positions they are seeking to fill plus good communication skills are essential.
Retail Clerk
Positions where the employee is expected to follow store policies, handle a cash register, handle credit card transactions as well as answer basic questions for customers in a friendly and proactive manner. Retail Sales Positions where customers come to purchase, browse, or research goods or services; the employee is typically expected to assist in education, and apply moderate closing efforts.
Security
Security workers occupy an array of positions both public and private sectors such as various types of police officers, private security guards, corrections guards, animal control officers, bridge and lock tenders, etc. They must be observant, willing to take direction and follow policies and procedures, and able to communicate effectively with the public as well as their supervisors and co-workers. Police and other public officers must be able to enforce the law; all security workers must be able to respond to emergencies, protect people and property, and give aid as needed.
Supervisor (Supervisory)
Positions that involve the direct supervision and direction of others; examples of position titles include supervisor, group lead, director, manager, team lead.
Teacher
Perform duties that are instructional in nature or deliver direct services to students. Positions in this category do not always involve the actual development of curriculum. These positions are to provide consistent delivery of a curriculum to the students and then measure comprehension.
Technical Writer
Technical writers draft and edit materials such as equipment manuals or operating and maintenance instructions. The writer must be able to employ various styles in order to tailor the manual to the skill level of the expected reader. In addition to good writing ability, the writer must also be able to communicate both with engineers or other technicians and with sales or customer representatives and describe the product or equipment clearly.
Technology Consultant
Roles that require a high level of technology expertise and the ability to consult with prospects and customers to find solutions to technology related issues. These roles typically have very defined procedures in terms of what solutions have been built to meet the needs of the client, but this role requires the individual to make certain that the solution is tailored to meet the customer's specific needs.
Telemarketing
Positions that require the individual to make outbound calls for the purpose of selling, setting appointments, or getting information.
Warehouse
Positions that require the handling and organizing of goods.
Counselor
Counselors work with individuals, either singly or in groups, to identify and strive to resolve problems in their clients' lives. Counselors specialize in defined areas such as educational, rehabilitation, substance abuse, mental health, etc. and must be able to follow best practices and apply principles of their specialty area. They must be socially perceptive and skilled at listening and empathizing, problem-solving, and communicating with their clients.
Direct Healthcare Support Professional
This position provides direct support including but not limited to emotional support, physical support and monitoring and development of the skills necessary to care for and/or to lead a developmentally disabled individual to more independence.
Direct Healthcare Supervisor
Responsible for the overall operation of assigned service site(s) including staff, budget, compliance with State/Federal regulations or standards of service, and general quality of service to person(s) served in these programs.
Emergency Medical Technician
Emergency medical technicians (EMTs) or paramedics respond to injured or ill individuals in emergency situations. Sound judgment, good problem-solving skills, and ability to make decisions quickly under pressure are essential as they must assess the patient's medical status and administer emergency care. EMTs need to follow the best practices of emergency medical care and have the interpersonal sensitivity and communication skills necessary to care for and comfort the patient.
Healthcare Professional
Registered nurses (RNs) provide direct patient care and oversee and coordinate care provided by lower level staff in both in- and out-patient settings. Most nurses specialize in specific areas and all need to follow standard procedures and best practices of care for various illnesses and injuries in their specialty. Nurses must have sound judgment and decision-making skills plus excellent interpersonal perception and communication skills and be willing to alter their routines to respond to emergencies.
Lab Technician
Positions that require cleaning, processing, sterilizing supplies and equipment within a medical environment. Involves following strict procedures for decontamination of equipment.
Medical Billing
Within a medical environment, verify accuracy of billing data, revise errors, prepare itemized statements, bills, or invoices. In some positions, this may include contacting and communicating directly with customers and/or insurance companies regarding billing and resolve discrepancies in billing records.
Medical Technician
Medical technicians include those who work under the supervision of physicians to provide specialty care, such as radiology, respiratory, dietetic, laboratory, surgical, veterinary technicians, etc. They must follow doctors' orders and specific procedures accurately, observe patients carefully, and report any problems promptly. Technicians who have direct contact with patients need to be socially perceptive and caring, and all need good written and oral communication skills.
Nurse Assistant
Provide basic patient care under direction of nursing staff. Perform duties, such as feed, bathe, dress, groom, or move patients, or change linens.
Pharmacy Aide
Record drugs delivered to the pharmacy, store incoming merchandise, and inform the supervisor of stock needs. May operate cash register and accept prescriptions for filling.
Program Manager
This position oversees delivery of consumer support services for assigned location. Supervises personnel to achieve service, clinical, and financial objectives within the general resource and reimbursement models. Ensure compliance with regulatory requirements through quality assurance activities. Multiple resource and/or reimbursement models may be involved in achieving objectives within broad guidelines.
Back of House
Positions in the kitchen of a restaurant where a great deal of planning is necessary to prepare and follow the day's menu. Prepare and organize ingredients, sauces and other food items that will be necessary to quickly fill orders as they are received. This report is not specifically designed for a Chef position but more for all of the support team in the kitchen that works to prepare the necessary items for the meal.
Bartender
Positions where the employee is filling drink orders for bar customers and/or wait staff, handling take out orders, handling a cash register, keeping the bar area clean, planning and organizing bar supplies and interacting with customers in a friendly manner.
Chef - Head Cook
Positions in the kitchen of a restaurant where a great deal of planning and management is necessary for the preparation of a menu of food items. Direct others and/or personally prepare and organize ingredients, sauces and other food items that will be necessary to quickly fill orders as they are received. Manage kitchen staff to keep the kitchen clean, organized and stocked with appropriate food and ingredients.
General Support
Positions within a restaurant environment which include busboy, food runners as well as some general kitchen support for cleaning and organization. Greeter To greet and manage incoming customers. This position normally entails the management of the reservation book as well as the wait list. Requires coordination of efficient placement of customers in sections of the restaurant.
Restaurant Manager
Responsible for directly managing or overseeing the management of all restaurant staff, vendor orders and deliveries, financial accounting operations for the restaurant and the overall customer experience.
Server
Positions where the employee is directly interacting with a restaurant customer in order to take their food and beverage orders, fulfill those orders, interact with the kitchen to manage the flow of orders, interact with the Bartender for beverage orders, prepare the bill, handle payment, and control the customer experience.
Salon Field Sales
Greet customers and manage appointment book for salon services. This position usually includes the presentation, demonstration and up-selling of products and services. Maintaining the presentation and availability of products in the store.
Salon Front Desk – Retail
Salon Manager
Positions that involve the direct day to day management and direction of salon employees.
Salon Spa Technician
Provide beauty services such as facials, hand treatment, waxing as well as nail care. This may also include the recommendation of products. Titles for this category would include aestheticians and nail techs.
Stylist
Provide beauty services, such as shampooing, cutting, coloring and styling hair. This may also include consulting with the customer about how to care for a particular hair type including the recommendation of certain products.
Assistant Property Manager
Financial and clerical duties including assisting the Property Manager in overseeing the day-to-day operations of a property. The Assistant Property Manager has primary responsibility for the collection and posting of all income due to the property.
Custodial
Cleaning, custodial, light maintenance and other support services. Property Leasing Consultant The Leasing Consultant interacts directly with prospective and current residents to achieve maximum occupancy, acts as the Company's representative by conveying the benefits of the community, is responsible for the leasing process from introduction to the actual occupancy of the resident, and maintains communication throughout the tenancy of the resident.
Property Maintenance Assistant
The Maintenance Assistant is responsible for maintaining the cleanliness and orderliness of the property by cleaning and maintaining the buildings and grounds.
Property Maintenance Supervisor
The Maintenance Supervisor will perform general and/or specialized maintenance and repairs, supervise a team of maintenance technicians and assistants, manage a budget for most cost effective practices, and provide supervision, training and development for assigned associates.
Property Manager
The Property Manager has full responsibility for managing the day-to-day activities at an assigned property which includes: direction and supervision of all staff to achieve the financial and occupancy goals of the complex while maintaining the property in good physical condition and appearance. The Manager is also responsible for implementing policies and procedures, supervising maintenance of building and grounds, performing administrative functions and monitoring the performance of vendors and contractors.
Academic Clerical
Administrative and clerical positions found in academic environments; usually more structured in nature and slower paced than what you might find in a growing corporate environment; usually dealing with more routine issues versus those that would require fast or complex problem solving ability.
Administrative
Positions that are more senior in nature dealing with coordination of activities, juggling many different activities at once as well as handling confrontation found in more senior administrative roles; position titles would include executive secretary, executive administrative assistant, executive assistant, etc.
Collector
Positions where the employee is attempting to negotiate and/or motivate the customer to pay a debt; in most cases, it requires a combination of “routine” salesmanship and assertiveness rather than aggressiveness; some collector positions may utilize a firm script while others may allow the agent to be flexible with their approach, however, please note that this report was designed for positions that are “not” dealing with highly technical issues or ones that would require a high degree of knowledge or learning speed.
Health Care - Non Clinical I – Professional
Health care administrative type positions that are non-clinical in nature such as executive level administrative assistants and other “professional” and senior level administrative positions; most of these positions involve details, following the Health Insurance Privacy Act and many other regulations.
Health Care - Non Clinical II – Clerical
Health care administrative type positions that are non-clinical in nature such as administrative assistants and other entry level and clerical type administrative positions; most of these positions involve details, following the Health Insurance Privacy Act and many other regulations.
Positions that consist of either making a sales presentation of some kind over the telephone, up-selling a customer who has called in to purchase something or simply solving a problem or providing information for a customer; this particular report focuses on a more “sales” approach to the call versus just a clerical type inbound call center function.
Positions typically within a production or manufacturing environment that involve dealing with safety procedures and routine tasks; this report is designed for high volume staffing situations where time constraints for screening can be a factor.
Outbound Call Center
Positions where the employee calls a customer or a prospect directly; in some cases the rep is expected to persuade the prospect or customer to take some form of action; this could be to make a purchase, to agree to an appointment for a face-to-face presentation of some kind, to participate in a marketing survey or to agree to some other action; this particular report is focused on a “sales” approach to the call versus just simply providing information to the prospect.
Solution Sales
Sales positions that deal with solutions and conceptual products or services rather than more tangible items; usually a “consulting” type of sales process where the rep must adapt rather than follow a script; usually a more complex product or service requiring more extensive training and skill.
Tangible Sales
Sales positions that deal with a product or service that is more tangible and clear versus products or services that are more conceptual in nature; many times, this product or service is sold using scripts rather than a consulting approach; the product or service might be highly technical but the product or service is straight forward in it’s potential benefit to prospects.
Finance Manager
The Finance Manager is responsible for all financial matters within the dealership. This can include budget approval, the supervision of financial projects and risk management.
General Manager
The General Manager is responsible for managing the daily operations of the dealership. This includes being responsible for developing the company's strategy and managing the company's human resources.
Marketing Manager
The Marketing Manager is responsible for developing the marketing strategy, market research and analysis, establishing a good relationship with the media and in general helping the company to achieve sales goals.
Sales Manager
The Sales Manager is responsible for developing the sales plan, developing the sales staff and keeping informed about the local auto market.
Showroom Manager
The Showroom Manager is responsible for the daily maintenance of the showroom and customer reception and satisfaction
Performance
There are many core workplace behavioral traits that transcend most jobs within the organization. This report is designed to be used with current employees for the purpose of helping both the employee and their direct supervisor/manager plan for the employee’s development. The report covers areas such as "Making Presentations", "Working on a Team" and "Taking Direction From Others".
Executive
There are some positions within organizations that are considered to be executive level positions that require the individual to effectively "run the unit or the business" just as someone would run a small business. The individual is ultimately responsible for managing various components of the business or business unit such as dealing with the financial objectives, marketing, sales and management of employees to meet business objectives. This report is designed to help that individual understand the “blind spots” they may have in various components of their role and how to potentially bridge the gap between their strengths and those that are necessary for effectively handling a particular area of the business.
Leadership Self-Development
This report is designed to be used by an individual who wants to explore their own core personality traits and how they affect their leadership style. The report provides tips as to how the individual can develop themselves in a leadership role.
Leadership Identifier
This report is typically used by management to look at internal employees and how their core traits fit within a typical leadership role. The report shows a "Good", "Ok" or "Poor" fit for each of the individual's traits as compared to general leadership traits.
