Job Information Package

Employee Portfolio For Management/Excluded, OPSEU & PEGO only CONFIDENTIAL

Part 1 : Personal Information Part 2.1 : Portfolio Résumé Part 2.1.a : PEGO Employee Preferences Part 2.1.b : Geographic Preference (for OPSEU Employees) Part 2.2 : Portfolio Skills Assessment Part 3 : Addendum to Employee Portfolio (for Management/Excluded Employees Only) Part 4 : Displacement Information Record (for OPSEU Employees)

Please note that incomplete packages cannot be processed.

Employee Name

Compensation Group Excluded MCP OPSEU PEGO SMG Ministry Regional Recruitment Centre

Employee Mobility Coordinator Name

Signature Date (yyyy/mm/dd)

Telephone No. (incl. Area Code) Fax No. (incl. Area Code) Email Address

Employees to forward completed portfolio to their Employee Mobility Coordinator / Human Resources Contact

7540-2048 (2008/09) © Queen’s Printer for Ontario, 2009 1 of 29 Employee Portfolio Redeployment Number (EP&S use only)

Part I: Personal Information (To be completed and signed by Regional Recruitment Centre - see Guide)

Last Name First Name Employee WIN ID

Position Title Gender Male Female Position Status Continuous Service Date (yyyy/mm/dd) Surplus Notice Date (yyyy/mm/dd) Full-time Part-time Compensation Group Excluded MCP OPSEU PEGO SMG Job Code Title Job Code Salary (hourly/weekly)

Ministry Regional Recruitment Centre

Branch/Office

Work Location and Street Address Work Phone No. (incl. Area Code)

Home Address Home Phone No. (incl. Area Code)

Reason for Notice (check  one only) Abolition of Position Relocation Divestment/Transfer LTIP Returnee WSIB Returnee Displacement Grievance Settlement Contracting Out

Voluntary Exit Conversion (rpt  full-time) Displaced (no displacement rights) Other Completed by (please print) Position Title

Email Address Phone No. (incl. Area Code) Fax No. (incl. Area Code)

Signature Date (yyyy/mm/dd)

7540-2048 (2008/09) 2 of 29 Employee Portfolio Part 2.1: Portfolio Résumé (To be completed and signed by employee – for help see Guide)

Employee Name

Ministry Branch/Section

Work Address

Employment History: (List most recent employment first) Have you attached personal résumé? Yes No Employer (Ministry, Branch, Section or Company Name and Address)

Position Title

Job Code Title Job Code

Duration From (yyyy/mm/dd): To (yyyy/mm/dd): Status Permanent Temporary Full-time Regular Part-time Key Responsibilities

7540-2048 (2008/09) 3 of 29 Employee Portfolio Part 2.1: Portfolio Résumé (cont’d – for help see Guide)

Employee Name

Work Address

Position Title

Employee Name

Work Address

Position Title

Employee Name

Work Address

Position Title

Employee Name

Ministry

Other Relevant Experience (e.g. volunteer work)

Education and Training (e.g., workshop, on-the-job, continuous learning, courses, degrees, certificates)

Accomplishments / Achievements (e.g., awards, improvements, cost savings, special projects, committee work)

Comments (Please add any additional information which would assist the employment transition process)

7540-2048 (2008/09) 7 of 29 Employee Portfolio For PEGO Employees Only

Part 2.1.a: PEGO Employee Preferences (To be completed and signed by employee – for help see Guide) Employee Name

Ministry

Geographic Preference: (outside 40 km) Note: For cities listed below, you will be considered for vacancies, which occur within a 40-km radius of those cities. For example, if you choose Kitchener, you may be considered for vacancies in Guelph and Cambridge.

For Direct Assignment purposes, please provide a list For Conditional Assignment purposes, please provide of the cities you are interested in. a list of the cities you are interested in.

Preferred city/town (specify) Preferred city/town (specify)

Classification Preference (for Direct Assignment): In addition to vacant PEGO positions in your own classification, do you wish to be considered for vacant PEGO positions at one level below? (For example, if your classification is PBE 08, do you also want to be considered for positions at the PBE 07 level?) Yes No In addition to Voluntary Exit Registry (VER) positions in your own classification, do you wish to be considered for VER's at one level below? Yes No Displacement Preference: Do you wish to be considered for displacement beyond 40 kilometres of your headquarters (ministry only)? Yes No

Employee’s Declaration

I certify that all information regarding me is accurate. I consent to release this information for the Government of Ontario Employment Transition Program use only. Employee Signature Date (yyyy/mm/dd)

Personal information contained on this form is collected under the authority of the PSOA Section 39 for the purpose of administering the OPS Employment Transition Program. For further information, contact your Employee Mobility Coordinator / Human Resources Contact.

7540-2048 (2008/09) 8 of 29 Employee Portfolio For OPSEU Employees Only

Part 2.1.b: Geographic Preference (OPSEU only) (To be completed and signed by employee – for help see Guide) Employee Name

Ministry

Geographic Preference: (outside 40 km) Note: For cities listed below, you will be considered for vacancies, which occur within a 40-km radius of those cities. For example, if you choose Kitchener, you may be considered for vacancies in Guelph and Cambridge.

For Direct Assignment purposes, please provide a list For Conditional Assignment purposes, please provide of the cities you are interested in. a list of the cities you are interested in.

Preferred city/town (specify): Preferred city/town (specify):

Employee’s Declaration

I certify that all information regarding me is accurate. I consent to release this information for the Government of Ontario Employment Transition Program use only. Employee Signature Date (yyyy/mm/dd)

Personal information contained on this form is collected under the authority of the PSOA Section 39 for the purpose of administering the OPS Employment Transition Program. For further information, contact your Employee Mobility Coordinator / Human Resources Contact.

7540-2048 (2008/09) 9 of 29 Employee Portfolio Part 2.2: Portfolio Skills Assessment (To be completed by employee – for help see Guide)

Employee Name

Ministry

Complete this skills assessment with the help of your Employee Mobility Coordinator or career counsellor. When deciding on the skills, think about work, volunteer, and other activities. For example: RECEPTION (OPERATE SINGLE AND MULTI-LINE SYSTEMS) Functional Advanced Provide customer service over the phone   Provide customer service in-person   In this example, the employee has indicated that his/her phone skills are at an Advanced level and that his/her in-person skills are at an Advanced level.

You may check off as many skills as would properly represent your skills and experience, however, you must ensure that the skills you check off below are supported by information contained in your Employee Portfolio Résumé. Additional information may be included at the end of each skills page. Functional Advanced To be able to understand & use the skill in a limited way; To be able to apply knowledge or skill in a variety of ways; Demonstrated working knowledge to perform the function Demonstrated skills and experience to pass-on this knowledge or skill to others (a resource for others)

Skills Functional Advanced Administration Support Reception (Operate Single and Multi-Line Systems) Provide customer service over the phone Provide customer service in-person

Front Counter Provide face-to-face service over the counter

Data Entry Input alpha and/or numeric data into fixed fields on a computer screen Operate Standard Office Equipment Operate & provide basic maintenance on office equipment such as fax machine, photocopier, printer, etc.

Proofread, Check Documents Verify layout of documents Check spelling of documents Check grammar Check punctuation on various documents Filing Arrange manually Organize computerized material in a predetermined order

Taking Minutes Transcribe Take Notes at meetings Distribute

7540-2048 (2008/09) 10 of 29 Employee Portfolio Part 2.2: Portfolio Skills Assessment (cont’d – for help see Guide)

Employee Name

Ministry

Skills Functional Advanced Administration Support (cont’d) Scheduling Arrange accommodations (flight, room etc.) Schedule meetings/appointments

Mail Services Process incoming mail Process outgoing mail

Purchasing Procedures Order supplies Billing Inventory control

Keyboarding (words/minute) / WPM Tested Yes No (keystrokes/hour) / KPH Tested Yes No

Additional Information

Employee Name

Ministry

Skills Functional Advanced Financial Processes Forecasting/Budgeting Provide strategic financial advice Prepare estimates Advise on estimates process

Budget Preparation and Control Prepare budget Consolidate budget Monitor budget

Financial Analysis Provide financial analysis Provide financial evaluation

Accounts Payable Verify claims Verify invoices Disburse funds

Accounts Receivable Receive monies Record monies Deposit monies

Calculations Perform basic arithmetic Determine percentages Determine ratios Determine fractions Determine rates of exchange Bookkeeping Manage financial accounts

Auditing Examine external finance and related accounts for accuracy/discrepancies Examine internal finance and related accounts for accuracy/discrepancies

Funds & Grants Administration Develop/administer accounting procedures for funds and grants Set payment schedules Set financial policies Monitor payment schedules Monitor financial policies

Employee Name

Ministry

Skills Functional Advanced Financial Processes (cont’d) Cash Receive monies Distribute monies Balance monies

Employee Name

Ministry

Skills Functional Advanced Payroll Payroll Transactions Perform payroll transactions through manual system while applying relevant legislation, regulations, agreements and policies to perform transactions, reconciliations Perform payroll transactions through computerized system while applying relevant legislation, regulations, agreements and policies to perform transactions, reconciliations

Payroll Calculations Apply Salary rules (red circle, demotion, Income Tax Act/CPP Act/EI Act) Reconciliation (net/gross pay, T4/T4A balancing) Grievance Administration

Pension Transactions Options Pension plans (judges, factors, collective agreements)

Benefits Billings Leaves Entitlements Drug Cards

Attendance LOA, paid/unpaid payroll implications Reconciliation LARS

Employee Name

Ministry

Skills Functional Advanced Information Technology Systems Analysis/Development Translate business systems requirements into computer systems requirements from analysis and design stages through implementation

Programming/Application Development Perform technical operations, program hardware/software applications Provide consistent, logical and organized documentation of procedures/ standards to ensure systems integrity, security, back-up and data recovery

End-User Systems Support Troubleshoot and resolve technical matters with: hardware applications software applications Troubleshoot and resolve non-technical matters with: hardware applications software applications Write procedures Provide user training

Internet/Intranet Webmaster Plan web pages Develop web pages Design web pages on the Net using web design tools Provide on-going support HTML

Employee Name

Ministry

Skills Functional Advanced Computer Software Word Processing Enter and modify text, using various word processing functions e.g., tables, spell check, graphics, macro, merging to produce various documents

Spreadsheets Input and manipulate data using a computerized spreadsheet Create, modify and use formulas Produce reports

Databases Input/organize a collection of related information Manipulate data Sort data Calculate statistics Produce reports

Calendars/E-Mail Send and receive electronic mail Use electronic schedulers

Graphics Create charts Create graphs Create illustrations for various presentations

Project Management Input/manipulate project software Produce charts, etc.

Internet/Intranet Perform research/searches on the Web

Additional Information (For example, list software packages e.g. Microsoft Office suite, correspondence tracking systems, database applications, project management software)

Employee Name

Ministry

Skills Functional Advanced Operational Maintenance Buildings & Structures Maintain & repair structures such as buildings, storage areas Heating Plumbing and electrical Ventilation Air conditioning Ensuring compliance with building/fire codes

Roads Construction Repair Maintenance of roads (paving, markings, etc)

Grounds Maintenance Maintain grounds (snow removal, grass cutting, etc.)

Waste/Water & Heating/Power Operate/service equipment in a sewage plant Operate/service equipment in a steam plant

General Labourer Perform various jobs not requiring a trade license or certificate

Servicing/Operating Equipment or Vehicles (requiring a license or certification (auto mechanic, electrician, plumber, etc.) Equipment Maintain Repair Operate Vehicles Maintain Repair Operate

Employee Name

Ministry

Skills Functional Advanced Scientific & Technical Laboratory Knowledge of practical procedures for handling, storing, labeling and disposing of test samples Use of universal precautions

Equipment Operate/maintain laboratory equipment – provide a list of equipment

Testing Carry out standard testing procedures Document methods and results Troubleshoot Resolve technical problems

Methods Development Design, implement and evaluate new test methods Provide logical and organized documentation of procedures

Research Projects Lead projects from conception to completion – identify objectives, methodology, resources required, conclusions and evaluation strategy Provide logical and organized report Participate in project

Employee Name

Ministry

Skills Functional Advanced Communication Writing/Editing Compose correspondence Reports Documents Provide proofreading and revision services

Briefing Notes Research Write Recommend action on issues

Presenting Develop presentations Address groups

Training (Design, Facilitation) Develop Design Facilitate Instruct in a classroom setting Instruct one-on-one Interactive

Informing/Advising Provide advice, information Make recommendations Brief others Analyse issues/thoughts Develop strategic approach when providing advice

Employee Name

Ministry

Skills Functional Advanced Managerial Administration Management Program Management Direct/administer a specific operation Risk assessment/management Project Management Lead projects from conception to completion Identify milestones Manage project staff Institutional Management Manage the daily operation of a secure facility Manage the daily operation of a treatment facility

Operational Change Management Manage the development/introduction of a new program Modify an existing program to meet current operational goals Program Analysis Analyse/examine operational requirements and performance measurements, make recommendations

Business Process Reengineering Process redesign Adapt work processes

Planning Operational Planning Determine work programs/activities to meet goals and objectives Business Planning Define your business, resources & priorities Determine how to provide your business Being aware of other programs affected Strategic Planning Determine organization’s mission, goals and objectives

Human Resources Human Resources Management Provide strategic advice Organizational design/development Performance management Succession planning Human Resources Program Support Provide support to the human resources function (recruitment, staff relations, classification, etc.)

Employee Name

Ministry

Skills Functional Advanced Other Records Management Design filing systems Determine retention schedules

Policy Policy Development Write proposals or statements to be adopted as a course of action Lead projects – identify objectives, methodology, resources required, conclusions and evaluation strategy Provide logical/organized reports Policy Analysis Examine/analyse policy proposals and outcomes Make recommendations Cabinet Submissions/MB 20s Prepare submissions/MB 20s Provide advice on business planning and allocations Reviewing/Evaluating Study and assess quantitative information Study and assess qualitative information

Purchasing Requests-for-Proposals/Information Define service Write RFP/Information Establish evaluation criteria Manage the process Contract Management & Relationship Develop Award the contract Provide issues management Administer the process including legal requirements Purchasing Administration Prepare tenders Obtain price quotes Select vendor Enter into contracts

Employee Name

Ministry

Skills Functional Advanced Supervision/Group Leadership Supervision of Staff in a Unionized Environment Hire staff Appraise staff (including recommending merit) Counsel staff Discipline staff (including recommending dismissal) Manage staff

Supervision of Staff in a Non-unionized Environment Hire staff Appraise staff (including recommending merit) Counsel staff Discipline staff (including recommending dismissal) Manage staff

Group Leadership Train Assign work/priorities Check work Provide input into performance appraisals Provide direction to a task force, project or committee

Employee Name

Ministry

Skills Functional Advanced Working with Information and People Interpreting Understand and be able to explain the meaning of rules, legislation, policies, procedures, collective agreements, etc.

Problem Solving/Issues Management Define issue Determine alternatives Recommend/implement solution

Negotiating Determine all sides of a situation Identify issue in disagreement Provide recommendations for resolution Arrive at a mutually acceptable outcome

Counselling Assist, guide and advise clients Assist, guide and advise peers Assist, guide and advise subordinates

Appraising/Evaluating Assess other people’s performance, judging if something needs changing Communicate and recommend changes

Consulting/Co-operating Work in a group, exchange ideas; determine objectives and alternatives Work in a committee/team, exchange ideas; determine objectives and Alternatives

Researching Seek, gather and examine information

Employee Name

Ministry

Skills Functional Advanced Other Skills (Please specify)

Employee Name

Ministry

Skills Language Skills French (Bilingual) – (Check level of Proficiency) Tested Advanced Oral Yes No Written Yes No Superior Oral Yes No Written Yes No

Employee Name

Ministry

Designations / Accreditations / Certificates / Licenses Category Specify

Technical

Scientific

Professional

Engineering

Driver’s (list classes)

Maintenance Services

Correctional Services

Institutional Care

CMA/CGA/CA

First Aid

Employee I certify that the information contained in this assessment is accurate. I consent to the release of this information for the Government of Ontario Employment Transition Program use only.

Employee’s Signature Date (yyyy/mm/dd)

Ministry I have reviewed the information in this assessment with the employee.

Employee Mobility Coordinator Signature Date (yyyy/mm/dd)

Personal information obtained on this form is collected under the authority of the PSOA Section 39 for the purpose of administering the OPS Employment Transition Program. For further information, contact your Employee Mobility Coordinator / Human Resources Contact.

7540-2048 (2008/09) 26 of 29 Employee Portfolio Addendum to the Employee Portfolio Employee Preferences for Direct Assignment

Part 3: For Management/Excluded Employees Only

Employee Name Ministry

Job Code Position No./Department ID

Status Regular Part-time employees only Full-time Regular Part-time Would you like to be considered for full-time positions? Probationary Regular Yes No

For Permanent Assignments For Temporary Assignments (not applied to employees on Recall) Salary Parameter Preference Salary Parameter Preference (Reduce the lower threshold (5% increments) (Reduce the lower threshold (5% increments) -20% -25% -30% Other% -20% -25% -30% Other% Specify Geographic Preferences Specify Geographic Preferences (additional pages may be attached) (additional pages may be attached) 1. 1.

10. 10.

Have you registered your position for “Voluntary Exit”? Yes No Are you currently on an acting assignment? Yes No Position Title Job Code

Job Code Title Start Date of Acting Assignment (yyyy/mm/dd)

Employee Signature Date (yyyy/mm/dd) Employee Mobility Coordinator Signature Date (yyyy/mm/dd)

Personal information obtained on this form is collected under the authority of the PSOA Section 39 for the purpose of administering the OPS Employment Transition Program. For further information, contact your Employee Mobility Coordinator / Human Resources Contact. 7540-2048 (2008/09) 27 of 29 Employee Portfolio Displacement Information Record for OPSEU Employees

Part 4: Employee Information Instructions 1. Return completed form to your Employee Mobility Coordinator / Human Resources Contact 2. Retain a copy for your records. Personal information obtained on this form is collected under the authority of the PSOA Section 39 for the purpose of administering the OPS Employment Transition Program. For further information, contact your Employee Mobility Coordinator / Human Resources Contact. Name Telephone No. (incl. Area Code) Fax No. (incl. Area Code)

Status Continuous Service Date (yyyy/mm/dd) Full-time Part-time Ministry Address (Headquarters)

Do you want to be considered for displacement, within your ministry and beyond 40 kilometres of your headquarters? (20B.4.1.6) Yes No

Position Information

Positions previously held in other ministries (20B.4.1.7)

Have you worked in another ministry (or ministries) prior to working in your current ministry? Yes No If yes, please identify the positions and ministries below (most current date first). Ministry Branch

Location Status Full-time Part-time Temporary Position Title Job Code

Position No./Dept. I.D. Dates From (yyyy/mm/dd): To (yyyy/mm/dd): Ministry Branch

Position No./Dept. I.D. Dates From (yyyy/mm/dd): To (yyyy/mm/dd):

7540-2048 (2008/06) 28 of 29 Employee Portfolio Part 4: Employee Information (cont’d)

Name Telephone No. (incl. Area Code) Fax No. (incl. Area Code)

Status Continuous Service Date (yyyy/mm/dd) Full-time Part-time Ministry Address (Headquarters)

Position Information

Other classes held, same ministry (20B.4.1.5)

Have you held other classes in your home ministry? Yes No If yes, please identify the positions below (most current date first). Branch

Position No./Dept. I.D. Dates From (yyyy/mm/dd): To (yyyy/mm/dd): Branch

Position No./Dept. I.D. Dates From (yyyy/mm/dd): To (yyyy/mm/dd):

Employee Signature Date (yyyy/mm/dd) Employee Mobility Coordinator Signature Date (yyyy/mm/dd)

7540-2048 (2008/06) 29 of 29