Key Documents Used for an Allocation Review

  • The employee’s request for a Director’s review
  • The employer’s allocation determination
  • The document prompting the position review by the employer. (Typically, one of the following:
    • Position Review Request Form
    • Position Questionnaire
    • Position Description Form
  • Signed and dated Supervisor Review Section or similar statement from the supervisor or management regarding the assignment of work to a position.
  • Signed and dated Position Description Form for the relevant time period.
  • Relevant job class specifications
  • Organizational Chart
  • Limited number of work examples relevant to the specified time period.

All documentation should be relevant to the specified time period. The time period is usually the six-month period prior to the date the employee requested a position review from the employer.

The Director's designee or investigator will ultimately determine the relevancy.