Exceptional Allocation Process Flowchart

Process A. Use of Department-Specific Classification Belonging to Another Department

Process B. Exceptional Use of an Established Classification

Process C. Use of a Formerly Restricted Classification

Department	CalHR	Department	CalHR	Department	CalHR

Dept. A wants to use Dept. B’s classification

Dept. Prgm needs Exceptional
Allocation**

Dept. Prgm needs to use formerly restricted classification

Dept. A contacts Dept. B for courtesy permission
(CalHR can overrule decision)

Dept. Prgm, working with Dept. HR., will develop justification to include:
how classification will be used
why the use is exceptional

Dept. RPA is completed

Dept. A submits request to CalHR with STD. 625 package for approval

If denied, Dept. A considers alternatives:
develops new classification
revises existing classification
continue use of current classification
look for another classification

Deny

If approved, Dept. A may use classification. Dept.
A* either:
gets permission to use Dept. B’s list or
develops departmental test for classification

Approve

CalHR reviews/ discusses with Dept. A and Dept. B

CalHR reviews report

CalHR evaluates request

Dept. RPA is completed

Dept. HR internally reviews Exceptional Allocation

Approve

If approved,
P.O. signs STD. 625
with “as delegated by CalHR”
Track/flag position as exceptional
Keep records for CalHR audit (HRQR)
Report to CalHR list of exceptionals

Dept. HR analyzes duties. If duties meet classification allocation/ specification, Dept.

CalHR runs SCO report to review Dept. use of classifications

HR can approve allocation.

Delegated departments may allocate positions without prior CalHR approval to the following classifications:

SSM I (Specialist)***
SSM II (Specialist)***
Data Processing Manager IV
Attorney IV

Dept. Reports to CalHR monthly

* Consult with CalHR
Exams Division

CalHR reviews report

monthly

** use of a classification that does not meet allocation standards or varies from traditional use described in classification specifications

Labor Relations Specialist
Labor Relations Manager I
Labor Relations Manager II
Information Technology Specialist III

***Requires internal 625s per Process B