Job Classification Tool

Modified on Tue, 02 Apr 2024 at 11:38 AM

Updated in real-time to reflect current laws and regulations, allowing you and your team to develop an exclusive risk assessment based on award-winning compliance resources and insight from leading legal experts. Leverage the classification tool to get an exemption-by-exemption analysis of an employee or a job.

Follow the steps to learn how to create and manage your Job Classifications.

Step 1

Federal or California

The first time you access the Job Classification and FLSA Audit Tool, you will be asked if you want to create a Federal or California version.

California: If you are located in CA, California will cover both CA and federal.

Federal: Use if you are located in any state other than CA.

Step 2

Start / Continue Job Classification

The Dashboard is where you will start the Job Classification.

Click BEGIN FLSA JOB CLASSIFICATION (example shown in the left image) if you are starting a Job Classification for the first time.

Click COMPLETE FLSA JOB CLASSIFICATION (example shown in the right image) if you are coming back to complete or conduct a new Job Classification.

Step 3

Interview Questions

When conducting a Job Classification, you’ll start the process by answering a series of questions specific to your company.

On the left-hand side of the page, you'll see a list of sections within the interview process. The section highlighted in orange represents the section you are currently in.
You can also click on sections that you have previously completed. You will find these sections highlighted in light blue.
As you answer questions, you'll see the percentage complete graphic at the top of the page, showing you what percentage you’ve already completed within the interview process.
Throughout the interview process, there will be underlined words. Clicking on the underlined word will provide you with a detailed explanation of that word.
After answering the given question, click SAVE & CONTINUE to proceed to the next question. At any point within the interview process, you can click SAVE & RETURN LATER if you would like to save the answers you have already submitted and return to the audit at another time.
During the interview process, you also have the option to go back to previously answered questions by clicking BACK.

Note: Do not use your browser back button while you are in the tool. The browser back button is usually located in the top left corner of your Internet browser window. Pressing the back button during the interview process may cause a system error. Please use the tool’s internal navigation buttons located below each question.

Step 4

Review Answers

After answering all the interview questions, you will be directed to page that displays the following:

On the left-hand side of the page, you'll see a list of sections you completed.
You can click on a title to navigate back to the question related to that section.
The Answer column will show you the answers you provided for each question. You may notice there are some answers that are blank. These questions were skipped and were not applicable, based on the answers to the previous questions.
If you need to go back to a question to change the answer, click Modify.
During this stage, we will continue to show underlined words, in case you need a detailed explanation of that word.
Click COMPLETE once you are done reviewing all your answers.

Step 5

Classification Report

After a Job Classification is complete, a Classification report will be generated. Within this report, you will find the following:

Exemption Classification with further insight and guidance related to classification questions and answers.
All your questions and answers will be displayed so you can refer back to them if needed.