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Report Descriptions
 


Administrative
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(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.

Bank Teller
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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
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Handle cash registers, customer interaction, product or service returns, daily paperwork, questions from customers. Responsible for accuracy of daily cash drawer according to cash, credit card, returns, exchanges, etc.

Construction
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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

Creative Writer
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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
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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
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Positions that require the accurate entry of information into computer systems. Positions will usually also entail the review, reporting and correction of erroneous information.

Driver
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Positions involving an automobile, van or truck either for route or long-haul driving to deliver and/or pick up goods.

Engineering - Professional
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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
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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.

Executive Management
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Positions that involve the direct supervision and direction of others; examples of position titles include supervisor, group lead and team lead.

Financial
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(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
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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
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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
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Positions that require the individual to work directly with patients; position titles include, nurse, home care technician, etc.

Hospitality
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Positions where the employee interacts directly with guests; positions titles include banquet food service, front-desk, concierge, maid, etc.

Human Resources
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Positions that involve working with employee/personnel issues, employment policies and procedures and planning

Inbound Call Center
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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 Information Technology
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Positions involving tasks such as programming, network support, and troubleshooting IT problems.

Light Industrial
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Positions within production and manufacturing environments that typically require the individual to follow a process and safety procedures.

Maintenance Technician
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Positions that involve the maintenance, repair and installation of internal machinery and equipment; examples of positions titles include service technician.

Outbound Call Center
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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
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Positions that require prospecting, closing, and account management.

Project Manager
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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.

Retail Clerk
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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
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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.

Supervisor
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(Supervisory) Positions that involve the direct supervision and direction of others; examples of position titles include supervisor, group lead, director, manager, team lead.

Teacher
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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.

Telemarketing
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Positions that require the individual to make outbound calls for the purpose of selling, setting appointments, or getting information

Warehouse
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Positions that require the handling and organizing of goods.

Other (General)
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Positions that are unique and not currently covered with the generic job category templates provided.

Other Available Reports
Leadership Self-Development

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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
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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.

How To Choose Your Next Employer
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This report is designed to be used by an individual who wants to explore their own core personality traits and how they affect their career choices. This report also provides specific questions for the individual to ask their prospective employer to make sure the environment and job fits their core traits.

Performance Clues
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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 Clues
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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. The report covers areas such as "Managing Employees" and "Planning and Vision"