BSBADM502 Manage Meetings Assessment Task 2 AnswersSelection report Panel’s recommendation to Human resources manager To (Delegate): Human Resources ManagerFrom: Principal ConsultantDate: 04-Nov-15Job Title Accounts ManagerSalary $110,000 per annum plus superannuation Location Head OfficeSelection Panel Name PositionChair: Paul Burn Principal ConsultantMember: Helen Sykes Client Services Officer RECOMMENDATION That you approve the selection of Maggie Perez to the above-described vacancy. The panel has sighted satisfactory proof of Maggie Perez’s qualifications. BASIS FOR SHORTLISTING Must meet selection criteria. APPLICANTS NOT GIVEN FURTHER CONSIDERATION APPLICANT NAME Brief Info about Applicant and Basis for not Considering Further 1 Jamie Palms No experience in accounts management, degree in accounting only.2 Philip Baird Working as an Accounts Officer. Appears to be much lower level of work and responsibility. No higher education qualifications.3 Asha Singh Is an Administration Manager with some financial responsibilities – does not have direct experience in accounts management.APPLICANTS SHORTLISTED FOR FURTHER CONSIDERATION:Three applicants were identified for further consideration and assessment by the panel on the merit principle – that is, overall suitability for this vacancy having regard to work history, education and qualifications, experience in related areas at appropriate levels of responsibility, knowledge, and skill and potential for development as verified by appropriate referees. The names of these shortlisted applicants and a summary of their claims and the information gathered about them is set out in a separate section for each applicant in the table below. Summary of the Claims and Information Gathered About Shortlisted Applicants Applicant’s Name: Mr James StrongNotes regarding previous work history, level, experience, education, qualifications:Has a Bachelor of Accounting.Previous job was an Accounts Manager for 3 years.Has just come back from six months break travelling.Has used a wide range of accounting software.Past work history has required him to have high attention to detail and accuracy.No experience in supervising staff as Accounts Manager position was for a small business.Summary of Referee Information:Absolutely ready and recommended for role.Excellent computer skills and knowledge of systems and regularly supports team members.Enthusiastic, very good relations with others in the team, and smart and capable.He is a quick learner and has made an effort to constantly upgrade his skills and knowledge.Applicant Selection Criteria Assessment:Selection Criteria Assessment against each selection criteria RatingDegree in accounting or finance BA (Hons) Accounting 3Proven work experience in accounts management Three years with small business as Accounts ManagerRecently has had break of six months 3 –Advanced computer skills on MS Office, accounting software and databases Discussed software packages used e.g. MYOB, Quickbooks, fully proficient 3Ability to manipulate large amounts of data Yes, used software packages for this as well as excel data sheets. 3Proven knowledge of accounting principles, practices, standards, laws and regulations BA Accounting plus work experience 3High attention to detail and accuracy Showed work samples and discussed practices to ensure accuracy 3Ability to direct and supervise No experience in staff management although worked within a team 2Rating Scale: 3 = Fully Satisfies 2 = Partially Satisfies 1 = Does Not Satisfy (+ and – may be used) General Comments: James is keen to progress his career in accounts management. He is very enthusiastic and has good communication skills. Applicant’s Name: Ms Maggie PerezApplicant’s Address: 2/5 Belmont Gardens VIC 2573. Notes regarding previous work history, level, experience, education, qualifications:Has a Bachelor of Accounting and FinanceCurrently working as an Accounts Manager with large corporationHas used a wide range of accounting softwarePast work history has required her to have high attention to detail and accuracySupervises three staff.Summary of Referee Information:Highly recommended for role.Excellent computer skills and knowledge of systemsCalm manner, high achiever, good team playerWorked with large amounts of data and always accurateShows high attention to detail.Applicant Selection Criteria Assessment:Selection Criteria Assessment against each selection criteria RatingDegree in accounting or finance BA (Hons) Accounting and Finance 3Proven work experience in accounts management Currently working, has had 10 years experience in total. 3 +Advanced computer skills on MS Office, accounting software and databases Discussed software packages used, including commercial and in-house, has also developed excel spreadsheets for use. 3Ability to manipulate large amounts of data Yes, as above. 3Proven knowledge of accounting principles, practices, standards, laws and regulations BA Accounting plus work experience 3High attention to detail and accuracy Talked through procedures for checking data has been entered accurately. 3+Ability to direct and supervise Experience in managing a team 3Rating Scale: 3 = Fully Satisfies 2 = Partially Satisfies 1 = Does Not Satisfy (+ and – may be used) General Comments: Maggie is clearly experienced. Her calm manner would be a plus in what could be a stressful role. Applicant’s Name: Mr Ben JosephApplicant’s Address: 9 Marchmont Terrace, Viewlands VIC 2874. Notes regarding previous work history, level, experience, education, qualifications:Has and Advanced Diploma of AccountingCurrently working as an Accounts Administrator performing most of the required roles of this position.Uses wide range of accounting software, including MYOB, Xero, SageSupervises one staff member.Summary of Referee Information:Ben is a good worker but sometimes lacks initiativeGood knowledge of systemsCommunication skills need improvement, as well as overall management skillsWorked with large amounts of data and always accurateShows attention to detail.Applicant Selection Criteria Assessment:Selection Criteria Assessment against each selection criteria RatingDegree in accounting or finance No degree but has Advanced Diploma 2Proven work experience in accounts management Performs most of roles in current job 3 –Advanced computer skills on MS Office, accounting software and databases Has used many software packages and questions showed was able to compare and contrast them all and say which he thought best depending on organisation type 3Ability to manipulate large amounts of data Yes, as above 3Proven knowledge of accounting principles, practices, standards, laws and regulations Qualification plus experience amounts to proven knowledge 3High attention to detail and accuracy Yes 3Ability to direct and supervise One team member, but unclear from responses that he really knows how to manage. 2Rating Scale: 3 = Fully Satisfies 2 = Partially Satisfies 1 = Does Not Satisfy (+ and – may be used) General Comments: Ben has potential but at this stage does not appear to be ready for the role. COMPARATIVE DISCUSSION AND REASONS FOR RECOMMENDATIONThe preferred candidate, Maggie Perez, has high levels of experience working as an Accounts Manager and is currently employed in a large corporation as an Accounts Manager, In total she has approximately 10 years experience in accounts management. The panel recommends Ms Perez. She has been an excellent performer in her current and previous employment as verified by two referees. She has demonstrated through her performance that she has the required capabilities, and her tertiary qualifications, and her higher level attention to detail and management skills are useful to her in the role. One other applicant, James, has a comparable amount of as an Accounts Manager and referees verified that he is very capable. The panel has no doubt that he is also suitable but felt that the Maggie’s experience in supervising staff made her stand out as the preferred candidate. James appears to have the ability to supervise staff. The other applicantdid not have a higher education qualification as per the qualification requirements of the position although he did have experience in most of the requirements of the position and a high level VET qualification. However, the interview and referee responses showed that he may struggle with managing staff. PANEL RECOMMENDATION:For the reasons detailed above, and based on heroverall suitability having regard to experience, knowledge, skill, qualificationsand potential,Maggie Perezis regarded as the most suitable applicant and is recommended by the selection panel for the role of Accounts Manager. All qualifications, certificates and other requirements for the job such as criminal history checks to verify the applicant’s suitability have been sighted by the selection panel. Signed: Panel Members HUMAN RESOURCES MANAGER APPROVAL:The Human Resources Manager will consider whether the selection process and procedure provided an adequate assessment of the applicants’ suitability, and whether the selection is supportable on the evidence. If the panel’s recommendation is not approved by the Delegate, comment should be provided by the Delegate explaining the reasons. NDORSED/NOT ENDORSED (circle option) Human Resources Manager Date: __ Summary of reasons for endorsing/not endorsing panel’s decision: The Human Resources Manager should provide comment on whether: the recommendation of the selection panel is consistent with the merit principle (i.e. is clearly based on overall suitability having regard to knowledge, skill, experience and qualification, and potential for future development) and supported by evidence and examples including verification from well-placed refereesthe written explanation of the decision is clear, understandable, and well explained in terms of the merit of the selected applicant with specific reference to work history, experience, previous levels, qualifications, skill.
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