ABBIE KATZ CASE Assignment 4 60 points

Name _______________________________________

List two laws which could have been violated against Abbie. Briefly answer why to each one. 8 pts

What was Tiffanys accommodation written by her doctor? 2 pts

___________________________________________________________________________

Do you agree with the managers recommendation to put Tiffany off work for the remainder of her pregnancy? Why or Why Not? 4 pts

If Abbie feels her rights have been violated, what enforcement agency is reasonable for investigating discrimination claims? _________ 2 pts

Based on the information provided, what prompted the Human Resources department to complete a job analysis on accounting clerks and then change the salary pay line? 4 pts

List one other reason why an organization would conduct a job analysis. 4 pts

Reviewing the job description of the Senior Accountant position, Abbie and Hunters resumes answer the following question.

Who has the most applicable experience? 4 pts

Assuming we know Abbie is eligible for FMLA (as discussed in Employee Benefits), provide a rating for attendance on her performance evaluation. 4 pts

Attendance 1 2 3 4 5

Unacceptable Needs Improvement Satisfactory Above Average Excellent

Comment on Abbies Attendance: 6 pts

Provide a rating on A0bbies quality of work performed. 2pts

	1 Below Standards	2 Occasionally Below Standards	3 Meets All Standards	4 Exceeds Standards
1. Quality of Work- Consider neatness, thoroughness and accuracy, and the impact of errors on the organization.			.

Why did you select this rating for Abbie? Be specific. 4 pts

What type of performance evaluation rating scales were the examples above? 4 pts

Based on the case and what you can assume are the job responsibilities, write a situational interview question that could be used in interviewing for an accounting clerk position.

4 pts

If Tiffany was rated poorly on Interpersonal Skills/Teamwork and the Accounting Manager then rated her poorly on all other performance factors, what type of rating error did the Accounting Manager commit? 2 pts

Leniency/Strictness

Halo / Horn

Personal Bias

Central Tendency

Find an outside source from salary surveys showing the salary for an accounting clerk in the Detroit geographical location. (Attach your printout of the source data to this paper) 6 pts

Abbie Katz

12345 Northwest Hwy Apt 302

Somewhere, MI 49012

(123) 456-7890

PROFESSIONAL OBJECTIVE:

To obtain an accounting/finance position within a reputable company that will enable me to

utilize my working experience and educational background.

EDUCATION:

Saginaw Valley State University Saginaw, MI 48604

Bachelors of Science in Business Administration, Major: Finance, Minor: Accounting

May 2009

WORK EXPERIENCE:

XOXO Credit Union (January 2010-present)

Accounting Clerk II (August 2011-present)

Process collection notices to vendors.

Post Accounts Payable and Accounts Receivable transactions.

Reconciles monthly bank statements.

Teller / Customer Service Representative (January 2010-August 2011)

I help customers with banking transactions, sell bank products to customers, analyze the

service needs of customer accounts based on transactions, complete bank statement

reconciliations for customers, handle petty cash account within our department.

ABC Trucking Company (August 2009 December 2009)

Accounts Payable / Receivable Coordinator

Prepared weekly checks to vendors from incoming bills that were approved by

department supervisors.

Monitored incoming cash and checks.

Prepared daily bank deposits.

Reconciled monthly bank statements.

Administrative Intern (January 2008 August 2009)

Opened and closed shop three days a week.

Answered main phone line.

Helped customers schedule appointments for service deliveries.

Drove daily bank deposit to local bank.

Assisted accountant input data into the new finance system which was previously

maintained in Microsoft Excel.

AFFLIATIONS:

Volunteer at local animal shelter while in high school and college (2005-2008)

Student member in American Society for Women Accountants (2010 present)

Volunteer assistant treasurer at my church (2013 present)

COMPUTER SKILLS:

Microsoft Office including Excel, Word, Power Point (advanced skills)

REFERENCES AVAILABLE UPON REQUEST

Refrence 1

ABBIE KATZ CASE MGT 323

Abbie Katz is a 28-year old single woman who has a young child and a newborn due in seven months. She has worked her way through school while paying for college with both scholarships and her own money. She held various jobs throughout high school and into college. Abbie grew up in a nice suburban neighborhood with her parents and two siblings. During her teens, she was diagnosed with epilepsy. For years, it was uncontrollable, but when she was nineteen, with new medications her epilepsy has been controlled with her ongoing prescription drugs she is required to take for the rest of her life! She may have a seizure one to three times per year. Abbie receives excellent grades in college and someday plans on becoming a CPA but with a young child she does not have the ability to work in an accounting firm and devote her time in her career and for studies. She is currently working as an accounting clerk at the XOXO Credit Union.

During the last twelve months, Abbie has called off work twice, both times were due to seizures she had and it typically takes her 2-3 days to fully recuperate and regain her strength and overcome headaches she gets with the seizures. The first time she called off it was on the 1st of the month when it is extremely busy within the accounting department. Due to her absence, her manager had to complete a majority of her work that is due by the 5^th of the month, leaving her manager extremely angry. The second time she called off due to a seizure she returned to work the day after it occurred. She was not feeling up to par and noticed that she could not concentrate that well. After doing some of her work, she ended up going home for the remainder of the day and was off for another two days to recuperate.

A month later, Abbie then discovered on the morning she came in last month while not feeling well, she entered some wrong transactions which caused one of credit unions largest business customers to get a delinquent notice. It was for a $100,000 payment that was posted incorrectly. The COO of the business came to the credit union and threatened to close the business accounts. Once again her manager was not happy with Abbie and gave her a disciplinary warning as a result of that error.

Two months later Abbie posted a $20 payment incorrectly to another customers account. Six months after that, she posted a $500 payment to an incorrect business customers account.

Abbies manager is now convinced that it is Abbies pregnancy that is causing her to make all these errors. The manager requires Abbie to take the remainder of her pregnancy off because the company can no longer have errors in the books.

Despite these errors as described, during the same twelve month period, Abbie reconciled all the bank statements each month error free, received two letters of appreciation from business customers who are happy with her quick responsiveness, she successfully trained a new accounting clerk during orientation, and willingly accepts overtime when offered to employees in the department.

Abbie is known for her compassion and well-mannered temper when dealing with customers and other staff. She is liked by most co-workers. Many of her co-workers are supportive to her when she takes some extra breaks throughout the day because they realize she is having a difficult pregnancy and often times they do see her sick throughout the morning.

While Abbie was off work based on her managers requirement, the company discontinued her health insurance because of her inactive status at work. She also learned that she did not receive her annual pay increase that all other co-workers received. Annual raises are based upon individual performance. In addition, she did not receive a 10% pay increase on a new salary scale for accounting clerks. The Human Resources Manager determined the pay for the XOXO Credit Union accounting clerks did not align to those of other credit unions within the geographical location and salary data.

Upon Abbies return from her six week maternity leave, she learns that her manager hires Hunter Kelly to fill the vacancy of a newly created position of Senior Accounting Clerk. This position requires previous work in a credit union and an educational background leading to a Bachelors Degree in Accounting or Finance. Hunter starting salary was 5% more than Abbies current rate.

Obviously, Abbie is very frustrated and is unmotivated to do her best work. She strived to move up within the XOXO Credit Union.

Another employee whose name is Tiffany is an African American female. Tiffany is also an accounting clerk and is very upset with how Abbie has been treated by co-workers. When Tiffany was pregnant six months ago there was little compassion from her co-workers. In addition, the department manager put her off work because Tiffany had a doctors slip stating one of her work restrictions during her last trimester was a ten minute break for every two hours worked. According to the manager, there was too much work during the day to allow all these breaks for the department.

Refrence 2

Senior Accountant

Classification: EXEMPT Salary Grade: 10

Reports To: Vice President of Finance

JOB DESCRIPTION

Summary/Objective The senior accountant position is responsible for serving as a team leader in the finance department and ensuring the department creates accurate and timely financial records for the organization.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Analyzes accounting records prepared by entry level accountants, including financial statements and other financial reports to assess accuracy, completeness and conformance to standards defined within the department.

Works with the VP of Finance on appropriate fiscal strategies for the organization.

Reviews records of accounts to ensure accuracy.

Develops systems for the maintenance of financial records, making use of current technologies.

Creates forms and manuals for accounting and bookkeeping personnel.

Competencies

Financial Management

Collaboration Skills

Ethical Conduct

Thoroughness

Supervisory Responsibility The senior accountant has direct supervisory responsibilities over 5 entry level accountants.

Work Environment This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary. May be required to lift up to 50 lbs.

Position Type and Expected Hours of Work

This is a full time position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed, but the employee must be available during the core work hours of 9:30 a.m. to 3:30 p.m. and must work 37.5 hours each week to maintain full time status.

Travel

No travel is expected for this position.

Required Education and Experience

Bachelors degree in accounting and five years of accounting experience.

Preferred Education and Experience

1. CPA designation.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Refrence 3

Abbie Katz

12345 Northwest Hwy Apt 302

Somewhere, MI 49012

(123) 456-7890

PROFESSIONAL OBJECTIVE:

To obtain an accounting/finance position within a reputable company that will enable me to utilize my working experience and educational background.

EDUCATION:

Saginaw Valley State University Saginaw, MI 48604

Bachelors of Science in Business Administration, Major: Finance, Minor: Accounting

May 2009

WORK EXPERIENCE:

XOXO Credit Union (January 2010-present)

Accounting Clerk II (August 2011-present)

Process collection notices to vendors.

Post Accounts Payable and Accounts Receivable transactions.

Reconciles monthly bank statements.

Teller / Customer Service Representative (January 2010-August 2011)

I help customers with banking transactions, sell bank products to customers, analyze the service needs of customer accounts based on transactions, complete bank statement reconciliations for customers, handle petty cash account within our department.

ABC Trucking Company (August 2009 December 2009)

Accounts Payable / Receivable Coordinator

Prepared weekly checks to vendors from incoming bills that were approved by department supervisors.

Monitored incoming cash and checks.

Prepared daily bank deposits.

Reconciled monthly bank statements.

Administrative Intern (January 2008 August 2009)

Opened and closed shop three days a week.

Answered main phone line.

Helped customers schedule appointments for service deliveries.

Drove daily bank deposit to local bank.

Assisted accountant input data into the new finance system which was previously maintained in Microsoft Excel.

AFFLIATIONS:

Volunteer at local animal shelter while in high school and college (2005-2008)

Student member in American Society for Women Accountants (2010 present)

Volunteer assistant treasurer at my church (2013 present)

COMPUTER SKILLS:

Microsoft Office including Excel, Word, Power Point (advanced skills)

REFERENCES AVAILABLE UPON REQUEST

Refrence 4

HUNTER A. KELLY

2666 WHITE

SOMEWHERE, MI 48123

(989) 125-8798

EXPERIENCE:

2004 present My Credit Union

Accountant I

During the last year, I have been in the Accountant position responsible for preparing journal entries, reconciling accounts, oversee accounts payable and receivables, works with auditors, reconciled and monitored investments.

Account Representative

Contact clients on specific products and services to fulfill financial needs

Oversee client database

Design packages for clients that include, but not limited to, annuities, IRAs, investment rollovers

1997 2004 USA Insurance Company

Finance Agent

Design packages for clients that include, but not limited to, annuities, IRAs, investment rollovers

Ran monthly reports for office on investment amortization schedules

1994 1997 My Bank

Bank Teller

EDUCATION / POST TECHNICAL COURSES:

New Horizons (2005-2007) - Microsoft Word and Excel courses

Delta College (1997) - Associates in Business Administration

SVSU (Current) - Currently pursuing Bachelors in Accounting

HOBBIES:

Softball summer / fall leagues

Assistant Coach for Little League Baseball

REFERENCES:

Kelly Spike My Credit Union (123) 782-2221

Abbey Black Delta College Professor (587) 857-0001

Prance Ruth Banking Branch Manager (215) 777-5201

I want the anwser for all questions