Defining Job Duties in Navigator OT

Navigator OT is designed to help you understand the risk of classifying an employee as exempt or non-exempt. One of the factors used to determine an employee’s classification is the Duties Test, which examines an employee’s job duties. To make using Navigator OT more efficient for you, we wanted to provide you with some insight regarding the job duty information you will need as you work through the questionnaire.

First, determine the employee’s 3-5 most important job duties:

• Choose the job duties as if you were drafting a job description
• Select the job duties the employee spends the most time doing
• You can view more information about the job duties listed on the questionnaire by clicking on the job duty

Approximate the percentage of time the employee spends performing each job duty each week:

• The questionnaire keeps a running total of the percentages entered to make sure you don’t exceed 100%
• Keep in mind that having a total time of less than 50% can cause the classification to default to non-exempt in some states
• If you find yourself selecting less than 5%, make sure you’re not selecting too many job duties

• Not every duty an employee performs is of equal importance
• A job duty that takes up to 40% of an employee’s time can be of lesser importance

Examine the employee’s authority for each job duty:

• The authority is based on how much a manager overrules the employee’s decisions or recommendations
• The more a manager overrules, the closer the authority is to “never followed”

Click here to access a one sheet guide about defining job duties in Navigator OT.

If you have questions about Navigator OT, we invite you to sign up for our Live Open Office Hours. You can also contact us at support@compliancehr.com.