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F-1, Post Office Accounting Procedures -

 November 1996, Updated by Postal Bulletin Revisions through October 2, 2003


Do you want to know the value of nondenominated stamps? See
Postal Service's Quick Service Guide

 

Pub 275 Post Office Robbery

(July 2003)


 

Stamp release schedules


  USPS Administrative  Decisions (Debt Collection Act & more)
  Automated Postal Centers
  Article 37 Clerk Craft  Questions & Answers
 

Sales and Services Associate (SSA) Training


 

SALES AND SERVICES ASSOCIATE descriptions


Uniforms Information


New Jersey Post Office Trains First Hearing Impaired Window Clerk(6/26/04)
News Articles 
USPS Wants Windows Program to replace POS Software
Reduction in Force
"I have reported to you before on the plan to abolish the window clerks or retail sales clerks, as they are now called and man the windows with PTF clerks. The unassigned regulars produced by this move will, for the most part, be assigned to tour one. The plan will produce a lot of involuntary retirements because most of these people will be very senior employees."
 NAPFE

 

 


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Postal Window Clerks

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Mystery Shopper Results Are In:' Questionable Retail Practices to Change

Sales and Services Associate Exam Q & A

USPS Letter on Mystery Shopper Evaluations

To All Window Clerks

HAZMAT
Changes in the F-1 331 Cash Reserves Polo shirts for Retail Clerks
Window Training Suspended  HAZMAT Question:

 


U.S. Postal Service Selects NCR for Hardware Technology Refresh

NCR workstations to be installed at 16,000-plus post offices utilizing NCR POS ONE software platform

July 7, 2008

NCR RealPOS 80XRT POS WorkstationDAYTON, Ohio –The U.S. Postal Service (USPS) has selected NCR Corporation (NYSE: NCR) as the exclusive provider of retail point-of-service (POS) hardware for thousands of postal counters across the United States.

Under the three-year, multimillion-dollar contract, the USPS will install NCR RealPOS™ 80XRT workstations at larger, high-traffic post office locations currently running the NCR POS ONE postal software solution.  This comprehensive solution from NCR, designed to deliver improved operational efficiencies and streamlined customer service, is expected to be installed beginning in the second half of 2008.  NCR will also provide services, including help desk, project management and maintenance.

“This contract is an affirmation of the successful relationship NCR has shared since 1996 with the world’s largest postal service,” said Jim McMullen, president of NCR Government Systems, LLC.  “NCR’s industry-leading solution is delivering dramatic improvements in performance and efficiency, enabling the USPS to better manage expenses while enhancing the customer experience.”

The NCR RealPOS 80XRT is NCR’s most advanced workstation.  Employing next-generation architecture, this device delivers industry-leading power, scalability and systems management capabilities to the point of service.  Coupled with the NCR POS ONE software, NCR’s solution allows the USPS to focus on accommodating customers with faster service and better information during visits to local post offices.


Need to Know: The Postal Service notified the NAPUS National office that the Point-of-Sale (POS) and the Web Box Activity Tracking System (WebBats) will be integrated in August.  Automated Postal Centers (APCs) will also be integrated with WebBats to allow customers to pay their post office box fees from an APC.  (6/22/08)
New Weight Limit for Packages

A new decal prohibiting stamped mail weighing more than 13 ounces from being deposited in collection boxes began appearing this month.

Currently, customers using collection boxes are greeted by a familiar label instructing them to take stamped mail weighing 16 ounces or more to a retail service counter at a Post Office. Starting July 30, that weight limit changes from “16 ounces and over” to “over 13 ounces.”

USPS is distributing a new decal for collection boxes announcing the change. The decal also reminds customers that any mail placed in the collection box that weighs more than 13 ounces and bears only postage stamps as postage will be returned to the sender. The change was made to reflect the threshold between First-Class Mail and Priority Mail as well as for heightened security reasons.

The Postal Service also is eliminating the “Known Customer” designation. That means city carriers and rural carriers as well as contract and delivery service suppliers — highway contract carriers — will no longer be allowed to accept stamped mail weighing more than 13 ounces from a customer or a customer’s mailbox.

Rural carriers and contract and delivery service suppliers will, however, be able to accept mailpieces more than 13 ounces that require a retail transaction and that have a return address matching the point of pickup. (USPS News Link - 7/17/07)


Mystery Shopper Evaluations Should Not Be Used to Discipline Window Clerks - From Gary Kloepfer, National APWU Assistant Maintenance Director : "This is a summary of Arbitrator Michael Wolf’s decision "This is a summary of Arbitrator Michael Wolf’s decision in case C00C-4C-D-05085599. The issue in this case involved the discipline of an employee under the mystery shopper program. The Union took the position that the discipline was improper in light of the Postal Service's position that the Mystery Shopper program was only to be used as a diagnostic tool and not the source for disciplinary action." (9/02/06)


USPS OIG Audit Report (PDF)

Management of Retail Workhours in Relation to Workload -  From January through May 2005, retail managers could not justify approximately 46% of their retail associates' window service workhours in the NY Triboro District. Local postal managers said they did not consider retail counter activities a primary focus and directed their work efforts to the delivery side of operations. The Postal Service is in the process of developing reporting tools to generate exception reports that will rank opportunities to reduce retail workhours, based on actual performance versus earned workhours (8/26/06)


St. Paul Area Local member Dawn EckerAPWU - Finally: The Polo Shirt
Several APWU members made fashion statements at the Clerk Craft Conference, modeling new polo shirts that window clerks will be able to wear starting on Nov. 18. The long- and short-sleeved shirts have been the subject of long and short discussions, tests, and reviews since 2003. Vendors will begin taking orders on these shirts early in October. One of the last issues to be resolved grants retail clerks the right to wear this style any day of the week that the window is open. They can be purchased using the Sales and Service Associate uniform allowance. The cost is expected to be in the $30-$35 range: APWU 18th Biennial Convention News Bulletin #1(8/15/06)
Single Source Solution
In March, the Postal Service finalized a single source for Point-Of-Sale units at retail counters by using only machines manufactured by NCR. When the USPS allowed only three hours of familiarization training for the conversion, the APWU objected, saying that the training was inadequate due to the memorization of the screen, which proved difficult to “unlearn” in a short period of time. While discussions are ongoing, the APWU is encouraging locals to file grievances on any shortages that may be the result of the insufficient training. The American Postal Workers magazine  (7/13/06)

Postal Window Clerks Protect Your Jobs - By Al Ross, APWU Clerk Craft Director, East Bay Area Local #47 - With the Postal Service’s intent to downsize a lot of window clerk positions based on recorded POS-ONE downtime, it is now crucial for all window clerks to start following certain procedures to reflect accurately exactly with function that you are undertaking. Within the POS-ONE system, that are a number of codes that can be used to record what type of operational function you are doing so the system won’t record you on downtime. Downtime is one of the key elements that the Postal Service is using to eliminate, what they consider, excessive Window Clerk positions. Downtime can cause a station that has five clerks to be down sized to 2.5 clerks based on the data that the POS-ONE system records. Therefore, extreme care should be used to accurately record all window clerk functions. (6/14/06)
From NAPUS: " At their chapter convention in St Simons Island, Georgia Postmasters expressed their concerns to a USPS Headquarters representative over the way the Mystery Shopper program was being conducted. Specifically, GA Postmasters echoed the concerns that many of the nation’s Postmasters have on their inability to challenge scores received during Mystery Shopper visits, as well as the quality of some of the procedural requirements. The USPS representative told Postmasters “I hear you” and pledged to check into their concerns." (6/12/06)
New Window Staffing Tool

Postmasters and supervisors now have a new staffing tool to help them better manage and staff their retail windows. 

 “WOS Earned/Actual Staffing Graph” takes the guess work out of how many employees are needed at the retail window throughout the day. With one mouse click, “WOS Earned/Actual Staffing Graph” compares the earned staffing level to the actual staffing level for each 30-minute interval within a business day and recommends the number of employees needed to staff windows at different times of the day. Senior Operations Vice President Bill Galligan calls it the best tool available to field managers to manage their unit.

 So how can you start using it? It’s simple. The report is available in the Retail Data Mart (RDM) in the “Shared Folder” under the “RDM WOS” folder. For instructions and additional details on the tool, follow this link from the Delivery and Retail website: http://blue.usps.gov/delivery/ldc45/improvement/initiative/welcome.htm.

source: USPS (5/3/06)


USPS Revamps Retail Training Program - Rob Strunk, APWU Assistant Director, Clerk Division, released the following memo on USPS’ New Retail Training Program, "The United States Postal Service has instituted a new retail training program wherein the classroom training program has been changed to exclude POS training, which will be solely taught by on-the-job instructors." On the following page are some basic questions and answers about the program. (4/30/06)
New Point of Service software deployment begins

Deployment has begun to transition all USPS Point of Service (POS) systems to the same software.
By the end of July, all POS systems — both NCR and IBM — will run NCR software. Pilot users have turned in positive reports, saying the screens are easier to read, and “end of visit” and closeout procedures are faster. Moscow, ID, Retail Associate Marci Jones says log-on and log-out also are easier. “This makes changing associates on the customer counter for breaks and lunches much faster.” Her advice to new users: “Be patient and follow the prompts on the monitor.” Employees who use IBM terminals are being trained with printed transition guides and instructional video clips. There also are quick reference guides to have on hand at their terminals. There’s onscreen help, too. “The User Interface is very easy to use, and ‘Help’ is only a click away,” says Roebling, NJ, Retail Associate Bruce Kafer, who has used the system for more than four months. Conversion to the NCR software will save USPS more than $100 million over five years — and provide consistent service at all POS sites nationwide.
(4/18/06)
From APWU Executive Vice President

It’s looking like 2006 will be a good year for resolving several long-standing and lingering disputes. I expect four cases that I appealed to arbitration more than 10 years ago to be scheduled for national arbitration in the next few months

Contracting Window Work — In this case, we are contesting situations in which the Postal Service contracted out only the labor in a so-called Contract Postal Unit: The property used is leased to the Postal Service, and the USPS pays all utilities, but the USPS contacts for labor separately through a so-called Contract Postal Unit. Our position is that these duty assignments must be posted to the APWU bargaining unit. Furthermore, the contract employees utilized in these circumstances were employed in lieu of career employees. Our position is supported by the Das awards on “Kelly Girls” and casuals hired in lieu of.  March/April 2006 issue of The American Postal Worker magazine


Management Issues Mandatory Mystery Shopper Scripts
According to Dennis Enderson, President, Denver Metro Area Local APWU, he was recently  provided a copy of a document distributed to window clerks called “Denver Post Office Mystery Shopper Script.” Apparently, management is instructing window clerks to read this script verbatim to each and every postal customer. The script walks the clerk through a process of attempting to persuade the customer to utilize more expensive delivery services and to purchase other postal products. (3/11/06)

From USPS Strategic Transformation Plan 2006-2010

Retail
The Postal Service will continue to focus on standardization to ensure consistency in retail locations. A retail standardization initiative introduced in 2005 will improve employee product knowledge and management of merchandising and promotion. Workload standards developed from the Retail Data Mart Window Operations Survey (WOS) will improve productivity and staffing efficiency. WOS uses retail transaction data to calculate required staffing in half-hour increments. This allows managers to schedule
the right number of counter personnel and optimize cost per retail revenue dollar. In 2006 WOS workload standards will be applied to all 15,000 offices equipped with Point of Service terminals. The Postal Service will also expand its Customer Service model office concept in 2006. This model applies workload standards to manual distribution, dispatch, and other backroom activities in Post Offices.
(12/03/05)


APCs - “Axing Postal Clerks” - USPS Plan to Cut Window Clerk Jobs -  An internal postal management memo, leaked to the APWU but legally obtainable, is hard evidence that Automated Postal Centers (APCs) will be used to try to cut clerk jobs, specifically those of Sales and Service Associates, or window clerks.  At a June 15th management teleconference, the “Pilot APC Project” was announced:    “APCs will be deployed ‘in the counterline’ and will be utilized in much the same way as the automated check-in machines are used at the airport (two or three machines staffed with one person…). For counterlines with 6 retail stations, 2 APCs will be deployed and staffing adjusted accordingly . Article by David Yao, Greater Seattle Local APWU (8/12/05)

Polo Shirt Progress

(This article is published in the January/February 2005 issue of the American Postal Worker magazine.)
After two years of discussions, the inclusion of polo shirts as part of a window clerk’s uniform is nearing reality. Late last year, following discussions with the APWU, management finally authorized polo-type shirts as part of the official uniform program. Details regarding what type of shirt will be authorized and whether all employees in an installation must wear the shirt on specified days were released in November; the shirts will first be worn during the spring at the earliest – uniform manufacturers will need a few months’ lead time to arrive at proper uniform specifications and to be able to guarantee costs and delivery. (12/30/04)

From the July August American Postal Worker: APWU Requests Polo Shirt Program to Go Nationwide-" The pilot polo shirt has been concluded with extremely successful results. Our sales associates love them and the Mystery Shopper scores demonstrate that there is a good reason to make these shirts part of the uniform program." (7/26/04)

Polo Pilot Shirt Program

The pilot program that is testing polo shirts for Sales and Service Associates continues in seven districts throughout the United States. Currently, window clerks are testing the shorts for wear-ability, durability, and comfort. The test concludes in May.

 Several options will be weighed at the conclusion of the test. These options include:

* Expanding the test to other locations;

* Considering other shirts for a test; Including polo shirts in the uniform program.

* We will keep you informed on the progress of the program.

source: American Postal Worker-May/June 2004 pg.21


Polo shirts for Retail Clerks-"The union and management are about to embark on a pilot program at five stations that will permit retail clerks to wear open- collared polo style knit shirts. This is a pilot program the union enthusiastically endorses, because we believe a comfortable window clerk is a better window clerk. We hope it will be a huge success. "The shirts for the pilot will be provided by the APWU and will include the USPS and the APWU logos. The shirts are extremely well made and, because they are union made, you can be union proud to wear them."- American Postal Worker Jan/Feb  2003 pg 17


Q & A: APWU position on deployment and use of Automated Postal Centers

As reported in articles and reports to the Clerk Craft Conference, Automated Postal Centers (APCs) are being deployed throughout the United States. The automated equipment is designed to reduce lines at the windows and provide customers another way to mail items and purchase special services.

The following answers to frequently asked questions present the position of the American Postal Workers Union on the deployment and use of this equipment.


Step 3 Decision: Casuals & Transitional Employees Cannot Work the Window
I have posted (11/30/04) on the Clerk Craft page on 21cpw.com info regarding the postal service's CURRENT position on the use of casuals and TEs on the window.  I believe this info will save many, many thousands of hours for the clerk craft

Brother Haefner:

What came out from our national clerk craft was an e-mail on 11/24/04 from assistant director Rob Strunk to the other craft directors, regional coordinators and NBAs.

It has untold potential for saving work hours for the clerk craft.

"Following a Step 3 settlement from the San Francisco Region, I have had discussions with Rodney Lambson of the USPS Labor Relations regarding whether Casuals and TEs can be assigned to the
window. Management takes the position that casuals and TEs cannot work the window."

And I am proud to say that the Step 3 decision that Rob is referring to is from Glendora, California (California Area Local). One NBA told me that the initial grievances leading to the Step 3 and the other pre-arb settlements - with the "straw that broke the camel's back" citation - were put forth by my appointed business agent David Gordillo. The F-1 Handbook, Section 141 states:

"The postmaster or responsible manager consigns postal funds and accountable paper to other career employees."

The Step 3 and the other pre-arbs from California Area Local state:

"In accord with discussions with the Area office it was agreed Management is to cease and desist assigning cash and/or fixed credits to Casuals. It was also agreed Casuals shall not work in Window
positions."

Regardless of management's many contentions which they felt they would never have to part with, management is bound by the handbookds and manuals which they actually composed, as provided for in Article 19; for example, Handbook DM-901, Section 721.22 with respect to registry, states, "Use only career employees in the registered mail function."

I hope this helps everyone.

Terry Stoller <Stoller4635@verizon.net>
California Area Local
President

According to Denver APWU - "The Postal Service is pursuing plans to establish contract retail services in Hallmark and Office Depot stores across the country. This represents a serious threat to jobs in customer service offices. The APWU will do everything in its power to resist these initiatives. We believe retail services are best performed by genuine postal employees. " (6/22/04)

 

USPS, Hallmark join forces -to offer customers added convenience The Postal Service and Hallmark Gold Crown Stores are teaming up to serve their mutual customers better. Hallmark stores sell cards and gifts. USPS sells stamps and mailing services. Customers can now do their shopping and shipping at the same location. “USPS and Hallmark Gold Crown are highly respected brands that customers know and trust,” said USPS Chief Marketing Officer Anita Bizzotto. “This partnership is about expanding access, increasing customer convenience, and generating new revenue,” — important Transformation Plan strategies. Selected Hallmark Gold Crown stores will offer postage stamps, special services, and package services. Customers can send First-Class Mail and Priority Mail cards, letters, and packages up to 20 pounds. Special services offered include certified mail, insured mail, return receipt, Delivery Confirmation, and Signature Confirmation service. USPS employees collect mail from the stores each day.

(USPS April 2003)


Electronic hand-held measuring device-USPS is seeking information for potential sources to provide a hand-held pen, wand or similar portable device that will be used for determining the length, width, and height as well as the combined length plus girth on parcels that qualify for additional rates and surcharges
 

What You Should Do When Issued A Letter Of Demand

By Cassandra Sharpley, Chief Shop Steward Stations Oakland Ca. #78 APWU Local

 The Preamble of Article 28 of the Collective Bargaining Agreement (CBA) requires management to inform an employee in advance in writing of any money demand, and the demand must include the reasons therefore. The procedures that management must adhere to in order to collect a debt are found in section 462.2 of the Employee and Labor Relations Manual (ELM) and Article 28, Section 4 of the CBA.

 If you are issued a “Letter of Demand”, and believe that you are not in debt to the Postal Service, you should contact your shop steward immediately and file a grievance. If you fail to initiate a timely grievance or the union fails to make a timely appeal, or you receive a partial settlement of your grievance, or your grievance is declared nonarbitrable by an arbitrator, you have a right to petition for a hearing, pursuant to the Debt Collection Act. Sections 452.336 and 462.22 of the ELM provide the procedures an employee should follow when petitioning for a hearing.  If a grievance is initiated and advanced through the grievance-arbitration procedure or a petition has been filed pursuant to the Debt Collection Act, regardless of the amount and type of debt, collection of the debt will be delayed until disposition of the grievance and/or petition has (have) been had, either through settlement or exhaustion of contractual and /or administrative remedies. (Article 28, Section 4 of the CBA)

 If you are issued a Letter of Demand for the recovery of pay that was erroneously paid , you may request a waiver of the debt by submitting a PS Form 3074 in triplicate to the installation head within 3 years immediately following the date on which the erroneous payment of pay was discovered. (Section 437 of the ELM) However, the submission of a Form 3074 does not stay the collection of the debt. (Section 451.6 of the ELM)

 To effect the collection of a debt, management must complete a PS Form 3239 in triplicate, and submit copy 1 to the Postal Service’s Accounting Service Center in Minnesota, copy 2 to Personnel and copy 3 to the employee. (Section 462.5 of the ELM)

 The incorporation of the retail floor stock concept under the Segmented Inventory Accountability (SIA) has virtually eliminated the need to issue window clerks Letters of Demand.


From PostalReporter.com Question & Answer Forum

April 7, 2004
--------------------------------------------------------------------------------
Question : I am a SSA in an office with POS ONE terminals. Is there a certain number of transactions or a formula used to determine how many SSA's should be on the window, or how many hours are needed on the window in a day ?
--------------------------------------------------------------------------------
Answer: PM 21- Yes, a WOS report. Your supervisor can pull this for you. Key thing to remember if your a window clerk is to hit the non transaction button whenever you collect hold mail, answer a question, or do something that does not require a transaction. Its a great report. Of course it must be utilized with some common sence. Have your supervisor check it out for you.
--------------------------------------------------------------------------------
Answer: betz:-Jim, any ssa authorized to consolidate can run the report. make sure your ssa's are entering the nonrevenue transactions--hold mail, passport requests, coa's and parcel pickups, otherwise the report will show you only need 1.1 clerks and not reflect heavy pickup volumes.


Retail Lobby and Employee Observations-Effective February 5, 2004, PS Form 4000-A, Retail Lobby Observation, and PS Form 4000-B, Retail Employee Observation, have been revised. The purpose of a lobby observation is to review the total retail environment. Actions on the lobby observation will result in additional revenue opportunities and increased customer satisfaction. The purpose of the employee observation is to observe interactions between retail associates and customers to determine the level of the employee's sales skills and product knowledge. Both forms have been revised to reflect changes made to the Mystery Shopper Program for FY 04. Both observations should be conducted at least once a month. (source: Postal Bulletin)

Senate Approves Extension for Breast Cancer Research Stamp -The U.S. Senate today (January 22, 2004) voted to authorize the USPS to continue selling the Breast Cancer Research Stamp for at least two more years


Excerpts of a  letter dated 11/14/03 from John W. Dockins Manager Contract Administration

"Business success includes controlling funds through a system of internal controls including controlling revenues........, a Retail Data Mart' Revenue Unit report will .soon be made available. This report will help individual field management spot patterns that are known to Indicate a loss of revenue control. A prototype is attached with column headings that show what a postmaster/manager or supervisor should be monitoring. In addition, a Random Operation Count worksheet is attached. Conducting random counts on a regular basis In accordance with the F-1 is expected to result In retention of more retail revenue."

"Offices will be monitored for progress concerning revenue retention. Those offices that continue. to show a need. for improvement will be visited by an SIA support team made up of Area, District, and Headquarters employees for the purpose of assisting under performing units In gaining control of their revenue."


Mystery Shopper Results Are In:' Questionable Retail Practices to Change

DURING THIS PAST SUMMER, THE POSTAL SERVICE CONTRACTED WITH the Gallup Corporation to survey customers, sales and service associates and supervisors regarding the effectiveness of the Mystery Shopper program. The results are in - there will be changes.

If nothing else was revealed by the survey, it was firmly documented that the American public believes that APWU workers offer professional service. We knew that. A surprising result of the survey, however, is that USPS customers want to know their options and want our sales associates to ask the questions.

The survey also showed that the public wants continued access to the retail postal services upon which it relies. What the public doesn't want is long lines.

 We Do Windows (Well)

In a recent meeting with APWU representatives, postal managers from retail, marketing, and labor relations informed the union that window-staffing practices would be a focus for increasing revenue and customer satisfaction.

Management acknowledged that staffing cuts at retail facilities can hurt the Postal Service and if the USPS wants to "grow the business," increased staffing must be considered. Postal Service managers told us that other products and services are being contemplated as well and cited pilot pro­grams in Miami, Denver and Dallas that have resulted in an increase in revenue and customer satisfaction.

As to the Mystery Shopper program, the methods for scoring window clerks will change.

The survey demonstrated that our sales associates didn't like the program's requirement that made them seem so robotic when asking customers questions. From now on, sales associates can use their own methods of phrasing to meet the requirements of the program. No longer will saying "thank you" be such a rigid requirement - as long as the transaction is closed with some variant on "have a great day" or other acceptable phrase.

The associates will not be obligated to ask the customer the "debit card/credit card" question, and making eye contact with a customer will no longer be a requirement.

The changes to the scoring system will be distributed to all offices and will be provided on the APWU Web site once it becomes available.

Mystery Discipline

Postal management recently issued new instructions to the field regarding discipline under the Mystery Shopper program.

The USPS Manager of Labor Relations and Policies stated in an undated letter to all Area labor rela­tions managers that the program "was implemented to improve the level of customer service and generate revenue by ensuring customers are aware of the numerous postal services available."

The USPS Labor Relations Department instructed managers that localized Mystery Shopper programs should not be used as a basis for discipline or to intimidate APWU-represented employees: "The focus of these local initiatives should concentrate on encouraging positive behaviors."

A copy of this letter can be seen on the Clerk Division page of the APWU Web site (www.apwu.org/departments/ clerk), in the section containing "Infor­mation and Documents."


Localized Mystery
Shopper programs
are not to be used
as a basis for discipline
or to intimidate
APWU-represented
employees.

Agreement Reached on Compromised Exam

The APWU recently reached an agreement regarding sales associates who were in training on or around Aug. 22, when the retail examination was compromised because copies of the qualifying test and/or the answers ,ere made available around the country.

 APWU subject-matter experts have been working with management to formulate a new exam that is to be validated and tested by mid-November. The affected tail associates will be allowed to continue in the hours and days off of the duty assignment that they bid until they receive a chance to take the new test.

 Immediately prior to the test date, those trainees will be given another 40 hours of classroom training. Employees will be allowed to maintain their training materials during this  period, which will be considered an extension of the training on a one-time basis. However, the training materials must be stored at the retail unit; employees will not be allowed to take them home.

The APWU negotiated this agreement to ensure that all our members would be granted a full opportunity to qualify for these important duty assignments. In the meantime, sales associates who have completed training and are working the window will be held accountable for the amount of their fixed credit if they fail to exercise reasonable care in the performance of their duties.

 Unusual Number of Failures

The APWU has initiated a national-level grievance on a previous test that was deployed beginning in late March that resulted in a higher than normal number of trainees failing.

 Although we received a commitment from management that no one was terminated due to this test, the APWU has challenged the training and testing that took place. We have met with dozens of workers who believe the test was flawed, and we have received dozens of completed questionnaires echoing that sentiment.

 Any other members who have not yet come forward and who feel they were impacted by this test should complete the form on the Clerk Craft page on the APWU Web site, ("Sales and Service Test Score Survey," posted July 25, 2003). We will continue to collect the data until the case is heard.

("Questions & Answers" about the retail exam issue are available on the "Information and Documents" page in the Clerk Craft pages at www.apwu.org.)

source: The American Postal Worker Nov/Dec 2003 pg. 24-25


Sales and Services Associate Exam

Questions & Answers

 

The parties understand that the Sales & Services Associate exam (CBT 421) has recently been subject to a security breach. As as result of the breach, the exam and related training have been suspended. Exams taken after close- of- business August 22, 2003 are considered invalid and the score will not be considered for any purposes.

 

This document represents the mutual understanding and agreement of the parties concerning employees who have completed the Sales and Services Associate (SSA) training, however, have not taken the qualifying exam or their exam was invalidated by the suspension.

 

Question: What is the status of the employees who have completed the SSA classroom and on-the-job training, however, due to the pending exam revisions, have not taken the exam or their exam was invalidated by the suspension?

 

Answer: Employees who completed their SSA classroom and on-the-job training, will remain in the window position that they bid and are seeking qualification, however, permanent assignment to the position will be deferred until successful completion of the testing. The employees will continue to perform window duties in the hours of this assignment until the test results are received, provided the employee's on-the-job training rating was acceptable.

 

Question: Will SSA employees who have completed training and are working the window be accountable for the amount of their fixed credit?

 

Answer: Yes. An employee shall be financially liable if the employee does not exercise reasonable care in the performance of duties.

 

Question: Will the employee be entitled to out-of-schedule compensation?

Answer: No. Out of schedule provisions will not apply because this is an extension to the training program.

 

Question: When will the employees be tested?

 

Answer: The employees referenced above will be tested by close of business on November 19, 2003

 

Question: Will employees be entitled to any type of brush- up training?

 

Answer: Yes. Employees will receive 40 hours of classroom training.

 

Question: Will employees be allowed to maintain their training materials during this period?

 

Answer: Yes. This will be considered an extension of the training on a one-time basis but the training materials will be stored at the retail unit and not allowed to be taken home.


____________________

Doug A. Tulino

Manager

Labor Relations Policies

and Programs

___________________

James "Jim" McCarthy

Director, Clerk Division

American Postal Workers Union, AFL-CIO

 
PDF file: Sales and Services Associate Exam Q & A:

September 5, 2003 - This was added late yesterday afternoon about the sales and service window training test. This came from National Headquarters.

Just to keep you informed on this issue, we discussed with management details regarding those employees who are in the middle of training or scheduled for training.

There is no agreement between the parties as of this date. Because  employees must be tested immediately following OJI training, the union must agree with any deviation of that policy. We have sent management a letter outlining  our position absent any agreement. We hope that an agreement can be made but  until we engage in honest and straightforward discussions we will not allow
management to unilaterally establish special rules for these circumstances.
Regarding the issue of the former test and the high amount of failures, we have sent management an information request for the names of those who constructed the test, a copy of the test, names of who validated the test, etc. Management has not responded to our request.

We moved forward with an NLRB charge, and a national grievance. President Burrus has also informed the Inspector General due to the financial and personal waste caused by this examination
.

Note: The inspection service is conducting an investigation.  The delay will be from 7 to 8 weeks before training can begin.


The following letter came from the American Postal Workers Union, National headquarters.

August 28, 2003

The APWU has been notified that the most recent Test 421 for Sales and Service Associates has been compromised due to the answer sheet being published on a internet site.  Therefore, the Postal Service has suspended all retail training until a new test is developed.

The APWU has provided a list of Subject Matter Experts who will participate in the formation of the new test.  Those SME's will work in the test development from September 8th until September 22nd.  The APWU will then make final recommendation of the developed questions in Washington.

Following the final review, the new test will be field tested by Sales and Service Associates in the field.  After this test is validated, the new test will be used which should take place the last week of October.  All employees in window training will have that training suspended after the first week of classroom training.  The issue of whether those in training will receive the full training or brush-up training is yet to be resolved but it is the position of the APWU that full training must be given due to the gap in the training process.

The APWU will notify all locals immediately upon receipt to any change to this problem.

USPS Letter on Mystery Shopper Evaluations

The Mystery Shopper Program was implemented to improve the level of customer service and generate revenue by ensuring customers are aware of the numerous postal services available. The Program consists of lobby evaluations and retail employees observations. AS stated in previous correspondence from the Chief Operations Officer, dated April 30, 2003, the Mystery Shopper evaluations are not be used as as source for disciplinary action

 

Several initiative have arisen throughout the Postal Service that emulate the "Mystery Shopper" program. Once again, discipline should not be the focus of these programs and they should not be used as a method of intimidation. The focus of these local initiatives should concentrate on encouraging positive behaviors. Reviewing scores with employees and explaining why the questions are asked helps employees understand the purpose of the program and their role in improving retail operations. Coaching employees based on observations provides employees a chance to gain additional knowledge that can be applied in the future when performing their duties.

 

A standardized sales skills process was implemented in FY 2000. This process includes supervisory follow-up through ongoing lobby and employee observations, utilizing the PS Form 4000-A for retail lobby observations and the PS Form 4000-B for retail employee observations (both forms can be found in the Postal website blue page under forms). Supervisors should be making independent personal observations of retail associate interaction with customers to ensure they are performing all aspects of their duties. If deficiencies exist coaching  sessions and discussions relating to the employee's responsibilities are needed. if these coaching sessions and discussions fail to provide the desired  behavior  change, then discipline may be appropriate. As with all employee performance observations, however, supervisors should ensure positive performance as well as less than satisfactory performance is recognized. Recognizing good performance can motivate employees and encourage others who are not performing as well.

 

Please share this information wit Labor Relations personnel and Retail Operations personnel. Feel free to contract Cindy M. Wheeler at (202) 268-4356 if you have any questions or need additional information.

 

Doug A. Tulino

Manager

Labor Relations Policies and Programs

PDF file : USPS Letter on Mystery Shopper Evaluations


To All Window Clerks

All Window Clerks, regardless of whether you have individual financial accountability or have shared stock (segmentation) or if you work in a retail store, you should read and do the following:
  1. Scan and enter every sale item, even a one-cent stamp, a single 37 cent stamp, or a retail envelope. Input every item into your POS ONE, IRT, etc., because you never know whether or not that friendly customer is a Postal Inspector. Although you may make your adjustment later, the Postal Inspector doesn't know that. They will immediately suspect that something suspicious is going on. Is your job worth it? INPUT EVERYTHING!