Job Specifications

Class Code:




Date Originated:


Date Revised:

    2/19, 5/19




Under general direction, is responsible for supervision, coordination, and oversight of Laboratory Assistant/Phlebotomists; monitors and coordinates breaks for other lab assistants; trouble shoots and problem solves errors within various lab related record systems; performs venipuncture and specified tests to obtain specimens; receives specimens, reviews specimen labeling, checks condition of specimens; processes and distributes collected specimens; performs clerical work; and performs other duties as required.



This single class position is the supervisory level in the Laboratory Assistant/Phlebotomist series. Incumbents in this classification supervise and evaluate the work of Laboratory Assistant/Phlebotomist while also providing direct services to clients. This classification requires an advanced level of professional knowledge in laboratory operations. The Supervising Laboratory Assistant/Phlebotomist differs from the lower level classification of Laboratory Assistant/Phlebotomist in that the latter spends the majority of time obtaining specimens while the Senior Laboratory Assistant/Phlebotomist provides direct supervision over the former and spends time coordinating error resolution with various lab record systems in addition to other duties.  The Senior Laboratory Assistant/Phlebotomist works more independently and at a higher level of proficiency than the journey level Laboratory Assistant/Phlebotomist.



         Supervise, train, and evaluate Laboratory Assistant/Phlebotomists;

         Coordinate error resolution with various lab record systems;

         Track and gather information on quality assurance;

         Perform venipuncture and finger sticks on patients of varied ages who may be carriers of infectious agents, or who may be hostile or unstable;

         Receive specimens from patients and staff, check for condition and necessary information, and distribute specimen to the appropriate staff;

         Operate centrifuge to spin blood;

         Greet patients and obtain information such as fasting times, medication and insurance;

         Insure that paper test requisitions have all required information;

         Insure that laboratory procedures and policies are adhered to daily;

         Maintain a clean, well-stocked phlebotomy room;

         Enter test information into the computer and search computer files;

         Work with Lab Director and other lab or clinic staff to develop new workflows and processes;

         Coordinate the daily work duties, assignments and breaks of other lab assistants;

         Train new and current employees on routine lab assistant duties;

         Answer phone and direct calls;

         Perform related clerical tasks.




Working knowledge of:

         Phlebotomy techniques and equipment.

         Universal precautions.

         Sterilization requirements and techniques involved in the care and use of equipment.

         Fundamentals of medical laboratory work

         Laboratory equipment and terminology

         Dangers of harmful bacteria and communicable disease

         Basic office procedures and record keeping techniques

Some knowledge of:

         Electronic Medical Records (EMR) system

         Laboratory Information System (LIS)

         Windows 10, Microsoft Office including Outlook, Excel and Word

Ability to:

         Supervise, train, evaluate and motivate assigned Laboratory staff;

         Perform work using the automated Laboratory Information System (LIS), computers and related software

         Provide direction to Laboratory Assistant/Phlebotomist

         Train staff and provide oral and written directions of a technical nature

         Investigate and solve problems with follow-up given to management staff

         Track and gather information on quality assurance

         Obtain adequate blood samples from patients whose veins are difficult to locate, or from patients who may be hostile or unstable.

         Discern when to request assistance in drawing blood.

         Establish and maintain cooperative working relationships.

         Follow oral and written instructions.

         Perform routine clerical work.

         Keep accurate records.

         Prepare standardized reports and forms.

         Move quickly to support a fainting patient or move away from a patient having a seizure.

         Communicate with patients in noisy and quiet environments.

         Perform venipuncture requiring manual dexterity, hand steadiness and balance.

         Maintain awkward body positions, which may cause muscle fatigue.

         Discern colors to determine order of draw, based on color-coded test tubes.

         Apply routine laboratory techniques.

         Enter a variety of data into computer system.

Education and Experience:

Any combination of education and experience, which would provide the required knowledge and abilities, is qualifying, unless otherwise specified. A typical way to obtain these would be:

Two years of full-time experience working in a medical laboratory with duties of the type and level of the Laboratory Assistant/Phlebotomist in the County of Santa Cruz Health Services Agency or related health agency/institution which has provided the required knowledge and training.

Training in supervisory techniques or supervisory experience is highly desirable.

Special Requirements/Conditions:


         Possess and maintain a valid Certified Phlebotomy Technician Certificate issued by the California State Department of Health Services;

         Valid California Class C Driver License at the time of appointment.

Special Working Conditions:

Continuous exposure to: infectious agents which can cause chronic disease or death; allergens and irritants such as latex, talc, soaps, lotions and water which can cause reactions such as dermatitis; chemicals such as bleach, formaldehyde and mineral acids/ bases; and offensive odors such as urine, feces, and vomit.


Bargaining Unit: 41
EEOC Job Category: 03
Occupational Grouping: 45
Workers' Compensation Code: 0290