WorkKeys Workplace Documents study materials
WorkKeys Workplace Documents study resources

WorkKeys Workplace Documents cheat sheet

WorkKeys Workplace Documents · Keep the key ideas within reach.

Quick reference

Level 3 - Basic Policies, Procedures, and Announcements

  • Level 3 items are answered by locating one or two explicit facts in a short document; the correct choice restates the text rather than inferring from it.

  • "Must" marks a requirement, "may" marks something permitted but not required, and "should" marks a recommendation that carries no penalty.

  • An effective date is the date a rule begins to apply; anything done before that date follows the previous version.

  • In a numbered procedure, steps are performed in ascending order unless a step says otherwise; words like before, after, then, and finally signal sequence.

  • A form field labeled optional may be left blank; a field with no label, or marked required, must be completed before submission.

  • "Immediately" means at the next available moment, not at the next scheduled cycle or reporting period.

  • For a "what should this employee do" item, find the rule that names that person's role and apply it, rather than a general statement in the same notice.

  • Memo headers (TO, FROM, DATE, SUBJECT) identify audience, sender, date, and topic; the operative instruction appears in the body.

Quick reference

Level 4 - Policies, Procedures, and Notices with Multi-Step Procedures

  • Complete steps in the written order unless a step says "simultaneously," "concurrently," or "in any order."

  • "Repeat steps 3–5 until [condition]" is a loop: keep cycling while the condition is unmet, then continue with the step after the loop.

  • "Within X business days" counts weekdays only and excludes weekends and holidays; "within X calendar days" counts every day.

  • A phrase like "up to three per month" sets a maximum, not a target; any number at or below the limit is permitted.

  • "Submit [document] to [office] by [date]" contains three separate facts that questions often test independently.

  • When two documents conflict, the later effective date controls, and a document that names and supersedes a specific section overrides that section.

  • A step placed after "then" or "upon approval" occurs only after the prior approval is granted; it cannot be performed out of order.

  • A routing slip or sign-off block records the order of approvals; a missing signature invalidates the steps that follow it.

Quick reference

Level 5 - Instructional, Policy, Contract, and Legal Documents with Conditionals

  • "Unless" means "if not": "unless approved by a supervisor" bars the action when supervisor approval is absent.

  • "Shall" creates a mandatory duty, "may" grants discretion, and "shall not" or "must not" prohibits the action.

  • In a compound condition, "and" requires every listed element to be met; "or" requires at least one.

  • "Provided that" and "subject to" attach a condition or limit to the main clause, which holds only when that condition is satisfied.

  • Apply the general rule first, then remove the cases covered by "except," "excluding," or "other than."

  • A defined term (often capitalized, e.g., "Employee") carries the meaning given in the definitions section, not its everyday meaning.

  • A condition precedent must be satisfied before the related obligation arises; failure to satisfy it suspends the duty.

  • "In the event of" means "if," "prior to" means "before," and "subsequent to" means "after."

Quick reference

Level 6 - Complex Passages with Difficult Vocabulary, Jargon, Acronyms, and Extraneous Details

  • An acronym is normally spelled out at first use in parentheses; later occurrences of the short form refer to the same thing.

  • "Notwithstanding" means "despite" and signals that the clause it introduces overrides a conflicting provision elsewhere.

  • Background, history, and information about unrelated parties do not change the answer; strip them out and read the sentence that states the rule.

  • In a long noun string, read right to left: the final noun is the object and the preceding words modify it.

  • Confirm units before calculating: hours versus days, gross versus net, per-unit versus total.

  • Resolve negatives and double negatives to plain meaning ("not uncommon" = common) before selecting an answer.

  • A table header, including its units, applies to every cell in that column or row.

  • When the document defines a jargon term, that definition outranks the common meaning of the same word.

Quick reference

Level 7 - Very Complex Materials with Undefined Jargon and Unclear Writing

  • For an undefined term, infer meaning from examples, contrasts, or the sentence that immediately follows its first use.

  • When wording is ambiguous, the correct answer is the one requiring the fewest assumptions beyond the printed words.

  • The sentence carrying the obligation, deadline, or prohibition outranks descriptive or background sentences when deciding what to do.

  • Passive constructions leave the doer unnamed; assume the party responsible for running the process must perform the action.

  • Trace an ambiguous "it" or "they" to the nearest preceding noun that fits the verb before acting on the sentence.

  • Extract every number from dense prose into a list before comparing or calculating.

  • If a definition restates its own term, rely on the example or illustration the document supplies instead.

  • When two statements conflict and neither is labeled controlling, the more specific statement and the later signature-block terms govern.