# Presentation: 221540

## ePDS Foundations

## Course Objectives

- Upon completion of this course, you will be able to:
- Describe ePDS functionality.
- Login to ePDS and create and publish a basic position description (PD).
- Create non-basic PDs, e.g., supervisory, research, equipment development, other.
- Make changes to a draft PD.
- Use an active PD to create a new PD or a Statement of Difference PD.
- Copy from the PDM Archives.
- View the PD, Coding Information, and Evaluation Statement.
- Use online support features within ePDS.

**Introduction**

## Course Agenda

*Introduction*
- Module 1: INTRODUCTION TO ePDS
- Module 2: CREATE A PD
- Module 3: CREATE NON-BASIC PDs
- Module 4: ADDITIONAL TOPICS
- Module 5: ePDS HELP
*Summary*

**Introduction**

## ePDS Foundations

**Module 1: INTRODUCTION TO ePDS**

## Module Objectives

- Upon completion of this module, you will:
- Understand the purpose, scope, and benefits of ePDS.
- Be aware of the key features of ePDS.
- Have an awareness of the ePDS functionality and the 5 easy steps for creating a PD.
- Be knowledgeable of the ePDS system roles and permissions.

**Module 1: Introduction to ePDS**

## What is a PD? What is a PD used for?

- A PD is...
- A statement of major duties, responsibilities, and supervisory relations of a given position.
- Formatted to comply with OPM standards of adequacy.
- Including enough information about the work to accurately determine the occupation, grade level, and qualification requirements.
- The official record of the classification of the job.

- A PD is used...
- To determine pay.
- As a recruitment and orientation tool.
- To measure job performance.
- To identify training needs.
- As a placement tool.

**Module 1: Introduction to ePDS**

**Notes:**
What is a PD?
In plain clear language the introduction should tell you where the job is located and its purpose.  By writing duties and factors, the position description tells the employee and the public (PDs are public documents) the work that  is performed, the knowledge required to do the work, how it is supervised,  what guidelines are available, the complexity, scope and effect, contacts and their purpose, and the work setting.   

What is a PD used for?
It determines pay. From assigned duties, a determination is made as to pay plan, title, occupational code, and grade. These in turn set the salary range to be paid.
It is a recruitment and orientation tool. It determines work qualifications, identifies skills, knowledges, aptitudes, and personal characteristics for the job. It is used to inform appointees of their major duties and responsibilities.
It measures job performance. The position description determines critical performance elements which supervisors use with standards to evaluate performance. It also may impact awards and performance based actions.
It identifies training needs. The position description is used for determining an employee’s training requirements, guides preparation of employee development plans, and is used with training needs surveys.
It is used as a placement tool. The position description is used to determine transfer of activities/functions, realignments, and competitive level assignment.

## What is ePDS?

**Module 1: Introduction to ePDS**

## Why is NASA implementing ePDS?

- NASA had the opportunity to:
- Develop a NASA-customized application, with functionality and terminology designed specifically around Agency requirements and the needs of the human resources (HR) and supervisory communities.
- Further streamline and modernize human capital systems to more effectively support Agency missions and to provide improved services to stakeholders and customers.
- With ePDS, NASA has control over the timing and priority of system enhancements.

**Module 1: Introduction to ePDS**

**Notes:**
ePDS is a NASA-designed system.
ePDS was designed by NASA HR Specialists, who defined the system features to address Agency requirements.
ePDS has Agency-built and approved terminology, and all statements are applicable to NASA.
ePDS can integrate with other NASA systems.

## What are the Benefits of ePDS?

- ePDS will help:
- Improve development and consistency of PDs.
- Eliminate duplication through integration with other NASA systems.
- Improve the efficiency of the Agency classification process.
- Improve availability of classification and position information.
- Provide accurate and timely data to NASA's stakeholders and customers.
- Create PDs easily and quickly.
- Provide a capability that facilitates integrated and timely personnel actions.

**Module 1: Introduction to ePDS**

## What is the Scope of ePDS?

| Initial Phase |
| --- |
|   Replace current PDM system.
  Position creation, maintenance, and storage. |
| Future Phases |
|  Integration with other NASA systems.
  Processing personnel actions in WTTS. 
  Competencies from CMS.
  Employee PD access via HCIE Portal.
  Automatic update from FPPS to support reorganizations.
  Recertify PDs.
  System-generated career ladder PDs.
  Ability to select multiple organization codes per PD. |

**The initial focus is to transition from the current system, **
**and to implement additional and more complex functionality in later phases.**

**Module 1: Introduction to ePDS**

## Slide 11

**Notes:**
Talking Points
This looks complex.
This is the long-term plan for ePDS (future phases, future integrations).
The current roll-out includes the items in the shaded area.

## ePDS Key Features

- ePDS is intuitive
- ePDS is simpler to use than PDM.
- 5 easy steps for PD creation.
- Automatically populate PD sections
- ePDS will automatically populate many sections of the PD based on selections made earlier on in the PD creation process.
- Editable text
- ePDS does not have required duty text like PDM, so specific duties are fully editable.
- Factor level text is fully editable.
- Duties in ePDS are entered manually
- PDM Archives and existing PDs are available for reference.

**Module 1: Introduction to ePDS**

## ePDS Key Features (cont.)

- Availability of factor formats
- Research Grade Evaluation Guide (RGEG), Equipment Development Grade Evaluation Guide (EDGEG), and Narrative Evaluation System factor formats are available in ePDS.
- Allows for the evaluation of positions based on the format the PD was written in.
- Automated worksheets
- Associated paperwork, Testing Designation Position (TDP) and Position Designation Record Form 1722 worksheets, are consolidated and automated in ePDS.
- Electronic signatures
- ePDS allows for electronic approval and certification of PDs.

**Module 1: Introduction to ePDS**

## ePDS Key Features (cont.)

- File sharing
- With ePDS, you can share files and spell-check your text.
- Contractor access
- Contractors are able to access ePDS.
- NASA password access
- ePDS uses existing NASA authentication credentials for log-in, such as your Agency User ID (AUID) and NAMS password.
- Extensive online help
- ePDS provides more comprehensive information on individual data fields, e.g., references, links.

**Module 1: Introduction to ePDS**

## Classification Decisions in ePDS

**and the HR Specialist may be required.**

- Use of ePDS requires a basic understanding of classification.
- You will need to make decisions, such as:

- NASA Classification Code
- Grade
- Position Type
- Title
- Introductory Statement

- Specific Duties
- Other/Collateral Duties
- Factor Formats/Levels
- Position Characteristics (e.g., FLSA, TDP, Position Sensitivity, Travel)
- Position Location

**Module 1: Introduction to ePDS**

## How do I log into ePDS?
From the internet, log into this URL: https://epds.nasa.gov.

Click Login on the left menu.

On the next screen enter your Agency User ID and NAMS Password and click Login. 

- From the internet, log into this URL: _[https://](https://epds.nasa.gov/)__[epds.nasa.gov](https://epds.nasa.gov/)_.
- Click Login on the left menu.
- On the next screen enter your Agency User ID and NAMS Password and click Login.

- Overview of ePDS Functionality

**After three unsuccessful login attempts, your account will be locked.**
**Contact your ePDS Center Administrator to unlock your account.**

**Module 1: Introduction to ePDS**

**Notes:**
The URL above is for the ePDS Production environment. For training purposes, we are going to use the ePDS Staging environment.

The Agency User ID and NAMS Password are the same login information for HCIE. If users aren’t sure what their Agency User ID is or what their NAMS Password is, there are links on the ePDS Login page for assistance (links to the Enterprise Directory and to IdMAX).

## Overview of ePDS Functionality (cont.) 

**How do I log into ePDS? (cont.)**
- After you click Login, you will receive an informational screen. Click Accept to acknowledge your agreement with the disclaimer.

**For best results, PC users should use Internet Explorer version 6.0 or higher.**
**MAC users should use Firefox version 2.0 or higher (not Safari).**

**Module 1: Introduction to ePDS**

**Notes:**
You may have to click Accept a couple times during your session within ePDS. It reappears when you click on the HOME or CREATE PD main menu tab.

## Overview of ePDS Functionality (cont.)

- Menu tabs for ePDS functions are located across the top of the screen.
- You can create a PD, run reports, access reference and help documents, review frequently asked questions (FAQs), and submit feedback.

**Module 1: Introduction to ePDS**

**Notes:**
In ePDS you will be able to:
- Start a new PD.
- Resume working on a draft PD.
- Use an existing PD (copy an active/published PD to create a new PD).
- Create a Statement of Difference PD.

Other features:
- Another user can modify a draft you created.
- Information from a Word document (.doc) or Adobe Acrobat (.pdf) can be copied and pasted into a PD in ePDS.

## Overview of ePDS Functionality (cont.)

- This menu will guide you through the **5 easy steps** for creating a PD.
**Occupation** – Identify the type of job, grade, position type, and title.
**Duties** – Describe the major duties and other duties for the position.
**Factors** – Select the factor format for determining the grade level.
**Characteristics** – Identify the characteristics for the position.
**Approval** – Electronically certify and publish the PD.

**Module 1: Introduction to ePDS**

## Overview of System Roles

**Center Admin** *(Authority: Center)*
- Create, modify, delete, and unlock user accounts
- Maintain Center tables
- Create PDs
- Complete supervisory, evaluator, and classifier certification on PDs
- Publish PDs
**Supervisor**
*	**(Authority: Organization/s or Center)*
- Create and review PDs
- Complete supervisory certification on PDs

**Classifier ***(Authority: Center, Delegated Classification Authority)*
- Create and review PDs
- Complete evaluator certification on PDs
- Complete classifier certification (civil servants only) on PDs based on delegated classification authority
- Publish PDs
**PD Developer** *(Authority: Center or Organization/s)*
- Create PDs

**Module 1: Introduction to ePDS**

**Notes:**
The ePDS system roles determine what activities a person can perform in ePDS, as well as the set of data a person has access to in which to perform those activities.

There are four key ePDS system roles at the Center Level:
Center Admin (i.e., Center Administrator)
Classifier
Supervisor
PD Developer

## ePDS System Roles Summary

| 
ePDS System Role | ePDS System Role Responsibilities |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
|  | Create PDs | Complete Supervisory Certification | Complete Evaluator Certification | Complete Classifier Certification | Publish PDs | Maintain User Accounts | Maintain Tables |
| Center Admin |  |  |  |  |  |  |  |
| Classifier |  |  |  |  |  |  |  |
| Supervisor |  |  |  |  |  |  |  |
| PD Developer |  |  |  |  |  |  |  |

**If a user requires access to additional Organizations, the ePDS**
**Center Admin can add the additional Organizations to the user’s ePDS account.**

**Module 1: Introduction to ePDS**

**Notes:**
The ePDS system roles determine what activities a person can perform in ePDS, as well as the set of data a person has access to in which to perform those activities.

There are four key ePDS system roles at the Center Level:
Center Admin (i.e., Center Administrator)
Classifier
Supervisor
PD Developer

## Lesson Check

- Integration with the HCIE Portal is part of the initial ePDS rollout.
- ePDS only has one factor format available.
- Information from the PDM Archives can be copied and pasted into ePDS.
- System roles determine what a user can do and see in ePDS.

- True
- False
- True
- False
- True
- False
- True
- False

**Module 1: Introduction to ePDS**

**Notes:**
Answers
Integration with the HCIE Portal is part of the initial ePDS rollout. -- False, future phase.
ePDS only has one factor format available. -- False, FES, GSSG, RGEG, EDGEG, and Narrative.
Information from the PDM Archives can be copied and pasted into ePDS. -- True.
System roles determine what a user can do and see in ePDS. -- True.

## Debrief

- Key learning points of Module 1:
- ePDS will replace the existing position description system, PDM.
- ePDS is a NASA-designed and developed system that will integrate with other systems.
- ePDS offers improved functionality and capabilities.
- ePDS automates current manual process, e.g., TDP, 1722, signatures.
- Your Agency User ID (AUID) and NAMS password are used to access ePDS.
- The menu screen offers intuitive navigation; creation of a PD is 5 easy steps.
- System roles will determine access to activities and data.

**Module 1: Introduction to ePDS**

## ePDS Foundations

**Module 2: CREATE A PD**

## Module Objectives

- Upon completion of this module, you will:
- Understand the PD process and the 5 steps required for PD creation.
- Be able to create a basic PD in ePDS.
- Be able to view a PD and know the differences among the three PD documents.
- Be able to evaluate, certify, and publish a PD.

**Module 2: Create a PD**

## PD Process Overview

- A new PD is needed:
- To establish a new position.
- If there is a significant change in the major duties, responsibilities, and/or supervisory relationships of a position (e.g., reorganization, new projects).
- The Supervisor may initiate the PD process by:
- Creating a new PD within ePDS.
- Editing a draft PD within ePDS.
- Contacting their HR Office for guidance.
- Contacting their Administrative Officer/POC for assistance.

**Module 2: Create a PD**

## PD Process Overview (cont.)

- PDs are created in ePDS for the following:
- Any new positions created after November 3, 2008.
- Reestablishing old positions.
- Restructuring existing positions.
- Existing PDs that do not require revision may continue to be used for the near future.
- Agency PDs will not be converted into ePDS.
- Over time, they will be manually re-created in ePDS.

**Module 2: Create a PD**

## PD Process – Step 1

**Module 2: Create a PD**

**Notes:**
Walk through the process flow block-by-block, highlighting the color-coded steps. This is Step 1. Occupation information.

Mention that they should contact their HR Office for assistance at any step in the process.

## PD Process – Step 2

**Module 2: Create a PD**

**Notes:**
Walk through the process flow block-by-block, highlighting the color-coded steps. This is Step 2. Duties information.

Mention that they should contact their HR Office for assistance at any step in the process.

## PD Process – Step 3

**Module 2: Create a PD**

**Notes:**
Walk through the process flow block-by-block, highlighting the color-coded steps. This is Step 3. Factors information.

Mention that they should contact their HR Office for assistance at any step in the process.

## PD Process – Step 4

**Module 2: Create a PD**

**Notes:**
Walk through the process flow block-by-block, highlighting the color-coded steps. This is Step 4. Characteristics information.

Mention that they should contact their HR Office for assistance at any step in the process.

## PD Process – Step 5

**Module 2: Create a PD**

**Notes:**
Walk through the process flow block-by-block, highlighting the color-coded steps. This is Step 5. Approval information.

Mention that they should contact their HR Office for assistance at any step in the process.

## ePDS Navigation Tips

- Use Previous Page and Save & Continue to Next Page to navigate instead of the browser’s “back” and “forward” buttons.
- Always click Save** **before navigating away from the current page.
- This is especially important if you use the 5-step menu on the left.
- Every data field has additional information and links in the Help Button. To access the information click       .
- To check for warnings or errors in the PD, click on the progress bar in the toolbar across the top of the screen at any time.

**Module 2: Create a PD**

## ePDS Navigation Tips (cont.)

- To add a note or comment about the PD you are working on, click NOTES in the toolbar across the top of the screen.
- For example: You can use this feature to identify incumbency allocation or to include a message for the Supervisor on edits made to the PD.
- Most data fields have a default value defined. The use of default values helps to minimize the number of “clicks” required for PD creation.
- Some data fields have a drop-down list of options. You can make a choice from the list or select Other and specify your own text.

**Module 2: Create a PD**

## 5 Steps to PD Creation

- You can create PDs in 5 easy steps in ePDS.
- Throughout these 5 steps, multiple roles and multiple people are involved.
- It is important to complete the PD information as completely and accurately as possible.
- You should contact your HR Office for assistance during any step.

**Module 2: Create a PD**

## Step 1. Occupation

- In Step 1. Occupation, you will identify the type of job, the proposed grade level, and the official title for the position.
- Occupation is divided into three sections:
- Job Type
- Position Type
- Position Title

**Module 2: Create a PD**

**Notes:**
Job Type: NASA Class Code, Proposed Grade Level, Proposed Full Performance Level.
Position Type: Supervisor Status, Research Position, Equipment Development Position.
Position Title: NASA Title, Abbreviated NASA Title, OPM Title, Abbreviated OPM Title.

## Step 1. Occupation (cont.)

- Job Type
- NASA Class Codes (NCCs) drive the creation of the PD. This is the first, and most important, step.
- Once you select an NCC, ePDS populates the OPM Series, grade options, and position title** **elements.

**Module 2: Create a PD**

**Notes:**
This is in the Job Type section.

## Step 1. Occupation (cont.)

- Job Type
- Proposed Grade Level and Proposed Full Performance Level are both required fields.
- If the full performance grade is* higher* than the proposed grade, you should create the PD at the full performance grade.
- The proposed grade can not be *higher* than the full performance grade.

**ePDS creates the PD for the Proposed Grade Level, **
**even if the Proposed Full Performance Level is a higher grade.**

**Module 2: Create a PD**

**Notes:**
This is in the Job Type section.

## Job Type
Options for the Proposed Grade Level and Proposed Full Performance Level:
Select Other when you are picking a grade level for a series that is outside the “normal” grade level for that series.

Select I don’t know when you are not certain of the grade for the position or if you would like the Classifier to determine the appropriate grade for the position based on the major duties you provide.

- Options for the Proposed Grade Level and Proposed Full Performance Level:
- Select Other when you are picking a grade level for a series that is outside the “normal” grade level for that series.
- Select I don’t know when you are not certain of the grade for the position or if you would like the Classifier to determine the appropriate grade for the position based on the major duties you provide.

- Step 1. Occupation (cont.)

**If you select ****Other**** or ****I don’t know****,**
**ePDS will not provide default text for certain data fields.**

**Module 2: Create a PD**

**Notes:**
This is in the Job Type section.

## Step 1. Occupation (cont.)

- Position Title
- ePDS populates the NASA and OPM position titles based on NCC and position type information.
- ePDS contains NASA-approved titles, including NASA abbreviated titles.
- The standardization of titles provides consistency across the Agency.
- The option to edit the title is only available where approved by the NASA classification system (e.g., OPM series 301 and 303).

**Module 2: Create a PD**

**Notes:**
This is in the Position Title section.

## 

Demonstration of 
Step 1. Occupation

- Demonstration of
- Step 1. Occupation

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Step 2. Duties

- In Step 2. Duties, you will describe the major duties as well as other duties assigned for the position.
- Duties are divided into two categories, each with two sections:
- 2a. Major Duties
- Duties & Responsibilities
- Specific Duties
- 2b. Other Duties
- Other Duties
- Collateral Duties

**Module 2: Create a PD**

**Notes:**
Major Duties - Duties & Responsibilities: Introductory Statement.
Major Duties - Specific Duties: Specific Duties.
Other Duties - Other Duties: Other Duties, Safety, Quality, Technology Transfer, Equal Opportunity, Additional Duties.
Other Duties - Collateral Duties: Developmental Programs, Trainee Position, Facility Manager Duties, Contract Responsibilities, Export Control Duties, EO Counselor Duties.

## Step 2a. Major Duties

- Duties & Responsibilities
- In this section, you are asked to write a brief introductory statement describing the major function of the position.
- Introductory statements are not required.
- If you select an AST NCC, the introductory statement will be populated with default text and you will be able to edit the text.
- If you select a non-AST NCC, the introductory statement will be blank.

***Classification Tips:***** **
**How to Write an **
**Introductory Statement**
- The Introductory Statement should
- include the following:
- Where the position is located organizationally.
- The primary purpose of the position in one or two sentences.
- The mission and function of the organization.
- The position’s functional title, if appropriate.

**Module 2: Create a PD**

**Notes:**
This is in the Major Duties category, Duties & Responsibilities section.

## Step 2a. Major Duties (cont.)

**or ePDS will not let you certify and publish.**

- Specific Duties
- A duty statement identifies duties that are expected to recur on a regular basis and will occupy approximately 25% or more of the incumbent’s total duty time.
- At least one specific duty is required.
- As a guideline, you should identify no more than four specific duties (system allows eight).
- Each specific duty has a 1,500 character limit, so avoid putting all specific duties in one duty statement.
- Do not include minor duties, except for the following:
- Include any and all minor duties that are determinant of a qualification requirement, e.g., a special skill or knowledge that is not otherwise captured in the major duties.
- A percentage is required for each specific duty.

**Module 2: Create a PD**

**Notes:**
This is in the Major Duties category, Specific Duties section.

## Step 2a. Major Duties (cont.)

- Specific Duties
- Specific duties are not available for selection from a pre-populated list.
- Resources are available to help you enter specific duties into ePDS.
- Use PDM Archives to access a PDM PD.
- Use an existing PD in ePDS.
- Copy from an existing Word document.
- Create the duties on your own.

***Classification Tips:***** **
**How to Write a Duty Statement**
- A Duty Statement should identify:
- What tasks are performed to carry out a specific duty.
- How the tasks are accomplished (knowledge, skills, abilities, actions, and/or tools used).
- Why the tasks are performed.
- When writing a duty statement, use
- active verbs, be clear and concise,
- and include special requirements.

**Module 2: Create a PD**

**Notes:**
This is in the Major Duties category, Specific Duties section.

## Step 2b. Other Duties

- Other Duties
- Other Duties are not directly related to the primary occupation.
- Examples of Other Duties:
- Safety
- Quality
- Technology Transfer
- Equal Opportunity
- If you select a duty, the associated statement for that duty will be included on the PD.

- Collateral Duties
- Collateral Duties are responsibilities required in addition to the primary responsibilities.
- Examples of Collateral Duties:
- Developmental Programs
- Facility Manager Duties
- Contract Responsibilities
- EO Counselor
- When using the drop-down menus, you can select Other and enter your own text.

**Module 2: Create a PD**

**Notes:**
This is in the Other Duties category, Other Duties and Collateral Duties sections.

## 

Demonstration of 
Step 2. Duties

- Demonstration of
- Step 2. Duties

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Step 3. Factors

- In Step 3. Factors, you will select the format for determining the grade level for the position you are creating, and indicate unique knowledge and skills for the position.
- Specific sections include:
- Evaluation Guide
- Factor Level Relationships for Professional Work
- Knowledge, Skills, and Abilities

**Module 2: Create a PD**

**Notes:**
Factor Evaluation System (FES) - Most commonly used.
General Schedule Supervisory Guide (GSSG) - For supervisory positions, GS-5 through GS-15.
Research Grade Evaluation Guide (RGEG) - For research positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part I - For Product Development Engineering positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part II - For Project Management Engineering positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part III - For Experimental Development positions.
Narrative Evaluation System - Rarely used.

## Step 3. Factors (cont.)

- There are seven factor formats available for selection, based on the format of the PD:
- Factor Evaluation System (FES)
- General Schedule Supervisory Guide (GSSG)
- Research Grade Evaluation Guide (RGEG)
- Equipment Development Grade Evaluation Guide (EDGEG)
- Part I – Product Development Engineering
- Part II – Project Management Engineering
- Part III – Experimental Development
- Narrative Evaluation System

**Module 2: Create a PD**

**Notes:**
Factor Evaluation System (FES) - Most commonly used.
General Schedule Supervisory Guide (GSSG) - For supervisory positions, GS-5 through GS-15.
Research Grade Evaluation Guide (RGEG) - For research positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part I - For Product Development Engineering positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part II - For Project Management Engineering positions.
Equipment Development Grade Evaluation Guide (EDGEG) Part III - For Experimental Development positions.
Narrative Evaluation System - Rarely used.

## Step 3. Factors (cont.)

- ePDS automatically generates a default factor level and text for the Factor Evaluation System (FES) factors based on the NCC and grade level selected during Step 1. Occupation.
- If no default is provided, either no grade was selected or the selected grade falls outside the normal grade level for that series.
- You can edit both the default factor level and text.
- Once edited, you can quickly identify that the default level and/or text was changed, and compare the changed text to the default.
- If the position is AST, default text for an AST Knowledge will populate.
- This field is not editable.

**At least one Position Unique Knowledge is required.**

**Module 2: Create a PD**

**Notes:**
Factor Evaluation System (FES) Factor Format
Default factor levels are based on the Factor Level Relationship Tables as outlined in OPM’s The Classifier’s Handbook.

## Step 3. Factors (cont.)

- Total points for the factor levels must be within the correct range for the grade level.
- If they are not, the total point range will show up in red.
- ePDS saves the factor levels, so if you go back to Step 1. Occupation and change the NCC and/or Proposed Grade Level, the FES factors will *not*** **update to reflect the new position details.
- This ensures that you do not lose any edits you made.
- This means you may not have factors that reflect the correct grade.

**Module 2: Create a PD**

**Notes:**
Factor Evaluation System (FES) Factor Format

## Step 3. Factors (cont.)

- If you change the grade level, for ePDS to automatically update the FES factors, you need to remove the record.
- To do this, click the Delete icon and then re-select FES.
- ePDS will refresh the factor levels and text based on the updated position information.
- You can also manually change the factors to reflect the grade, as ePDS will highlight that the default level has been changed.
- Clicking on (Default level changed) will show you the default factors for the new grade (Default template field), as well as the default factors for the original grade (User Text field).

**Module 2: Create a PD**

**Notes:**
Factor Evaluation System (FES) Factor Format

## 

Demonstration of 
Step 3. Factors

- Demonstration of
- Step 3. Factors

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Step 4. Characteristics

- In Step 4. Characteristics you will identify the characteristics for the position.
- Characteristics is divided into four sections.
- Position Characteristics
- Position Requirements
- Position Sensitivity and TDP
- Other

**Module 2: Create a PD**

**Notes:**
Position Characteristics: Reason for PD, Replaces PD, Appointment Type, Position Status, OPM Functional Code, Competitive Level, Fair Labor Standards Act (FLSA) Designation, Supervisor Status, Supervisor Level.
Position Requirements: Language Requirements, Licenses & Certifications, Medical Exams Required, Firearm Usage.
Position Sensitivity & TDP: NASA Position Designation Record Form 1722, Testing Designated Position.
Other: Travel Requirements, Financial Disclosure, Impact of the Person, Incumbency Allocation.

## Step 4. Characteristics (cont.)

- Required position data elements identify additional information that is required to properly code a personnel action, or assist in recruiting the proper candidate for the position.
- The coding information will eventually feed into other NASA systems.
- When using the drop-down menus, you can select Other and enter your own text.
- If you select a position data element, the associated statement will be included on the PD.

**You won’t be able to publish the PD until all the required fields are completed.**

**Module 2: Create a PD**

**Notes:**
Position Characteristics: Reason for PD, Replaces PD, Appointment Type, Position Status, OPM Functional Code, Competitive Level, Fair Labor Standards Act (FLSA) Designation, Supervisor Status, Supervisor Level.
Position Requirements: Language Requirements, Licenses & Certifications, Medical Exams Required, Firearm Usage.
Position Sensitivity & TDP: NASA Position Designation Record Form 1722, Testing Designated Position.
Other: Travel Requirements, Financial Disclosure, Impact of the Person, Incumbency Allocation.

## Step 4. Characteristics (cont.)

| Section | Field | Tip |
| --- | --- | --- |
| 

Position Characteristics |  |  Some Centers may not use    this field. Contact your HR    Office for instructions on   how to properly code. |
|  |  |  This field cannot be updated.    It is automatically determined    by the position type selected     in Step 1. Occupation. |
| 
Position Sensitivity &TDP |  |  1722 is automated and    available via ePDS.
 Automatically completes the  TDP once you answer Yes. |

**Module 2: Create a PD**

**Notes:**
Position Characteristics: Reason for PD, Replaces PD, Appointment Type, Position Status, OPM Functional Code, Competitive Level, Fair Labor Standards Act (FLSA) Designation, Supervisor Status, Supervisor Level.
Position Requirements: Language Requirements, Licenses & Certifications, Medical Exams Required, Firearm Usage.
Position Sensitivity & TDP: NASA Position Designation Record Form 1722, Testing Designated Position.
Other: Travel Requirements, Financial Disclosure, Impact of the Person, Incumbency Allocation.

## 

Demonstration of 
Step 4. Characteristics

- Demonstration of
- Step 4. Characteristics

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Step 5. Approval

- In Step 5. Approval** **you will evaluate and electronically certify the position.
- Approval is divided into four sections.
- Position Location
- Supervisory Certification
- Position Evaluation Statement Elements
- Classifier Certification

**Module 2: Create a PD**

**Notes:**
Position Location: Center, Duty Station, Organization Code, Organization Structure, Bargaining Unit Status, Previously Approved for.
Supervisory Certification: Electronic Signature (AUID/NAMS Password).
Position Evaluation Statement Elements: Pay Plan Justification, Series Justification, Grade Justification, Standards used to classify this position, Factor Format Justifications.
Classifier Certification: Electronic Signature (AUID/NAMS Password).

## Step 5. Approval (cont.)

**Supervisor**
- ePDS System Role: Supervisor
- Responsible for:
- Reviewing the PD.
- Electronically signing the PD to certify that it is an accurate statement of major duties and responsibilities of the position and its organizational relationships.

**Classifier**
- ePDS System Role: Classifier (with classification authority)
- Responsible for:
- Reviewing the PD.
- Electronically signing the PD to certify that the position is classified accurately, and meets all NASA and OPM requirements and standards.
- Publishing the PD.

**Evaluator *****(optional)***
- ePDS System Role: Classifier (without classification authority)
- Responsible for:
- Reviewing and evaluating the PD.
- Electronically signing the PD to confirm that the position is classified accurately, and meets all NASA and OPM requirements and standards.

**The Classifier should not certify the PD until it is ready to be published.**

**Module 2: Create a PD**

## Step 5. Approval (cont.)

- Position Location
- You will only see your Center options for:
- Center
- Duty Station
- Organization Code
- Organization Structure
- Bargaining Unit Status
- You cannot select more than one Organization code.
- Options are driven by FPPS data tables to ensure data accuracy and integrity.

**Module 2: Create a PD**

**Notes:**
This is in the Position Location section.

## Step 5. Approval (cont.)

- Supervisory Certification
- Supervisors are responsible for electronically signing the PD to certify that the duties are accurate.
- You should only sign for organizations for which you have access.
- You only need to sign once, even if changes are made by the Classifier.
- You should not sign until Specific Duties are entered and add up to 100% (Step 2. Duties) and until the Position Location information is completed (Step 5. Approval).

**Module 2: Create a PD**

**Notes:**
This is in the Supervisory Certification section.

Position Location information is: Center, Duty Station, Organization Code, Organization Structure, Bargaining Unit Status

## Step 5. Approval (cont.)

- Position Evaluation Statement Elements
- The Evaluation Statement will be formatted based on the format the PD was created in.
- Standards will be automatically selected for those factor formats accessed during Step 3. Factors.
- Classifier may select/deselect standards based on which OPM standards were used to classify the PD.
- Classifier may add notes to specific levels for each factor format selected, justifying the factor level.
- Classifier may add justification for pay plan, series, and/or grade.

**Module 2: Create a PD**

**Notes:**
This is in the Position Evaluation Statement Elements section.

## Step 5. Approval (cont.)

**Evaluation Statement Requirements**
- Per NASA Procedural Requirements (NPR), documentation of
- the judgments made for the classification of certain categories
- of positions is required for:
- Supervisory positions.
- Positions that exceed the published grade-level criteria in the governing standard.
- Positions for which there are no specific published grade-level criteria (e.g., GS-301, GS-341).
- Positions whose classifications reflect in some measure the impact of the incumbent on the position.
- Positions that are borderline GS/FWS.

**Module 2: Create a PD**

**Notes:**
This is in the Position Evaluation Statement Elements section.

## Step 5. Approval (cont.)

- Classifier Certification
**Evaluator:** HR Specialist without classification authority or a Contract Classifier.
**Classifier:** HR Specialist with delegated classification authority for the grade level of the PD.
- Classifier is responsible for ensuring the accuracy of the PD – and that means – **Title**,** Series**,** **and** Grade**.

**Module 2: Create a PD**

**Notes:**
This is in the Classifier Certification section.

## 

Demonstration of 
Step 5. Approval

- Demonstration of
- Step 5. Approval

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Hands-on Lab

- Complete hands-on exercise to create a basic PD.
- Non-Supervisor
- Not a research position
- Not an equipment development position

**Module 2: Create a PD**

**Notes:**
Complete the hands-on exercise and then debrief with the group.

## PD Documents

| PD Document | Description |
| --- | --- |
| Position Description | Documents the major duties, responsibilities, and organizational relationships of a job. It serves as the official record of the classification of the job and is used to make many other personnel decisions. |
| Coding Information | Documents all required position data elements. |
| Evaluation Statement | Documents judgment made for the classification of the position. |

**Module 2: Create a PD**

## PD Documents (cont.)

**Module 2: Create a PD**

## 

Demonstration of 
PD Documents

- Demonstration of
- PD Documents

**Module 2: Create a PD**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Check and Publish a PD

- Selecting Check & Publish allows the Classifier to publish a PD, promoting it from draft PD to active PD.
- The PD should be published immediately after the Classifier certifies it.
- The Classifier will receive a message summarizing any warning/s or error/s on the PD before it is published.

**Module 2: Create a PD**

## Check and Publish a PD (cont.)

- A PD cannot be published until the errors are resolved.
- Once published, a PD number is assigned, following an Agency-wide numbering scheme.
- Current: HQ08B47
- ePDS: 1000001
- Once published, a PD can not be edited, un-published, or deleted.
- SF50 data for active PDs is available via WTTS for the processing of personnel actions and verification of security data.

**The PD number for Active PDs will be different from the Draft PD number.**

**Module 2: Create a PD**

## 

Demonstration of 
Check and Publish a PD

- Demonstration of
- Check and Publish a PD

**Module 2: Create a PD**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Lesson Check

- What are the 5 easy steps for PD creation?
- During which step would you complete the 1722 and TDP worksheets?
- Which step in the three-step approval process is optional?
- Can you see organization codes for other Centers?
- Which PD Document contains the judgment made for the classification of the position?
- Who can publish a PD? When should you publish a PD?

**Module 2: Create a PD**

**Notes:**
Answers
What are the 5 easy steps for PD creation? -- Occupation, Duties, Factors, Characteristics, Approval.
During what step would you complete the 1722 and TDP worksheets? -- Characteristics.
Which step in the three-step approval process is optional? -- Evaluator.
Can you see organization codes for other Centers? -- No, only those Centers you have access to.
Which PD Document contains the judgment made for the classification of the position? -- Evaluation Statement.
Who should publish a PD? -- Classifier.
6. When should you publish a PD? -- Immediately after completing the classifier certification.

## Debrief

- Key learning points of Module 2:
- All new PDs must be created in ePDS.
- Always save when moving through the 5 easy steps to PD creation in ePDS.
- Specific duties are not available for selection from a pre-populate list; however, resources are available to help you enter specific duties into ePDS.
- To check and publish a PD, all required fields must be completed (e.g., position unique knowledge, TPD, 1722, electronic signatures).
- There are three PD documents available in ePDS.
- If you have questions or require assistance, contact your HR Office.

**Module 2: Create a PD**

## ePDS Foundations

**Module 3: CREATE NON-BASIC PDs**

## Module Objectives

- Upon completion of this module, you will:
- Be able to create non-basic PDs in ePDS.
- Supervisory
- Research
- Equipment Development
- Other
- Understand when default text and/or levels are provided by ePDS and when you need to select them.
- Understand the various factor formats and know when and how to use them individually or in combination.

**Module 3: Create Non-Basic PDs**

## Non-Basic PDs

- Team Lead
- Work Lead
- Supervisor CSRA
- Supervisor
- Research
- Equipment Development
- Narrative

**There are a variety of non-basic PDs.**
**Different combinations of position type options can result in a complex PD.**

**Module 3: Create Non-Basic PDs**

## Position Type Options

| Position Type | Title Updates | Specific Duties Update | Recommended Factor Formats | Supervisor Status Updates | Standards Used to Classify |
| --- | --- | --- | --- | --- | --- |
| Team Lead | Yes - Lead | Yes - Team Lead (25%) | FES | Team Lead | FES |
| Work Lead | Yes - Lead | Yes - Work Lead (20%) | FES | Work Lead | FES |
| Supervisor CSRA | No | Yes - Supervisor CSRA (20%) | FES | Supervisor (CSRA) | FES |
| Supervisor | Yes - Supervisory | Yes - Supervisor (25%) | FES & GSSG | Supervisor | FES & GSSG |
| Research | Yes – Research | Yes - Research 5% | FES & RGEG | N/A | FES & RGEG |
| Equipment Development | No | No | FES EDGEG Part I EDGEG Part II EDGEG Part III | N/A | FES
EDGEG Part I EDGEG Part IIEDGEG Part III |

**Module 3: Create Non-Basic PDs**

## Create a Supervisory PD

- In Step 1. Occupation, select Supervisor (Duties 25% or greater) in the Position Type dropdown menu after selecting the NCC.
- ePDS will automatically update the NASA and OPM titles with the Supervisor prefix.
- Supervisory
- Supv

**Module 3: Create Non-Basic PDs**

## Create a Supervisory PD (cont.)

- In Step 2. Duties, ePDS will automatically add default text (generic supervisory statement) for the first specific duty and will default the duty percentage to 25%.
- You can edit the text and increase the percentage.
- If you want to decrease the percentage to less than 25%, you need to go back to Step 1. Occupation and select Supervisor CSRA.

**Module 3: Create Non-Basic PDs**

## Create a Supervisory PD (cont.)

- In Step 3. Factors, ePDS will recommend the FES and General Schedule Supervisory Guide (GSSG) factor formats.
- Remember, ePDS automatically generates a default factor level and text for the FES factors based on the NCC and grade.
- GSSG factor levels default to 1. You have to go through each factor and select the appropriate level. ePDS will provide you with the point range for the proposed grade level.
- Use OPM standards, references, links, and guides for help.

**Module 3: Create Non-Basic PDs**

**Notes:**
The General Schedule Supervisory Guide (GSSG) factor format is available in ePDS. OPM has developed a new supervisory factor format (SPEG). The factor levels will change once the new format is published (anticipated 1Q 2009). ePDS is already coded for these changes when the format comes out.

## Create a Supervisory PD (cont.)

- In** **Step 4. Characteristics, ePDS will automatically update the Supervisor Status to Supervisor.
- To change the Supervisor Status, you must modify the position type selected in Step 1. Occupation.

**Module 3: Create Non-Basic PDs**

## Create a Supervisory PD (cont.)

- In** **Step 5. Approval**, **the Classifier will need to evaluate the FES and GSSG factors, and document any notes and justifications for the Evaluation Statement.

**Module 3: Create Non-Basic PDs**

**Notes:**
Classifier may be HR Specialist with classification authority, HR Specialist without classification authority, or Contract Classifier.

## Demonstration of

- Create a Supervisory PD

**Module 3: Create Non-Basic PDs**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Create a Research PD

- In Step 1. Occupation, select Yes for Research Position under Position Type after selecting the NCC.
- ePDS will automatically update the NASA and OPM titles with the Research prefix.
- Research
- Rsch

**Module 3: Create Non-Basic PDs**

## Create a Research PD (cont.)

- In Step 2. Duties, ePDS will automatically add default text (generic research statement) for the first specific duty and will default the duty percentage to 5%.
- You can edit the text and increase the percentage.

**Module 3: Create Non-Basic PDs**

## Create a Research PD (cont.)

- In Step 3. Factors, ePDS will recommend the FES and Research Grade Evaluation Guide (RGEG) factor formats.
- RGEG factor levels default to A. You have to go through each factor and select the appropriate level.
- ePDS will provide you with the point range for the proposed grade level.
- Use OPM standards, references, links, and guides for help.

**The Research Grade Evaluation Guide (RGEG) factor format is available in ePDS.**

**Module 3: Create Non-Basic PDs**

## Create a Research PD (cont.)

- In** **Step 5. Approval,** **the Classifier will need to evaluate the FES and RGEG factors, and document any notes and justifications for the Evaluation Statement.

**Module 3: Create Non-Basic PDs**

**Notes:**
Classifier may be HR Specialist with classification authority, HR Specialist without classification authority, or Contract Classifier.

## Demonstration of

- Create a Research PD

**Module 3: Create Non-Basic PDs**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Create an Equipment Development PD

- In Step 1. Occupation, after selecting the NCC, select Yes for Equipment Development Position under Position Type.
- The NASA and OPM titles are not updated.

**Module 3: Create Non-Basic PDs**

## In Step 3. Factors, ePDS will recommend the FES and Equipment Development Grade Evaluation Guide (EDGEG) factor formats. 

- In Step 3. Factors, ePDS will recommend the FES and Equipment Development Grade Evaluation Guide (EDGEG) factor formats.

**The Equipment Development Grade Evaluation Guide (EDGEG)**
**factor format is available in ePDS.**

**Module 3: Create Non-Basic PDs**

## EDGEG Part I – Product Development Engineering
Used in grade evaluation of professional engineering positions at GS-11 and above engaged in new equipment development.
EDGEG Part II – Project Management Engineering
Used in grade evaluation of engineers who manage the combined efforts of contractors and Government to accomplish a specific development project.
EDGEG Part III – Experimental Development
Used in grade evaluation of professional engineering and scientific positions at GS-09 and above, where the incumbents personally perform experimental and investigative activities to develop new and improved equipment and to advance technology.

- Used in grade evaluation of professional engineering positions at GS-11 and above engaged in new equipment development.
- EDGEG Part II – Project Management Engineering
- Used in grade evaluation of engineers who manage the combined efforts of contractors and Government to accomplish a specific development project.
- EDGEG Part III – Experimental Development
- Used in grade evaluation of professional engineering and scientific positions at GS-09 and above, where the incumbents personally perform experimental and investigative activities to develop new and improved equipment and to advance technology.

- Create an Equipment Development PD (cont.)

**Module 3: Create Non-Basic PDs**

## For EDGEG Part I 
ePDS automatically generates a default factor level and text based on the grade.
For EDGEG Part II and III 
Factor levels default to A.
You have to go through each factor and select the appropriate level. ePDS will provide you with the point range for the proposed grade level.

- ePDS automatically generates a default factor level and text based on the grade.
- For EDGEG Part II and III
- Factor levels default to A.
- You have to go through each factor and select the appropriate level. ePDS will provide you with the point range for the proposed grade level.

**Use OPM standards, references, links, and formats for help.**

- Create an Equipment Development PD (cont.)

**Module 3: Create Non-Basic PDs**

## In Step 5. Approval, the Classifier will need to evaluate the FES and EDGEG factors and document any notes and justifications for the Evaluation Statement.

- Create an Equipment Development PD (cont.)

**Module 3: Create Non-Basic PDs**

**Notes:**
Classifier may be HR Specialist with classification authority, HR Specialist without classification authority, or Contract Classifier.

## Demonstration of 

- Demonstration of
- Create an Equipment Development PD

**Module 3: Create Non-Basic PDs**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Other Factor Formats

- The Narrative Evaluation System is used to classify Narrative PDs (e.g., GS-303).
- This factor format is very rarely used.
- If selected, you will have to add text for four factors.
- You do not need to edit Factor I. Introduction or Factor 2. Major Duties and Responsibilities, as that information is captured in Step 2. Duties.
- You will need to edit Factor 3. Controls Over the Position and Factor 4. Special Qualification Requirements.
- Use OPM standards, references, links, and formats for help.

**Module 3: Create Non-Basic PDs**

## Other Factor Formats (cont.)

- Multiple Factor Formats
- In some cases, you will need to use multiple factor formats when evaluating a position.
- When ePDS recommends multiple factor formats, you should complete all formats.
- For the formats that do not have a default level, you will have to select the appropriate level.
- Some factor formats will not have default text. In this situation you will have to draft and add text.
- Use OPM standards, references, links, and formats for help.
- Contact your HR Office for additional information and assistance.

**Module 3: Create Non-Basic PDs**

## Lesson Check

- Scenario
- You need to create a position description (PD) in ePDS for a chemist who is a supervisor and performs research work.
- How will ePDS update the title?__________________________________________
- What duties will automatically be added, and at what percentage?__________________________________________
- What factor formats will be recommended? __________________________________________
- What standards will you use to classify the position?__________________________________________

**Module 3: Create Non-Basic PDs**

**Notes:**
Answers
You need to create a position description (PD) in ePDS for a Chemist who is a supervisor and in research. 
How will ePDS update the title? -- Supervisory Research Chemist.
What duties will automatically be added, and at what percentage? -- Supervisor duties (25%) and Research duties (5%).
What factor formats will be recommended? -- FES, GSSG, and RGEG.
What standards will you use to classify the position? -- Depends.

## Debrief

- Key learning points of Module 3:
- Based on the position type:
- ePDS will automatically populate the title and first specific duty.
- ePDS will recommend the factor formats to use.
- FES, GSSG, RGEG, EDGEG, and Narrative factor formats are available in ePDS.
- For some factor formats, there are no factor level defaults. You have to go through each factor and select the appropriate level. ePDS will provide you with the point range for the proposed grade level.
- For some PDs, multiple factor formats will need to be considered.

**Module 3: Create Non-Basic PDs**

## ePDS Foundations

**Module 4: ADDITIONAL TOPICS**

## Module Objectives

- Upon completion of this module, you will:
- Understand how to resume working on a draft PD.
- Be able to use an existing ePDS PD to create a new PD.
- Be able to create a Statement of Difference PD.
- Be knowledgeable of the PDM Archives and how to use these archive files to create a new PD.
- Be aware of the various ePDS reports and the search functionality.

**Module 4: Additional Topics**

## Resume Working on a Draft PD

- There are a number of situations when you may need to resume working on a PD that was previously saved as draft.
- To continue creating a PD you started earlier that day, week, month, etc.
- To continue creating a PD that someone else started.
- To review a PD and make any edits before completing the Supervisor Certification.
- To review and evaluate a PD before completing the Evaluator Certification.
- To review, classify, and publish a PD by completing the Classifier Certification.

**Module 4: Additional Topics**

## On the CREATE PD main menu tab:
Select Resume working on a draft Position Description.
Click Continue.

- Select Resume working on a draft Position Description.
- Click Continue.

- Resume Working on a Draft PD (cont.)

**Module 4: Additional Topics**

## Resume Working on a Draft PD (cont.)

- ePDS takes you to the REPORTS main menu tab, Draft PDs page where you can select a PD.
- You can only view and edit PDs that you have access to. Some users will have Center access, while others may be restricted to certain organizations.
- Click the edit icon next to the DRAFT ID for the PD you want to edit. Be careful not to click the delete icon.
- You can now edit the draft PD, starting at Step 1. Occupation and continuing through the 5 easy steps.

**Module 4: Additional Topics**

**Notes:**
Caution
Currently, there is no protection from multiple people accessing and editing the same PD simultaneously. Therefore, someone else could be saving changes while you are editing a PD and your changes can be overwritten. There are plans for this protection to be added in a future phase. In the meantime, you may want to check with others at your Center before editing a PD.

## 

Demonstration of 
Resume Working on a Draft PD

- Demonstration of
- Resume Working on a Draft PD

**Module 4: Additional Topics**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Use an Existing ePDS PD

- You can use an existing (active) PD from your Center or from another Center to create a new PD.
- ePDS will copy all the information from the active PD to a new draft PD.
- On the CREATE PD main menu tab, select Use an existing ePDS Position Description and then click Continue.

**Module 4: Additional Topics**

## Use an Existing ePDS PD (cont.)

- ePDS takes you to the REPORTS main menu tab, Active PDs page where you can select a PD.
- Click View PD next to the PD Number for the PD you want to use.

**Module 4: Additional Topics**

## Select Copy & Start New PD and then click Continue in the next screen.

ePDS will open the existing PD in edit mode and assign it a new draft PD number.
You can now edit the new draft PD, starting at Step 1. Occupation and continuing through the 5 easy steps.

- ePDS will open the existing PD in edit mode and assign it a new draft PD number.
- You can now edit the new draft PD, starting at Step 1. Occupation and continuing through the 5 easy steps.

- Use an Existing ePDS PD (cont.)

**Module 4: Additional Topics**

## 

Demonstration of 
Use an Existing ePDS PD

- Demonstration of
- Use an Existing ePDS PD

**Module 4: Additional Topics**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Create a Statement of Difference PD

- You can create a Statement of Difference PD to summarize the key differences between an active PD and a lower-grade position for the same NCC and Position Type.
- Initial Phase: Statement of Difference in ePDS is a statement attached to the full performance level PD to create a lower level PD.
- Statement of Difference PD is assigned a different PD number.
- Future Phases: Career Ladder in ePDS will include complete PDs for a range of grades, building to the full performance level PD.

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- On the CREATE PD main menu tab, select Create a Statement of Difference Position Description and then click Continue.

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- ePDS takes you to the REPORTS main menu tab, Active PDs page where you can select a PD.
- Click View PD next to the PD Number for the PD you want to use.

**You will only be able to certify and publish a**
**Statement of Difference for PDs that you have access to. **

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- Select Create Statement of Diff..

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- ePDS provides you with three paragraphs.
- Paragraph 1 is *standard text* for the SOD.
- Paragraph 2 *varies* by option.
- Paragraph 3 is an optional *open text field* for documenting additional modifications.

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

| Paragraph 2 for Each Option |  |
| --- | --- |
| Option 1 | At the lower grade level, the incumbent operates on less complex problems and issues or on a much narrower scope of work assignments. The position may also work with increased supervisory controls and restrictions and a higher level of supervisory review. |
| Option 2 | At this level, incumbent will perform under closer than normal supervision; the position is developmental and the incumbent is expected to gradually assume the full scope of duties and responsibilities until he/she performs under a normal level of supervision. |
| Option 3 | At this level, incumbent will perform under closer than normal supervision, on less complex problems and issues, and / or on a much narrower scope of work assignments. The position is developmental and the incumbent is expected to gradually assume the full scope of duties and responsibilities until he/she performs under a normal level of supervision. |

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- Select an option for Paragraph 2.
- Option 1
- Option 2
- Option 3
- Enter any additional text in Paragraph 3.
- Click Create SOD PD.

**Module 4: Additional Topics**

## Create a Statement of Difference PD (cont.)

- The Supervisor and Classifier must electronically certify the Statement of Difference PD before it can be published.
- It will be given a different PD Number from the original active PD.

**Module 4: Additional Topics**

## 

Demonstration of 
Create a Statement of Difference PD

- Demonstration of
- Create a Statement of Difference PD

**Module 4: Additional Topics**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Copy from PDM Archives

- What are the PDM Archives?
- The PDM Archives is a database located on a server at MSFC, which contains a copy of every PD created and published in PDM.
- Who can access the PDM Archives?
- The PDM Archives are open to all ePDS users, either via ePDS or via the direct link.
- All users can access all PDs; there is no restriction by Center.
- Why are the PDM Archives important?
- Because major duties in ePDS are not available for selection, you can copy duties from PDs in the PDM Archives.

**Module 4: Additional Topics**

**Notes:**
Example
You are creating a PD in ePDS and you are not sure what the major duties are. However, you remember that you created a similar PD last year. You can access the PDM Archives, search for the PD from last year, and copy and paste those duties into the draft PD in ePDS you are working on. You will then be able to edit those copied duties in ePDS.

## Copy from PDM Archives (cont.)

- To copy from the PDM Archives, you must begin the PD creation process.
- Select Start a new Position Description on the CREATE PD main menu tab.
- Click Continue.
- In Step 1. Occupation, identify the:
- NCC
- Grade
- Position Type
- Position Title
- Click Save & Continue to Next Page for Step 2. Duties.

**Module 4: Additional Topics**

## Copy from PDM Archives (cont.)

- From Step 2. Duties, select View PDM Archives.
- You will receive a message that you are leaving the ePDS application. Click OK.

**It can take a few minutes for the PDM Archives to load, so be patient. If you**
**have trouble accessing the PDM Archives, contact your ePDS Center Admin.**

**Module 4: Additional Topics**

## Copy from PDM Archives (cont.)

- Within the PDM Archives, you can search by:
- File Name
- Title
- Pay Plan
- Grade
- Position Number
- Station
- Enter your search criteria and click OK.

**Module 4: Additional Topics**

- Center
- Code
- NCC #
- NCC Title
- Series

**Notes:**
Search Tips
File Name or Position Number – two digits for the Center, then two digits for year (e.g., HQ08).

## Copy from PDM Archives (cont.)

- Highlight the row for the PD you want to open.
- Click Position Description.
- It will open in an Adobe Acrobat .pdf format.
- Copy and paste the PD information into the various ePDS data fields (e.g., introductory statement, specific duties).

**Module 4: Additional Topics**

## 

Demonstration of 
Copy from PDM Archives

- Demonstration of
- Copy from PDM Archives

**Module 4: Additional Topics**

**Notes:**
This is a demo only. Participants should not be working in ePDS.

## Hands-on Lab 

- Complete hands-on exercise to create a Statement of Difference.
- Complete hands-on exercise to create a PD using the PDM Archives.

**Module 4: Additional Topics**

**Notes:**
Complete the hands-on exercises and then debrief with the group.

## ePDS Reports

- Draft and active PDs are available in the REPORTS main menu tab.

**Draft PDs will remain in ePDS for one year.**
**They will be deleted without notification if they have not been modified in a year.**

- You are able to search and sort **draft PDs** by:

- You are able to search and sort **active PDs** by:

**Module 4: Additional Topics**

**Notes:**
Keyword Search searches Draft # (for draft PDs), PD Number (for active PDs), NASA Title, and OPM Title.

## 

Demonstration of 
ePDS Reports

- Demonstration of
- ePDS Reports

**Module 4: Additional Topics**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## Lesson Check

- What is one situation where you might need to resume working on a draft PD?
- Which PDs can be used to Copy & Start a new PD?
- Who must electronically sign the Statement of Difference PD?
- Name two criterion you can use when searching the PDM Archives.
- If not modified, how long do draft PDs remain in ePDS?

**Module 4: Additional Topics**

**Notes:**
Answers
What is one situation where you might need to resume working on a draft PD? -- To continue creating a PD you started earlier that day, week, month, etc, To continue creating a PD that someone else started, To review a PD and make any edits before completing the Supervisor Certification, To review and evaluate a PD before completing the Evaluator Certification, To review, classify, and publish a PD by completing the Classifier Certification.
Which PDs can be used to Copy & Start a new PD? -- Active PDs, Agency-wide.
Who must electronically sign the Statement of Difference PD? -- Supervisor and Classifier.
Name two criterion you can use when searching the PDM Archives. -- File Name, Title, Pay Plan, Grade, Position Number, Station, Center, Code, NCC #, NCC Title, Series.
If not modified, how long do draft PDs remain in ePDS? -- One year.

## Debrief

- Key learning points of Module 4:
- You can only resume working on draft PDs that you have access to.
- Active PDs Agency-wide can be copied to create a new draft PD.
- A Statement of Difference PD easily documents the differences between a lower grade position and the full performance level PD.
- The PDM Archives is a helpful resource when creating PDs in ePDS.
- Both draft and active PDs can be sorted by multiple criteria.

**Module 4: Additional Topics**

## ePDS Foundations

**Module 5: ePDS HELP**

## Module Objectives

- Upon completion of this module, you will:
- Understand the various online assistance and help options within ePDS.
- Be able to use ePDS for real-time help and support.
- Know who to call for additional support.

**Module 5: ePDS Help**

## Online Assistance

- The REFERENCES main menu tab has links for NASA and OPM reference documents, such as:
- NASA Supplemental Classification System
- OPM Federal Classification System Standards and Functional Guides
- Links open in a separate window so you can remain working in ePDS.

**Module 5: ePDS Help**

## 

You can use the FAQS main menu tab to access a list of Frequently Asked Questions and answers, such as:
What is a position? What is a Position Description?
What is position classification? What is an occupational group?

- You can use the FAQS main menu tab to access a list of Frequently Asked Questions and answers, such as:
- What is a position? What is a Position Description?
- What is position classification? What is an occupational group?

- Online Assistance (cont.)

**Module 5: ePDS Help**

## 
You can use the HELP main menu tab to access additional resources, such as:
Training materials
Job aids
HELP opens in a separate window so you can remain working in ePDS.

- You can use the HELP main menu tab to access additional resources, such as:
- Training materials
- Job aids
- HELP opens in a separate window so you can remain working in ePDS.

- Online Assistance (cont.)

-    Quick Reference Guides
-    “Who to Call” list

**Module 5: ePDS Help**

## Help Buttons

- Every data field has a Help Button, which is identified by       .
- Help Buttons provide specific information on what you need to enter in that data field including references and links where applicable.

**Module 5: ePDS Help**

## 

Demonstration of 
ePDS Help

- Demonstration of
- ePDS Help

**Module 5: ePDS Help**

**Notes:**
This is a demo where the participants are encouraged to follow along in ePDS with the instructor.

## ePDS Help Desk Process

- ePDS end users (HR Specialist, Supervisor, Administrative POC/Officer, Center Admin) should use Help features within ePDS to answer questions or resolve issues.
- The ePDS Center Admin is the single Point Of Contact for ePDS end users to report any issues or problems that they cannot resolve themselves.
- The ePDS Center Admin may direct the user to the Center HR Office for functional or business process questions.

**ePDS end users should contact their ePDS Center Admin for support.**

**Module 5: ePDS Help**

**Notes:**
Make sure to tell the class who their ePDS Center Admins are!

## Lesson Check

- Job aids, quick reference guides, and other training materials are available via the REFERENCES main menu tab.
- Every data field has a Help button.
- If you require additional support that is not provided in ePDS, contact the NSSC.

- True
- False
- True
- False
- True
- False

- BONUS Question
- My ePDS Center Admins are:
- ______________________________________________________________

**Module 5: ePDS Help**

**Notes:**
Answers
Job aids, quick reference guides, and other training materials are available via the REFERENCES tab. -- False, HELP main menu tab.
Every data field as a Help button . -- True.
If you require additional support that is not provided in ePDS, contact the NSSC. -- False, contact your ePDS Center Administrator.

## Debrief

- Key learning points of Module 5:
- ePDS has a number of online user support options.
- FAQs, References, Help text, guides and job aids are easily accessible via the menu tabs and help buttons on ePDS.
- An ePDS Center Admin is available at each Center to address questions or issues that users cannot resolve.

**Module 5: ePDS Help**

## Summary

- ePDS is a NASA designed and developed system for position description creation, maintenance, and storage.
- The initial rollout of ePDS replaces NASA’s existing system, PDM. Future phases will provide additional functionality.
- ePDS is available via the Web and can be accessed with your Agency User ID (AUID) and NAMS password.
- Support for ePDS is available via extensive online help and references, and through your ePDS Center Admins.

**Summary**

## Slide 141