PDQ (Position Description Questionnaire) – UNCW

PDQ (Position Description Questionnaire) – UNCW
The PDQ process allows employees and supervisors to describe the critical elements of work and
responsibilities of EHRA Non-Faculty and SHRA positions at the University of North Carolina
Wilmington. The PDQ will serve two primary functions:
a) To provide current, accurate, and updated position descriptions with no change in
classification.
b) To update a position for reclassification. A reclassification of a position should only be
completed when a significant change in job duties occurs.
The PDQ will give information about the duties and responsibilities of an employee’s position
and will serve as the basis for job description specifications. While employees and supervisors
are encouraged to work collaboratively to complete the PDQ, the supervisor is ultimately
accountable for establishment of the work assigned, as well as the completeness and accuracy of
the PDQ. This document provides the information associated with reclassification and updating
job duties within PeopleAdmin.
Roles in completing PDQs:
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For an update in job description, individual employees are responsible for working with
their supervisors to complete the PDQ.
Managers are responsible for reviewing completed PDQs and communicating with
employees on any amendments. Managers are also responsible for entering or updating
position descriptions in PeopleAdmin based on PDQs.
HR Class & Comp is responsible for reviewing and approving updated position
descriptions in PeopleAdmin.
Tips for completing PDQs:

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Describe the current position duties/descriptions of work that are typically performed in a
bulleted list.
Avoid jargon, spell out acronyms, and define technical terms to help keep PDQs
consistent.
Exclude temporary assignments and responsibilities.
Use position titles or roles when referring to others at UNCW.
SHRA PDQ:
The following information will be used when modifying a position in PeopleAdmin. Only the
Description of Work information is necessary for an employee updating a job description. Other
fields are used for recruitment or reclassification of positions.
Action Requested:
What are you requesting?
Recruitment or Reclassification (for significant changes in job
Reason for Request:
duties).
Justification for recruitment, or details in the change in position
and/or organizational structure.
Position Details:
Working Title:
Describe the primary
purpose of the
division, department
and/or grant:
Primary Duties of this
Position:
Knowledge, Skills &
Abilities:
List the additional
knowledge, skills and
abilities required to
perform the essential
functions of the
position:
Preferred formal
education,
professional skills and
work experience:
Certifications or
licensure required to
perform the essential
functions of the
position:
Explain the variety
The working title should be based upon the main function or role of
the job. It is important to stay away from vague and very specific
working titles. Instead, create a working title that appropriately
describes both the level of responsibility and the role of the job. SHRA
position’s working title should not reflect a current career band unless
the position is assigned to the band.
Good example of a Working Title: Administrative Associate
Working Title that needs improvement: Assistant to Director of ABC
Department
Explains the primary function of the division, department and/or grant
where the position is housed. The primary purpose may also include
the mission statement of the division, department and/or grant.
Brief summary of the position that conveys the complexity, scope and
level of responsibility of a job. Duties should focus on primary,
current, normal, daily duties and responsibilities of the position. Duty
statements should be clear and concise and described using present
tense action verbs. Abbreviations, acronyms and specialized
terms/jargon should be avoided (or explained). This information will
be used in the job advertisement.
The minimum qualifications in terms of education, experience, job
skills, and physical requirements of the job which should be required.
Additional knowledge, skills and abilities that are required to perform
the essential functions of the position.
The preferred education, professional skills and experience for the
position.
Any certifications or licensure that is necessary to perform the
essential functions of the position (i.e. Driver’s License, CPR
certification, etc.)
List the professional contacts that will regularly associate with the
and purpose of
professional contacts
for this position:
Describe the potential
consequence of errors
in the core functions
of the work:
Does the position
supervise or oversee
the work of other
employees?
individual in this position. Please give examples of problem resolution
and authority exercised as part of the position’s core duties and
responsibilities.
Explain how errors could impact the work unit, division and campus.
If yes, please describe the level of supervision (i.e.
recruitment/selection and discipline of employee(s); assigns and
monitors work).
Training and Access:
Select all trainings that are relevant to this position. Please note that selecting the appropriate
training does not automatically sign up the individual in this position for that training.
UNCW IT Training:
UNCW
Systems/Program
Training:
Safety Training:
Recruitment
Training:
Supervisory Training:
Access:
Sharepoint (Web, SkillPort)
Web Content Manager Training (SkillPort)
AIM - Asset Inventory Management (Web)
Banner (SkillPort, In Person Trainings)
Blackboard (Web)
Class Scheduling
Travel Processing (Web)
Finance Training Series (In Person Trainings)
PACS Card Training - Purchasing Administrative
Card System (Web)
SSRS - Server Reporting Services Web Reports (Web)
U-Shop - E-Procurement System (Web)
TouchNet (SkillPort)
PeopleAdmin
Bloodborne Pathogen Training (In Person Training)
Defensive Driving (In Person Training)
First Aid (In Person Training)
Golf Cart Training (In Person Training)
Vehicle Safety Policy
PeopleAdmin (Web)
L.E.A.D - Leadership Enhancement and Administrative Development
(In Person Training)
Frontline Leadership (In Person Training)
Banner – Finance
Banner – HR
Banner – Student
Building Access
Consensus
Department SharePoint site
Departmental Receipting Privileges
E-Travel
HR Online
Network Copier/Printing Access
PACS Card
PeopleAdmin
Printing Services Access
SSRS Reports – Budget
SSRS Reports – Financial
SSRS Reports – HR
Description of Work:
Description of Work:
Indicate the percentage of time that is devoted to a task. This will
correspond to a description of work. The total of the percentage of
time should equate to 100%.
The Description of Work lists the various essential functions and
responsibilities of the position and may be entered in a bulleted list.
Position Funding:
Account:
Amount:
Banner Fund:
% FTE
Account number
Amount for which the position is funded. Please format $9,999.99
Banner fund number
Please indicate the percentage of funding from this Banner fund and
account. If less than 100% you may “Add Position Funding Entry”
and complete the fields for each additional Banner fund and account.
The total must add up to 100%.
ADA Form:
Physical
Requirements of this
position:
Sedentary work: Exerting up to 10 pounds of force occasionally and/or
a negligible amount of force frequently or constantly to lift, carry,
push, pull or otherwise move objects, including the human body.
Sedentary work involves sitting most of the time.
Light work: Exerting up to 20 pounds of force occasionally, and/or up
to 10 pounds of force frequently, and/or a negligible amount of force
constantly to move objects.
Medium work: Exerting up to 50 pounds of force occasionally, and/or
up to 20 pounds of force frequently, and/or up to 10 pounds of force
constantly to move objects.
Heavy work: Exerting up to 100 pounds of force occasionally, and/or
up to 50 pounds of force frequently, and/or up to 20 pounds of force
constantly to move objects.
Visual Acuity
Requirements of this
position:
Very heavy work: Exerting in excess of 100 pounds of force
occasionally, and/or in excess of 50 pounds of force frequently, and/or
in excess of 20 pounds of force constantly to move objects.
The worker is required to have close visual acuity to perform an
activity such as: preparing and analyzing data and figures;
transcribing; viewing a computer terminal; extensive reading; visual
inspection involving small defects, small parts.
The worker is required to have visual acuity to perform an activity
such as: operates machines such as lathes, drill presses, power saws
and mills where the seeing job is at or within arm’s reach; performs
mechanical or skilled trades tasks of a non-repetitive nature.
The worker is required to have visual acuity to operate motor vehicles
or heavy equipment.
Physical Activity of
this position:
The worker is required to have visual acuity to determine the
accuracy, neatness, and thoroughness of the work assigned (i.e.,
custodial, food services, general labor, etc.) or to make general
observations of facilities or structures (i.e., security guard)
None
Climbing
Balancing
Stooping
Kneeling
Crouching
Crawling
Reaching
Standing
Walking
Pushing
Pulling
Lifting
Fingering
Grasping
Feeling
Talking
Hearing
Repetitive motions
Conditions the worker None: The worker is not substantially exposed to adverse
environmental conditions (such as in typical office or administrative
will be subject to in
work).
this position:
The worker is subject to inside environmental conditions.
The worker is subject to outside environmental conditions.
The worker is subject to both environmental conditions.
The worker is subject to extreme cold.
The worker is subject to extreme heat.
The worker is subject to noise.
The worker is subject to vibration.
The worker is subject to hazards.
The worker is subject to atmospheric conditions.
The worker is subject to oils.
The worker is required to wear a respirator.
The worker frequently is in close quarters.
The worker is required to function in narrow aisles or passageways.
The worker is exposed to infectious diseases.
The worker is required to function around prisoners or mental patients.
EHRA Non-Faculty PDQ:
The following information will be used when modifying a position in People Admin. Only the
Brief Summary of Work for this Position and the Detailed Job Description is necessary for an
employee updating a job description. Other fields are used for recruitment or reclassification of
positions.
Justification:
What are you requesting?
Reason for Request:
Recruitment or Reclassification (for significant changes in job
duties).
Justification for recruitment, or details in the change in position
and/or organizational structure.
Position Basics:
Working Title:
The working title should be based upon the main function or role of
the job. It is important to stray away from vague and very specific
working titles. Instead, create a working title that appropriate describes
both the level of responsibility and the role of the job.
Good example of a Working Title: Program Director, XYZ Program
Working Title that needs improvement: Director of the XYZ Program
at the School of AB
Position Details:
Primary Function of
Organizational Unit:
Brief Summary of
Work for this
Position:
Detailed Job
Description:
Explain the variety
and purpose of
professional contacts
for this position:
Minimum
requirements:
Preferred formal
education,
professional skills and
work experience:
A general description of the organizational unit to which the position
is assigned, including a description of the programs and services to be
provided.
Summarizes the main points of the job description which may include
key responsibilities, functions, and duties and any other pertinent
information. This information will be used in the job advertisement.
Conveys the complexity, scope and level of responsibility of a job.
Duties should focus on primary, current, normal, daily duties and
responsibilities of the position. Duty statements should be clear and
concise and described using present tense action verbs. Abbreviations,
acronyms and specialized terms/jargon should be avoided (or
explained).
List the professional contacts that will regularly associate with the
individual in this position. Please give examples of problem resolution
and authority exercised as part of the position’s core duties and
responsibilities.
The minimum qualifications in terms of education, experience, job
skills, and physical requirements of the job which should be required.
The preferred education, professional skills and experience for the
position.
Position Funding:
Account:
Amount:
Banner Fund:
% FTE
Account number
Amount for which the position is funded. Please format $9,999.99
Banner fund number
Please indicate the percentage of funding from this Banner fund and
account. If less than 100% you may “Add Position Funding Entry”
and complete the fields for each additional Banner fund and account.
The total must add up to 100%.
ADA Form:
Physical
Requirements of this
position:
Sedentary work: Exerting up to 10 pounds of force occasionally and/or
a negligible amount of force frequently or constantly to lift, carry,
push, pull or otherwise move objects, including the human body.
Sedentary work involves sitting most of the time.
Light work: Exerting up to 20 pounds of force occasionally, and/or up
to 10 pounds of force frequently, and/or a negligible amount of force
constantly to move objects.
Medium work: Exerting up to 50 pounds of force occasionally, and/or
up to 20 pounds of force frequently, and/or up to 10 pounds of force
constantly to move objects.
Heavy work: Exerting up to 100 pounds of force occasionally, and/or
up to 50 pounds of force frequently, and/or up to 20 pounds of force
constantly to move objects.
Visual Acuity
Requirements of this
position:
Very heavy work: Exerting in excess of 100 pounds of force
occasionally, and/or in excess of 50 pounds of force frequently, and/or
in excess of 20 pounds of force constantly to move objects.
The worker is required to have close visual acuity to perform an
activity such as: preparing and analyzing data and figures;
transcribing; viewing a computer terminal; extensive reading; visual
inspection involving small defects, small parts.
The worker is required to have visual acuity to perform an activity
such as: operates machines such as lathes, drill presses, power saws
and mills where the seeing job is at or within arm’s reach; performs
mechanical or skilled trades tasks of a non-repetitive nature.
The worker is required to have visual acuity to operate motor vehicles
or heavy equipment.
Physical Activity of
this position:
The worker is required to have visual acuity to determine the
accuracy, neatness, and thoroughness of the work assigned (i.e.,
custodial, food services, general labor, etc.) or to make general
observations of facilities or structures (i.e., security guard)
None
Climbing
Balancing
Stooping
Kneeling
Crouching
Crawling
Reaching
Standing
Walking
Pushing
Pulling
Lifting
Fingering
Grasping
Feeling
Talking
Hearing
Repetitive motions
Conditions the worker None: The worker is not substantially exposed to adverse
environmental conditions (such as in typical office or administrative
will be subject to in
work).
this position:
The worker is subject to inside environmental conditions.
The worker is subject to outside environmental conditions.
The worker is subject to both environmental conditions.
The worker is subject to extreme cold.
The worker is subject to extreme heat.
The worker is subject to noise.
The worker is subject to vibration.
The worker is subject to hazards.
The worker is subject to atmospheric conditions.
The worker is subject to oils.
The worker is required to wear a respirator.
The worker frequently is in close quarters.
The worker is required to function in narrow aisles or passageways.
The worker is exposed to infectious diseases.
The worker is required to function around prisoners or mental patients.
Training and Access:
Select all trainings that are relevant to this position. Please note that selecting the appropriate
training does not automatically sign up the individual in this position for that training.
UNCW IT Training:
UNCW
Systems/Program
Training:
Safety Training:
Sharepoint (Web, SkillPort)
Web Content Manager Training (SkillPort)
AIM - Asset Inventory Management (Web)
Banner (SkillPort, In Person Trainings)
Blackboard (Web)
Class Scheduling
Travel Processing (Web)
Finance Training Series (In Person Trainings)
PACS Card Training - Purchasing Administrative
Card System (Web)
SSRS - Server Reporting Services Web Reports (Web)
U-Shop - E-Procurement System (Web)
TouchNet (SkillPort)
PeopleAdmin
Bloodborne Pathogen Training (In Person Training)
Defensive Driving (In Person Training)
First Aid (In Person Training)
Golf Cart Training (In Person Training)
Vehicle Safety Policy
Recruitment
Training:
Supervisory Training:
Access:
PeopleAdmin (Web)
L.E.A.D - Leadership Enhancement and Administrative Development
(In Person Training)
Frontline Leadership (In Person Training)
Banner – Finance
Banner – HR
Banner – Student
Building Access
Consensus
Department SharePoint site
Departmental Receipting Privileges
E-Travel
HR Online
Network Copier/Printing Access
PACS Card
PeopleAdmin
Printing Services Access
SSRS Reports – Budget
SSRS Reports – Financial
SSRS Reports – HR