Basic Position Classification Course

Module 1: Foundation for Federal Classification

• Explain how classification underpins federal HR (selection, pay, performance, and accountability).
• Distinguish the two GS evaluation methods (Factor Evaluation System vs. narrative “best-fit”).
• Identify GS structure components (occupational groups, series, grades, factors) and legal basis (5 U.S.C. §5104).
• Use core OPM references (Introduction to PCS, Classifier’s Handbook, Occupational Groups & Families, Digests).

Module 2: The Factor Evaluation System (FES)

• Apply FES’s nine factors, defined levels, and point values to determine GS grades.
• Use the Primary Standard, occupational standards, and grade conversion tables correctly.
• Follow six FES steps: select series, compare factors, assign points, total, and convert to grade; document results.
• Recognize “factors not considered” in classification and appropriate non-classification remedies.

Module 3: The Narrative System

• Evaluate positions by comparing duties to narrative grade-level criteria (no points) to find the “best fit.”
• Select appropriate standards and factors; interpret levels consistently across similar work.
• Document rationale that links duties to grade-level language and precedent.

Module 4: Writing Evaluation Statements

• Know when evaluation statements are required and what they must substantiate.
• Organize: references, background, series/title, grade determination (factor or narrative), and conclusion.
• Support determinations with comparisons, examples, and clear reasoning tied to standards.

Module 5: Position Descriptions (PDs)

• Define roles of management, HR, and incumbents in creating accurate, adequate PDs.
• Write FES-style PDs: major duties plus Factors 1–9; ensure consistency with organization charts and missions.
• Complete cover sheets (e.g., OF-8) and include information needed for downstream HR actions.

Module 6: Classification Guides

• Use applicable OPM functional guides and job family standards to supplement occupational standards.
• Select the correct guide (e.g., administrative, technical, professional) and apply it to the work being evaluated.
• Integrate guide criteria with PD content to ensure equity and alignment.

Module 7: General Schedule Leaders, Supervisors, and Managers

• Differentiate work leaders, team leaders, and supervisors along the management continuum.
• Apply the General Schedule Leader Grade Evaluation Guide (GSLGEG) and the General Schedule Supervisory Guide (GSSG).
• Derive proper title/series/grade by assessing program scope, complexity, and delegated authorities.

Module 8: Fair Labor Standards Act (FLSA)

• Determine coverage and apply exemption criteria (executive, administrative, professional, computer).
• Document FLSA determinations and align with OPM/agency guidance.
• Address common pitfalls and reconcile PD content with exemption logic.

Module 9: Guiding Principles for Federal Classification

• Reinforce Merit System Principles and avoid Prohibited Personnel Practices.
• Promote equity, consistency, and legal sufficiency in all determinations.
• Use precedent (OPM Digests/appeals) and quality control to sustain defensible decisions.