DCPDS Guide For Managers/Supervisors - Hawaii

[Pages:66]DCPDS Guide For

Managers/Supervisors

People First, Mission Always Published by the National Guard Bureau Office of Technician Personnel

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DCPDS Reference Guide for Managers/Supervisors

Table of Contents

Topic

Section One ? General Information 1. Logging into DCPDS 2. Setting up Favorites 3. Changing Responsibility 4. How to Exit from DCPDS 5. Navigating within DCPDS

-Navigator Window -How the Navigation List is Used -Expanding and Collapsing Headings -Starting a Task from the Navigation List 6. The Top Ten List -The Navigation Top Ten List -How to Add Items to Your Top Ten List 7. The Toolbar 8. List of Values 9. Keyboard Shortcuts 10. Queries

Section Two ? Processing the Request for Personnel Action 1. Introduction 2. Mass Actions 3. Terms 4. Step-By-Step Instructions for Initiating a Request for Personnel Action (RPA) 5. After the Action is Processed 6. Types of Personnel Actions 7. Descriptions and Instructions for Different Types of Actions

-Award/One Time Payment -Change Actions: Change in Hours -Change Actions: Change in Work Schedule -Change Actions: Name Change -Details -Extension of NTE -Non Pay/Non Duty Status -Position Actions: Establish Position -Position Actions: Position Review -Reassignment -Recruit/Fill -Return to Duty (RTD)

Page

1 4 5 6 7 7 8 8 8 9 9 9 10 10 11 11

12 12 12 12 13 13 14 14 15 15 16 16 16 17 17 18 18 19 19

-Salary Change: Denial of WRI

20

-Salary Change: Locality Pay

20

-Salary Change: Other Pay

20

-Salary Change: Pay Adjustment

20

-Salary Change: Promotion

21

-Salary Change: Irregular Performance Pay (Quality Step Increase (QSI))

21

-Salary Change: Termination of Grade Retention

21

-Separation

22

8. Initiating a Request for Personnel Action

22

-Accessing the Request for Personnel Action

22

-Request for Personnel Action Windows

22

-Types of Data Fields

23

9. Attaching a Note to the RPA

27

10. Saving your RPA

28

11. Routing your RPA

29

-The Routing Window

29

-Refreshing your Inbox after Routing

32

12. Tracking an RPA

32

13. Accessing the RPA

32

14. Tracking History

33

15. Printing an RPA or NPA

34

16. Attaching Documents or Comments to an RPA

35

17. Accessing the Request for Personnel Action

35

18. Steps for Attaching a Document or Comment

36

19. Adding a Comment (Long or Short Text)

37

20. Attaching a File

38

21. Viewing and Printing an Attachment

40

22. Deleting an Attachment

41

Section Three ? Inboxes

1. Workflow Inbox

42

-Displaying an RPA using the Workflow Inbox

42

-Inbox Views

44

-Closed Actions

45

-Sorting Actions in the Workflow Inbox

46

-Searching the Workflow Inbox

47

-The Simple Search Window

48

-Personalizing Inbox Views

50

2. Civilian Inbox

55

-Displaying the RPA using the Civilian Inbox

55

-Viewing Closed Actions

56

-Searching the Civilian Inbox

56

-Sorting the Civilian Inbox

57

-The Notifications Window

58

-Customizing the Civilian Inbox

58

-Using Folder Tools

59

-Saving a Folder View

60

Section One ? General Information

Logging into DCPDS

Sept 2009

Step

Action

1 Open your Internet Explorer. Enter the web site: . Click "OK" on the DOD Notice and Consent banner page. This will take you to the DCPDS Portal window. Click the Login Button.

2 You should then receive a window that contains your CAC certificates. Make sure you select the certificate that is not your E-Mail certificate. You will then have to enter your CAC PIN. You will then receive the "Accessing your Database" window. Select "NGB Region".

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Sept 2009

3 The Navigator window displays. On the left side of this window is your DCPDS responsibility ? for most users, this will be a "secure user ID" which is what DCPDS uses to control access to records.

4 Click on the responsibility. Some users may have more than one responsibility, in which case they will each be listed here, and you select the one needed to perform whatever function you need to do in DCPDS.

5 The center section of the Navigator screen will populate with the tasks appropriate for the responsibility you select.

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Sept 2009

On the right side of the Navigator window there's a place for you to set up "favorites" if you want to (this is optional). See Favorites, below, for instructions. 6 Once you have selected a task, the Oracle Applications 11i Java Applet window opens briefly, then (depending on what you selected ? this does not apply to the Workflow Inbox) the regular Navigator menu will open in a new window, with the selected task window opening next.

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