EPAF PANEL

Mary Hughes, Bo Bodenhamer and Donna Balser,UNCGJoshua Ronau at ECU

If needed, here are the EPAF training slides used at ECU for EPAF end user training.

ECU EPAF Training Slides

Pick up one of each handout (on table in front)

Sit anywhere in first 2 rows

Write your name on the white name plate at your seat

Welcome

Banner HR-200Electronic Personnel Action Forms (EPAFs)

Instructors: Josh Ronau and Matilda Pate

What is an Electronic Personnel Action Form (EPAF)? Types of EPAFs Class Exercise – Hands On EPAF Mechanics Important Concepts

DatesDeadlines

Additional Information Other Resources Questions

Agenda

Web forms available through Banner Employee Self Service that enable us to:

enter the personnel action on-linedefine the appropriate routing for each actionelectronically route the action for approvaltrack actions as they move through the approval processapply approved actions to the database tablesprovide an audit trail of all approval/disapproval history

What is an Electronic Personnel Action Form (EPAF)?

PPAIDEN: Identification Form also know as the General Person Record

PEAEMPL: Employee Form

NBAJOBS: Employee Job Form

EPAFs Update Banner

New Hires (HN) also used for rehiresChange to Current Job (CG)Add an Additional Job or End an Additional

Job (AJ or EJ)Replace the Current Job with a New Job (NJ)Miscellaneous

5 Types of EPAFs

Class ExerciseHands On

Do EPAF CG0000 S Funding Change on the Current Job for an employee (A) (B) (C)

Save and Submit EPAF Look at EPAF on Originator Summary (History) Exit and login again as Approver (D) View the EPAF on the Approver Summary Add a Comment and Return For Correction Exit again and log back in as Originator (A) View EPAF on Originator Summary (Current) Make correction to EPAF, Add Comment, Save and Submit again. Exit again and log back in as Approver (D) Approve EPAF Instructors will Apply EPAFs to the database and go into to Banner INB

and view the change we made on NBAJOBS

In this exercise we will…

Logging into Banner

Type the following into the address bar inInternet Explorer:

http://banner.ecu.edu

Banner – Test/Train/DevSelect TDT – Self Service Banner

Select Banner 8 Training Database (TRN8)

Login and Password InformationA Login to Banner Self Service as Originator: User ID: TUFHIDxx PIN: on board B Banner ID of person to do EPAF on: B00000xxx C Approvers to Use on EPAF: ALLDIV TUFHxx APPLY TUFH01

D Login to Banner Self Service as Approver: User ID: TUFHIDxx PIN: on board

E Login to Banner INB: Username: TUFHxx Password: on board Database: leave blank

Enter the provided User IDEnter the provided PIN

DA

Type the following into the address bar inInternet Explorer:

http://ecuinb1.intra.ecu.edu:9090

Let’s see it in Banner INB

Banner – Test/Train/DevSelect TDT – Internet Native Banner

Select Banner 8 Training Database (TRN8)

Enter the provided UsernameEnter the provided password Username is TUFH02, TUFH03, TUFH04, etc. Password is on the board

E

You may have separate routing queues for different kinds of EPAF’s. While we do require some mandatory approvals, you may want to setup defaults approvals for the EPAFs you use the most.

Routing Queue Defaults

Effective Date: The date the action will become effective in Banner. Banner will prorate pay based on this date. This date cannot be earlier than the last pay date of the employee.

Last paid date: The last day of the pay period for which the employee was last paid – not the check date.

Personnel Date: The date the action should have been effective, regardless of the Effective Date. For new hires, this is the first day of their contract or their first day of work. For actions not done on time, this could be a date in the past.

Query Date: ALWAYS make this the same as your Effective Date.

Definitions of EPAF Dates

When is this action effective?All EPAFs that Add an Additional Job (AJ), Change an Existing Job (CG), Replace

a Job with a New Job (NJ), and Miscellaneous EPAFs MUST be effective on the first day of a pay period – the 1st or the 16th.

All EPAFS that End Jobs, with the exception of EJ0015 (the one that ends GA jobs early) MUST be effective on the last day of a pay period (the 15th or the last day of the month).

SPA/CSS and EPA new hires will be effective the first day for which they should be paid (Banner will prorate pay).

GA, Undergrad Asst, and Self Help Student New Hires are usually effective the first day of the pay period, like other actions.

When is the EPAF deadline for that effective date? What is today’s date? Is there enough time before the EPAF deadline to submit

my EPAF and have it routed and approved?

Determining the Effective Date

New Email Notification Process Intended to assist Originators by alerting them to the fact than an

EPAF requires their attention.One e-mail per day that lists any EPAFs that have been Returned for

Correction, Disapproved, or Voided by someone other than you – since the last time you were notified.

E-mail gives you enough to know which EPAF it is but you must go to your Originator Summary for details.

NOT a substitute for monitoring Originator Summary.

Additional Information

-----Original Message-----From: appworx@ecusas1.ecu.eduSent: Tuesday, March 3,2009 1:19 PMTo: Pate, Matilda MSubject: EPAF Originator Summary Report for PATEM This email contains a Summary of EPAF transactions submitted by you that have been Disapproved, Returned for

Correction or Voided from 03/02/2009 at 12:00 AM to 03/03/2009 at 1:19 PM DO NOT REPLY TO THIS EMAIL. Please monitor your Originator Summary and take the appropriate action. Originator: PATEM - Pate, Matilda M EPAF Transactions with Status: Return for Correction Transaction: 999999ID: B00000000Employee Name: Carolina, EastCreate Date: 02/23/2009Approval Category: NJ0011Approval Category Desc: S Temp or Time Limited to Perm SPA/CSS Part TimeRouting Appr Action Name: Pate, Matilda M Routing Approval Level: HR IPS ApprovalRouting Appr Action Date: 03/03/2009

Sample EPAF Notification

Human Resource Information Systems (HRIS) website

http://www.ecu.edu/cs-admin/HumanResources/HRIS.cfm

Contact your Division Office for:EPAF Support TreeEPAF Routing RequirementsDivision Specific Deadlines

Other Resources

Thank You