Transcript Welcome to Banner HR Non Status Exempt Training

Welcome to Banner HR
Non Status Hourly Training
Why are you here?
To receive the most current,
comprehensive information about non
status hourly appointments
To be introduced to changes made for
processing student hourly, complementary
hourly and summer college work study
appointments.
To review PHATIME earn codes
To get answers to all of your questions!
The Process
Source documentation
(request from department)
Select the correct EPAF
Review NBIJLST and
possibly PEAEMPL,
PPAIDEN
Process the EPAF
Review NBAJOBS
Enter and approve time
in PHATIME
Review payroll reports/
Reconcile to source
documentation
Source Documentation
Should be received in a timely manner via
email, phone, fax, etc.
Basic information should exist – employee
name, ss#, activity date, rate, type of
appointment (CWS, student hourly, etc.)
department, supervisor, and department
approval
Should be kept at the BSC for
reconciliation to payment activity – make
sure people were paid!
Non Status Hourly Hires
Any appointment
involving an
hourly rate
Type
Non
Kronos
EPAF
Kronos
EPAF
Position
Student
Labor
UHSTHY
3HSTHY
UN*STL
College Work
Study – AY
UHWKSY
3HWKSY
UN*CWS
College Work
Study –
Summer
UHWKSM
3HWKSM
UN*CWS
Complementa UHCPHY
ry Hourly
3HCPHY
UN*NSH
Additional
pay – hourly
services *
3HAPHS
Any of the
above
UHAPHS
* If status appointment is hourly based additional pay appointment must also be hourly based
Before EPAF Data Entry
Select the Query date – refer to USNH HR &
Payroll Deadlines document and Non Status
Hourly EPAF cheat sheets for value
Select the EPAF (you have already done this at
this point) Refer to Selecting the Right EPAF for
the Job document.
Select the correct position – see Non Status
Position list
Select the correct suffix – go to NBIJLST and
enter 7/1/2003 as the effective date to determine
the last suffix used for that position for that
employee. Select the next suffix number.
EPAF Data Entry
Complementary hourly, student hourly, additional
pay hourly services – 2 steps (approval types):
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Hire/Job entry – define begin date, ecls, hourly rate,
timesheet org, FTE etc.
Labor distribution – define foapal to expense
CWS – Academic Year – 3 steps (approval types):
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Hire/Job entry
Labor distribution
Termination – define when appointment ends (end of AY)
CWS – Summer – 4 steps (approval types):
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Hire/Job Entry
Labor distribution
Second labor distribution – to change the Federal foapal
as of 7/1
Termination
EPAF Data Entry, cont
Hire Step – updates PEAEMPL and NBAJOBS:
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Dates, dates, dates – refer to Common PEAEMPL and
JOBS dates document
Orgs, orgs, orgs:
Check distribution org – where the check goes
(XUNHCM, XUNHPM, XUNHCK)
Home org – where the employee lives (permanent home)
Time sheet org – where the appointment lives (refer to
Time sheet org matrix)
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ECLS – refer to Occupational Type to ECLS Crosswalk
Hourly rate
FTE – set equal to 1 or calculated amount – see FTE/
Approvals Cheat Sheet
Sub class code – see Subclassification List
Overtime waiver code – ALT or STD
Salary grade (CWS only) – defaults from EPAF
EPAF Data Entry, cont.
Hire Step, cont.
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KRONOS appointments:
Contract number:
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Refer to 3rd Party Contract Numbers document for contract number.
Employee must have at least one but no more than one active home job
in KRONOS. Home jobs are designated using an H as the first
character in the contract number. If no active home job exists, use a
contract number that begins with an H.
If employee has an active home job, use a space as the first character of
the five character contract number.
If employee is appointed to another appointment with the same position
number and time sheet org as existing appointment, the contract number
of the new appointment can not be same as the existing appointment.
STRS Assignment Code:
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Refer to the STRS Assignment Codes document or the PTVASSN table
to obtain the Banner code equivalent to the Kronos Pay Rule Code
EPAF Data Entry, cont.
Labor Distribution Step:
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Enter correct foapal and % (override placeholder)
If CWS appointment, ensure that Federal Foapal
exists and is the correct %
Second Labor Distribution Step (Summer CWS
ONLY)
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Ensure that 7/1 is the effective date on the 2LDCHG
step
Change the Federal FOAPAL and percentage to
correct values for that fiscal year
EPAF Data Entry, cont.
Termination (CWS only)
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Last day of work for both effective date and
personnel date
Transaction comments
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Under Options menu enter supporting text for
reference
EPAF Submission
Submitting the EPAF
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Errors
Trapping Errors – review trapping error matrix
for resolution
Warnings – please read and understand
implications
Payroll calendar considerations
Pay attention to EPAF deadlines
EPAF must be approved status prior to the
deadline
Verifying the Appointment
Prior to payment:
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Check EPAF Status in NOAEPAF or WEBI
(see HR Webintelligence Reports document)
Check NBAJOBS
After payment:
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Review PHAHOUR
Review payroll reports (see HR
Webintelligence Reports document)
Making Changes
Removing EPAF or appointment
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If EPAF has not been submitted, user can Delete PAF (under
Options menu). Never use Cancel PAF option
If EPAF has been submitted but not yet approved, approver
can void EPAF in NOAAPSM or NOAEPAF. User can void
EPAF in NOAEPAF if status is return/correction.
If EPAF has been completed and NBAJOBS record exists,
contact UNH HR at [email protected] to have job
removed
Changes to expense distribution:
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If future use labor distribution EPAF (may require deletion of
future record – contact USNH Payroll at [email protected] )
If past, use labor distribution form
(http://www.finadmin.unh.edu/controller/pr_forms.html )
Making Changes, cont.
Changes in pay, dates, time sheet orgs, fte, sub class,
ecls for CWS appointments – contact UNH HR at
[email protected]
Changes in pay, dates, time sheet orgs, fte, sub class,
ecls for non - CWS hourly appointments – BSC
initiates UHJCHG (job change) or UHYCHG (rate
change) EPAF
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Position/Suffix on these EPAFs must match appointment you
are trying to change
Effective date must be greater than last paid date
Only enter values you want to change
See cheat sheets for more information
Terminating Appointments
No termination step exists on student hourly, comp
hourly or additional pay hourly EPAFs.

If employee is no longer active, UCTERM EPAF should
be processed (see Hourly Termination EPAF)
For early terminations of CWS appointments
contact UNH HR at [email protected]
If KRONOS termination on Home appointment
(contract number begins with H) and other
appointments exist, a UHJCHG EPAF must be
processed to change the contract number to one
that begins with an H on another appointment.
Payroll Entry
PHATIME Extraction – refer to Payroll training documentation
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Only one person can extract a time sheet org
Employee job must be active for PHATIME record to be extracted
Employees are extracted by time sheet org – time sheet orgs need to be
correct on EPAF
Make sure proxies are set up so that others can perform data entry – see
NTRPROX Cheat Sheet
Data Entry – refer to Payroll training documentation
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Data entry should be double checked against source documentation
prior to approval using WEBI (HR00120) or PHATIME
Earn codes – see Eligible Earn Codes by Employee class
document
Timing
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Data entry must be complete and approved prior to payroll data entry
deadline (normally Mondays at 9 pm)
Approval status can be viewed in PHIETIM form in Banner HR
Support
EPAF processing questions – CIS Help Desk
http://www.unh.edu/helpdesk/banner/howto_ban
nerhr.html
Security questions – email UNH HR at
[email protected]
Payroll questions – email UNH/USNH Payroll at
[email protected]
Appointment change requests – email UNH HR
at [email protected]
Latest Banner HR documentation go to
http://www.unh.edu/hr/banner