Transcript Welcome [old.northcarolina.edu]

Mary Hughes, Bo Bodenhamer and Donna Balser,UNCG
Joshua Ronau at ECU

If needed, here are the EPAF training slides used at ECU
for EPAF end user training.
 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
Banner HR-200
Electronic 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
Dates
Deadlines
 Additional
Information
 Other Resources
 Questions
Web forms available through Banner Employee Self
Service that enable us to:
enter the personnel action on-line
define the appropriate routing for each action
electronically route the action for approval
track actions as they move through the approval process
apply approved actions to the database tables
provide an audit trail of all approval/disapproval history
 PPAIDEN:
Identification Form
also know as the General Person Record
 PEAEMPL:
Employee Form
 NBAJOBS:
Employee Job Form
 New
Hires (HN) also used for rehires
 Change 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
Class Exercise
Hands 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
Type the following into the address bar in
Internet Explorer:
http://banner.ecu.edu
Banner – Test/Train/Dev
Select TDT – Self Service Banner
Select Banner 8 Training Database (TRN8)
A
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 ID
Enter the provided PIN
Type the following into the address bar in
Internet Explorer:
http://ecuinb1.intra.ecu.edu:9090
Banner – Test/Train/Dev
Select TDT – Internet Native Banner
Select Banner 8 Training Database (TRN8)
Enter the provided Username
Enter the provided password
Username is TUFH02, TUFH03, TUFH04, etc.
 Password is on the board


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.
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.

 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?

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.
-----Original Message----From: [email protected]
Sent: Tuesday, March 3,2009 1:19 PM
To: Pate, Matilda M
Subject: 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:
999999
ID:
B00000000
Employee Name:
Carolina, East
Create Date:
02/23/2009
Approval Category:
NJ0011
Approval Category Desc: S Temp or Time Limited to Perm SPA/CSS Part Time
Routing Appr Action Name: Pate, Matilda M
Routing Approval Level: HR IPS Approval
Routing Appr Action Date: 03/03/2009
 Human
Resource Information Systems (HRIS)
website
http://www.ecu.edu/cs-admin/HumanResources/HRIS.cfm
 Contact
your Division Office for:
EPAF Support Tree
EPAF Routing Requirements
Division Specific Deadlines