Transcript Slide 1

ePAF
GLOSSARY
ePAF
An electronic personnel action
form (ePAF) processes the same
information as a paper PAF
(personnel action form).
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Approval Type
Approval types are defined to be the
most basic type of action and specific
to the processing of a personnel
action. They are actions such as hiring
or rehire faculty.
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Approval Category
Approval categories represent the purpose of
the personnel action – the reason the
personnel action is being created. Approval
categories are commonly performed functions
at an institution such as renew contract or hire
adjunct faculty.
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Query Date
(defaulted value)
Approval Category: CTHIRE
Query Date (the first day of the first pay period month; i.e.
February 1, 2015)
Approval Category: NPETRM
Query Date (the last day of the last pay period month; i.e.
May 31, 2015)
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Jobs Effective Date
The first day of the first pay period month; the date
the ePAF will apply in the Banner system
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Begin Date
The first day of the first pay period month;
the date the ePAF will apply in the Banner
system which is also the query date.
Begin Date = Query Date
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Approval Category: CTHIRE
Query Date = Jobs Effective Date = Begin Date in the
CTHIRE ePAF
Approval Category: NPETRM
Query Date = Termination Date = Jobs Effective Date in the
NPETRM ePAF
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Current Hire Date
• the contract begin date
• the first day the employee begins work
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First Work Date
• the contract begin date
• the first day the employee begins work
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Personnel Date
• the contract begin date
• the first day the employee begins work
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Last Work Date
•
the last physical day the employee
begins work
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Termination Date
•
the last day of the pay period month
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Approval Category: CTHIRE
Personnel Date = Current Hire Date = First Work Date
All of these = the Contract Begin Date in the CTHIRE ePAF
Approval Category: NPETRM
Personnel Date = Last Work Day in the NPETRM ePAF.
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History
• The History tab shows ePAFs that have
been approved or acknowledged by the
Approver.
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Current Tab
• The Current tab is your ePAF inbox. This
is where the ePAFs appear that require
your approval or FYI.
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In My Queue
• The "In My Queue" tab displays ePAF
transactions for which you have been
selected as an approver. These
transactions are currently sitting in the
originators queue. Approval by you is not
required at this time but will be at some
point soon.
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Factors / Pays
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Contracts Types
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Timesheet Orgn
The department where the supervisor works
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ePAF ROLES
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Originator
is a creator or one who initiates
an electronic personnel action
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Proxy
Proxies are individuals authorized
to take approval action in the
absence of the approver.
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Approver
People who can process ePAFs
to approve, acknowledge, return
ePAFs to originators for
corrections and apply ePAFs to
the database.
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Superuser
A superuser has the ability to
approve any transaction at any
time during the approval process
and bypass the people in the
approval queue that have not yet
taken action on the transaction.
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ePAF
Transaction Status
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Waiting
the ePAF has been created and not been
submitted to the approval queue. Waiting ePAFs
can be deleted once ePAF transaction is opened
by selecting
*Delete means delete!
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Pending
the transaction requires action by
the approvers
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Return for Correction
This status allows you to return the transaction to the
originator for correction when an error is detected prior
to final approval. The ePAF can be updated and
submitted again to the approval queue. All approvers
must re-approve the transaction.
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Approved
The status reflects that all levels of
approvers have acted on the
transaction; however, the applier has not
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Completed
• The transaction status after the ePAF has
gone through all the appropriate approval
levels and changed the employee's
personnel record in Banner.
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Disapproved
The transaction has been disapproved by a
person in the approval queue.
No action can be taken
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Void
Only the originator or a superuser can void
the transaction. An ePAF may be voided
at any time during the approval process.
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