Transcript ePAF Tips

ePAF Tips
ePAF Preparation
• Refer to F&A WorkTools tab in
webraider.ttuhsc.edu
• Verify ePAF originator access
• Pull or ask another in your department to pull the
Vacant Positions by Orgn and Employee List by
Home Orgn reports (get employee R-numbers &
Position Numbers)
• Verify Position Number for any new hire’s
positions
• Use the Initial Personal Biographic Form to gather
info needed for ePAF setup
ePAF Access
Cognos Reports
• Vacant Positions by ORGN
• Employee List by Home ORGN
Position Number & Suffix
New Hire Initial
Personal/Biographic Data
• Gather demographic information from new
hire to complete PAF using Texas Tech New
Hire Initial Personal/Biographic Data form –
available on
http://www.ttuhsc.edu/hr/forms.aspx
• Does not need to be turned in since the data
is submitted electronically through the PAF; be
sure to shred or properly dispose
Texas Tech New Hire Initial Personal/Biographic Data
Query vs Effective vs Personnel Date
• Query Date – turns into your Effective Date &
populates most date fields on the PAF
• Effective Date – date that transaction should
occur; exceptions are retroactive cases
because the Effective Date will need to be
AFTER the Last Paid Date so PAF can be
applied into database
• Personnel Date - date that transaction should
occur; exceptions are retroactive cases
Query Date
• Defaults as today’s date
• In most cases - CHANGE Query Date
• Turns into your Effective Date & populates
most date fields on the PAF
Effective Dates
• Defaults from the Query Date field
• Must be AFTER the Last Paid Date when
applied into the database
• Must be consistent throughout PAF
Last Paid Date
• Last day of the pay period that an employee
was paid
• Last Paid Date changes as the employee
continues to be paid
Personnel Date
• Must be filled in on the PAF
• Either the same as the Effective Date or is the
retroactive date that the transaction should
have taken place
Approval Type Must Be Committed
• Refer to Employee Class job aid for full or part
time employee classes. Typically enter 1 unit
of HLD or 1 unit of HLN
Transfers
• Transfer Losing ePAF must be applied BEFORE
Transfer Gaining PAF can be submitted
• Ensure effectives account for complete
service, even weekends
• Select the current WK address to start the PAF
Job Change – End & Begin
• Job Change End applied before Job Change
Begin can be submitted
• For WTE/WLR approvers, if the system is
between PAFs, this can interrupt WTE/WLR
approval queues
ePAF Learning Community
SharePoint site
• Review and use job aids
• Receive ePAF announcements