1. ePAR Training Module
Retirement
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ePAR - Retirement

2. What is a Retirement ePAR?
A Retirement ePAR is used when an employee reports that they are retiring from UTD AND that employee is eligible for retirement through the UT system.
A Termination ePAR should be used if the employee reports that they are retiring but that employee is not eligible for retirement through the UT system.
Please contact Human Resources if you are unsure whether an employee is retiring or terminating.
If a Retirement ePAR is needed, please continue reading. If a Terminationg ePAR is needed, please see our Termination ePAR training module.
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ePAR - Retirement

3. Log in to Galaxy.
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ePAR - Retirement

4. Select Gemini HR.
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ePAR - Retirement

5. To enter a new ePAR, access the ePAR Actions page at the following navigation: Main Menu > UTD Customizations > UTD HR Customizations > ePAR > ePAR Actions.
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7. Click the dropdown menu for the ePAR action, and select “Retirement”.
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ePAR - Retirement

8. Enter the Employee ID if known
Enter the Employee ID if known. If not known, select the magnifying glass to search by first and last name.
Enter the known information and click “Lookup” to search for the employee.
Click on the correct employee ID to continue.
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ePAR - Retirement

9. Selecting the employee ID will populate the employee’s current job information. Certain fields are required to submit the ePAR.
This is a required field. It is the last day the employee will work for UTD.
This is a required field. You must select “Yes” or “No” for Recommend Rehire.
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ePAR - Retirement

10. Other fields are not required, but can be entered as needed.
This field can be used if the employee’s PeopleSoft Access should end on a different date from the last date of employment.
This box can be checked if the employee’s address information needs to be updated.
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11. Other fields are not required, but can be entered as needed.
The “Submitter/Contact Information” will contain the information of the person who created the ePAR. Click this white arrow to expand.
A secondary contact with information regarding the ePAR can also be added.
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12. Other fields are not required, but can be entered as needed.
This button can be selected if the retiring employee would like to donate any or all of their remaining sick time.
When all of the information has been entered accordingly, click the “Save” button. Further changes can be made after the ePAR has been saved, and the ePAR can be saved as many times as needed.
Note: the ePAR cannot be submitted without first being saved.
If “Donate All” is selected, the “Hours to Donate” box will disappear.
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13. Upon saving the ePAR, new field will appear.
Once the ePAR has been saved, it will be assigned a request ID. This number will allow you to leave and come back to an ePAR later.
If “No” was selected for “Recommend Rehire”, an attachment is required as evidence for why the employee should not be considered for rehire.
The “Attachments” button can be used to upload paperwork related to the retirement.
To attach a document, click “Attachments”.
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ePAR - Retirement

14. When “Attachments” is selected, a new page opens up.
Select the drop down box to choose a type of document to attach.
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15. Once an attachment type has been selected, a document can be uploaded.
Click “Browse” to choose the document you would like to attach.
After you have chosen your document, select the “Upload” button.
Click the “Add” button.
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16. Once an attachment type has been selected, a document can be uploaded.
Multiple documents can be added to an ePAR. To add additional documents select the “+” button.
Once all documents have been attached, select the “Done” button.
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17. After attachments are completed, the ePAR can be reviewed for a final time before submission.
If all of the information is correct, the ePAR can now be submitted for approval.
Note: once the ePAR has been submitted, no further changes can be made.
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18. Once the ePAR is submitted, the Approval Workflow will be visible.
You will be able to see the progress of the ePAR through the various approval levels.
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19. You will also receive an that your ePAR has been submitted for approval. The will contain a link that will take you back to the ePAR if you are logged in to Galaxy. If you are not logged in to Galaxy, the link will take you to the Galaxy login page.
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ePAR - Retirement