1. Mary Hughes, Bo Bodenhamer and Donna Balser,UNCG Joshua Ronau at ECU

2.  If needed, here are the EPAF training slides used at ECU for EPAF end user training.

3.  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

4. Banner HR-200 Electronic Personnel Action Forms (EPAFs) Instructors: Josh Ronau and Matilda Pate

5.  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

6. 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

7.  PPAIDEN: Identification Form also know as the General Person Record  PEAEMPL: Employee Form  NBAJOBS: Employee Job Form

8.  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

9. Class Exercise Hands On

10.  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

11. Type the following into the address bar in Internet Explorer: http://banner.ecu.edu

12. Banner – Test/Train/Dev Select TDT – Self Service Banner

13. Select Banner 8 Training Database (TRN8)

14. ALogin to Banner Self Service as Originator: User ID:TUFHIDxx PIN:on board BBanner ID of person to do EPAF on: B00000xxx CApprovers to Use on EPAF: ALLDIVTUFHxx APPLYTUFH01 DLogin to Banner Self Service as Approver: User ID:TUFHIDxx PIN:on board ELogin to Banner INB: Username:TUFHxx Password:on board Database:leave blank

15. Enter the provided User ID Enter the provided PIN

16. Type the following into the address bar in Internet Explorer: http://ecuinb1.intra.ecu.edu:9090

17. Banner – Test/Train/Dev Select TDT – Internet Native Banner

18. Select Banner 8 Training Database (TRN8)

19. Enter the provided Username Enter the provided password  Username is TUFH02, TUFH03, TUFH04, etc.  Password is on the board

20.  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.

21.  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.

22.  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 1 st or the 16 th.  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 15 th 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?

23.  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.

24. -----Original Message----- From: appworx@ecusas1.ecu.edu 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

25.  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