Welcome to Banner HR Non Status Exempt Training

1. Welcome to Banner HR Non Status Exempt Training

2. Why are you here? • To receive the most current, comprehensive information about non status exempt appointments • To be introduced to changes made for processing retroactive appointments. • To get answers to all of your questions!

3. The Process Source documentation (request from department) Select the correct EPAF Review NBIJLST and possibly PEAEMPL, PPAIDEN

4. Source Documentation • Should be received in a timely manner via email, phone, fax, etc. • Basic information should exist – employee name, ss#, activity date, rate, type of appointment (grad, adjunct faculty, etc.) department, supervisor, and department approval • Should be kept at the BSC for reconciliation to payment activity – make sure people were paid!

5. Non Status Exempt Hires Any appointment involving a fixed dollar amount paid for a specific period of time worked – contract amount * to be used for non grant funded additional payments to status employees with the exception of summer salaries below the allowable amount ** to be used for grant funded additional payments to status employees that occur during the academic year or during the summer that exceed allowable amounts

6. Before EPAF Data Entry • Select the Query date – refer to USNH HR & Payroll Deadlines document and Non Status Exempt EPAF cheat sheet for value • Select the EPAF (you have already done this at this point) Refer to Selecting the Right EPAF for the Job document. • Select the correct position – see Non Status Position list • Select the correct suffix – go to NBIJLST and enter 7/1/2003 as the effective date to determine the last suffix used for that position for that employee. Select the next suffix number.

7. EPAF Data Entry • 4 steps (approval types) for each non status exempt hire EPAF • Hire/Job entry – define begin date, ecls, amount to pay, timesheet org, FTE etc. • Labor distribution – define foapal to expense • Earn – define regular earnings and retroactive pay amount • Termination – define end date

8. EPAF Data Entry, cont. • Hire Step – updates PEAEMPL and NBAJOBS: • Dates, dates, dates – refer to Common PEAEMPL and JOBS dates document • Orgs, orgs, orgs: • Check distribution org – where the check goes (XUNHCM, XUNHPM, XUNHCK) • Home org – where the employee lives (permanent home) • Time sheet org – where the appointment lives (refer to Time Sheet Org Matrix) • ECLS – refer to Occupational Type to ECLS Crosswalk • Daily rate – non status exempt appointment tool • Pays and factors – non status exempt appointment tool • Contract dates – see Common PEAEMPL and JOBS Dates • Sub class code – see Subclassification Code list • FTE – see FTE/Approvals Cheat Sheet • Contract amount – enter full value of the appointment

9. EPAF Data Entry, cont. • Earn Step

10. EPAF Data Entry, cont. • Labor Distribution • Enter the appropriate foapal(s) – override dummy foapal • Termination • Last day of work for both effective date and personnel date • Transaction comments • Under Options menu enter supporting text for reference

11. EPAF Submittal • Submitting the EPAF • Errors • Trapping Errors – review EPAF Trapping/ Nopeama Errors document for resolution • Warnings – please read and understand implications • Payroll calendar considerations • Pay attention to EPAF deadlines • EPAF must be approved status prior to the deadline

12. Verifying the Appointment • Prior to payment: • Check EPAF Status in NOAEPAF or WEBI (see HR Webintelligence Reports document) • Check NBAJOBS • After payment: • Review PHAHOUR • Review payroll reports (see HR Webintelligence Reports document)

13. Making Changes • Removing EPAF or appointment • If EPAF has not been submitted, user can Delete PAF (under Options menu). Never use Cancel PAF option • If EPAF has been submitted but not yet approved, approver can void EPAF in NOAAPSM or NOAEPAF. (user can void in NOAEPAF if document status is return/correction). • If EPAF has been completed and NBAJOBS record exists, contact UNH HR to have job removed • Changes in pay, dates, time sheet orgs, fte, sub class, ecls – contact UNH HR at Banner.HR.Office@unh.edu • Changes to expense distribution: • If future use labor distribution EPAF (may require deletion of future record – contact USNH Payroll at payroll@unh.edu ) • If past, use labor distribution form (http://www.finadmin.unh.edu/controller/pr_forms.html )

14. Support • EPAF processing questions – CIS Help Desk – http://www.unh.edu/helpdesk/banner/howto_bannerhr.html • Security questions – email to UNH HR at Banner.HR.office@unh.edu • Payroll questions – email UNH/USNH Payroll at payroll@unh.edu • Appointment change requests – email UNH HR at Banner.HR.office@unh.edu • Banner HR reference material is located at http://www.unh.edu/hr/banner