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ePAF Setup and Preparation Guide for Efficient HR Processing

Verify setup, gather data, & complete forms efficiently for ePAF processing. Utilize web tools, reports & forms effectively.

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ePAF Setup and Preparation Guide for Efficient HR Processing

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  1. ePAF Tips

  2. ePAF Preparation • Verify setup of 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 RIDs & Position Numbers) • Verify Position Number for any new hire’s positions • Use the Initial Personal Biographic Form to gather info needed for ePAF setup

  3. F&A Work Tools Tab

  4. ePAF Access

  5. Cognos Reports • Vacant Positions by ORGN • Employee List by Home ORGN

  6. Position Number & Suffix

  7. Query Date

  8. Pre Banner Bio Form – Split into 2 • Gather information from new hire to complete PAF using Texas Tech New Hire Initial Personal/Biographic Data form • Does not need to be turned in since the data is submitted electronically through the PAF; be sure to shred or properly dispose • 2nd form is completed in New Hire Orientation

  9. Texas Tech New Hire Initial Personal/Biographic Data Form 1 - ePAF

  10. Texas Tech Personal/Biographic Data Form Form 2 - NHO

  11. 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

  12. 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

  13. 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

  14. 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

  15. 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

  16. 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

  17. 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

  18. 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

  19. ePAF SharePoint • Review and use job aids • Post questions and answers

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