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ePAF Glossary and Transactions Guide

Learn about ePAF approval types, categories, dates, roles, and statuses. Understand how to navigate transactions and manage personnel records effectively.

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ePAF Glossary and Transactions Guide

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  1. ePAFGLOSSARY

  2. ePAF An electronic personnel action form (ePAF) processes the same information as a paper PAF (personnel action form). 2

  3. Approval Type Approval types are defined to be the most basic type of action and specific to the processing of a personnel action. They are actions such as hiring or rehire faculty. 3

  4. Approval Category Approval categories represent the purpose of the personnel action – the reason the personnel action is being created. Approval categories are commonly performed functions at an institution such as renew contract or hire adjunct faculty. 4

  5. Query Date(defaulted value) Approval Category: NPETRM Query Date (the last day of the last pay period month; i.e. May 31, 2015) Approval Category: CTHIRE Query Date (the first day of the first pay period month; i.e. February 1, 2015) 5

  6. Jobs Effective Date The first day of the first pay period month; the date the ePAF will apply in the Banner system 6

  7. Begin Date The first day of the first pay period month; the date the ePAF will apply in the Banner system which is also the query date. Begin Date = Query Date 7

  8. Approval Category: CTHIRE • Query Date = Jobs Effective Date = Begin Date in the • CTHIRE ePAF Approval Category: NPETRM Query Date = Termination Date = Jobs Effective Date in the NPETRM ePAF 8

  9. Current Hire Date the contract begin date the first day the employee begins work 9

  10. First Work Date the contract begin date the first day the employee begins work 10

  11. Personnel Date • the contract begin date • the first day the employee begins work 11

  12. Last Work Date • the last physical day the employee begins work 12

  13. Termination Date • the last day of the pay period month 13

  14. Approval Category: NPETRM Personnel Date = Last Work Day in the NPETRM ePAF. Approval Category: CTHIRE Personnel Date = Current Hire Date = First Work Date All of these = the Contract Begin Date in the CTHIRE ePAF 14

  15. History • The History tab shows ePAFs that have been approved or acknowledged by the Approver. 15

  16. Current Tab • The Current tab is your ePAF inbox. This is where the ePAFs appear that require your approval or FYI. 16

  17. In My Queue • The "In My Queue" tab displays ePAF transactions for which you have been selected as an approver. These transactions are currently sitting in the originators queue. Approval by you is not required at this time but will be at some point soon. 17

  18. Factors / Pays 18

  19. Contracts Types 19

  20. Timesheet Orgn The department where the supervisor works 20

  21. ePAF ROLES 21

  22. Originator is a creator or one who initiates an electronic personnel action 22

  23. Proxy Proxies are individuals authorized to take approval action in the absence of the approver. 23

  24. Approver People who can process ePAFs to approve, acknowledge, return ePAFs to originators for corrections and apply ePAFs to the database. 24

  25. Superuser A superuser has the ability to approve any transaction at any time during the approval process and bypass the people in the approval queue that have not yet taken action on the transaction. 25

  26. ePAFTransaction Status 26

  27. Waiting the ePAF has been created and not been submitted to the approval queue. Waiting ePAFs can be deleted once ePAF transaction is opened by selecting *Delete means delete! 27

  28. Pending the transaction requires action by the approvers 28

  29. Return for Correction This status allows you to return the transaction to the originator for correction when an error is detected prior to final approval. The ePAF can be updated and submitted again to the approval queue. All approvers must re-approve the transaction. 29

  30. Approved The status reflects that all levels of approvers have acted on the transaction; however, the applier has not 30

  31. Completed • The transaction status after the ePAF has gone through all the appropriate approval levels and changed the employee's personnel record in Banner. 31

  32. Disapproved The transaction has been disapproved by a person in the approval queue. No action can be taken 32

  33. Void Only the originator or a superuser can void the transaction. An ePAF may be voided at any time during the approval process. 33

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