Banner HR/Payroll



BannerHR/PayrollElectronic Personnel Action FormVersion 4.0; July 9, 2013Table of ContentsPurpose ...................................................................................................... 4Glossary ..................................................................................................... 5 ePAF - Electronic Personnel Action Form ................................................... 6 ePAF Access ............................................................................................................... 6ePAF Approver Summary ............................................................................................ 8 ePAF Originator Summary........................................................................................... 9 ePAF Proxy Records ................................................................................................... 9Act as a Proxy ........................................................................................................... 10New ePAF ................................................................................................................. 11New ePAF Person Selection .............................................................................................11New ePAF Job Selection...................................................................................................14Electronic Personnel Action Forms....................................................................................15Creating Employment Record............................................................................................17Create Job Assignment .....................................................................................................18Labor Distribution Record ..................................................................................................19Routing Queue ..................................................................................................................19Comments.........................................................................................................................20References ............................................................................................... 21Revisions .................................................................................................. 22Appendix A – Employee Type/Class ......................................................... 23Appendix B—ePAF Tools ......................................................................... 24PurposeThis document is provided as a resource to assist you with completing Electronic Approvals or ePAFs. As an Electronic Approval Originator, you have been given access to create ePAFs onbehalf of your department.Enter the information as prompted for preparing an ePAF and submit for approvalYour supervisor will review the ePAF. If it is correct, your supervisor will approve it. Incorrect ePAFswill be returned to you.Required approvers will repeat the review and approve/return as required.Payroll will automatically load ePAFs that have been approved by the PAF deadline dates.GlossaryProvide a list of terms used in the manual that may not be familiar to the reader. Also define every acronym and abbreviation referenced by the manual.Example table:TermDescriptionePAFElectronic Personnel Action FormINBInternet Native Banner - a resource system used bySHSU for administrative tasksMy SamWeb portal common to SHSUSam IDIdentification number assigned by SHSU. Previously 7 digits but now preceded by twoleading 0s for use in Banner.SSBSelf Serve Banner - a resource system used by SHSUfor self-service tasksePAF - Electronic Personnel Action FormAn electronic personnel action form, called ePAF, is an online form originated by the department to communicate an employment decision to the Human Resources and Payroll mon examples of employment decisions requiring an ePAF include:?Hire a new employee?Transfer an employee from one department to another?Give an employee a six-month salary increase?Change the labor distribution of the employee’s job?Add an assignment to the employee’s job recordsEach job change must be approved on multiple levels. All ePAFs require department and HumanResources approval (except Source of Fund ePAFs). Each ePAF has been assigned an ApprovalCategory that determines the required levels of approval. Finally, the ePAF is approved by thePayroll Office and applied to the employee’s job record. If there are problems with the ePAF, a designated approver can select Return For Correction and require the originator to correct orrecreate the ePAF. The ePAF must be completed, approved and applied in a timely manner so the job record can be updated prior to payroll calculation.Timely completion of an ePAF is essential to help the Payroll Office pay an employee accurately and on time. It is the responsibility of the ePAF originator to check the progressof each ePAF.ePAF AccessAccess to ePAFs through Self Serve Banner (SSB) is the result of your position at the university. Permission is granted through the Payroll Office and is based on the authorization of thedepartment administrator. Once permission has been granted, you will have the ePAF role availableon SSB through My Sam.1. After logging into My Sam, two options for accessing the ePAF menu will be available:a.Quick link channel on the Employee Resources page orb. Located in the Campus Resources page is Banner Self-Service channel. ClickEmployee.2. Once in SSB - select the Employee tab (Fig. 1).Fig. 1Select Electronic Personnel Action Forms to open the ePAF menu. Several options are available within the ePAF Menu:?ePAF Approver Summary – click to access ePAFs awaiting approval; available for those with“approver” status?ePAF Originator Summary – click to access prepared ePAFs?New ePAF – click to begin a new ePAF?ePAF Proxy Records – allows an approver to specify and authorize one or more users to approve ePAFS on their behalf?Act as a proxy – allows preparer to select another queue, if designated as a proxy for another personFig. 2ePAF Approver SummaryThe ePAF Approver Summary page is presented to all users designated as an ePAF approver in employee self-service (Fig. 3).Fig. 3The page contains three tabs:?Current – Lists all ePAFs still needing action by an approver.?In My Queue – Lists all ePAFs which have the status “In the Queue” and have yet to be processed. The Queue status will be one of the following:o Pendingo FYIo More Information?History – Lists ePAFs which have already been processed. They will have one of the following statuses:o Approvedo Acknowledgedo Overriddeno Appliedo Disapprovedo Returned for Correctiono Voido Removed from QueueTo approve or acknowledge a transaction:1. Select the Action check box for the relevant ePAF, or click Select All (not recommended) to mark the Action check box for all ePAFs.2. Click Save.ePAF Originator SummaryAs the name implies, the ePAF Originator Summary page is available to all originators to check the status of their ePAF transactions (Fig. 4). This page consists of two tabs – Current and History.Fig. 4Current – In the Current tab, you can access ePAF transactions having the following transaction statuses: All, Return for Correction, or Waiting.History – In the History tab, you can access all ePAF transactions having the following transaction statuses: Pending, Approved, Partially Complete, Complete, Disapproved, Voided, or Canceled.ePAF Proxy RecordsThe ePAF Proxy Records page allows you to specify and authorize one or more users to approve ePAFs in your absence (Fig. 14). Based on the number of approval levels at which you have beenset up as an approver, you can nominate separate individuals as your proxies at each approval level.Student should never be proxies. Choose carefully, proxies are approving in your name!Fig. 14To set up or remove a proxy at an approval level:1. Select the approval level from the pull-down list, and click Go.2. Select the name of the proxy from the pull-down list.3. Select the Add or Remove indicator.4. Click Save.Act as a ProxyApprovers can access this page to specify filter criteria, act as a proxy and access a set of ePAFtransactions based on their dates of submission to a routing queue (Fig. 14). Approvers can alsochoose to act as a superuser (if the role has been granted—typically Payroll personnel only). The results are displayed on the Transaction Search Results page for only those transactions whosesubmission dates fall within those indicated.Fig. 15To act as a proxy and/or as a superuser for an approver:1. In the Proxy For field, select the name of the person for whom you are proxy from the pull- down list. (Optional)a.The pull-down list displays only those names for whom you have been established as a proxy at a particular approval level.2. Select Act as a Superuser check box, if applicable. (Superuser access is for Payroll use only)3. Enter at least one of the following dates. (Optional)a.A start date in the Submitted From Date field. b. An end date in the Submitted To Date field.4. Select the number of Transactions Per Page to be listed from the pull-down list. (Optional)5. Click Go.6. ePAF transactions that meet the filter criteria will be listed in the ePAF Approver Summary page.New ePAFNew ePAF Person SelectionTo begin a new ePAF, begin by entering the employee Sam ID number. If preparing an ePAF for a new hire, click on the search icon to determine if the individual already has a Sam Id. (Refer to Fig. 5Duplicate IDs have a serious impact campus wide. It is important that you use everysearch option available to confirm that the employee does not have a Sam Id. If a SAM IDis not found, contact Human Resources—DO NOT “GENERATE AN ID”.Generate D (HR USONLYSearch IconFig. 51. To search for a person or an employee on the Person Search page click on the Search icon(Fig. 6).Fig. 62. An Originator can conduct a person search with the following criteria:?Search for the last name and/or the first name of a person, OR,?Search for a person using their SSN/SIN/TIN numbers, OR,?Search for a person’s SAM ID3. Each of the above searches can be conducted using the wild-card characters (% and _) if youhave partial information for any of the search fields. To conduct a person search:?Access the Person Search page by selecting the Search icon corresponding to the IDfield on the New ePAF Person Selection page (Fig. 5).?Leave the Employee box unchecked to search the entire system for a match.?Search for a person by entering their Last Name and/or First Name, or the person’s Sam Id, or their SSN/SIN/TIN. Enter percent (%) as the wild-card character if you are conducting a partial search in any of the fields.?From the pull-down list, select the number of transactions you wish to see per page on the Person Search Results page.?Click Go.4. The results will be displayed on the Person Search Results page.5. If - after a thorough search – no Sam Id is found, contact Human Resources for an IDnumber.6. After entering the Sam Id, enter the Query Date for your transaction (Fig. 5). The query date should be the first day of the pay period for all transactions other than hourly (student,other, etc) employment or terminations. (If terminating—use the termination date. If hiringa student or hourly worker—use the first day of employment.)7. Finally, select the type of ePAF that you would like to create in the Approval Category.Choose the ePAF type based on the action that is being taken. If you are unable to decide the appropriate Approval Category, please contact the Human Resources Department forassistance (see contact list on Page 21). Available ePAF categories are listed in Appendix A.New ePAF Job SelectionThe New ePAF Job Selection page is presented when you are in the process of creating a new ePAFand select an Approval Category that requires you to specify a job for the ePAF transaction on theNew Person Selection page.If you select Approval Categories which involve no changes to job-related fields, the New ePAF Job Selection page will not be displayed.1. Enter a Position Code in the New Job section or select an existing job if a person is already associated with multiple jobs. If you need assistance in selecting the job number, click onthe Search icon to the left of “New Job” (Fig. 7). Suffix should be 00 for most positions.Fig. 72. After selecting the appropriate Position Code, click Go.Electronic Personnel Action FormsFields displayed in this section of the page depend on the Approval Category you select for an ePAFon the New EPAF Person selection page (Fig. 5). The display of information on an ePAF for a new person and an existing person differs in the following aspect. When you create an ePAF for a newperson, based on the Approval Category selected, you can only enter new values for the fields on the ePAF.For an existing person, based on the Approval Category, appropriate information is displayed in two separate columns or sections: Current Values and New Values.Current Values default based on the Query Date entered for the ePAF, with the provision to enter new values for the same fields in the New Values column for various sections on the ePAF page.You can select values from pull-down lists and pop-up windows for the relevant fields.Creating Employment RecordComplete the information for the Create Employment Record based on the specific position (Fig.9). If unsure of the information needed, click on the Search icon to see a list of valid values for theitem. Current Hire Date will be the actual start date of employee, which will usually be the 1st or 16th. 795135101800 Sammy Bearkat 000000000 Query Date: July 16, 2013 Non-Exempt – New Hire Employee, HIRE03 SSN/SIN/TIN *123456789 -221-13800Create Job AssignmentJob Begin Date and Jobs Effective date will be the 1st day of the pay period (example: 2/1/2013 or 2/16/2013). The Personnel date will be the actual hire date if not hired on the 1st or 16th. Items indicated as “Not Enterable” are pre-determined by the approval category chosen.-1682758128000Fig. 10The Regular Rate should be:?Hourly EmployeesRate (ex. 7.25) that the employee should receive for each hour worked?Salaried EmployeeRate that the employee is to receive for the entire period of employment; factored by the FTE that the employee is appointed for. (ex. Faculty @ 5,000.00 per month would have a regular rate of = (5000 * 1.00 FTE) X 9 = 45,000.00)When calculating the annual salary for Faculty-ALWAYS take the monthly amount of salary they will receive and multiply it by 9 months. All Faculty setups that are less than 9 month have an end date on their salary setup.When calculating the annual salary for Staff. ALWAYS take the monthly amount of salary they will receive and multiply it by 12 months. Employees that are less than 12 months, be sure to put an end date on their employment setup.Hours per day is 8 X FTEHours per pay is 86.67 X FTEThe FTE represents the percentage of employment that the employee holds.Labor Distribution RecordEnter the FOAP that the position is to be paid from (Fig. 11). If two or more accounts apply, indicate the percent of the salary that is to be paid from each account. The percentage must total to100.00, regardless of the number of accounts indicated or the FTE that the employee holds. For example, an employee may be at a 50% FTE; however 100.00 percent of their salary may come froma single account. The effective date should be the Job Begin Date. Fig. 11Routing QueueThe Routing Queue is predetermined based on the approval category selected (Fig. 12). You must choose a person to represent each Approval Level indicated. Click on the Search icon to access a list of valid employees that hold the position indicated. You can build a routing queue that will auto fill for each ePAF you set up—see the instructions titled “Building EPAF Routing Queues”.Fig. 12In the event that the account you are paying from is a grant, click on the down arrow in the first Not Selected slot and select the (Office of) Research Administration. If theindividual that you are employing is international, click the down arrow in the first availableNot Selected slot and select International Programs, then add another box and add the Payroll Tax Specialist. . Select a username from the list byclicking the Search mentsComments can be added by the originator or by any approver along the routing queue (Fig. 13).Fig. 13After completing all necessary information, click Save.After clicking Save, any errors or warnings that may occur will be indicated at the top of the ePAF. Warnings can continue through the submission process, however errors will not. You must correctany errors before submitting. Error messages will identify the approval category in which the errorexists. For Student positions beginning over $8.50, add justification in comments. For one time pays you must list the hours and dates worked. Clicking Save does not submit the ePAF. You must click on Submit for Approval when completed.ReferencesShould you encounter difficulty in completing an online ePAF, contact one of the following individuals for assistance.If type of problem occursContactYou cannot log onto My SamInformation Resources (935) 294-1950 helpdesk@shsu.eduMy Sam displays an error stating you have no ePAFaccessPayroll (936) 294-1094 cml018@shsu.eduProblems completing ePAFUndergraduate Student (all) EPAFs—Brandi O’Bannon at 4-1069Graduate Student (all) EPAFs—Paula Jannett at 4-1071One Time Pays (Faculty and Staff) EPAFs---Vacant at 4-1070Re-hire, Leave, Separation (Faculty and Staff) EPAFs—Vacant 4-1070Change to Position (Faculty and Staff) EPAFs—Vacant 4-1070New Hire (Faculty and Staff) EPAFs—Nancy Cordner 4-2431Student Assistant One Time Pays – Brandi O’Bannon 4-1069Misc One Time Pay – Not currently Employed - Brandi O’Bannon 4-1069General Questions – Angie Thompson – 4-4409 RevisionsInclude a table to store document revision history and information.VersionDateAuthorNotes1-012/9/10Elizabeth ScottApplied standards and made minor modifications/corrections2-01/3/2011Dana AngelloMinor modifications3.007/12/2011Jenny ZimontMinor modifications 4.0 7/9/2013Angela ThompsonMinor modificationsAppendix A – Employee Type/Class?AN, Non-Compensated Affiliates?E1, Stf Exmt Salaried FT?EA, Stf Exmt Salaried PT?F1, Fac 12 Mo FT Library?F2, Fac 9 Mo FT?F3, Fac <9 Mo FT?FA, Faculty PT?GA, Graduate Salaried PT?N1, Stf Non-Exmt Salaried FT?N2, Stf Non-Exmt Hrly FT?NA, Stf Non-Exmt Salaried PT?NB, Stf Non-Exmt Hrly PT?O1, Fac 9 Mo FT Other Ret?O2, Fac <9 Mo FT Other Ret?O3, Stf Exmt FT Other Ret?O4, Stf Non-Exmt FT Other Ret?O5, Stf Non-Exmt Hrly FT Other Ret?OA, Fac PT Other Ret?OB, Stf Exmt PT Other Ret?OC, Stf Non-Exmt PT Other Ret?OD, Stf Non-Exmt Hrly PT Other Ret?RR, Retirees Non-Working?ST, Student?T1, Fac 9 Mo FT TRS Ret?T2, Fac <9 Mo FT TRS Ret?T3, Stf Exmt FT TRS Ret?T4, Stf Non-Exmt FT TRS Ret?T5, Stf Non-Exmt Hrly FT TRS Ret?TA, Fac PT TRS Ret?TB, Stf Exmt PT TRS Ret?TC, Stf Non-Exmt PT TRS Ret?TD, Stf Non-Exmt Hrly PT TRS Ret?XO, One-Time-PaysAppendix B—ePAF ToolsEPAF Categories (Code)When you would use this particular EPAFExempt - Additional Job Assignment, PT Position(AJOB01)To assign a current employee to an additional part time exemptpositionExempt - Change Current Job Assignment (UPJA01)To modify a current exempt assignment; ex. FTE or salary changeExempt - Change Employee Position Within Dept (IDJC01)To change a current exempt position within the same department; ex. promotion, demotion, reclassificationExempt - Employee Transfer to New Dept (DPTR01)To transfer a current exempt employee to a different departmentExempt - End Job Assignment (TERM08)To remove a current employee from an exempt assignmentExempt - Hire New Employee (HIRE01)To hire an exempt staff employeeExempt - Hire Return to Work SHSU Retiree (HIRE45)To hire a SHSU return to work retiree into an exempt staff positionExempt - Hire Return to Work (non SHSU) Retiree (HIRE40)To hire a non SHSU return to work retiree into an exempt staff positionExempt - One Time Pay (OTPY01)To pay a one time pay for an exempt assignment (explanation and calculation required in comment field)Exempt - Separation/Retirement from SHSU (TERM09)To process a separation of employment, resignation, or retirementfrom SHSU for an exempt employee (reason required from drop-down menu)Exempt - Stipend (STIP01)To set up a stipend for an exempt assignment (explanation required in comment field)Faculty - Additional Job Assignment, PT Position(AJOB02)To assign a current employee to an additional part time facultypositionFaculty - Change Current Job Assignment (UPJA02)To modify a current faculty assignment; ex. FTE or salary change for an on-going assignment (no end date)Faculty - Change Single Semester Assignment (UPJA07)To modify a single semester faculty assignment; ex. FTE or salary change that requires an end of assignment dateFaculty - Change Employee Position Within Dept (IDJC03) To change a current faculty position within the same departmentFaculty - Employee Transfer to New Dept (DPTR03) To transfer a current faculty employee to a different departmentFaculty - Development Leave (LEAV20)To place a faculty employee on leave without pay due to developmental leaveFaculty - End Job Assignment (TERM01) To remove a current employee from a faculty assignmentFaculty - Hire Return to Work (non SHSU) Retiree(HIRE41) To hire a non SHSU return to work retiree into a faculty positionFaculty - Hire Return to Work SHSU Retiree (HIRE46) To hire a SHSU return to work retiree into a faculty position Faculty - Hire Single Semester (HIRE11) To hire a faculty employee for a single semester appointment Faculty - Hire New Employee (HIRE10) To hire a faculty employeeFaculty - One Time Pay (OTPY04)To pay a one time pay for a faculty assignment (explanation and calculation required in comment field)Faculty - Overload Instruction (OVRL01) To set up a current employee on an overloadFaculty - Overload Reappointment (OVRL02) To reestablish an overload from a previous semesterFaculty - Separation/Retirement from SHSU (TERM02)To process a separation of employment, resignation, or retirement for a faculty employee (reason required from drop-down menu)Faculty - Single Semester/9 Mo Assignment (HIRE12) To reappoint single semester or 9 month temporary faculty employees;ex. pool or clinical facultyFaculty - Stipend (STIP03)To set up a stipend for a faculty assignment (explanation required in comment field)Graduate Asst - Additional Job Assignment (AJOB05)To assign a current employee to an additional graduate assistant positionGraduate Asst - Change Current Job Assignment(UPJA04)Graduate Asst - Change Employee Position Within Dept(IDJC07)To modify a current graduate assistant assignment; ex. FTE or salary changeTo change a current graduate assistant position within the same departmentGraduate Asst - End Job Assignment (TERM05)To remove a current employee from a graduate assistant assignmentGraduate Asst - Hire New Employee (HIRE50)To hire a graduate assistant employee (non teaching position) Graduate Asst - Hire New/Teaching (HIRE55)To hire a graduate assistant employee that is teaching class(es) Graduate Asst - Reappointment (HIRE52)To reappoint current graduate assistant for a consecutive semesterGraduate Asst - Reappointment/Teaching (HIRE57)To reappoint current graduate teaching asst for a consecutive semesterGraduate Asst - Separation from SHSU (TERM06)To process a separation of employment or resignation for a graduate assistant employee (reason required from drop-down menu)Leave - Employee Suspension (LEAV30)To place an employee on leave without pay due to a disciplinarysuspensionLeave - Family Medical Leave Without Pay (FMLA) (LEAV01)To place an employee on leave without pay due to a family medical leave eligible eventLeave - Leave Without Pay, Without Benefits (LEAV05)To place an employee on leave without pay (non-FMLA related or eligible event)Leave - Return to Work (LEAV99)To place an employee back on payroll from a leave without pay statusMisc - Add Non-Compensated Affiliate (HIRE02)To place a non compensated affiliate (visiting scholars, military science, etc.) on the systemMisc - Change Non-Grant Funding Source (LBDS01)To change a funding source for an assignment (not contracts and grants related)Misc - Change Grants/Cost Share Reassignment(LBDS02)To change a funding source or cost share for a contract or grant related assignmentMisc - One Time Pay/Not Currently Employed (HIRE60)To pay a one time pay to someone who is not currently on payrollMisc - Separation Non-Compensated Affiliate from SHSU (TERM07)To remove a non compensated affiliate (visiting scholars, military science, etc.) from the systemNon-Exempt - Additional Job Assignment, PT Position(AJOB04)To assign a current employee to an additional part time non exempt positionNon-Exempt - Change Current Job Assignment (UPJA03)To modify a current non exempt assignment; ex. FTE or salary changeNon-Exempt - Change Employee Position Within Dept(IDJC05)To change a current non exempt position within the same department;ex. promotion, demotion, reclassificationNon-Exempt - Employee Transfer to New Dept (DPTR04)To transfer a current non exempt employee to a different departmentNon-Exempt - End Job Assignment (TERM10)To remove a current employee from a non-exempt assignmentNon-Exempt - Hire Temporary Staff (NBE/Less than 4.5 months) (HIRE31)To hire a temporary staff employee into a non benefit eligible position(either less than 4.5 months in duration or less than half-time per week)Non-Exempt - Hire New Employee (HIRE03)To hire a non exempt staff employeeNon-Exempt - Hire Return to Work (Non SHSU) Retiree, Hourly (HIRE43)To hire a non SHSU return to work retiree into a non exempt staff position paid on an hourly basisNon-Exempt - Hire Return to Work (Non SHSU) Retiree, Salary (HIRE44)To hire a non SHSU return to work retiree into a non-exempt staff position paid on a salaried (monthly) basisNon-Exempt - Hire Return to Work SHSU Retiree, Hourly(HIRE 49)To hire a SHSU return to work retiree into a non exempt staff position paid on an hourly basisNon-Exempt - Hire Return to Work SHSU Retiree, Salary(HIRE48)To hire a SHSU return to work retiree into a non-exempt staff position paid on a salaried (monthly) basisNon-Exempt - One Time Pay (OTPY02)To pay a one time pay for a non exempt assignment (explanation and calculation required in comment field)Non-Exempt - Separation/Retirement from SHSU (TERM11)To process a separation of employment, resignation, or retirement for a non-exempt employee. Reason required from drop-down menu.Non-Exempt - Stipend (STIP02)To set up a stipend for a non exempt assignment (explanation required in comment field)Student Asst - Additional Job Assignment (AJOB06)To assign a current employee to an additional student assistantpositionStudent Asst - Change Current Job Assignment (UPJA05)To modify a current student assistant assignment; ex. salary changeStudent Asst - Change Employee Position Within Dept(IDJC09)To change a current student assitant position within the same department; ex. title change, assistant to leadworkerStudent Asst - End Job Assignment (TERM03)To remove a current employee from a student assignmentStudent Asst - Hire New Employee (HIRE51)To hire a student employeeStudent Asst - One Time Pay (OTPY03)To pay a one time pay for a student assignmentStudent Asst - Separation from SHSU (TERM04)To process a separation of employment or resignation for a student employee (reason required from drop-down menu) ................
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