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EPAF
BACKGROUND INFORMATION
The
Banner Electronic Personnel Action Form
(EPAF) process requires exact information in order
to successfully process the desired action. EPAF users should gather
the required information before opening the EPAF on the Banner
desktop. Required information will vary from one type of EPAF to
another. In general, the following types of information are
required:
First, the person who is
the subject of the EPAF (if it is person related) must be recorded as a
person in the Banner HR system prior to the tender of an EPAF
involving them. Banner person record keeping starts with the entry
of a person into the Banner system where information about them is
recorded in a "general person" table. Persons who would be
advanced to employment have to have certain actions taken with regard to
their record in Banner HR in order to make them eligible for employee
status. These include entering a Social Security number into the PEAEMPL
form and entering and saving certain biographic data including date of
birth, gender, ethnicity, and citizenship.
Persons processing EPAFs will not ordinarily have access to the system
functionality to set the SSN and enter/save bio-data. It is
planned that specific persons in the Colleges and major units will be
responsible for the verification and entry of data necessary to make an
individual eligible for employment. Therefore, the first step
in the EPAF process is to determine that the person who would be the
subject of an EPAF (if it is person related) is set to employee status.
If the person is not in the Banner HR system at all or is not recorded as
in employee status, please contact your College or major unit
representative and make arrangements for the recording of data necessary
to precede the EPAF.
Second, the Banner EPAF
will require a specific position number that will be involved in
personnel actions that are the subject of the EPAF. The former
legacy Personnel Action Request (PAR) could in certain situations be
advanced with the position number "to be determined." This is
not possible in Banner HR. Therefore, the EPAF users needs to know
the exact position number that will be involved in the EPAF. EPAF
users should have their organizational (org-level) security set so that
they can see information about the positions they are responsible for.
EPAFs may affect existing positions. The EPAF process cannot be used
to set up a new position. For that reason, if the desired position
does not presently exist in the submitting unit, do not attempt to
process an EPAF but rather contact the Budget Office for information
relative to establishing a new position.
Third, gather the
specific information necessary for a particular EPAF. This might
include an exact starting date, an exact starting
compensation rate, an exact employment ending date, an exact
date of stopping a job in one position, and/or an exact date for
starting or transferring to a new job in another position. The set
of information necessary to properly populate the EPAF Category fields
will vary from Category to Category.
Fourth, review the
information and determine which EPAF Category to use to achieve the
desired result. A separate web page on this site, lists the
available EPAF Categories, their intended purposes, and who is set as FYIs,
Approvers, and/or Applier
for that Category. Select the one that is appropriate for the
desired action. If EPAF users have any uncertainty about which EPAF
Category to use or whether an appropriate EPAF Category even exists,
please contact human resources at
human-resources@marshall.edu
Fifth, the labor
distribution is critically important and will need to be entered or
confirmed for a variety of EPAF Categories. In Banner parlance, the
labor distribution numbers are called a FOAPAL.
Each budgeted position in the University has attached to it an approved
FOAPAL that indicates among other things which Fund,
Org(anization), and Account
provides salary for the position. Certain other elements of the
FOAPAL will default into place or are not used at the present time at
Marshall University.
Once the status of the person as employee-eligible is established and
once the necessary information to process the EPAF are in hand, the user
may sign on to the Banner HR desktop and call form NOAEPAF,
described elsewhere in this site.
Questions, concerns, or issues about the EPAF process may be directed
to Human Resource Services.
[GO
TO THE EPAF PROCESSES TOP PAGE]
[GO TO THE BANNER TOP PAGE][GO
TO THE HRIS TOP PAGE]
Revised 12/14/2005. Problems with this page? Contact
human-resources@marshall.edu
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