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EPAF PROXIES Persons who have responsibility for reviewing Electronic Personnel Action Forms (EPAFs) can designate one or more proxies. The proxy can serve to review and potentially approve EPAFs for the primary approver according to his/her instructions. The primary EPAF approver may direct his/her proxy to review and potentially approve EPAFs only under certain circumstances such as the primary approver being on vacation, or otherwise off campus, or as specifically directed by the primary approver in specific circumstances. The primary approver may also make an arrangement with his/her proxy such that the proxy reviews all EPAFs for the approver regardless of whether or not the primary approver is present for work. The EPAF sponsoring departments (Human Resource Services, Payroll Office, and Budget Office) consider an approval to be valid whether exercised by the primary approver or by the proxy. These sponsoring departments will not necessarily do any research to discover who actually approved an EPAF. Thus, the directions to the proxy need to be clear and explicit. If the primary approver does not wish the proxy to exercise review/approval for any or all EPAFs, then those directions need to be provided to the proxy. The requirements for a proxy are the same as the requirements for any other EPAF participant. They must have an MUInfo account (username/password), must have participated in general Banner HR training and in specific training for the EPAF, and must have privileges extended to them to open and update the EPAF form. Questions about participation in the EPAF process may be directed to Erica Thomas at 304.696.3406 or be e-mail to ooten4@marshall.edu. The primary approver selects and approves a proxy on the form NTRPROX, the Electronic Approval Proxy Rule Form. An illustration of form NTRPROX appears below.
The EPAF approver must designate the proxy himself/herself through this form since it has a security log-in. The primary approver's username and password must be provided in order to register a proxy. Additionally, the primary approver's approved EPAF roles will show up in the fields in the middle of the form. Proxies are designated for specific approval levels. If the primary approver has multiple approval roles, proxies can be selected separately for each approval level. Assuming that the correct approval level for the primary approver is visible in the middle portion of the form, "Default Level Description," the primary approver may select a proxy by clicking in the first line of the fields headed "Proxy ID." EPAF approvers are reminded to adjust their proxy designations if the proxy leaves the University or transfers to another post where continuing to serve as a proxy would be inappropriate. To remove a person as a proxy, click on the person's name and select "Record" and "Remove." [GO
TO THE EPAF PROCESSES TOP PAGE] Problems with this page? Contact human-resources@marshall.edu |
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