The following conditions must be satisfied for the processing of the Electronic Personnel Action Form (EPAF):

(1) The persons who create, review and/or approve EPAFs must be enrolled for the Banner HR™ View Process and the Banner HR™ EPAF Process.  This is accomplished by downloading and completing the form available by clicking HERE.  

(2) Such persons should attend training modules on Banner HR™ Basic Navigation; the Banner HR™ View Process; and the Banner HR™ EPAF Process.  Users are also welcome to attend The EPAF Demo as a last stage of the training to view the actual demonstration of the EPAF.  Information on dates and times for these modules can be found on the Human Resource Services Training and Development page reached by clicking HERE.  

(3) Individuals who will be reviewing and approving EPAFs at approval levels such as Program Chair/Manager, Dean/Director, and Vice President, must be enrolled as EPAF approvers.  The form to enroll for an approver role is available by clicking HERE.   The Approver must first complete the View Process form listed above.  

(4) When hiring New Hires, the person who is the subject of the EPAF must be set as employee-eligible in Banner HR™.  The HR Person Data Representative for the major unit that is responsible for the position (or Human Resource Services if no HR Person Data Representative is appointed for the major unit) must add the person as necessary to the Banner HR™ system and set the appropriate parameters so the person can be made subject of an EPAF.  This is referred to as the HR Person Data Entry Process and is described in a page reached by clicking HERE.  A form to complete and forward to the HR Person Data Representative (or to HR Services) to set up the individual for employee status can be downloaded/printed by clicking HERE.  

(5) The budget attached to the position must be sufficient to support the salary or wage rate reflected in the EPAF.  This can be determined by reviewing the labor distribution and budget for the position in Banner HR Form NBAPOSN.  Access to form NBAPOSN is available in the View process.  If the budget is insufficient or if the labor distribution (FOAPAL) is incorrect, contact the Budget Office as soon as possible to correct the budget.

(4) A valid INS Form I-9 must be completed for the individual who is subject of the EPAF if he/she never had a non-expiring Form I-9 for Marshall University for any time in the past.  Information on the University's processing of INS Form I-9 can be viewed in the policy and procedure reached by clicking HERE.   If an INS Form I-9 is not recorded in the Banner HR™ system within 72 hours of the starting date for the employment appointment, the appointment will be suspended and no salary/wage payments will be made.  If at all possible the Form I-9 should be completed and the appropriate entry made on the Banner HR™ system before the EPAF is processed.  To check for the existence of a valid Form I-9 consult form PPAINTL available in the View process discussed above.  If a record exists in PPAINTL for the individual's Form I-9, note the date of the Form I-9.  It will be needed later for inclusion in the EPAF.  If no record exists in form PPAINTL, take steps to conclude the Form I-9 requirement before the EPAF is processed.  If Banner HR™ budget organization (org-level) security blocks access to form PPAINTL for the subject individual, please contact Human Resource Services at 304.696.6455 or human-resources@marshall.edu.  A plan for alternative access to the Form I-9 records is under development.