EPAF Category Information Sheet
Information Required: Originators of this EPAF Category are asked to gather the EPAF information below before attempting to create and submit the EPAF. Originators will find it helpful to have a current payroll calendar, EPAF manual and position description accessible when creating and submitting this EPAF. Use the position number the employee is moving into. Query date should be the same as the effective date which is normally the beginning of the pay period, unless another date is provided by HR or noted otherwise on the Promotion TDX ticket.
| EPAF Field Name |
Required Data Entry |
| EMPLOYEE JOB DETAILS |
| Job Begin Date |
If there is a LAST PAID DATE listed or this job has been used previously, leave this field with the original Job Begin date (no entry required). If the field is blank, enter the EPAF effective date. |
| Job End Date |
This will default to "Remove" to remove the current end date if applicable. |
| Jobs Effective Date |
Defaults to your Query Date and should be the EPAF effective date. |
| Personnel Date |
Same as EPAF effective date, unless the EPAF is retroactive, then enter the appropriate effective date. (e.g. late EPAF) |
| Title |
Enter the Title which should match what is listed above by the position number in the Employee Job Details |
| Pay for this PAF |
Enter salary pay amount. |
| Job Change Reason |
Enter the appropriate reason for the job change: Promotion, Transfer, etc. This can be found on the Promotion/Direct Placement TDX ticket. |
| Timesheet Queue |
Enter the Banner timesheet queue in which the employee will enter their leave report. If they use CostPoint for time, enter the Org number. |
| Supervisor ID |
Enter the Banner ID of the employee’s direct supervisor. |
| FTE |
Defaults to 1; may be updated if necessary. |
| Hours per Day |
Enter the hours per day the employee will be working; typically 7 or 8. |
| Hours per Pay |
Enter the hours per pay the employee will be working; typically 75.83 or 86.67. |
| Factor |
Enter the number of pay periods the employee will work; typically 24 |
| Pays |
Enter the number of pay periods the employee will be paid; typically 24 |
| Salary Table |
Enter the salary table; this is found on the position description. |
| Salary Grade |
Enter the salary grade; this is found on the position description. |
| Employee Class Code |
Enter the employee class; this is found on the position description. |
| Contract Type |
Default is set to ‘Primary’. If you get an error when saving the EPAF, you may need to update this field to ‘Secondary’. HRIS will update to Primary when the EPAF is applied. |
| Job Status |
Defaults to Active. |
| Step (Not Enterable) |
Defaults to 0. |
| EMPLOYEE/ORG/CHCKDIST/LOCATION |
| Employee Status (Not Enterable) |
Defaults to A for Active. |
| Employee Class Code |
Defaults to employee’s current employee class; update as appropriate; must match the employee class used in the Employee Job Details section above. |
| Leave Category Code |
Defaults to employee’s leave category; update as appropriate. |
| Benefit Category |
Defaults to employee’s benefit category; update as appropriate. |
| Home Organization |
Defaults to employee’s current home org; update as appropriate. |
| Check Distrib Orgn |
Defaults to employee’s current check dist org; update as appropriate; must match Home Organization. |
| +4 Zip |
Defaults to employee’s +4 zip; update as appropriate. |
| Campus Code |
Defaults to employee’s current campus code; update as appropriate; typically M for Main Campus. |
| LABOR DISTRIBUTION |
| Effective Date |
Enter the EPAF effective date. |
| FOAPAL |
Defaults with the FOAPAL listed on the position in Banner and should match the FOAPAL listed on the approved position description. |
| Percent |
Defaults with the last percent; update if necessary; must equal 100. |
Minimum Required Routing Queue: (NOTE - your department may require additional department approvers and the Provost Office if the EPAF is for Faculty)
| # |
Approver Level |
Name |
Action |
| 10 |
DEPT1 |
Budget Manager |
Approve |
| 70 |
HRCOMP |
ALINZ1 |
Approve |
| 80 |
PYREVW |
JSCHOEN1 |
FYI |
| 98 |
HR2 |
CWILLIAMS4 |
Approve |
| 99 |
HRAPLY |
CWILLIAMS4 |
Apply |
Required Comments: You may include any other comments you wish to make in order to give more information about the personnel action. Please do not add medical or other sensitive/confidential information in the EPAF comments.
Additional Instructions: If the employee had a cellphone allowance in their old job, please comment if the cell phone allowance will continue in the new job or if HRIS needs to end the cell phone allowance and the appropriate end date.
Available To
