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Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS)

Hourly New Hire or Assign to a New Position Number or Suffix

(HR-POS)

Wayne State University 1 April 27, 2009, v2.0


Table of Contents

Table of Contents Introduction .....................................................................................................4 Pre-Knowledge Assessment ................................................................................6 Learning Objectives...........................................................................................7 Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS):

Step 1: EPAF Login..................................................................................9 Step 2: New EPAF Person Selection.......................................................... 11 Step 3: New EPAF Job Selection .............................................................. 12 Step 4: Select Job Change Reason........................................................... 14 Step 5: Electronic Personnel Action Form

• Appointment (HIAPP)................................................................... 15 • Reappointment/Rehire (HIREA) ..................................................... 25 • Additional Service (ADDIT) ........................................................... 33 • Return from Temporary Reclassification (CHREC) ............................. 38 • Demotion/Downgrade (CJDOW)..................................................... 45 • Promotion (CJPRO) ...................................................................... 51 • Data Correction (DCCOR) ............................................................. 57 • Money Data Correction – Underpaid (MONUN) ................................. 63 • Reclassification (RCLAS)............................................................... 69 • Renewal of Appointment (RENEW) ................................................. 75 • Temporary Reclassification (RTTEM)............................................... 81

Step 6: Review Routing Queue................................................................ 87 Step 7: Add to Comment Box.................................................................. 88 Step 8: Save and Submit the Transaction ................................................. 89 Step 9: Scan or Import and Index Required Documentation ........................ 90

Summary....................................................................................................... 91 Access Additional Resources ............................................................................. 92 Post-Knowledge Assessment............................................................................. 93



Introduction Welcome to the Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS) course. HR-POS is the EPAF category used to process a new-hire or to assign a new position number or suffix. Times when HR-POS should be used include:

• For a person’s first employment in a specific position. • To rehire (HIREA) or RENEW only when there is a job end date on the

previous position/suffix. o Use RENEW when an employee signs a new letter of offer. o Use RENEW when a college work-study (CW) student receives federal

funding for a new/additional semester. o Use HIREA when there’s been a break in service of less than three

years. • When an employee is receiving an additional, secondary assignment. • When an employee is changing from one position to another (i.e., promotion,

reclassification, etc.). Associated within the HR-POS category are a number of job change reasons. However, not all job change reasons are available for all employees. Only those job change reasons specific to the employee’s E-Class can be selected for each transaction.

NOTE: The HR-POS approval category can ONLY be used for positive hourly positions, where a timesheet must be submitted to get paid.



Introduction, continued Before we begin, there are two important things to be aware of:

1) For each type of EPAF transaction, you must set up your default routing queue. If not, the EPAF transaction will not move through the appropriate approval routing. The ID and Campus EPAFs do not go through a typical approval routing. You must do a one-time default routing setup with your Access ID as the applier. This should NEVER be changed once it is set up. Further information about setting up default routing queues may be obtained from http://www.hr.wayne.edu/help under the heading EPAF.

2) All originators and approvers must take this course. Originators will learn to

complete the actual transactions. Approvers will learn the requirements of the transaction entries to ensure accuracy.

In this course, we will discuss how to perform the transactions for all of the job change reasons associated with HR-POS.


http://www.hr.wayne.edu/help


Pre-Knowledge Assessment

1. True or False? HR-POS is used to assign a new position or suffix. T F 2. True or False? HR-POS is used for all employee types. T F

3. Fill in the blank. There are a number of _______ change reasons associated

with HR-POS.

4. True or False? If you haven’t set up your default routing queue, a message will appear that requires you to do so before continuing with the EPAF.

T F 5. True or False? HR-POS is the EPAF category used to process positive hourly

new hires. T F

6. Fill in the blank. The _______________ is used to enter additional, but important information and instructions for the originator, approver, or FYIer.

7. True or False? All supporting documentation must be scanned or imported and indexed using ApplicationXtender’s document management system.

T F

8. True or False? ID is the EPAF category used to generate an ID for a new employee. T F

9. Fill in the blank. The EPAF CAMPUS category is used to add or make

___________ to an employee’s campus address information.

10. True or False? Performing a Person search helps prevent duplicate Banner IDs. T F




Learning Objectives Upon completion of this course, you will have learned how to complete the EPAF Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS) transaction. Specifically, you will learn to: Complete the Electronic Personnel Action Form for all job change reasons associated with the Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS) transaction:

Step 1: Login to EPAF Step 2: Complete the New Person Selection screen Step 3: Complete the New EPAF Job Selection screen Step 4: Select the Job Change Reason Step 5: Complete the Electronic Personnel Action Form for all job change reasons associated with the HR-POS transaction:

• Appointment (HIAPP) • Reappointment/Rehire (HIREA) • Additional Service (ADDIT) • Return from Temporary Reclassification (CHREC) • Demotion/Downgrade (CJDOW) • Promotion (CJPRO) • Data Correction (DCCOR) • Money Data Correction – Underpaid (MONUN) • Reclassification (RCLAS) • Renewal of Appointment (RENEW) • Temporary Reclassification (RTTEM)

Step 6: Review the Routing Queue Step 7: Add to the Comment Box Step 8: Save and Submit the Transaction Step 9: Scan or Import and Index Required Documentation

Identify Additional Resources Let’s begin with logging into EPAF.


Step 1: Login to EPAF The first step to completing an HR-POS transaction is to Login to EPAF. To do this, follow these steps: 1) Login to Pipeline at Pipeline.wayne.edu.

2) Click the Employee tab. 3) Click Employee

Self Service

4) Click More Employee Services



Step 1: Login to EPAF, continued

5) Click Electronic Personnel Action Forms.

6) Click New EPAF.



Step 2: New EPAF Person Selection The second step in creating an HR-POS EPAF involves completing the New EPAF Person Selection screen. The Banner ID should be established before beginning the HR-POS. If there is a Banner ID, but it is unknown, perform a Person Search. This must be done for EVERY HR-POS EPAF transaction. The following explains how to complete this screen:

1) Enter the employee’s Banner ID or Access ID and TAB to the Query Date field.

NOTE: Always check to be sure you have entered the appropriate ID!

2) In the Query Date field, enter the Personnel Date and press TAB.

NOTE: The Query Date MUST equal the Personnel Date. The query date will default in to all dates in the EPAF, except the contract end date. NOTE: The Personnel Date is the actual date the assignment starts.

3) In the Approval Category field, click the down arrow and select Hourly New

Hire or Assign to New Position Number or Suffix, HR-POS.

4) Click Go.



Step 3: New EPAF Job Selection The third step in creating a HR-POS EPAF involves the New EPAF Job Selection screen. This must be done for EVERY EPAF transaction. The following explains how to use this screen:

NOTE: Before entering the new job information, you MUST have a position number. If there is not an existing position number, a Position Action Request (PAR) form must be submitted (following your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position number.

1) Click All Jobs to verify if the person has ever been on this position

and suffix before or to see if there’s been a break in service.

2) Under New Job, enter the Position Number in the Position field and press TAB. NOTE: If the position classification does not have the expected title:

a. Check to make sure the correct position number was entered. b. Using your S/C/D processes, contact University Budget or ESC

for an expected completion date of the PAR information.

3) Next, enter the Suffix for the position in the Suffix field. The suffix should be “00” the first time the employee is on the position number. If the employee has been on this position number previously, the suffix should be next in sequence. (i.e., “01,” 02.”) It is very important that the suffix be a two-digit number and follow in sequence.

4) Click Create.

NOTE: If you have not set up your default routing queue, you will receive a message prompting you to do so. Follow the directions as they appear on the screen. If you do not do this, you can NOT continue with the transaction! Further information about setting up default routing queues may be obtained from http://www.hr.wayne.edu/help under the heading EPAF.


http://www.hr.wayne.edu/help


Step 3: New EPAF Job Selection, continued



Step 4: Select the Job Change Reason After logging on to EPAF and completing the New Person Selection and New Job Selection screens, you will be prompted to select a job change reason. This must be done for EVERY HR-POS EPAF transaction.

1) Here, following the directive, “Please Select a JCRE,” click the down arrow to select the appropriate job change reason code. Remember, associated within the HR-POS category are a number of job change reasons. However, not all job change reasons are available for all employees. Only those job change reasons specific to the employee’s E-Class can be selected for each transaction.

2) A description of the job change reason you selected appears.

Now that we’ve discussed the steps involved in beginning an HR-POS EPAF, let’s take a close look at completing the Electronic Personnel Action Form for each job change reason associated with HR-POS.



Appointment (HIAPP) Overview The Appointment (HIAPP) transaction is the HR-POS job change reason code used for an employee’s first job ever at the University, or, if the employee is returning to the University after a separation of at least three years. There are several different types of appointments:

1) Employees for whom this is their first job ever at the University or in

Housing.

2) Employees for whom this is their first benefited job (Skilled Trades) with the University or in Housing.

3) Employees returning to the University or Housing after a separation of at least 3 years.

NOTE: University and Housing are two different employers. Therefore, transactions should be treated separately. NOTE: If there is a current active assignment, you may need to do an EPAF TERM-J transaction on the current, active position. If you are unsure whether to do a TERM-J on the current, active position, contact your S/C/D. • Any TERM-J transaction must be originated and in pending status, but

does not have to be applied to NBAJOBS before originating and submitting the HIAPP transaction. (Approvers must approve the TERM-J before the originator completes the HIAPP transaction).

• If the TERM-J has not been applied before originating the HIAPP transaction, the HIAPP transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the HIAPP transaction.

• Before entering the new job information, you MUST have a valid, updated position number.

• If there is not an existing position number, a Position Action Request (PAR) form must be submitted (following your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position number.



Appointment (HIAPP), continued

• If you are using an existing position number you must make sure it has the

correct classification, salary and labor information. If it does not, a Position Action Request (PAR) form must be submitted (following your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position updated.

HR-POS HIAPP can be used with the following E-Classes: CW, HK, HP, HT, SK, ST, and TE.

REMEMBER! The HR-POS approval category can ONLY be used for positive hourly employees – employees who need to submit a timesheet to get paid.



Appointment (HIAPP), continued Complete the EPAF Transaction The following outlines the procedures for completing the HR-POS HIAPP transaction. Referring to any required documentation, perform each of the following steps. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)

STEP 3 New EPAF Job Selection (page 12)

STEP 4 Select Job Change Reason Code (page 14)

NOTE: The above is a general definition of the JCRE. To see when to use this JCRE for HR-POS transactions, refer to the E-Class list on the previous page.



Appointment (HIAPP), continued STEP 5 Electronic Personnel Action Form

NOTE: You MUST be aware of the “Loading” message in the upper right corner of the screen. This indicates that the system is retrieving web enhancements and no entry should be made until loading is complete.

Scroll down until all fields under Employee Information are visible. Complete this section by performing each action that follows.

1) In the Employee Class Code field, enter the position E-Class, and TAB to the Home Organization field.

NOTE: The Employee Class Code is a required field for HIAPP.

Warning: Any change in the employee class code affects a change in the leave accruals and benefits (Skilled Trades) of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.

2) In Home Organization, enter the appropriate Home Organization code (H followed by 4 characters) if the field is blank or different from the default. Then, TAB to the Check Dist Code.

3) Enter the Check Distribution Code (HC followed by 3 characters) if the field is blank or different from the default. Then, TAB to the District (SCD) Code field.

4) In the District (SCD) Code field, click the down arrow to the right of the field and select the appropriate code for the position’s S/C/D if the field is blank or different from the default. Then, TAB to the Current Hire Date field.

5) Enter the Current Hire Date

NOTE: The Current Hire Date is a required field for HIAPP and is the same as the Personnel Date.

6) In the I9 Form Indicator field, select Received if not already the default.

NOTE: The I9 Form Indicator is a required field.

7) For the I9 Date, enter the date that the I9 was completed, if different from the default date.

NOTE: The I9 Date is a required field.

NOTE: If the default I9 date is more than 3 years ago and there is a break in service, the employee must complete a new I9 and the date of the new I9 must be entered.

8) In the IPEDS Soft Money Ind field, click the arrow to the right of the field and select Yes or No, whichever is applicable. NOTE: If the salary is funded 50% or greater by a grant, the Soft Money Indicator should be checked “YES.” If you have questions, contact your S/C/D.



Appointment (HIAPP), continued This example shows a screen for a person who does not have a current, active assignment. Notice the absence of current values.

This example shows a screen for a person who is returning to the University after a separation of at least 3 years. Notice that the screen now shows current values.



Appointment (HIAPP), continued Scroll down until all fields under Job Detail are visible.

1) Check the Personnel Date field. It defaults from the Query Date and should be the actual date the assignment starts. If it is not, you MUST select the New EPAF link at the bottom of the screen to begin the transaction again, using the correct query date. If the Personnel Date is correct, TAB to the Primary/Secondary field.

NOTE: The Personnel Date is the actual date the assignment starts.

NOTE: The Job Begin Date and Jobs Effective Date auto-populate based upon the Personnel Date.

2) Click the down arrow to the right of the Primary/Secondary field and make your selection based upon if this is the employee’s primary or secondary position.

a. If an employee does NOT have an active assignment, select Primary.

b. If the employee has an active assignment:

i. If the employee has an active primary assignment that is to remain open and is not a Housing assignment, this would NOT be a HIAPP transaction. Select the New EPAF link at the bottom of the screen and enter the transaction with the Additional Service (ADDIT) job change.

ii. If the employee has an active assignment that is to be closed or has a housing assignment, select Secondary.

iii. If the employee has an active Housing assignment that is to remain active, and the new assignment is WSU employment, before continuing the transaction you must contact your HR Representative to change the housing assignment from Primary to Secondary.

3) Enter the Contract Begin Date listed in the documentation or if the

employee has a visa.

4) Enter the Contract End Date listed in the documentation or if the employee has a visa.

NOTE: The Contract End Date must be less than or equal to the visa expiration date.

NOTE: There must be a Contract End Date if there is a Contract Begin Date.

5) In the Regular Rate field, enter the employee’s hourly rate.

6) The Appointment Percent defaults in. Next, TAB to the FTE field.




7) The FTE field defaults in, but may be changed for E-Class HP ONLY. TAB to the next field.

8) Enter the Timesheet Orgn, starting with an H followed by 5 digits.

9) If the employee documentation includes degree information, select the applicable Radio Button: Y or N for Degree Information Received.

NOTE: If Y is selected, an email notification is sent to ESC to alert them that there is degree information to be entered into Banner from the scanned documentation.

10) If the employee has a visa, the date and type of the visa will be displayed here.

Scroll down until all fields under Labor Index and Account Information are visible.




1) Labor and Index Information defaults from the position. Only make

changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%.

NOTE: Pool and grant positions MUST always be entered. NOTE: If the information to be entered is different from the default, and the position is not a pool or grant position, a PAR must be sent to University Budget (following your S/C/D processes) for them to update the position before this transaction can be submitted. NOTE: E-Classes HK, H5, SK and TE can only be assigned to one index per position/suffix.

STEP 6 Review the Routing Queue (page 87) STEP 7 Complete the Comment Box (page 88) STEP 8 Save and Submit the Transaction for Approval (page 89) STEP 9 Scan or Import and Index Supporting Documentation (page 90)



Appointment (HIAPP), continued Reminders When creating a HIAPP transaction, you need to remember:


• If there is not an existing position number, a Position Action Request (PAR) form must be submitted (using your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position number.

• If you are using an existing position number you must make sure it has the correct classification, salary and labor information. If it does not, a Position Action Request (PAR) form must be sent (using your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position updated.

There are several different types of appointments:

1) Employees for whom this is their first job ever at the University or

in Housing.

2) Employees for whom this is their first benefited job (Skilled Trades) with the University or in Housing.

3) Employees returning to the University or Housing after a separation of at least 3 years.

NOTE: University and Housing are two different employers. Therefore, transactions should be treated separately. NOTE: If there is a current active assignment, you may need to do an EPAF TERM-J transaction on the current, active position. If you are unsure whether to do a TERM-J on the current, active position, contact your S/C/D.

• Any TERM-J transaction must be originated and in pending

status, but does not have to be applied to NBAJOBS before originating and submitting the HIAPP transaction. (Approvers must approve the TERM-J before the originator submits the HIAPP transaction).

• If the TERM-J has not been applied before originating the HIAPP transaction, the HIAPP transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the HIAPP transaction.



Appointment (HIAPP), continued • Any change in the employee class code affects a change in the leave

accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.

• It’s important that the transaction be approved and applied in accordance with the payroll deadline calendar, or the transaction will fail.

Review In this topic, you learned to complete the HR-POS personnel transaction for the HIAPP job change reason code.



Reappointment/Rehire (HIREA) Overview The Reappointment/Rehire (HIREA) transaction is the HR-POS job change reason used when an employee is returning to the University after a separation for any time period less than three years. HR-POS HIREA can be used with the following E-Classes: CW, HK, HT, SK, ST, and TE.

NOTE: REMEMBER! The HR-POS approval category can ONLY be used for positive hourly positions – employees who must submit a timesheet to get paid.

There is one type of rehire:

1) When an employee is returning to the university after a separation of less

than 3 years. NOTE: Do not use this job change reason code (JCRE) for employees with the E-Class HP. Instead, use JCRE RENEW. NOTE: If there is a current active assignment, you may need to do an EPAF TERM-J transaction on the current, active position. If you are unsure whether to do a TERM-J on the current, active position, contact your S/C/D. Any TERM-J transaction must be originated and in pending status, but

does not have to be applied to NBAJOBS before originating and submitting the HIREA transaction. (Approvers must approve the TERM-J before the originator completes the HIREA transaction).

If the TERM-J has not been applied before originating the HIREA transaction, the HIREA transaction must be entered as a Secondary assignment.

The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the HIREA transaction.



Reappointment/Rehire (HIREA), continued



• If you are using an existing position number you must make sure it has the correct classification, salary and labor information. If it does not, a Position Action Request (PAR) form must be submitted (using your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position updated.

Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS HIREA transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)



NOTE: The above is a general definition of the JCRE. To see when to use this JCRE for HR-POS transactions, refer to the E-Class list on page 73.



Reappointment/Rehire (HIREA), continued STEP 5 Electronic Personnel Action Form


Scroll down until all fields under Employee Information are visible. Complete this section by performing each action that follows.

1) In the Employee Class Code field, enter the position E-Class and TAB to the Home Organization field.

NOTE: The Employee Class Code is a required field for HIREA.


2) In Home Organization, enter the appropriate Home Organization code (H followed by 4 characters) if the field is blank or different from the default. Then, TAB to the Check Dist Code.

3) Enter the Check Distribution Code (HC followed by 3 characters) if the field is blank or different from the default.

4) In the District (SCD) Code field, click the down arrow at the right of the field and select the appropriate code for the position’s SCD if the field is blank or different from the default. Then, TAB to the Current Hire Date field.

5) Enter the Current Hire Date.

NOTE: The Current Hire Date is a required field and MUST be the same as the Personnel Date.


NOTE: The I9 Form Indicator is a required field.

7) For the I9 Date, enter the date that the I9 was completed, if different from the default date.

NOTE: The I9 Date is a required field.

NOTE: If the default I9 date is more than 3 years ago and there is a break in service, the employee must complete a new I9 and the date of the new I9 must be entered.





Next, scroll down until all fields under Job Detail are visible.




2) Click the down arrow at the right of the Primary/Secondary field and make your selection based upon whether this is the employee’s Primary or Secondary position.

c. If an employee does NOT have an active assignment, select Primary.

d. If the employee has an active assignment:

i. If the employee has an active primary assignment that is to remain open and is not a Housing assignment, this would NOT be a HIREA transaction. Select the New EPAF link at the bottom of the screen and enter the transaction with the Additional Service (ADDIT) job change reason.

ii. If the employee has an active assignment that is to be closed or has a housing assignment, select Secondary.

iii. If the employee has an active Housing assignment that is to remain active, and the new assignment is WSU employment, before continuing the transaction you must contact your HR Representative to change the housing assignment from Primary to Secondary.

3) Enter the Contract Begin Date listed in the documentation or if the employee has a visa.







5) In the Regular Rate field, enter the employee’s hourly rate.

6) The Appointment Percent defaults in. TAB to the FTE field.

7) The FTE field defaults in. TAB to the next field.


9) For Degree Information Received, select the applicable Radio Button: Y or N.







1) Labor and Index Information – This defaults from the position. Only make changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%.

NOTE: Pool and grant positions MUST always be entered. NOTE: If the information to be entered is different from the default, and the position is not a pool or grant position, a PAR must be submitted to University Budget (following your S/C/D processes) for them to update the position before this transaction can be submitted.




Reappointment/Rehire (HIREA), continued Reminders When creating a HIREA transaction, you need to remember:

• There is one type of rehire—when an employee is returning to the university after a separation of less than 3 years. NOTE: Do not use this job change reason code (JCRE) for employees with the E-Class HP. Instead, use JCRE RENEW following the notes on page NOTE: If there is a current active assignment, you may need to do an EPAF TERM-J transaction on the current, active position. If you are unsure whether to do a TERM-J on the current, active position, contact your S/C/D: Any TERM-J transaction must be originated and in pending

status, but does not have to be applied to NBAJOBS before originating and submitting the HIREA transaction. (Approvers must approve the TERM-J before the originator completes the HIREA transaction).

If the TERM-J has not been applied before originating the HIREA transaction, the HIREA transaction must be entered as a Secondary assignment.

The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the HIREA transaction.




• The Job Begin Date and Jobs Effective Date auto-populate based upon the Personnel Date.

• The Contract End Date must be less than or equal to the visa expiration date.




• The Employee Class Code is a required field for HIREA.

• Any change in the employee class code affects a change in the leave accruals and benefits (Skilled Trades) of the person and will terminate any current benefits that are not in the new employee class! If in doubt, contact your S/C/D.


Review In this topic, you learned to complete the HR-POS personnel transaction for the HIREA job change reason code.



Additional Service (ADDIT) Overview The Additional Service (ADDIT) transaction is the HR-POS job change reason used when an employee already has an active Primary assignment and is receiving additional Secondary assignments. HR-POS ADDIT can be used with the following E-Classes: CW, HK, HP, HT, ST, and TE.

REMEMBER! The HR-POS approval category can ONLY be used for positive hourly positions – positions in which employees must submit a timesheet to get paid. • Before entering the new job information, you MUST have a valid,

updated position number.



NOTE: E-Classes ST and CW can only have two active assignments. If there are two or more, contact your S/C/D.

Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS ADDIT transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)





Additional Service (ADDIT), continued

NOTE: The above is a general definition of the JCRE. To see when to use this JCRE for HR-POS transactions, refer to the E-Class list on page 81.

STEP 5 Electronic Personnel Action Form


Scroll down until all fields under Job Detail are visible. Do NOT make any changes to the data in the Employee Information section of the screen.




2) Click the down arrow at the right of the Primary/Secondary field and select Secondary.

NOTE: Additional Service Assignments are always secondary.








5) In the Regular Rate field, enter the actual hourly rate the employee is to receive.

6) In Appointment Percent, leave the default as 100 and TAB to the FTE field.




NOTE: If Y is selected, an email notification will go to ESC to alert them that there is degree information to be entered into Banner from the scanned documentation.





Scroll down until all fields under Labor Index and Account Information are visible. 1) Labor and Index Information – This defaults from the position. Only

make changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%.

NOTE: Pool and grant positions MUST always be entered. NOTE: If the information to be entered is different from the default, and the position is not a pool or grant position, a PAR must be submitted to University Budget (following your S/C/D processes) for them to update the position before this transaction can be submitted. NOTE: E-Classes HK, HT, and TE can only be assigned to one index per position/suffix.




Additional Service (ADDIT), continued Reminders When creating an ADDIT transaction, there are several things you need to remember: • Before entering the new job information, you MUST have a valid, updated

position number.



• The Personnel Date is the actual date the assignment starts.



• Additional Assignments are always secondary.


Review In this topic, you learned to complete the HR-POS personnel transaction for the ADDIT job change reason code.



Return from Temporary Reclass (CHREC) Overview The Return from Temporary Reclass (CHREC) transaction is the HR-POS job change reason used if an employee is returning from a temporary classification title back to their original classification title. HR-POS CHREC can be used with the following E-Classes: SK.

NOTE: You MUST do an EPAF TERM-J transaction on the current, active position:

• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the CHREC transaction. (Approvers must approve the TERM-J before the originator submits the CHREC transaction).

• If the TERM-J has not been applied before originating the CHREC transaction, the CHREC transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CHREC transaction.




Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS CHREC transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)



Return from Temporary Reclass (CHREC), continued STEP 3 New EPAF Job Selection (page 12)



Step 5 Electronic Personnel Action Form


1) In the Employee Class Code field, enter the position E-Class, if changing from default, and TAB to the Home Organization field.

Warning: Any change in the employee class code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.

2) In Home Organization, enter the appropriate Home Organization code (H followed by 4 characters), if changing from the default, and TAB to the Check Dist Code.

3) Then, enter the Check Distribution Code (HC followed by 3 characters), if changing from the default.

4) In the District (SCD) Code field, click the down arrow at the right of the field and select the appropriate code for the position’s S/C/D, if changing from the default. Then, TAB to the I9 Form Indicator field.



Return from Temporary Reclass (CHREC), continued

5) In the I9 Form Indicator field, if the employee completes a new I9 document, enter Received. If there is no new I9 data, leave the current value.

6) For the I9 Date, if the employee completes a new I9 document, enter the date the new I9 was completed.

7) In the IPEDS Soft Money Ind field, if changing from default, click the arrow to the right of the field and select Yes or No, whichever is applicable. NOTE: If the salary is funded 50% or greater by a grant, the Soft Money Indicator should be checked “YES.” If you have questions, contact your S/C/D.

Scroll down until all fields under Job Detail are visible.




2) If the TERM-J on the previous position has been posted to NBAJOBS, click the down arrow and select Primary. If it has not been posted, select Secondary.








5) In the Regular Rate field, enter the actual hourly rate the employee will receive.











1) Labor and Index Information defaults from the position. Only make changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%.





Return from Temporary Reclass (CHREC), continued Reminders When creating a CHREC transaction, you need to remember:


If there is not an existing position number, a Position Action Request (PAR) form must be submitted (using your S/C/D processes) to University Budget (for any partial or full general funded position) or ESC (for any pooled or full grant funded position) to get the position number.


• You MUST do an EPAF TERM-J transaction on the current, active position:

• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the CHREC transaction. (Approvers must approve the TERM-J before the originator completes the CHREC transaction).

• If the TERM-J has not been applied before originating the CHREC transaction, the CHREC transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CHREC transaction.

• The Personnel Date is the actual start date of the assignment.



• The Employee Class Code is a required field for CHREC.

• Any change in the employee class code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.




Return from Temporary Reclass (CHREC), continued Review In this topic, you learned to complete the HR-POS personnel transaction for the CHREC job change reason code.



Demotion/Downgrade (CJDOW) Overview The Demotion/Downgrade (CJDOW) transaction is the HR-POS job change reason used for any Demotion or Downgrade in Classification Title that is not due to a classification audit. HR-POS CJDOW can be used with the following E-Classes: SK.


• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the CJDOW transaction. (Approvers must approve the TERM-J before the originator submits the CHREC transaction).

• If the TERM-J has not been applied before originating the CJDOW transaction, the CJDOW transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CJDOW transaction.




Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS CJDOW transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)



Demotion/Downgrade (CJDOW), continued STEP 3 New EPAF Job Selection (page 12)





1. In the Employee Class Code field, enter the position E-Class, if different, and TAB to the Home Organization field.


2. In Home Organization, enter the appropriate Home Organization code (H followed by 4 characters), if changing from the default, and TAB to the Check Dist Code.

3. Then, enter the Check Distribution Code (HC followed by 3 characters), if changing from the default.

4. In the District (SCD) Code field, click the down arrow at the right of the field and select the appropriate code for the position’s S/C/D, if changing from the default. Then, TAB to the I9 Form Indicator field.



Demotion/Downgrade (CJDOW), continued

5. In the I9 Form Indicator field, if the employee completes a new I9 document, enter Received. If there is no new I9 data, leave the current value.

6. For the I9 Date, enter the date the I9 was completed for a new I9 document.

7. In the IPEDS Soft Money Ind field, click the arrow to the right of the field and select Yes or No, whichever is applicable. NOTE: If the salary is funded 50% or greater by a grant, the Soft Money Indicator should be checked “YES.” If you have questions, contact your S/C/D.

7)













5) In the Regular Rate field, enter the employee’s actual hourly rate.










Scroll down until all fields under Labor Index and Account Information are visible. 1) Labor and Index Information defaults from the position. Only make

changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%. NOTE: Pool and grant positions MUST always be entered. NOTE: If the information to be entered is different from the default, and the position is not a pool or grant position, a PAR must be submitted to University Budget (following your S/C/D processes) for them to update the position before this transaction can be submitted.




Demotion/Downgrade (CJDOW), continued Reminders When creating a CJDOW transaction, you need to remember: • Before entering the new job information, you MUST have a valid, updated

position number.




o The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the CJDOW transaction. (Approvers must approve the TERM-J before the originator completes the CJDOW transaction).

o If the TERM-J has not been applied before originating the CJDOW transaction, the CJDOW transaction must be entered as a Secondary assignment.

o The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CJDOW transaction.

• The Personnel Date is the actual date the assignment begins.





Review In this topic, you learned to complete the HR-POS personnel transaction for the CJDOW job change reason code.



Promotion (CJPRO) Overview The Promotion (CJPRO) transaction is the HR-POS job change reason used for promotions. HR-POS CJPRO can be used with the following E-Class: SK.


• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the CJPRO transaction. (Approvers must approve the TERM-J before the originator completes the CJPRO transaction).

• If the TERM-J has not been applied before originating the CJPRO transaction, the CJPRO transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CJPRO transaction.



Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS CJPRO transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)



Promotion (CJPRO), continued STEP 3 New EPAF Job Selection (page 12)












Promotion (CJPRO), continued


6) For the I9 Date, enter the date the I9 was completed for a new I9 document.





















NOTE: Pool and grant positions MUST always be entered.




NOTE: If the information to be entered is different from the default, and the position is not a pool or grant position, a PAR must be submitted to University Budget (following your S/C/D processes) for them to update the position before this transaction can be submitted.




Promotion (CJPRO), continued Reminders When creating a CJPRO transaction, you need to remember: • Before entering the new job information, you MUST have a valid, updated

position number.



• You MUST do an EPAF TERM-J transaction on the current, active position: o The TERM-J transaction must be originated and in pending status, but

does not have to be applied to NBAJOBS before originating and submitting the CJPRO transaction. (Approvers must approve the TERM-J before the originator completes the CJPRO transaction).

o If the TERM-J has not been applied before originating the CJPRO transaction, the CJPRO transaction must be entered as a Secondary assignment.

o The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the CJPRO transaction.






Review In this topic, you learned to complete the HR-POS personnel transaction for the CJPRO job change reason code.



Data Correction (DCCOR) Overview The Data Correction (DCCOR) transaction is the HR-POS job change reason used for corrections to the original action that DO NOT involve a correction in the money the employee receives. For example, the DCCOR transaction is used to correct a data entry error that would result in a new position/suffix. HR-POS DCCOR can be used with the following E-Classes: CW, HK, HP, HT, SK, ST, and TE. DCCOR will typically be used to correct a previous job assignment that can NOT be corrected via JOBDTL:

NOTE: DCCOR should NOT be used to make Labor changes. Instead use the LABOR approval category.

• An incorrect position number on an original transaction.

• An incorrect classification because the original transaction was posted before the budget office updated the position.


• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the DCCOR transaction. (Approvers must approve the TERM-J before the originator completes the DCCOR transaction).

• If the TERM-J has not been applied before originating the DCCOR transaction, the DCCOR transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the DCCOR transaction.

Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS DCCOR transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)





Data Correction (DCCOR), continued





WARNING: Any change in the Employee Class Code may affect a change in the leave accruals and benefits (skilled trades) of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.

2) In the Home Organization field, enter the appropriate Home Organization code (H followed by 4 characters), if applicable and TAB to the Check Dist Code.

3) Then, enter the Check Distribution Code, if different (HC followed by 3 characters).

4) In the District (SCD) Code field, click the down arrow at the right of the field and select the appropriate code for the position’s SCD, if different. Then, TAB to the Current Hire Date field.


NOTE: The I9 Form Indicator is a required field. This is a new requirement!




6) For the I9 Date, enter the date that the I9 was completed, if different from the default.

7) In the IPEDS Soft Money Ind field, click the arrow to the right of the field and select Yes or No, whichever is applicable.

NOTE: If the salary is funded 50% or greater by non-general funds with an index starting with 3, 4, 14 (indirect costs), some 2’s, or some 17’s, the Soft Money Indicator should be checked “YES.” If you have questions, contact your S/C/D.











Data Correction (DCCOR), continued Reminders When creating a DCCOR transaction, you need to remember: • You MUST do an EPAF TERM-J transaction on the current, active position:

• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the DCCOR transaction. (Approvers must approve the TERM-J before the originator completes the DCCOR transaction).

• If the TERM-J has not been applied before originating the DCCOR transaction, the DCCOR transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the DCCOR transaction.





Review In this topic, you learned to complete the HR-POS personnel transaction for the DCCOR job change reason code.



Money Data Correction – Underpaid (MONUN) Overview The Money Data Correction-Underpaid (MONUN) transaction is the HR-POS job change reason used for any correction to the original action that resulted in an employee being underpaid. MONUN should only be done as an HR-POS if the employee fell off or was taken off the Payroll before their true Contract ended, or if they are still owed money on a position that was already closed for some reason.

HR-POS MONUN can be used with the following E-Classes: CW, HK, HP, HT, ST, and TE.




Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS MONUN transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)





Money Data Correction-Underpaid (MONUN), continued




1) In the Employee Class Code field, if applicable, enter the position E-Class and TAB to the Home Organization field.

Warning: Any change in the Employee Class Code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.





NOTE: If there is a gap in service for E-Class HP, and the I9 is older than three years, you MUST do a new I9.



Money Data Correction-Underpaid (MONUN), continued Scroll down until all fields under Labor Index and Account Information are visible.







Money Data Correction-Underpaid (MONUN), continued Reminders When creating an MONUN transaction, you need to remember:








Review In this topic, you learned to complete the HR-POS personnel transaction for the MONUN job change reason code.



Reclassification (RCLAS) Overview The Reclassification (RCLAS) transaction is the HR-POS job change reason used for any Change in Classification Title EXCEPT Promotions, Demotions, changes between Non-Academic Classification Titles within the same salary grade and changes between benefited and non-benefited classifications. HR-POS RCLAS can be used with the following E-Classes: CW, HK, HT, SK, ST, and TE.


• The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the RCLAS transaction. (Approvers must approve the TERM-J before the originator completes the RCLAS transaction).

• If the TERM-J has not been applied before originating the RCLAS transaction, the RCLAS transaction must be entered as a Secondary assignment.

• The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the RCLAS transaction.




Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS RCLAS transaction.



Reclassification (RCLAS), continued STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)







Warning: Any change in the Employee Class Code affects a change in the leave accruals and benefits (Skilled Trades) of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.




Reclassification (RCLAS), continued














Reclassification (RCLAS), continued



5) In the Regular Rate field, enter the employee’s regular hourly rate.










Reclassification (RCLAS), continued 1) Labor and Index Information defaults from the position. Only make






Reclassification (RCLAS), continued Reminders When creating an RCLAS transaction, you need to remember: • Before entering the new job information, you MUST have a valid, updated

position number.

• If there is not an existing position number, a Position Action Request (PAR) form must be submitted (using your S/C/D processes) to University Budget (for any partial or full general-funded position) or ESC (for any pooled or full grant-funded position) to get the position number.

• If you are using an existing position number you must make sure it has the correct classification, salary and labor information. If it does not, a Position Action Request (PAR) form must be submitted (using your S/C/D processes) to University Budget (for any partial or full general-funded position) or ESC (for any pooled or full grant-funded position) to get the position updated.


o The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the RCLAS transaction. (Approvers must approve the TERM-J before the originator completes the RCLAS transaction).

o If the TERM-J has not been applied before originating the RCLAS transaction, the RCLAS transaction must be entered as a Secondary assignment.

o The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the RCLAS transaction.




• Any change in the Employee Class Code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.


Review In this topic, you learned to complete the HR-POS personnel transaction for the RCLAS job change reason code.



Renewal of Appointment (RENEW) Overview The Renewal of Appointment (RENEW) is used for any Renewal of Assignment when there is no gap in service. Also use for Part-Time Faculty that are not additional service assignments and when the employee has had a Part-Time Faculty assignment within the past three years.

HR-POS RENEW can be used with the following E-Classes: CW, HK, HP, HT, ST, and TE.

NOTE: If the employee’s assignment is still open on NBAJOBS and needs to be renewed, use JOBDTL, except for E-Class HP.

NOTE: Renewals for the E-Class HP are ALWAYS done via HR-POS because they require a new position number or position suffix for each assignment.


• When doing a RENEW, you must use the next suffix on the existing position number.



Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS RENEW transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)





Renewal of Appointment (RENEW), continued





Warning: Any change in the Employee Class Code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.





NOTE: If there is a gap in service for E-Class HP, and the I9 is older than three years, you MUST do a new I9.



Renewal of Appointment (RENEW), continued Scroll down until all fields under Labor Index and Account Information are visible.







Renewal of Appointment (RENEW), continued Reminders When creating an RENEW transaction, you need to remember:









Review In this topic, you learned to complete the HR-POS personnel transaction for the RENEW job change reason code.



Temp Reclass (RTTEM) Overview The Temp Reclass (RTTEM) transaction is the HR-POS job change reason used when an employee receives a Temporary Change in Classification. HR-POS RTTEM can be used with the following E-Class: SK.


o The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the RTTEM transaction. (Approvers must approve the TERM-J before the originator completes the RTTEM transaction).

o If the TERM-J has not been applied before originating the RTTEM transaction, the RTTEM transaction must be entered as a Secondary assignment.

o The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the RTTEM transaction.




Complete the EPAF Transaction The following pages outline the step-by-step procedures for completing the HR-POS RTTEM transaction. STEP 1 Login to EPAF (page 9) STEP 2 New EPAF Person Selection (page 11)




Temporary Reclass (RTTEM), continued STEP 4 Select Job Change Reason Code (page 14)












Temporary Reclass (RTTEM), continued







2) If the TERM-J on the previous position has been posted to NBAJOBS, click the down arrow and select Primary. If it has not been posted, select Secondary. Enter the Contract Begin Date listed in the documentation or if the employee has a visa.








5) In the Regular Rate field, enter the employee’s regular hourly rate.











1) Labor and Index Information defaults from the position. Only make changes if it is different from the default. To make changes, enter the Index and TAB to the Percent field. Always ensure the percentage of the Index totals 100%.





Temporary Reclass (RTTEM), continued Reminders When creating an RTTEM transaction, you need to remember: • Before entering the new job information, you MUST have a valid, updated

position number.




o The TERM-J transaction must be originated and in pending status, but does not have to be applied to NBAJOBS before originating and submitting the RTTEM transaction. (Approvers must approve the TERM-J before the originator completes the RTTEM transaction).

o If the TERM-J has not been applied before originating the RTTEM transaction, the RTTEM transaction must be entered as a Secondary assignment.

o The system will make the Primary/Secondary assignment change ONLY if the employee class code is changed in the Employee Information section of the RTTEM transaction.



• Any change in the Employee Class Code affects a change in the leave accruals and benefits of the person and will terminate any current benefits that are not in the new employee class! If you are in doubt, contact your S/C/D.


Review In this topic, you learned to complete the HR-POS personnel transaction for the RTTEM job change reason code.



Step 6: Review the Routing Queue The sixth step in completing an EPAF transaction is making sure your routing queue is accurate. The steps for doing so follow. Step 6 Review Routing Queue

NOTE: If you had NOT already done so, you were prompted to set up your default routing queue when you first entered the EPAF transaction. The steps that follow are for EDITING the routing queue for the current transaction. The routing queue must be accurate. If you have questions about the routing queue, speak to your approver or business manager.

1) If necessary, for the current transaction only, enter additions to the

required Approval (review) Levels.

NOTE: Do NOT add approval level 60 to the routing queue!

2) If necessary, for the current transaction only, enter changes or additions to the AccessID(s) for an approval level(s).

3) If necessary, for the current transaction only, enter changes or additions to the Required Action for an approval level(s)

NOTE: If more than 9 approval levels are required, click Save and Add New Rows and enter the additional approval level information

Scroll down until the Comment box is visible.



Step 7: Add to the Comment Box The seventh step in completing an EPAF transaction is adding explanatory and/or required comments. Comments should give information that further clarifies the transaction, or instructs the approver or originator about transaction specifics. The steps for adding a comment follow. Step 7 Complete Comment Box

1) Enter any comments that are relevant to the transaction in this box.

2) Click Save.



Step 8: Save and Submit the Transaction The final step, Step 8, is saving and submitting the transaction. This saves it to the system, and places it in the routing queue to be reviewed and approved. The steps for doing so follow.

NOTE: You MUST be aware of the “Loading” message in the upper right corner of the screen. This indicates that the system is retrieving web enhancements. Do NOT click Submit until loading is complete.

Step 8 Save and Submit the Transaction

1) Click Save.

2) Click Submit.

NOTE: Once the transaction has been successfully submitted, it is placed in the Pending Queue awaiting approval.

3) At the bottom of the screen is the Transaction History section. This section shows when the transaction was created and submitted, and by whom.



Step 9: Scan or Import and Index Supporting Documentation When an EPAF HR-POS transaction has been successfully saved and submitted, it is time to organize your supporting documentation and scan or import it and index it using ApplicationXtender. This provides an electronic copy for individuals in your routing queue to refer to as they review your transaction. There is a separate course for ApplicationXtender. You MUST attend this course to be granted access. See your supervisor for details.




Summary This completes Hourly New Hire or Assign to a New Position Number or Suffix (HR-POS). Now that you have completed this lesson, you should be able to use EPAF to complete the HR-POS EPAF transaction. Specifically, you should be able to:

Step 1: Login to EPAF Step 2: Complete the New Person Selection screen Step 3: Complete the New EPAF Job Selection screen Step 4: Select the Job Change Reason Step 5: Complete the Electronic Personnel Action Form for all job change reasons associated with the HR-POS transaction:

• Appointment (HIAPP) • Reappointment/Rehire (HIREA) • Additional Service (ADDIT) • Return from Temporary Reclassification (CHREC) • Demotion/Downgrade (CJDOW) • Promotion (CJPRO) • Data Correction (DCCOR) • Money Data Correction – Underpaid (MONUN) • Reclassification (RCLAS) • Renewal of Appointment (RENEW) • Temporary Reclassification (RTTEM)

Step 6: Review the Routing Queue Step 7: Complete the Comment Box Step 8: Save and Submit the Transaction Step 9: Scan or Import and Index Supporting Documentation

New Hire or Assign to New Position or Suffix (HR-POS)

Additional Resources Although this course is relatively comprehensive, there are additional resources available to assist you with the EPAF process. The WSU Help System holds different resource documents that are available for download. Here is a partial listing:

• EPAF Participant Manuals and Job Aids • EPAF 101, Getting Started guide • Setting Your Routing Queue guide • EPAF FYIer and Approver Participant Guide • ApplicationXtender Job Aids

To access any of these documents, follow this link, http://www.hr.wayne.edu/help.


New Hire or Assign to New Position or Suffix (HR-POS)


Post-Knowledge Assessment

1. True or False? If you haven’t set up your default routing queue, a message

will appear that requires you to do so before continuing with the EPAF. T F

2. True or False? Performing a Person search helps prevent duplicate Banner IDs. T F

3. Fill in the blank. There are a number of _______ change reasons associated with HR-POS.

4. True or False? HR-POS is the EPAF category used to process positive hourly new hires. T F

5. Fill in the blank. The _______________ is used to enter additional, but important information and instructions for the originator, approver, or FYIer.

6. Fill in the blank. HR-POS is used to assign a new position or suffix.

7. True or False? All supporting documentation must be scanned or imported and indexed using ApplicationXtender’s document management system. T F

8. True or False? ID is the EPAF category used to generate an ID for a new

employee. T F 9. Fill in the blank. The EPAF CAMPUS category is used to add or make

___________ to an employee’s campus address information.

10. True or False? HR-POS is used for all employee types. T F

hourly new hire or assign to a new position number or ...hourly new hire or assign to a new position...

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