Banner Electronic Personnel Action Forms (ePAFs) notes

Banner Electronic Personnel Action Forms (ePAFs) are used instead of paper forms to process employee actions thru Employee Self-Service. These include an electronic approval process and then flow into the employee's record in Banner. EPafs are used for Graduate Assistants (GAs) and student workers and also Staff and Faculty change in supervisor. Keep in mind that you cannot be listed as an approver for an action that you originate. For questions regarding student workers, contact StudentEmpServ@UToledo.Edu. For questions regarding Graduate Assistants, contact GradAssist@UToledo.Edu.

Originator-An Employee who creates/initiates the EPAF

Approver-An Employee whom has received the EPAF and has been assigned to review the document and then make the appropriate action of Approving, Returning for Correction, to Disapproving the EPAF

What is your Role?

Originator

Approver

Please complete this form to request access to be an ePAF originator or approver.

Current Epafs

The supervisor (Direct Report) listed in Banner is defined as the person who is responsible for completing evaluations (responsible for the employee’s performance, discipline, etc.).

Go to https://bannerepaf.utoledo.edu/
Personnel Action Type-Select “Staff”
Enter the “Rocket Number” Or “Search” by name
Enter the “Query Date”
Click “Next”

Select Action-Select “Staff-Change in Supervisor”
Click “Next”

EPAF Values to Enter

Selecting the position-The change will be the employee’s “Primary” position in the column heading “Type"
Make sure the radio button is selected
Click “Go”

Epaf Supervisor 1

Epaf Supervisor 2

Epaf 3

Enter the values

Item	Current Value	New Value
Jobs Effective Date	The latest value in Banner.	Date needs to be one day past the “Last Paid Date” (i.e., 01/01/2022)
Personnel Date		This date can be any date
Supervisor ID		Rocket number of the supervisor
Supervisor Position		PCN of supervisor
Supervisor Suffix		Suffix for Supervisor. Most of the time it will be 00 (zero zero)

Before
Epaf

After

Routing Que

Approvers for the following levels

Approval Level	Username to enter	Required Action
10 – (MGMT) Management	See How to enter an Approver or Search for one	Approve
91 – (HRIS) HRIS	MCARDENAS	Approve
99 – (HRAPPL) HR Apply/Superuser	BANWORX	Apply

How to enter an Approver or Search for one

Enter the users name (i.e., Jcoyne2) in the field OR Select the magnifying glass to search for the supervisor

Comments

Enter text here as to why the change is being made.

Submitting the Epaf

Click on "Save"
Click on "Submit"

APA

More Coming Soon

Grad student

Student

Student New Hire (Coming soon)
Student Additional Job (Coming soon)
Student Rehire (Coming soon)
Student Rate Change (Coming soon)

Frequently Asked Questions

What is a Banner ePAF?

This is an Electronic Personnel Action Form (ePAF) that is used instead of paper forms to process employee actions thru Employee Self-Service. These include an electronic approval process and then flow into the employee's record in Banner.

What employee types can be processed through a Banner ePAF?

At this time, all student and GA actions and some staff actions can be processed through a Banner ePAF.

What do I do if I receive a warning in an ePAF?

Warnings are okay
Please read the warning message to see if it has information that pertains to your situation.
Your ePAF will submit successfully regardless of the warning messages you receive.

What do I do if I receive an error in an ePAF?

Please contact HRIS at ePAF@utoledo.edu with the error message(s) you are receiving.
Include the employees name, Rocket # and transaction ID and a screen shot of the error.
We will assist with resolving the error and will be gathering the information to create a guide for all users in the future.

Definitions

Query Date

Equals today’s date.
Did the assignment start before today’s date? Yes, refer to the Personnel Date

Jobs Effective Date

If the employee was recently paid the date will be one date past the last paid date

Personnel Date

Can by any date

Contract Types

Primary—is the first active job

Secondary—is the second active job

Created

The Originator who created the EPAF

Delete

The EPAF is deleted, and you will have to create a new EPAF all over

ePAF Approver Summary

A summary page that is available to all ePAF approvers and has three tabs.

Current—displays ePAF transactions that will require action by you as an approver

In my Queue—displays ePAF transactions that will require action by you as the approver in the future

History—displays ePAF transactions that you have previously acted on as an approver

ePAF Originator Summary

A summary page that is available to all ePAF originators to check the status of ePAF transactions they have created.

Current—displays ePAF transactions that require action by you as the originator with transaction statuses of Waiting or Return for Corrections.

History—displays ePAF transactions that have already been submitted by you as the Originator

ePAF Proxy Records

To Proxy an ePAF if you have been set-up as a Proxy

Error

You can’t submit the ePAF until the error is cleared

New EPAF

To create a new ePAF

Originator

The person who creates the ePAF

PCN

Position Control Number

Queue status

Reference the current routing status of the ePAF with the individual defined in the approval queue. The queue statuses are:

Acknowledge—The person listed as FYI has viewed the EPAF transaction

Applied—ePAF transaction has been applied to database

Approved—ePAF transaction has been approved by the Approver.

Dis-Approved—ePAF transaction has been disapproved by the Approver

FYI—ePAF transaction is for information only. No action required

In the queue—ePAF transaction nis on the way but requires an action prior to your level.

Pending—ePAF transaction is ready for action by the approver

Removed from Queue—The originator has voided the ePAF and is no longer in the queue

Return for Correction—ePAF transaction has been returned to the originator for correction by the approver

Void—ePAF transaction has been voided by the originator.

Submitted

ePAF was submitted by the Originator to the Approver

Transaction Number

Unique number for a transaction; automatically generated by Banner

Transaction Status

Reference the status of the ePAF itself. Displayed at the Originator Summary and at the top of each ePAF transaction. The transaction statues are:

Approved—Indicates the EPAF transaction has been approved by all necessary approvers but has not yet been applied to the database by payroll.

Cancelled—Indicates that the EPAF transaction has been cancelled after it has already been applied to the database.

Complete—Indicated the EPAF transaction has been applied to the database by payroll.

Disapproved—Indicates the EPAF has been disapproved by an approver.

Partially completed—Indicated a portion of the EPAF transaction has been applied to the database by payroll and the remaining portion of the EPAF transaction will be applied to the database at a later date.

Pending—Indicates the EPAF transaction requires positive action by the approver(s).

Return for Correction—Indicates the EPAF transaction has been returned to the originator for correction by an approver. The originator will need to update the EPAF transaction as needed and submit again for approval. When an EPAF transaction has been returned for correction, it isas if the EPAF transaction was never submitted for approval. Therefore, all approvers in the routing queue will need to approve the EPAF transaction even if they had previously approved it before it was returned for correction.

Void—Indicate the originator has voided the EPAF transaction and it is no longer a valid transaction. Only originators can void an EPAF transaction.

Waiting—Indicates the EPAF transaction is in the process of being created by the originator and has not yet been submitted for approval. The EPAF transaction will not display on the EPAF Approver Summary while in waiting status.

Warnings

Nothing to worry about

Wild Card

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UToledo Human Resources