UToledo Human Resources

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.).

Enter the values

Routing Que

Approvers for the following levels

APA

More Coming Soon

Grad student

• Grad Student New Hire
• Grad Student Labor Distribution Change

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

  Approval Categories

  • Additional Position—Employee is being paid out of a different PCN and that they have never been paid out of.
  • New Hire—Employee is a new hire
  • Rehire—Employee is continuing to work in the same PCN

  Cancellation

  Please do not click on the cancelled button, this button does not do anything.  We cannot remove this button from display.  If you happen to click the cancellation button please contact HRIS@utoledo.edu and inform us of what you were trying to do and we will let you know how to correct the EPAF.

  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

  Different pay rates to pay a student

  When you have an employee who is to be paid a different pay rate, request a different position #.  Once the position is set-up then create the EPAF using the approval category that ends in Additional Position.

  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

  Query Date

  Equals today’s date.

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

  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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