Human Resources Fundamentals Let EPAF do the Work

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Human Resources FundamentalsLet EPAF do the Work

• Overview of EPAF
• Tips and Hints
• The PAF Ahead

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What are Electronic Personnel Action Forms ?

• Electronically Connecting an employee with a
  Position, obtaining Approvals and populating the
  Banner Form NBAJOBS
• Banner function- Tool
• Uses Banner rules
• Validates Fund, Org, Program using Index but not
  the Account code because account is variable
• Effective dates are drivers
• Every job must have a begin date
• EPAF uses minimum number of fields required for
  creating a job in NBAJOBS.

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What EPAF category do I use?

• Let the category description be the guide
• Student Job AY -6 credits or more required 4S
  posn S1 suffix
• Temp hourly or student (less than 6 cr) 4T
  position
• OSP Labor Distribution Change sponsored program
  funded jobs
• Terminate current Faculty or Professional Job

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What EPAF Category Do I Use?

• Let the category description be the guide
• Non-grant Labor distribution change all except
  4DPOSN
• Labor distribution change for 4DPOSN (Graduate
  Asst)
• End 4S or 4T job early (HR must delete current
  end date 1st)
• Summer Grad Assistant (4D position) 01 suffix
  GRA, GTA,GSA

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When Do I Use This Category?
Correct error Effective date cannot be after
Empl Term Date
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When Do I Fill Out a New Hire Form

• The person has never had a job at MSU
• How do I know?
• EPAF will tell you ( Let EPAF do the work)
• Select
• NEW EPAF
• Enter GID, Query date ( defaults)
• Job Category

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When Do I Fill Out a New Hire Form
Mumfred has two active positions- no New Hire
form needed
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When Do I Fill Out a New Hire Form
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When Do I Fill Out a New Hire Form
Person had a past job- No New Hire Form needed
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Tips to Avoid Annoyance
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Tips to Avoid Annoyance
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Tips to Avoid Annoyance
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Tips to Avoid Annoyance

• Suffering Suffix ?
• The EPAF Quick Reference Guide has definitions
  and a brief explanation of how job suffix is used

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Tips to Avoid Annoyance

• Suffering Suffix ?
• S1- Students taking six credits or more
• Not a work study job
• Used with 4SPOSN and 4TPOSN
• 00 Used with most other positions
• 01 Used for Grad summer jobs to allow for
  overlap
• EXAMPLE 4D1234-00 Academic year job ends May
  31
• 4D1234-01 Summer job begins May1
• Suffix allows employee to have two jobs with the
  same position.

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Tips to Avoid Annoyance

• Take time to read the instructions for each
  section
• Use the links to the Recipe Tables and Trouble
  shooting guide
• Use the correct date format MM/DD/YYYY
• No or ,
• Save after every section, especially before
  adding comments
• See the EPAF Tutorial to learn how to set up your
  own default routing queue for an EPAF job
  category.

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Tips to Avoid Annoyance
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HintsTransaction Status

• Waiting The originator hasnt successfully
  submitted the EPAF
• Pending The EPAF has been submitted and is
  awaiting approval
• Complete The EPAF has been applied to NBAJOBS
  and cannot be changed

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HINTS

• Helping tool

• look up list

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Navigating the Summary Page
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Whats Next?

• EPAF job Category for Classified appointments
• 4MPOSN salaried
• 4NPOSN hourly

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Whats Next?Whats new?

• EPAF Job Category for Classified Appointments
• FTE and Hours per period
• 1FTE 174 hours per month
• FTE and hours must match
• Unique job numbers assigned by HR
• Offer letters include information needed
• Review in Banner Forms NBIPORG and NBIPINC
• Consider attending an HR Banner training session

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RESOURCES

• www.montana.edu/hr
• Links to EPAF materials
• Link to pooled position number by home org
• HR Customer Service Team members
• HR Calendar- training dates, minilab schedule
• https//sais.montana.edu/
• Banner Reports account requests
• Banner switchboard reports
• Register for Training