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Welcome to Banner HR Non Status Hourly Training


To review PHATIME earn codes. To get answers to all of your questions! The Process ... FTE set equal to 1 or calculated amount see FTE/ Approvals Cheat Sheet ... – PowerPoint PPT presentation

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Title: Welcome to Banner HR Non Status Hourly Training

Welcome to Banner HR Non Status Hourly Training
Why are you here?
  • To receive the most current, comprehensive
    information about non status hourly appointments
  • To be introduced to changes made for processing
    student hourly, complementary hourly and summer
    college work study appointments.
  • To review PHATIME earn codes
  • To get answers to all of your questions!

The Process
Source documentation (request from department)
Select the correct EPAF Review NBIJLST and
Source Documentation
  • Should be received in a timely manner via email,
    phone, fax, etc.
  • Basic information should exist employee name,
    ss, activity date, rate, type of appointment
    (CWS, student hourly, etc.) department,
    supervisor, and department approval
  • Should be kept at the BSC for reconciliation to
    payment activity make sure people were paid!

Non Status Hourly Hires
  • Any appointment involving an hourly rate

If status appointment is hourly based
additional pay appointment must also be hourly
Before EPAF Data Entry
  • Select the Query date refer to USNH HR
    Payroll Deadlines document and Non Status Hourly
    EPAF cheat sheets for value
  • Select the EPAF (you have already done this at
    this point) Refer to Selecting the Right EPAF
    for the Job document.
  • Select the correct position see Non Status
    Position list
  • Select the correct suffix go to NBIJLST and
    enter 7/1/2003 as the effective date to determine
    the last suffix used for that position for that
    employee. Select the next suffix number.

EPAF Data Entry
  • Complementary hourly, student hourly, additional
    pay hourly services 2 steps (approval types)
  • Hire/Job entry define begin date, ecls, hourly
    rate, timesheet org, FTE etc.
  • Labor distribution define foapal to expense
  • CWS Academic Year 3 steps (approval types)
  • Hire/Job entry
  • Labor distribution
  • Termination define when appointment ends (end
    of AY)
  • CWS Summer 4 steps (approval types)
  • Hire/Job Entry
  • Labor distribution
  • Second labor distribution to change the Federal
    foapal as of 7/1
  • Termination

EPAF Data Entry, cont
  • Hire Step updates PEAEMPL and NBAJOBS
  • Dates, dates, dates refer to Common PEAEMPL and
    JOBS dates document
  • Orgs, orgs, orgs
  • Check distribution org where the check goes
  • Home org where the employee lives (permanent
  • Time sheet org where the appointment lives
    (refer to Time sheet org matrix)
  • ECLS refer to Occupational Type to ECLS
  • Hourly rate
  • FTE set equal to 1 or calculated amount see
    FTE/ Approvals Cheat Sheet
  • Sub class code see Subclassification List
  • Overtime waiver code ALT or STD
  • Salary grade (CWS only) defaults from EPAF

EPAF Data Entry, cont.
  • Hire Step, cont.
  • KRONOS appointments
  • Contract number
  • Refer to 3rd Party Contract Numbers document for
    contract number.
  • Employee must have at least one but no more than
    one active home job in KRONOS. Home jobs are
    designated using an H as the first character in
    the contract number. If no active home job
    exists, use a contract number that begins with an
  • If employee has an active home job, use a space
    as the first character of the five character
    contract number.
  • If employee is appointed to another appointment
    with the same position number and time sheet org
    as existing appointment, the contract number of
    the new appointment can not be same as the
    existing appointment.
  • STRS Assignment Code
  • Refer to the STRS Assignment Codes document or
    the PTVASSN table to obtain the Banner code
    equivalent to the Kronos Pay Rule Code

EPAF Data Entry, cont.
  • Labor Distribution Step
  • Enter correct foapal and (override placeholder)
  • If CWS appointment, ensure that Federal Foapal
    exists and is the correct
  • Second Labor Distribution Step (Summer CWS ONLY)
  • Ensure that 7/1 is the effective date on the
    2LDCHG step
  • Change the Federal FOAPAL and percentage to
    correct values for that fiscal year

EPAF Data Entry, cont.
  • Termination (CWS only)
  • Last day of work for both effective date and
    personnel date
  • Transaction comments
  • Under Options menu enter supporting text for

EPAF Submission
  • Submitting the EPAF
  • Errors
  • Trapping Errors review trapping error matrix
    for resolution
  • Warnings please read and understand
  • Payroll calendar considerations
  • Pay attention to EPAF deadlines
  • EPAF must be approved status prior to the deadline

Verifying the Appointment
  • Prior to payment
  • Check EPAF Status in NOAEPAF or WEBI (see HR
    Webintelligence Reports document)
  • Check NBAJOBS
  • After payment
  • Review PHAHOUR
  • Review payroll reports (see HR Webintelligence
    Reports document)

Making Changes
  • Removing EPAF or appointment
  • If EPAF has not been submitted, user can Delete
    PAF (under Options menu). Never use Cancel PAF
  • If EPAF has been submitted but not yet approved,
    approver can void EPAF in NOAAPSM or NOAEPAF.
    User can void EPAF in NOAEPAF if status is
  • If EPAF has been completed and NBAJOBS record
    exists, contact UNH HR at Banner.HR.Office_at_unh.edu
    to have job removed
  • Changes to expense distribution
  • If future use labor distribution EPAF (may
    require deletion of future record contact USNH
    Payroll at payroll_at_unh.edu )
  • If past, use labor distribution form
    tml )

Making Changes, cont.
  • Changes in pay, dates, time sheet orgs, fte, sub
    class, ecls for CWS appointments contact UNH HR
    at banner.HR.office_at_unh.edu
  • Changes in pay, dates, time sheet orgs, fte, sub
    class, ecls for non - CWS hourly appointments
    BSC initiates UHJCHG (job change) or UHYCHG (rate
    change) EPAF
  • Position/Suffix on these EPAFs must match
    appointment you are trying to change
  • Effective date must be greater than last paid
  • Only enter values you want to change
  • See cheat sheets for more information

Terminating Appointments
  • No termination step exists on student hourly,
    comp hourly or additional pay hourly EPAFs.
  • If employee is no longer active, UCTERM EPAF
    should be processed (see Hourly Termination EPAF)
  • For early terminations of CWS appointments
    contact UNH HR at Banner.HR.office_at_unh.edu
  • If KRONOS termination on Home appointment
    (contract number begins with H) and other
    appointments exist, a UHJCHG EPAF must be
    processed to change the contract number to one
    that begins with an H on another appointment.

Payroll Entry
  • PHATIME Extraction refer to Payroll training
  • Only one person can extract a time sheet org
  • Employee job must be active for PHATIME record to
    be extracted
  • Employees are extracted by time sheet org time
    sheet orgs need to be correct on EPAF
  • Make sure proxies are set up so that others can
    perform data entry see NTRPROX Cheat Sheet
  • Data Entry refer to Payroll training
  • Data entry should be double checked against
    source documentation prior to approval using WEBI
    (HR00120) or PHATIME
  • Earn codes see Eligible Earn Codes by Employee
    class document
  • Timing
  • Data entry must be complete and approved prior to
    payroll data entry deadline (normally Mondays at
    9 pm)
  • Approval status can be viewed in PHIETIM form in
    Banner HR

  • EPAF processing questions CIS Help Desk
  • Security questions email UNH HR at
  • Payroll questions email UNH/USNH Payroll at
  • Appointment change requests email UNH HR at
  • Latest Banner HR documentation go to
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