User Manual EPAF Student Hires
Contents
1. Not selected HH QUSS Not Selected y Not Selected ff Not Selected y Not Selected HL ot Selected y Notse MOS NOA ot 0 Save and Add New Rows All EPAF s have a minimum of two levels of approvals Dean VP and Payroll The Payroll level does not approve or review the transaction in any way rather the Payroll level simply loads the EPAF records into Banner Only the approver selected for the Dean VP level will review and approve the transaction 1 Enter the User Name for each level of approver a The search function can be used by clicking on the magnifying glass to the left of user name b For the Payroll approval level you may select any available approver on the search screen 2 Click Save and Add New Rows button to save your changes and populate the name of the approver June 2015 Version 1 6 Page 19 Electronic Personnel Action Form EPAF Comment Originators add comments to the EPAF in order to provide additional information about the transaction that is not otherwise recorded in the submission form The comments will be saved with the EPAF transaction and will be reviewed by EPAF approvers at the Dean VP approval level Both originators and approvers will be able to see the comments in the originator or approval summary screens respectively Adding comments to an EPAF You can add multiple comments to an EPAF transaction however comments cannot be deleted once the form is saved If the EPAF has already2. nO To add a filter 1 From the EPAF Menu click Act as a Proxy Set the submitted from date as appropriate to limit returned results in your summary screen that are greater than the date entered 3 Set the submitted to date as appropriate to limit returned results in your summary screen that are less than the date entered 4 Set the number of results to display per page by selecting an option from the transactions per page drop down list 5 Click Go Once a filter is applied it will remain until you remove the filter To remove a filter 1 From the EPAF Menu click Act as Proxy 2 Clear all date fields in the filter screen 3 Click Go June 2015 Version 1 6 Page 33 Electronic Personnel Action Form EPAF Proxy Set up EPAF approvers can allow proxy access to their approver summary for other users in the system Note that in order to assign proxy access to another user the intended proxy must already have access to the EPAF system To add a proxy 1 From the EPAF Menu click EPAF Proxy Records Personal Information Student Financial Aid ga pufate Search _Go Electronic Personnel Action Form EPAF Approver Summary EPAF Originator Summary New EPAF Act as a Proxy RELEASE 8 5 As appropriate choose the Approval Level from the approval level dropdown list 3 Select the name of the intended proxy from the Name dropdown list Note You can quickly select the name from the list by selecting the dro
3. The position suffix is a two digit alpha numeric code that uniquely identifies the position into which the employee will be hired First you ll want to determine if you are re hiring an employee for a position in your department or if you are hiring an employee for a position in your department for the first time by examining the job history Click All Jobs to see the complete job history Page 8 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Has the employee ever been hired at NMSU using this position number according to their job history If No enter suffix 00 If Yes is the employee being rehired using the exact same organization number e If No increase the highest suffix number by 1 e If Yes do the payroll effective dates for the new job overlap with the payroll effective dates for the active terminated job Yes increase the highest suffix by one No Reuse the suffix of the most recently used position number 3 Click Go 4 Click Save Click save will populate the PEAEMPL section with information if a PEAEMPL record exists for this person Also clicking save will populate the NBAJOBS section with current information from Banner if the position that you are filling is a rehire in your department This is important because you ll need this information to determine your next steps New Mexico State University Personal Information Student Financial Ad E search 60 Electronic Per
4. EPAF for correction If the EPAF transaction lacks required details or contains errors you can return the EPAF for correction to the originator of the EPAF To return the EPAF for correction From EPAF approver preview screen click Add Comment Add comments to the transaction with sufficient information that would enable the originator to identify and correct the error or omission in the EPAF transaction 3 Click Save to save the comments Click Return for Correction to return the EPAF to the Originator Approving an EPAF transaction If the EPAF transaction contains all required details and no errors are found you can approve the transaction in order to move the transaction to the Apply transaction status To approve the EPAF transaction from EPAF approver preview screen click Approve Page 32 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Filter Transactions Filters apply to both the current and history tabs Filters allow you to view only those records that meet your filter parameters directly through your Originator or Approver Summary screens You can filter transactions by date and choose the number of records to display per page Proxy or Superuser or Filter Transactions lt P Act as a proxy or a superuser and enter the following criteria to filter transactions Proxy For E Calf Act as a Superuser Submitted From Date MM DD YrrrY Submitted To Date MM DDYYYrY Transactions Per Page 25 16 s
5. Info up Likes Tools myNMSU Through myNMSU students faculty and staff can access registration grades Banner Self Service email time and leave reporting online learning phonebook and much more Login Login Password LOGIN Forgo Forgot Password New User Create an account NEED ASSISTANCE Contact the ICT Help Desk by phone at 575 646 1840 or via email at help nmsu edu https my nmsu edu Scheduled Maintenance November 29 2012 ICT s Network Operation Center NOC will need to perform maintenance from 5 00 am 7 00 am Thursday November 29th on network equipment that was affected by the electrical outages over the Thanksgiving break There is only a momentary outage expected but NOC reserves the entire maintenance window If you have any questions or concerns regarding the myNMSU or Banner downtime please contact the ICT Help Desk by phone at 575 646 1840 or via email at help nmsu edu Dear NMSU Community If you have not already taken a moment to participate in NMSU s 2012 United Way Campaign please visit http www nmsu edu unitedway We have about two weeks left in our campaign this year and are still more than 10 000 away from our 30 000 goal Don t forget that any NMSU department that achieves 75 percent participation will be entered into a drawing for a departmental breakfast sponsored by Sodexo The breakfast will be held for the winning department Dec 7 Participation
6. and students enrolled with the appropriate Cooperative Education Program office i e the Co op Office on the main or branch campus that offers the student s major Student Grad Spec Graduate student employees whose duties are of a technical and or professional nature similar to those performed by Graduate Assistants e g Teaching Assistants Research Assistants etc Graduate Specialists generally will be paid hourly at rates of pay equivalent to those of Graduate Assistants as determined by the Graduate School Dean Student Server Tipped Restaurant Fulton Center Golf Course server beverage cart Compensation includes earning tips June 2015 Version 1 6 Page 13 Electronic Personnel Action Form EPAF 4 Employee Class Code The Employee Class code for the NBAJOBS record should match the Employee Class code for the PEAEMPL record if the job is the primary job for the employee Employee Class Reference Code Description Sw Student Work study Student Regular this includes CO OP Student Employment PSL Regular Student SB PSL Student Work study Enter the Employee Class Code as appropriate You may also use the search feature to locate a value If you are manually entering the value be sure to use capital letters such as SW instead of sw 5 Salary Grade The grade levels relate to the level in the Student Salary Table Valid values for this field are WFED WST WCIN WCOUT WTUT and CO OP Classification
7. department You may use the search feature to locate the appropriate value for this field 3 Distribution Organization The Distribution Organization is the organization number for the hiring department Technically this field determines where paychecks will be sent if they are sent to a physical location You may use the search feature to locate the appropriate value for this field The Distribution Organization number must match the Home Organization number 4 Current Hire Date You only complete the Current Hire Date for the transaction if this is the first job for this person at NMSU Otherwise leave this field blank The Current Hire date is the same as the personnel date for the position you are hiring This will be the date that the employee reports to work If a PEAEMPL record exists for the employee even if they don t have any active jobs and the PEAEMPLE is inactive the system will not allow you to enter or update the Current Hire Date field If you attempt to update the Current Hire Date field in this situation you will receive an error message Errors and Warning Messages Employee PEAEMPL amp Activate Hire Rehire NBAJOBS VALIDATION Current Hire Date must be left blank 3 indicates a required field Employee PEAEMPL For Primary Jobs Only Item Current Value New Value Employee Status Not Enterable Terminated A Employee Class Code ai t A lsr Home Organization gt ATION S
8. different types of EPAFs are classified as Approval Categories In addition to general functions of EPAF this document describes how to process student employee hiring actions in the HSHIR Approval Category EPAF key features Default values The EPAF system populates default field values based on the EPAF category selected as well as information obtained from Banner such as previous job and employee record information Most default values can be changed if needed however some values are automatically populated and cannot be changed Fields that cannot be changed are indicated as not enterable next to the field label Default values are a benefit because they save time when completing EPAFs for the most common types of transactions Lookup fields Lookup fields are used to search and select appropriate values for a field EPAF integrates with Banner data in order to help find a variety of values such as values related to employees organizations and positions Lookup fields are indicated by a magnifying glass icon a Field validation error checking EPAF uses a two stage validation check that examines entered values to determine if the values are valid given information about the transaction that you have provided For example EPAF validates effective and personnel dates based on the job change reason you have selected Page 2 Version 1 6 June 2015 Electronic Personnel Action Form EPAF If an EPAF transaction fails valida
9. it has been applied will have no effect on the transaction in Banner June 2015 Version 1 6 Page 27 Electronic Personnel Action Form EPAF Edit a saved EPAF After the EPAF is saved it becomes available on the current tab of the EPAF originator summary To edit a saved EPAF 1 From the EPAF menu click EPAF Originator Summary The Current tab displays 2 Locate the transaction in the list If you have several EPAFs you can sort filter or search for the transaction that you want to find 3 Click on the name of the employee or transaction ID for the EPAF you want to edit The EPAF detail screen will open in preview mode read only 4 Click Update to edit the EPAF transaction Delete the EPAF EPAFs that have been saved and have not been submitted for approval can be deleted Once an EPAF is deleted it is permanently removed and it will not appear on the originator summary screen To delete an EPAF 1 From the EPAF menu click EPAF Originator Summary The Current tab displays 2 Locate the transaction in the list If you have several EPAFs you can sort filter or search for the transaction that you want to find 3 Click on the name of the employee or transaction ID for the EPAF you want to delete The EPAF detail screen will open in preview mode read only 4 Click Delete to delete the EPAF transaction permanently Note You cannot delete an EPAF if it has been submitted for approval Only saved EPAFs can be deleted
10. 2014 Approval Category Stu Rehire HSHIR Activate Hire Rehire N OBSS Search Type Position Title Time Sheet Organization Start Date End Date Last Paid Date Status Select Q New Job 999992 00 Student Aide 101000 SPECIAL ORG MAIN a Prima 199233 00 Univ Training Spec Assc 530350 CENTER FOR LEARNING amp PROF DEV Oct 01 2009 Nov 30 2014 Active All Jobg Go 7 Key in the position number and position suffix for the job that you would like to modify 8 Click Go 9 Click Save Electronic Personnel Action Form Your change was saved successfully LP Enter the information for the EPAF and either Save or Submit Name and ID Sally Ann Rel 8000 Transaction 2 9803 Query Date Dec 01 2014 Transaction Status Waiting Approval Category Student Hire Rehire HSHIR on June 2015 Version 1 6 Page 23 Electronic Personnel Action Form EPAF 10 Skip to the Active Hire Rehire NBAJOBS section Activate Hire Rehire NBAJOBS 999992 00 Student Aide Item Current Value New Value b b Status Not Enterable Contract Type Job Begin Date MM DD YYYY Not Enterable Jobs Effective Date MM DD YYYY Not Enterable Personnel Date MM DD YYYY Title Employee Class Code Salary Grade 11 Set the Contract Type to Secondary 12 Set the Personnel Date to the effective date of the new job 13 Title Use the current value 14 Change the Employee Class Code to SR 15 Regular Ra
11. Electronic Personnel Action Forms EPAF Hiring Student Employees Confidential Business Information This documentation is proprietary information of Ellucian and New Mexico State University NMSU and is not to be copied reproduced lent or disposed of nor used for any purpose other than that for which it is specifically provided without the written permission of Ellucian or NMSU All rights reserved The unauthorized possession use reproduction distribution display or disclosure of this material or the information contained herein is prohibited Ellucian the Ellucian logo Banner and the Banner logo are trademarks of Ellucian Third party hardware and software product names and trademarks are owned by their respective third party owners providers and Ellucian makes no claim to such names or trademarks Use of this material is solely for the support of Ellucian Banner products and New Mexico State University Document Updates Version Date Notes 1 0 07 08 2013 Initial Version 1 1 07 16 2013 Updated recommended comments section to remove requirements 1 2 11 14 2013 Updated Co op index to indicate Department Indices only 1 3 12 04 2013 Updated processing reference links 1 4 11 03 2014 Updated manual 1 5 1 28 2015 Updated Current Hire Date information in PEAEMPL section 1 6 6 24 2015 Added browser support statement no support for IE Table of Contents Information Non Disclosure at NMSU ccscccccccc
12. In order to otherwise make a submitted EPAF inactive you should void the EPAF which may require that you return the transaction for correction to yourself For additional information about returning EPAFs for correction and voiding transactions please see the History tab section below Page 28 Version 1 6 June 2015 Electronic Personnel Action Form EPAF History tab The history tab displays EPAF transactions that have been submitted for approval In addition EPAFs that have been voided will also appear under the history tab Return the EPAF for correction An originator can return an EPAF for correction after it has been submitted for approval in order to make updates or to void the transaction Once the EPAF has been returned for correction it will move to the Current tab of the originator summary screen Note You can only act on EPAFs that you have originated To return an EPAF for correction 1 From the EPAF menu click EPAF Originator Summary The Current tab displays Click the History tab 3 Locate the transaction in the list If you have several EPAFs you can sort or search for the transaction that you want to find 4 Click on the name of the employee for the EPAF you want to return for correction The EPAF detail screen will open in preview mode read only 5 Click Return for Correction to move the EPAF back to your current tab Void the EPAF EPAFs that have been saved or have been submitted for approval can be voided by the
13. PAF Originator Summary Click Default Routing Queue 3 From the Approval Category drop down list select the approval category for which the routing queue defaults will be set 4 Click Go Different approval categories may have different approval levels and required actions which will be pre populated into the approval level field and required action field respectively For each approval level you will select a user that will be the default value every time you use the approval category Note Approvers at various levels can be changed on a case by case basis as you are submitting the EPAF even if a default exists 5 Use the magnifying glass icon to select the user to populate in the approval level field Click Save and Add New Rows Repeat the process for each approval category where you would like to set default values Page 30 Version 1 6 June 2015 Electronic Personnel Action Form EPAF EPAF Approvals Approval processing begins when an EPAF is submitted The transaction will appear under the approvers EPAF Approver Summary in Self Service Banner SSB Approvers act to validate and approve all EPAF transactions based on the approval queue that is required for the personal action that is being originated The approval queue is specified by the originator when the EPAF is created during the origination process Banner EPAF does not generate email notifications when EPAF transactions are pending Approvers must check their appro
14. Poio ie toto 28 A 29 Return the EPAF for correction ccccceccscaccscsccecscoecsccesscaucncatancecoecscaecscaesscaceecataecsteecscassecatsscasaecats 29 VOII INE EPAF coirn aa cia aendaana ial a lice dtesdimoasetee 29 De TATE OME QUA E wieantienaeseoaantcu at aseaneen een uuacan eaics 30 SOC tme derqult TOUTING quee iaa 30 EPAPADDEOV Sa sida 31 EPAFADOrOVe SUMMA Vesta 31 Viewing pending APPS acid 31 Important CHECKS TOF ADDFOVENS seinan n cic bla 32 RETUFM an ERAFTOPCO ECHO Nao 32 Approving an EPAPTRSOSICUMOAA iia 32 A A he fact oot ales a ect e Gs ate Reta meus Daca ee A ayn Ae lta pelea ads 33 POV asta dc sce ns bace areca sats beams e 34 ACTAS PON aaa 36 GIOSSALY Of COMMON TENSA dactosta teehee ie eos 37 This Page Intentionally Left Blank Electronic Personnel Action Form EPAF Information Non Disclosure at NMSU New Mexico State University maintains the confidentiality and security of records in compliance with the Family Educational Rights and Privacy Act of 1974 FERPA the Health Insurance Portability and Accountability Act HIPPA and the Gramm Leach Bliley Act GLBA in addition to other federal and state laws These laws pertain to the security and privacy of personal academic medical and financial information along with identifying information such as social security numbers Family Educational Rights and Privacy Act of 1974 FERPA Policy http research nmsu edu compliance IRB resources html 3 FERPA pro
15. Regular Federal Work study State Work study Crimson Scholar In state Crimson Scholar Out of state Work study Tutor Cooperative Student Employment 6 Regular Rate Classification Minimum Maximum Student Aide 7 50 8 80 7 63 10 92 Student Co op 7 50 15 77 Student Graduate Specialist 7 50 15 77 See the Student Hiring Toolkit for additional student rate information http hr nmsu edu toolkits Page 14 Version 1 6 June 2015 Electronic Personnel Action Form EPAF 7 FTE Full Time Equivalency FTE is a numeric indicator of workload for an employee FTE must be greater than 0 00 but less than or equal to 1 00 Example FTE of 1 40 hours FTE of 5 20 hours See the Student Employment Handbook for additional information about FTE rules http hr nmsu edu toolkits 8 Job Location The job location is the organization number for the department that is hiring the employee The Job Location field and Timesheet Orgn field must be different numbers The Job Location field is a dropdown menu that displays values in ascending order by job location number You can quickly select the job location from the dropdown by selecting the job location menu and typing the job location number Note that in order to move to the desired number using this method you must type the number rapidly on your keyboard Job Location Not Selected Timesheet Orgn a T15503 Job Change Reason HSHIR Hire Stude
16. SE 8 3 SUNGARD SCT HIGHER EDUCATION 1 From the Electronic Personnel Action Form screen click New EPAF New EPAF Person Selection Y Enter an ly select the link to search for an ID or generate an ID Enter the Query Date and select the Approva indicates a required field Query Date MM DD YYYY 112 01 2014 Approval Category Student Hire Rehire HSHIR Employee Job Assignments Type Position Suffix Title Time Sheet Organization Primary 199233 00 Univ Training Spec Assc 530350 CENTER FOR LEARNING amp PROF DEV Oct 01 20 2 Enter the Banner ID of the employee that will be affected by the EPAF transaction e You can do a search for the Banner ID by clicking on the magnifying glass Employees can be looked up using their first and last names Banner IDs and or SSNs 3 Enter the Query Date defaults to today s date See the section labeled How to determine the query date for additional details about how to select the appropriate query date for the transaction June 2015 Version 1 6 Page 7 Electronic Personnel Action Form EPAF 4 Select the Approval Category as appropriate In this case we are creating a Student Hire Rehire HSHIR EPAF 5 Click Go How to determine the query date The query date is used to find jobs and display the job status for each job as of the query date entered The query date is also used to default values on the EPAF detail screen Caution The query dat
17. VCS Q 510038 Distribution Orgn 0038 EMPLOYMENT amp COMPEN vcs Q 510038 Current Hire Date MM DD YYYY 07 01 2013 03 01 2015 Home COAS Not Enterable N N Distribution COA Not Enterable N 4 Activate Hire Rehire NBAJOBS 999992 00 Student Aide Item Current Value New Value Job Status Not Enterable lA Contract Type Primary T Job Begin Date MM DD YYYY Not Enterable 03 01 2015 June 2015 Version 1 6 Page 11 Electronic Personnel Action Form EPAF Remember The PEAEMPL section should only be completed if the position will be the primary job for the employee Leave the Current Hire Date blank unless this is the first job for this person at NMSU If secondary or overload job leave All PEAEMPL fields blank Activate Hire Rehire NBAJOBS Activate Hire Rehire NBAJOBS 999992 00 Student Aide ee Current Value New Value ob Status Not Enterable Contract Type Job Begin Date MM DD YYYY Not Enterable Jobs Effective Date MM DD YYYY Not Enterable Personnel Date MM DD YYYY Title Employee Class Code x Salary Grade Regular Rate FTE Hours per Day Not Enterable Hours per Pay Not Enterable Job Location Timesheet Orgn Job Change Reason Contract Number Not Enterable 1 Contract Type The contract type is used to specify if the position that is being filled is a primary secondary or overload job for the employee to be hired Primary The primary job is the emp
18. at any level makes an amazing difference In fact we recently had a chance to visit with the executive director of the Boys and Girls Club of Las Cruces and have provided for you a short video below April Anaya shares with us how all those United Way dollars are making a difference for her organization and others as well Please take a moment to hear her story at http youtu be TwyDm5fBGgg8 Registration and Schedule Information To improve sustainability starting spring 2012 NMSU will no longer print a paper version of the Course Schedule Learn more Registration and Schedule Information Useful Links and Contact Information Banner and Cognos and NMSU Banner INB and ERP Systems Cognos Reporting INB Password Resets and account Unlock call 575 646 4433 Academic Calendar ICT Help Desk Information about myNMSU and Email 1 Enter your NMSU User Name and Password 2 Click on the Login button Page 4 Version 1 6 Frequently Requested Help Password Resets Email Settings Devices and Troubleshooting Connecting your Device to the NMSU Network PC Maintenance For Staff For Students Virus Software Removal and Information Student Network Information June 2015 Electronic Personnel Action Form EPAF mt ENMSU 4 gt E 2 Home Student Employee Workflow What s New MS Office 365 ProPlus Software for all active students LaunchPad Tf you re an active student at NMSU you qualify for the Off
19. been saved with comments the comment contents will not display in the comment field In order to see previously saved comments click the note button next to the comment field Comment Notes button Comments may also be added to an EPAF by approvers If an EPAF is returned for correction the approver comments will provide information about why the EPAF was returned See the section titled Viewing Comments and Warnings pg 26 for additional information about viewing EPAF comments Note Comments cannot be deleted Page 20 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Save then Submit Before you can submit an EPAF for approval you must save the EPAF Click Save before Submit After you click submit the EPAF will validate If errors or warnings are generated you will see the error messages displayed at the top of the EPAF detail screen You will not be able to submit the EPAF until the VALIDATION or ERROR message type errors have been corrected Errors and Warning Description Employee PEAEMPL amp Activate Hire Rehire NB4JOBS VALIDATION Home Organization and Job Location must match Employee PEAEMPL VALIDATION Home Organization and Distribution Orgn must match Ignore validation messages with the message type WARNING In particular you will often see an encumbrance method warning message upon submission pictured below No action is required for WARNING type messages Errors and Warnin
20. bor Distribution Effective Date will automatically change to the job effective date If the query date for the EPAF is later than the desired labor distribution effective date an error will occur and you ll need to delete the current EPAF and start a new transaction Errors and Warning Messages NEw Job Labor Distribution Date should be gt query effective date indicates a req ied field Page 16 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Index and Account Code If you are rehiring the employee for a position within the same department the index number for the labor distribution will automatically populate with the previously used index number If this is a new hire for your department a default index number will be automatically populated into the index number field You cannot submit the transaction with the default index number for your department so an appropriate index to fund this position should be selected In any event you should always verify that the index number is the correct funding source for the position whether the transaction is for a new hire or a rehire Student Employment Type Work study Index Account Funding Distribution State Work study 103553 618400 Department index pays 30 Work study index pays 70 Crimson Scholar 108195 618700 Out of state Department index pays 50 Crimson Scholar index pays 50 Department Indices only 618100 Co op index pays 100 All indic
21. ccseesssecccccesseeesseeecccesssaeeuseeeceeeeesaeeuseeeeeeeesauaaseeeeeseesaaas 1 Ve IS sella EPA nadan 2 EPAF Gy IOUO ci reten 2 A a o In A 2 o A 2 Field validation error check ii 2 HONTO access ERAS iio ee ee italia ee ee 3 What you should know before you begin the EPAF proces occcccooccnccnoccnncnnncnnnnnaconnonanonnonononnnonaronnonanonnos 3 Access EPAF through my nmsu edu USING your DrOWSET ccoooccccccncccnccnaconnonanonnnnnnonnnonaronnonanonnnonacnnnonanonnos 4 EPAF COTO MO ride E R 7 student Hire Ue HSAIR ante cece s cers te orinar REEN tro 7 Creating a new HSHIR EPAF scott ins 7 How to determine the guery datle rito iii 8 POSITION SCISCTION no EE EE 8 Emploves PEAEVIBE orr E E E E teaeni n 10 Activate Hire Rehire NBAJOBS ccoooccccconocccnonicccnonnarinnonacinnonnaroncnnarinnonanrcnonnarinnonarcnnonnnranonnarinnonanicnnnns 12 FADO DIST CID MTOM SCION ona adn 16 PROUT Queue 5 CTO Maicao 19 Save TNEM SUDNI einer seconeiona A 21 Move an employee from work study to regular funding coocccnconoccnncnnncnnnnnaconnonaronnnnnaconcnnaronnonanonnos 22 Originator SUMMATfY ssssssssssserssrsrrsrrsrrsrrssrssrssrssessrsseeseesesseesersreseesresresersresresrrsrrsrrsresreereoereoseereeseoseesesseeseee 25 E E transaction WS e A eolica 25 Viewing comments and warnings cin is 25 Sear E E CON a e E T E N E E TA E 26 Cee a E E E E E E E E E 27 ica o o cosseete eseees oeeeaecacomeeeee ne 27 o e NVC A EPA AP o E Era 28 Delete MEP A
22. e defaults to the current date and this may not always be what you want The query date must be earlier than or equal to the effective date for the job To ensure that the query date is earlier than the effective date select the first day of the month for which the employee will be hired For example if an employee will begin work on 11 15 2014 set the query date to 11 01 2014 Position Selection Screen On the position selection screen you determine the position number and suffix for the action Query Date Nov 01 2014 Approval Category Student Hire Rehire HSHIR al Hire EE NBA Search Type Position Suffix Title___ Time Sheet Organization_ Start Date End Date Last Paid Date Status Select cae cael al ans ION A E AM There are jobs based on the Query Date all Jobs 7 Lco 1 Selecta position number Before you begin the EPAF process you must first know the position number you will be affecting with the EPAF transaction Student positions are hired using a single pooled position number 999992 Note The University has moved to a single pooled position number effective with the EPAF implementation which will be utilized for all regular work study and Co Op student employment Do not use previous student hire position numbers 2 Click All Jobs and select a position suffix Specifying the correct position suffix is important because it helps to maintain a clear employment history for the employee records in Banner
23. e system http af nmsu edu forms Some job aids and tools will also help Processing Toolkit The Processing Toolkit is a collection of resources that provides details about hiring student employees including information about regular and work study employment processing using EPAF http hr nmsu edu toolkits Work study Resources Provides information about Federal State and Crimson Scholar Work study Programs at NMSU Work study Handbook http fa nmsu edu work study handbook Work study Employer Responsibilities http fa nmsu edu work study employers June 2015 Version 1 6 Page 3 Electronic Personnel Action Form EPAF Access EPAF through my nmsu edu using your browser Please Note Internet Explorer is not support We recommend alternate browsers such as the latest versions of Mozilla Firefox Google Chrome or Apple Safari The EPAF system is accessible through myNMSU The myNMSU portal allows you to use a single user name and password to access many of the electronic services at NMSU I Welcome myCampus Mozilla Firefox File Edt View History Bookmarks Tools Help Ly _ EPAF Originator Summary Oy Welcome myCampus La os ttps nmsu edu web mycampus home C 4 Pradilla 2 Most Visited _ NMSU Labs El NMSU Training Central QO Disable di Cookies css J Forms E Images Y informatione El Miscelaneous 2 Outlines g Resize Y Tools ME view Source 1 Options T list D
24. es used in the Labor Distribution section should use the same account code June 2015 Version 1 6 Page 17 Electronic Personnel Action Form EPAF Changing an Index If you need to change the index number follow these steps 1 Enter the new index number in the index number field 2 Click the Default from index button a The page will reload and an error will indicate that an account code is required 3 Key in the account code into the Account field 4 Click Save and add new row Adding an Index In some cases the position may be funded by more than one funding source If you need to add another index number to the labor distribution follow these steps Place a capital N in the COA column of the next blank row Enter the new index number in the index number field on the next row of the labor distribution list 3 Click the Default from index button Enter the account code number as appropriate 5 Click Save and add new row Changing the labor distribution percentage If the position is funded by more than one index number you can change the percentage that each index will pay out for the position If you need to change the labor distribution percentages for the position follow these steps 1 Enter the percent to be distributed in the Percent field for the first index Note You must enter a whole number For example use 50 to indicate 50 not 5 2 Enter the percent to be distributed in the Percent field for the second i
25. g Activate Hire Rehire NBAJOBS WARNING WARNING Encumbrance Method is Value Input and salary has changed indicates a required field If the EPAF has been successfully submitted you will see a success message at the top of the EPAF detail screen Electronic Personnel Action Form The transaction has been successfully submitted LF Enter the information for the EPAF and either Save or Submit Upon successful submission the EPAF will be routed to the Dean VP level approver The EPAF will now be on your EPAF Originator Summary screen under the History tab For additional information about viewing saved and submitted EPAFs see the section labeled Originator Summary pg 25 June 2015 Version 1 6 Page 21 Electronic Personnel Action Form EPAF Move an employee from work study to regular funding It is the responsibility of the employer to ensure the student s earnings do not exceed the work study award for the Academic Year IF EARNINGS EXCEED THE AWARD THE EMPLOYER MUST PAY 100 OF THE OVERAGE Work study awards are subject to revision increase or decrease because of changes to a student s situation and or availability of funding If a student depletes his her work study funds any overage that may have occurred will be billed to their hiring department The HSHIR EPAF can be used to change the funding source for a position from work study funding to regular department funding in such situations The procedure detai
26. ice 365 Click here for information on how to download E http studenttech nmsu edu microsoft office pro plus software Quiet ink OneDrive One place for all of your documents QuickLinks A Check out the 25 GB OneDrive located in your Office 365 email O ESself Service OneDrive and access them on any device QuickLaunch Navigation Edit Preferences AggieAr Wireless Expanded to Housing Quick Links Students who live in Residential Housing on the Las Cruces main A Reset Password Ec NMSU Phonebook Banner Self Service ES E Bill Make a Payment l Digital Measures 3 Once logged into myNMSU click on the Employee tab June 2015 Version 1 6 Page 5 Electronic Personnel Action Form EPAF Personal Information Student Financial Aid Employee Finance Proxy Access Search Main Menu Welcome Sally A Rel to the WWW Information System Last web access on No Personal Information Update addresses contact information or marital status review name or social security number change Student Apply for Admission Register View your academic records Financial Aid Apply for Financi gt Aid View financial aid status and eligibility accept award offers and view loan appli Time sheets time otf benefits leave or job data paystubs W2 and T4 forms W4 data 4 Click on Employee to open Self Service Banner in a new window or tab NMAC ASO ALA STATE Personal Information Student Fina
27. led below describes the process of changing the funding source for an existing student job from work study funding to regular funding 1 From the EPAF Main Menu click New EPAF Electronic Personnel Action Form EPAF Approver Summary EPAF Origin mary New EPAF EPAF Proxy Records Act as a Proxy RELEASE 8 5 2 Enter the employee s Aggie ID number New EPAF Person Selection X Enter an ID select the link to search for an ID or generate an ID Enter the Query Date and select the Approval Category Select Go indicates a required field ID O Sally Ann Rel Query Date MM DD YYYY 12 01 2014 fs Approval Category so Employee Job Assignments Type Position Suffix Title Time Sheet Organization Start Date End Date Last Paid Date Status Primary 199233 00 Univ Training Spec Assc 530350 CENTER FOR LEARNING amp PROF DEV Oct 01 2009 Nov 30 2014 Active 3 Enter the 1 day of the month for the employee s effective start date Choose the Student Hire Rehire HSHIR approval category 5 Click Go Page 22 Version 1 6 June 2015 Electronic Personnel Action Form EPAF 6 From the Job Selection screen locate the current job that you would like to modify Note the position number and suffix used for this job New EPAF Job Selection Y Enter or search for a new position number and enter the suffix or select the link under Title ID Sally Ann Rel 8000 Query Date Dec 01
28. leting the PEAEMPL section for primary jobs Employee PEAEMPL For Primary Jobs Only 999992 00 Student Employee Item Current Value New Value Employee Status Not Enterable Active A Employee Class Code SR Student Regular a Home Organization 440530 STUDENT ENGAGEMENTA Distribution Orgn 440530 STUDENT ENGAGEMENTA Current Hire Date MM DD YYYY 08 24 2012 Po Home COAS Not Enterable N MN Distribution COA Not Enterable N IN 1 Employee Class Code The Employee Class is the most powerful rule from within Banner HR and its attributes trickle down to many other areas of the system The Employee Class is assigned to the Position Class NTRPCLS which is then assigned to the Position NBAPOSN NBAPBUD which is then assigned to the Job NBAJOBS It establishes earnings codes leave and benefit categories FT PT Status Pay ID time entry method and Pay salary hourly indicator Employee Class Reference Code Description Sw Student Work study Student Regular this includes CO OP Student Employment PSL Regular Student SB PSL Student Work study Page 10 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Enter the Employee Class Code as appropriate You may also use the search feature to locate a value If you are manually entering the value be sure to use capital letters such as S7 instead of s7 2 Home Organization The Home Organization is the organization number for the hiring
29. ll be recorded under your name not the name of the proxy Proxy access simply allows you to view information available under another user s approver summary Proxy access does not grant additional security Page 36 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Glossary of common terms Refers to the name of the EPAF and its purpose It must contain one approval type at the least must go through before applying changes to the database Approval Type Refers to the type of actions requested on the EPAF form Every approval type shows on the form as a separate section Examples of such types are the Job Details Information and the Job Labor Distribution types or sections Any user designated as part of the approval hierarchy to approve or reject an EPAF Effective Date The payroll effective date of the action This date cannot be before the last paid date If the real action date is prior to this date you must enter the next day The user initiating and submitting the EPAF transaction Personnel Date The date the action is effective the true effective date Query Date The first date of the month when the employee will report to work in the routing queue the originator to the moment when changes are applied to the database Transaction Status Refers to the status of the EPAF transaction as a whole June 2015 Version 1 6 Page 37
30. loyee s primary function and employing department An employee can only have one primary job at a time and if they have more than one job one must be designated as the primary The primary job determines the type of benefits the employee is eligible for how the employee is reported how they are listed in the online phonebook and where pay checks will be sent etc Secondary A job the employee will be working in addition to their primary job In order to determine the contract type you need to collect information about the employee s job history If an employee currently has no active jobs you can specify Primary as the contract type If an employee currently has an active job you may specify secondary Page 12 Version 1 6 June 2015 Electronic Personnel Action Form EPAF If the EPAF is submitted as a primary contract type and the employee currently has a primary job a validation error message will display indicating that the person already has a primary job In this case choose secondary contract type and clear all values from the PEAEMPL section to pass the validation check 2 Personnel Date This is the date that the employee reports to work for this position The value entered for the Personnel date will be used to determine the Job Begin Date and Job Effective Date Reference the processing tools for acceptable values for academic term hires http hr nmsu edu toolkits 3 Title The title automatically defaults to S
31. ncial Aid AZN OEG Search Go E RETURN TO MENU SITEMAP HELP Employee Time Sheet Leave Report Request Time Off Electronic Personnel Action Forms Benefits and Deductions Retirement health miscellaneous and benefit statement Pay Information Direct deposit allocation earnings and deductions history or pay stubs Tax Forms W4 and W2 information Jobs Summary Leave Balances Direct Deposit Effort Certification and Labor Redistribution Salary Letter Tuition Waiver Dependents Tuition Waiver Employee Spouse Update Preferred First Name RELEASE 8 8 1 5 Select Electronic Personnel Action Forms Page 6 Version 1 6 June 2015 Electronic Personnel Action Form EPAF EPAF Categories Categories are used to select specific data entry forms related to the personnel action you want to perform In the following section we detail the Student Hire Rehire HSHIR category describing each field that is available on the form including a basic description of acceptable values and relevant examples Student Hire Rehire HSHIR This section describes the process of completing a Student Hire Rehire HSHIR approval category to hire a Regular and Work study students Creating a new HSHIR EPAF NMAC ACAENA STATE Personal Information ZN ZA Finance 60 RETURN TO EMPLOYEE MENU SITE MAP HELP EXIT Search Electronic Personnel Action Form EPAF Originat New EPAF Act as a Proxy owered b RELEA
32. nd information Examples in this manual may have personal data altered or blacked out to ensure privacy June 2015 Version 1 6 Page 1 Electronic Personnel Action Form EPAF What is an EPAF An Electronic Personnel Action Form EPAF is used to originate electronic documents needed to process personnel actions such as hiring transactions and changes to existing job data EPAF is a Banner module that was designed to accommodate a more efficient approval signature process for centralized and decentralized HR operations or actions It improves and simplifies the process for completing and approving a wide range of Personnel Action Forms PAFs for all employee types EPAF actions are originated electronically by the various departments within the university to communicate employment decisions about their employees to the HR and Payroll department They are then electronically routed to the appropriate approvers Once approved they are applied to Banner directly by a central process EPAF is fully electronic Web based and EPAF actions can be created and routed using Banner Employee Self services ESS which is accessible through myNMSU Access to EPAF is not granted to all NMSU employees it is only for those employees who have been designated in the system as EPAF originators and or approvers The type of EPAF you create depends on the change you are making Additional EPAFs will become available in the system as they are developed The
33. ndex Additional indexes may be added to the labor distribution and the percentage should be indicated for each index The total of all distributions must equal 100 3 Click Save and add new row Remove an Index In some cases you may need to remove an index number used to fund a position You only need to remove indexes if more than one index was used in the past and the additional index is not needed If you need to change the index follow the procedure for changing an index as described on page 18 If you need to remove an index from the labor distribution follow these steps 1 Click the Remove checkbox associated with the index row that you would like to remove Encumbrance Remove Override End Date 100 00 2 Click Save and add new row Percent Page 18 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Routing Queue Section The routing queue specifies the approval levels and approvers for the EPAF transaction You can default the routing queue used for each EPAF Category to specify the approvers used for future transactions If you set up the default routing queue you can still specify different approvers if necessary for each transaction See the Default Routing Queue section pg 31 for additional details Routing Queue Approval Level User Name Required Action 20 D VP Dean VP a NIGONZO54 Joaquin Gonzalez Approve 99 PAY Payroll a JEKOENIG Jennifer Lyn Enriquez Apply
34. nt Contract Number Not Enterable 9 Timesheet Orgn The timesheet orgn is the organization number for the supervisor approver of the employee and is used as part of the Web Time entry process for employees that report hours worked The Timesheet Orgn field and Job Location field must be the different numbers The timesheet orgn must begin with the letter T June 2015 Version 1 6 Page 15 Electronic Personnel Action Form EPAF Labor Distribution Section The labor distribution section populates with information from Banner regarding the funding for this position For rehires you may need to simply verify that the information is correct however in other cases the index number or distribution percentages may need to be changed Labor Distribution 999992 00 Student Aide Current Effective Date 07 01 2014 COA Index Fund Organization Account Program Activity Location Project Cost Percent Encumbrance Override End Date New Effective Date MM DD YYYY Not Enterable 07 01 2014 COA Index Fund Organization Account Program Activity Location Project Cost Percent Encumbrance Override End Date Remove a N a 107948 130005 101000 a 618100 0020 100 00 Total 100 00 Default from Index Save and Add New Rows Labor Distribution Effective Date The effective date for the labor distribution is initially defaulted to the query date that you selected when the EPAF was created When the NBAJOBS Hire Re hire section is completed the La
35. originator Once an EPAF has been voided it will remain on the EPAF originator summary screen under the History tab 1 From the EPAF menu click EPAF Originator Summary The Current tab displays 2 Locate the transaction in the list If you have several EPAFs you can sort or search for the transaction that you want to find 3 Click on the name of the employee for the EPAF you want to void The EPAF detail screen will open in preview mode read only 4 Click Void to remove the EPAF from approval queues and move the transaction to the history tab June 2015 Version 1 6 Page 29 Electronic Personnel Action Form EPAF Default Routing Queue Default routing queues can be set up by approval category Mandatory levels are set up automatically but you can manually populate the Dean VP approval user and the Payroll approval user Default routing queues are available for each EPAF approval category If you use more than one EPAF approval category you need to set the defaults for each category used Set the default routing queue EPAF Default Routing Queue P Select ltegory and Go Once the page refreshes select the SD action Approval Category Not Selected Go Approval Queue Approval Level U Required Action s Not Selected gt Not Selected Not Selected Q Not Selected Not Selected af Not Selected gt Not Selected gt Q Not Selected Save and Add New Rows From the EPAF Menu click E
36. pdown and typing the last name of the proxy Personal Information Student Financial Aid Mv Search PO _Go EPAF Proxy Records 2 gt Approval Level Dean VP D VP Name Not Selecte 4 Click the Add checkbox 5 Click Save Page 34 Version 1 6 June 2015 Electronic Personnel Action Form EPAF EPAF Proxy Records ie Approval Level Dean WP D VP_ Name lemove Add MS m Not Selecteg E To remove a proxy From the EPAF Menu click EPAF Proxy Records As appropriate choose the Approval Level from the approval level dropdown list Click the Remove checkbox next to the name of the user whose access should be removed Click Save Sa E June 2015 Version 1 6 Page 35 Electronic Personnel Action Form EPAF Act as a Proxy If you have been assigned proxy access by another user you can view the approver summary for that user and act on their behalf Proxy or Superuser or Filter Transactions lt P Act as a proxy or a superuser and enter the following criteria to filter transactions Proxy For Self Act as a Superuser Submitted From Date MM DD YrrrY Submitted To Date MM DD YYYY Transactions Per Page 25 To act as a proxy 1 From the EPAF Menu click Act as a Proxy 2 From the Proxy For dropdown list choose the user from the list of users 3 Click Go Note Your Proxy access will be enabled for the entire session Any actions taken by you when acting as Proxy wi
37. s indicates that the transaction is in the process of being created and has not been submitted to the approval queue Pending Indicates that the transaction requires positive action by the approver s The transaction remains at this status until action is taken by the person required to take action on the transaction Return for This status indicates that an EPAF has been returned for correction by the Correction originator or the approver Approved The transaction status is approved for the person when all the person s defined in the approval queue have approved the transaction The transaction remains at this status until the person defined in the queue with apply privileges applies the transaction to the database Complete The transaction status becomes Complete after the transaction has been applied to the database Disapproved The transaction has been disapproved by a person defined in the approval queue The individuals defined after them in the approval queue can no longer need to take action on the item Void The originator or superuser has voided the transaction It is no longer a valid transaction The originator or superuser may void the transaction at any time during the approval process The originator or superuser are the only people that can void the original transaction Canceled This status will be used when you opt to cancel an entire transaction after it has been applied to the database Cancelling a transaction after
38. sonnel Action Form F Enter the information for the EPAF and either Save or Submit OBJECTHAME bwplepal P_NewPersEpafDetl Name and ID Pracilla 4 Brendelen G00 CK Transaction Query Date May 1 2013 Transaction Status Approval Catey d nt Hire Rehire H5HIR Save Approval Types Account Gestnbuton Routing Quewe Transaction History indicates a required field June 2015 Version 1 6 RETURN TO EMPLOYEE MENU SITEMAP HELP Remember to click Save before continuing to complete the EPAF form Page 9 Electronic Personnel Action Form EPAF Employee PEAEMPL Each employee has only one PEAEMPL record even if they have more than one job In order to maintain consistent information for employees that are being rehired or have more than one position PEAEMPL should only be updated completely if this is the first job for this person at NMSU and it is only updated partially if the job will be the primary job for this person i e they have no active jobs If you are filling a position as a secondary or overload job because the employee already has current active jobs leave the entire PEAEMPL blank and you should continue on to the NBAJOBS section of the form The current information in this section populates PEAEMPL with information provided from Banner If you can t see the current values for the PEAEMPL record you lack the necessary security to view the record details or no current PEAEMPL exists for this person Comp
39. sonnel Action Form EPAF Search Transactions You can search for transactions if you know the first name last name or ID of the person that is affected by the transaction You can also search by transaction number and limit the number of results displayed per page Note You will only be able to see EPAFs that you have originated or EPAFs that have been routed to you for approval To search for transactions 1 From the EPAF menu click either EPAF Approver Summary or EPAF Originator Summary 2 Click Search The EPAF search screen displays Transaction Search LP Enter the Last Name and or First Name of the person or an ID Or enter a Transaction number wildcard earch Criteria Last Name First Name Transaction Number Transactions per Page 95 rea 3 Search using information about the person being affected by the EPAF by typing their name or ID in the fields as indicated You may also search using the EPAF transaction number if the transaction number is known 4 Click Go An EPAF search results screen will display showing all transactions that match your search criteria 5 You can view the transaction detail for a transaction by clicking on the employee name Page 26 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Current tab The current tab displays EPAF transactions that are saved or returned for correction Transaction status status Description SC Waiting This statu
40. te Use the current value 16 Remove the Work study labor index from the Labor Distribution section Encumbrance Override End Date Remove 17 Make sure the remaining labor distribution department indices sum to equal 100 18 Click Save 19 Click Submit Percent FO 00 Page 24 Version 1 6 June 2015 Electronic Personnel Action Form EPAF Originator Summary The originator summary displays EPAF transaction information for EPAFs that have been submitted for approval or saved The list only includes transactions that you have submitted Transactions by other departments or other originators in your department will not display in this list Sorting the transaction list You can sort the EPAF transaction list by column heading Click the arrows in the column to be sorted in order to sort the transactions PAF Transactions A Name O A ID A Transaction 4 Type of Change Vv Vv Vv Vv O 1 Click the up arrow to sort the column in ascending order 2 Click the down arrow to sort the column in descending order Note You can only sort by one column at a time you cannot sort using multiple columns simultaneously Viewing comments and warnings You can view the comments and warnings recorded for an EPAF by selecting the link Comments or Warnings from the list of EPAF transactions This option will display all comments that were created by either the originator or approver June 2015 Version 1 6 Page 25 Electronic Per
41. tects students records FERPA requires post secondary educational institutions and agencies to conform to fair information practices in their handling of student data Among the provisions of the act are the requirements that data be used only for intended purposes and that those responsible for student data take reasonable precautions to prevent misuse of it Examples include Social Security Numbers grades date of birth etc Health Information and Portability Accountability Act HIPAA http research nmsu edu compliance IRB resources html 7 HIPPA protects all medical records and other individually identifiable health information used or disclosed in any form whether electronically on paper or orally Gramm Leach Bliley GLB Act http www nmsu edu manual documents 07 29 09 policy manual final020110 pdf GLBA protects private non public information of individuals Private non public information consists of information such as name Social Security Number date and location of birth gender credit card numbers and driver s license numbers Within NMSU employees are authorized access to University records only to the extent necessary to perform their official university duties and are responsible for protecting such information against unauthorized access or disclosure The New Mexico State University Policy Manual Chapter 2 General Operating Policies Section 2 90 contains specific information related to disclosure of records a
42. tion a message will display indicating the details about the failed validation and how to resolve the issue There are three types of validation messages Error messages Validation messages and Warning messages Validation messages indicated as ERROR or VALIDATION must be corrected in order to submit the EPAF for approval Validation messages indicated as WARNING should be noted however you may submit the EPAF for approval if a warning message exists An error will prevent you from submitting the EPAF until the error is corrected but you can still save the EPAF if errors are present How to access EPAFs What you should know before you begin the EPAF process As you begin an EPAF the system will require specific information about the transaction that you should gather ahead of attempting to originate an EPAF Specifically you should know the following details about the transaction or obtain this information before you create a new EPAF e AggielD ex 800XXXXXX of the person to be hired e Personnel date of the person to be hired the date the person will report to work e The position number for the position that will be filled If the person you are hiring does not have an AggielD or they have never worked for the university please complete the New Hire form on the HRS Web site http hr nmsu edu managers newhire Access is required to use the EPAF system Please download complete and route the security form to gain access to th
43. tudent Aide In the drop down menu select the preferred title Note This field is not validated Please take care when entering a title to ensure consistency and correct spelling Use the exact title that best matches the description of the employee s duties Title Description Student Aide Student employees whose duties are primarily clerical labor or service worker functions and who usually are not required to bring experience or expertise to the job These individuals do not supervise the work of others Student Assistant Student employees whose duties are of a technical and or professional nature and entail significant responsibility possibly including the supervision over work of others Typically a specific expertise and or previous experience will be required for a Student Assistant position Student Co Op Student employees whose duties meet the standards for cooperative education as prescribed by the New Mexico Commission on Higher Education Cooperative Education Network Cooperative Education Co op is a formalized program under the direction of a post secondary institution to optimize learning in an alternate setting Cooperative Education provides experience based learning for college students through paid employment in practical curriculum related work assignments structured to meet students interests abilities and aptitudes while meeting employers needs Each term co op assignments must be approved by
44. val queue periodically EPAF Approver Summary EPAF Approver Summary Sigg In My Queue History LF Select the link under Name to access details of the transaction Filtering On Queue Status Reset Save Viewing pending approvals 1 From the EPAF menu click EPAF Approver Summary The Current tab displays with a list of transactions awaiting your approval 2 Locate the transaction in the list that you want to evaluate If you have several EPAFs you can sort filter or search for the transaction that you want to find 3 Click on the name of the employee or transaction ID for the EPAF you want to evaluate The EPAF detail screen will open in preview mode read only June 2015 Version 1 6 Page 31 Electronic Personnel Action Form EPAF Important checks for approvers Listed below are some important manual checks that you ll need to perform for each EPAF transaction Labor Distribution Section Index number Confirm that the correct index number is being used to fund the position Account Confirm that the correct account is being used for this type of expenditure Comments Comments are added to the EPAF transaction by the Originator when the EPAF is created Originators use the comments section to include additional information about the transaction not otherwise recorded in the available form fields Examine the comments to determine if sufficient information is provided in order to approve the transaction Return an
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