Budget Account Change EPAF
The purpose of this EPAF is to change the budget account for an Active job assignment.
Approval Category: Select one
 Faculty/Staff Budget Account Change – FSBAC
 Graduate Assistant Budget Account Change – GABAC
 3rd Party Budget Account Change – 3RDBAC
 Alabama Cooperative Extention Budget Account Change - ACEBAC
Position Number/Suffix: Select the Active, current position number. Do not change the suffix.
Step
1
Step
2
Instructions
Log into Self-Service Banner; enter USER ID and PIN, Click LOGIN and Employee Tab,
Electronic Personnel Action Form link, New EPAF link.
Instructions
Enter the ID (A#); the name will automatic populate. Enter the Query Date: start date
of the personnel action; and select the Approval Category: Budget Account
Change. Select one:




Faculty/Staff Budget Account Change
Graduate Assistant Budget Account Change
3rd Party Budget Account Change
ACE Budge Account Change
The Query Date must be a future Pay Period Date. Meaning, the Query Date
(Effective Date) must be greater than the employee’s Last Paid Date.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page1 Budget Account Change EPAF
Step
3
Step
4
Instructions
Click on the All Jobs button to select the active position; then click ‘GO’.
Select the radio button (right side) with the Active Job Status; click ‘GO’.
Instructions
After clicking ‘GO’, the Employee Personnel Form should appear.
Employee Salary Amount Update:
Enter the required data. Enter the exact same data from Current Value
column to New Value column. Do not change any data. The Jobs Effective
Date, Salary Grade, Step, Factor, Pays and Annual Salary must be the exact
same as the Current Value.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page2 Budget Account Change EPAF
Step
5
Instructions
Labor Distribution Add/Update:
The new Effective Date of the Labor Distribution section of the EPAF will default from
the Query Date that was entered when the transaction was started. The Labor
Distribution accounts will default under the NEW section, therefore, enter the change
data for Fund, Organization, Account, and Program (FOAP). –Tab to get to the next
field.
Enter the account change under NEW: COA = N; Index = Blank: Enter the Fund,
Organization, Account, Program (FOAP) and Percent. The total Percent must equal
to 100.00. All other fields are left Blank.
Step
6
Instructions
Optional Position Separation - This section is optional. You can either terminate or
leave the budget account active.
Termination Date:
To terminate an account change, enter data in the New Value: Job Effective Date
and Job End Date should be the same date: 05/31/20XX: Job Status = Terminated;
and Job Change Reason = LABOR, Change in Labor Distribution.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page3 Budget Account Change EPAF
Step
7
Instructions
Optional Position Separation
Active Date:
To keep the budget account change active, enter the starting date in the Job
Effective Date: 01/01/20XX. (The date may default from the Query Date). Do not
enter any other information Under New Value. The Job End Date, Job Status, and Job
Change Reason should be Blank.
Step
8
Instructions
Routing Queue:
Enter the User Name of the Approval Level department approver. If you do
not know the User Name, you may search by clicking the magnifying glass
next to the User Name. As the originator of the EPAF, you are responsible for selecting the
appropriate approvers at all levels of the routing queue.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page4 Budget Account Change EPAF
Step
9
Instructions
Routing Queue: Search for User name
To search for the User Name, click the Search Icon
then the Select button.
Step
10
, highlight the User Name and
Instructions
Comment:
Enter your comments including start and end dates, budget account change or
justification for the change.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page5 Budget Account Change EPAF
Step
11
Step
12
Instructions
Click the SAVE button: “Your change was saved successfully.
Instructions
Then click the Submit button: The transaction has been successfully submitted. The
Transaction Status will change to “Pending” if the EPAF has been submitted
successfully. Note the Transaction # (22432); and Transaction Status: Pending.
For a list of Transaction Status – See Transaction Status Descriptions.
Step
13
Instructions
Warning and Error Messages:
Warning messages will not prevent your from submitting your EPAF.
Error message will need to be corrected before you are able to submit the EPAF.
AlabamaA&MUniversity
OfficeofHumanResources
BudgetAccountChange‐EPAF
Revision:May2015Page6