Student ePAF User Guide
Office of Human Resources
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Table of Contents
Title
Page Number
3
Introduction to ePAF
ePAF Terminology
Standard Procedures for Creating an ePAF
4-6
7
Creating an ePAF
Approving an ePAF
Appendix A
Frequently Asked Questions
8-22
23-26
27-33
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Introduction to ePAF
ePAF – Electronic Personnel Action Form
What is ePAF?
ePAF is a more efficient way to accommodate the approval signature process for centralized and
decentralized HR operations. It will allow users to track their items requiring approval through an online
form in Banner and allows “Approvers” to easily view actions that need approval signatures and add their
own comments to an action.
To complete an action for an employee, an Originator accesses the Banner Form NOAEPAF, enters the
requested data and then submits the document to be routed for approval. Once the document is approved
by all of the required approvers, Human Resources applies the action to the Banner database and
employee’s job information is either created or updated in Banner.
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ePAF Terminology
ePAF Roles
Originators
The creator of an Electronic Personnel Action (ePAF). The originator will be the first person who
commits data entered on the Electronic Personnel Action Form (NOAEPAF) to the database (e.g.,
Administrative Assistant, Administrative Specialist, PI, etc.).
Approvers
Individuals who can approve, acknowledge, or return ePAF’s to the Originators for corrections, or apply
ePAFs to the database
ePAF Status
An ePAF is associated with two display-only status fields throughout the procedure, the Transaction
Status field and the Queue Status field.
Transaction Status: refers to the status of the Electronic Personnel Action (ePAF) itself.
The Transaction Status field appears in the Key block of the form. This field indicates the status of the
transaction throughout the approval process. Initially, the Transaction Status field is blank. The status
changes to Waiting as soon as the originator saves the data he/she has entered for the first (or only)
approval types for the current approval category. The status changes to Pending when the originator
submits the transaction for approval. It becomes Approved when all approvers whose required action
is Approval have approved the transaction. Finally, when the transaction is applied to the
database, the transaction status becomes Complete.
Transaction Status Descriptions
Waiting
The transaction is in the process of being created and has not
been submitted to the approval queue. When an electronic
approvals transaction is in Waiting status the transaction can be
deleted by selecting the Delete PAF from the Options menu of
the Electronic Personnel Action Form (NOAEPAF).
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 Correction
This status will allow you to return the transaction to the
originator for correction when an error is detected prior to final
approval or application to the database. The ePAF can be
updated and then resubmitted to the approval queue. If the
transaction is resubmitted to the approval queue, all individuals
defined in the approval queue will be required to take action on
the transaction again.
Approved
The transaction status is approved for the person when all the
person(s) defined in the approval queue has approved the
transaction.
Complete
The transaction status becomes Complete after the transaction
has been applied to the database.
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Partially Completed
The apply person has indicated that the remaining portion of
the transaction will be applied at a later date. This status is
typically in use when a transaction contains employee data for
Employee Record (PEAEMPL) and job information
(NBAJOBS), where a future job change would necessitate a
future Employee Record change.
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.
Canceled
This status will be used when you opt to cancel an entire
transaction after it has been applied to the database.
Queue Statuses
The Queue Status field indicates the current status of the transaction for each approver throughout the
approval process. For example, the queue status, In the Queue, indicates that the transaction is on its way
to an approver but needs approval action at a lower level, the Pending status indicates that the approver
needs to take positive action on the transaction, the Approved status indicates that the approver has
approved the transaction, and the Applied status indicates that the approver has applied the transaction to
the database.
Queue Status Descriptions
Pending
Indicates the approver(s) needs to take positive action on the
item.
Approved
Indicates that the approver has approved the transaction.
Disapproved
Indicates that the approver has disapproved the transaction.
Void
Indicates that the transaction has been voided. Valid queue
status for the originator and SuperUser only.
FYI
Indicates that the transaction is for information only. This
queue status indicates that the transaction has been sent to you
for your information only. No positive action is required.
More Information
Individuals defined in the approval queue with a required
action of Approval may need more information about the
transaction prior to taking positive action. If this is the case,
the approver can change the status to more information. This
identifies to the other individuals in the approval queue that
some action is being taken.
In The Queue
The transaction is on the way to you as the approver but needs
action at a lower level. Transactions must be approved in the
sequence defined in the Routing Information on the ePAF.
Therefore, until the action has been approved by the person
defined before you in the routing of the ePAF the status of In
the Queue will appear on your transactions. While the status is
In the Queue, the individual cannot take action on the
transaction. The status changes to Pending when the
transaction reaches you in the approval queue process.
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Acknowledge
Action taken by a person in the approval queue for whom the
transaction was sent to with a required action indicator of FYI.
Indicates that the FYI person has seen the transaction.
Overridden
This queue status is system generated. The status indicates that
the approval for users who have not taken action was
overridden by the superuser at the time the superuser approved
the transaction.
Removed from Queue
This queue status is system generated. This status indicates that
the originator or Superuser has voided the transaction and it is
no longer in the queue.
Return For Correction
Indicates that the ePAF has been returned to the originator of
the transaction for correction.
Applied
Indicates that the transaction has been applied to the database.
This queue status will be valid when a transaction has been
applied to the database and the transaction status is complete or
partially complete.
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Standard Procedures
Getting Ready to Originate an ePAF
Prior to creating an ePAF, the following must be completed to ensure that an ePAF can be submitted
without interruption:
1. The hiring department is required to have the employee to report to Human Resources to
complete new hire paper work for employment eligibility before the employee can begin
working if the employee has not worked in the capacity of student employee within the last
twelve (12) months.
2. The hiring department must verify that the student does not already have a Federal Work Study
job assigned by the Office of Financial Aid. Combining Departmental Hire Program positions
with Federal Work Study is prohibited.
3. An Originator/Creator of an ePAF must have a Banner Client username and password and access
to form NOAEPAF to create an ePAF.
4. An ePAF Supervisor must be consistently employed with the University and have a valid job
record in Banner Client system to be listed as the Supervisor on a student ePAF
5. The following information will also need to be available:
Data Item
Description
Xavier University Identification Number for the
Employee’s XULA ID
employee being hired/rehired
Identifies the job assignment that the employee is to fill
based on position funding. This must be obtained by
contacting the Compensation Analyst for Student
Employees in HR. Position numbers are uniquely tied to
the funding and will not change unless the fund code
changes.
**Position Number
Effective Start Date of the Position
A future date the employee is expected to start working
in the position
Warning: Retroactive dates are prohibited. A two-week
lead time on the start date of a position is required to
begin originating an ePAF.
Effective End Date of the Position
The last date that the employee is allowed to work in the
position
Labor Distribution
Includes fund code from which the employee’s wages
are to be paid from along with the organization code,
account code, program code, in some cases activity
code, and percentage of time
(Must equal 100%)
Salary
Amount of money that the employee is expected to be
compensated for work in the position per semester
Supervisor’s XULA ID
Xavier University Identification Number of the Student
Employee’s Supervisor
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Creating an ePAF
Detailed below are the steps that a user should follow to “Hire” a student employee using ePAF.
Enter NOAEPAF
Step 1. Access Banner Client
1.
2.
3.
Step 2. Access the Electronic Personnel Action Form
(NOAEPAF).
Access the XULA Home Page
Click “Online Resources”
Select “Banner Client” from the list
Enter NOAEPAF in the field to the right of
“Go to…”
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Part 1: Complete Employee Information
(3) Employee ID
(4) Query Date
(5) Approval Category
Step 3. Enter the XULA ID
Enter the ID of the person (the employee) for whom the
Electronic Approval transaction is being created.
Step 4. Enter QUERY DATE
Enter the Query Date.
The query date must be a future start date for the
position being created. (ex. today is 01-AUG-20xx and
the new employee will begin on 15-AUG-20xx, the
query date is 15-AUG-20xx).
Step 5. Enter APPROVAL CATEGORY
Enter “NWHIRE” in the Approval Category Field.
(Student who has never had a position in the department
that is paid from the funding that you wish to pay from)
In the ‘Approval Types’ field, the first type in sequence
will auto populate, ‘SEMPL’
OR
Enter “REHIRE” in the Approval Category Field.
(Student who has had the same position, paid from the
same fund, in the same department)
In the ‘Approval Types’ field, the first type in sequence
will auto populate, ‘START’
Step 6.
Click “Next Block” or Press CTRL+PgDn to enter the
Transaction Tab
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(8) Save Icon
(7) Enter required data in
these columns
Field Name Column
Enter Orgn Code Here
Enter Dist Code Here
Enter Current Hire Date Here
Note
Existing Banner security determines whether you can view current values. You can enter new values even if current values are not displayed because of security reasons. Current values do not
appear for any of the approval types for the NWHIRE or REHIRE approval category since an Employee Form (PEAEMPL) and an Employee Jobs Form (NBAJOBS) have not yet been
established for a new hire. However, current values will be visible if rehiring an employee into a previous job. You must enter new values for all required fields that do not have default values.
Step 7. SEMPL Approval Type, NWHIRE
Approval Category
Field Name
Employee Status
Description
Default “A”
Enter the data items listed below in the “New Value”
column based on the data requested in the “Field
Name” column.
Employee Class
Default “08”
Home COAS
Default “X”
Home Organization
Enter Organization Code
that employee will work in
Distribution
Organization
Enter Organization Code
that employee will work in
(same as home
organization)
Current Hire Date
Effective Date of Hire
(same as query date)
Step 8.
Click the “Save” icon to save data entered. Note a
“Transaction” number is assigned to the action.
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Part 2: Complete the Employee Job Details
(9) Options Menu
Step 9. Access the Next Action
(Using “REHIRE” Approval Category, “START”
Approval Type, will begin at this step)
Click “Options” on the main menu and select “Next
Action” to navigate to the next Approval Type in
sequence “START” to display additional fields in the
“Transaction Tab”
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(10) Employee Position &
SuffixNbr
Step 10. Enter Employee’s Position Information
(See Diagram Below)
Step 11.
Enter the employee’s Position Number
Enter “00” in the suffix field
Warning: Position numbers are uniquely tied to funding.
Funding cannot be changed on a position number.
Click “Next Block” or Press “CTRL+PgDn” to enter
the Transaction Tab
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(13) Click Tab
(12) Enter required
data in this column
Scroll Down for
more fields
Step 12. Enter the Job Detail Information
Use the scroll bar on the right to scroll down for more
fields.
Enter the data items listed below in the “New Value”
column based on the data requested in the “Field
Name” column.
Field Name
Job Begin Date
**When the current value field is blank, the following fields
should all have the same date:
Query Date
Job Begin Date
Jobs Effective Date
(Tip: This is the 1st date the
employee ever had a job with
your department; therefore
the job begin date can never
change, but can be left blank
when using approval category
REHIRE)
13
If there is no current value
listed, enter the same date
used for Query Date.
***See Note to the left
Contract Type
Default “P”
Warning: This field cannot
be updated unless
authorized by Human
Resources. Changing this
default without
authorization will result in
the ePAF being “Returned
for Correction”
Jobs Effective Date
Future date employee will
begin working
Title
Job title must be specific to
department name Student
Worker
(ex. Chemistry Student
Worker)
Default “A”
Job Status
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New Value
If there is a current value
listed (as in the example),
you do not have to enter a
date in this field.
Step
Default “0”
Job Change Reason
Default “00013”
Factor
Enter the number of
calendar months the
employee will working in
your department.
(ex. Work in months
January-May = 5 factors)
The total number of pay
periods the employee
will be paid for.
(Should be the same as the
number of Factors, as
student employees are only
paid once per month)
Enter the Hourly Rate for
the employee
Pays
Regular Rate
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Hours Per Pay
Blank (Non-Editable field)
Annual Salary
Enter the Total Amount the
student should be paid
during the employment
period. Should be an
amount determined per
semester.
(Hourly Rate x Hrs per
Week x Total Number of
Work Weeks =Salary
Amount)
Time Sheet Organization
Enter Organization Code
for the organization that
will benefit from the
employee’s service
Time Entry Method
Default “W”
Time Entry Type
Default “T”
Time In/Out Ind
Default “Y”
Supervisor ID
Enter the XULA ID of the
Supervisor responsible for
approving the employee’s
electronic time sheet in
Banner Web Time Entry
Warning: The supervisor
must have a valid ePAF in
the Banner Client system
with an active job record in
order to supervise student
employees. Any breaks in
employment record for the
supervisor will result in
his/her reports inability to
clock in due to invalid
supervisor error.
Job Location
If the employee will be
working from a specific
location on the main campus of
the University enter “OCL”On Campus
If the employee will be
working from a specific
location off the University
campus enter “OFL”-OffCampus
Warning: All OFL locations
must add the identified
physical location under the
“Other Information and
Comments” tab in
NOAEPAF; otherwise the
ePAF will be
Returned/Correction.
If the employee will be
working from both an on and
off campus location enter
“HYL”-Hybrid
Warning: All HYL locations
must add the expected
physical locations under the
“Other Information and
Comments” tab in
NOAEPAF; otherwise the
ePAF will be
Returned/Correction.
Step 13.
Step 14.
Click the “Save” icon to save the data entered
Click the “Job Labor Distribution” Tab
Complete the Labor Distribution Tab
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Step 15. Enter Labor Distribution Fields
Note:
HR will inspect each ePAF submitted to ensure that the
position number entered is assigned to the fund entered on the Labor
Distribution Tab. If they should find that the two do not match they
will return the ePAF and you will have to create a new ePAF using
the correct fund & position number
Labor Distribution Fields
Description
Effective Date
Enter date funding for the
job should start
(Should be the same as the
Jobs Effective Date)
Fund
Enter the Fund Code
assigned to the funding (6digit code)
Organization
Enter the Organization
Code of the unit that will
benefit from the service (4 –
digit code)
Account Code
Enter the Account Code
associated with the fund 4digit code)
Program Code
Enter the Program Code
Associated with the fund (2digit code)
Activity Code
Enter the Activity Code
Associated with the fund
(does not apply to all funds)
Percent
Enter the percentage of the
employee’s salary that
should be charged to the
fund entered (must equal
100%)
(You will need to enter fund information for each fund which
you want to pay the employee from to equal 100%, but main
fund associated with position number provided must remain)
Step 16. Save the Data Entered
Click the “Save” icon to save the data entered
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Step 17.
Step 18. (See Diagram Below)
Step 19.
Click “Options” on the main menu and select
“Next Action” to display additional fields in the
“Transaction Tab”
Approval Type is updated to “End”
Click “Next Block” or Press “CTRL+PgDn” to
enter the Transaction Tab.
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Part 3: Complete 3rd Approval Type
Click here after “Saving” the data
entered.
Termination Data fields
Step 20. Enter Termination Fields
Job Effective Date
Job Status
Job Change Reason
Step 21.
Step 22.
Description
Enter the date the
funding should end. This
date should be a date that
is later than the date that
you wanted to start
paying the employee
from the fund.
Default is “T”
Default is “00017”
Click the “Save” icon to save the data entered
Access the Routing Tab
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Part 4: Complete the Routing Tab
Step 23. Populate the Routing Tab
Routing Tab Fields
Level Code
Description
Default the first
Approver’s Level Code
User ID
Tab to the blank field in
the User ID Column.
Click the User ID drop
down. The user id for the
individual responsible for
approving for that level
code will appear
automatically.
Required Action
Field is automatically
populated with the action
the Approver is required
to take: Approval, FYI or
Apply.
***Complete each row for which the Level Code
column is populated by moving the arrow down to the
next level code
Step 24. Save the Data Entered.
Click the save icon to save the changes that you have
made to the
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Part 5: Submit the Transaction
Submitting an ePAF transaction for approval routing is the final step in creating a
transaction. Detailed below are the steps that are required to submit a transaction.
Step 25.
Click the Transaction Tab
On the file menu, click Options.
Select “Submit Transaction”
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Note:
If your submission was successful “Transaction Submitted” should
appear in the message bar at the bottom of the form and the Transaction Status
should display “Pending”
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If you are taken to the screen below, please note the errors listed by clicking “Next
Block and then check the Common Errors area of the FAQ’s to resolve them. If
you receive an error message that is not in the Common Errors section,
contact the Student ePAF Administrator in Human Resources at Extension 5738
with the error message for further assistance.
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Approving an ePAF
Only individuals authorized to approve ePAFs will have access to the forms required to complete the process detailed below.
An ePAF Approver must check his ePAF statuses daily and whenever possible make same day approvals. A 2-3 business day
limit on approvals must be followed as ePAFs Approvals happen laterally and do not require hierarchical approvals.
Employees are not authorized to begin working until all Approvals have been met and Application of the job record can take
place. Automatic notifications are sent electronically when an ePAF is in Pending status and awaiting an Approver’s
decision.
Approvers may approve an ePAF transaction 2 ways:
1) Via the Approval Summary form NOAAPSM
2) Via NOAEPAF
Detailed below are instructions on Approving via NOAAPSM.
Enter date range, optional
Select “Pending”
Select “Pending”
Step 1: In Banner, Access the Approvals Summary Form (NOAAPSM)
Step 2: Optional, Enter the last date of the period for which submitted
transactions are to be approved in the “Submitted to Date” field.
Step 3: Optional, Enter last date of the period for which submitted transactions
are to be approved in the “Submitted to Date” field.
Step 4: Select “Pending” from the Transaction Status pull-down list.
Step 5: Select “Pending” from the Queue Status pull-down list.
Step 6: Click “Next Block” or “Ctrl+Pgdn”
Note: Until all approvals have been made, Human Resources has Apply the record to the system,
and a report has been sent via email to the Originator that indicates that the ePAF is now in a
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Completed status, a student employee is not yet eligible to begin working at this stage. The report
serves as Human Resources authorization that the employee is an official employee of the
University and is eligible to begin working and clocking time entries via Banner Web Time Entry.
Click drop down to “Approve”
the transaction
Step 7: Review details for each transaction that you plan to approve as follows:
a) Select the “Transaction”.
b) Then access the NOAEPAF form for the transaction by selecting “PAF Detail Information”
from the Options menu.
c) Examine the transaction on NOAEPAF
d) Finally, return to NOAPPSM by exiting NOAEPAF
Step 8: Select Approve from the Approver Action pull-down list for each transaction that you want to
approve OR Select Return for Correction for each transaction where information is incorrect.
Step 9: Save the transaction status and queue status for each approved transaction.
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Step 10: Once all approvals have been made, Human Resources will Apply the record to the system and a
report will be sent via email to the Originator that indicates that the ePAF is now in a Completed status,
that the employee is an official employee of the University, is eligible to begin working, and that a time
card in Banner Web Time Entry is now available.
Approving Via NOAEPAF
Step 1: Access the Electronic Personnel Action Form (NOAEPAF).
Step 2: Enter the name of the person for whom the transaction is to be approved.
Step 3: Enter the ePAF transaction number that you want to approve and examine the transaction.
Step 4: To see funding from SEMPL Approval Type, select Options menu and Next Action to get to
view the “Job Labor Distribution” tab
Step 5: Once satisfied with the details of the transaction, to approve the transaction, select Approve from
the Approver Action pull-down list, and Save. The transaction status and queue status becomes
Approved
OR
If the transaction contains incorrect information for the person, select Return for Correction from the
Approver Action pull-down list, and Save. This will return the ePAF to the Originator. The Originator
must repair the data in the ePAF and re-submit the transaction.
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Step 6: Once all approvals have been made, Human Resources will Apply the record to the system and a
report will be sent via email to the Originator that indicates that the ePAF is now in a Completed status,
that the employee is an official employee of the University, is eligible to begin working, and that a time
card in Banner Web Time Entry is now available.
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A. APPENDIX
ePAF FREQUENTLY ASKED QUESTIONS
1. I am ready to take a Personnel Action using ePAF, What do I have to do?
2. What is the difference between when a transaction is “saved” and when a transaction is
“submitted”?
3. How do I customize my view so that I only see ePAFs that I can take action on?
4. Can I see all ePAFs that are open from my department?
5. How do I know with certainty that an ePAF has been submitted?
6. What are the Approvers responsibilities?
7. What are the originators responsibilities?
8. What are proxies?
9 . Can an originator have proxies?
10. Can an Approver have a proxy?
11. Can an approver also be an originator?
12. How will I know who has approved my ePAF?
13. What is a Secondary Position?
14. Can a Faculty/Staff/Student member have more than one Primary Position?
15. Can a Faculty/Staff/Student member have more than one Secondary Position number?
16. Can I add and delete Approval Levels on the Routing tab?
17. What do I do if I notice that there is an incorrect person listed in the Approval
Routing on the “Routing Tab”?
18. How can I search for a Supervisor’s ID and Position number?
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Q1. I am ready to take a Personnel Action using EPAF, what do I have to do?
A. First you should check to insure that you have access to the required forms. If you do not
have access, please contact the ePAF Administrator at ext 5282. After you have accessed
the form, get into to Brio on the web and run the Department Position Report to gather
the information required to complete an EPAF.
Q2. What is the difference between when a transaction is “saved” and when a transaction
is “submitted”?
A. Saving a Transaction
Saving a transaction allows you to only save the information entered on the EPAF form. The
first time a transaction is “Saved”, the system will automatically assign a transaction number
and change the Transaction Status to “Waiting”. The transaction does not go into the
Approval queue for Approvers to view or take an action on the transaction. To save a
transaction, click the “Save” icon on the file menu.
B. Submitting a transaction
Submitting a transaction changes the status of the transaction from “waiting” to pending and
the transaction is placed in the routing queue of the individuals defined on the routing tab of
PAF.
Submit Option
Save Icon
Q3. How do I customize my view so that I only see ePAFs that I can take action on?
A. If you are designated as an Approver, you can go to the Approval Summary form
NOAAPSM. On that form set the Transaction Status to “Pending” and the Queue Status
to “Pending”. Setting both statuses to “Pending” will return all of the transactions that
you are required to take action on with a Transaction status of “Pending” and a Queue
status of “Pending”. For more details on queue status and Transaction Status, see section
8 of the EPAF Documentation Manual.
Continued on next page
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Status of the Transaction
Status of the transaction
in your queue
Q4. How do I see all EPAFs that are open from my department?
A. Unfortunately, no one person can see all of the ePAFs for a specific department from
either the Approval Summary Form (NOAAPSM) or Electronic Personnel Action Form
(NOAEPAF). However an individual can see all of the ePAFs that he/she has been
designated to take an action. If you are designated as an Approver, you can go to the
form Approval Summary from NOAAPSM. On that form set the Transaction Status to
“All” and the Queue Status to “All”. Setting both statuses to “All” will return every
ePAF that you have ever been designated to take action on, regardless of the transaction
or queue status.
Q5. How do I know with certainty that an ePAF has been submitted?
A. The message area will return the message Transaction Submitted, and the transaction
status changes from Waiting to Pending and the transaction can be seen on the Approval
Summary Form (NOAAPSM).
Before
Transaction
Submitted
Before
Transaction
Submitted
Continued on next page
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Q6. What are the Originators responsibilities?
A. The “Originator” is responsible for accurately entering information on the Electronic
Personnel Action Form. The Originator should check the status of their ePAFs
transaction on a regular basis.
Q7. What are the Approvers responsibilities?
A. Check the Approval Summary from NOAAPSM for any transaction with a status of
pending. Approved or Disapproved an action timely.
Q8. What are proxies?
A. Individuals authorized to take approval action in the absence of the approver.
Q9. Can an Originator have proxies?
A. Yes! The proxy of an originator can update or change data on an ePAF in which he or she
did not originate as long as the transaction’s status is “Pending” or “Return for
Correction”.
Q10. Can an Approver have a proxy?
A. Yes! For details on how to take an action as a Proxy for an Approver please refer to
section 7 entitled “Taking an Action as a Proxy” in the ePAF Documentation Manual.
Q11. Can an Approver also be an originator?
A. Yes! An Approver can also be an originator as long as he or she request both approver
and originator access to the NOAEPAF forms.
Q12. How will I know who has approved my EPAF?
A. Go to the form NOAEPAF, enter the transaction number and click the routing tab. The
“Queue Status” column next to each individuals name will give the status of the
transaction in their queue. The “Action Date” field will also be populated with the date
the individual made the action.
Q13. Can a Faculty/Staff/Student more than one Primary Position?
A. No a Faculty/Staff/Student member can only have one active Primary Position number.
Q14. Can a Faculty/Staff/Student have more than one Secondary Position number?
A. Yes a Faculty/Staff member can have more than one active Secondary Position number.
Q15. What is a Secondary Position?
A. It is a position that a Faculty/Staff/Student who has in addition to his/her Primary
Position.
Q16. Can I add and delete Level Codes on the Routing tab?
A. Level Codes cannot be deleted from the Routing Tab. If a code needs to be deleted you
must notify Human Resources via e-mail regarding the change and Human Resources
will update the routing.
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Q17. What do I do if I notice that there is an incorrect person listed in the Approval
Routing on the “Routing Tab”?
If you observe that an incorrect person is listed on the “Routing Tab” for a transaction you are
involved in, either as an Originator or an Approver, contact Human Resources immediately at
ext. 5738.
Q18. How can I search for a Supervisor’s ID and/or Position number?
To search for a Supervisor ID:
1. From the Banner form NOAEPAF on the Transaction tab, click in the Supervisor ID field.
Click this arrow to be
taken to the employee
Search Form
2. Then click the arrow under “New Values”.
3. This button will take you to the Employee Search Form
Enter the
Supervisor’s
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4. Enter the Supervisor’s First and last name in their respective fields.
5. Click “Execute Query” or “F8” to execute the query.
6. Once the ID field is populated with the Supervisor’s XULA ID, double click the ID field and
you will be taken back to the form
NOAEPAF (and the XULA ID will be automatically populated in the Supervisor ID field).
Supervisor’s ID will
auto populate here.
To Search for the Supervisor’s Position from NOAEPAF:
1. Click the down arrow click the arrow under “New Values”
2. You are then taken to the form NBIJLST. From this form enter the Supervisor’s ID, then
click the “Next Block” icon or Ctrl+PageDown, to get the next block of the form.
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Enter the
Supervisor’s
ID here
Once the search is
executed, the
Supervisor’s Posn will
be populated
3.Select the Supervisor’s position, and then double click it to be returned to NOAEPAF.
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