SAINT LOUIS UNIVERSITY
Banner Human Resources Module
Self Service Banner
Electronic Personnel
Action Form (EPAF)
Approver Training Guide
Revised 11/2/2007
Saint Louis University
Human Resources Division
Office of Human Resources Information Systems
3545 Lafayette Avenue
St. Louis, MO 63104
(314)977-2360
For EPAF assistance: EPAFhelp@slu.edu
Saint Louis University
Electronic Personnel Action Form (EPAF)
Approver Training
Introduction
T
he Banner system is a web-based, administrative software application
developed by Sungard SCT. This system provides Saint Louis University with
online administrative functionality. The system integrates data from Human
Resources, Finance, Student, Financial Aid, and Alumni and Advancement areas.
This feature enables authorized users to access information existing on other
systems. The Human Resources system is a complete employee information and
management system within the integrated product.
The Banner Human Resources System consists of two components:
 Internet Native Banner (INB), and
 Employee Self Service.
Authorized employees access INB to look up departmental employee information
and enter departmental time keeping information (where applicable), and they
will access Banner Self Service to create and approve electronic personnel action
forms (EPAFs). University employees access Self Service to verify, and in some
cases, update their demographic, biographic, benefits, and payroll-related
information. In addition, authorized employees will enter their timecard
information electronically in Employee Self Service. Electronic time entry
instructions are available in the Web Time Entry training guide provide by the
Payroll Office.
The electronic personnel action form (EPAF) function of Banner allows the
University to process paperless personnel actions. EPAF’s are simple, concise, and
allow many values or data elements to default into the document without manual
data entry. The forms enable the University to achieve our goal to process
personnel actions rapidly, through an electronic approval process, providing an
audit trail of all approval/disapproval history.
This training guide provides step-by-step instructions for approving EPAFs using the
EPAF functionality in Self Service Banner. It is recommended that departmental
users complete the Banner Human Resources (HR) Basics training session prior to
the EPAF session to become familiar with basic navigation and obtain an
understanding of commonly used forms in the Human Resources module of the
Banner system. For questions about EPAF processing, please send an e-mail to
EPAFhelp@slu.edu and include the transaction number where applicable.
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Table of Contents
Chapter 1
EPAF Overview ................................................................. 1
Lesson 1-1: The EPAF Process ............................................................ 2
Lesson 1-2: EPAF Structure ............................................................... 3
Categories ................................................................................. 4
Approval Types ........................................................................... 7
Approval Levels ........................................................................... 9
Lesson 1-3: Organizational Security ................................................... 10
Chapter 2
EPAF Approval ................................................................ 11
Lesson 2-1: Getting Started............................................................. 12
Viewing EPAF transactions in the mySLU portal ................................... 12
Viewing EPAF transactions in Self Service Banner ................................. 13
Lesson 2-2: EPAF Review and Approver Actions ..................................... 14
Lesson 2-3: Setting up a Proxy Approver ............................................. 16
Lesson 2-4: Removing a Proxy Approver Setting ..................................... 18
Lesson 2-5: Approving an EPAF Action as a Proxy ................................... 19
Appendix A: Employee Class Code Listing ................................................ 20
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EPAF APPROVAL GUIDE
Chapter
1
Chapter 1 EPAF Overview
Chapter Objectives:
After completing this chapter, you will be familiar with:
 The EPAF process
 EPAF categories
 EPAF approval levels and routing queues
 How to contact HRIS for system access
D
epartments will use the electronic personnel action form (EPAF) process to
create change(s) to employee and job records and to submit these changes
through a pre-determined approval queue (routing). If approved, these
changes will be applied to the Banner database by Human Resources or Payroll.
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EPAF APPROVAL GUIDE
Lesson 1-1: The EPAF Process
This chart depicts the process flow for a change to an employee’s job record.
Department decides to make a change
impacting an employee’s record (i.e., new
hire, rehire, pay change, etc.)
Rehire/
New hire
action?
Yes
Department directs employee to complete
Information form, Tax and I-9 forms.
HRIS Office activates new employee in
Banner system and enters employee’s
personal information (PPAIDEN records).
No
Department originator initiates an
Electronic Personnel Action Form (EPAF)
in SSB, indicating the changes to be made
to the employee’s record.
No
Part or Full
time regular
staff?
Yes
Department originator submits the
completed EPAF for approval.
Level 1 (Dept./School) and 2 (Provost/
VP/HSC Finance) approvers log in to SSB
and review pending EPAF actions.
The HRIS Office enters new hire/
rehire part time or full time
regular employees in the Banner
system and creates their job.
EPAF returned to originator for correction
and changes are made to the EPAF in SSB.
Yes
EPAF
approved
?
No
Yes
EPAF action is applied to INB by
HRIS or Payroll department.
2
Changes
to EPAF
needed?
No
EPAF action is not approved. No
changes will be applied to INB.
EPAF APPROVAL GUIDE
Lesson 1-2: EPAF Structure
The Banner Human Resources module has been set up to process electronic
personnel action forms (EPAFs) for changes that departments initiate and approve
for faculty, staff, and student employees. An EPAF consists of a category,
approval types (blocks of fields to be completed), and an approval routing queue.
EPAF Category
(the personnel action/change)
Approval Type A



Field 1
Field 2
Field 3
Approval Type B



Field 1
Field 2
Field 3
Sets of fields
within the
Category designed
to accomplish the
parts needed for
the action. A
category may have
1 or more types.
Labor Distribution
Verify or set up new funding for the job.
Approval Routing Queue



Who must approve the personnel action?
Who needs to be informed of the action?
Who applies the action to the system?
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EPAF APPROVAL GUIDE
Categories
The Banner system uses a category code to identify the type of change processed.
The following table depicts the categories that Saint Louis University has set up for
processing EPAF actions in Self Service Banner.
 Checkpoint - The department originator must select the appropriate code to
enter in the EPAF form when processing an action for an employee’s record.
1.
Code
7ADJBM
2.
7ADJBB
3.
7ADJBF
4.
7ADJBS
Add a job for a Student Worker.*
5.
7ADSUP
6.
7ENDJB
7.
LD
Add a supplemental pay job for a
monthly paid employee.*
End a job without terminating all
employment (i.e., end one of
multiple jobs; or, transfer an
employee to another job.)
Change labor distribution.
8.
7LOA
9.
7NHFAC
Start or end an unpaid leave of
absence
Hire new Faculty
10.
7NHFWS
Hire Federal Work Study
11.
7NHGRD
Hire a new Graduate Assistant
12.
7NHPTF
13.
7NHSTU
New Hire Part Time/Adjunct
Faculty
Hire a new Student Worker
14.
7NHTBW
New Hire temporary biweekly staff
15.
7NHTMN
New Hire temporary monthly staff
16.
7PCGBW
Change pay, FTE, or hours per pay
for a biweekly paid employee in a
graded position.
4
To
Add a job for a monthly paid
employee.*
Add a job for a biweekly
employee.*
Add a Federal Work Study job for a
Student Worker.*
Contact for assistance
Human Resources Information
Systems
Human Resources
Information Systems
Human Resources Information
Systems
Student Financial Services
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Payroll Services
HSC Finance Office
Human Resources Information
Systems
Office of the Provost
Human Resources Information
Systems
Human Resources Information
Systems
Student Financial Services
Graduate School
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
EPAF APPROVAL GUIDE
17.
7PCGMN
18.
7PCUNB
19.
7PCUMN
20.
7RECBW
21.
7RECMN
22.
7RHADJ
23.
7RHFWS
Rehire a Federal Work Study into
the same position.
24.
7RHFAC
Rehire full time Faculty into the
same position.
25.
7RHSTU
26.
7RHSUP
27.
7RHTBW
28.
7RHTMN
29.
7TRMBE
30.
7TRMNB
Rehire a student worker into the
same position.
Rehire a monthly paid employee
into the same supplemental pay
position.
Rehire a temporary biweekly
employee into the same position.
Rehire a temporary monthly
employee into the same position.
Terminate an employee with
benefits (no other job)
Terminate an employee without
benefits (no other job)
ENDJOB and rehire actions must be
processed by the appropriate
departments. See note below.**
Transfer
actions
Change pay, FTE, or hours per pay
for a monthly paid employee in a
graded position.
Change pay for a FWS student, a
student worker, or a temporary
biweekly paid employee.
Change pay for a grad assistant,
faculty, resident, or temporary
monthly paid employee.
Implement a staff position title
change, grade change, and rate
change (when necessary) for a
biweekly position.
Implement a staff position title
change, grade change, and rate
change (when necessary) for a
monthly position.
Rehire an Adjunct Faculty into the
same position.
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Office of the Provost
Human Resources Information
Systems
Human Resources Information
Systems
Student Financial Services
Office of the Provost
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
Human Resources Information
Systems
* An additional job (7ADJBM, 7ADJBB, 7ADJBF, 7ADJBS, 7ADSUP) EPAF cannot be
originated along with a rehire or new hire action. The rehire or new hire action
must be approved and applied before the additional job EPAF can be submitted in
Banner.
** For a Transfer, the department the employee is transferring from must process
an 7ENDJB EPAF action and the department the employee is transferring to must
complete the appropriate hire EPAF action. The dates used to end the first job
and to begin the hire job must be consecutive to prevent a gap in service.
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EPAF APPROVAL GUIDE
 Checkpoint - Hiring full-time or part-time regular staff
When hiring a full-time or part-time regular staff, please work with the Human
Resources Employment Office. An EPAF will not be processed for these new hires;
instead, the People Admin System will provide the information about the new hire
to the Human Resources Information Systems (HRIS) office for entry in the Banner
system. These employees will still need to complete an I-9 Employment Eligibility
Verification Form, Tax Forms, and the Human Resources Information Form no later
than their first day of employment.
 Checkpoint - Retroactive Pay Actions
When processing EPAF actions with begin dates before a pay period that has
already ended, be aware that retroactive pay will be paid on the first available
pay period. Departments are encouraged to enter changes to jobs and pay prior to
or during the pay period that will be affected by the change. Retroactive pay
actions may result in a temporary increase in tax liability for the employee.
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EPAF APPROVAL GUIDE
Approval Types
For each EPAF category or action, one or more approval types are required. These
approval types establish the fields that can be entered and the type of routing
queue required for the specific action.
The following EPAF categories require one approval type (one set of required
fields):
EPAF Category
7ADJBB (add job for a biweekly employee)
7ENDJB (End Job)
LD (Labor distribution change)
7LOA (Leave of Absence Start/End)
7NHFAC (New Hire Faculty)
7NHTBW (New Hire Temporary BW staff)
7NHTMN (New Hire Temporary MN staff)
7NHSTU (New Hire Student)
7PCGBW (Pay Change Graded Biweekly)
7PCUNB (Pay Change for students/ temps)
7PCGMN (Pay Change Graded Monthly)
7PCUMN (Pay Change for GA/Fac/Res)
7RECBW (Reclass Biweekly Position)
7RECMN (Reclass Monthly Position)
Approval Type(s)
7ADJB2(Additional Job BW Employee )
7JBTRM (NBAJOBS Termination)
LDCHG (Labor distribution change)
7LEAVE (Leave of Absence start/end)
7NHMN (New Hire Monthly Employee)
7NHBW (New Hire Biweekly Employee)
7NHMN (New Hire Monthly Employee)
7NHBW (New Hire Biweekly Employee)
7PCHGB (Pay change for BW)
7PCHGB (Pay Change for BW)
7PCHGM ( Pay Change for MN)
7PCHGM (Pay Change for MN)
7RECBW (Reclass Biweekly Position)
7RECMN (Reclass Monthly Position)
For EPAF categories requiring more than one approval type, the additional
approval types will appear in subsequent sections of the Self Service EPAFs.
The following EPAF categories require two or three approval types (more than
one set of required fields):
7ADJBF (Additional job for FWS and
provide a specific end date)
7ADJBM (Additional job for a
monthly employee and provide an
end date)
7ADJBS (Additional job for a
student and provide an end date)
7ADSUP (Additional Supplemental
Pay and provide an end date)
7HNFWS (New Hire Federal Work
Study and provide an end date)
1. 7ADJB3 (Additional Job FWS/Student Worker)
to begin the additional job
2. 7JBTRM (NBAJOBS termination) to put an end
date on the additional job
1. 7ADJB1 (Additional Job MN Employee) to
begin the additional job
2. 7JBTRM (NBAJOBS termination) to put an end
date on the additional job
1. 7ADJB3 (Additional Job FWS/Student worker)
to begin the additional job
7JBTRM (NBAJOBS termination) to put an end
date on the additional job
1. 7ADJB1 (Additional job MN Employee) to begin
the additional job
2. 7JBTRM (NBAJOBS termination) to put an end
date on the additional job
1. 7NHBW (New hires biweekly employee) to
begin the job
2. 7JBTRM (NBAJOBS termination) to put an end
date on the job
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EPAF APPROVAL GUIDE
7NHGRAD (New Hire Graduate
Assistant and provide an end date)
7NHPTF (New Hire Part Time/Adj
Faculty and provide an end date)
7NHSTU (New Hire a Student and
provide an end date)
7RHADJ (Rehire Adjunct Faculty in
the same position and provide an
end date)
7RHFWS (Rehire Federal Work
Study in the same position and
provide an end date)
7RHFAC (Rehire FT Faculty in the
same position)
7RHSTU ( Rehire Student in the
same position)
7RHSUP(Rehire Supplemental Pay in
the same position)
7RHTBW (Rehire Temp BW Staff in
the same position)
7RHTMN (Rehire Temp MN Staff in
the same position)
7TRMBE (Term Employee
w/Benefits)
7TRMNB (Terminate employee w/o
benefits)
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1. 7NHMN (New hire monthly employee) to
begin the job
2. 7JBTRM (NBAJOBS termination) to put an end
date on the job
1. 7NHMN (New hire monthly employee)
to
begin the job.
2. 7JBTRM (NBAJOBS termination) to put an end
date on the job.
1. 7NHBW (New Hire Biweekly Employee) to
begin the job.
2. 7JBTRM (NBAJOBS termination) to put an end
date on the job.
1. 7REHRE (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB1 (Additional Job MN Employee) to begin
the current job.
3. 7JBTRM (NBAJOBS termination) to put an end
date on the job.
1. 7RHRE (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB3 (Add Job FWS/Student Worker) to
begin the current job.
3. 7JBTRM (NBAJOBS termination) to put and end
date on the current job.
1. 7REHRE (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB1 (Additional Job MN Employee) to begin
the current job.
1. 7REHRH (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB3 (Add Job FWS/Student Worker) to
begin the current job.
3. 7JBTRM (NBAJOBS termination) to put an end
date on the job.
1. 7REHRE (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB1 (Additional Job MN Employee) to
begin the current job.
3. 7JBTRM (NBAJOBS termination) to put an end
date on the current job.
1. 7REHRE (Rehire Same Position) to remove an
end date from previous employment.
2. 7ADJB2 (Additional Job BW Employee) to
begin the current job.
1. 7REHRE (Rehire Same Position) to remove an
end date from the previous employment.
2. 7ADJB1 (Additional Job MN Employee) to begin
the current job.
1. 7JBTRM (NBAJOBS Termination)
2. 7ETERM (PEAEMPL Termination)
1. 7JBTRM (NBAJOBS Termination)
2. 7ETERM (PEAEMPL Termination)
EPAF APPROVAL GUIDE
Approval Levels
An EPAF is originated in the department by the person who is authorized to enter
and submit changes for employee status, jobs, etc. Once an EPAF is originated, it
must be saved and submitted to an approval routing queue. In Banner there are
mandatory (required) approver levels that the EPAF is routed through before the
change can be applied to the employee’s record.
Mandatory (Required) Approvers include:
Level 10
DEPART
First level of approval required. Includes Department
or School Level approval.
Level 20
Second and final approval required. Can include the
Office of the Provost, a Vice President, and/or HSC
Finance Office.
Graduate
School
Will approve actions related to hiring, rehiring or
termination of Graduate Assistants.
Financial
Aid
Will approve actions related to hiring, rehiring or
adding a job to a Federal Work Study.
Superuser
A designated person with the ability (authorization) to
approve any transaction at any time during the approval
process, bypassing the people in the approval queue who
have not yet taken action on the transaction for all
organizations. A Superuser cannot disapprove, but can
void or return the transaction for correction.
Applier
An approved EPAF must be applied to the database. For labor distribution
changes, this is done by payroll services. For all other EPAF actions, the human
resources information systems office applies actions to the Banner system.
FYI
Individuals in specific departments see different approved EPAFs for information
purposes only (after the EPAF is approved). Departments included are University
Benefits, Human Resources Compensation, Payroll Services, Office of the Provost,
and Research Administration.
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EPAF APPROVAL GUIDE
Lesson 1-3: Organizational Security
Organization security will be set up and maintained by the Human Resources
Information Systems office (HRIS). New requests for access or requests to modify
existing access will require written approval by the employee’s supervisor.
Organizational security includes access to time approvals. The Banner security
request form is downloadable from the Human Resources web site at
http://www.slu.edu/services/HR/hris_access.html. Employees complete the
form, have it approved by their supervisor, and return the form to the Human
Resources Information Systems office at the Salus Center.
 Checkpoint – Questions about Banner Human Resources Access should be
referred to Nick Hebel at hebel@slu.edu.
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EPAF APPROVAL GUIDE
Chapter
2
Chapter 2 EPAF Approval
Chapter Objectives:
After completing this chapter, you will be familiar with:
 Personnel Action Notices in the mySLU Portal
 How to view the details of an EPAF action
 How to approve, disapprove, or return for correction
an EPAF action
 Setting up a Proxy Approver
 Approving actions as a Proxy Approver
E
PAFs submitted by departmental originators must be reviewed and approved,
disapproved, or returned for correction by various approvers in a predetermined routing queue. Approvers, identified in the routing queue when
the Routing Information block is completed for an EPAF transaction, are notified of
an EPAF to be approved when the approver logs in to the mySLU Portal and clicks
on the Employee tab. A section of this page of the Portal shows an Approval Alert
for EPAF transactions. Once the approval routing queue is completed, the EPAF
information is applied to the system by HRIS or payroll services.
 Checkpoint – Departmental originators may want to e-mail approvers in their
level 10 and 20 routing queue to let them know when an EPAF transaction has
been submitted. At this time, the Banner HR module is not programmed to
provide automatic e-mail notifications. Approvers must access the mySLU
Portal to review pending EPAF transactions.
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EPAF APPROVAL GUIDE
Lesson 2-1: Getting Started
There are two ways for approvers to view pending EPAF transactions:
1. the approver may access the Personnel Action Notices channel on the
Employee Tab in the mySLU portal; or,
2. access the approver summary in Banner Self Service through the Electronic
Personnel Action Forms link in the Employee menu
Viewing EPAF transactions in the mySLU portal
1. Open Microsoft Internet Explorer on your computer.
2. In the Address field, enter: http://gateway.slu.edu and press Enter.
3. Enter your username and password
for the Portal system.
4. A channel for approver notices is
included on the Employee page of
the portal.
5. Items requiring your approval will be listed in the Personnel Action Notices
channel.
6. Click on an item
(employee’s name is a
link) to review the
EPAF.
You will be automatically logged
into Self Service Banner and the
selected EPAF will appear on your
screen.
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EPAF APPROVAL GUIDE
Viewing EPAF transactions in Self Service Banner
1. If you are already in Self
Service Banner, Access the
Employee tab and go to the
Electronic Personnel Action
Form link near the bottom of
the Employee page.
2. Click on the EPAF Approver
Summary.
3. The Current tab will display items that
need your approval. Set the Queue
Status to Pending to review items that
need your approval.
NOTE: The In My Queue tab will display items for which you may be a different
level approver. For example, if you are the level 20 approver on an EPAF, it
will be listed on the In My Queue tab until the level 10 approver has approved
the item. After the level 10 approval, the EPAF queue status changes to
pending for the level 20 approver and it would be listed on the current tab.
4. Click on an item (employee’s name is a link) to review the EPAF.
5. You may also view comments for a specific EPAF by clicking on the
**Comments link in the right column.
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EPAF APPROVAL GUIDE
Lesson 2-2: EPAF Review and Approver Actions
1. Review the EPAF by scrolling down to view the entries in the New Value
column. Be sure to view any comments submitted with the EPAF for
information you may need to be aware of before approving the transaction.
2. An approver may add a comment to
the EPAF. This is especially helpful
when the EPAF will be disapproved or
returned for correction. To add a
comment:
o Click on the Add Comment link
(near the top of the EPAF detail).
o Enter your comments in the box.
o Click on the Save button to return
to the EPAF detail.
o NOTE: Comments need to be
added before you approve,
disapprove, or return the EPAF for
correction.
3. Select the approver action. The approver can approve, disapprove, or
return the EPAF for correction.
o Approved EPAF – the approver fully approves the values entered in the
new value column of the EPAF. The action is approved to go to the next
approver and/or to be applied in the system.
o Disapproved – the action is not approved and no further action will be
processed on this EPAF. (Note: Please add a comment to the EPAF
explaining the reason for disapproval.)
o Return for Correction – An approver is requesting a change to
information submitted on the EPAF transaction or requires additional
information to approve the transaction. (Note: Please add a comment
to the EPAF explaining what needs to be corrected.) This action will be
back in your approval queue once corrections are made.
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EPAF APPROVAL GUIDE
4. After clicking on the selected approver action
(approve, disapprove, or return for correction), a
message displays at the top of the EPAF confirming
the action taken. The Queue status will also be
updated for your level and the next level approver
(next level changes to pending.)
EPAF Statuses
Transaction
Statuses
Waiting
Pending
Approved
Disapproved
Complete
Void
Partially
Completed
Cancelled.
Definition
The transaction has been
initiated, but not
submitted.
The transaction has been
submitted by the
initiator and is pending
review by an approver.
The transaction has been
approved by an
approver(s).
The transaction has been
disapproved by an
approver.
The transaction has been
submitted and approved
by all approvers in the
routing queue.
Transaction has been
voided.
The transaction requires
some fields to be fixed –
only part of the
transaction can be
applied.
The transaction was
cancelled.
Queue
Statutes
Pending
Definition
FYI
A person in the approval queue
who receives the EPAF action
for information purposes only.
Approved
The transaction has been
approved by the current
approver.
The transaction has been
disapproved by the current
approver.
The transaction is back in the
routing queue waiting for the
next approval level.
Disapproved
In the queue
The transaction is pending in
the approvers queue.
Void
The transaction was voided.
More
information
An approver has requested
additional information before
the EPAF can proceed.
Acknowledge
An FYI approver has reviewed
the EPAF and acknowledged
receipt.
The EPAF was returned to the
originator for correction.
A superuser has overridden one
or more approval levels.
The transaction was removed
from the approval queue
(superuser)
Includes all queue statuses
All approvals in the routing
queue are complete and HRIS or
payroll has applied the changes
to the system.
Return for
Correction
Overridden
Removed from
queue
All
Applied
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EPAF APPROVAL GUIDE
Lesson 2-3: Setting up a Proxy Approver
The Electronic Proxy Rule Form permits an approver to designate proxies or
individuals authorized to take approval action in the approver’s absence.
 Checkpoint - The person designated as your proxy assumes your Banner
security role and can view the same information and approve the same
actions that you would normally view or approve.
 Checkpoint – It is critical that you set up a proxy approver when you will be
out of the office for an extended period of time and will be unable to access
the portal or self service remotely. The HRIS department is not able to
approve actions for you and if a proxy is not set up, the action will have to
wait until you return to approve the item.
To set up a proxy:
1. In Self Service Banner, Access the
Employee tab and go to the
Electronic Personnel Action Form
link near the bottom of the
Employee page.
2. Click on the EPAF Proxy Records
link.
3. Select the approver level you want to set up a proxy for and click on Go.
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EPAF APPROVAL GUIDE
4. Select your proxies’ name from
the drop down list. (Note:
The person must have EPAF
access set up before they can
be a proxy for an approver.)
5. Click on the box under Add to
check this name.
6. Click on Save. The person is added to the list of Proxy approvers for this
level.

Checkpoint - This person will be your proxy until they are removed from
this form. Actions to be approved will appear in the proxy’s self service
approver summary list when they log in as your proxy.
17
EPAF APPROVAL GUIDE
Lesson 2-4: Removing a Proxy Approver Setting
1. In Self Service Banner, Access the
Employee tab and go to the
Electronic Personnel Action Form
link near the bottom of the
Employee page.
2. Click on the EPAF Proxy Records
link.
3. Select the approver level you want to remove a proxy for and click on Go.
4. Click on the box under Remove for the person you want to remove as a
proxy for this approver level.
5. Click on Save. The person is removed from your list of Proxy approvers for
this level.
 Checkpoint - This person will no longer be your proxy and they will no longer
receive notifications of actions to be reviewed and approved.
18
EPAF APPROVAL GUIDE
Lesson 2-5: Approving an EPAF Action as a Proxy
1. In Self Service Banner, Access the
Employee tab and go to the
Electronic Personnel Action Form
link near the bottom of the
Employee page.
2. Click on the Act as a Proxy link.
3. Select the person you are acting as a proxy for and enter the dates for the
range of EPAF transactions you need to view.
4. Click on Go.
5. The Approver Summary will display listing the transactions pending
approval. Follow the instructions for reviewing and approving EPAF actions.
19
Appendix
EPAF APPROVAL GUIDE
A
Appendix A: Employee Class Code Listing
Code
Description
Pay ID
Leave
Category
Benefit
Category
01
02
03
04
FT 9/10 Monthly Faculty
Post Doc Fellow/Asst
FT 11/12 Monthly Fac
FT 12 Month Faculty
UMG
PT Faculty Salaried
Summer Faculty
PT Faculty Salaried UMG
PT Post Doc Fellow/Asst
Temporary Faculty
Salaried
FT Staff Salaried
FT Staff – Hourly Web
FT Staff-Hourly
timeclock
FT Staff-Hourly Union 1
FT Staff-Hourly Union 2
FT Staff-Hourly
Professional
PT staff Salaried
PT Hourly Web
PT Hourly Timeclock
Temporary Staff
Salaried
PT Temporary Hourly
Web
PT Temporary Hourly
timeclock
Grad Asst/Student
Student Worker Web
Student Worker
timeclock
FWS student Web
FWS student timeclock
Housestaff
Non Employee
Retiree/Buyout
Previous Employee
One Pay Biweekly
One Pay-Monthly
MN
MN
MN
MN
NL
NL
FS
FS
FT
FT
FT
FT
Pay ID
MN – Monthly
BW - Biweekly
MN
MN
MN
MN
MN
NL
NL
NL
NL
NL
PT
PT
PT
PT
MB
MN
BW
BW
SM
SB
SB
FT
FB
FB
Leave Categories
NL – No Leave
FS – Faculty Loaded Sick
SM – Staff monthly
SB – Staff biweekly
L2 – Union Local 2
L5 – Union Local 50
BW
BW
BW
L5
L2
SB
U5
U2
FB
MN
BW
BW
MN
SM or NL
SB or NL
SB or NL
NL
PT
PT
PT
MB
BW
NL
MB
BW
NL
MB
MN
BW
BW
NL
NL
NL
MB
ST
ST
BW
BW
MN
MN
MN
MN
BW
MN
NL
NL
NL
NL
NL
NL
SB
SM
ST
ST
HS
NE
RT
NE
FB
FT
10
11
12
13
20
30
31
32
33
34
35
40
41
42
50
51
52
60
61
62
63
64
90
91
92
93
ZB
ZM
20
Benefit Categories
FT – Full Time Monthly
PT – Part time
MB – Minimal Benefits
FB – Full time BW
F2 – Union Local 2
F5 – Union Local 50
ST – Student
HS – Housestaff
NE – Non Employee
RT – Retiree (buyout)