Approval categories represent the purpose of the personnel action - the reason a personnel action is being created.
Approval Levels represent the reporting hierarchy structure in your organization starting from the lowest level that needs to approve an EPAF.
Approval types are actions specific to the processing of a personnel action.
For example, actions such as extending a term assignment, or ending and existing assignment.
Approvers process EPAFs to approve, acknowledge, return EPAFs to originators for corrections, or apply EPAFs to the database.
The EPAF has gone through all the appropriate approval levels and changed the employee's personnel record in Banner.
The Current tab is your EPAF inbox. This is where the EPAFs appear that require your approval or FYI.
The History tab shows EPAFs that have been approved or acknowledged by the Approver.
Employee's 9 digit UNM ID
|In My Queue|
The "In My Queue" tab displays EPAF transactions for which you have been selected as an approver. These transactions are currently sitting in the originators queue. Approval by you is not required at this time but will be at some point soon.
|Job Change Reason|
Displays the type of change addressed by the EPAF. This information is drawn from the description of the approval category associated with the EPAF transaction.
|Jobs Effective Date|
The jobs effective date is the date the EPAF will apply in the Banner system. This date must not be less than the last paid date as indicated on the EPAF in which you are currently working. In some cases, the effective date may be equal to the last paid date, but it can never be less than the last paid date.
|Last Paid Date|
The last paid date represents the last day of the pay period. It is systemically populated by the payroll process.
The EPAF is waiting on approval.
The personnel date is the date that the EPAF "should" happen. In best case scenario, the personnel date and jobs effective date will be the same.
Proxies are individuals authorized to originate and/or approve in the absence of the original originator and/or approver.
Displays the date the originator generates a new EPAF. Displays all active jobs as of this date.
The status of the EPAF with respect to the individual defined in the approval queue.
If an EPAF contains an error or incorrect data, instead of approving it, an Approver will return it for correction. To view a returned EPAF, click on the employee's name. The EPAF Originator has two options: Void or Update. Click Void to void the EPAF. This will permanently inactivate the EPAF. Click Update to make any changes to the EPAF.
This is the employee's hiring organization for time entry and exceptions.
The status of the EPAF itself. For example, assume that a new online personnel action has been defined and filled out. The personnel action item is then submitted to a predefined approval queue for signatures. When the personnel action is submitted to the queue, the EPAF is considered to be in a Pending approval transaction status.
The EPAF has been voided but its history remains available.
If an EPAF has been created and saved (but not submitted) it remains in the waiting status.