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Banner EPAF Information
Welcome to Human Resources’ Banner EPAF HR site. This site provides information for supervisors who create or approve Electronic Personnel Action Forms (EPAFs) that initiate changes to employee job records. Access to Banner HR EPAF requires completion, submission, and approval of an EPAF Security Application and appropriate instruction.
When submitting EPAFs, please be aware of the EPAF Submission Schedule to help ensure timely and accurate payroll for employees.
When submitting an EPAF for an employee, the EPAF Originator should enter the employee's approver and timesheet organization number in the Comments field of the EPAF form. Please click here for a list of timesheet organization numbers. Starting August 7, the EPAF form will include a separate field to enter the employee's timesheet organization number. Please continue to enter the approver name in the Comments field so that HR can ensure that the approver matches the timesheet organization number. The approver can be someone other than the supervisor, if desired by the supervisor.
Listed below are the various training guides developed for EPAF processing. As additional training materials are developed they will be added below.
Upcoming EPAF Trainings
In preparation for the upcoming fall semester, we will be offering multiple EPAF training sessions, which will cover the student work clearance process and the submission of EPAFs for student employees, as well as foundational EPAF concepts. This training is open to all university employees -- including current or potential EPAF users -- and will be taught by John Bansavich.
We will be implementing a change that will be effective for all fall assignments, which will impact the way each student employee's hourly rate is specified via EPAF. This change will be discussed in our upcoming trainings. A representative from One Stop will also be present at each training to explain the current student work clearance process and answer questions about this process.
The scheduled training dates are as follows (all training held in CIT Lab):
Thursday, July 30th -- 11:00 a.m - 12:30 p.m.
Tuesday, August 4th -- 2:00 p.m. - 3:30 p.m.
Monday, August 17th -- 2:00 p.m. - 3:30 p.m
Anyone interested in attending the training should RSVP by checking "EPAF Student" and selecting a corresponding training date at the following link:
http://www.usfca.edu/its/learning/cit/training/register.html
We will also be offering two "Drop-In Clinics" during which I will be present to assist EPAF users with any pending EPAFs that they might have. The schedule for these "Drop-In Clinics" is as follows:
Friday, July 31st -- 10:00 a.m. - 12:00 p.m
Tuesday, August 11th -- 11:00 a.m. - 12:30 p.m.
There is no need to RSVP for the "Drop-In Clinics." Feel free to stop by at any point during the posted times.
EPAF Troubleshooting Guide
To assist with your EPAF submission, we have developed a troubleshooting guide, which provides solutions to the most frequently encountered EPAF error messages. The troubleshooting guide is available for download here.
Benefit Rate Table (Fiscal Year '09)
For a reference of E-classes, accounts and their corresponding benefit rate percentage, please click here.
Distribution Organizations
Effective 11/17, we will be implementing a new protocol for paycheck and pay advice distribution, which will in turn mean a change in the way EPAFs are submitted.
In the past, we have asked EPAF users to enter the department "Org" code (e.g. 541001) in the Distribution Organization field and the value "1" in the Home Organization field. We have developed new Check Distribution #'s (e.g. P5411), which should make our paycheck distribution more effective, and we ask that you now enter these new Check Distribution #'s in the Distribution Organization field. For more detailed instructions and a list of valid Distribution Organization values, please click on the following link:
http://www.usfca.edu/hr/banner/check_distr_orgs.html
Change in Default EPAF Approvers
Effective 11/1, due to a shift in responsibilities in the way in which we process EPAFs, we are asking for your cooperation as we implement a few necessary changes. Please review the information below, which many of you saw me present at the Supervisor?s Breakfast this morning. For those that were unable to attend, please note that we are requesting that EPAF users use new default approvers for the final 3 levels of EPAF approval to reflect our new processes in payroll. This change is effective October 10 and will affect all staff and faculty EPAFs. Student EPAFs will be unaffected by this change.
Effective immediately:
Please list Greg Cannella (username = gfcannella) as the default approver at the "40 - HR (Benefits/Compensation)" level for all staff and faculty EPAFs.
Please list Mike Holmes (username = mdholmes) as the default approver at the "60 - E-PAF" level for all EPAFs.
Melissa Takahashi-Brooks (username = takahashi) will be taking over responsibilities as the approver at the "90 - Payroll" and "99 - Final Applier" levels for all EPAFs submitted on the Monthly (MO), Semi-Monthly (SM), and Semi-Monthly Hybrid (SH) payrolls.
EPAFs for student employees should continue to list Reuben Concepcion (username = concepcion) at the "90 - Payroll" and "99 - Final Applier" approval levels.
Because of this change in approvers, any default routing queues that EPAF users have previously set up for staff or faculty will have to be amended. We apologize for the inconvenience and hope that this change will not present too much of a burden.
Timesheet Organization Numbers
For a list of e-timesheet approvers and their corresponding timesheet organization numbers, please click here.
Training Guides (PDF)
EPAFs for Student Assignments
EPAFs for Faculty and Staff Assignments
Approving EPAFs
EPAF Reference
EPAF Communications
If you have any questions about processing or approving EPAFs, please e-mail epaf@usfca.edu
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