Banner HRPayroll Forum Labor Distributions via EPAF

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Banner HR/Payroll ForumLabor Distributions via
EPAF

• November 26, 2007 and
• November 29, 2007

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Agenda

• Overview of Work Team Objectives
• Labor Distributions in Banner
• Management of Labor Distributions in Banner
• Labor Distributions via EPAF
• New Forms and Job Aids
• Questions and Answers

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Work Team Objectives

• Labor Distribution Changes
• To review the Labor Change Distribution EPAF and
  complete the guidelines for the changes to the
  current business processes regarding how Labor
  Changes are initiated and processed for all types
  of employees. The guidelines will include but are
  not limited to recommendations for the electronic
  approval set up and routing.
• Labor Redistributions
• To review the new PHAREDS process in Banner for
  changing the original labor distribution of an
  individual pay event and recommend a process for
  incorporating a segregated approval component.
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• Both reviews will include analyzing labor changes
  and redistributions from both the departmental
  and core office points of view to ensure that
  business needs are meet for all stakeholders.

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Work Team Participants

• Lori Callison
• Sue Garley
• Shannon Gilbert
• Lee Gulbransen
• Alex Lopez
• Mike Maes
• Doug Nelson
• Marge Pardo
• Laura Putz

• Nancy Risenhoover
• Adam Weeks
• Jerry White
• Michael Withrow
• Gail Kent
• Joan Ferrell
• Nicole Jones
• Duane Arruti
• Mary Ann Sanchez

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Labor Distribution Changes via EPAFS

• Electronic Personnel Action Form (EPAF)
• Departments originate personnel transactions via
  EPAF in LoboWeb (Banner Self Service)
• Transactions are routed electronically for
  approvals and FYIs are sent to those who need to
  know about transactions
• Core Offices review and apply transactions to
  Banner

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Labor Distribution Changes via EPAFS

• At go-live UNM will use the EPAF to
• Change labor distributions for all types of
  employees
• EPAF is only used if it is the only change to job
  record on employee transaction
• Post go live initiatives include using the EPAF
  for
• Hiring all types of employees
• Salary adjustments
• Putting employees on leave
• Changing FTE and more!

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Labor Distribution Changes via EPAFs

• Labor Distributions in Banner HR/Payroll
• Labor distributions do not have end dates
• only effective dates
• Labor distributions must add up to 100
• Labor distributions must be captured in
  no flat amounts
• Banner labor distributions can only be carried to
  the fourth decimal

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EPAF Terms

• EPAF Originator Person with the designated
  authority to initiate a labor distribution change
• EPAF Approver Person with designated authority
  to approve an EPAF or receive an FYI
• EPAF Applier Process to put the approved
  information into Banner

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Labor Distribution Changes via EPAF

• Different categories of Labor Distribution Change
  EPAFS are based on the required routing required
  for approval
• LD_HRD
• LD_BSSM
• LD_HSM
• LD_MSM

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Labor Distribution Changes via EPAF

• EPAFS can be returned for approval electronically
  and have the ability to have comments route along
  with the request for approval
• EPAF Originator can see where their EPAF is in
  the process
• EPAF Approvers will see who else is in the
  approval queue and can add additional Approvers
  or FYIs

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Three Ways to Manage Labor Distributions in
Banner HR/Payroll

• For Bi-Weekly employees only labor
  distributions can be changed via time entry
• (Change is ONLY for that pay period)
• Labor Distributions can be changed up until a
  payroll is run for an employee via EPAF or by
  direct entry into the labor distribution form
• Labor redistributions will be changed via the
• PZAREDS form
• Managing labor distributions is all a matter of
  timing.

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Communication to Campus

• CBT (Computer Based Training) available on line
  for Originators and Approvers in December
• Depts will designate originators/approvers
  through BAR approval process for their ORGS

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Communication to Campus

• New Processes for Campus will be mapped with
  links to forms, training, policies, business
  practices, job aids
• If computer lab support is needed for successful
  completion of EPAFs will be
• facilitated.

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Path to CBT

• R\HR-Payroll\Training\CamProj\EPAF\Approver\epafa
  pprover2