Cheat Sheet for Hourly Position Numbers:

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Cheat Sheet for Hourly Position Numbers:"

Transcription

1 Hourly EPAF Instructions, Cheat Sheets, and other Helpful Reminders This sheet is instructions on how to utilize this packet and guidelines for submitting successful EPAFs. It is my recommendation that you keep this sheet of notes handy at your desk and refer to it often when doing contract EPAFs: Table of Contents: 1. Introduction, Cheat Sheets, and other Helpful Reminders... Page 1 2. EPAF Error Troubleshooting..... Page 2 3. EPAF Starting Screens and Name Searches.. Pages Terminating an Hourly Employee s Position (HTERM) Pages Changing the Pay Rate of an Hourly Employee (HRPAY). Pages Modifying the Account Information (Labor Distribution) of an Hourly Employee (HACCT) Pages Creating New Hourly Positions (HRNEW, NSNEW, and WSNEW sample shown is a regular student position)*... Pages History Features of EPAF System (finding a form in process).. Pages Instructions & Cheat Sheets Electronic Personnel Action Forms (EPAFs) allow campus users to use the Banner system to submit pay information for campus employees. This system allows for greater portability of forms as users need only have access to the Internet to create/submit/view forms. It also allows for a history of forms to be kept and better security with data locked within Banner. By going to an electronic format, time of processing is generally increased as well as accountability. Throughout this packet are various blue boxes and red text. Pay particular attention to these as they will help you understand employment classification, account numbers, and troubleshoot within the forms. Examples of them are as such: Cheat Sheet for Hourly Payroll Account Numbers: 6240 Work-Study Student Employees 6260 Regular Hourly Student Employees 6280 Non-Student Hourly Employees Cheat Sheet for Hourly Position Numbers: WSXXXX Work-Study Student Employees (x s correspond with the current Financial Aid year) HS9999 Regular Hourly Student Employees HN9999 Non-Student Hourly Employees *We have only shown a sample of how to create a regular hourly student position within this tutorial packet. Work-Study and Non-Student Hourly Position EPAFs are done similarly but with a few changes that are detailed below: Differences between the regular hourly HRNEW EPAF and the non-student hourly NSNEW EPAF: The position number used will be HN9999. Be sure when doing your all jobs search that you are using the right suffix number. Some student workers return back to work after graduation or between classes as non-students so they may have up to suffix number 05 with HS9999 positions, but their first non-student job will be HN , etc. The 4-digit account number will be 6280 for non-student hourly employees. Differences between the regular hourly HRNEW EPAF and the work-study student WSNEW EPAF: The position number used will be WSXXXX depending on the aid year (e.g. for , it s WS1213; for , it s WS1314, etc.). This is the only hourly job type where the position number changes each year. Because the position number changes each year, the suffix numbers also reset each year. So at the first of each new fall semester, students first workstudy job will have suffix 00. A student may only have one open work-study position at a time. Thus, if you query for a student and find they already have a current work-study position for the year, you may not hire them on work-study. There are two accounting lines for work-study jobs: one 75% line paid by the WKSTDY index/account. You will complete the 25% line for your department acct info. The 4-digit account number will be 6240 for work-study hourly employees. This is used for both accounting lines. Work-study EPAFs require additional approval from Financial Aid to determine aid eligibility and properly allocate your department work-study funds.

2 EPAF Trouble-Shooting with Errors New Date should be >= query effective date you are putting in begin/effective dates that are BEFORE your query date. The only ways to fix this is to delete the form, use a different query date, and start over OR use dates equal /after your query date. This is why it is so imperative to change the query date to the first day of the month before you even get to the actual form to complete. Remember, all start dates should be the 1 st or 16 th of the month; termination dates should be either the 15 th or last day of the month. Invalid Date this is typically because you didn t use the right date format. All dates in EPAFs must be MM/DD/YYYY (include the backslashes). Date must equal date the date fields within the form (job begin, jobs effective, and/or new effective) do not match. They must match. Account Code must be filled in if you used an index and saved for the first time within the form, Banner automatically deletes the 4 digit account number. You have to put the account number in (see above page of cheats for these), save, and then try resubmitting. User ID must be entered for Routing Queue you have a blank line within your routing queue. Each EPAF Initiator is set up by HR to have specific personnel approve their forms. Most departments never have to put in names for their routing queue. If you are not set up as an EPAF Initiator, your routing queue won t have any names in it. Please contact your EPAF Initiator to have them complete the forms (there is at least one in every area on campus). They are set up to do this and it will work fine for them. Contact Human Resources if your department does not have an EPAF Initiator or you don t know who that person is. ID is not defined as an employee you have tried doing a form for a person who has never worked on campus. A person search early in the process would have told you this prior to spending time trying to do an EPAF. You cannot complete an EPAF for this person until HR receives the employee s tax documents. End Date must be later than Begin Date + others this typically means that when trying to create a new position, you selected a position and suffix number that had already been used for that employee. Delete the form and be sure during the All Jobs search, you use a position & suffix number that have never before been used. Multiple New Date cannot be after Employee s Termination Date errors this employee has not worked for us in more than one year. As such, before the EPAF can be submitted, they must complete a new I9 with the Human Resources office. Send them to our office and leave your EPAF in your queue. Once the I9 has been completed, we will notify you and you can submit the EPAF. The errors should disappear. Lots and lots of error messages on just about everything HELP! Most likely, you didn t confirm that a position & suffix number appeared at the top for the new job you are creating or the existing job you are modifying. Scroll to the top of the EPAF and see if there is a position & suffix number listed in bold black text (examples found on page 15, 27, 39, etc). If there is nothing listed, then Banner doesn t have any job to link your data to, hence the error messages. You will need to start the process over; pay particular attention to the job selection screen to ensure that a position & suffix number pull in.

3 To access EPAFs, you will need to log into Banner Self-Serve. Once you have logged in, you should go to the main menu. Click on the employee link.

4 Under the Employee tab, you will then click on the EPAF Administration Link. Access to this link is given on an individual basis. Only EPAF Originators, Approvers, and Administrators will have access to view/create electronic hiring forms.

5 Under EPAFs, there are two or three options. To create a new electronic form, click on New EPAF.

6 At this point, you will need to do a query to find the employee you will be creating an EPAF for. To do this, click on the magnifying glass next to the ID box.

7 It is here you do an employee search. You can search by name, T-Number (ID), or Social Security Number. Click on Go after you entered a field. For our example, we re going to search for Anna Beasley & Krutika Patel. We ll first try Anna. I ve inserted her last name below:

8 As you can see, the search says that no records are available under that name. So there are no employees in the system with the last name of Beasley. Anna will need to do her first job in the paper process with Human Resources. After Payroll has entered her job, she will then appear in future queries.

9 Now, let s try searching for Krutika Patel. Her last name has been typed in below: (we recommend using last names as some individuals go by nicknames or their middle name)

10 The search yielded three names, which means there are 3 Patels that have worked on campus. We can see that Krutika Patel is on our list and through her b- day, can confirm she s the one we intend to hire. We can do electronic forms for her. Click on her name and it will insert her ID so we can complete an EPAF.

11 Now, Krutika s name has been inserted. Change the query date to the first day of the month and select which EPAF you will be doing. There are 6 EPAF forms for hourly employees: the top three options are modifications of current jobs while the bottom three create new positions. This packet will go through each form, starting with terminations. Select the Terminate an hourly employee s position and hit Go. Cheat Sheet for Query Dates: The query date will always default to the current date. We HIGHLY recommend that you update this date to the first day of the month in which you are making the EPAF effective. This will save you from annoying errors/limitations later in the EPAF process.

12 We will now select the position we want to terminate. For this type of EPAF, we will need to select an existing job. All the employee s open jobs are listed as well as a spot for a new job. Move the select bubble to the job you wish to terminate then hit go.

13 Insert a termination date below (typically the 15 th or last day of the month in the pay period in which they last worked) as well as the job change reason (termination, voluntary quit, switch to workstudy/regular, etc). You can see below the various approvals the form will go through. These signatures should be the same you would obtain if you were doing the paper forms. Your area s intermediate authority will have access to the form, but not be required to approve the termination. Below this form (not shown) is a comment box if you want to add a comment. After completing the fields, click on save.

14 You will get a message saying your change was saved successfully. Now you will have the option to submit. Once it has been submitted, your area s intermediate authority may review the form and it is sent to Human Resources for approval.

15 Now we will give an hourly employee a pay raise. From the initial EPAF selection screen, select Change the pay rate of an hourly employee and click Go. Cheat Sheet for Query Dates: The query date will always default to the current date. We HIGHLY recommend that you update this date to the first day of the month in which you are making the EPAF effective. This will save you from annoying errors/limitations later in the EPAF process.

16 We will now select the position we want to terminate. For this type of EPAF, we will need to select an existing job. All the employee s open jobs are listed as well as a spot for a new job. Move the select bubble to the job you wish to terminate then hit go.

17 You will need to insert the pay increase date below (this can be any date AFTER the last paid date), any title changes associated with the pay increase, and the new pay rate. You can see below the various approvals the form will go through. Your area s intermediate authority will approve the form before it goes to administration. Below this form (not shown) is a comment box if you want to add a comment. After completing the fields, click on save.

18 You will get a message saying your change(s) was saved successfully. Now you will have the option to submit. Once it has been submitted, your area s intermediate authority will need to approve it before it goes to administration.

19 Now we will modify an hourly employee s labor distribution. From the initial EPAF selection screen, select Modify current acct (labor distribution) for hourly employee and click Go. Cheat Sheet for Query Dates: The query date will always default to the current date. We HIGHLY recommend that you update this date to the first day of the month in which you are making the EPAF effective. This will save you from annoying errors/limitations later in the EPAF process.

20 We will now select the position we want to terminate. For this type of EPAF, we will need to select an existing job. All the employee s open jobs are listed as well as a spot for a new job. Move the select bubble to the job you wish to terminate then hit go.

21 This form has two sections: one for changing the timesheet ORG and one for the account information. If the new account has the same ORG number as the last account, then only complete the bottom section. The approval route is the same as for a pay change. Your area s intermediate authority will approve the form before it goes to administration. Below this form (not shown) is a comment box if you want to add it. After completing the fields, click on save. Cheat Sheet for Hourly Payroll Acct Numbers: 6240 Work Study Employees 6260 Regular Hourly Employees 6280 Non-Student Hourly Employees Only complete these if you are changing the timesheet ORG These are the fields you need to complete at a minimum (remember to insert the date of the change as well!) Note: if you insert a new index and hit save, your account # (4 digit) will disappear. You will have to add it and hit save again.

22 You will get a message saying your change(s) was saved successfully. Now you will have the option to submit. Once it has been submitted, your area s intermediate authority will need to approve it before it goes to administration.

23 Now we re going to create a regular hourly position (HS9999). From the initial EPAF selection screen, select Create a new regular hourly position and click Go. Cheat Sheet for Query Dates: The query date will always default to the current date. We HIGHLY recommend that you update this date to the first day of the month in which you are making the EPAF effective. This will save you from annoying errors/limitations later in the EPAF process.

24 To create a new position, we need to determine the next suffix number to use. To do this, we need to see what other HS9999 jobs she s had on campus. You can see that our example student, Amy, is not working on campus currently. To see all of her previous hourly positions, click on the all jobs link.

25 You can see that Amy has had 4 jobs since Reviewing her termination dates, she has worked in the last year so she does not need to complete I9 recertification. To give her a new hourly HS9999 position, we need to use the next suffix number after 01 (since 01 was the last HS9999 suffix being used), which would be 02. Thus, her new hourly position will have the position of HS9999 and a suffix of 02. Type in the position number: Note: With the release of Banner 8, this screen format is new. You may experience some issues with the screen flashing when your cursor goes over the position & suffix number boxes. While a bit obnoxious, this is normal. Reminder #1: ALL regular hourly positions will have the position # of HS9999. The suffix # will be unique for the position. HS9999 is a pooled position (more than one person can use the position #). Thus, many employees can have the HS but an individual employee can only have one HS , one HS , etc. Reminder #2: ALL workstudy jobs will have the position # of WSXXXX depending on the aid year. The suffix #s for workstudy jobs changes with each year so most of the time, the suffix # for workstudy positions you will use is 00.

26 You will notice as you began typing in the position & suffix that the all jobs summary disappears. Type in the full position & suffix numbers, then hit go. Note: When you type in the position number, the system will automatically generate a temporary title and time sheet organization. These are defaults that you will override on the following screens.

27 You will be brought to this screen. The first thing to do is check that the correct position & suffix number populated from the previous screen. If they have not, go back and recomplete the last print shot. Since the position is new, there are several fields you need to complete. A summary of each field is given below. Once you have put in these fields, click on save. Position & Number Found at the top of the page done via a query of past jobs. Start Date of the Job Start Date of the Job Select Primary if no current job; secondary if they have another job open Job Title for the position Hourly Pay Rate Use EPAF Payroll Calculator Use EPAF Payroll Calculator ORG # the department uses to approve time T-Number of supervisor who will approve the timecards

28 Our screen for Amy s new Purchasing job will look like this once you save it. This is only the first section of the form. DO NOT SUBMIT AT THIS TIME!

29 Scroll down on the page and you ll see the accounting section of the form. The form will show default account THIS IS NOT YOUR ACCOUNT. You will need to override the accounting information with your own department account and click on save again. You can also see the approval queues for this form. There are 2 departmental approvals (initiating and intermediate), and the rest are administrative approvals. All of the new job forms will require the originator/initiating authority to save, submit, and approve the form before it goes to the intermediate authority. Same date as start date for the position Account Number information for the position

30 Scroll down to the bottom of the page and there is a comment box you can use if applicable. It also shows who created the form and has a place to submit the form. If you have completed all the fields and have no comments, you will click on submit at this point.

31 You will receive the following if your EPAF was successfully submitted: you will notice a section on errors and warnings. If you have any message types that are error, then your EPAF was not submitted and you must fix the errors, save the form, and resubmit it. Warning messages are ok; this form was submitted.

32 Since this form is to create a new job, you must now go and approve the form before it goes to the intermediate authority. From the EPAF Main Menu, click on EPAF Approver Summary (should you ever forget this step, you will receive an reminding you from

33 You will see all EPAFs that are waiting for your approval. You can see the new job EPAF for Amy below. To approve the form, there are two options. You can 1) click in the action box, which will produce an X, then click save or 2) click on Amy s name, taking you to a job summary. For this example, we ll click on the name.

34 You will see a complete summary of the form. Review the information then click on Approve. If changes need to be made, click on return for correction and it will be sent back to you for updating.

35 To see where a form is in the approval process. From the EPAF main menu, click on EPAF Originator Summary.

36 This screen will show any current forms you are working on but have not submitted. To see forms already submitted, click on History.

37 This screen shows all the forms you ve submitted for approval in the last 30 months. Let s see where Amy Humphries position is. Click on her name.

38 Once on the next screen, scroll down to the bottom and you will see a summary and the approval queue. You can see that the form is waiting to be approved by the intermediate authority. They will have received an to approve the form, but now you can track exactly where the form is.

ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service

ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service Any questions please email hrpayroll@temple.edu EPAF System Issues please email CompCTR_HR@Temple.edu Table of Contents

More information

Banner HR Account Request Process Workflow for adding/updating/removing Banner Security Roles

Banner HR Account Request Process Workflow for adding/updating/removing Banner Security Roles Banner HR Account Request System Login and Usage: Login as you always have. The screen looks almost the same as it used to except for some new features added to the Links & Instructions section on the

More information

Instruction Set: Hiring a Work Study Student

Instruction Set: Hiring a Work Study Student Instruction Set: Hiring a Work Study Student These instructions contain a level of detail that should be helpful to both the novice and seasoned hiring manager. Table of Contents Access the Hire New Candidate

More information

Time Entry/Leave Reporting

Time Entry/Leave Reporting HOW DO I REPORT MY TIME? Students Web Time Entry begins December 6, 2010 o Time not in approved status by the deadline each pay period must be submitted to the Payroll Office on a paper timesheet. This

More information

Banner HR Account Request Process Cheat-Sheet for adding Banner Security Roles

Banner HR Account Request Process Cheat-Sheet for adding Banner Security Roles Banner HR Account Request System Login and Usage: Login: 1. Go to http://accounts.unh.edu 2. Click on the IT Accounts Management System button 3. Login Adding Security Roles After logging in the Home screen

More information

ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service

ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service ELECTRONIC PERSONNEL ACTION FORM (EPAF) MANUAL Banner Human Resources Self-Service Prepared: January 2013 Any questions please email fmbrown@temple.edu Table of Contents Introduction.. 02 How to Access

More information

Web Time Entry Made Easy

Web Time Entry Made Easy Web Time Entry Made Easy Loose the Paper Benefits of moving to a web time entry process Paperless System Electonic Documentation Storage no longer need clumsy file cabinets Employees and Approvers can

More information

NAVIGATION. Save this page as a favorite for easy access to PeopleSoft.

NAVIGATION. Save this page as a favorite for easy access to PeopleSoft. Time Entry & epaf NAVIGATION Users of PeopleSoft HR gain access to this system by requesting a PeopleSoft account. To apply for an account, complete the PeopleSoft Account Application available on the

More information

Kronos Online Approval Process (Facility)

Kronos Online Approval Process (Facility) Kronos Online Approval Process (Facility) The Kronos online supervisory approval process will allow supervisors to easily review and approve timecards as well as view employee leave balances and run reports

More information

Hiring a Student Employee Who is Currently Working on Campus

Hiring a Student Employee Who is Currently Working on Campus To hire a student who is currently working on campus When hiring a student who is already working on campus you are adding a job. 3. Click the Related Actions button and then click Job Change > Add Job.

More information

Online Payroll System Bureau Manual

Online Payroll System Bureau Manual Table of Contents Introduction... 2 Setting Up A New Company... 3 View Company Status... 5 Reset A Company... 8 Bureau Maintenance... 9 Select A Company... 10 Bureau Contacts... 12 General Messages...

More information

Paperless Payroll. Approver s Handbook

Paperless Payroll. Approver s Handbook Paperless Payroll Approver s Handbook Welcome to Paperless Payroll! Paperless Payroll is the Web Time Entry system that allows employees to individually log onto the pilots.up.edu secure website and enter

More information

Luther College Student Supervisor procedures for Web Time Entry

Luther College Student Supervisor procedures for Web Time Entry Luther College Student Supervisor procedures for Web Time Entry WTE: my.luther.edu This set of web screens is designed to allow you to approve time sheet information for your student employees on the web.

More information

Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide

Banner Web Time Entry. Banner Web Time Entry (WTE) Time Entry User Guide Banner Web Time Entry Banner Web Time Entry (WTE) Time Entry User Guide Overview Banner s Web Time Entry module automates the time entry collection, calculation and approval process for job assignments.

More information

Table of Contents. Project Time Capture Replicon User Guide. User Guide

Table of Contents. Project Time Capture Replicon User Guide. User Guide Table of Contents Accessing Replicon... 1 URL, Username, and Password... 1 Helpful Links... 2 Entering a Timesheet... 8 Adding a Project to Your Timesheet... 8 Entering Your Regular or Overtime Hours Worked...

More information

How to Approve Web Time Hours

How to Approve Web Time Hours How to Approve Web Time Hours Many employees will be responsible for approving time worked via the Employee Self Service application within the Dickinson Gateway. The following is a step-bystep guide to

More information

The Student Employment Supervisor's Guide to Student Payroll

The Student Employment Supervisor's Guide to Student Payroll The Student Employment Supervisor's Guide to Student Payroll 2015-16 STUDENT PAYROLL Developed by: Student Payroll (Located within the Student Financial Services Office) Sullivan Center, Suite 1200 (312)

More information

Workflow Instructions Entering an Electronic Check Request

Workflow Instructions Entering an Electronic Check Request 2010 Workflow Instructions Entering an Electronic Check Request The Workflow Electronic Check Request process enables a user to create a payment request from his/her desktop and successfully route it to

More information

Web Portal Instruction Manual. Service Coordinators

Web Portal Instruction Manual. Service Coordinators PA OLTL Participant Directed Model of Service Web Portal Instruction Manual for Service Coordinators Customer Service Information PPL Customer Service Phone: 1 877 908 1750. PPL Fax: 1 855 858 8158 PPL

More information

WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL

WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL WEB TIME AND LEAVE ENTRY (WTLE) AND APPROVAL A How-To for Employees and Supervisors The University of Idaho primarily uses an online system to record, review and approve time and leave for employees. This

More information

Wireless Setup Instructions for Windows 8

Wireless Setup Instructions for Windows 8 Wireless Setup Instructions for Windows 8 1. Make sure that your wireless is turned on. (You may need to flip a switch or press a button on your laptop.) On most laptops you should see a light that indicates

More information

2. Setting Up The Charts

2. Setting Up The Charts Just take your time if you find this all a little overwhelming - you ll get used to it as long as you don t rush or feel threatened. Since the UK became members of the European Union, we stopped shooting

More information

City of De Pere. Halogen How To Guide

City of De Pere. Halogen How To Guide City of De Pere Halogen How To Guide Page1 (revised 12/14/2015) Halogen Performance Management website address: https://global.hgncloud.com/cityofdepere/welcome.jsp The following steps take place to complete

More information

HRS Onboarding Workflow. Students and Temporary/Hourly

HRS Onboarding Workflow. Students and Temporary/Hourly HRS Onboarding Workflow Students and Temporary/Hourly Revised 5/15/2015 What is HRS Onboarding Workflow? It is an electronic hiring system. You input the information & the system searches to see if the

More information

Introduction to Acowin Payroll. I. Configuring QuickBooks for Acowin Payroll... 1

Introduction to Acowin Payroll. I. Configuring QuickBooks for Acowin Payroll... 1 Introduction to Acowin Payroll I. Configuring QuickBooks for Acowin Payroll... 1 II. Acowin Payroll Setup... 4 III. Payroll Linking... 5 IV. Payroll Processing... 7 V. Synchronizing Payroll to QuickBooks...

More information

Goal: Let s create Pong!

Goal: Let s create Pong! Goal: Let s create Pong! About! Pong is one of the first computer games ever created. It is a simple game that involves a ball and a paddle. The goal is to use your paddle, which you control by sliding

More information

TimeApprover/TimeKeeper Electronic Change Request

TimeApprover/TimeKeeper Electronic Change Request TimeApprover/TimeKeeper Electronic Change Request Purpose: To establish and make changes to TimeApprovers and TimeKeepers for those employees who are not approved by the default approvers for their positions.

More information

Web Time Entry At Lindsey Wilson College. Approver s Guide

Web Time Entry At Lindsey Wilson College. Approver s Guide Web Time Entry At Lindsey Wilson College Approver s Guide Log On Banner Web. Click on Employee Services. Instructions Welcome to the Main Menu page. The Employee Menu appears. Click on Time Sheet. Primary

More information

Banner Web Time Entry

Banner Web Time Entry Banner Web Time Entry Employee Web Timekeeping Manual TABLE OF CONTENTS Introduction...1 Timeframes and Deadlines...1 Signing onto MyIIT and Web Time Entry...2 Transaction Status...3 Entering Time...4

More information

Using VLOOKUP to Combine Data in Microsoft Excel

Using VLOOKUP to Combine Data in Microsoft Excel Using VLOOKUP to Combine Data in Microsoft Excel Microsoft Excel includes a very powerful function that helps users combine data from multiple sources into one table in a spreadsheet. For example, if you

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Electronic Personnel Action Forms (EPAF) Post Job Completion Hiring Using EPAF

Electronic Personnel Action Forms (EPAF) Post Job Completion Hiring Using EPAF Electronic Personnel Action Forms (EPAF) Post Job Completion Hiring Using EPAF Confidential Business Information This documentation is proprietary information of Ellucian and New Mexico State University

More information

3. At the BULLETIN screen: Will alert you to any potential impacts to your background screening program Click Next.

3. At the BULLETIN screen: Will alert you to any potential impacts to your background screening program Click Next. General Information Services, Inc. (GiS) EQuest+ Ordering and Viewing Process BTUCH001 University of Chicago Account Manager Michelle Baughman 855-626-7345 bigtensupport@geninfo.com Every applicant on

More information

APPROVER AND PROXY INSTRUCTIONS

APPROVER AND PROXY INSTRUCTIONS APPROVER AND PROXY INSTRUCTIONS The WTE process allows employees to enter their time worked on a web based time sheet and allows supervisors to approve their work time. This eliminates paper time sheets!

More information

Web Time Entry Using Self-Service Banner

Web Time Entry Using Self-Service Banner Web Time Entry Using Self-Service Banner User Guide for Hourly Non-Exempt NC A&T State University Table of Contents Logging on to Self-Service Banner Page 2 Entering Time Page 6 Submit for Approval Page

More information

Web based time entry using JSU P.A.W.S

Web based time entry using JSU P.A.W.S Web based time entry using JSU P.A.W.S Presented By: C. Sheria Smith Payroll Office Receive & verify approximately 1500 paper timesheets for student employees Processed payroll until the last minute to

More information

PCI Home Quick-Start Guide www.pcihome.net

PCI Home Quick-Start Guide www.pcihome.net PCI Home Quick-Start Guide www.pcihome.net Page 1 of 9 Getting Started in PCI Home PCI Home is a website that is a resource for PCI employees to find Company forms, documents, procedures, phone numbers,

More information

Self-Service Banner. Rosalyn Donaldson, Technology & Training Coordinator

Self-Service Banner. Rosalyn Donaldson, Technology & Training Coordinator Web Time Entry or Leave Reporting Approvers/Proxies Self-Service Banner Rosalyn Donaldson, Technology & Training Coordinator If you are an Approver who uses Internet Native Banner (INB) you will receive

More information

HR Reporting. Introduction to: This training document was developed by and for the use of:

HR Reporting. Introduction to: This training document was developed by and for the use of: Introduction to: HR Reporting This training document was developed by and for the use of: Department of Administration and Finance Information Systems Management http://www.depts.ttu.edu/afism/ 1 COGNOS

More information

[FREQUENTLY ASKED QUESTIONS]

[FREQUENTLY ASKED QUESTIONS] 2012 [FREQUENTLY ASKED QUESTIONS] Frequently Asked Questions General Topics How do I find my Michigan Tech User ID and ISO Password? Your Michigan Tech User ID is your email address, ending right before

More information

Banner Security: A Functional View

Banner Security: A Functional View Banner Security: A Functional View Presented by: Deb Brooks, Florida Atlantic University March 20, 2007 A Community of Learning Objective This session is designed to assist the Functional Security Officer

More information

Kronos (Full/Java) for Supervisors: Quick Reference

Kronos (Full/Java) for Supervisors: Quick Reference Kronos (Full/Java) for Supervisors: Quick Reference What is the Full (Java) Version of Kronos? Kronos is offered in a full (Java) version and a Basic (HTML) version. Both versions provide the basic functionality

More information

Our Tradition. Your Opportunity

Our Tradition. Your Opportunity Our Tradition Your Opportunity CREATING AN ADJUNCT FACULTY POOL OVERVIEW The PV TALENT System has a built in functionality that will allow an academic department to create an adjunct faculty pool By using

More information

Non-Exempt RealTime Online Employee User Guide

Non-Exempt RealTime Online Employee User Guide Non-Exempt RealTime Online Employee User Guide Updated 1/8/2015 Table of Contents Introduction... 4 Non-Exempt RealTime Employee Responsibilities and Deadlines... 4 Approval Requirement and Deadline...

More information

Banner Web Time Entry. University of Dallas

Banner Web Time Entry. University of Dallas Banner Web Time Entry University of Dallas 8/1/2011 Log on to Banner Self Service Information System. Double click Enter Secure Area. Can anybody else get access to my personal data? The only way anybody

More information

Lewis & Clark College. Posting In PeopleAdmin

Lewis & Clark College. Posting In PeopleAdmin Lewis & Clark College Posting In PeopleAdmin What is PeopleAdmin? PeopleAdmin is an applicant tracking system which you can use to post your work-study positions. Students can apply for the position directly

More information

Banner Web Time Entry Approver s Handbook

Banner Web Time Entry Approver s Handbook Banner Web Time Entry Approver s Handbook Welcome to Banner Web Time Entry The Web Time Entry system allows employees to individually log onto the mybanner.kenyon.edu secure website and enter the hours

More information

Welcome to Electronic I-9 and E-Verify Processor compliance training.

Welcome to Electronic I-9 and E-Verify Processor compliance training. Welcome to Electronic I-9 and E-Verify Processor compliance training. 1 This training will focus on steps that you, as a Sodexo Processor, must take in order to ensure compliance with the federally mandated

More information

How to Update Bill Pay to Reflect a New Checking Account Type

How to Update Bill Pay to Reflect a New Checking Account Type How to Update Bill Pay to Reflect a New Checking Account Type If you have changed checking account types, you will need to update your Home Banking Bill Pay Pay bills from: account if you have any scheduled

More information

for 740 N. Plankinton Ave 12463 Rancho Bernardo Rd Suite 730 PMB #157 Milwaukee, Wisconsin 53203 San Diego, CA 92128 (800) 654-0441 (866) 402-8901

for 740 N. Plankinton Ave 12463 Rancho Bernardo Rd Suite 730 PMB #157 Milwaukee, Wisconsin 53203 San Diego, CA 92128 (800) 654-0441 (866) 402-8901 for Integrated Time Systems Advanced Time Concepts 740 N. Plankinton Ave 12463 Rancho Bernardo Rd Suite 730 PMB #157 Milwaukee, Wisconsin 53203 San Diego, CA 92128 www.integratedtime.com www.timesystems.biz

More information

Getting Started Guide for the new Commander Owners Group Conferencing Software, vbulletin

Getting Started Guide for the new Commander Owners Group Conferencing Software, vbulletin Getting Started Guide for the new Commander Owners Group Conferencing Software, vbulletin For many years the COG used conferencing software from Akiva called WebBoard. However, in later years it became

More information

Inputting and Editing Employees

Inputting and Editing Employees Inputting and Editing Employees New Employees 1. Fill out necessary information to create an employee profile. The employee ID is the access number. Either type in a number or swipe a mag card to assign.

More information

Automated Inventory System

Automated Inventory System Automated Inventory System User Manual Developed by USDA Food and Nutrition Service June 2009 (Incomplete) Table of Contents Welcome Menu Client Services Report System Inventory System Operations Tailgate

More information

Web Time Entry for Employees

Web Time Entry for Employees Web Time Entry for Employees TABLE OF CONTENTS TITLE PAGE Introduction...I 2012-2013 Bi-Weekly Payroll Calendar...II 2012-2013 Faculty Payroll Calendar...III 2012-2013 Monthly Payroll Calendar... IV 2012-2013

More information

Reliance Certification Body User Manual For CB Administrators & Staff

Reliance Certification Body User Manual For CB Administrators & Staff Reliance Certification Body User Manual For CB Administrators & Staff Contents Overview... 3 Logging into Reliance... 4 Home Portal & Applications Overview... 6 Companies Application & Company Profile...

More information

New Hires Benefits Reports/Process Comp Time/Leave Pay Rates General HR

New Hires Benefits Reports/Process Comp Time/Leave Pay Rates General HR HCM FAQ Jump to: New Hires Benefits Reports/Process Comp Time/Leave Pay Rates General HR Salary/Payroll Termination New Hires We have a new employee in our HR office. How can we get her a password for

More information

ENTERING A CREDIT CARD REQUISITION IN COSTPOINT 7

ENTERING A CREDIT CARD REQUISITION IN COSTPOINT 7 . Log in to Costpoint. ENTERING A CREDIT CARD REQUISITION IN COSTPOINT 7 A B C D Enter User ID same as network log-on Enter Password can be unique for Costpoint Enter Database always deltekcp Click the

More information

Using the NuView Employee Self-Service Module Time Attendance / Time Entry. Introduction. Logging In

Using the NuView Employee Self-Service Module Time Attendance / Time Entry. Introduction. Logging In Using the NuView Employee Self-Service Module Time Attendance / Time Entry Introduction The hourly employee self-service time entry process is changing. As Cort-web is phased out, NuView will be implemented

More information

February 2013 Copyright 2013 by CTB McGraw-Hill Education. 1

February 2013 Copyright 2013 by CTB McGraw-Hill Education. 1 February 2013 Copyright 2013 by CTB McGraw-Hill Education. 1 OCCT & OMAAP Welcome to the Record Editing System (RES) Utility... 3 About Your Task... 3 Security Concerns... 3 Before You Begin... 3 Contacting

More information

Rwanda Time Entry in Workday

Rwanda Time Entry in Workday Rwanda Time Entry in Workday All local employees In order to identify employees working in Rwanda as being managerial or non-managerial, a job classification needs to be added to the position for each

More information

HR Time Collection System Hello and Welcome to an introduction to the HR Time Collection System commonly referred to as Kaba. This supervisor user

HR Time Collection System Hello and Welcome to an introduction to the HR Time Collection System commonly referred to as Kaba. This supervisor user HR Time Collection System Hello and Welcome to an introduction to the HR Time Collection System commonly referred to as Kaba. This supervisor user guide will provide basic navigation instructions to help

More information

TIME TRACKING AT LANTANA

TIME TRACKING AT LANTANA TIME TRACKING AT LANTANA Overview As a services company, labor is Lantana s primary cost of doing business and, in many cases, labor hours are directly billable to our clients. Accurate timekeeping is

More information

Exporting Class Rosters from Schoolmaster to Easy Grade Pro

Exporting Class Rosters from Schoolmaster to Easy Grade Pro Exporting Class Rosters from Schoolmaster to Easy Grade Pro This is a multi-step process. There are many little clicks along the way, but in general the process is this: 1. Save class rosters as a.txt

More information

Online Banking. Commercial Customer Guide. May Online Banking Commercial Customer Guide

Online Banking. Commercial Customer Guide. May Online Banking Commercial Customer Guide May 2012 1 Initial Login STEP 1: First-Time User Login Input your Login ID First Time User Click Continue Note: In order for the registration process to work properly, Adobe Flash is required. If you don

More information

Navision Depot Mini-Manual

Navision Depot Mini-Manual Mini-Manual How to Change the Layout and Look of Navision Screens and Forms Purpose Detailed instructions to show you how to change what you and your users see on the screen in Navision, including form

More information

Processing an Actual Journal Entry UCD Campuses

Processing an Actual Journal Entry UCD Campuses UCD Campuses Table of Contents Topic Page Number Introduction 1 Creating a Journal Entry 3 Creating a Sponsored Project Journal Entry 8 Validating a Journal Entry 10 Approving a Journal Entry (Finance

More information

eopf Release E Administrator Training Manual

eopf Release E Administrator Training Manual eopf Release E Administrator Training Manual i The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf

More information

H U M A N R ES O U R C ES Direct Deposit Online Instructions

H U M A N R ES O U R C ES Direct Deposit Online Instructions Direct Deposit Online Instructions People @ Columbia (PAC) Employee Self-Service includes the ability to set up or change Direct Deposit information. Faculty & Staff can add, edit or inactivate their own

More information

Steps for Entering an OnBase Purchase Requisition (PR)

Steps for Entering an OnBase Purchase Requisition (PR) Steps for Entering an OnBase Purchase Requisition (PR) 1. Login to OnBase from BuzzIn. (or Click the Digital Purchase Order link on the InfoPath Forms page and skip to step 5) 2. Click on the drop down

More information

Ruritan Member Management (MMS) Frequently Asked Questions (FAQ)

Ruritan Member Management (MMS) Frequently Asked Questions (FAQ) Ruritan Member Management (MMS) Frequently Asked Questions (FAQ) 1. I changed my phone number (or address or e-mail) and when I go back the change doesn t show up. ANSWER: After making any changes to an

More information

Human Resource Management System User Guide

Human Resource Management System User Guide 8.0 Human Resource Management System User Guide Unit 0: Introduction Unit 1: HRMS Basics Unit 2: DateTracking Unit 3: Hiring a New Employee Unit 4: Electronic Approvals Unit 5: Maintaining Existing Employees

More information

FREQUENTLY ASKED QUESTIONS

FREQUENTLY ASKED QUESTIONS FREQUENTLY ASKED QUESTIONS EMPLOYEE SELF SERVICE: NAVIGATION AND ALL ABOUT ME THIS BOOKLET IS FOR THE PERSONAL USE OF ONLY THE INDIVIDUALS WHO ARE PART OF AN ORGANIZATION THAT IS CURRENTLY SUBSCRIBED TO

More information

Introduction to our Team Account

Introduction to our Team Account 1 Contents Introduction to our Team Account...3 How Team Accounts Are Created...4 Logging Into Your Team Account...5 Creating a New Team Account...6 Inside Your Account: The Overview Screen...7 Team Profile:

More information

Munis Human Resources/Payroll

Munis Human Resources/Payroll Munis Human Resources/Payroll Major Enhancements Version 10.1 March 9, 2012 For more information, visit www.tylertech.com. TABLE OF CONTENTS Munis Human Resources and Payroll... 4 Munis Ribbon... 4 Human

More information

All Employees. Logging In. Use your SSO (single sign on) to log into the application. (UMKC email username and Password). Click Submit.

All Employees. Logging In. Use your SSO (single sign on) to log into the application. (UMKC email username and Password). Click Submit. Performance Appraisal Technical Guide (Some updates to the look of the screens have been made. Do not worry if your screen does not exactly match the pictures in this document. The document will be updated

More information

Employee One time Payment System (EOPs)

Employee One time Payment System (EOPs) Welcome to the Employee One time Payment System The Employee One time Payment System is comprised of two applications: Employee One time Payment Requests Approval Tracking System (As future paper procedures

More information

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation

Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Mechanics Bank Mobile Banking Mobile Finance Manager (MFM) Application Windows Mobile Phone Installation Thank you for your interest in Mechanics Bank Mobile Banking. This guide will help you get started

More information

University System of New Hampshire. Web Time Entry

University System of New Hampshire. Web Time Entry University System of New Hampshire Web Time Entry Table of Contents Introduction Pg. 3-4 User Roles Pg. 5 Transaction Status Pg. 6 Earn Code Definitions Pg. 7 Shift Code Definitions Pg. 8 Compensatory

More information

Business Process Guide

Business Process Guide Using CRM Business Process Guide for All CRM Agents Table of Contents USING CRM... 1 WHAT IS CRM?... 3 ACCESSING CRM... 4 SEARCHING FOR CASES IN CRM... 5 SEARCH FOR A CASE: 360 VIEW... 6 SEARCH FOR A CASE:

More information

Online Scheduling Instructions

Online Scheduling Instructions Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out

More information

PASF Smart Form (PASF) - Data Entry for: Student Employment

PASF Smart Form (PASF) - Data Entry for: Student Employment PASF Smart Form (PASF) - Data Entry for: Student Employment Updated The Student Employment Office - Dartmouth College - 7 Lebanon Street - Suite 203 - Hanover, NH 03755 PHONE: (603) 646-3641 Table of Contents

More information

Facility Services Website Quick Guide

Facility Services Website Quick Guide Table of Contents Access to the Facility Services Website...2 Logging into Facility Services Website...2 Changing Your Password...2 Submitting Your Challenge Question...2 The Facility Services Home Page..2

More information

Changing lives. Making a difference. etime. Duration Hourly and Exempt Staff Training Manual

Changing lives. Making a difference. etime. Duration Hourly and Exempt Staff Training Manual Changing lives. Making a difference. etime Duration Hourly and Exempt Staff Training Manual Overview Experience Works is moving to an automated time entry system called etime. etime will: Eliminate paper

More information

ORDERING ONLINE WITH YOURAVON.COM

ORDERING ONLINE WITH YOURAVON.COM ORDERING ONLINE WITH YOURAVON.COM The My Orders section of youravon.com is your dashboard for everything related to your Customer orders and your Orders submitted to AVON. Here, you can: Search Customers

More information

How to Make the Most of Excel Spreadsheets

How to Make the Most of Excel Spreadsheets How to Make the Most of Excel Spreadsheets Analyzing data is often easier when it s in an Excel spreadsheet rather than a PDF for example, you can filter to view just a particular grade, sort to view which

More information

The primary format type that we use is the one highlighted on top (Microsoft Word 97/200/XP (.doc))

The primary format type that we use is the one highlighted on top (Microsoft Word 97/200/XP (.doc)) Open Office Writer is capable of saving documents in many different formats. Click the file menu (upper left corner) and this will open a menu where you can select save as which will open up the box shown

More information

Wayland Baptist University

Wayland Baptist University Wayland Baptist University Student Services (IQ Web) - Instructions for Students What is WBU Student Services? WBU Student Services is an internet web site for Wayland Baptist University that offers a

More information

NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN

NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN NEW JERSEY WORKERS COMPENSATION INSURANCE PLAN MANUAL FOR ONLINE APPLICATION FOR DESIGNATION OF AN INSURANCE COMPANY IMPORTANT: This Procedure Guide is designed to ease your navigation through the New

More information

Sage HRMS Sage 100 ERP Payroll Link User Guide. February 2015

Sage HRMS Sage 100 ERP Payroll Link User Guide. February 2015 Sage HRMS Sage 100 ERP Payroll Link User Guide February 2015 This is a publication of Sage Software, Inc. Document version: January 30, 2015 Copyright 2015. Sage Software, Inc. All rights reserved. Sage,

More information

EMPLOYEE TIME ENTRY: Premise of ReportWare s Timekeeping Software: ReportWare

EMPLOYEE TIME ENTRY: Premise of ReportWare s Timekeeping Software: ReportWare EMPLOYEE TIME ENTRY: Premise of ReportWare s Timekeeping Software: ReportWare s Timekeeping Software is designed to give you exceptional control over your own time tracking and interaction with your payroll

More information

How to Benchmark Your Building. Instructions for Using ENERGY STAR Portfolio Manager and Southern California Gas Company s Web Services

How to Benchmark Your Building. Instructions for Using ENERGY STAR Portfolio Manager and Southern California Gas Company s Web Services How to Benchmark Your Building Instructions for Using ENERGY STAR Portfolio Manager and Southern California Gas Company s Web Services This document is a quick-start guide for entering your property into

More information

Using Mail Merge in Microsoft Word 2003

Using Mail Merge in Microsoft Word 2003 Using Mail Merge in Microsoft Word 2003 Mail Merge Created: 12 April 2005 Note: You should be competent in Microsoft Word before you attempt this Tutorial. Open Microsoft Word 2003 Beginning the Merge

More information

REMEDY 7.5 INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL

REMEDY 7.5 INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL INCIDENT MANAGEMENT AND CHANGE MANAGEMENT USER MANUAL 08/17/2009 Contents OVERVIEW... 3 CREATING INCIDENT TICKETS... 13 WORKING AND RESOLVING INCIDENTS AS SUPPORT STAFF... 28 CHANGE MANAGEMENT... 33 SEARCHING

More information

Creating Coach and Team Official Accounts

Creating Coach and Team Official Accounts Creating Coach and Team Official Accounts The Arkansas and Oklahoma State Soccer Associations will be using our software to process Volunteer Disclosure Forms (VDF) and background checks. Your state organization

More information

State of Delaware. Employee State Time & Attendance Reporting

State of Delaware. Employee State Time & Attendance Reporting Employee Self-Service Assistance Website Access the Employee Self-Service Assistance website: http://employeeselfservice.omb.delaware.gov/default.shtml Which Employee Are You New User? Select New User

More information

Building Qualtrics Surveys for EFS & ALC Course Evaluations: Step by Step Instructions

Building Qualtrics Surveys for EFS & ALC Course Evaluations: Step by Step Instructions Building Qualtrics Surveys for EFS & ALC Course Evaluations: Step by Step Instructions Jennifer DeSantis August 28, 2013 A relatively quick guide with detailed explanations of each step. It s recommended

More information

Banner Self-Service Direct Deposit Instructions Table of Contents

Banner Self-Service Direct Deposit Instructions Table of Contents Banner Self-Service Direct Deposit Instructions Table of Contents Accessing the Online Form... 2 Primary Accounts... 3 Adding Primary Accounts... 3 Allocation Accounts... 4 Adding Allocation Accounts...

More information

Labor Distribution and Cost Sharing Percentages Screen

Labor Distribution and Cost Sharing Percentages Screen Web-based SPAR Labor Distribution and Cost Sharing Percentages Screen Labor Distribution and Cost Sharing Percentages Purpose The Labor Distribution and Cost Sharing Percentages screen is used to view

More information

03_Events Trainingv3 1

03_Events Trainingv3 1 03_Events Trainingv3 1 Publish Event You can publish some information about your content before you have set up all the details. In this way, people can learn about the event on your website prior to registrations

More information

ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06

ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06 LINK FINANCE MODULE FIAP-120 Key Direct Pay Invoices ACCOUNTS PAYABLE FIAP-120 Direct Pay Invoices Rev: 9/08/06 GENERAL INFORMATION This procedure explains how to pay an invoice directly by using Banner

More information