1. ePAF Tips

2. ePAF Preparation Verify setup of F&A WorkTools tab in webraider.ttuhsc.edu Verify ePAF originator access Pull or ask another in your department to pull the Vacant Positions by Orgn and Employee List by Home Orgn reports (get employee RIDs & Position Numbers) Verify Position Number for any new hire’s positions Use the Initial Personal Biographic Form to gather info needed for ePAF setup

3. F&A Work Tools Tab

4. ePAF Access

5. Cognos Reports Vacant Positions by ORGN Employee List by Home ORGN

6. Position Number & Suffix

7. Query Date

8. Pre Banner Bio Form – Split into 2 Gather information from new hire to complete PAF using Texas Tech New Hire Initial Personal/Biographic Data form Does not need to be turned in since the data is submitted electronically through the PAF; be sure to shred or properly dispose 2 nd form is completed in New Hire Orientation

9. Texas Tech New Hire Initial Personal/Biographic Data

10. Texas Tech Personal/Biographic Data Form

11. Query vs Effective vs Personnel Date Query Date – turns into your Effective Date & populates most date fields on the PAF Effective Date – date that transaction should occur; exceptions are retroactive cases because the Effective Date will need to be AFTER the Last Paid Date so PAF can be applied into database Personnel Date - date that transaction should occur; exceptions are retroactive cases

12. Query Date Defaults as today’s date In most cases - CHANGE Query Date Turns into your Effective Date & populates most date fields on the PAF

13. Effective Dates Defaults from the Query Date field Must be AFTER the Last Paid Date when applied into the database Must be consistent throughout PAF

14. Last Paid Date Last day of the pay period that an employee was paid Last Paid Date changes as the employee continues to be paid

15. Personnel Date Must be filled in on the PAF Either the same as the Effective Date or is the retroactive date that the transaction should have taken place

16. Approval Type Must Be Committed Refer to Employee Class job aid for full or part time employee classes. Typically enter 1 unit of HLD or 1 unit of HLN

17. Transfers Transfer Losing ePAF must be applied BEFORE Transfer Gaining PAF can be submitted Ensure effectives account for complete service, even weekends Select the current WK address to start the PAF

18. Job Change – End & Begin Job Change End applied before Job Change Begin can be submitted For WTE/WLR approvers, if the system is between PAFs, this can interrupt WTE/WLR approval queues

19. ePAF SharePoint Review and use job aids Post questions and answers