Staff EPAF Redesign

What's New

Updated Staff UNMTemp Extension EPAF to retain supervisor information when extension is processed.
Updated Staff Term Extension EPAF so term extensions that span fiscal years do not impact budget encumbrances.
Updated EPAF approval routing queue to remove dependency on Dept Apprv Level 1 - Staff role when submitting EPAFs.
Updated EPAF approval routing queue to include College/School/Division Approver on EPAFs that have budgetary or employee relations impact.
Updated EPAF approval routing queue to replace HR Consultant review with HR Transaction Center review. HR Consultants will remain in routing queues for EPAFs that have employee relations impact.

Reason for Change

To improve effectiveness and timeliness of EPAF processing by fixing "bugs" in current EPAFs and reducing the numbers of required approval steps before the change is made to the employee's record.
Rethinking the purpose of EPAF routing queue from employment transaction approval to facilitating the flow of information and transaction processing.
Increase flexibility of EPAF approval routing queue to accommodate structure of both large and small divisions.
Increased flexibility of EPAF approval routing queue so HR Agents can determine the appropriate EPAF routing within a division.
To facilitate the flow of information through the applicable HR Agent regarding employment transactions that have employee relations or budgetary impact.

What to Expect

EPAF Changes Will be Implemented March 5, 2018.

Updated EPAF job aids for Staff UNMTemp and Staff Term Extension EPAFs will be placed on Employee Knowledge Base and HR Forms page.
HR Transaction Center EPAF approval representatives will be identified and communicate to Staff EPAF Originators.
HR Agents will need to ensure the appropriate individuals have requested the College/School/Division Approver BAR Role.
HR Agents can delegate the College/School/Division Apprv to department staff to approve EPAF transactions. See below for instructions on how to delegate the BAR Role.

Staff EPAF Required Routing Queues Effective March 5, 2018

Please Note: The table below indicates the system required EPAF routing queue for all Staff EPAFs effective March 5, 2018. HR Agents can require additional level of approvals when submitting Staff EPAFs based on the Division's needs. If your division requires additional level of approvals above what is required in the table below, please see the EPAF Routing Queue Job Aid.

ACAT	EPAF Description	Dept Apprv Level 1 - Staff	College/School/Division Appvr	HSC Contracts and Grants or Main Contracts and Grants	Employment Area Staff (HR Transaction Center)	HR Consultant	Required Attachment

ACAT	EPAF Description	College/School/Division Appvr	HSC Contracts and Grants or Main Contracts and Grants	Employment Area Staff (HR Transaction Center)	HR Consultant	Required Attachment
JS0001	Staff Resignation			Yes		Resignation Letter
JS0002	Staff End Assgn/Term			Yes		For Staff Term Employees: Term Appointment Notification of Completion For On-Call, Non-Credit Instructors, or Temporary employees: No documents are required
JS0003	Staff Probationary Separation	Yes		Yes	FYI Only	Relieved During Probation Notice to Employee (Please contact HR Consultant for details)
JS0004	Staff Layoff			Yes	FYI Only	Layoff Notice to Employee (Requires EVP approval, please contact HR Consultant for details)
JS0005	Staff Discharge for Cause			Yes	FYI Only
JS0006	Staff Retirement			Yes		Retirement Letter
JS0007	Staff Deceased	Yes		Yes
JS0008	Staff Org Code Change			Yes
JS0010	Staff UNMTemps Job Ext	Yes		Yes
JS0011	Staff Job Shift Update
JS0012	Staff Exempt Change Apt%	Yes		Yes	FYI Only	Change in Appointment Percent Form
JS0016	Staff Supervisor Update
JS0019	Staff Non Exempt Change Apt%	Yes		Yes	FYI Only	Change in Appointment Percent Form
JS0020	Staff LoboTime Update
JS0024	Staff Non Exempt Term Ext	Yes		Yes		Term Appointment Memo of Understanding
JS0025	Staff HSC Exempt Term Ext wL/D	Yes	Yes	Yes		Term Appointment Memo of Understanding
JS0026	Staff N Exempt HSC Ter Ex w LD	Yes	Yes	Yes		Term Appointment Memo of Understanding
JS0027	Staff Exempt Main Term Ex w LD	Yes	Yes	Yes		Term Appointment Memo of Understanding
JS0028	Staff N Exempt Main Ter Ex wLD	Yes	Yes	Yes		Term Appointment Memo of Understanding
JS0029	Staff Exempt Term Ext	Yes		Yes		Term Appointment Memo of Understanding

Delegating College/School/Division Approver Role

HR Agents can delegate the College/School/Division Approver Role to department staff based on the needs of the division. To do so, when requesting the BAR role, the department staff member must override their Supervisor to be the divisional HR Agent to indicate the HR Agent's approval of the delegated aurthority.

To request College/School/Division Approver BAR role, go to http://my.unm.edu and log in. Select the Banner Authorization Requests link.
The College/School/Division Approver BAR role can be found by select the Roles by Function link and select the EPAF Employment Transaction Functions section. The EPAF roles are listed alphabetically.
To add the role, select the Add check box in the the College/School/Division Approver row and scroll down to the bottom of the page and select the Add Selected Roles to My Request button.
Prior to submitting the request, override the Supervisor and enter the NetID of your divisional HR Agent. You will reiceve an email once the BAR Role Request has been approved.