Early Termination. Welcome to the Banner Internet Native Training Guide

Transcription

1 Welcome to the Banner Internet Native Training Guide Early Termination Early Termination EAs (EPAFs) are for ending early previously entered EAs with a built-in end date. Categories that include built in terminations include Actors, Adjuncts, Graduate Teaching and Research Assistants, Miscellaneous Pays, Summer Research and selected Student Wage, Wage, and Work Study positions. If a position already has an end date (view NBIJLST to double check) and the employee leaves prior to that date, continue with this manual. If position did not already have an end date (traditional wage, student wage or work study position), see Termination Manual. Based on the type of employee/job that is being processed select the correct Early Termination approval category from the list of values: Code ETACTR ETADJ ETGRA ETGTA ETMISC ETSUMR ETSWAG ETWAGE ETWKST Description Early Termination, Actors Early Termination, Adjunct Early Termination, GRA Early Termination, GTA Early Termination, Misc Pay Early Termination Sum Research Early Termination Student Wage Early Termination, Wage Early Termination Work Study Helpful Tips Step by Step Instructions Step 1 1. Type NOAEPAF in text box and click Enter to begin the early termination process. 2. This screen auto-populates with the last person you were making entries to, be sure to verify this is the person whose pay you want to adjust.

2 3. Enter the current date in the Query Date field and press Tab (Shortcuts- if you type the letter T and press tab, today s date will be entered. To select another date in the current month you can type the numerical portion followed by pressing enter or tab and the month and year will auto-populate. For example, if it is February and you enter the 23 in the date field and press tab, the field will auto-populate with 23-FEB-2004). 4. Enter the appropriate Approval Category from the list below. Click on the arrow beside the Approval Category field, and the list of acceptable values will pop-up. The approval category for the early termination EA must match the type of EA originally submitted. For example, to terminate a Graduate Teaching Assistant, an ETGTA (Early Termination, GTA) must be used. If the class codes do not match, the EA will not be successful. Code Description Original EA class code Original EA Transaction ETACTR Early Termination, Actors AC CHACTR Current Hire, Actor OHACTR Original Hire, Actor ETADJ Early Termination, Adjunct AD CHADJ Current Hire, Adjunct OHADJ Original Hire, Adjunct ETGRA Early Termination, GRA GA CHGRA Current Hire, GRA (Graduate Research Assistant) OHGRA Original Hire, GRA (Graduate Research Assistant) ETGTA Early Termination, GTA GT CHGTA Current Hire, GTA (Graduate Teaching Assistant) OHGTA Original Hire, GTA (Graduate Teaching Assistant) ETMISC Early Termination, Misc Pay MP CHMISC Current Hire, Misc Pay OHMISC Original Hire, Misc Pay

3 ETSUMR Early Termination Sum Research CHSUMR Current Hire, Summer Research OHSUMR Original Hire, Summer Research ETSWAG Early Termination Student Wage SW CHSWTD Current Hire, Stud Wg w/term Da OHSWAT Original Hire, Stu Wg w/term D ETWAGE Early Termination, Wage WG CHWGTD Current Hire, Wage w Term Date OHWGTD Original Hire, Wage w ETWKST Early Termination Work Study WS Term Date CHWSTD Current Hire, WS (Work Study) w/term Date OHWSTD Original Hire, WS (Work Study) w Term Date The Approval Type is auto-populated according to the Approval Category selected. Notice that the description of action is listed after the selected field. 5. If you know the Position number and Suffix that you wish to end early, enter it in the Position and Suffix field.

4 6. If you are not sure, click on the icon after the position or suffix field to choose the appropriate value. Click on the List of Employee s Jobs (NBIJLST). 7. Make sure the position number you wish to end early is highlighted in yellow and double click in the position field. This position must have an end date for the early termination EA to be successful. 8. When the value populates the NOAEPAF fields, press both SHIFT and PAGE DOWN or click the Next Block icon to display the entry form Note There is only 1 field available to be modified in this type of Electronic Approval. The Current Value column is grayed out and cannot be changed. The column is provided for your reference.

5 Step 2 1. Jobs Effective Date Type the date you want to be the new termination date. The termination date must be on or after the Last Paid Date displayed at the top of the form. The end date must be the 9 th or 24 th for the following class codes: GTA, GRA, Adjunct, Misc Pay, and Summer Research. 2. Select Save from the File menu, or simply click the icon. Step 3 1. Next click on the Routing Information tab which will allow you to identify the individuals who need to approve the Electronic Approval. 2. There are two levels required for all Electronic Approvals - Required Approver (level EQAPP) and Applier (level APPLY). Enter the usernames for the Required approver(s) and Applier. 3. The Required Approver is generally the departmental approver. By clicking the User ID icon you can search the listing for User IDs for the appropriate person.

6 4. The applier is the person who finalized the hire in the database. This is always an HR Assistant. WARNING: Once you submit this transaction you cannot delete or void it. You will need to contact the appropriate approver or the HR Assistant to have the transaction returned. If you want to delete or void it prior to submission, click Options from the Banner Toolbar and voided select Delete PAF. Step 4 1. To submit the transaction click Save or the icon then, select Options from the toolbar followed by Submit Transaction. (Please see below)

7 2. If submission is complete, you will receive a message that the transaction has been submitted at the bottom of the screen. If transaction is not complete, the bottom left may note that there are errors. 3. Use this note as a quick reference to correcting errors. If you need detailed instructions consult the Error Manual or your HR Assistant. 4. If you need to go back and fix an error, select Options from the toolbar and then Personnel Action Form. If this is not an available option, click the is. Continue to resolve all errors and then click Save or the icon. icon until it 4. Select Options from the toolbar and then Submit Transaction. If additional errors or warning exist you will get another screen that outlines the changes you need to make. The Electronic Approval for the early termination is on its way to the approver. Note that the Transaction Status has changed from Waiting to Pending. Note: If you are later asked to make a correction the details are listed in the transaction comments.