ApexPAF. User s Guide Version 1.0. Windows User Polk County BoCC 5/11/2017

Transcription

1 2017 ApexPAF User s Guide Version 1.0 Windows User Polk County BoCC 5/11/2017

2 Table of Contents Introduction... 2 How to Login to/log Out of ApexPAF... 3 Appearance and Functionality... 4 Main Page... 5 Upload Support Documents... 6 Initiate Payroll Action New Hire Transfer/Promotion Termination Miscellaneous ReClass Post Only Resume Payroll Action Approve Payroll Action View Only Payroll Actions Send Notifications View Approved PAF Human Resources Sections Insert/Update CM Load Approved PAFs to History PAF Tracking History Source2 Employees

3 Introduction The ApexPAF system was developed to help Polk County Board of County Commissioners staff be more efficient in processing requests for staffing and position changes. Designated employees in each Division will be able to submit Payroll Action Forms (PAFs), submit Reclass Forms, approve documents, and see where documents are in the approval process. This system allows users to attach supporting documents (when required) with their requests and send notifications to users, regarding the status of their requests. The goal is to allow a smoother, more efficient process for everyone. This manual provides the user with step-by-step instructions on how to use ApexPAF to submit and approve all payroll and position changes. Users will no longer use DocuSign or the PDF document to submit requests for staffing and position changes. All requests and supporting documents will be processed in the ApexPAF system. Designated staff will now be able to see the status of submitted requests in real time and communicate within the ApexPAF system regarding requests and changes. New reporting options will allow users to see trends and historical data regarding documents processed for their Division. With the ApexPAF system, Division Directors will be the first level of review and approval for all requests for staffing and position changes. The Equity and Human Resources Director or designee will be the final approver for staffing and position changes, except for requests that require the County Manager s Office approval. 2

4 How to Login to/log Out of ApexPAF The URL provided above will take you to the login screen where all users that receive the link will be able to login to ApexPAF using their Oracle Self Service User ID and Password. Once you ve entered the correct username and password, click to navigate to the home screen. If users enter the wrong username/password, the application will prompt the user to wait a few seconds before being able to attempt to log in again. If you have forgotten your username/password or are having difficulties logging in, contact the Help Desk at for assistance. To Log Out of ApexPAF, click on the Log Out button located in the top right of the screen as shown here: 3

5 Appearance and Functionality For a better view of the ApexPAF application, it is recommended to change your screen settings to a rectangular landscape orientation, suggested to be a 1440 x 900 resolution as shown below: 4

6 Main Page The application opens on the Main Page and will allow users to navigate through the Personnel Action Form (PAF) process based on their responsibilities. The layout of the main page is to provide users with sequential steps in order to complete the PAF process for a variety of inquiries. As seen below, the Main Page displays all possible options. Note: The Main Page picture to the right shows all possible options, but most users may see only a subset of the options presented. This is based on the responsibilities of the user in the PAF process. Throughout the User Guide, there may be different Main Page screens shown to provide a variety of views that the user may experience. The following options, briefly described below, are available in the ApexPAF application for users: Initiate Payroll Action This section allows a user to create a new PAF Resume Payroll Action This section allows users to continue working on incomplete PAFs that have been previously saved in the database Approve Payroll Action This section is for division directors and HR personnel to approve PAFs that have been created. View Only Payroll Action This section allows users to view PAFs created, but cannot be altered. Send Notifications This section allows users to send reminders and other correspondence to users regarding the PAF process. Upload Support Documents This section allows users to upload important documents to be attached to PAFs that are going through the approval process. Insert/Update CM This section allows Human Resource users to add and adjust County Manager division responsibilities for proper PAF approvals. Load Approved PAFs to History This section allows Human Resources users to move completed and approved PAFs to the History section for reference-only access in the future. View Approved PAFs This view-only section allows users to view the list of completed and approved PAFs. PAF Tracking History This section allows Human Resources users to follow the PAF through the approval process. 5

7 Upload Support Documents Prior to creating a new PAF, if it is required to upload any supporting documents associated with the employee whose PAF is to be created, use this option. This will allow the initiator (user) to attach all documents associated with the employee or new hire associated with the PAF. If there are no supporting documents that need to be uploaded, users can skip this section and begin the process listed under Initiate Payroll Action. Begin by clicking on Upload Support Documents. This action will take you to a list of documents that may have already been uploaded or blank if no documents have been added yet. To upload a new document, click located in the top right of the list. To upload a new file, begin by clicking to search for the file on your computer. Navigate the hard drives and folders to highlight and select the appropriate file for upload. In the example below, the New Hire Resume.docx file has been selected for upload. Once highlighted, either double-click the left mouse button or click on Open to upload the file. 6

8 Once the file has been selected, the ApexPAF application will autofill the Filename line with the name of the document. Users can change the Filename or continue to use the default file name entered. The file will upload into the Upload Support Documents screen. The next line, Mime Type, refers to the type of file you just uploaded. It will default to application/pdf, meaning the file is a PDF file and is to be opened by the supporting application to view. In this example, a Word document (.docx) was uploaded as a supporting document. In the Mime Type, pdf was manually changed to docx by the user. The next section, Last Updated, refers to the last time the supporting document was uploaded or modified. The date listed will default to the date the user is first uploading the supporting 7

9 document. Users can manually change this date if necessary by clicking on the calendar icon, searching for the appropriate date, and selecting it. The final options to choose from are either Employee or New Hire First Name and Last Name. If the PAF being created refers to a current BoCC employee, click on the button to pull up the BoCC employee list. Once you find the name on the employee list, click on the name to select it and it will appear in the Employee section. If the PAF is being created for a new hire, enter the First Name and Last Name of the new hire is the designated sections. The example below is for a new hire named Jane Doe. Once all the information has been entered into the Upload Support Documents section, click to save the changes, or to disregard them. The document will appear on the list shown below. If multiple support documents exist for the employee or new hire associated with the PAF, follow the steps listed above to upload each of the documents individually. Users are provided an option to edit the supported documents entry that was created. Click the icon on the left to make adjustments. Once completed, click to save changes or to remove the document from the list. Once all supporting documents have been uploaded and listed, click the Main Page. to return to 8

10 Initiate Payroll Action From the Main Page, select Initiate Payroll Action to begin the PAF process. If supporting documents are required to be attached to the new PAF for a current employee or new hire, see the previous section Upload Support Documents. Note: When making a selection on the Payroll Action screen, the initiator must wait a few seconds for the page to refresh as additional options may appear based on the type of Payroll Action selected. 1. New Hire To begin the PAF process for a new hire, select the 1 New Hire option (as shown above) and click to move to the next screen. 9

11 The fields located at the top of the form will include uploaded support documents under Add File(s) and PAF Reason, an area to include a brief description for the purpose of the new PAF. In the Payroll Action Insert/Update Form screen, users must enter information into various fields. The required fields are designated with a red asterisk *. Those fields include: Person Type Employee, Ex-employee, Outside Procurement, or Source2 First Name Last Name Position Number Organization Name Division Job Name Specific job role as designated in the Organizational Chart Payroll Defaults to Regular BoCC Salary Basis Exempt, Non Exempt 40, Non Exempt 56 Exempt Status Exempt, Non Exempt Assign Category Elected Official, Fulltime-Regular, Fulltime-Temporary, Part Time- Regular, or Part Time Temporary Time Keeper Time Entry Group Supervisor If required information has not been properly entered, those sections will provide warnings that they must be filled out before moving forward. Other sections to review prior to completing the New Hire PAF include: Address Effective Start Date Defaults to the current system date, must be updated by initiator Supervisor? Is the new employee filling a role of a supervisor? Note: Some PAF forms will require County Manager approval. For New Hires, if the Base Payrate is greater than 10% of the Pay Grade Minimum, the CM approval requirement will automatically be flagged to be included in the approval process. Note: For Fire Services/EMS division, Pay Grade and Steps are still applicable. County Manager approval is not required if the percentage above minimum equals the amount assigned to the Pay Grade and Step. For example, if a New Hire is offered 10% above the Pay Grade Step minimum and it equals the Pay Grade and Step amount, CM approval is not required. If the percentage above minimum does not equal the Pay Grade and Step entered into the PAF, CM approval will be flagged automatically and be required. 10

12 Once all the information has been entered, click to complete the New Hire PAF. In cases where the user cannot complete the New Hire PAF due to lack of information, the user can click either or after saving the record to the database by clicking. The New Hire PAF will be saved for the new employee and can be accessed in the Resume Payroll Action section located on the Main Page. If the required fields are not properly entered, the initiator will receive an error message. All errors must be corrected in order for the PAF to be saved to the database. After the information has been entered properly and the user clicks message will pop up on the top right of the form:, the following Once the record has been verified for accuracy and processed, the next step is to click to begin the approval process. 2. Transfer/Promotion The next section allows users to create PAFs for current employees transferring to a new position or being promoted within the division. As mentioned earlier, when selecting this option, the application will need a few seconds to refresh to provide a secondary request. The user will be asked if it is necessary to post the current position the employee currently holds. Once the Position option is selected, please allow the form to blink back the page prior to clicking on. See the image below for reference: 11

13 In cases where the user chooses the Post Position option, see 6. Post Only section for directions on how to complete this section. If the user chooses Do Not Post Position, the user will have to follow the steps later in the training guide under 6. Post Only to post the position at a later date. The divisional user creating the Transfer/Promotion PAF will only have access to employees currently working in the division. Once the user has selected, the divisional employee list will appear. Click on the name of the employee associated with the Transfer/Promotion PAF. 12

14 Once the employee has been selected, the Payroll Action Insert/Update Form will appear. The information will be pre-populated with the employee s information. Users will be able to edit the current Form to reflect the transfer or promotion. In the case of a transfer, the user may need to update the following sections: Position Number Organization Name Job Name Time Keeper Time Entry Group Supervisor Pay Grade Base Payrate Location Note: If the user inputs the position number, the Org Name, Job Name, Pay Grade Step, Base Payrate, Effective Start Date, and Location will auto-populate with the information associated with the position number. If the position is not vacant, the following message will appear in the PAF Reason section: (***Warning: Not a vacant position.) After the information has been entered properly and the user clicks on the top right of the form to show:, a message will pop up 13

15 Once the record has been verified for accuracy and processed, the next step is to click to begin the approval process. In cases where the user cannot complete the Transfer/Promotion PAF due to lack of information, the user can click either or after saving the record to the database by clicking. The Transfer/Promotion PAF will be saved for the employee and can be accessed in the Resume Payroll Action section located on the Main Page as long as the user has not previously clicked on. Note: For current employees, County Manager approval is required if the transfer/promotion leads to a new Pay Grade that is greater than 5% of the current pay rate and is greater than the new pay grade minimum. Note: For Fire Services/EMS division, County Manager approval is not required if the percentage of new rate is above 5% of current pay rate but equals the amount assigned to the new Pay Grade and Step. 3. Termination 14

16 The next section allows users to create PAFs for current employees that will no longer be working at the BoCC due to termination or retirement. As mentioned earlier, when selecting this option, the application will need a few seconds to refresh to provide a secondary request. The user will be asked if it is necessary to post the current position the employee currently holds. The divisional user creating the Termination PAF will only have access to employees currently working in the division. Once the user has selected, the divisional employee list will appear. Click on the name of the employee associated with the Termination PAF. The Payroll Action Insert/Update Form will appear and be pre-populated with the current employee s information. The user should enter a brief description for the purpose of the Termination PAF in the PAF Reason section located at the top of the form. On the bottom right section of the form, the last two options include Termination Date and Termination Code (see below). The user must enter the appropriate termination date and code associated with the cause of termination. When the terminating employee is a supervisor, the form will automatically set the Supervisor field:. The PAF Reason field will contain the following note: This serves as a reminder to Payroll staff to update where employees evaluations are sent to. This step takes place outside of the ApexPAF application. In cases where the divisional user chooses the Post Position option, see the 6. Post Only section for directions on how to complete this section. If the user chooses Do Not Post Position, the user will have to follow the steps later in the training guide under 6. Post Only to post the position at a later date. After the information has been entered properly and the user clicks on the top right of the form to show:, a message will pop up 15

17 Once the record has been verified for accuracy and processed, the next step is to click to begin the approval process. In cases where the user cannot complete the Termination PAF due to lack of information, the user can click either or after saving the record to the database by clicking on. The Termination PAF will be saved for the employee and can be accessed in the Resume Payroll Action section located on the Main Page only if the user did not previously click. 4. Miscellaneous Follow options 2. Transfer/Promotion or 3. Termination for general entry, this option covers changes such as: WOC, Tenure Increase, Removal from PIP to give COLA or any other salary changes not associated with New Hire or Transfers. Users would enter or change information in this section that does not meet the criteria of the other sections listed within the Initiate Payroll Action sections. The Miscellaneous option is also used for demotions. The term Demotion must be entered into the PAF Reason section so that it can be properly tagged to follow the correct approval process. Only under this condition, once HR receives the PAF and determines it will need County Manager approval, they will be able to modify the CM flag from No to Yes. 5. ReClass The ReClass section will allow users to make reclassification changes to current positions or changes requested for vacancy positions. 16

18 1. Title Change Only ReClass Option 1 allows users to make changes to the title of the position only. By selecting option 1 and clicking, the division employee list will appear. Select the name of the employee whose position title is going to change. The employee information will be Read- Only in the Payroll Action Insert/Update Form. Users will be able to make adjustments to the section below: Users will need to assign a new title and new organization (division) to the employee selected. After the information has been entered properly, the user clicks on the top right of the form to show: and a message will pop up 17

19 Once the record has been verified for accuracy and processed, the next step is to click to begin the approval process. In cases where the user cannot complete the Title Change Only Reclassification PAF due to lack of information, the user can click either or after saving the record to the database by clicking on. The Title Change Only Reclassification PAF will be saved for the employee and can be accessed in the Resume Payroll Action section located on the Main Page only if the user did not previously click. 2. Vacancy ReClass Option 2 allows users to make changes to vacant positions only. By selecting option 2 and clicking, a list including all previously entered ReClass/Vacancy records created by the initiator will appear (see below). If no records were previously created, the list will appear blank. To begin a new vacancy reclassification, click. 18

20 The new ReClass/Vacancy form will include several sections requesting information. The following sections may need to be completed on the Vacancy Form: Division Initiator Form Division Director Review Budget and Management Review Facilities Management Review Fleet Management Review Information Technology Review Human Resources Review County Management Review 19

21 Like other earlier forms, the initiator can enter a new position number and the form will autopopulate the following sections: Current Position Title, Division, Exempt Status and Pay Grade. All pre-filled sections can still be edited by the initiator if needed. Once the position title, position number, pay grade, annual salary, employee, division, exempt status, new position title, new pay grade, and new salary are all entered in the Division Initiator Form, the initiator will need to select the Cost Fund associated with the vacancy. A new section will appear next to populate the Cost Center. After the selection is made, another section will allow the initiator to select the Account Number, and finally the Project Number to complete the accounting budget string. 20

22 The initiator will need to answer questions in the other Form sections once the Division Initiator Form section is completed. This includes requests for additional space from Facilities or needing a new laptop or desktop computer from Information Technology. If requests are being made, the initiator must make sure the Division Review? is properly flagged to Yes so that an notification can be sent to the individual indicating their approval with signature is required for this vacancy request. When the initiator completes the Vacancy Form, click to save the new Vacancy Form. At the top of the form, a new line will appear just above the Division Initiator Form: To get the approval process started, the initiator will need to select. This will send an notification to the division director requesting approval (see Approve Payroll Action for directions to approval PAF). An example that the division has been notified will appear in the top right part of the page, for example: Once the Division Director approves the Vacancy Form, a button will appear at the top of the form to notify by Human Resources and other divisions (IT, Facilities, Fleet, etc.) required to review and approve the form. HR division will be the final approval but they cannot set Hr Approved? To Yes until all properly flagged signatures are in place including HR Reviewer s signature. 21

23 After HR sets the approval flag to Yes and clicks on completed form to HR will appear,., a new button to the Once a Reclass/Vacancy is saved in the database, Initiator s can navigate to his/her own records from this page: Approvers can navigate from the Approvers list: 22

24 Sample notification as a result of the Reclass/Vacancy: The following is an example of the ReClass/Vacancy Form that is ed to the Human Resources representative only after all divisions approve the form, including HR as the last required approval: New/Amended Position Form Division Form Current Pos Title: {Exempt} Position Number Current Pay Grade Annual Salary Applications Manager $40, Employee Vacant Division Human Resources 23

25 Proposed New Title: {Exempt} New Pay Grade New Annual Salary Applications Supervisor 24.6 $55, Net Annual Change Fund Cost Center Account Project $15, Kandis Buford Division Director 17-JAN-2017 Date Submitted 17-JAN-2017 Date Effective This Section to be reviewed by Budget and Management Services New Position Recommendation: Yes Reclassification Recommendation: Yes Todd Bond Reviewed by 11-JAN-2017 Date This Section to be reviewed by Facilities Management If position is approved, what is the impact on space? {No additional space is required} {Current location can accommodate} {Funds for construction are available} David Peach Facilities Management Review 11-JAN-2017 Date This Section to be reviewed by Fleet Management Does position require a vehicle? Yes If yes, type of vehicle: Mini Van Recommendation: Approval Chuck Cheatham 11-JAN

26 Fleet Management Director Date This Section to be reviewed by Information Technology Does this position require an additional computer? Yes If yes: Laptop Location: Charles R Richardson Adult Day Care Center Does this position require a cell phone? Yes Edward J. Wolfe Information Technology Director 11-JAN-2017 Date This Section to be reviewed by Human Resources Recommendation: Yes Exempt Jacquelyn R. Small Human Resources Director 18-JAN-2017 Date Determination Request: Approved Lea A. Thomas County Manager 18-JAN-2017 Date 25

27 Since all reports are in HTML, CoCC employees will be able to follow the following steps to convert the HTML file to PDF format: 1. First save the html attachment from to hard drive. 2. Go to the location (folder) where the was saved. 3. Right-click the mouse on the HTML file and in the pop-up box, select Convert to Adobe PDF 26

28 Note: BoCC employees will not be able to follow the steps above to convert the HTML file to PDF format. Instead, BoCC employees can save the HTML file or right-click on the web browser and print the HTML document itself. 3. Pay Rate The third option allows users to adjust the pay rate for current employees. If the user selects option 3 Pay Rate and clicks, the division employee list will appear. Select the name of the employee whose pay rate will be changing. This option will allow for changes to be made to the employee s information, reclass title change (if necessary) and the Reclassification Section shown below: 27

29 After the information has been entered properly, the user clicks on the top right of the form to show: and a message will pop up Once the record has been verified for accuracy and processed, the next step is to click to begin the approval process. In cases where the user cannot complete the Pay Rate Reclassification PAF due to lack of information, the user can click either or after the record has been saved to the database by clicking on. The Pay Rate Reclassification PAF will be saved for the employee and can be accessed in the Resume Payroll Action section located on the Main Page only if the user did not previously click. Note: For Pay Rate changes, if the new pay rate is higher than the current pay rate, the PAF will automatically require County Manager approval. 6. Post Only This section allows divisional users to request HR to post a vacant position available. Users can select option 6 Post Only and click to begin the request. 28

30 Note: It is now required for the initiator to attach the job description file prior to completing any PAFs that require the position to be posted. Please follow the steps located in the Upload Support Documents section above. When uploading the Job Description, do not associate the file with an individual. Leave that section blank. Once it is uploaded, the Job Description file will show up in the Add Files List. The initiator can select the desired job description to click and select it to be posted. Users can begin by entering in the position number. Once the position number is entered, hit the Tab key on the keyboard or click another section to move off the position number and the current Supervisor if one exists for the position. This will auto-populate the Job Title linked to the position number. Users can search the Job Title list for the position if the position number is not known. The schedule will default to a Monday-Friday 8:00am 5:00pm schedule. Users should adjust the schedule to reflect the proper working schedule. Next, users need to populate the HIRING/INTERVIEWING SUPERVISOR section and include the supervisor s phone extension. The final two sections allow for users to briefly describe if a test is required for the vacant position and any specific advertisement requests. Click to save the record to the database. Once the record has been verified for accuracy and created, the next step is to click to begin the approval process. If the information was properly entered and the Division Director has approved the posting, the following message will appear and cite the position number requested for posting: 29

31 Once the Post Only PAF has been approved by the Division Director, Human Resources, the initiator, and Source2 will be notified. 30

32 Resume Payroll Action This section from the Main Page allows the original initiator to edit and complete PAFs that were not completed and submitted for approval. Once the user clicks on Resume Payroll Action, the list of unfinished PAFs will appear (see example below): To continue working on the PAF, the user will click the icon. This will open the PAF for the initiator to edit, modify, and complete. The type of PAF will be listed on the top left of the form in the Action? section. Based on the type of PAF the user is completing, see the above sections for directions on how to complete the PAF correctly. To save the modifications, click located on the top right of the form. If the PAF is complete and changes have been saved to the database, then it is ready to submit for approval by clicking to begin the approval process. To return to the initiator list shown above without submitting the PAF for approval, click. 31

33 Approve Payroll Action Approving payroll actions are limited to HR personnel, Division Directors, and County/Deputy County Managers. Once the user clicks on the Approve Payroll Action option, only the list of initiated and submitted PAFs will appear that require specific authorization/rejection. In the example below, only PAFs initiated by Information Technology users are able to be approved by Ed Wolfe, IT Director: To begin the approval or rejection process, the user will click the icon associated with the PAF. The user will have access to view all files attached to the PAF. All Employee Details information listed in the PAF will be read-only. To approve the PAF, the division director will click his/her name in the dropdown screen: under Division Signature and select Once that is complete, select (i.e. located in the bottom right of the Approval Update Payroll Action Form section) to send the PAF to the Human Resources director for approval. 32

34 After the Division Director approves the PAF, the Human Resources Director will need to review and approve/reject the PAF. He/she will select the proper name under the HR Signature section located in the Approval Update area. Once completed, the HR Director will select to continue the approval process. If the PAF requires County Manager approval, it will be sent to the County Manager. If not, it will send the notification to Source2 (for New Hires only). If the approval process ends with the HR signature, the final notification of completion will be sent to the initiator and Budget/Payroll. In cases where County Manager approval is required, the County Manager will select his/her name from the signature option shown below. The approving County Manager will then click. If the PAF is for a New Hire, the notification will be sent to Source2 and Human Resources. For all other PAFs, the notification will be sent to Human Resources only. 33

35 View Only Payroll Actions This section provides users with view-only access to the outstanding PAFs from their division. Additional information provided in this section includes timestamps on the approval process. Users can view the following information not provided in earlier options: Division Director signature and date HR Director signature and date County Manager signature and date (if applicable) Rejected By Rejected Date Budget Notified Payroll Notified Users can click on to view the entire PAF. It will provide similar information as the list shown above. In the Approval Section located at the top of the view-only PAF, an approval process status will be provided. There is also a section for the rejection reason should the PAF be rejected during the approval process. Once complete, click to return to the view-only list or to return to the main page of the application. 34

36 Send Notifications This section allows users to communicate with others regarding open PAFs. Users will use this option to remind approvers or notify others about specific PAFs through the ApexPAF application. To select recipients, highlight the name or names on the left side as shown above. Once the name is highlighted, click to move them to the second column. The second column will be the list of recipients receiving the correspondence. To remove a name from the list of recipients in the second column, highlight the name or names and click of names, click.. To refresh the list The third column highlighted above references the employee the notification is about. Highlight the name by clicking on it once, then click to move them to the fourth column. The fourth column will list those that the correspondence is referring to. To remove a name from the list of recipients in the fourth column, highlight the name or names and click. To refresh the list of names, click. The comments section allows users sending the notification to add more details to the correspondence. Once the information is properly entered, click. recipients will receive an from the ApexPAF application highlighting the information the user has entered. 35

37 An example of an sent to a Division Director for approval is shown below: An example of a request to Post a position by Division Initiator: 36

38 View Approved PAF This section allows users to view all approved PAFs they have created and submitted. This is another viewing option for divisional users to track the approval process, similar to the View Only PAF option. 37

39 Human Resources Sections The following sections are only accessible for Human Resource employees. These sections allow HR employees to manage the files in the ApexPAF application. Insert/Update CM The Insert/Update CM section provides HR employees administrative access to adjust County Management s organizational responsibilities within the application. To create a new record for County Managers, click located at the top right of the list. Select the County Manager and then the Organization (Division) Name. Enter the County Manager s address so that he/she can receive updates when necessary to approve PAFs. Once complete, click in the lower right corner to save the new record. To make changes to an existing item, click located to the left of the record (shown above). Once in the record, HR employees can make adjustments to the County Manager, Org Name (Division), and address. Once complete, click to save the record or to remove the record. 38

40 Load Approved PAFs to History Once the PAF has been finalized and notifications have been sent to both Payroll and Budget, the PAF can be moved to the history table. HR employees can view the list of PAFs moved to history. If the list of PAFs in this section have been properly moved, the following message will appear in the top right of the list: PAF Tracking History HR Employees can view and generate lists of current PAFs and their tracking histories. The image below shows the columns selected to view and where to locate the information associated with the selection: 39

41 Lists can be generated to include a variety of information. HR employees can select up to 6 different column options and generate reports for Division Managers and/or County Managers. Once the columns have been select, users should click save the changes or to disregard the selections. to Sample requisition for a new position (Note: only requires HR approval): Sample PAF with Post Position (requires Division and HR approval, shown on top of Page 28): 40

42 Sample PAF with ReClass payrate increase (Will require Division, HR and County/Deputy Manager approval): 41

43 Source2 Employees Source2 employees will have limited access to the ApexPAF application. They will only be granted permissions to create a New Hire Form or Resume Payroll Action. Source2 employees acting as initiators will not have other access described above to create additional PAF forms for other circumstances. An example of the options for Source2 employees acting as initiators is shown below: 42