How to Review an EPAF

					                  How to Review an EPAF
             (Electronic Personnel Action Form)

          ORIGINATOR MANUAL




How to Review an EPAF
Created 05/2009
                                                  1
BANNER - Logon Procedures


To Logon to Banner, type banner.fgcu.edu in your Browser’s address line and click “Go”.



Note: First time users need to download Jinitator prior to logon. The JInitiator download is available
via Information Systems webpage - http://admin.fgcu.edu:2000/is/systems/public/banner/




Double click on Production link (FGPO)




How to Review an EPAF
Created 05/2009
                                                                                                         2
BANNER – Logon Procedures




Enter your user name and password and click on Connect.




How to Review an EPAF
Created 05/2009
                                                          3
BANNER - General Menu




This is the General Banner Menu. The Direct Access feature allows you access a menu, or form by
entering its seven-character name in the Go To... box. You can Direct Access from this main window or
from a form.

To use Direct Access from a form, select File - Direct Access.

You can also access any menu, submenu or form by double clicking on its name on this screen.




How to Review an EPAF
Created 05/2009
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How to Review an EPAF
Created 05/2009
                        5
BANNER - Electronic Personnel Action Form (EPAF)

This manual is designed to assist you in reviewing EPAF transactions.

       Transactions that were submitted in the last 6 months may be viewed via Gulfline as well as
        through NOAEPAF form on Banner.
       Transactions submitted 6 months prior to the current date may only be viewed via the NOAEPAF
        form on Banner.
       The following guide provides step by step instruction on navigating the NOAEPAF form.




How to Review an EPAF
Created 05/2009
                                                                                                   6
BANNER - Electronic Personnel Action (NOAEPAF)

Go To – NOAEPAF




Enter employee’s University ID (UIN) or EPAF transaction number. Then skip to page 9.

Otherwise, if you do not know employee’s UIN or the EPAF transaction number you may search
for the employee’s UIN as follows:

        From the ID field, click on the down arrow icon.

        An Option List box will display, click on Employee Search.

The following Query screen will display:




How to Review an EPAF
Created 05/2009
                                                                                             7
BANNER - Electronic Personnel Action (NOAEPAF)




Enter the last name and first name. EXECUTE QUERY (or from menu select Query – Execute).

 With the use of wildcards, you can also execute a query using only a partial field value as a search
criteria. Use the symbol ‘%’ to represent any number of unspecified characters. Use the symbol ‘_’ to
represent one occurrence of an unspecified character. You can use both wildcards in the same search
string.
EXAMPLES
To get these results                    Enter this criteria

All entries that contain ma             %ma%

All entries that begin with ma          ma%

All entries that end with ma            %ma

All entries that have m as the          _m%
second character

When you find your match, double click on any field within the matched record. This action will return
you to the NOAEPAF form, with ID field populated.

How to Review an EPAF
Created 05/2009
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BANNER - Electronic Personnel Action (NOAEPAF)




If the transaction number is known, it can be entered in the transaction field. (UIN is not required
in this case.)

Otherwise, if you are using the UIN to locate the EPAF transaction, click on the down arrow
located next to the transaction field. The popup window will display all EPAF transactions
associated with the selected UIN.

Select desired transaction and click OK.

Then click next block or control-page down.




How to Review an EPAF
Created 05/2009
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BANNER - Electronic Personnel Action (NOAEPAF)




This will bring up the first EPAF approval type. For example for a SUMFAC EPAF the first approval
type is “Create a Summer Assign/Job”.

If all you are interested in reviewing any comments associated with the selected EPAF you may
click on the ‘Other Information and Comments’ tab.

If you are interested in reviewing the approval queue click on the ‘Routing’ tab.




How to Review an EPAF
Created 05/2009
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BANNER - Electronic Personnel Action (NOAEPAF)

If you want to review the transaction details go to ‘Options-Next Action’. Select Next Block (Control-
Page Down).

This will bring you to the next EPAF approval type. For example on the SUMFAC the next EPAF approval
type is ‘Create Default Earnings’. You may view all approval types in order by clicking ‘Options-Next
Action’.




How to Review an EPAF
Created 05/2009
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