B-SUM_Info_Sheet

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					                                                                                          B-SUM Summer Contract

                               EPAF Category Information Sheet
CATEGORY:      Session B SUMFAC-Summer Contract (9 mo. Faculty member only)
USAGE:         Used to create a new Summer Contract/Session B for a current 9 month faculty employee. Do not use
               this EPAF category if the Summer Contract is funded through ORSP.

Information Required:       Originators of this EPAF Category are asked to gather this information below before
      attempting to create and submit this EPAF. EPAF originators will find it helpful to have a current payroll
      calendar and EPAF manual accessible when creating and submitting any EPAF.

                                                 Recipe Sheet
EPAF Field Name                     Required Data Entry
CREATE A SUMMER ASSIGN/JOB
Job Begin Date                      Will default to beginning Session B date and cannot be changed.
Job Effective Date                  Will default to beginning Session B date and cannot be changed.
Personnel Date                      Will default to beginning Session B date but can be changed as needed
Title                               Defaults to ‘Summer Contract’, may be overridden if needed.
Contract Amount                     Enter Contract amount.
FTE                                 Will default to 0.750 but can be changed as needed
Hours Per Pay                       Will default to 60 but can be changed as needed
Factor                              Will default to 3 but can be changed as needed
Pays                                Will default to 3 but can be changed as needed
Timesheet Orgn                      Enter Timesheet Orgn.
CREATE DEFAULT EARNINGS
Effective Date                      Job Begin Date
Earnings                            Select ‘SUM’ from pull down menu.
Hours or Units Per Pay              Enter computed ‘Hours Per Pay’ from previous Approval Type – Create An
                                    Assign/Job.
TERMINATE SUMMER ASSIGN/JOB
Jobs Effective Date                 Will default to ending Session B date and cannot be changed.
Personnel Date                      Will default to ending Session B date but can be changed as needed.
CREATE A LABOR DISTRIB RECORD
Index                               Enter index code to which payroll expenses are to be charged.
Account                             Enter Account Code
Routing Queue:
#     Approver Level                            Name           Action             Required/Optional
                                                BCLOXTON       Approve
2     HRR                                       or SZABLACK                       Required
5     DEPT 1                                                   Approve            Required
10
15
20    Additional Departmental Approvers                        Approve or FYI     Optional
40    AA1                                       EHART          Approve            Required
45    AA2                                       JBAKER         Approve            Required
                                                CLOXTON or
90    HR                                        SZABLACK       Approve            Required
92    PYRR                                      AHENRY         FYI                Required
92    HR3                                       BHILL          Approve            Required
100   APPLY                                     BHILL          Apply              Required



Updated August 11                                                                                                  A-28
                                                                                             B-SUM Summer Contract

Required Comments: Originator must choose the EPAF for the Summer Session in which course is being taught,
      Course Number and Prefix, Course Reference Number (CRN) and full Course Title. If employee is not the
      instructor of record for a credit-bearing course, clarify employee’s role and indentify instructor of record.
Additional Instructions: You may also include any other comments you wish to make in order to give more
      information about the personnel action. Please do not add personal or medical information into the EPAF.
      Remember this is a public record.




Updated August 11                                                                                                     A-28

				
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