EPAF Guide

Question

How do I start an Electronic Personnel Action Form (EPAF)?

I need a guide when entering EPAFs

What do I need to begin an EPAF?

Products or Services Involved

EPAF System

Banner 9

Instructions

Accessing the EPAF Menu

  1. Go to the Experience Portal
  2. Select Employee Dashboard
  3. Under My Activities, select Electronic Personnel Action Forms (EPAF)
  4. The EPAF menu displays five options:
    • EPAF Approver Summary—View EPAFs awaiting your approval or action
    • EPAF Originator Summary—View EPAFs you created
    • New EPAF—Create a new EPAF
    • Act as a Proxy—Approve EPAFs on behalf of another user
    • EPAF Proxy Records—Authorize users to approve EPAFs on your behalf when you are unavailable

Starting a New EPAF

  1. Select New EPAF from the EPAF menu
  2. If you are unaware of the employee’s ID, search for an existing Banner ID to prevent duplicating records and ensure the correct individual is paid
    1. Enter the individual's Social Security number without dashes, then search
    2. If no record appears, search by name
      • Name searches are case-sensitive
      • Example: Smith, Mark
    3. If a name search returns a match, verify the record carefully before proceeding
    4. If you are unsure, contact Human Resources or Payroll before submitting the EPAF or creating a new ID
  3. If no record is found, select Generate New ID above the Query Date field
    1. Banner may display possible matches. Review each match carefully to avoid creating a duplicate ID
    2. If a record matches the individual, select it instead of creating a new ID
    3. Create a new ID only after confirming that the individual does not already have a Banner record
  4. In the Query Date Field, enter the effective date of the position or action
    1. For example, if a new hire starts on March 3, 2026, enter 03/03/2026
    2. Be aware of the employee's Last Paid Date. Banner will not process actions with effective dates that occur before the Last Paid Date
  5. Select the appropriate Approval Category (EPAF Type)
  6. Click Go
  7. Use the relevant article below for instructions specific to the selected EPAF Type

Instructions by EPAF Type:

EPAF Resources and Reference Guides:

Need More Help?

Please contact Human Resources if you need further assistance.

 

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