Banner HR Cheat Sheets and Other Reference Documents

 

EPAF Upload Documents
EPAF Upload Training Documents September 1, 2018 KB

 

Annual Turn-Around Documents (TADS)
Instructions for Contract Date TAD January 1 , 2019 KB

 

Working with Identification Records
Searching for Existing Identification Records September 1, 2018 KB
Adding Identification Records September 1, 2018 KB

 

EPAF Information
Approvals and Proxies  
Defining EPAF and Time Entry Proxies December 28, 2018 KB
Defining Default EPAF Routings September 1, 2018 KB
Approving and Managing EPAFs Using NOAAPSM September 1 , 2018 KB
Calculations  
NS-1 Adjunct Hourly and Salary appoinment Form May 25, 2016 KB
Calculating FTE for Adjunct Faculty May 25, 2016 KB
Calculating FTE for Adjunct Faculty and the Affordable Care Act November 26, 2018 KB
Calculating FTE for Graduate Students May 22, 2007 KB
Calculating Adjusted Service Dates August 7, 2018 KB
Coding  
PPAIDEN Data Entry Standards for Building Names KB ARCHIVE
Coding EPAF Sub-classifications for Adjunct Jobs August 31, 2018 KB
Coding Part-Time Operating Staff and Flex-year Exempt Staff Jobs May 22, 2007 KB
Job and ECLS Chart October 8, 2018 KB
Organization Code Definitions May 22, 2007 KB
Overload or Secondary Job? October 22, 2018 KB
Adjunct Job Information KB ARCHIVE
Worker's Compensation Code Definitions June 18, 2018 KB
Delete, Void, Disapprove, but do NOT Cancel June 19, 2018 KB
Dates  
BANNER Date Definitions November 26, 2018 KB
Adjusted Service Dates in Banner September 21, 2018 KB
Entry  
Selecting the Correct EPAF Approval Category KB ARCHIVE
FTE and Grade Changes through NWACOMP June 19, 2018 KB
Errors and Trappings  
Common EPAF Data Entry Errors May 22, 2007 KB
EPAF Trappings September 21, 2017 KB
EPAF Trappings Charts FY 19 July 1, 2018 KB
Comp Error Trappings Chart February 8, 2011 KB

 

Adjunct and Additional Pay Jobs
Home Unit Notification of Adjunct Job June 18, 2018 KB
Suffix Assignment for Part-Time/Full-Time Temp/Casual Jobs May 22, 2007 KB

 

EPAF Approval Categories
Part-Time/Full-Time Temp/Casual Hourly EPAFs    
Additional Pay Hourly Services, excluding Eligible Adjunct Faculty *HAPHS May 29, 2013 KB
Additional Pay Hourly Services Grant - Keene only KHAPHG May 1, 2013 KB
Additional Pay Hourly Services Summer *HAHSM May 29, 2013 KB
Additional Pay Hourly Services - Eligible Adjunct Faculty *HAPHK March 14, 2014 KB
Additional Pay Hourly Services - PSUTLA *HAPHP March 14, 2014 KB
Hire Adjunct Non-Exempt (Hourly) *HCPHY May 29, 2013 KB
Hire Adjunct (Non-Exempt) Hourly Summer Appointment *HCHSM July 16, 2013 KB
Hire Student Hourly, excluding Keene *HSTHY May 29, 2013 KB
Hire Student Hourly Grant - Keene only KHSTHG May 1, 2013 KB
UHWKSM-Hire Work Study Summer - UNH only UHWKSM May 29, 2013 KB
Hire Work Study - UNH only UHWKSY May 29, 2013 KB
Hire Work Study Grant - Keene only KHWKSG May 1, 2013 KB
Hire Work Study Academic Year *HWKSY May 1, 2013 KB
Reactivate terminated Part-Time/Full-Time Adjunct hourly records for late timesheet entry REACT May 1, 2013 KB
Adjunct or Student Termination EPAF *CTERM May 1, 2013 KB
Part-Time/Full-Time Temp/Casual Salary EPAFs    
Additional Pay Salary Services, excluding Keene *HAPSS,*HAPSU May 29, 2013 KB
Additional Pay Salary Services Grant - Keene only KHAPSG November 22, 2010 KB
Additional Pay Salary Services Summer *HASSM October 15, 2013 KB
Additional Pay Salary Services - PSUTLA *HAPSP January 17, 2014 KB
Hire Adjunct Faculty, Non-Union *HAJFY October 15, 2013 KB
Hire Teaching Lecturer PSUTLA PHAJFP January 17, 2014 KB
Additional Pay Salary Services -KSCAA *HAPSK November 22, 2010 KB
Hire Adjunct Grant Faculty - Keene only KHAJFG November 22, 2010 KB
Hire Adjunct Faculty Summer Appointment *HAFSM October 15, 2013 KB
Hire Adjunct Exempt (Salary), excluding Keene *HCPEX October 15, 2013 KB
Hire Part-Time/Full-Time Temp/Casual Salary Grant - Keene only KHCPEG November 22, 2010 KB
Hire Part-Time/Full-Time Temp/Casual Salary Services Summer Appointment *HCESM October 15, 2013 KB
Hire Graduate Appointment *HGRAD November 22, 2010 KB
Hire Graduate Appointment Summer *HGRDS November 22, 2010 KB
Graduate Student Termination - UNH only UGTERM May 1, 2013 KB
UCTRMS - Termination EPAF UCTRMS May 1, 2013 KB
CYA EPAFs    
Working with CYA Positions   March 12, 2013
CYA Exempt Staff Full Time *CEXFT July 16, 2013 KB
CYA Exempt Staff Part Time *CEXPT July 16, 2013 KB
CYA Fiscal Year Faculty *CFYFY July 16, 2013 KB
CYA Academic Year Faculty *CAYFY July 16, 2013 KB
CYA Operating Staff Full Time *COSFT July 16, 2013 KB
CYA Operating Staff Part Time *COSPT July 16, 2013 KB
Job Record Change    
Job Change with Termination Step for UNH Adjunct UHJCHG December 18, 2012 KB
Job Change with No Termination Step for Adjunct (Non-CWS) JOBCHG November 22, 2010 KB

Rate Change with No Termination Step for Part-Time/Full-Time Temp/Casual (Non-CWS)

Not for UNH. UNH should use RATECH.

HRLYCH December 15, 2011 KB
Rate Change with Termination Step for Part-Time/Full-Time Temp/Casual RATECH January 9, 2007 KB
Job Change for Status Jobs JOBSCH May 3, 2012 KB
Convert Job to WTE Job JOBWTE Oct 31, 2012 KB
Default Earnings Change DEFERC January 25, 2010 KB
Kronos Jobs    
Kronos-Contract Change CONCHG December 15, 2011 KB
Kronos-Additional Pay Hourly Services Summer 3HAHSM May 29, 2013 KB
Kronos-Additional Pay Hourly Services 3HAPHS May 29, 2013 KB
Kronos-3rd Party Additional Pay Salary Services 3HAPSS May 29, 2013 KB
Kronos-Hire OS Full Time 3POSFH May 29, 2013 KB
Kronos-Hire OS Part Time 3POSPH May 29, 2013 KB
Kronos-Part-Time/Full-Time Temp/Casual Hourly Hire 3HCPHY May 29, 2013 KB
Kronos-Student Hourly Hire 3HSTHY May 29, 2013 KB
Kronos-Work Study Hire AY 3HWKSY May 29, 2013 KB
Kronos-Work Study Hire-Summer 3HWKSM May 29, 2013 KB
Kronos-Move Status OS to Full Time 3POSFM May 29, 2013 KB
Kronos-Move Status OS to Part Time 3POSPM May 29, 2013 KB
Kronos-CYA to OS Full Time 3POSFC May 29, 2013 KB
Kronos-CYA to OS Part Time 3POSPC May 29, 2013 KB
Labor Distribution Changes    
One Effective Date 1LDCHG November 9, 2006 KB
Two Effective Dates 2LDCHG November 9, 2006 KB
Three Effective Dates 3LDCHG November 9, 2006 KB
Percent Change LDCHG% November 9, 2006 KB
Move EPAFs    
Using Move EPAFs   January 1, 2005 KB
Move to Academic Year Faculty *MAYFY July 16, 2013 KB
Move to Exempt Staff Full Time *MEXFT July 16, 2013 KB

Move to Exempt Staff Percent Time

(75%-99%)

*MEXPT July 16, 2013 KB
Move to Fiscal Year Faculty *MFYFY July 16, 2013 KB
Move to Operating Staff Full Time *MOSFT July 16, 2013 KB

Move to Operating Staff Percent Time

*MOSPT July 16, 2013 KB
Non-Paid EPAF's    
Hire Emeritus Faculty *HEMER June 13, 2011 KB
Hire Non-Paid *HNPAY November 9, 2006 KB
Non-Paid Termination *NPTRM December 28, 2007 KB
Status Jobs    
Commonly Used Forms for Status EPAFs   May 22, 2007 KB
Suffix Assignment for Status Jobs   May 22, 2007 KB
Status EPAFs    
Hire Academic Year Faculty *HAYFY July 16, 2013 KB
Hire Fiscal Year Faculty *HFYFY October 11, 2013 KB
Hire Exempt Staff Full Time *HEXFT October 11, 2013 KB
Hire Exempt Staff Part Time *HEXPT October 11, 2013 KB
Hire Operating Staff Full Time *HOSFT July 16, 2013 KB
Hire Operating Staff Police Full Time UHOPFT May 22, 2013 KB
Hire Operating Staff Part Time *HOSPT July 16, 2013 KB
Terminate Status Employees *STERM April 23, 2015 KB
Hire Student Exempt-Non FLSA *HSENF November 22, 2010 KB
Allowances & Gift Taxation    
eDevice Cell IPad Allowance *HAPSS Cheat Sheet   June 18, 2014 KB
Transition Allowance TRNALL Cheat Sheet   January 18, 2019 KB
Transition Allowance TRNADV Cheat Sheet   February 20, 2019 KB
Gift with Tax GIFTAX Cheat Sheet GIFTAX October 22, 2010 KB

 

Payroll Processing
Payroll Labor Redistribution (PHAREDS) September 1, 2018 KB

 

Position Processing
Establish July 22, 2003
Activate June 10, 2008
Budget July 22, 2003
Query July 22, 2003
Number Formats July 24, 2008
ECLS-PCLS-ACCT June 29, 2009

 

Centralized Processes
Affordable Care Act Job *HACAJ December 17, 2014 KB
Bonus Payments BNEARN, BONPAY, UBONPY June 9, 2017 KB
Special Payments *DEFER, SIPPAY, *AWARD, UNJPCA June 9, 2017 KB
Special Payments - Vacation and Earned Time Payout VACPAY, ETTVPO December 30, 2013 KB
Legal Settlements SIPPAY November 22, 2013 KB
PEAEMPL Entry EPAF PEAENT June 30, 2003 KB
Workers Compensation LOAWKC, LOARET, LOARPD, LOANWC KB ARCHIVE
Benefits Extended Job Entry BENEXT April 2, 2012 KB
PEAEMPL Adjustments - Hr Use Only PEAADJ May 8, 2008 KB
Compensation Entry - Hr Use Only NWACOMP December 13, 2010 KB
Leave Processing    
Return Early LOA/ Cancel LOA - Half/Full LOACAN March 11, 2013 KB
Leave of Absence from Department LOADEP March 11, 2013 KB
Leave of Absence for Interim Disability LOAIND March 11, 2013 KB
Leave of Absence from Institution LOAINS March 11, 2013 KB
Leave of Absence - Professional Development Full Pay LOAPDF March 11, 2013 KB
Leave of Absence - Professional Development Half Pay LOAPDH March 11, 2013 KB
Leave of Absence - Sabbatical Full Pay LOASFS March 11, 2013 KB
Leave of Absence - Sabbatical Half Pay LOASHS March 11, 2013 KB
Leave of Absence - Paid Medical LOAPML March 11, 2013 KB
Leave of Absence - Unpaid Medical LOAUML March 11, 2013 KB
Return from Leave of Absence LOARET March 11, 2013 KB
Return to Base Appointment LOACYR March 11, 2013 KB
Partial Leave Processing    
Partial Leave Flow Chart - Exempt   KB ARCHIVE
Partial Leave Flow Chart - OS   KB ARCHIVE
Partial Leave Flow Chart - Exempt Convert to Non-Exempt   KB ARCHIVE
Partial Leave CYA Benefit Eligible Staff LPCYEX January 21, 2012 KB
Partal Leave CYA Benefit Eligible Staff Return LPCYER July 14, 2009 KB