Banner HR Cheat Sheets and Other Reference Documents

 

EPAF Upload Documents
EPAF Upload Training Documents March 5, 2014

 

Annual Turn-Around Documents (TADS)
Instructions for Contract Date TAD March 01, 2017

 

Working with Identification Records
Searching for Existing Identification Records October 19, 2009
Adding Identification Records October 19, 2009

 

EPAF Information
Approvals and Proxies  
Defining EPAF and Time Entry Proxies June 14, 2011
Defining Default EPAF Routings September 26, 2013
Approving and Managing EPAFs Using NOAAPSM May 22, 2007
Calculations  
Casual, Part-Time and Full-Time Temporary Appointment Form (NS-1) May 25, 2016
Calculating FTE for Adjunct Faculty May 25, 2016
Calculating FTE for Adjunct Faculty and the Affordable Care Act September 26, 2014
Calculating FTE for Graduate Students May 22, 2007
Calculating Adjusted Service Dates April 4, 2005
Coding  
PPAIDEN Data Entry Standards for Building Names April 7, 2015
Coding EPAF Sub-classifications for Part-Time/Full-Time Temp /Casual Jobs September 26, 2011
Coding Part-Time Operating Staff and Flex-year Exempt Staff Jobs May 22, 2007
ECLS Chart January 17, 2014
Organization Code Definitions May 22, 2007
Overload or Secondary Job May 22, 2007
Part-Time/Full-Time Temp/Casual Job Information July 22, 2005
Worker's Compensation Code Definitions June 30, 2005
Delete, Void, Disapprove, but do NOT Cancel July 30, 2003
Dates  
BANNER Date Definitions April 24, 2009
Entry  
Selecting the Correct EPAF Approval Category May 22, 2007
Errors and Trappings  
Common EPAF Data Entry Errors May 22, 2007
EPAF Trappings September 21, 2017
EPAF Trappings Charts FY 14 January 17, 2014
EPAF Trappings Charts FY 13 November 30, 2012
Comp Error Trappings Chart February 8, 2011

 

Part-Time/Full-Time Temp/Casual and Additional Pay Jobs
Home Unit Notification of Part-Time/Full-Time Temp/Casual Job April 9, 2015
Suffix Assignment for Part-Time/Full-Time Temp/Casual Jobs May 22, 2007

 

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

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
Rate Change with Termination Step for Part-Time/Full-Time Temp/Casual RATECH January 9, 2007
Job Change for Status Jobs JOBSCH May 3, 2012
Convert Job to WTE Job JOBWTE Oct 31, 2012
Default Earnings Change DEFERC January 25, 2010
Kronos Jobs    
Kronos-Contract Change CONCHG December 15, 2011
Kronos-Additional Pay Hourly Services Summer 3HAHSM May 29, 2013
Kronos-Additional Pay Hourly Services 3HAPHS May 29, 2013
Kronos-3rd Party Additional Pay Salary Services 3HAPSS May 29, 2013
Kronos-Hire OS Full Time 3POSFH May 29, 2013
Kronos-Hire OS Part Time 3POSPH May 29, 2013
Kronos-Part-Time/Full-Time Temp/Casual Hourly Hire 3HCPHY May 29, 2013
Kronos-Student Hourly Hire 3HSTHY May 29, 2013
Kronos-Work Study Hire AY 3HWKSY May 29, 2013
Kronos-Work Study Hire-Summer 3HWKSM May 29, 2013
Kronos-Move Status OS to Full Time 3POSFM May 29, 2013
Kronos-Move Status OS to Part Time 3POSPM May 29, 2013
Kronos-CYA to OS Full Time 3POSFC May 29, 2013
Kronos-CYA to OS Part Time 3POSPC May 29, 2013
UNH School of Law Jobs    
School of Law - Hire Adjunct Faculty Summer Appointment LHAFSM December 13, 2013
School of Law - Hire Additional Pay Hourly Services Summer LHAHSM December 13, 2013
School of Law - Hire Adjunct Faculty LHAJFY December 13, 2013
School of Law - Hire Additional Pay Hourly Services LHAPHS December 13, 2013
School of Law - Hire Additional Pay Salary Services LHAPSS, LHAPSU December 13, 2013
School of Law - Hire Additional Pay Salary Services Summer LHASSM December 13, 2013
School of Law - Hire Part-Time/Full-Time Temp/Casual Salary Services Summer LHCESM December 13, 2013
School of Law - Hire Part-Time/Full-Time Temp/Casual Hourly Summer LHCHSM December 13, 2013
School of Law - Hire Part-Time/Full-Time Temp/Casual Salary Services LHCPEX December 13, 2013
School of Law - Hire Part-Time/Full-Time Temp/Casual Hourly LHCPHY December 13, 2013
School of Law - Hire Exempt Staff Full Time LHEXFT December 13, 2013
School of Law - Hire Exempt Staff Part Time LHEXPT December 13, 2013
School of Law - Hire Fiscal Year Faculty LHFYFY December 13, 2013
School of Law - Hire Fiscal Year Faculty - Grant Funded ZHFYFY December 13, 2013
School of Law - Hire Operating Staff Full Time LHOSFT December 13, 2013
School of Law - Hire Operating Staff Full Time - Grant Funded ZHOSFT December 13, 2013
School of Law - Hire Operating Staff Part Time LHOSPT December 13, 2013
School of Law - Retiree with Benefits LHRBEN December 13, 2013
School of Law - Retiree with Pay and Benefits LHRBPD December 13, 2013
Labor Distribution Changes    
One Effective Date 1LDCHG November 9, 2006
Two Effective Dates 2LDCHG November 9, 2006
Three Effective Dates 3LDCHG November 9, 2006
Percent Change LDCHG% November 9, 2006
Move EPAFs    
Using Move EPAFs   January 1, 2005
Move to Academic Year Faculty *MAYFY July 16, 2013
Move to Exempt Staff Full Time *MEXFT July 16, 2013

Move to Exempt Staff Percent Time

(75%-99%)

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

Move to Operating Staff Percent Time

(75%-99%)

*MOSPT July 16, 2013
Non-Paid EPAF's    
Hire Emeritus Faculty *HEMER June 13, 2011
Hire Non-Paid *HNPAY November 9, 2006
Non-Paid Termination *NPTRM December 28, 2007
Status Jobs    
Commonly Used Forms for Status EPAFs   May 22, 2007
Suffix Assignment for Status Jobs   May 22, 2007
Status EPAFs    
Hire Academic Year Faculty *HAYFY July 16, 2013
Hire Fiscal Year Faculty *HFYFY October 11, 2013
Hire Exempt Staff Full Time *HEXFT October 11, 2013
Hire Exempt Staff Part Time *HEXPT October 11, 2013
Hire Operating Staff Full Time *HOSFT July 16, 2013
Hire Operating Staff Police Full Time UHOPFT May 22, 2013
Hire Operating Staff Part Time *HOSPT July 16, 2013
Terminate Status Employees *STERM April 23, 2015
Hire Student Exempt-Non FLSA *HSENF November 22, 2010
Allowances & Gift Taxation    
eDevice Cell IPad Allowance *HAPSS Cheat Sheet   June 18, 2014
Transition Allowance *HAPSS Cheat Sheet   November 4, 2009
Transition Allowance *HCPEX Cheat Sheet   November 4, 2009
Gift with Tax GIFTAX Cheat Sheet GIFTAX October 22, 2010

 

Payroll Processing
Approving Time (PHADSUM) December 20, 2005
Payroll Labor Redistribution (PHAREDS) April 19, 2013
Summary for Positive Time Entry (PHATIME) December 20, 2005

 

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
Bonus Payments BNEARN, BONPAY, UBONPY June 9, 2017
Special Payments *DEFER, SIPPAY, *AWARD, UNJPCA June 9, 2017
Special Payments - Vacation and Earned Time Payout VACPAY, ETTVPO December 30, 2013
Legal Settlements SIPPAY November 22, 2013
PEAEMPL Entry EPAF PEAENT June 30, 2003
Workers Compensation LOAWKC, LOARET, LOARPD, LOANWC January 25, 2010
Benefits Extended Job Entry BENEXT April 2, 2012
PEAEMPL Adjustments - Hr Use Only PEAADJ May 8, 2008
Compensation Entry - Hr Use Only NWACOMP December 13, 2010
Leave Processing    
Leave EPAFs LOACAN, LOADEP, LOAIND, LOAINS, LOAPDF, LOAPDH, LOASFS, LOASHS, LOAPML, LOAUML, LOARET, LOACYR, LOAPDH March 11, 2013
Partial Leave Processing    
Partial Leave Flow Chart - Exempt   August 18, 2010
Partial Leave Flow Chart - OS   August 18, 2010
Partial Leave Flow Chart - Exempt Convert to Non-Exempt   August 18, 2010
Partial Leave CYA Benefit Eligible Staff LPCYEX January 21, 2012
Partal Leave CYA Benefit Eligible Staff Return LPCYER July 14, 2009