Ask the Experts: HR PeopleSoft February 10, 2021

We will be recording this session.

Topics• Top Issues

1. Components of Pay job aid on website2. Concur from last week: Delegates cannot create delegates3. Comp Rate Calculation showed $0 for some – fixed, need to withdraw and

start new ePAF4. At Norman, the FTE of Pooled Positions

a) Will not affect GA health insurance this semesterb) Will not affect tuition waivers – contact Grad College with questionsc) Find them all in this query OUDR_Employee_Distributions

• Review• Logging in• Navigation • Viewing ePAF Security• Add Pays Cannot Go to Employees on Other Campus

• Getting Help

Wrong FTE on Pooled Position• There is FTE on Job Data and FTE on Position Data

• In legacy data these are out of sync for many employees in pooled positions clean-up by ePAF

• The ePAF will show the FTE from the Position Data• If this Position FTE is not correct for the employeeTwo Choices:

1. On the ePAF, choose the option to change the FTE for the pooled position (this affects everyone in the position)

OR 2. Transfer the employee to a different position number with the correct FTE

• NOTE: Do not backdate the above change!• ALERT: An ePAF with 0 FTE will be recycled. One of the choices above must be

made to correct it.

*Before 2/10, there was an ePAF error for position number FTE. If HR recycled/denied an ePAF and said to start a new one, please do that.

Funding Changes• Can now use previous pay period as effective date• Change funding twice on same effective date? – Update coming• Stand alone funding change form – Update coming• Funding segment in Hire form – By 2/19

Unpaid Persons• Use the ePAF• Use a job code in the Unpaid Employee Group• SSN required (for internationals, contact Anny Stapp for temp SSN)• Birth date required• Required forms for new Unpaid Person

• Personal Data Form, Confidentiality Form (attach to ePAF)

• Clean up data for existing Unpaid Persons in Norman• Do a transfer for the Unpaid Person. Choose create new position #.• This will add your department to the person and give them a position #.

• Process for cross-campus appointments (unpaid) coming soon.

https://www.ou.edu/compassproject/

Navigation: Payroll Reports & Extracts1. 2. 3. 4.

Navigation: Queries1. 2. 3. 4.

Review ePAF Security• OUDR_EPAF_PRIMARY_SECURITY:

• Security for most users is fully described by this query• PS system-wide security

• OUDR_EPAF_SECURITY_OVERRIDE: • Specialty situations in central offices • Allows user to initiate and search in more or fewer HR Dept IDs than in their primary security

• OUDR_EPAF_WORKFLOW_OVERRIDE: • Specialty situations in central offices • Allows user to serve in a role for more or fewer HR Dept IDs than in their primary security

ePAF: Return to Search Results

ePAFsSave vs. Submit button inside forms

The Save button is a new feature that was much requested by users. The Save button saves your work, but does not submit the form. You can find the ePAF to continue working on it in the Update link. The Submit button, submits your form and sends it through the approval workflow. Once it’s submitted, you can find the form in the View link.

Add Pays• You could prepare in one area,

but use workflow in a different dept

• These two fields should be the same area

• No paying Add Pay for employees paid on the other campus

• A web site with information about the project is available at: ou.edu/compassproject

• Questions can be sent to CompassQuestions@ou.edu.

Norman Payroll will be directing ePAF and employee records to HR.

More Information