terminating an employee job - human resourceshr.wayne.edu/help/epaf/epaf_orgcds.pdf · terminating...

Job Aid

Check-Home-Timesheet Organization, ORGCDS

Changes to Check-Home-Timesheet Organization, ORGCDS Version 1.2

Wayne State University -1- March, 2008

CHANGE TO CHECK-HOME-TIMESHEET ORGANIZATION, ORGCDS

ORGCDS is the Approval Category used for making corrections and changes to an employee’s Check, Home, or Timesheet Organization. In this module, we will:

• Define ORGCDS. • Discuss the overall process for completing the ORGCDS transaction. • Identify the documentation requirements for a ORGCDS transaction. • Perform the steps to complete the ORGCDS EPAF transaction.

The overall process for the ORGCDS transaction appears below.


DOCUMENTATION There are no University-Wide documentation or scanning requirements for Check-Home-Timesheet Organization changes. However, your internal processes may require documentation for the ORGCDS transaction. Please refer to your internal processes for information about ORGCDS documentation requirements.

The specific steps for completing the ORGCDS EPAF transaction appear on the following pages. STEP 1 Sign On Compile any documentation related to the ORGCDS transaction. 1) Login to Pipeline at Pipeline.wayne.edu.

2) Click the Employee tab.



3) Click Employee Self Service

4) Click More Employee Services

5) Click Electronic Personnel Action Forms.

6) Click New EPAF.

The New EPAF Person Selection screen appears.



STEP 2 New EPAF Person Selection

1) Enter the employee’s Banner ID or Access ID and TAB to the Query Date field.

NOTE: Always check to be sure you have entered the appropriate ID! NOTE: Do NOT mistakenly click the Generate New Person icon.

2.) In the Query Date field, enter the effective date — the date of the first pay of the pay period in which the ORGCDS transaction is created and press TAB.

NOTE: Your entry in the Query Date field reflects when the new timesheet is available. If you do not enter the beginning of the new pay period, the employee will have two timesheets for that pay period. NOTE: You canNOT create an ORGCDS transaction until the employee has been paid at least once so that there is a Last Paid Date for the assignment.

3) Click the down arrow at the right hand of the Approval Category field and select Check-Home-Timesheet Orgns Codes, ORGCDS.

4) Click Go.

The New EPAF Job Selection screen appears.



STEP 3 New EPAF Job Selection

1) Under Existing Jobs, click the Number and Title of the assignment for which the Check, Home, or Timesheet organization will change.

NOTE: Do NOT enter anything under “New Job.”

The Electronic Personnel Action Form screen appears.

NOTE: You will receive an error if you haven’t set your default routing queue. Follow the prompts to do this and then continue with the transaction.




STEP 3 Electronic Personnel Action Form

1) Scroll down until all fields under Check and Home Organization Code Changes and Timesheet Organization Code Change are visible.

Check and Home Organization Code Changes and Timesheet Organization Code Change

1) For changes to the employee’s Check Distribution Organization, enter the new

Distribution Orgn under New Value and press TAB.

2) To make a change to the employee’s Home Organization, enter the new code in the Home Organization field under New Value and press TAB.

3) To change the employee’s Timesheet Organization, enter the new organization code in the Timesheet Orgn field under New Value.

4) Scroll down until all fields listed under Routing Queue are visible. NOTE: You do not have to change all three fields.


STEP 4 Routing Queue

1) If necessary, for the current transaction only, enter additions to the required approval (review) levels.

NOTE: If more than 9 Approval Levels are required, click Save and Add New Rows and enter the additional approval level information.

2) If necessary for the current transaction, under User Name, select the AccessID

for the approver in your S/C/D.

3) If necessary, for the current transaction only, enter the Required Actions for any additional approval levels in your S/C/D.

4) Scroll down until the Comment box is visible.



STEP 5 Comment

1) Enter any comments pertaining to the current transaction in the Comment box. For example, “Error in check distribution – not updated when employee transferred.”

2) Click Save.

STEP 6 Correct Errors

If there are errors, you will get a notice specifying that errors have occurred. This notice will indicate the type of error. If you have errors, go to the sections and fields where errors have occurred and make the required corrections. Then, click Save again.

NOTE: You MUST click Save after correcting errors.



STEP 7 Submit the Transaction

1) Click Save. 2) Click Submit.

Once the transaction has been successfully submitted, it will then be in the Queue, pending approval. NOTE: You MUST click Submit to place the transaction in the Approval queue.

3) At the bottom of the screen is the Transaction History section. This section

shows when the transaction was created and submitted, and by whom.



Once the transaction is submitted, the Originator Summary History indicates that its status is Pending. This means it’s moved up the routing queue and is ready for the next required action.

To review the transaction, update it, or make changes if it’s returned for correction, click the name or transaction number. This will display the transaction in its entirety.



When a transaction is submitted, the “Current” Approver Summary shows that there is a required action that needs to be completed. In this example, the required action is Approve. The Approver can click the Name of the individual to preview the transaction.




By previewing the transaction, the Approver can review the data for accuracy and ensure that any required documentation has been provided. He or she can Approve the transaction and move it up to the next level in the approval queue, or Return for Correction if there are errors the Originator needs to correct.

Other options include Disapprove and More Info. Do NOT use Disapprove unless you do NOT want the transaction to occur at all. More Info indicates More Information. Use this if you want to indicate that you are gathering more information prior to making your decision. This completes the ORGCDS module. In this module, we:

• Defined ORGCDS. • Discussed the overall process for completing the ORGCDS transaction. • Identified the documentation requirements for a ORGCDS transaction. • Performed the steps to complete the ORGCDS EPAF transaction.

terminating an employee job - human resourceshr.wayne.edu/help/epaf/epaf_orgcds.pdf · terminating...

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