FOAPAL Change

Type Initiator Guide
Category Faculty and Staff Assignments
Updated 8/7/2017
Support HRIS@usfca.edu

Definition

This FOAPAL Change (FOAPAL) guide applies to the designation of a new account funding from which an employee’s pay is deducted (i.e. if any of the FOAP fields in an employee’s assignment are modified). If the change to the employee's FOAP is retroactive, please refer to the EPAF guide for Employee Adjustments. For all EPAF guides, refer to the Information for EPAF Users web page.

Deadlines

Generally, EPAFs must be submitted about two weeks before the end of a pay period. Adhere to the EPAF Approval Deadline column of Payroll's Pay Schedule table to ensure timely and accurate payroll for employees. EPAFs submitted after the deadline will be paid on the next available pay period. For a special check request, please contact Payroll.

Instructions

1.
  • Log into myUSF
  • Click on the EMPLOYEE button in the Self-Service box, which enters you into Banner
  • Under the Employee tab, select EPAFs
  • Then select New EPAF
  • Enter the employee's CWID
2. Define Employee, Jobs Effective Date, and Approval Category.
3. In the Jobs Effective Date field, enter the current Pay Period Start Date.
4. From the Approval Category menu, select FOAPAL Change, FOAPAL and click Go.
5. Select the Position Number and Suffix that is to be modified.
6.

Enter Main Job information. For each field, compare Current Value to New Value, and only update those that have a change in value.

Field Enter
Jobs Effective Date Current Pay Period Start Date
Job Change Reason

FOAP (pre-populated)

Fund, Organization, Account, and Program

New FOAP values as needed. If FOAP is split into two, indicate the percent accounted for each FOAP (total must equal 100 percent).

7.

Define Approval Routing Queue. In the Routing Queue section, enter designated EPAF approvers as follows:

Approval Level User Name

20 – DEPMGR

30 – DIVAPR

determined by department
35 – HR MGONZALEZ5
90 – HRIS HR_EPAF_APPROVE
99 – FINPAY HR_EPAF_APPROVE

NOTE: manually enter the level for Grants if this is a Grant Funded position.

8.

In the Comments section, enter relevant information as needed.

9.

Click Save and then click Submit.

10.

Once you submit the EPAF, monitor your e-mail for one of the following:

  • Confirmation that your EPAF has been "Completed Successfully."
  • Notification that the EPAF has been "Returned for Correction." If returned, revisit the EPAF in your EPAF Originator Summary, make the correction(s) specified in the Comments section, then click Save and resubmit.