EPAWEB PERSONNEL ACTION SYSTEM USER GUIDE
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Appointment Data Change

This action is used to update or correct the following appointment data for any EPA classified employee:

·      Working Title

·      Base Dept.

·      Check Dept.

·      Visiting

NOTE:  This action is not used to update or correct Rank Code information. Please use the Rank Change action to accomplish this type of change.

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Screen shot and field descriptions

Field Name

Description

Format

Effective Date

Date that the action is to occur in the payroll system.

MM/DD/YYYY (ex. 01/31/2005)

Working Title

This is the overall title for the employee.

Text (ex. Professor/Chair or Special Proj. Officer & Associate Director)

Base Dept

A four digit number for departments, centers, professional schools and any other academic units to which a specific dept number has been assigned.

* 1234

Visiting

If primary appointment is less than one (1) year, this must be checked yes; except for students
For students (rank code 20-29), this should always be No

Y = Yes
N = No

Clinical Pay

A one-time payment for the portion of the Clinical Pay that is determined by reviewing clinical performance in accordance with the Clinical Compensation Plan. Can be awarded up to four times a year.

Y = Yes
N = No

Check Dept

Department to which paycheck and all payroll reports should be sent.

* 1234

Tenure Status

Faculty ONLY( not required for non faculty and student ranks) – status of position

 

Tenured – New appointments with Tenure are typically reserved for Professor appointments and in some occasions Associate Professors could be appointed with Tenure.

 

On Tenure Track – applies to those appointments that are on track to eventually receive tenure.  Associate and Assistant Professors are typically appointed in the tenure track.

 

Not on Tenure Track – applies to the Faculty ranks of

Lecturer and Instructor as well as Fixed Term Faculty

ranks such as Clinical Professor or Research Associate Professor for example.

 

Retired – This code should be used for an appointment of an individual that is an official retiree of a previously held appointment that participated in the state or optional retirement plan that is returning back to work and that is not in the Phased retirement program.

 

Phased Retirement – This code should only be used for individuals that are being reemployed as a participant in the Phased Retirement program after official retirement from their Faculty appointment.

*

T = Tenured
N = On Tenure Track
Z = Not On Tenure Track
R = Retired
P = Phased Retirement

UNC P&A

Clinical Faculty that are members of UNC Physicians & Associates (P&A) receive certain supplemental fringe benefits in addition to the basic fringes received by all UNC-CH EPA faculty. This option is only available to individuals that hold faculty ranks in the Health Affairs – School of Medicine departments.

Y = Yes
N = No

1st EPA

Date first appointed as EPA faculty or non-faculty position. Does not including student appointments

MM/DD/YYYY (ex. 01/01/2005)

Perm/Temp: Permanent

If the duration of the appointment is less than twelve months or if the appointment is coded as visiting, code as temporary.

*

P = Permanent
T = Temporary

Funding Contingency

The continuation of employment is contingent on the continued availability of funds

Y = Yes
N = No

Dental Faculty Practice Plan

Faculty only with Base Rank dept number 43xx must have this entered (School of Dentistry)

Y = Yes
N = No

Service Period

This code applies to the appointment service time and how they are paid.

 

9 month faculty appointments are when the faculty are hired for the academic year but paid over 12 months. 

 

12 month appointments are when Faculty or EPA Non Faculty are working 12 months per year.

 

1 semester is used for students that are employed for only one semester where salary is paid over 9 biweekly pay periods.

 

2 semesters is used for students that are employed for two semesters where salary is paid over 26 pay periods.

*

1 = 9 Month
2 = 12 Month
3 = 1 Semester
4 = 2 Semesters
5 = Other (specify)

Pay Cycle: Monthly

Time interval that employee is to be paid.

*

B = Bi-Weekly
M = Monthly
S = Summer School

Comments

open field for justifications

Free form entry

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Business Rules

 If working title changes in rank (i.e. Associate Professor to Professor), a rank change must be done also.

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Routing Rules

Approval/notification routing for actions prepared in the EPAWeb Personnel Action System is determined by:

·      What type of EPA appointment the employee has.

·      What type of action is prepared, which department initiates the action (for employees with joint appointments).

·      How routing is setup for the department(s) involved.

For more detailed information on approval/notification routing, click here.

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