Creating an EPAF in Lobo Web

1.  Log on to my.unm.edu.

 

2.  Select "Enter LoboWeb."

Enter Lobo Web Graphic

3.  Select Electronic Personnel Action Forms.

Select Electronic Personnel Action Form

4.  Select New EPAF.

 Select New EPAF Graphic

5.  The new EPAF screen will appear and all fields will be blank.

New EPAF Screen graphic

6.  Enter the employee Banner ID, hit tab, and change the query date to the 1st of the month. Select "Labor Distribution Change HSC/Main Unrestricted in the Approval Category field.

Enter the employee Banner ID

7.  Hit Go.

Hit Go Graphic

8.  Select the employee's primary job and hit Go.

Select the employee's primary job and hit Go

Select the employee's primary job and hit Go

9.  The Action Form screen, where changes will be entered, appears next. This screen will list the current index/account code(s) for the employee's salary.

The Action Form screen

10.  In the Labor Distribution Change section confirm that the effective date is the date you want the change to be effective.

confirm that the effective date Graphic

11.  Enter "U" in COA. Enter the new index and account code (e.g., 2020). Then enter the percent of the salary that should post to that index. Some employee's salaries are split between numerous indices.  Note: Percentage total must be 100.

Graphic

12.  Enter names in the approval routing que if needed. Then select the applier.

Enter Names

13.  Enter a comment that states the reason for the redistribution. This is required.

Enter comment graphic

14. Hit Save.

 

15. Once the screen saves, hit "Submit" at the top or the bottom.

Hit Submit graphic

16.  Ensure that the transaction has successfully submitted. A message to this effect will show near the top of the screen.

Ensure Transaction Submitted Graphic

 17.  Exit the screen.