Part III - UNM Finance: Practical Applications

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Standard Accounting Resource Manual (SARM)

MSC 0000 00
1 University of New Mexico
Albuquerque, NM 87131

Creating an EPAF in Lobo Web

1.  Log on to my.unm.edu.

 

2.  Select "Enter LoboWeb."

EPAF Photo 2

 

3.  Select Electronic Personnel Action Forms.

EPAF Photo 3

 

 4.  Select New EPAF.

EPAF Photo 4

 

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

EPAF Photo 5

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.

EPAF Photo 6

 

7.  Hit Go.

EPAF Photo 7

 

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

EPAF Photo 8-1

 

EPAF Photo 8-2

 

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.

EPAF Photo 9

 

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

EPAF Photo 10

 

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.

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

EPAF Photo 12

 

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

EPAF Photo 13

 

14. Hit Save.

 

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

EPAF Photo 15

 

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

EPAF Photo 16

 

 17.  Exit the screen.