Setting Up Default Routing Queues

Routing queues define the approval path an Electronic Personnel Action Form (EPAF) will take once an it is submitted for approval. Originators can set up a default routing queue for each of the available approval categories (e.g., hire, rehire, change, and terminate), reducing the amount of data entry needed when originating an EPAF. Each time an EPAF is originated using an approval category set up with a default routing queue, the queue is automatically applied to the EPAF. Originators should set up each of their default routing queues before they begin originating any EPAFs.

Navigate EPAF Menu | Setup | Change | Add | Remove | Return to EPAF Menu

Navigate the EPAF Menu

Follow these directions to navigate to and display a default routing queue:

1. From the Electronic Personnel Action Form menu, click EPAF Originator Summary link.
   
2. The EPAF Originator Summary page is displayed. Click the Default Routing Queue link.
   
3. The EPAF Default Routing Queue page is displayed. Click the Approval Category field pull-down arrow and select the desired personnel action (e.g., hire, re-hire, change, terminate) from the list.
   
   
   Note: See the Glossary of EPAF Codes and Fields for more information on approval categories
4. Click the GO button.
   
   Note: A list of mandatory approval levels for the selected approval category are displayed in the Approval Queue section. The list of approval levels in the Approval Level column changes based on what was selected in the Approval Category field. See the Glossary of EPAF Codes and Fields for a list of approval levels. If you don't click the Go button before working with a default routing queue, your changes won't save or worse yet, you may be changing the wrong queue.

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Setup Default Routing Queue

Follow these directions to set up a new default routing queue:

1. From the Approval Queue section, click the Search button to search for the name of the desired Approver/FYI.
   
   
   Note: Although you have the ability, do not type the name of the Approver/FYI in the User Name column. See the Glossary of EPAF Codes and Fields for more information on approval levels.
   
2. The Valid Values window is displayed. Locate and select the Approver/FYI's name from the list.
   
   
   Note: If the approver/FYI's name is not listed, they will need to request access to EPAFs. See Requesting /Resetting Banner Access for more information on.
3. Click the Save button.
   
4. The Approver's name is displayed. Repeat steps 1-3 until each defined approval level has an Approver/FYI associated with it.
5. When you are finished, click the Save and Add New Rows Button.
   
6. A Your change was save successfully message is displayed.
   

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Change Default Routing Queue Approver/FYI

Follow these directions to change an Approver/FYI in a default routing queue:

1. From the Approval Queue section, click the Search button associated with the name of the Approver/FYI you want to change.
   
2. The Valid Values window is displayed. Locate and select the Approver/FYI's name from the list.
   
   
   Note: If the approver/FYI's name is not listed, they will need to request access to EPAFs. See Requesting /Resetting Banner Access for more information.
3. Click the Save button.
   
4. The Approver's name is displayed in the User Name column. Repeat steps 1-3 for each approver/FYI you want to change.
5. When you are finished, click the Save and Add New Rows Button.
   
6. A Your change was save successfully message is displayed.
   

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Add Default Routing Queue Approval Level

Follow these directions to add an approval level to a default routing queue:

1. From the Approval Queue section, click the pull-down arrow associated with the first Approval Level field displaying Not Selected.
2. A list of approval levels are displayed. Select desired approval level from the list.
   
   
   Note: See the Glossary of EPAF Codes and Fields for more information on approval levels.
   
3. Click the Search button to search for the name of the desired Approver/FYI.
   
4. The Valid Values window is displayed. Locate and select the Approver/FYI's name from the list.
   
   
   Note: If the approver/FYI's name is not listed, they will need to request access to EPAF. See Requesting /Resetting Banner Access for more information.
   
5. The Approver/FYI's name is displayed in the User Name column. Click the Required Action field pull-down arrow and select either Approve or FYI from the list.
   
   
   Note: See the Glossary of EPAF Codes and Fields for more information on required actions.
   
6. When you are finished, click the Save and Add New Rows Button.
   
7. A Your change was save successfully message is displayed.
   
   Note: Depending on the number associated with the level (e.g., 25 for FYI), the newly added level may move further up in the list.

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Remove Default Routing Queue Approval Level

Follow these directions to remove an approval level(s) from a default routing queue:

1. From the Approval Queue section, click to check the Remove checkbox for the approval level(s) you want to remove.
   
   
   Note: A mandatory approval level cannot be removed from the list.
   
2. When you are finished, click the Save and Add New Rows Button.
   
3. A Your change was save successfully message is displayed.
   
   Note: The approval level is removed from the list.

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Return to EPAF Menu

Follow these directions to return to the EPAF menu:

1. When you are finished, click the Return to EPAF Menu link at the bottom of the page.
   
2. Note: The Employee Personnel Action Form menu is displayed.