ePAF Approver
Approver-An Employee whom has received the EPAF and has been assigned to review the document and then make the appropriate action of Approving, Returning for Correction, to Disapproving the EPAF
Requesting Access
- Enter your information:
- Rocket #
- First Name
- Last Name
- UTAD Username
- Request (1 request for each of type of access)
- Originator
- Approver
- Click Next
- What access do you need?
- Student-Mgmt or Change Supervisor (Staff)鈥攕hould be a Manager
- Students-Exec鈥攕hould be an Executive
- GA鈥檚-Dept Chair鈥擲hould be the Department Chair
- GA鈥檚-Dean/Business Manager鈥擲hould be the Dean/Business Manager Designee
- PI (Principal Investigator鈥� Should be the Principal Investigator via UT policy)
- Grants Acct鈥�ONLY those in Grants Dept or Grants Analyst
- 叠耻诲驳别迟鈥�ONLY Controllers Only Org #106250
- Do you want an email receipt of your responses? If yes, then check the box
- Click Submit
approving an ePAF Summary
- You will receive an email that you have an EPAF that needs your approval.
- Click the link 鈥淧lease click here鈥︹赌�
- See heading How to Approve
- If you don鈥檛 see the email then follow the next step
Approving the EPAF
-
- Log in to Personnel Action (utoledo.edu):
- Click on Approver Summary
Sign in with your organization account
-
- User name
- Password
- Click 鈥淪ign in鈥�
.
听
How to Approve
- Click on the name
- Review the details
- Is the information correct?
- Yes, click on 鈥淎pprove鈥�
- No, Click on 鈥淩eturn for Correction鈥�
听
Setting Up a Proxy Approver
*NOTES*:听Only an Approver can be set-up a Proxy
Setup
1. From the EPAF Menu听听select 鈥淎pprover Summary鈥�
听
2. Log in with your UTAD credentials
3. From the Employee Self-service page Select 鈥淯pdate Proxies鈥�
听
4. Select the 鈥淎pproval Level鈥� (i.e. Leave of Absence, LOA)
5. Click on 鈥淕o鈥�
听
6. Search for the name in the list in the drop down box.
NOTE:听 only those employees who have been tied to the approver level will be in the list
7. Select the name by left clicking on the name
8. Click 鈥淎dd鈥� by clicking in the box
9. Click 鈥淪ave鈥�
Approving as a Proxy
- From the EPAF Menu听听鈥滱ct as a Proxy鈥�
听
听
2. In the drop down box 鈥淧roxy For鈥�
-
- Left click on the name that you are 鈥淧roxying for鈥�
- Click on 鈥淕o鈥�
- Follow the steps in 鈥淎pproving the EPAF鈥�
