A Special Assignment Payment Form is a one-time payment for additional work or a project performed, and is to be paid out at the completion of the assignment.
Table of Contents
How to Submit a Special Assignment Payment Form
To access the form:
- Log in to Self-Service Banner.
- Select the Submit Electronic Forms link on the Employee tab.
Fill in the information in the Employee Information section of the form.
- Banner ID (if known).
- Name and Address (if Banner ID not known).
- New or Current Employee.
- Employee Type.
- Managerial
- Faculty
- Professional
- Other
Fill in the Request Details.
- Total Compensation (Total amount being paid).
- Total Hours Worked on this Assignment.
- Employee's Normal Work Schedule (Note: Example given is M-F 8-4).
- Dates of Proposed Additional Service
- Begin Date
- End Date
- Department Assignment/Duties
- Provided For (Department Name).
- How will services performed differ from normal position/responsibilities?
- Additional Responsibilities will be/were performed:
- Outside normal work hours
- Other
Fill in the Funding Source (FOAPAL).
- Fund
- Org
- Account (pre-populated)
- Prog
- Is this a recurring assignment?
Additional Info: Attach any needed documentation for an employee without a Banner ID (W-4, I-9, Direct Deposit form).
Approvals:
- HR SAP Administrator
- Supervisor or Director of Program/PI: Search for the supervisor/director or PI for grant-funded assignments.
- Dean (if applicable).
- Division Head: Select from drop down.
Submit Form.
Note: If you do not know the Banner ID, leave it blank. Enter the name and address and then attach any needed documentation under Additional Info. HR approver will assign a Banner ID once they receive the completed request.
Note: If funds are not available, please submit a paper budget transfer to the Budget Office or contact the Office of Sponsored Programs (for Grant-Funded).
Once the form is submitted, a string of emails will be triggered.
- The Submitter will receive an email confirming the submission and recapping the form information.
- The HR approver will receive an email with the form information, directing them to the Approval portal.
- If no Banner ID submitted, HR approver will assign prior to approving in system.
- Once it has been approved by the HR approver, the Budget or OSP Approver will receive an email, directing them to the Approval portal.
- OSP approver will enter the Position/Suffix for grand-funded.
- Once the Budget/OSP Approver has approved, the Supervisor/Director of Program or PI will receive an email, directing them to the Approval portal.
- Once the Supervisor/Director or PI has approved, the Dean (if the Dean was included in the submission) will receive an email, directing them to the Approval portal.
- Once the Dean (or Supervisor/Director or PI) has approved, the Division Head will receive an email, directing them to the Approval portal.
- Once all approvals have been obtained, the Submitter will receive an email directing them to follow a link and verify that the work has been completed. Once this has been done, the EPAF will be created.
Originator and Approver Summary
For the submitter to resend the approval email or for the approver to see all pending and approved electronic forms, please see: Banner Electronic Forms: Submitter and Approver Information.
Cancellations & Re-submissions
- If a Submitter wants to cancel a request, there is a Cancel button located on the Originator Summary screen.
- If at any time the submission is NOT approved, the Submitter will need to resubmit a new request with any updated information.