Electronic Approval Routing Set-up (NTRROUT)
Before using any of the Electronic Approval (EA or EPAF) processes, users must establish default routing settings (which
areas/departments and to which users each submission should be routed). These settings can be entered either in the
NTRROUT form in Banner or the EPAF Default Routing Queue page in UAOnline.
Note: In order for your electronic approval (EPAF) requests to route properly, all of the approver levels and
required actions for each approval category (SMA, OOCST, LBRCHG, etc.) must be setup via NTRROUT or
UAOnline as listed. Even though your department may not actually route approvals through some of the
approver levels (e.g. GRANTS, FINAID), your EPAF will not be submitted if the mandatory levels have not been
setup in NTRROUT.
Once the routing for each EA is established, the selected user ID(s) will default into each electronic approval process
submitted by you, the user. This initial setup must be performed for each approval category to avoid "Routing" set-up
error messages when submitting an electronic transaction.
Routing setup instructions for Banner and UAOnline are listed below, followed by the mandatory and optional settings
for each EA approval category. Follow the instructions for each approval category code that you use.
Continuing Student Assignments / Labor Distribution Changes / On/Off Contract (<12-month) / Terminations
NTRROUT - Electronic Approval Routing Rules
The NTRROUT form in Banner allows you to establish the necessary routing for the Electronic Personnel Action Form
(EPAF) for specific approval categories. The form also allows you to setup the approval or notifications required for your
individual department.
Access Banner PROD and type NTRROUT in the “Go To:” box. Hit Enter. In the User ID fields, your Banner user ID and
name will automatically populate. Enter the appropriate approval category code and then select Next Block (Ctrl + Page
Down).
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Rev. 4/16/15
pproval is dessigned with mandatory
m
app
proval levels.. The mandattory levels mu
ust not be rem
moved or
Each electronic ap
changed. Only ind
dividual user ID assignmen
nts can be asssociated with the approveer levels; the o
only exception
n is the
“APP
PLY,” which do
oes not require a specific user
u ID.
Based on your MA
AU HR require
ements and/o
or your deparrtmental needds, you can seetup addition
nal routing deefaults for
each approval cattegory you use (e.g., if your fiscal officer must approove job changes, you can add their userr ID in the
“FO” level with a required actio
on of “Approvval”).
To seetup any additional routingg defaults forr the approval category, tyype the Appro
over Level in a new row off the Level
Codee field. You caan also selectt the down-arrrow to search the listing oof level codess.
In thee User ID field
d, type in the
e user ID of th
he individual who
w should reeceive the eleectronic apprroval for that level. If you
do no
ot know the user’s
u
ID, sele
ect the down--arrow at the top of the coolumn and select the appropriate user ffrom the
drop-down list. The user’s ID and
a name will then defaultt into the foll owing field.
In thiss example, the “Update
“
Labor Distribution,
D
LBR
RCHG” approvall category was sselected. Once tthe user
proceeded into the fo
orm, the Approvval Queue was automatically
a
po
opulated with thhe mandatory aapproval
of “99 - (APPLY)…” and a Requirred Action of “A
Apply.”
level o
In thee Required Action field, se
elect what typ
pe of action the user mustt perform -- either “Approvve” or “FYI”, b
based on the
transsaction type outlined
o
at the end of this document. Do
D not select “Apply,” whiich is reserved strictly for tthe “99 APPLLY…” level.
Oncee you have de
esignated a usser ID for each of the levells, Save the reecord(s). You
ur NTRROUT setup will be saved and
used for all future
e entries for the approval category
c
you selected.
UAOnline - EPAF Default Routing Queue
The EEPAF Default Routing Queue page in UA
AOnline allow
ws you to estaablish the neccessary routin
ng for the Electronic
Perso
onnel Action Form (EPAF) for specific approval categgories. The foorm also allow
ws you to settup the appro
oval or
notiffications required for your individual de
epartment.
Login
n to UAOnline
e and select the following menus:
• Employee
e Services
• Electronicc Personal Acttion Forms
• EPAF Approver Summaary OR EPAF Originator
O
Summary
• Default Ro
outing Queue
e (located in the
t page footter)
EPAFF Default Routting Queue
Selecct the approp
priate approvaal category from the drop--down list andd select Go. A
Any mandato
ory Approval Level(s) and
Requ
uired Action(ss) will default into the Approval Queue fields, and a cconfirmation message will be displayed
d at the
Page 2 of 2
Rev. 4//16/15
om of the pagge. Do not re
emove or chan
nge the mand
datory level ssettings; thesee must be in place in order for an
botto
electtronic approval to be subm
mitted. See th
he example below.
In thiss example, the “Update
“
Labor Distribution,
D
LBR
RCHG” approvall category was sselected. After tthe user
selectted Go, the Approval Queue wa
as automaticallyy populated with
h the mandatoryy approval levell of “99 (APPLLY)…” and a Required Action of “Apply.”
Based on your MA
AU HR require
ements and/o
or your deparrtmental needds, you can seetup addition
nal routing deefaults for
each approval cattegory you use. To setup any
a additionaal routing defaaults for the aapproval cateegory, select aan Approval
Level code from the drop-down box.
In thee next field, type
t
in the usser ID of the in
ndividual who
o should receeive the electronic approvaal for that levvel. If you do
not kknow the user’s ID, select the
t Search ico
on (magnifyin
ng glass) nextt to the field aand select thee appropriatee user from
the d
drop-down lisst. The user’s ID and name
e will then default into thee following fieeld.
In thee Required Action field, se
elect what typ
pe of action the user mustt perform -- either “Approvve” or “FYI.” Do not selectt
“App
ply,” which is reserved stricctly for the “9
99 - APPLY…” level.
S
and Add
d New Rows button
b
when you
y have com
mpleted your default routing settings.
Lastlyy, select the Save
To esstablish the default routingg settings for each Electronic Approval Category you
u use, refer to
o the approprriate
Electtronic Approvval section in the
t followingg pages.
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Rev. 4//16/15
CONTINUING STUDENT ASSIGNMENT PROCESS
SMA – Student Mass Apply:
•
•
•
•
•
Level Code
Req’d Action
APPLY (HR Application)
FINAID (Financial Aid Office)
GRANTS (Grants)
HRCNSL (HR Consultants)
HRTECH (HR Tech)
Apply
FYI
FYI
FYI
Approval
SYA – Student Academic Year Assignment:
•
•
•
Level Code
Req’d Action
APPLY (HR Application)
BUDGET (Budget Approvals)
HRTECH (HR Tech)
Apply
FYI
Approval
SGA – Student Spring Semester Assignment:
•
•
•
SFA – Student Fall Semester Assignment:
•
•
•
Level Code
Req’d Action
APPLY (HR Application)
BUDGET (Budget Approvals)
HRTECH (HR Tech)
Apply
FYI
Approval
Level Code
Req’d Action
APPLY (HR Application)
BUDGET (Budget Approvals)
HRTECH (HR Tech)
Apply
FYI
Approval
SSA – Student Summer Semester Assignment:
•
•
•
Level Code
Req’d Action
APPLY (HR Application)
BUDGET (Budget Approvals)
HRTECH (HR Tech)
Apply
FYI
Approval
** The following additional Level Codes can be added to the Continuing Student Assignment electronic approval with
a Required Action of either “Approve” or” FYI”:
- BUDGET
- FO (Fiscal Officer)
Page 4 of 4
Rev. 4/16/15
LABOR DISTRIBUTION CHANGE PROCESS
LBRCHG - Labor Distribution Job Assignment:
•
Level Code
Req’d Action
APPLY (HR Application)
Apply
** The following additional Level Codes can be added to the Labor Distribution Change electronic approvals with a
Required Action of “FYI” only:
- FO (Fiscal Officer)
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Rev. 4/16/15
ON/OFF CONTRACT PROCESS
(Less than 12 month contracts)
OOCST – On/Off Contract Standard:
•
•
OCTF – On Contract Term Funded:
Level Code
Req’d Action
APPLY (HR Application)
HRTECH (HR Tech)
Apply
Approve
•
•
OOCTF – On Term Contract Term Funded:
•
•
Level Code
Req’d Action
APPLY (HR Application)
HRTECH (HR Tech)
Apply
Approve
Level Code
Req’d Action
APPLY (HR Application)
HRTECH (HR Tech)
Apply
Approve
OFFC – Off Contract:
•
•
Level Code
Req’d Action
APPLY (HR Application)
HRTECH (HR Tech)
Apply
Approve
** The following additional Level Codes can be added to the On/Off Contract electronic approvals with a Required
Action of either “Approve” or “FYI”:
- BUDGET
- FO (Fiscal Officer)
Page 6 of 6
Rev. 4/16/15
TERMINATION PROCESS
TERM- Job Assignment Termination:
•
Level Code
Req’d Action
APPLY (HR Application)
Apply
** No additional Level Codes can be added to the Termination electronic approvals.
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Rev. 4/16/15