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Form Key
1. EmplID
An eight-digit number automatically assigned by PeopleSoft. It is used as the unique identifier for each person.
2. Effective Date
The date (mm/dd/yyyy) the individual officially starts a courtesy appointment.
3. Prefix
Select the appropriate check box.
4. First Name, Middle Name, Last Name, Suffix
The legal name of the individual as it appears on the Social Security Card. If entering an initial for the middle name, do not enter a period. Note: The use of upper and lowercase letters as well as any punctuation indicated on the Social Security Card is important for data entry.
The following are the correct ways to record names on a PAF:
| Name | Format (in PeopleSoft) |
|---|---|
| David H. Jones | Jones,David H |
| David Hightower Jones | Jones,David Hightower |
| David Hightower-Jones | Hightower-Jones,David |
| David H. Jones, Jr. | Jones Jr,David H |
| David H. Jones III | Jones III,David H |
| David H. O'Neill | O'Neill,David H |
5. Date of Birth (MM-DD-YYYY)
Enter the individual's date of birth.
6. Gender
Select the appropriate check box.
7. Home Address (Local Address)
Enter the address provided by the individual.
8. Mailing Address (Only provide if different than above)
If different than the home address, enter the address provided by the individual.
9. UM Work Address (Required)
For an individual with a campus address, enter the room number, building name, and phone number.
Format: 130 Heinkel Bldg.
For an individual with an off campus address, enter the street, city, county, state, and zip code.
Format: Hwy 63 South, Columbia, MO 65211, Boone
Telephone Numbers
Enter the individual's home telephone number and work telephone number with area code.
Format: 573.882.0000
10. Action
Field is pre-populated on the PAF. HIR (Hire) establishes a courtesy or volunteer appointment.
11. Reason
Select the appropriate check box to indicate either courtesy appointment (CAP) or volunteer (VOL).
12. Expected Job End Date (If Applicable)
To automatically terminate the appointment, enter the expected job end date (mm/dd/yyyy).
COLUM: Use when the end date of the courtesy appointment is known. Columbia uses this field to automatically terminate an employee.
KCITY: Use as appropriate.
ROLLA: Do not use this field.
UMSYS: Use when the end date of the courtesy appointment is known. If a date is not specified, courtesy appointments will terminate in one year.
13. Business Unit
The five character code that identifies the courtesy appointment's "host" campus/business unit. Options include COLUM, HOSPT, KCITY, ROLLA, STLOU, UOEXT, UMSYS, and UWIDE.
14. Department
The 6-10 digit alphabetic code that identifies the department or sub-department that is establishing the courtesy appointment.
COLUM: Use the HR Dept Security Tree feature (under the PS HR Search Options menu item) in to identify the department.
ROLLA: Use the HR Dept Security Tree feature (under the PS HR Search Options menu item) in to identify the department.
15. Job Code
The four-digit code (e.g., 7910) of the title that best describes the individual's affiliation with the University.
For volunteers always use 9996.
When preparing a PAF, make sure the job code is authorized for use on the campus by referring to the Job Code Lookup (under the PS HR Search Options menu item) in .
16. Benefit Status
Field is pre-populated on the PAF. Temporary is the only benefit status for a non-employee appointment.
For additional information, refer to HR policy HR-101 Employee Status.
17. Empl Class
Field is pre-populated on the PAF. Non-Emp is the only empl class for a non-employee appointment.
18. Pay Group
Field is pre-populated on the PAF. NEN (non-employee, not paid) is the only pay group for non-paying appointments.
19. Empl Type
Field is pre-populated on the PAF. H (hourly) is the only empl type for a non-employee appointment.
20. Working Title
Only use this field to capture a title that is different that the title associated with the job code. If the title associated with the job code is sufficient, then leave this field blank.
21. Benefit Program
Field is pre-populated on the PAF. DBP (Default Benefit Program) is required for data entry purposes.
22. Comments
Use this space for special notes to assist in processing the PAF. Clarification of details should be documented in this section.
23. Authorizations
Signatures as defined by the Delegation of Authority in HR policy HR-201 Authorization for Personnel Action.
Reviewed 2019-08-05