Changing the Funding Source

A few things to note

Use the Payroll Appointment Form (PAF) if the need arises to change the funding source during an appointment. 

  • It is not necessary to submit a separate PAF for each funding source. 
  • It is not necessary to end an appointment then re-appoint in order to change the funding source.
  • A funding change can be made without affecting other terms of the appointment. However, if at the same time as a funding change the appointment is also being extended or changes are being made to the employment terms (e.g. a decrease in the number of hours worked, a change to the rate of pay or a substantive change in job duties), a new SFU Offer of Employment or a Notification of Change in End Date letter may be required. In this case do not check the “Funding Change Only” box on the PAF. See Appointing.
  • Research Accounting and/or Finance approves funding change requests then sends to PAF to Payroll for processing.
  • If the change in funding source(s) affects the Supervisor’s ability to employ the RA, the contract must be ended early. See Concluding.

 

How to complete the PAF to revise the funding source(s)

To change the funding source(s) during an appointment period, complete pages 1 and 2 of the PAF.

Check:

"Funding Change Only" box at the top to indicate you’re only making a change to the funding source.

Enter:

New funding source information and the revised dates to end those sources on the table on page 2 in Section 3.

Changing the funding source end date on the current funding source does not affect the appointment end date, it indicates when the charges to that funding source end – which needs to match with the date the new funding source will begin.

If there are also significant changes to the employment terms e.g. increase or decrease in the number of hours worked, change to the rate of pay or a change in job duties, a new contract is likely required. See Appointing to initiate this. In this case do not check the “Funding Change Only” box.

If the change in funding source(s) affects the Supervisor’s ability to employ the employee, the contract must be ended early. See Concluding to initiate this.

 

Where to submit the PAF to change funding source(s)

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