HOW TO COMPLETE THE PAF for RESEARCH ASSISTANTS

The Payroll Appointment Form (PAF) is used to initiate payments to individuals who are not affiliated with a union/membership group and who will hold non-continuing appointments at the university. This form has been modified to allow for the collection of information for Research Assistants who may be eligible for employment status.

  • The form is fillable in Adobe.
  • The PAF is still the form to be used to initiate pay for other Funds, and for those ineligible to join other employee groups – please process as usual.
  • New sections have been added to assist with the creation of employment contracts for RAs.
  • An Authorizing Signature is required for everyone using the form.
  • Email authorizations are also acceptable.  

Note that the PAF must be fully completed in order to be processed. Incomplete forms and/or missing documentation, may result in a delay to the individual’s pay.

WHEN COMPLETE, SEND TO:

  • Financial Reporting Funds (hbray@sfu.ca)
  • Research Accounting Funds (res-acct@sfu.ca)
  • Operating Funds (rp_info@sfu.ca)

EMAIL SUBJECT LINE FORMAT:

Request type, RA last name, first initial Start date of action required e.g. RE-APPOINTMENT, Smith, J December 15 2020

Page 1 – For all non-affiliated grant-funded appointments

Required for creating appointments for any non-affiliated individual. Also required for re-appointing, ending an appointment or changing the funding source for RAs.

Employee Information

CHECK:

  • “New and Re-appointment" if you're creating a new appointment or re-appointing an RA
  • "Revised End Date" if you're just changing an existing RA’s end date. Note that revised end dates are intended to reduce the length of the appointment - to extend an appointment, be sure to use the Re-appointment process.
  • "Funding Source" if you're just changing a funding source
  • “Research Assistant” if the form applies to an RA who is being transitioned as part of this phase (Funds 13 or 30s) - completion of additional pages are required for these RAs, but not for individuals receiving scholarship income as they are not eligible for employment status
  • "Yes" or "No" to indicate whether the RA is eligible for extended health and dental benefits - some grants do not allow for the provision of these discretionary benefits; be sure to check first.

ENTER:

  • RA’s SFU ID if known - leave it blank if the RA is new to SFU.
  • RA’s email, name, department they’ll work in and what title they will hold: choose a title that accurately reflects the work being performed (while the category at the top of the page is “Research Assistant”, other titles may be used when creating an appointment).
  • Position number (if a position number already exists it can be found in the bi-weekly Payroll YTD Actuals or Encumbrance Report).
  • Effective date and end date for the appointment (YYYY/MM/DD).

 

Rate of Pay

ENTER:

Hourly Rate - use this option for RAs who will have irregular working hours.

  • Hourly rate must meet BC’s minimum wage requirement ($14.60/hour in July 2020).
  • Hours worked must be recorded on myINFO timesheets.
  • RA will be paid bi-weekly based on the number of hours worked and entered in myINFO timesheets in that pay period - enter this on page 2 in Section 1.
  • Note that the % vacation pay you offer will be added to the pay rate, and deducted from your grant: be sure to factor this cost into budget planning.

- OR -

Bi-weekly Salary - use this option for RAs who will work regular hours.

Please do not enter both Hourly and Bi-weekly Salary rates!

Number of hours and minutes expected to be worked on a bi-weekly basis (format = HH.MM or HH:MM)

 

Lump Sum Adjustment

ENTER:

Dollar amount requested if needing a lump sum payment:

  • Please use a separate PAF for lump sum payment i.e. do not combine a lump sum payment with an hourly or bi-weekly rate on the same PAF.
  • Lump sum payments may continue to be used for one-time payments, for example, to pay out residual Mitacs amounts.
  • Payroll deductions will be taken off lump sum payments.
  • An explanation of the intended use of the lump sum payment must be provided in the Comments box.
  • Don't forget to enter the start and end date for the lump sum payment.

Hours and minutes the lump sum payment is intended to cover (format = HH.MM or HH:MM).

 

Funding Source(s)

The process to change the source(s) from which RAs are paid has been simplified.

ENTER:

  • Project #: 6-8 digits (How to record account codes for PAFs)
  • Object Code: 4 digits (lookup table)
  • Fund #: 2 digits
  • Department: 4 digits
  • Program #: 5 digits, enter 00000 if no program code
  • % Split
  • Biweekly Rate (if applicable): for salaried appointments that are funded from more than one funding source. Multiply bi-weekly salary by the % split and enter that value into the bi-weekly rate box
  • Start date

 

Comments 

Please provide any information that helps to clarify the request, especially if it relates to a lump sum payment.

 

Signatures

Only the grant holder can authorize the expense against their grant, however others may complete the form. 

  • The PAF may be completed by any individual at the direction of the grant holder – this person must sign the 'Signature Authority' line 
  • The ‘Reviewed By’ line will be signed by Research Accounting or Finance. 

COMPLETE ADDITIONAL SECTIONS IF CREATING AN APPOINTMENT OR RE-APPOINTING AN RA 

 

Section 1: New Appointment or Re-Appointment

All appointments and re-appointments require a formal Offer of Employment. The following information is required to create a legal offer of employment between SFU and the employee, and to enter RAs into SFU’s payroll and human resources system (myINFO).

TERMS OF THE APPOINTMENT

CHECK:

Box at the top to indicate whether the appointment is Fixed-Term:

  • For appointments with a duration of less than 60 days and not likely to be renewed. 
  • Note: this type of contract will result in a payout if the appointment ends earlier than the original end date.

ENTER:

Supervisor's name, position number and email address.

Please also provide the employee’s SFU email address or their external email address if they do not yet have an SFU email - this is where the Offer of Employment will be sent.

 

Vacation 

CHECK:

"Salaried" or "Hourly" - vacation offered is at your discretion but must meet ESA minimum standards:

  • minimum 4% for hourly (will be added to hourly rate when the contract is created)
  • minimum 2 weeks per year for salaried 

NOTE that the annual vacation entitlement for salaried employees must be entered on the PAF regardless of the term of the appointment in order to meet employment standards, however, actual vacation entitlement will be prorated based on the length of the employment.

Also note that employees paid bi-weekly are expected to take time off in order to avoid payout of vacation time owing at the end of their appointment.

ENTER: 

Number of annual vacation weeks or the % of vacation pay you are offering.

 

Document Checklist

check:

All relevant boxes that identify which documents will be attached when the PAF is submitted.

Job Duties

ENTER:

All duties that will be expected of the appointee.

  • duties should reflect what the RA will be doing; these will be included in the offer of employment, which is a legally binding document once signed.
  • a comprehensive checklist of potential duties can be found under Planning Tools and Calculators on the Links and Resources tab.

NOTE that all employment contracts will contain wording to allow for a degree of ‘other duties as assigned by the Supervisor’.

 

When Complete

REVIEW EVERYTHING to ensure all information is included and supporting documents have been gathered.

  • Incomplete forms cannot be processed and may cause delays with the appointment process and the individual receiving pay.

SIGN the bottom of page 1. 

Note: Research Accounting and Finance will accept emails from the Signing Authority on a project, in lieu of the Signing Authority’s signature on the PAF.

CLICK ‘save’ or ‘print’ at the top right to save the PAF to your desktop or drive.

PROCESS as usual.

  • If funding is split between Fund 13 and Fund 30, send to Research Accounting (res-acct@sfu.ca) who will forward to Finance once their portion is complete.
  • If funding is split between Fund 13 and other funds send to hbray@sfu.ca
  • If funding is split between Fund 30’s and other funds send to res-acct@sfu.ca

EMAIL SUBJECT LINE - Please provide the following information:

  • Action required (New Appointment, Re-appointment, Early End to Appointment. Funding Change or Correction)
  • Employee last name and first initial
  • Effective date 
  • Example: Re-appointment, Doe J, Sept 15 2020
  • Groups of PAFs may be submitted together IF they are the same type - please indicate the earliest effective date in the subject line, to help us prioritize.

RE-APPOINTMENT

Any existing RA appointments are not available to the RPI team, and as such, the same information is required to create an Offer of Employment for a re-appointment during this transition period. Please complete the PAF as you would for a new appointment.

 

Section 2: Ending an Appointment

Appointments that are being ended earlier than planned must be documented (find further information on the Concluding tab). 

  • Completion of page 1 as well as Section 2 of the PAF is required to document an early ending.
  • Appointments that end naturally (on the expected date) do not require submission of a PAF.

On Page 1

CHECK:

"Revised End Date" at the top to indicate only the end date is being revised.

ENTER:

Employee information:

  • SFU ID
  • Name, department, title and position number
  • Current funding source information

On Page 2 - In Section 2

CHECK:

"Resignation" or "Appointment Ended by Supervisor" to indicate the reason for the appointment's early ending.

  • If the employee is resigning, attach the notification from the employee (ensure it includes the effective date).
  • If the Supervisor is ending the appointment note the reason in the box.

ENTER:

Effective date - the employee’s last work day.

CHECK:

"Work out notice period" or "Be paid out for notice period" to indicate the Supervisor’s preference for paying out the terms of the employment contract.

ENTER:

Amount of vacation pay or hours to be paid out of the grant (if applicable) - vacation payout is equal to the vacation entitlement earned less vacation time taken.

NOTE: Employees should be encouraged to take their vacation time in order to refresh. See ‘Planning for the cost of benefits’ on the Planning tab for more detailed information on vacation time and vacation payouts.  

When Complete

REVIEW EVERYTHING to ensure all information is included - incomplete forms may cause delays with processing and could result in overpayment.

SIGN the bottom of page 1.

Note: Research Accounting and Finance will accept emails from the Signing Authority on a project, in lieu of the Signing Authority’s signature on the PAF.

CLICK ‘save’ or ‘print’ at the top right to save the PAF to your desktop or drive

EMAIL the completed PAF to rp_info@sfu.ca

EMAIL SUBJECT LINE - Please provide the following information:

  • Action required (Appointment, Re-appointment, Early End to Appointment, Funding Change or Correction)
  • Employee last name and first initial
  • Effective date 
  • Example: Early end to appointment, Doe J, Sept 15 2020
  • Groups of PAFs may be submitted together IF they are the same type - please indicate the earliest effective date in the subject line, to help us prioritize.

Section 3: Changing the Funding Source

The process to change the source(s) from which RAs are paid has been simplified.

Note that only the funding source may be changed using this section of the form - if there are changes to terms and conditions of the employment contract e.g. duties, end date, decrease in pay) a re-appointment must be processed.

On Page 1

CHECK:

"Funding Change Only" at the top to indicate the form is being completed only for a change to the funding source.

ENTER:

Employee’s information:

  •    SFU ID
  •    Name, department, title and position number

New funding source information:

  •    Project #
  •    Object Code (lookup table)
  •    Fund 
  •    Department
  •    Program #: enter 00000 if no program code
  •    % split
  •    Salaried appointments that are split require a Bi-weekly Rate (multiply the bi-weekly salary times the % split and enter that value into the bi-weekly rate box)
  •  Start date

On Page 2 - In Section 3

ENTER:

Current funding source information:

  •    Project #
  •    Object Code (lookup table)
  •    Fund
  •    Department
  •    Program #: enter 00000 if no program code
  •    % split
  •    Revised end date

When Complete

REVIEW EVERYTHING to ensure all information is included - incomplete forms cannot be processed and may cause delays to processing.

SIGN the bottom of page 1.

Note: Research Accounting and Finance will accept emails from the Signing Authority on a project, in lieu of the Signing Authority’s signature on the PAF.

PROCESS as usual. 

EMAIL SUBJECT LINE - Please provide the following information:

  • Action required (New Appointment, Re-appointment, Early End to Appointment, Funding Change or Correction)
  • Employee last name and first initial
  • Effective date 
  • Example: Funding source change, Doe J, Sept 15 2020
  • Groups of PAFs may be submitted together IF they are the same type - please indicate the earliest effective date in the subject line, to help us prioritize.

WHERE TO SEND - single source or split fund: 

Financial Reporting Funds (13, 21, 23, 61, 62)  >>  hbray@sfu.ca

Research Accounting Funds (5 & 30s)  >>  res-acct@sfu.ca

Operating Funds (11, 40)   >>   rp_info@sfu.ca

 

QUICK LINKS