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Indiana Wesleyan University Support Knowledge Base

Employment Action Form

Test plan summary

05/17/2023 - Employment Action Form (EAF)
Used to request different HR actions (New Hire, Title Change, Transfer, etc.) on behalf of an employee.  There is one EAF form for each of the 4 PAUs - Central, Marion, N&G, Seminary.
Test Plan Owner:  Jill Battishill
Backup Tester:  Lori Elliott

Latest versions successfully tested


Test plan items

The sections below describe all tests to perform on etrieve as part of this testing plan.

Page or process Testing instructions Expected result

Employment Action Form - Central
Employment Action Form - Marion
Employment Action Form - NG
Employment Action Form - WS

  1. In etrieve Central, select one of the EAF forms or use one of these links: 
  2. Fill out pertinent information.
  3. Submit the form.
  4. The submitted form goes to the InBox of the appropriate reviewer in HR.  Once approved, the form will move through a series of approval steps.  
  5. Choose 'I Approve' from the drop-down list in the first box. The approver's name and date will populate.
  6. Click Approve to send it to the next Approver step. 
  7. Repeat Steps 5-6 for all the approver steps:
    • HR Director Approval (if it's N&G)
    • Budget Approval
    • First Approval
    • Second Approval
    • Provost Approval (if it's an academic position)
    • Chancellor/CFO Approval
    • Final Steps
    • Payroll
    • Benefits
  8. The form finally comes to the Complete step, which is the same group that started the workflow.  Once approved, it becomes a document. All the documentation and workflow history become additional pages. 
  9. The document is searchable in etrieve Content.
  • The form should be in the Human Resource area in etrieve Content with a doc type starting with HEMP (ex. HEMP EAF - New Hire, HEMP EAF - Benefit Eligibility,etc.) - if this is for an ID in Colleague.
  • Otherwise, if it's for a position or an ID not in Colleague, this form should be in the Human Resource Archive area in etrieve Content with a doc type starting with HARC (ex. HARC EAF - New Hire, HARC EAF - New Position Request, etc.).


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