Initiate an Electronic Personnel Transaction (ePTF)

The ePTF (electronic personnel transaction form) application is used to collect data about and process appointments for all funding sources. Data is used to hire new employees, reappoint existing employees and to make change to a current employee's status. 

On this page:

Access ePTF From Off Campus

If you are working remotely or just need to access ePTF from an off-campus location, use the UB virtual private network (UBVPN).

Learn How to Connect to UBVPN From Off-campus

Getting Started With ePTF

Find out who has this access and responsibility in your department.

Gather Information Before Starting an ePTF

Working with the employee and the hiring department, you can gather the needed information to be able to create the ePTF before the new employee starts. Learn about what information will be input into the ePTF application. 

  • Employee biographical information
  • Position information
  • Supervisory information
  • Salary and funding information

Prepare Relevant Documents To Upload

ePTF will accept attachments that are needed to appoint a new employee or make changes to an existing employee's appointment. These attachments include:

  • Employment eligibility verification (I-9)
  • Tax Forms
  • UP 211
  • UP 212
  • Working Papers
  • Extra service request forms and vouchers
  • Leave papers
  • Oath Card
  • Medical documentation
  • Resignation letter
  • Retirement letter
  • Supporting documentation
  • Employee Handbook Acknowledgment
  • Over the max letter signed by the President

Submit a New Hire Transaction Using ePTF

Submit an ePTF no earlier than 90 days before the employee start date. 

Related Links, Policies



Contact an Expert

ePTF Support

ePTF Support Staff

State Appointment Processing

Phone: 716-645-3783