ePTF Learning Program

This series of online trainings will introduce you to the Electronic Personnel Transaction Form system (ePTF), which was designed to make it easy to submit, track and manage the various requests and data associated with reclassification, pay increases, processing new hires, promotions, appointments and reappointments and other personnel actions.

This web-based system and its corresponding training program is available anywhere you can access the internet. Support is available to assist you via the ePTF hotline at 645-ePTF (645-3783).

On this page:

Intended Audience

UB faculty and staff with access to the ePTF system



Recommended ePTF Course Roadmap

Choose your role below to view the recommended course sequence for the online self-paced training. You may take the courses in any order, however, topics introduced in early modules are referenced in later modules. You will be asked to login using your UBITName and password to view each module in UB EDGE.  

Before You Start

- Turn on your sound
    - Please note: Not all online modules are narrated. You may only hear mouse clicks in some modules.
- Allow pop-ups if prompted or turn off your browser's pop-up blocker
- Be sure you are using an updated web browser

Administrative Staff/Assistants to the Chair


Associate Deans/Associate VPs/Deans/Vice Presidents

ePTF Course Supplemental Materials

Download the ePTF Quick Guide which provides definitions for system terminology, as well as helpful reminders.

Use the online Transaction Type Decision Support Tool to help you determine what Transaction Type to select.

Contact for Questions

Dana Moore


State Payroll and Appointment Processing

Phone: 716-645-8157

Email: dlmoore@buffalo.edu

The University at Buffalo is committed to providing reasonable accommodations to individuals with any disabilities. If you require accommodations to participate in this session, please contact Organizational Development & Training (OD&T) at (716) 645-4459 or training@buffalo.edu prior to attending the workshop. Please allow ample time for OD&T to work with the Office of Accessibility Resources to arrange accommodations.