New Features and Functions

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Presentation transcript:

New Features and Functions Banner Human Resources 8.0 Employee Self Service and Faculty Load and Compensation Module - 2 New Features and Functions May 5, 2018

Course Goal The goal of this course is to provide you with the knowledge and information regarding the new features and functions of Banner Human Resources 8.0. Before we begin today’s event, let me familiarize everyone with the interface. Important points to note are: If you don’t have a mute button, click *6 to mute your line and *7 to unmute if you want to ask a question. If you experience any technical difficulities, press *0 on your phone for technical assistance. Now, let me take a minute and show you how to use the various features of participant view. May 5, 2018 | www.sungardhe.com

Banner HR Rules & Controls Self Service Flow & Roles Agenda Purpose Overall Module Flow Banner Student Data Banner HR Rules & Controls Self Service Flow & Roles Self Service Mock-ups Questions and Comments May 5, 2018 | www.sungardhe.com

Employee Self Service May 5, 2018 | www.sungardhe.com

Functional Flow Run process to If record is locked, it create extract can be ‘Applied’ Administrator views/updates records Mass Apply Process Faculty Member is Locked when complete Update to employee jobs May 5, 2018 | www.sungardhe.com

Process Flow In Self Service Employee Self Service Menu Filter by Term Then: College Campus Department Organization Summary Employee Summary Search by Employee May 5, 2018 | www.sungardhe.com

May 5, 2018 | www.sungardhe.com

Faculty in FLAC sees this selection May 5, 2018 | www.sungardhe.com

From Banner Position Control From Banner Student From Banner Position Control May 5, 2018 | www.sungardhe.com

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Salary Compensation View Course Compensation View Job Assignment View May 5, 2018 | www.sungardhe.com

Salary Compensation View Designed for Full-Time, Salary Based Contracts Ability to display Current Salary within the Position Ability to review Faculty Load factors extracted from Student Can support multiple contracts Overload payment can be constructed with Load factors Overload can be associated with Instructional or Non-Instructional activities Links allow the display of: The Job Detail information Workload breakdown Course Details May 5, 2018 | www.sungardhe.com

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Data moved from Instructional block and computed May 5, 2018 | www.sungardhe.com

Effect of Overload displayed in Job Assignment Total May 5, 2018 | www.sungardhe.com

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Position Search ability for construction of Overload May 5, 2018 | www.sungardhe.com

Course Information Link Workload Factor Link May 5, 2018 | www.sungardhe.com

Course Compensation View Calculations on Course Based Contracts Two-tiered View – Summary and Detail Ability to assign Increments to course Ability to view/change Faculty Level for Base Rates Computes based upon pre-established rules Links for Course Information, Course Calculation Detail and Job Detail May 5, 2018 | www.sungardhe.com

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Job Detail Page Calculated during the Extract Process Resides with each contract and accessible from Salary or Course View Dynamically changes when adjustments are made Determines Primary, Secondary and Overload Determines Payroll date span of the assignment Calculates Contract Pay Periods Maintains Job Detail, Default Earnings, and Labor Distributions May 5, 2018 | www.sungardhe.com

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Administrator can override any pay component – System will store and report calculated and overridden. May 5, 2018 | www.sungardhe.com

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Accounts determined from Schedule Override, Current Position Assignment, or Position Budget. Multiple courses assigned to the same position, Labor Distributions are distributed in proportion to the course value. May 5, 2018 | www.sungardhe.com

Additional Self Service Pages Lock/Unlock View for Completed Records ‘Lock / Unlock’ Used in Faculty Compensation to freeze data in preparation to apply the job assignment Users can view data only Prevents users from making changes Hierarchical - Users with access to a predecessor organization may unlock and update data Only locked records can be applied to NBAJOBS May 5, 2018 | www.sungardhe.com

Reports Lock Status, Acknowledgement, and Apply Status May 5, 2018 | www.sungardhe.com

Additional Self Service Pages Faculty Member View and Acknowledgment Summary of Compensation and Payment Details Can be accessed by administrator Can view if the status is ‘Locked’ or ‘Applied’ Ability to download data May 5, 2018 | www.sungardhe.com

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Faculty Member or Administrator can download data May 5, 2018 | www.sungardhe.com

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Processing and Reporting Job Apply Process - PEPFCAP Mass Apply process run through Job Submission Selects Faculty records in a ‘Locked’ status Utilizes Jobs API function to edit and insert records Parameters: Term Report mode (edit & validate) or Process mode (edit & update) Suppress ‘Warning’ message option May 5, 2018 | www.sungardhe.com

Processing and Reporting Job Apply Process Output report details Employee, Job Assignment information, and Diagnostic Messages Totals at the conclusion will report Number of Employees selected, Number of Employees Updated, and Number of Employees with ‘Errors’ May 5, 2018 | www.sungardhe.com

May 5, 2018 | www.sungardhe.com

Processing and Reporting UDC Features BDMS – ability to attach contract document to Faculty member view; Workflow event – an event is created when Administrator locks in faculty compensation (for possible incorporation of email notification workflow). May 5, 2018 | www.sungardhe.com

Banner General 8.0 Changes May 5, 2018

Banner General 8.0 Changes Common security enhancements tab-based security enhanced security auditing Internationalization enhancements expanded fields new forms and tables PIN security enhancements better encryption improved PIN reset mechanism Supplemental Data Engine add new data fields to Banner 8 forms no customization of Banner forms or tables is needed For more information on these, please refer to the Banner 8 General Release Guide. May 5, 2018 | www.sungardhe.com

Benefits of Multiple Year Encumbering Banner Human Resources 8.0 Benefits to you….. We are crossing products to pull existing information from Banner Finance on Grants and use it in the calculation of labor encumbrances in Banner HR This provides more consistent and accurate information May 5, 2018 May 5, 2018 | www.sungardhe.com

Banner Human Resources 8.0 Enhancements Limited Display of SSN/SIN information on checks/Check Stubs Partial masking extended for character field May 5, 2018 | www.sungardhe.com

Banner Human Resources 8.0 Enhancements Additional tab forms added Partial masking extended for character field May 5, 2018 | www.sungardhe.com

Banner Human Resources 8.X Tabbed Forms Position Description Form- (PAAPDES) Position Requirements Form- (PAAPREQ) Position Definition Form- (NBAPOSN) Employee FMLA Information – (PEAFMLA) Employee Class Rules Form- (PTRECLS) Benefit Category Rules Form- (PTRBCAT) Fringe Charge Back Rules Form- (NTRFBLD) May 5, 2018 | www.sungardhe.com

Questions & Answers Let me open it up for any other questions May 5, 2018 | www.sungardhe.com

Thank you for your participation May 5, 2018