Banner Human Resources 8.0 Faculty Load and Compensation Module - 1 New Features and Functions

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. December 9, 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 December 9, 2018 | www.sungardhe.com

Automation of Faculty Assignments from Banner Student to Banner HR Purpose Automation of Faculty Assignments from Banner Student to Banner HR Access information through Self Service Components Provide Faculty Oriented View of Compensation Details and contract information Accommodates FT Salaried View and PT Course-based View Locking Controls for finalized records Self Service access for Faculty Member with Acknowledgement December 9, 2018 | www.sungardhe.com

Improve integration between Banner Student & HR FLAC Benefits Improve integration between Banner Student & HR Encourage UDC usage with a focus on Banner, Self Service, BDMS, & Workflow Improve user productivity through automated application of Job Assignments from core faculty assignment data Information presented to faculty and administrators in an easy to understand format December 9, 2018 | www.sungardhe.com

Security will be provided by Web Tailor Roles and Banner HR Controls Assumptions Delivery with Banner 8.0 Client must be operational in Banner Student, HR, and Employee Self Service Security will be provided by Web Tailor Roles and Banner HR Controls December 9, 2018 | www.sungardhe.com

Process rules and system controls Automated Faculty Compensation Enhancement General Flow Banner HR Employee Information Process rules and system controls Banner Student Faculty Record, Assignments, & Load data Extract Process for Compensation Calculations and View Administrator verifies load, assignments, and completes faculty rates. Administrator and Academic Executive can view faculty course compensation summaries and details December 9, 2018 | www.sungardhe.com

Automated Faculty Compensation Enhancement General Flow Academic executive can revise and/or lock the final compensation record. Job Information Created and is marked as ‘Apply’ Compensation data is applied to Banner HR to NBAJOBS Faculty Member can view and acknowledge compensation details December 9, 2018 | www.sungardhe.com

Student Data for FLAC December 9, 2018 | www.sungardhe.com

Faculty Data - Banner Student Faculty/Advisor Information – SIAINST Must be in ‘Active’ Status for the term Contract Type Code associated with Faculty Member Term Based Information from Faculty Assignment – initiated and maintained on SIAASGN and/or SSASECT Accommodates date-based and Part of Term courses Schedule Type associated with each course assignment New Position lookup function added to SIAASGN to validate Position Number New Indicators for Extract and Applied FLAC records December 9, 2018 | www.sungardhe.com

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Contract Type will determine Salaried View or Course-by-Course View December 9, 2018 | www.sungardhe.com

Assignment Data that will be extracted to Self Service December 9, 2018 | www.sungardhe.com

Non-Instructional Components for possible compensation. December 9, 2018 | www.sungardhe.com

Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty) December 9, 2018 | www.sungardhe.com

SIAASGN – Faculty Instructional and Non-Instructional Assignments Added Position Number lookup and validation Utilizes Banner HR called forms for Positions and Job Assignment Lists Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function December 9, 2018 | www.sungardhe.com

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Enables or Disables Position Validation on SIAASGN December 9, 2018 | www.sungardhe.com

HR Controls for FLAC December 9, 2018 | www.sungardhe.com

Banner HR Data Assumptions Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted Administrators for FLAC data will require setup in Banner HR to define security access within Self Service Optional use of Faculty Level (new field) on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty December 9, 2018 | www.sungardhe.com

Faculty Compensation Level – PT Faculty Designates Base Level for the Faculty Member December 9, 2018 | www.sungardhe.com

Validations, Rules, & Security Contract Control Rules Institutional Rules – Instructional Non-Instructional Incremental Amount Codes Security & Web Administrative Access User Codes Rule – PTRUSER Organization Access and Roll-up Web Tailor Role - Administrator December 9, 2018 | www.sungardhe.com

(4000 characters of Employment Text) December 9, 2018 | www.sungardhe.com

Can establish costing for Course Level (Optional) Can default/override costing at Schedule Level (Optional) December 9, 2018 | www.sungardhe.com

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Incremental Compensation can be applied to any Part-Time Contract December 9, 2018 | www.sungardhe.com

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Establish new user security in Banner HR PTRUSER – User Code Rules Faculty Compensation Master Organization Control Faculty Compensation Organization Security Orgn. Security based upon Finance Roll-up Reporting Controls (defines locking controls) Orgn. Security verifies against assigned Position Organization Code Define organizational access with Query or Update Predecessor organizations automatically include subordinates PSAEMPR – Employer Security (existing) PSAECLS – Employee Class Security (existing) December 9, 2018 | www.sungardhe.com

Must have indicator set to be a FLAC Administrator Update or Query = Master User None = Only Organization or No Access December 9, 2018 | www.sungardhe.com

‘Organizational Hierarchy’ Organization Access ‘Organizational Hierarchy’ FLAC uses budget organization defined on Positions (NBAPBUD) Predecessors and subordinates Set up on FTMORGN or PTVORGN Example: 001 Office of the President 100 Office of the Provost 110 College of Arts & Sciences 111 Dean of Arts & Sciences Specified on NSASPSC Back to Barbara: Salary Planner is based on the budget organization code defined on the Salary Budget window of NBAPBUD. It does not use the ‘Home Org’ or ‘Timesheet Org’ defined on PEAEMPL or NBAJOBS, respectively. You’ve probably been wondering when we would start using that field for something. A predecessor would be the organization another department would roll up to, or report to. The subordinate would be that department under another’s budget control. If SCT Banner Finance is installed, the hierarchy is set up on FTMORGN by defining a ‘predecessor’ organization for each organization created, if applicable. If SCT Banner Finance is not installed, then this hierarchy may be set up on the PTVORGN form in SCT Banner HR, also by defining a ‘predecessor’ organization for each organization created, if applicable. In our example here, we have 4 levels (8 levels are actually available) with 111 having 110 as it’s predecessor, etc. Also notice that because each level has a predecessor that is also a subordinate, organization 001 would have all the subordinate organizations in it’s hierarchy. In Salary Planner selecting organization 001, and including it’s subordinates would provide you with information on 001 as well as each of the lower organizations (100, 110, 111), provided you had the security access set up to those organizations. December 9, 2018 | www.sungardhe.com

Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’. December 9, 2018 | www.sungardhe.com

Faculty Compensation Roles Web Administrator access defined within Web Tailor Script to update Web Tailor with new role, tabs and icons Academic Administrators will utilize Banner HR security Faculty Member to access via Employee Self Service December 9, 2018 | www.sungardhe.com

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Extract Process- PEPFLAC FLAC Extract Process Extract Process- PEPFLAC Selects Assigned Faculty Members from Banner Student by Term or Part of Term Can filter selection based upon ECLS of Position and/or Contract Type of the Faculty member Can process individual ID’s Faculty must have Employee Record in Banner HR (non-terminated) Builds ESS files and computes Faculty Compensation Extract Report – details Faculty extracted and Errors December 9, 2018 | www.sungardhe.com

Extract Process Options Extract - continued Extract Process Options ‘Initial’ Creates the initial information for the Self Service Can be run multiple times to extract new faculty members not yet in the file Adds new Faculty to the existing Term file ‘Recreate’ The data will be replaced in the ESS file ‘Add/Delete’ Deleted Faculty Assignments will be removed Faculty Assignments that have been added will be extracted Newly added Faculty members will not be added with this setting Susan will start talking now One use of these processes: extract and let the departments review and updates required in SCT Banner will be completed Recreate and start the salary/budget update process Add/Delete at the start of every week December 9, 2018 | www.sungardhe.com

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Banner General 8.0 Changes

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. December 9, 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 December 9, 2018 | www.sungardhe.com

Banner Human Resources 8.0 Enhancements Additional tab forms added Partial masking extended for character field December 9, 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) December 9, 2018 | www.sungardhe.com

Questions & Answers Let me open it up for any other questions December 9, 2018 | www.sungardhe.com

Thank you for your participation