Intro to Banner 9: Human Resources and Payroll Sara ayers Sr. Systems Consultant / User Liaison Ellucian

Disclaimer Statements about Ellucian products and services are confidential and proprietary to Ellucian. This presentation is not a commitment, promise or other obligation to deliver any material code or functionality, and it should not be relied upon in making any purchase decision. Development and release of Ellucian products and services may change, without prior notice, at Ellucian’s discretion.

Agenda 1 2 3 4 5 Logging Into Banner 9 for the First Time What to expect in Banner 9? 3 Key Terminology Changes in Banner 9 & Banner 9 Basic Navigations 4 What’s new in Banner 9 for HR? 5 Live Demo of Commonly Used Pages Banner 9: Kick-off Training

Establishing RAM ID and password To access PPRD instance of Banner 9 Training, please "initialize" your RAM ID (TEST). **You should see a light grey login screen; if it's red, you're in the wrong instance!   For New Users (to RAM ID (TEST): Step 1: Access RAM ID (TEST) Portal: Go to https://pgd.ccsf.edu. Step 2: Establish your RAM ID. Instructions for setting up your RAM ID https://pgd.ccsf.edu/KB/new_user.html Step 3: You should now be able to log into RAM ID (TEST) and receive direct access to all your CCSF TEST Resources.

For Returning Users To access PPRD instance of Banner 9 Training, please "initialize" your RAM ID (TEST). **You should see a light grey login screen; if it's red, you're in the wrong instance!   For Returning Users (to RAM ID (TEST): Step 1: Access RAM ID (TEST) Portal: Go to https://pgd.ccsf.edu. Step 2: Enter your RAM ID username (check "I am Staff/Faculty" checkbox) along with your current password, then click the "Login" button. Step 3: You should now be able to log into RAM ID (TEST) and receive direct access to all your CCSF TEST Resources.

Logging into Banner 9 PPRD URL: https://appnav-pprd.ccsf.edu:8101/applicationNavigator

What’s to Expect in Banner 9?

What to Expect in Banner 9: Improved user experience Modern, yet familiar, web user interface with standard controls Shorter learning curve for occasional users Enhanced usability and navigation for power users Ability to run in any modern browser Mobile friendly

Banner 8 vs. Banner 9

Key Terminology Changes between Banner 8 & 9

New terminology in Banner 9 Banner forms are now called Banner pages. Example: NBAJOBS form will now be referred to as NBAJOBS page Blocks are now called sections Example: key block will now be referred to as the key section Next block  is now Go button Rollback  is now Start Over button Query  is now Filter

Shortcut Key Changes

Recently visited pages Menu Search Bar Search Icon Sign out Recently visited pages Online Help

What’s New in Banner 9 HR?

Non-binary Gender Due to the sensitivity around a person's gender, Banner Position Control has relaxed the edit that requires a binary gender (male or female) when an employee is hired or when an employee changes their gender. Updated PPAIDEN to support the new Banner General fields ‘Gender Designation’ and ‘Personal Pronoun’ to reporting views. The new fields allow individuals to have a gender designation other than a male or female; and, for people to designate a personal pronoun that should be used in communication. This enhancement satisfies CR-000149525 (for Position Control 8.15), CR-000156087 (for Position Control 8.15), and CR-000156490 (for 9.3.7).

Direct Deposit Update The PHPDIRD process now uses all ten characters of the Origin ID and Destination ID fields from the GTVBANK table. Some banks require ten characters in this field on the ACH Direct Deposit file. This enhancement satisfies CR-000152469.

Electronic Consent Update • A new Allow electronic consent to terminated employees indicator was added that lets you give terminated employees the ability to electronically consent and receive tax documents. • The previous Latest Year-End field was changed to Latest Year-End Statement to Display W2 or T4 and lets you control the last year of W2 or T4 year-end statements to display in Banner.

Demo of Commonly Used Pages…

Questions?

Thank you!!! Sara ayers Sr. Systems Consultant / User Liaison sara.ayers@ellucian.com