Banner Human Resources Faculty Load and Compensation aka FLAC 4/22/2017 8:03 AM Session Number: NB-3 Banner Human Resources Faculty Load and Compensation aka FLAC Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian California Community Colleges Banner Group • 2012 © 2007 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Course Goal Provide a high level overview of the Faculty Load and Compensation Module and to offer implementation strategies April 22, 2017 Ellucian.com

Agenda Overview of the FLAC Module Flow Banner Student Data Banner HR Data Self Service Flow & Roles Implementation Strategies Questions and Comments April 22, 2017 Ellucian.com

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 Full Time Salaried View and Part Time Course-based View Locking Controls for finalized records Self Service access for Faculty Member with Acknowledgement option April 22, 2017 Ellucian.com

FLAC Benefits Improve integration between Banner Student & HR Allows for unique computations for various types of pay Encourage Open Digital Campus 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 April 22, 2017 Ellucian.com

Assumptions 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 April 22, 2017 Ellucian.com

Process rules and system controls Automated Faculty Compensation 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 April 22, 2017 Ellucian.com

Automated Faculty Compensation 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 April 22, 2017 Ellucian.com

Student Data for FLAC April 22, 2017 Ellucian.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 SSASECT April 22, 2017 Ellucian.com

Faculty Data - Banner Student Accommodates date-based and Part of Term courses Schedule Type associated with each course assignment Position lookup function added to SIAASGN to validate Position Number Indicators for Extract and Applied FLAC records April 22, 2017 Ellucian.com

April 22, 2017 Ellucian.com

Contract Type will determine Salaried View or Course-by-Course View April 22, 2017 Ellucian.com

Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty) April 22, 2017 Ellucian.com

Assignment Data that will be extracted to Self Service 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 April 22, 2017 Ellucian.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 April 22, 2017 Ellucian.com

Non-Instructional Components for possible compensation. April 22, 2017 Ellucian.com

HR Controls for FLAC April 22, 2017 Ellucian.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 on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty April 22, 2017 Ellucian.com

Enables or Disables Position Validation on SIAASGN April 22, 2017 Ellucian.com

Faculty Compensation Level – PT Faculty Designates Base Level for the Faculty Member April 22, 2017 Ellucian.com

Validations, Rules, & Security Contract Control Rules Institutional Rules – Instructional and Non-Instructional Incremental Amount Codes Security & Web Administrative Access User Codes Rule – PTRUSER Organization Access and Roll-up Web Tailor Role - Administrator April 22, 2017 Ellucian.com

April 22, 2017 Ellucian.com

April 22, 2017 | www.sungardhe.com

(4000 characters of Employment Text) April 22, 2017 Ellucian.com

Can establish costing for Course Level (Optional) Can default/override costing at Schedule Level (Optional) April 22, 2017 www.sungardhe.com

Incremental Compensation can be applied to any Part-Time Contract April 22, 2017 Ellucian.com

Security 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 PSAECLS – Employee Class Security

Must have indicator set to be a FLAC Administrator Update or Query = Master User None = Only Organization or No Access April 22, 2017 Ellucian.com

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 April 22, 2017 Ellucian.com

Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’. April 22, 2017 Ellucian.com

Faculty Load and 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 April 22, 2017 Ellucian.com

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 April 22, 2017 Ellucian.com

Employee Self Service April 22, 2017 Ellucian.com

views/updates records Functional Flow Run process to create extract If record is locked, it can be ‘Applied’ Administrator views/updates records Mass Apply Process Faculty Member is Locked when complete Creates or edits employee jobs/assignment April 22, 2017 Ellucian.com

Process Flow In Self Service Employee Self Service Menu Filter by Term Then: College Campus Department Organization Summary Employee Summary Search by Employee April 22, 2017 Ellucian.com

April 22, 2017 Ellucian.com

Faculty in FLAC sees this selection April 22, 2017 Ellucian.com

From Banner Student From Banner Position Control

Salary Compensation View Course Compensation View full-time faculty Course Compensation View part time or adjunct Job Assignment View Job detail April 22, 2017 Ellucian.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 Support multiple contracts types per employee April 22, 2017 Ellucian.com

Salary Compensation View (cont.) 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

Position Search ability for construction of Overload

Course Information Link Workload Factor Link

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 April 22, 2017 Ellucian.com

April 22, 2017 Ellucian.com

Job Detail Page Calculated during the Extract Process Resides with each contract Dynamically changes when adjustments are made Determines Primary, Secondary and Overload Maintains Job Detail, Default Earnings, and Labor Distributions April 22, 2017 Ellucian.com

April 22, 2017 Ellucian.com

Faculty Member or Administrator can download data

April 22, 2017 Ellucian.com

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 April 22, 2017 Ellucian.com

Implementation Strategy Treat FLAC implementation like a true project Create a project plan, assign a manager and obtain high level sponsor Tasks, resources, milestones Identify Stakeholder (includes IT and Web Tailor staff) Database/Instance for testing/set-up Student and HR participation April 22, 2017 Ellucian.com

Implementation Strategy Discuss: Contract types. Faculty pay set up---faculty can have more than one type. One must be a default. Who will own the rule and validation forms Create an updated payroll and Term/Staffing calendar April 22, 2017 Ellucian.com

Implementation Strategy Consider implementing small groups of faculty at time by Contract type Consider how the work is divided now and select one area as a pilot group Consider what needs to be done to accept electronic signatures April 22, 2017 Ellucian.com

Implementation Strategy Consider implementing Faculty Tracking module first : PEAFACT April 22, 2017 Ellucian.com

Implementation Strategy Who will enter the posn/suffix? Consider revisiting your position schema for adjunct faculty to make it fool-proof for Schedulers to select positions. April 22, 2017 Ellucian.com

Questions & Answers Julie Monfette, Principal HR Consultant julie Questions & Answers Julie Monfette, Principal HR Consultant julie.monfette@ellucian.com 714 323-5685 and Dottie Marron, Principal Functional Consultant 619-920-7060 dottie.marron@ellucian.com www.ellucian.com open for any other questions April 22, 2017 Ellucian.com

Thank you for your participation April 22, 2017 Ellucian.com