Session HR- 7 HR Implementation Tip and Tricks Banner Baseline Innovations Julie Monfette – SunGard Higher Education Human Resources and Finance Team Manager Human Resource Consultant

Objective Discuss Innovative Solutions using Banner Baseline concepts Showcase client examples of innovations Group discussion of additional ideas from attendees Promote creative and prudent solutions to meet your day-to-day operational needs.

Union Dues with Limits Presented by Tiffany Rowden of Taft CC. –Monthly Limit –Yearly Limit –No calc rule with Plan that met both requirements –Takes advantage of the functionality of the Ben/Ded Mass Change Rule Form

Names removed to protect PII

TB Tracking Presented by Jamie Cannon, Feather River College

Typical Set Up for Tracking TB PTRCERT-RULE FORM PPACERT –APPLY TO AN EMPLOYEE

PTRCERT

PPACERT

PROS AND CONS OF PPACERT FOR TB Pro:Allows for detail of timing and expiration and current status Con: No baseline reporting or notification of pending due dates

Using PEAREVW PRO: PEAREVW ALLOWS FOR BASELINE REPORTING USING PERREVW PRO: THROUGH LUMINIS, BOTH EMP AND SUP CAN SEE THE DUE DATE CON: NO TRACKING DETAILS

PTVREVW

PEARVEW

View from Luminis

Consider using both PPACERT allows for the details PEAREVW allows for the due date tracking and reports for HR PEAREVW allows for the notificaition and puts the accountability back in the hands of the employee and their supervisor

Suffix “validation” Presented by Julie Monfette on behalf of Citrus Community College

Use of Help Query Citrus needed to ensure that all parties kept to the designated Suffix configuration to keep their data useful and timeless While the suffix does not have a true validation form, using the Help Query allows you to add an easy access reference.

Help Query

Sample Legend

Other ideas for local “Help” Consider adding to all date fields in PEAEMPL Any time you re-purpose a field, be sure to add the local Help so all users have access to it. Great for insuring ease of access Great for insuring consistent use of the field

Repurposing Fields Cautions: always document why you are repurposing a field both with in Banner help and for end users.

Other solutions Supplemental Data Engine – available for down load for 7.4 Part of Banner 8 enhancement Find details in the release guide for General

Access under General menu

gtvsdtb

goadisc

goasdmd

Light bulb is yellow to indicate it is on the form

The light bulb is illuminated to show there is data.

MIS Data Validation Ideas to keep your data accurate from the start of the record Avoid crunch to correct the output for MIS extracts Consider scheduling the validation process with IT to run once a week Always give the errors back to the end user to let them correct their entries, and… Nip bad data entry habits early!

MIS Data Validation Consider running a “null” script to seek out a MIS required field that is otherwise not triggered to indicate an error when left null. The most common neglected fields are on PEAEMPL

MIS Data Validation PEAEMPL has several fields that can be left null: Employee Group District Hiring Location Marital Status

MIS Data Validation Consider a scheduled “sweep” using SQL to check for a match of STRS/PERS setting on PEAEMPL and the job.

Other Solutions Group Discussion

Questions?