1. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR: What Ellucian Does For You Jan Wilder Sr. Business Analyst, Ellucian February 2014

2. 2© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY.2 CALBHR Please ….. ……….silence your phones

3. 3© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Agenda Methodology 01 Solutions 02  Retirement Reporting  MIS  EDD Questions and Answers 03 CALBHR: California Banner HR

4. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Methodology01

6. 6© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR  Ellucian and client partners working together  Feedback from CCC staff  Focus Groups  3CBG  Professional Services  Contacts at state agencies

7. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Solutions02

8. 8© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting  CalPERS  Payroll Reporting  CalSTRS  Defined Benefit Contribution File - F496  Cash Balance California Community Colleges Chancellor’s Office: MIS  Employee Demographic – EB (Fall and Term)  Employee Assignment - EJ Employment Development Department (EDD)  Quarterly Contribution Return and Report of Wages - DE9C California Solutions

9. 9© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS  PAYROLL, SIP(457)  Set up required in Banner Forms  Data: direct from payroll history tables  Provides for  All required elements in required format  New limits for employee contributions now enforced, pay rate reported with Retroactive Special Compensation (RSC) transactions (CALBHR 8.7)

10. 10© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting  Process: CalPERS Report (PVRPERS)  Run through Job Submission  Output  Submission File (.xml)  User Friendly Format File (.lis)  Log file (.log)

11. 11© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting Process: CalPERS Report (PVRPERS)

12. 12© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting Output: Submission File (.xml)

13. 13© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting.lis

14. 14© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting.lis

15. 15© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting.lis

16. 16© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting.lis

17. 17© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting.log

18. 18© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – Payroll Reporting  Form: CalPERS Payroll Reporting Data Form (PVAPERS)  Query  Add, Update Delete

19. 19© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalPERS – PVAPERS Form

20. 20© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting  CalSTRS Defined Benefit (F496)  Cash Balance California Solutions

21. 21© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS F496  Set up required in Banner Forms  Data: from intermediate reporting table, PHRPENS  Provides for  All required elements in required format  New limits for employee and employer contributions now enforced  Has option to include receivables

22. 22© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS – F496  Process: STRS Payroll Report(PDPF496)  Run through Job Submission  Output  Submission File (.txt)  User Friendly Format File (.lis)  Log file (.log)

23. 23© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS – PDPF496.lis

24. 24© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS – PDAF496

25. 25© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS Cash Balance  No specialized set up required in Banner Forms  Applicable deduction code is a report parameter  Data: direct from payroll history tables  Provides for  All required elements in required format

26. 26© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS – PVRCBAL.lis

27. 27© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Retirement Reporting – CalSTRS – PVACBAL

28. 28© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Employment Development Department (EDD)  Quarterly Contribution Return and Report of Wages - DE9C  Creates  Printed output for easy review  XML file attachment for submission to the EDD California Solutions

29. 29© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR Employment Development Department (EDD)  Quarterly Contribution Return and Report of Wages - DE9C California Solutions

30. 30© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR California Community Colleges Chancellor’s Office: MIS  Employee Demographic – EB (Fall and Term)  New Report (PVRMIEB) released in CALBHR 8.7  Change in parameters in CALBHR 8.9  ‘Report As of Date’ changed to  ‘Report Begin Date’, ‘Report End Date’  Employee Assignment – EJ  New Report (PVRMIEJ) in CALBHR 8.9  Under construction  Working with MIS Focus Group California Solutions

31. 31© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EB  Process: MIS Employee Demographic Report (PVRMIEB)  Run through Job Submission  Output  Submission File (.txt)  User Friendly Format File (.lis)  Log file (.log) .csv file for analysis, sharing

32. 32© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EB  Process: MIS Employee Demographic Report (PVRMIEB)  Fall Submission and Term Submission  Helps assure instructional staff are reported as in XE for Term Submission  Forms the basis for the EJ Report

33. 33© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EB

34. 34© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EB - PVAMIEB

35. 35© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EJ  Process: MIS Employee Assignment Report (PVRMIEJ)  Under construction: old report (PEPAEXT) is still available  Due for release in CALBHR 8.9, April 2014

36. 36© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EJ  Process: MIS Employee Assignment Report (PVRMIEJ)  Run through Job Submission  Output  Submission File (.txt)  User Friendly Format File (.lis)  Log file (.log) .csv file for analysis, sharing

37. 37© 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. CALBHR MIS Demographics EJ  Based on EB population and term, using the EB reporting table data  Some set up required  Customization to NBAJOBS  ASA Code Validation Form

38. © 2014 ELLUCIAN. ALL RIGHTS RESERVED – CONFIDENTIAL & PROPRIETARY. Where do I find answers? - CALBHR Handbook and other documentation delivered with each release - Ellucian Customer Support Center - Commons ?

39. 39 Questions?

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