1. Faculty Load and Compensation Part 2 Bruce Schermerhorn, Human Resources Consultant Antonio Trepesowsky, Student Consultant Sungard Higher Education

2. General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

3. Introduction Flow of data Functionality of the Web application Successful completion when Job records are created

4. Employee Self Service Academic Administrator view and Faculty Member View CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education.

5. Functional Flow Run process to create extract Administrator views/updates records Faculty Member is Locked when complete If record is locked, it can be ‘Applied’ Job Update Process Update to employee jobs

6. Process Flow In Self Service Filter by Term Then: College Campus Department Organization Summary Employee Summary Search by Employee Employee Self Service Menu

8. Faculty Member sees this selection Release 8.0

9. From Banner Student From Banner Position Control

14. Compensation View Salary Compensation View Course Compensation View Job Assignment View

15. 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 Can support multiple contracts 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

17. Move instructional component to Overload

18. Data moved from Instructional block and computed in Overload.

19. Effect of Overload displayed in Job Assignment Total

20. Position Search ability for construction of Overload

21. Course Information Link Workload Factor Link

22. 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

23. Link to Course Calculation Link to Job Assignment Detail

26. Job Detail Page Calculated during the Extract Process Resides with each contract and accessible from Salary or Course View Dynamically changes when adjustments are made Determines Primary, Secondary and Overload Determines Payroll date span of the assignment Calculates Contract Pay Periods Maintains Job Detail, Default Earnings, and Labor Distributions

28. Administrator can override any pay component – System will store and report calculated and overridden.

30. Accounts determined from Schedule Override, Current Position Assignment, or Position Budget. Multiple courses assigned to the same position, Labor Distributions are distributed in proportion to the course value.

31. Additional Self Service Pages Lock/Unlock View for Completed Records ‘Lock / Unlock’ – Used in Faculty Compensation to freeze data in preparation to apply the job assignment – Users can view data only – Prevents users from making changes – Hierarchical - Users with access to a predecessor organization may unlock and update data – Only locked records can be applied to NBAJOBS

32. Reports Lock Status, Acknowledgement, and Apply Status

33. Additional Self Service Pages Faculty Member View and Acknowledgment – Summary of Compensation and Payment Details – Can be accessed by administrator – Can view if the status is ‘Locked’ or ‘Applied’ – Ability to download data

34. Banner Document Management controls

36. Faculty Member or Administrator can download data

38. 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 – Parameters: Term Report mode (edit & validate) or Process mode (edit & update) Suppress ‘Warning’ message option

39. Processing and Reporting Job Apply Process – Output report details Employee, Job Assignment information, and Diagnostic Messages – Totals at the conclusion will report Number of Employees selected, Number of Employees Updated, and Number of Employees with ‘Errors’

41. Processing and Reporting DC Features – Banner Document Management Suite – ability to attach contractual document to Faculty member view; – Workflow event – an event is created when Administrator locks in faculty compensation (for possible incorporation of email notification workflow).

42. Open to the Floor Questions Comments

43. Thank You! Bruce Schermerhorn SunGard Higher Education Bruce.Schermerhorn@sungardhe.com