1. Faculty Load and Compensation Part 1 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. Course ID 0391 3 Purpose Overall Module Flow Banner Student Data Banner HR Rules & Controls Self Service Flow & Roles Self Service Mock-ups Agenda

4. Course ID 0391 4 Purpose Automation of Faculty Assignments from Banner Student to Banner HR Access information through Employee Self Service Provide Faculty Oriented View of Compensation Details and contract information – Accommodates FT Salaried View and PT Course-based View – Lock Controls for finalized assignments – Self Service access for Faculty Member with Acknowledgement

5. Course ID 0391 5 FLAC Benefits Improve integration between Banner Student & HR Encourage UDC 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

6. Course ID 0391 6 Assumptions Client must be operational in Banner Student, HR, and Employee Self Service in Banner 8.X Security will be provided by Web Tailor Roles and Banner HR Controls

7. 7 Banner HR Employee Information Process rules and system controls Banner Student Faculty Record, Assignments, & Load data Extract Process Administrator verifies load, assignments, and completes faculty rates. Administrator and Academic Executive can view faculty course compensation summaries and details Automated Faculty Compensation Enhancement General Flow

8. Course ID 0391 8 Academic executive can revise and/or lock the final compensation record. Job Information Created and is marked as ‘Applied’ Faculty Member can view and acknowledge compensation details Compensation data is applied to Banner HR to NBAJOBS Automated Faculty Compensation Enhancement General Flow

9. Student Data for FLAC Data considerations in Banner Student CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education.

10. 10 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/or SSASECT Accommodates date-based and Part of Term courses Schedule Type associated with each course assignment New Position lookup function added to SIAASGN to validate Position Number New Indicators for Extract and Applied FLAC records

11. Course ID 0391 11

12. 12 Contract Type will determine Salaried View or Course- by-Course View

13. Course ID 0391 13 Assignment Data that will be extracted to Self Service

14. 14 Non-Instructional Components for possible compensation.

15. Course ID 0391 15 Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)

16. 16 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

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19. Course ID 0391 19 Enables or Disables Position Validation on SIAASGN Enables Roll-up Security

20. HR Controls for FLAC Data considerations in Banner HR CONNECT TO COMMUNITY. At SunGard Summit, come together as a community dedicated to education.

21. 21 Banner HR Data Assumptions Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted Administrators for AFLAC data will require setup in Banner HR to define security access within Self Service Optional use of Faculty Level (new field) on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty

22. Course ID 0391 22 Faculty Compensation Level – PT Faculty Designates Pay Level for PT Faculty/Course View

23. 23 Validations, Rules, & Security Contract Control Rules Institutional Rules – Instructional Non-Instructional Incremental Amount Codes Security & Web Administrative Access – User Codes Rule – PTRUSER – Organization Access and Roll-up – Web Tailor Role - Administrator

24. Course ID 0391 24 (4000 characters of Employment Text)

25. Course ID 0391 25 Can establish costing for Course Level for PT Faculty (Optional) Can default/override costing at Schedule Level (Optional)

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28. Course ID 0391 28 Incremental Compensation can be applied to any Part- Time Contract

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30. Course ID 0391 30 Security Establish new user security in Banner HR – PTRUSER – User Code Rules Faculty Compensation Master Organization Control – NSASPSC - Faculty Compensation Organization Security Based upon Finance Roll-up Reporting Controls Predecessor organizations automatically include subordinates – PSAEMPR – Employer Security (existing) – PSAECLS – Employee Class Security (existing)

31. 31 Must have indicator set to be a FLAC Administrator Update or Query = Master User None = Only Organization or No Access

32. Course ID 0391 32 Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.

33. 33 Faculty 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

34. Course ID 0391 34 FLAC Extract Process Extract Process – 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

35. Course ID 0391 35 Extract - continued Extract Process Options ‘Initial’ – Creates the initial information for the Self Service – Can be run multiple times to extract new faculty members not yet in the file – Adds new Faculty to the existing Term file ‘Recreate’ – The data will be replaced in the ESS file ‘Add/Delete’ – Deleted Faculty Assignments will be removed – Faculty Assignments that have been added will be extracted – Newly added Faculty members will not be added with this setting

36. Open to the Floor Questions Comments