1. Gearing Up for Banner XE: SJU completes Banners Post Implementation Assessment
Catherine Maloney, SHRM-CP, PHR
Sr. Business Systems Analyst, HR
Saint Joseph’s University

2. Thank you for your cooperation
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. CPE Credits - We’ve gone electronic!
To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website
or via the PABUG conference app.
For additional questions please contact
Lora Harper CPE - Coordinator

4. PIA Launch Initiated from Information Technology
HR volunteered
Review to create multi-year HRIS plan
VP buy-in, which led to senior functional team buy in

5. Ellucian PIA
WebEx meeting with Ellucian to discuss HR module Pain Points
Submitted tables for Ellucian Consultant to review
3 Day Deep Dive in our Current HR state
Implementation of New Processes Three Biggest Topics:
Leave Management
Rule Table Audit
Affordable Care Act (ACA)

6. Pre-Meeting & Consulting Hours
Where are our problem areas? Where are we spending too much time?
Focus on pain points – getting information into Banner
What should we know or be doing?
Based on our feedback- Ellucian consultant recommended timeline to move forward

7. HR PIA Project Items Tracking Employee Leave Time
Banner HR and Payroll Rules and Validation Audits
Affordable Care Act Reporting
Preparation for Banner HR Employee Profile XE
Tuition Remission Tracking
Dates for Contribution Eligibility and Vesting for Retirement Benefits

8. Tracking Employee Leave
Pre PIA
Post PIA
FMLA and Disability Tracking lives in an Excel file
Previously was in Banner
Excel File is manually updated by one person; and shared when requested by key stakeholders
FMLA process, from request through return from leave, is tracked in PEAFMLA
Short Term Disability is tracking in NBAJOBS using job change reason in conjunction with effective date
Both Reportable from Cognos

9. HR and Payroll Rules and Validation Audit
Pre PIA
Post PIA
Configured within our key processing rule tables to meet our ever changing needs of the University
Tracking & Employee Processing
So much time focused on keeping up; sometimes need to take a step back and clean-up data inconsistencies
HR/Payroll Power Users reviewed each table configuration report provided by Ellucian
Highlighted inconsistences and retired codes when necessary
Made/Making designations clear and consistant

10. Affordable Care Act Pre PIA Post PIA
Currently Saint Joseph’s University uses a third party service provider to meet the regulatory reporting requirements
No dependent data collected or tracked in Banner only deductions
Migrate dependent information from Benefit Platform (Mercer)
SJU is still contracted with third party vender this year, but in parallel will also use Banner
Look to use Banner ACA in 2017

11. Banner XE Employee Profile
Pre PIA
Post PIA
Ellucian Consultant reviewed Banner XE and had a Q&A session
Discussed preliminary plans on how and when the University will move to XE
Currently running Employee Profile in test
Through Ellucian consulting services we will enable the utilization of Employee Profile by January 2017

12. Tuition Remission Pre PIA Post PIA
Not currently tracking tuition remission forms electronically
Paper driven process: employee, manager, Human Resources, Financial Aid
Create new benefit code in PDADEDN
If tuition remission is covering spouse or dependent, PDABENE and PDABCOV
Different benefit status’ to track form, and link to employee self service
Cognos report created for Financial Aid and HR offices

13. Tracking Dates- Retirement Eligibility and Vesting
Pre PIA
Post PIA
3 year cliff vesting
Past Higher Ed experience honored
Contribution eligibility and vesting date information lives in excel and is manually updated as necessary, based on employee hire date
Use of PDABCOV
Coverage begin date will equal contribution
Requested date will equal vesting for retirement benefits date
Employee notifications built off of contribution eligibility

14. After the PIA
Year 1
Utilized Ellucian Consultant to implement FMLA and disability tracking in Banner
Process familiarity
Have a contact at Ellucian
Year 2
Ongoing clean-up of rule codes and validation tables
Go live with Employee Profile January 2016
Move Affordable Care Act reporting inhouse

15. Key Takeaways
More knowledge of the business processes within the Human Resource Module
DOCUMENT!
No more shadow systems
Moving ACA in house will have a large fiscal savings

16. Questions or Comments?

17. Please take time to complete our Conference and Session evaluations
Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!