1. Banner Human Resources 8.0 Faculty Load and Compensation Module - 1
New Features and Functions

2. Course Goal
The goal of this course is to provide you with the knowledge and information regarding the new features and functions of Banner Human Resources 8.0.
Before we begin today’s event, let me familiarize everyone with the interface. Important points to note are:
If you don’t have a mute button, click *6 to mute your line and *7 to unmute if you want to ask a question.
If you experience any technical difficulities, press *0 on your phone for technical assistance.
Now, let me take a minute and show you how to use the various features of participant view.
December 9, 2018 |

3. Banner HR Rules & Controls Self Service Flow & Roles
Agenda
Purpose
Overall Module Flow
Banner Student Data
Banner HR Rules & Controls
Self Service Flow & Roles
Self Service Mock-ups
Questions and Comments
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4. Automation of Faculty Assignments from Banner Student to Banner HR
Purpose
Automation of Faculty Assignments from Banner Student to Banner HR
Access information through Self Service Components
Provide Faculty Oriented View of Compensation Details and contract information
Accommodates FT Salaried View and PT Course-based View
Locking Controls for finalized records
Self Service access for Faculty Member with Acknowledgement
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5. Improve integration between Banner Student & HR
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
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6. Security will be provided by Web Tailor Roles and Banner HR Controls
Assumptions
Delivery with Banner 8.0
Client must be operational in Banner Student, HR, and Employee Self Service
Security will be provided by Web Tailor Roles and Banner HR Controls
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7. Process rules and system controls
Automated Faculty Compensation Enhancement General Flow
Banner HR
Employee Information
Process rules and system controls
Banner Student
Faculty Record, Assignments, & Load data
Extract Process for Compensation Calculations and View
Administrator verifies load, assignments, and completes faculty rates.
Administrator and Academic Executive can view faculty course compensation summaries and details
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8. Automated Faculty Compensation Enhancement General Flow
Academic executive can revise and/or lock the final compensation record.
Job Information Created and is marked as ‘Apply’
Compensation data is applied to Banner HR to NBAJOBS
Faculty Member can view and acknowledge compensation details
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9. Student Data for FLAC
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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
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12. Contract Type will determine Salaried View or Course-by-Course View
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13. Assignment Data that will be extracted to Self Service
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14. Non-Instructional Components for possible compensation.
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15. Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)
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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. Enables or Disables Position Validation on SIAASGN
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20. HR Controls for FLAC
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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 FLAC 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
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22. Faculty Compensation Level – PT Faculty
Designates Base Level for the Faculty Member
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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
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24. (4000 characters of Employment Text)
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25. Can establish costing for Course Level (Optional)
Can default/override costing at Schedule Level (Optional)
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28. Incremental Compensation can be applied to any Part-Time Contract
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30. Establish new user security in Banner HR PTRUSER – User Code Rules
Faculty Compensation Master Organization Control
Faculty Compensation Organization Security
Orgn. Security based upon Finance Roll-up Reporting Controls (defines locking controls)
Orgn. Security verifies against assigned Position Organization Code
Define organizational access with Query or Update
Predecessor organizations automatically include subordinates
PSAEMPR – Employer Security (existing)
PSAECLS – Employee Class Security (existing)
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31. Must have indicator set to be a FLAC Administrator
Update or Query = Master User
None = Only Organization or No Access
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32. ‘Organizational Hierarchy’
Organization Access
‘Organizational Hierarchy’
FLAC uses budget organization defined on Positions (NBAPBUD)
Predecessors and subordinates
Set up on FTMORGN or PTVORGN
Example:
001 Office of the President
100 Office of the Provost
110 College of Arts & Sciences
111 Dean of Arts & Sciences
Specified on NSASPSC
Back to Barbara:
Salary Planner is based on the budget organization code defined on the Salary Budget window of NBAPBUD. It does not use the ‘Home Org’ or ‘Timesheet Org’ defined on PEAEMPL or NBAJOBS, respectively. You’ve probably been wondering when we would start using that field for something.
A predecessor would be the organization another department would roll up to, or report to. The subordinate would be that department under another’s budget control.
If SCT Banner Finance is installed, the hierarchy is set up on FTMORGN by defining a ‘predecessor’ organization for each organization created, if applicable.
If SCT Banner Finance is not installed, then this hierarchy may be set up on the PTVORGN form in SCT Banner HR, also by defining a ‘predecessor’ organization for each organization created, if applicable.
In our example here, we have 4 levels (8 levels are actually available) with 111 having 110 as it’s predecessor, etc. Also notice that because each level has a predecessor that is also a subordinate, organization 001 would have all the subordinate organizations in it’s hierarchy.
In Salary Planner selecting organization 001, and including it’s subordinates would provide you with information on 001 as well as each of the lower organizations (100, 110, 111), provided you had the security access set up to those organizations.
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33. Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.
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34. 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
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36. Extract Process- PEPFLAC
FLAC Extract Process
Extract Process- PEPFLAC
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
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37. Extract Process Options
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
Susan will start talking now
One use of these processes:
extract and let the departments review
and updates required in SCT Banner will be completed
Recreate and start the salary/budget update process
Add/Delete at the start of every week
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39. Banner General 8.0
Changes

40. Banner General 8.0 Changes
Common security enhancements
tab-based security
enhanced security auditing
Internationalization enhancements
expanded fields
new forms and tables
PIN security enhancements
better encryption
improved PIN reset mechanism
Supplemental Data Engine
add new data fields to Banner 8 forms
no customization of Banner forms or tables is needed
For more information on these, please refer to the Banner 8 General Release Guide.
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41. Banner Human Resources 8.0 Enhancements
Limited Display of SSN/SIN information on checks/Check Stubs
Partial masking extended for character field
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42. Banner Human Resources 8.0 Enhancements
Additional tab forms added
Partial masking extended for character field
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43. Banner Human Resources 8.X Tabbed Forms
Position Description Form- (PAAPDES)
Position Requirements Form- (PAAPREQ)
Position Definition Form- (NBAPOSN)
Employee FMLA Information – (PEAFMLA)
Employee Class Rules Form- (PTRECLS)
Benefit Category Rules Form- (PTRBCAT)
Fringe Charge Back Rules Form- (NTRFBLD)
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44. Questions & Answers Let me open it up for any other questions
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45. Thank you for your participation