1. MIS Employee Reporting With Banner HR (almost)
Lee McDonald
College of the Sequoias
Raj Doshi
Kern Community College District
6-APR-2005

2. Overview MIS Data Elements – Where in Banner Banner MIS Processes
Data Entry
A Few Problem Areas
Conclusion

3. What We Want EB file – Employee Demographic
Due in November for all employees
Due with Term End data for faculty
EJ file – Employee Assignment
XE file – Section Assignment
Due with Term End data

4. EB File Elements GI90 RECORD CODE GI01 DISTRICT-COLLEGE-IDENTIFIER
GTVDICD
GI03 TERM-IDENTIFIER X(03)
PEPEDEX parameter 5
EB00 EMPLOYEE-IDENTIFIER
SSN from SPAPERS or Banner ID if no SSN
EB01 EMPLOYEE-IDENTIFIER-STATUS
S for SSN or C if Banner ID

5. EB File (cont) EB02 EMPLOYEE-BIRTH-DATE EB03 EMPLOYEE-GENDER
SPAPERS
EB03 EMPLOYEE-GENDER
EB04 EMPLOYEE-ETHNICITY
SPAPERS, STVETHN
EB05 EMPLOYEE-CITIZENSHIP
SPAPERS, STVCITZ
EB06 EMPLOYEE-DISABILITY-STATUS
GOAMEDI – Primary Disability has been checked
STVMEDI

6. EB File (cont) EB07 EMPLOYEE-EEO6-OCCUPATION-ACT
MIS Occ Code on PTVESKL (Employee Class)
Employee Class on NTRPCLS (Position Class)
Position Class on NBAPOSN
EB08 EMPLOYEE-EMPLOYMENT-CLASSIF
PTVEGRP (Employee Group)
Employee Group on PEAEMPL
EB09 EMPLOYEE-EMPLOYMENT-STATUS
First character of PTVJCTY Code
Job Change Type on PTRJCRE (Job Change Reason)
Change reason on second screen NBAJOBS

7. EB File (cont) EB10 FILLER EB11 EMPLOYEE-CONTRACT-DURATION
MIS EEOG Code on PTVEEOG
PTVEEOG and PTVESKL have Employer indicators that must match GUAINST Installation – can only be viewed and set with SQL
EEO Contract Group on PTRECLS Regulatory Screen
Employee Class on PEAEMPL
EB12 EMPLOYEE-ANNUAL-SALARY
View on PEISTAN, calculated by PEPCSAL
EB13 EMPLOYEE-ANNUAL-STIPEND 9(06)

8. EJ File – Employee Assignment
GI90 RECORD CODE
"EJ"
GI01 DISTRICT-COLLEGE-IDENTIFIER
GTVDICD
GI03 TERM-IDENTIFIER
PEPAEXT parameter 5
EB00 EMPLOYEE-IDENTIFIER
SSN from SPAPERS or Banner ID if no SSN

9. EJ File (cont) EJ01 EMPLOYEE-ASSIGNMENT-TYPE
Non-Faculty – NTRPCLS Employee Skill is not '2‘
If EB07=1, First character is A, other wise S
Second character determined by NBAJOBS Status
Faculty
Instructional – SIAASGN/SIALVAS - Asty (first 2 characters) STVASTY
Non-Instructional – Non-Instructional Assignment screen of SIAASGN/SIALVAS – Asty (need to scroll to see)
EJ02 EMPLOYEE-ASSIGN-LEAVE-STATUS
Non-Faculty
Second character of Job Change Type on PTRJCRE or ‘Y’
Third character of Asty on SIAASGN/SIALVAS or ‘Y’

10. EJ File (cont) EJ03 EMPLOYEE-ASSIGNMENT-ACCOUNT
Non-Faculty
FTVPROG (Program Code, ASA from Budget & Acct Manual)
Prog on NBAJOBS Labor Distributions Screen
Faculty
Instructional – TOP code from SSAOVRR or SCADETL Supplemental screen for assigned section SIAASGN/SIALVAS
Non-Instructional – TOP Code on Non-Instructional screen of SIAASGN/SIALVAS
EJ04 EMPLOYEE-ASSIGNMENT-WEEKLY-HRS
Calculated from NBAJOBS Hours per Day and Appt%
Weekly Contact from SIAASGN/SIALVAS

11. EJ File (cont) EJ05 EMPLOYEE-ASSIGN-HR-RATE
NBAJOBS –Job Detail screen - Rate
EJ06 FILLER 9(04)
EJ07 FILLER 9(06)
EJ08 EMPLOYEE-ASSIGNMENT-FTE
Non-Faculty – NBAJOBS FTE
Faculty – Calculate from section information

12. XE File – Section Assignment
GI90 RECORD-CODE
"XE"
GI01 DISTRICT-COLLEGE-IDENTIFIER
SERXEREC Parameter 1
GI03 TERM-IDENTIFIER
SERXEREC Parameter 4
CB01 COURSE-DEPARTMENT-NUMBER
SSASECT Subject
XB00 SECTION-IDENTIFIER
SSASECT Crse Number
EB00 EMPLOYEE-IDENTIFIER
SSN from SPAPERS or Banner ID if no SSN

13. XE File (cont) XF00 SESSION-IDENTIFIER XE01 FACULTY-ASSIGNMENT-TYPE
SSASECT Instructor screen
XE01 FACULTY-ASSIGNMENT-TYPE
Type on SIAINST Faculty Contract Block
STVFCNT, SIAFCTR
XE02 FACULTY-ASSIGNMENT-PERCENT
SIAASGN % Res
XE03 FACULTY-ASSIGNMENT-FTE
Calculated from SIAASGN and SSASECT
XE04 FACULTY-ASSIGNMENT-HR-RATE
NBAJOBS Rate

14. Creating the Files PEPCSAL – Calculate Salary
PEISTAN to review (one person at a time)
PEPEDEX – EB File
Create Data – Y
Create Tape – N
PDADEMO to review and fix
PEPEDEX
Create Data – N
Create Tape – Y

15. Creating the Files (cont)
PEPAEXT – EJ File
Create Data – Y
Create Tape – N
PDAASGN to review and fix
PEPAEXT
Create Data – N
Create Tape – Y
SERXEREC – XE File
submitted with other section related files

16. Where Do We Enter the Data? SIAASGN
POSN and Suffix must match correct job
Asty –Assignment Type needed
Used for both EJ and XE files

17. SIAASGN

18. PEAEMPL

19. NBAPOSN

20. NBAJOBS (second screen)

21. NBAJOBS Labor Distribution

22. STVASTY

23. Areas With Problems PEPAEXT
Doesn’t include people whose primary job is non-faculty, but have a secondary job as faculty
Need a way to exclude certain ECLS (students, Board members)
Looks for jobs with a job change in the report period instead of active jobs in the report period

24. Problems (PEPAEXT cont)
Insufficient decimal places in workload calculation
Leave status not defaulting to correct value
Hispanic Ethnicity code is wrong

25. Problems (cont) PEPEDEX
In some cases, selecting too many people, need to use term code in some selects
Only reporting EE06-Occupational-Activity code if it changed during the period
Using incorrect default Employment Status (may have been fixed)

26. Problems (PEPEDEX cont)
SERXEREC
Can’t split teaching assignment between regular and overload job
Doesn’t prevent putting incorrect POSN and suffix into SIAASGN – no error generated from report – assignment doesn’t get reported
Too many records selected during process under some conditions

27. Options if Setup Not Perfect
Change your data to match what is expected (easier said than done)
Use a script to fix data in PDADEMO or PDAASGN
Modify the programs to substitute the correct values for yours
Add an MIS column to table and change the selects in the programs

28. And now you can do it! Questions?? Contact us
Access database available with MIS related validation and rules tables available (along with this presentation and Banner and MIS docs)
Thank you