1. Banner Human Resources Faculty Load and Compensation aka FLAC
4/22/2017 8:03 AM
Session Number: NB-3
Banner Human Resources Faculty Load and Compensation aka FLAC
Presented by
Dottie Marron, Principal Student Consultant for Ellucian
Julie Monfette, Principal HR Consultant for Ellucian
California Community Colleges Banner Group • 2012
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2. Course Goal Provide a high level overview of the
Faculty Load and Compensation Module
and to offer
implementation strategies
April 22, Ellucian.com

3. Agenda Overview of the FLAC Module Flow Banner Student Data
Banner HR Data
Self Service Flow & Roles
Implementation Strategies
Questions and Comments
April 22, Ellucian.com

4. 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 Full Time Salaried View and
Part Time Course-based View
Locking Controls for finalized records
Self Service access for Faculty Member with Acknowledgement option
April 22, Ellucian.com

5. FLAC Benefits Improve integration between Banner Student & HR
Allows for unique computations for various types of pay
Encourage Open Digital Campus 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
April 22, Ellucian.com

6. Assumptions
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
April 22, Ellucian.com

7. Process rules and system controls
Automated Faculty Compensation 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
April 22, Ellucian.com

8. Automated Faculty Compensation 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
April 22, Ellucian.com

9. Student Data for FLAC
April 22, Ellucian.com

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 SSASECT
April 22, Ellucian.com

11. Faculty Data - Banner Student
Accommodates date-based and Part of Term courses
Schedule Type associated with each course assignment
Position lookup function added to SIAASGN to validate Position Number
Indicators for Extract and Applied FLAC records
April 22, Ellucian.com

12. April 22, Ellucian.com

13. Contract Type will determine Salaried View or Course-by-Course View
April 22, Ellucian.com

14. Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)
April 22, Ellucian.com

15. Assignment Data that will be extracted to Self Service
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
April 22, Ellucian.com

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
April 22, Ellucian.com

17. Non-Instructional Components for possible compensation.
April 22, Ellucian.com

18. HR Controls for FLAC
April 22, Ellucian.com

19. 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 on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty
April 22, Ellucian.com

20. Enables or Disables Position Validation on SIAASGN
April 22, Ellucian.com

21. Faculty Compensation Level – PT Faculty
Designates Base Level for the Faculty Member
April 22, Ellucian.com

22. Validations, Rules, & Security
Contract Control Rules
Institutional Rules – Instructional and Non-Instructional
Incremental Amount Codes
Security & Web Administrative Access
User Codes Rule – PTRUSER
Organization Access and Roll-up
Web Tailor Role - Administrator
April 22, Ellucian.com

23. April 22, Ellucian.com

24. April 22, 2017 | www.sungardhe.com

25. (4000 characters of Employment Text)
April 22, Ellucian.com

26. Can establish costing for Course Level (Optional)
Can default/override costing at Schedule Level (Optional)
April 22,

27. Incremental Compensation can be applied to any Part-Time Contract
April 22, Ellucian.com

28. Security 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
PSAECLS – Employee Class Security

29. Must have indicator set to be a FLAC Administrator
Update or Query = Master User
None = Only Organization or No Access
April 22, Ellucian.com

30. 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
April 22, Ellucian.com

31. Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.
April 22, Ellucian.com

32. Faculty Load and 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
April 22, Ellucian.com

33. 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
April 22, Ellucian.com

34. Employee Self Service
April 22, Ellucian.com

35. views/updates records
Functional Flow
Run process to
create extract
If record is locked, it
can be ‘Applied’
Administrator
views/updates records
Mass Apply Process
Faculty Member is
Locked when complete
Creates or edits
employee
jobs/assignment
April 22, Ellucian.com

36. Process Flow In Self Service
Employee Self Service
Menu
Filter by Term
Then: College
Campus
Department
Organization
Summary
Employee
Summary
Search by Employee
April 22, Ellucian.com

38. April 22, Ellucian.com

39. Faculty in FLAC sees this selection
April 22, Ellucian.com

40. From Banner Student
From Banner Position Control

43. Salary Compensation View Course Compensation View
full-time faculty
Course Compensation View
part time or adjunct
Job Assignment View
Job detail
April 22, Ellucian.com

44. 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
Support multiple contracts types per employee
April 22, Ellucian.com

45. Salary Compensation View (cont.)
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

48. Position Search ability for construction of Overload

49. Course Information Link
Workload Factor Link

50. 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
April 22, 2017
Ellucian.com

51. April 22, Ellucian.com

54. Job Detail Page Calculated during the Extract Process
Resides with each contract
Dynamically changes when adjustments are made
Determines Primary, Secondary and Overload
Maintains Job Detail, Default Earnings, and Labor Distributions
April 22, Ellucian.com

57. April 22, Ellucian.com

58. Faculty Member or Administrator can download data

59. April 22, Ellucian.com

60. 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
April 22, Ellucian.com

61. Implementation Strategy
Treat FLAC implementation like a true project
Create a project plan, assign a manager and obtain high level sponsor
Tasks, resources, milestones
Identify Stakeholder (includes IT and Web Tailor staff)
Database/Instance for testing/set-up
Student and HR participation
April 22, Ellucian.com

62. Implementation Strategy
Discuss: Contract types.
Faculty pay set up---faculty can have more than one type. One must be a default.
Who will own the rule and validation forms
Create an updated payroll and Term/Staffing calendar
April 22, Ellucian.com

63. Implementation Strategy
Consider implementing small groups of faculty at time by Contract type
Consider how the work is divided now and select one area as a pilot group
Consider what needs to be done to accept electronic signatures
April 22, Ellucian.com

64. Implementation Strategy
Consider implementing Faculty Tracking module first : PEAFACT
April 22, Ellucian.com

65. Implementation Strategy
Who will enter the posn/suffix?
Consider revisiting your position schema for adjunct faculty to make it fool-proof for Schedulers to select positions.
April 22, Ellucian.com

66. Questions & Answers Julie Monfette, Principal HR Consultant julie
Questions & Answers Julie Monfette, Principal HR Consultant and Dottie Marron, Principal Functional Consultant
open for any other questions
April 22, Ellucian.com

67. Thank you for your participation
April 22, Ellucian.com