1. Salary Planner…..SUCCESS!!!
Susan Hill, Director of Enterprise Wide Services
Jodi Kaelin, Assistant Director of Human Resources
Jim Kane, Associate Director of Human Resources
Nancy Rambo, Academic Budget Director
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

2. Getting Ready for Salary Planner
Upfront Planning = Planning for success!
Getting Ready for Salary Planner
Salary Planner Committee
VPAA, HR, UNIT, Payroll, Budget, Financial Systems
Setting Goals and Timelines
Different for Academic vs. Administrative budget process
November – March
Decide early how far to roll out
We did a complete roll out to VPs, Deans, Directors
Establish support of VPs
Organization hierarchy chart updated, eclas updated
Planning for communication and training of end users
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

3. Salary Planner Process Overview
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

4. Banner Set up for Salary Planner
Salary Planner Set up
Security
Create Extracts
Pulls all live pay records.
Adjustments made for certain faculty classes. (ie: 12 month salaried chairs, etc., had to create records for base salary, zero out 1 semester appointments)
NBAPBUD – Adjustments made for Faculty
Records not updated yearly, had to ensure accuracy
Eclas pull from NBAPBUD
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

5. NTRINST – Position Control Installation Rules
Salary Planner Tab
NSPACAT.SQL
Script that creates approval types and approval categories (ie; SPCSAL, SPCJLD, SPDHRS, SPCALL, SPTSAL, STJLD, STRHRS)
This enables EPAF’s to be created when running NBPSPUP (upload process)
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

6. PTRUSER – User Code Rule Form
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

7. NSASPSC – Salary Planner Security
Only affects org security within Salary Planner – does NOT affect other Banner HR security
This Org Code covers all subordinate orgs in the entire College – appropriate for a Dean
Example of a person who has access to more than one Org Code
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

8. NTRALVL – EA Level Rules Form
Associate individual users with each approval level
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

9. NTRACAT – EA Category Rule Form
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

10. NTVBRPO – Budget Profiles
Can create budget profiles. Members of each profile must be assigned individually. For us = bad.
Used for people we wanted to keep out of general extracts.
Executives – we did use this profile to pull in all execs separately.
No Increases – for various reasons, these people were not pulled into any extracts (ie; STD, terms, new hires, etc)
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

11. NTRSPEX – SP Extract Rules
Identify who will be extracted from Banner into Salary Planner
Used on the NBPSPEX – Extract Process
Can only identify/categorize extracts by;
Employee Class – can choose all or individual
Bargaining Units
Budget Profile – can choose a particular profile
Extract nomenclature
Carefully consider extract names
Description, not extract ID appears in Salary Planner
We used Category (ie: Staff, Faculty, Service) as Extract Description
We used Fiscal Year (ie: FY 2007) as Scenario in Salary Planner
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

12. NTRSPEX – SP Extract Rules
Extracts we created
Rules for each extract are established here
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

13. NTRSPEX – SP Extract Rules
Here you can choose eclas to include, or use the include all option
Selected eclas for this extract below
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

14. NTRSPEX – SP Extract Rules
Example of how the
budget profile works -
Only EE’s associated
with the NOINCR
profile will be pulled
into extract in this
scenario
Uncheck if using budget profile
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

15. PTRJCRE – Job Change Reason Code Rules
Must choose at least one to be displayed on web
Can have more than one (ie; merit, bonus, etc.)
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

16. NBAPBUD – Position Budget Form
Use NBAPBUD to associate individual positions with a budget profile.
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

17. Employee Self Service Set up for Salary Planner
Establish access to Salary Planner in Web Tailor
Define the role of each user in Web Tailor
Master Salary Planner (only a select few) Can create scenarios and modify initial scenario
HR Manager (everyone else) Edit existing scenarios for orgs assigned in NSASPSC
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

18. NBPSPEX – Salary Planner Extract Process
Extracts data from Banner into Salary Planner
Date extract runs
Date extract runs
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

19. Results of NBPSPEX – using GJIREVO
First celebration of success!
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

20. Salary Planner in Self Service
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

21. Create Scenario – Master Salary Planner
Give forethought to your Extract and Scenario names
We used Group descriptor for Extract and Fiscal Year for Scenario (ie: STAFF, FY 2007)
Create scenario here – In salary planner, this will appear as “Extract ID”, “Scenario” Staff, FY 2007 in our scenario.
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

22. Edit Scenario – Where most users will go
Select Extract and Scenario here
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

23. Position Filters – Included standard instructions
Only the Orgs a user has security access for appear here
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

24. Salary Planner in Self Service
Can make mass changes (amount or percent) here. Useful for what-if scenarios
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

25. Salary Planner in Self Service
Totals for multiple orgs with %change within and across orgs
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

26. Job Detail – EPAF fields
Check to exclude
We disabled this page/feature to avoid unintended changes
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

27. Locking the Orgs Done at the conclusion of the salary planning process
Hierarchical in nature – higher org lock out subordinates
ie: Chairs lock their orgs, then Deans, then VP, then President
Can be “unlocked” by top of hierarchy
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

28. Hiding/Removing EE’s from the Extract
Very helpful tool
STD/Leaves of absence
Terminations
Grant funded positions
Entrepreneurial positions
Positions funded by different departments
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

29. NBPSPUP – Salary Planner Upload Process
Bring modified salary data back into Banner
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

30. Results of NBPSPUP – using GJIREVO
Second Celebration
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

31. Final Processing Steps – Apply EPAFs
NOPEAMA – Electronic Approvals Mass Apply
EPAF’s which have been created can be mass applied
NOAAPSM – EA Summary Form
View applied transactions
NBAJOBS – Confirm new records created
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

32. Communication / Training Plan
Salary Planner Ambassadors
Hands on training for each VP, Dean, Major Users
Time consuming but a good investment
Early communication
Easy to follow instructions
Continual follow up and assistance with changes
On-call for issues, questions
Salary Planner Committee
Reporting
Created custom discoverer reports to monitor and analyze
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

33. Results
Eliminated manual, individual record update and checking process
Eliminated creation and distribution of complicated spreadsheets – SP is much more secure
End users have info at their fingertips all year round
Very well received, feedback overwhelmingly positive
Greatly streamlined salary review process
Reduced errors
Improved budget office functionality
Banner rounds automatically to 5 decimals
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!

34. Next Steps
Create ESS salary letters to eliminate manual creation and distribution
Process feedback and work on incorporating suggestions
Removing superfluous information from SP
Mechanism to include salary grades and ranges
Investigate add/delete process
Investigate options for updating job labor distribution
November 21, | Pennsylvania Banner Users Group | Salary Planner…Success!