1. CLIQ-ing through Banner: Employee Profile presented by Terry Beard and Brad Smith Library and Information Services Institutional Systems

2. C.L.I.Q. Dickinson College 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. Please feel free to ask questions at any time during the session. Thank you for your cooperation!

3. C.L.I.Q. Dickinson College Background DataTel to Banner – the time was right Disparate systems Banner access not required to deliver secured information to the desktop. Needed a consolidated way to retrieve information for all departments in a flexible yet easy to maintain environment Easy to use

4. C.L.I.Q. Dickinson College Technically speaking… ColdFusion framework In house development commencing Spring 2005 ColdFusion Reports MS Access and Oracle databases Interactions with Banner, R+, Nolijweb Secure – SSL / Authentication / Authorization Available via Luminis Portal Adobe Flex 2

5. C.L.I.Q. Dickinson College Its all in a name August 2006 released to Faculty and Staff as Class List & Interactive Queries Due to growth in functionality, rebranded as College Lists & Information Queries Currently has over 40 functions Wide array of users including Faculty, Registrar, Admissions, Mail Room, Development Office Has become a critical application

6. C.L.I.Q. Dickinson College Functionally speaking… Profiles –Students –Employees Faculty –Advisee Lists –Class Lists –Majors Lists Mail Room –HUB boxes –labels Development –Report of Gifts –Prospects –Ask Amounts Admissions –Import –Outreach Media –Deans List –Grad List –Student Updates

7. C.L.I.Q. Dickinson College PEAEMPL PPAIDEN PPACMNT PEALEAV PEAREVW NBAJOBS PDADEDN PDABENE PDABCOV etc., etc….

8. C.L.I.Q. Dickinson College Administration 101 FunctionsUsersRoles Simple and flexible structure Some roles allow a parameter to be passed Role verification applied to ColdFusion templates Administration can be delegated to power users

9. C.L.I.Q. Dickinson College CLIQing for Human Resources July 2007 released to Human Resources. Wide array of users including HR, Department Heads, Supervisors, Public Safety. Phased roll-out to Campus groups in October, 2007.

10. C.L.I.Q. Dickinson College HR Management HR Staff Payroll Manager Student Payroll Supervisors Directors Senior Management Public Safety Campus Services The Key Roles

11. C.L.I.Q. Dickinson College Human Resource Blocks Demographics –Contact Info –Job info –Photo –Emergency Contacts Job History –Performance –Job Changes –Labor Distribution Faculty Info –Tenure Data –Leave Time Benefits –Medical –Retirement –Voluntary –Flex Spending –Dependent Information Payroll –Leave Time –Tax Information Miscellaneous –Certifications –Committee Memberships –Comments

12. C.L.I.Q. Dickinson College Block Matrix HR StaffStudent PayrollSupervisorsPublic Safety CLIQ Block Sees All Employees Sees all Student Employees Sees All Employees they Supervise Sees All Employees Current Job Information No SalariesX No Personal Demographics XXNO Dependent Information XNO Note 3 PhoneXXNote 2X Leave TimeXNOX Contact Information XXNote 1X Note 1: Do Not Display if Confidential Flag is ON. Note 2: Do not Display if Phone is coded as an Unlisted Phone Number Note 3: Exclude Dependents with Relationship Code that is protected by Privacy Laws

13. C.L.I.Q. Dickinson College PEAEMPL PPAIDEN PPACMNT PEALEAV PEAREVW NBAJOBS PDADEDN PDABENE PDABCOV etc., etc….

14. C.L.I.Q. Dickinson College Employee Profile Comprehensive view of an employees employment information Includes information that while retrievable from Banner, would require the user to access several screens Look up by Banner ID or user name Can be printed to PDF

15. C.L.I.Q. Dickinson College Employee Profile Security Secured by previously defined roles. Salary information further secured by role definitions within blocks of data. Respects the Confidential Flag in Banner for most roles. (exception: HR and Public Safety) Respects the Unlisted Phone Number Flag in Banner for most roles. (same exceptions as above) Respects privacy laws regarding dependents, spouses, and domestic partners for all roles.

16. C.L.I.Q. Dickinson College Employee Profile

17. C.L.I.Q. Dickinson College CLIQ 2.0 Complete migration of CLIQ database to Oracle Enhance user experience Implement ColdFusion 8 Add additional administrative functionality Release in January 2008

19. C.L.I.Q. Dickinson College Questions and Answers