What is Banner?

1. Mini-Banner What is Banner? Banner is a software system that contains valuable student information. It’s a tool that will benefit you as you seek to hire and employ student employees, because it gives you information at your fingertips. Rather than having to call the Student Financial Aid Office to get information (along with every other person on campus trying to hire student employees) you can simply use Banner to get the information you need. Why do I need Banner training? Bannertraining is required before authorization is given to access it. The reason for this is that Banner contains lots of sensitive information. If you only need to access Banner for work-study purposes, special access is given so that you are only able to view certain information. You will not be able to make changes to the information contained in Banner, so have no fear of “messing something up.” Navigation in Banner works differently from the Microsoft Office software you may be used to. This basic navigation tutorial will help you use the program more easily.

2. Mini-Banner In this lesson you will learn how to: Complete the Application for Banner Student Information Systems Access form Log into Banner Using the Go field to navigate the forms Change your password in Banner Exiting Banner

3. Mini-Banner Complete the Application for Banner Student Information Systems Access form The “Application for Banner Student Information Systems Access” form is available at: www.baylor.edu/student_employment/index.php?id=22164 Or by following this path: Baylor.edu Faculty/ Staff Work-Study Forms (you will need to enter your Bear ID and password) then click on Banner Access Steps to follow: • Print the form. • Complete the form. • Have your department head sign the form. • Mail the completed form to Margaret Lemon, One Bear Place 97268

4. Mini-Banner Complete the Application for Banner Student Information Systems Access form Once you have completed the form and mailed it to Margaret Lemon,the paperwork will take a few days to process. Once the paperwork has been processed a USERNAME and temporary Banner password, different from your Bear ID and password, will be e-mailed to you. Save this USERNAME and password for logging onto Banner the first time. • Print the form. • Complete the form. • Have your department head sign the form. • Mail the completed form to Margaret Lemon, One Bear Place 97268

5. Mini-Banner Log into Banner 1 www.baylor.edu/banner Begin by logging into Banner. 1. Open your internet browser and type in www.baylor.edu/banner. Wait for the Java Microsystems screen to load. 2. Enter your USERNAME and password. (Remember these are not the same as your Bear ID and password). Leave the “Database” field blank. 3. Click “Connect.” (Remember the hourglass will display until you click connect.) 2 3

6. Using the Direct Access field to navigate the forms Mini-Banner • Located on the main Banner page is the “Go To” field.You will use this field to get to the two forms in Banner, RJASEAR and RJASERF, that you will use when hiring student employees. • Enter the name of the form in the “Go To” field. For example, enter RJASEAR. • Hit the “enter” key to go to the form you entered. RJASEAR

7. Change your password in Banner Mini-Banner This is the first page you will come to in Banner. GUAPSWD • Enter “GUAPSWD”, using all capital letters, in the “Go” field and click “enter.”

8. Change your password in Banner Mini-Banner The “Oracle UserID” field will already be populated with your USERID for Banner. This is the page where you will change your password. In this field enter the password you were given in the e-mail to access Banner. Enter your new password in the “New Oracle Password” field and then re-enter it in the “Verify Password” field. Pick something that would not easily be figured out by others.

9. Change your password in Banner Mini-Banner Once your password has successfully been changed, you will receive a confirmation message. Select “Ok” and you will be returned to the first Banner page. When you are finished select “Ok.”

10. Exiting Banner Mini-Banner To exit a form in Banner without leaving the system, click on the “ X” icon located in the top right corner of the tool bar. HINT: To exit Banner completely, click on the “red X” icon from any page.

11. Mini-Banner Review Question True or false? My USERNAME and password for Banner are the same as my Bear ID and password.

12. Mini-Banner Review Question True or false? My Bear ID and password are the same as my USERNAME and password for Banner. Answer False. Your USERNAME and password for Banner are completely separate and different from your Bear ID and password. Your USERNAME and password will be issued to you once you complete and turn in the Application for Banner Student Information Systems Access form.

13. Mini-Banner Review Question True or false? I should call the Student Financial Aid Office (SFAO) to have Banner loaded onto my computer.

14. Mini-Banner Review Question True or false? I should call the Student Financial Aid Office (SFAO) to have Banner loaded onto my computer. Answer False. Banner is a web based program available at www.baylor.edu/banner or banner.baylor.edu after receiving your password from ITS.

15. Mini-Banner Review Question • How do I access the Banner forms I will use when hiring student employees? For example, RJASEAR and RJASERF? • Select the forms from the pull down “Forms” menu • Type the name of the form into the “Go” field • Click on the “Forms” icon • Call the Student Financial Aid Office

16. Mini-Banner Review Question • How do I access the Banner forms I will use when hiring student employees? For example, RJASEAR and RJASERF? • Select the forms from the pull down “Forms” menu • Type the name of the form into the “Go” field • Click on the “Forms” icon • Call the Student Financial Aid Office Answer The correct answer is “B”. You will type the name of the form into the Go field and hit enter.

17. Mini-Banner End of Section. Click to return to the main menu.