MIS Employee Reporting With Banner HR (almost)

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

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 • Due in November for all employees • XE file – Section Assignment • Due with Term End data

4. EB File Elements • GI90 RECORD CODE • "EB" • 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 • SPAPERS • EB03 EMPLOYEE-GENDER • SPAPERS • 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) • View on PEISTAN, calculated by PEPCSAL

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’ • Faculty • 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 • Non-Faculty • Calculated from NBAJOBS Hours per Day and Appt% • Faculty • Weekly Contact from SIAASGN/SIALVAS

11. EJ File (cont) • EJ05 EMPLOYEE-ASSIGN-HR-RATE • NBAJOBS –Job Detail screen - Rate • EJ06 FILLER 9(04) 035-038 • EJ07 FILLER 9(06) 039-044 • 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 • 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 • leem@cos.edu • rdoshi@kccd.cc.ca.us • Access database available with MIS related validation and rules tables available (along with this presentation and Banner and MIS docs) • Thank you