Intro to Banner 9: Human Resources and Payroll

1. Intro to Banner 9:Human Resources and Payroll Sr. Systems Consultant / User Liaison Ellucian Sara ayers

2. Disclaimer Statements about Ellucian products and services are confidential and proprietary to Ellucian. This presentation is not a commitment, promise or other obligation to deliver any material code or functionality, and it should not be relied upon in making any purchase decision. Development and release of Ellucian products and services may change, without prior notice, at Ellucian’s discretion.

3. Agenda Banner 9: Kick-off Training

4. Establishing RAM ID and password To access PPRD instance of Banner 9 Training, please "initialize" your RAM ID (TEST). **You should see a light grey login screen; if it's red, you're in the wrong instance! For New Users (to RAM ID (TEST): Step 1: Access RAM ID (TEST) Portal: Go to https://pgd.ccsf.edu. Step 2: Establish your RAM ID. Instructions for setting up your RAM ID https://pgd.ccsf.edu/KB/new_user.html Step 3: You should now be able to log into RAM ID (TEST) and receive direct access to all your CCSF TEST Resources.

5. For Returning Users To access PPRD instance of Banner 9 Training, please "initialize" your RAM ID (TEST). **You should see a light grey login screen; if it's red, you're in the wrong instance! For Returning Users (to RAM ID (TEST): Step 1: Access RAM ID (TEST) Portal: Go to https://pgd.ccsf.edu. Step 2: Enter your RAM ID username (check "I am Staff/Faculty" checkbox) along with your current password, then click the "Login" button. Step 3: You should now be able to log into RAM ID (TEST) and receive direct access to all your CCSF TEST Resources.

6. Logging into Banner 9 PPRD URL: https://appnav-pprd.ccsf.edu:8101/applicationNavigator

7. What’s to Expect in Banner 9?

8. What to Expect in Banner 9: • Improved user experience • Modern, yet familiar, web user interface with standard controls • Shorter learning curve for occasional users • Enhanced usability and navigation for power users • Ability to run in any modern browser • Mobile friendly

9. Banner 8 vs. Banner 9

10. Key Terminology Changes between Banner 8 & 9

11. New terminology in Banner 9 • Banner forms are now called Banner pages. • Example: NBAJOBS form will now be referred to as NBAJOBS page • Blocks are now called sections • Example: key block will now be referred to as the key section • Next block  is now Go button • Rollback  is now Start Over button • Query  is now Filter

12. Shortcut Key Changes

13. Menu Search Bar Search Icon Sign out Recently visited pages Online Help

14. What’s New in Banner 9 HR?

15. Non-binary Gender Due to the sensitivity around a person's gender, Banner Position Control has relaxed the edit that requires a binary gender (male or female) when an employee is hired or when an employee changes their gender. Updated PPAIDEN to support the new Banner General fields ‘Gender Designation’ and ‘Personal Pronoun’ to reporting views. The new fields allow individuals to have a gender designation other than a male or female; and, for people to designate a personal pronoun that should be used in communication.

16. Direct Deposit Update The PHPDIRD process now uses all ten characters of the Origin ID and Destination ID fields from the GTVBANK table. Some banks require ten characters in this field on the ACH Direct Deposit file.

17. Electronic Consent Update • A new Allow electronic consent to terminated employees indicator was added that lets you give terminated employees the ability to electronically consent and receive tax documents. • The previous Latest Year-End field was changed to Latest Year-End Statement to Display W2 or T4 and lets you control the last year of W2 or T4 year-end statements to display in Banner.

18. Demo of Commonly Used Pages…

19. Questions?

20. Thank you!!! Sr. Systems Consultant / User Liaison sara.ayers@ellucian.com Sara ayers