Banner HR 8.0 Employee Self Service: New Features Overview

1. Banner Human Resources 8.0Employee Self Service and Faculty Load and Compensation Module - 2 New Features and Functions

2. Course Goal The goal of this course is to provide you with the knowledge and information regarding the new features and functions of Banner Human Resources 8.0.

3. Agenda • Purpose • Overall Module Flow • Banner Student Data • Banner HR Rules & Controls • Self Service Flow & Roles • Self Service Mock-ups • Questions and Comments

4. Employee Self Service

5. Functional Flow Run process to create extract If record is locked, it can be ‘Applied’ Administrator views/updates records Mass Apply Process Faculty Member is Locked when complete Update to employee jobs

6. Process Flow In Self Service Employee Self Service Menu Filter by Term Then: College Campus Department Employee Summary Search by Employee Organization Summary

8. Faculty in FLAC sees this selection

9. From Banner Student From Banner Position Control

14. Compensation View Salary Compensation View Course Compensation View Job Assignment View

15. Salary Compensation View • Designed for Full-Time, Salary Based Contracts • Ability to display Current Salary within the Position • Ability to review Faculty Load factors extracted from Student • Can support multiple contracts • Overload payment can be constructed with Load factors • Overload can be associated with Instructional or Non-Instructional activities • Links allow the display of: • The Job Detail information • Workload breakdown • Course Details

18. Data moved from Instructional block and computed

19. Effect of Overload displayed in Job Assignment Total

21. Position Search ability for construction of Overload

22. Course Information Link Workload Factor Link

23. Course Compensation View • Calculations on Course Based Contracts • Two-tiered View – Summary and Detail • Ability to assign Increments to course • Ability to view/change Faculty Level for Base Rates • Computes based upon pre-established rules • Links for Course Information, Course Calculation Detail and Job Detail

27. Job Detail Page • Calculated during the Extract Process • Resides with each contract and accessible from Salary or Course View • Dynamically changes when adjustments are made • Determines Primary, Secondary and Overload • Determines Payroll date span of the assignment • Calculates Contract Pay Periods • Maintains Job Detail, Default Earnings, and Labor Distributions

29. Administrator can override any pay component –System will store and report calculated and overridden.

31. Accounts determined from Schedule Override, Current Position Assignment, or Position Budget. Multiple courses assigned to the same position, Labor Distributions are distributed in proportion to the course value.

32. Additional Self Service Pages Lock/Unlock View for Completed Records • ‘Lock / Unlock’ • Used in Faculty Compensation to freeze data in preparation to apply the job assignment • Users can view data only • Prevents users from making changes • Hierarchical - Users with access to a predecessor organization may unlock and update data • Only locked records can be applied to NBAJOBS

33. Reports Lock Status, Acknowledgement, and Apply Status

34. Additional Self Service Pages Faculty Member View and Acknowledgment • Summary of Compensation and Payment Details • Can be accessed by administrator • Can view if the status is ‘Locked’ or ‘Applied’ • Ability to download data

37. Faculty Member or Administrator can download data

39. Processing and Reporting Job Apply Process - PEPFCAP • Mass Apply process run through Job Submission • Selects Faculty records in a ‘Locked’ status • Utilizes Jobs API function to edit and insert records • Parameters: • Term • Report mode (edit & validate) or Process mode (edit & update) • Suppress ‘Warning’ message option

40. Processing and Reporting Job Apply Process • Output report details Employee, Job Assignment information, and Diagnostic Messages • Totals at the conclusion will report Number of Employees selected, Number of Employees Updated, and Number of Employees with ‘Errors’

42. Processing and Reporting UDC Features • BDMS – ability to attach contract document to Faculty member view; • Workflow event – an event is created when Administrator locks in faculty compensation (for possible incorporation of email notification workflow).

43. Banner General 8.0 Changes

44. Banner General 8.0 Changes • Common security enhancements • tab-based security • enhanced security auditing • Internationalization enhancements • expanded fields • new forms and tables • PIN security enhancements • better encryption • improved PIN reset mechanism • Supplemental Data Engine • add new data fields to Banner 8 forms • no customization of Banner forms or tables is needed For more information on these, please refer to the Banner 8 General Release Guide.

45. Banner Human Resources 8.0 Benefits of Multiple Year Encumbering January 7, 2020

46. Banner Human Resources 8.0 Enhancements • Limited Display of SSN/SIN information on checks/Check Stubs • Partial masking extended for character field

47. Banner Human Resources 8.0 Enhancements • Additional tab forms added • Partial masking extended for character field

48. Banner Human Resources 8.X Tabbed Forms • Position Description Form- (PAAPDES) • Position Requirements Form- (PAAPREQ) • Position Definition Form- (NBAPOSN) • Employee FMLA Information – (PEAFMLA) • Employee Class Rules Form- (PTRECLS) • Benefit Category Rules Form- (PTRBCAT) • Fringe Charge Back Rules Form- (NTRFBLD)

49. Questions & Answers

50. Thank you for your participation