Session HR- 7 HR Implementation Tip and Tricks Banner Baseline Innovations Julie Monfette – SunGard Higher Education

1. Session HR- 7 HR Implementation Tip and Tricks Banner Baseline Innovations Julie Monfette – SunGard Higher Education Human Resources and Finance Team Manager Human Resource Consultant

2. Objective • Discuss Innovative Solutions using Banner Baseline concepts • Showcase client examples of innovations • Group discussion of additional ideas from attendees • Promote creative and prudent solutions to meet your day-to-day operational needs.

3. Union Dues with Limits • Presented by Tiffany Rowden of Taft CC. • Monthly Limit • Yearly Limit • No calc rule with Plan that met both requirements • Takes advantage of the functionality of the Ben/Ded Mass Change Rule Form

12. Names removed to protect PII

13. TB Tracking • Presented by Jamie Cannon, Feather River College

14. Typical Set Up for Tracking TB • PTRCERT-RULE FORM • PPACERT –APPLY TO AN EMPLOYEE

15. PTRCERT

16. PPACERT

17. PROS AND CONS OF PPACERT FOR TB • Pro:Allows for detail of timing and expiration and current status • Con: No baseline reporting or notification of pending due dates

18. Using PEAREVW • PRO: PEAREVW ALLOWS FOR BASELINE REPORTING USING PERREVW • PRO: THROUGH LUMINIS, BOTH EMP AND SUP CAN SEE THE DUE DATE • CON: NO TRACKING DETAILS

19. PTVREVW

20. PEARVEW

21. View from Luminis

22. Consider using both • PPACERT allows for the details • PEAREVW allows for the due date tracking and reports for HR • PEAREVW allows for the notificaition and puts the accountability back in the hands of the employee and their supervisor

23. Suffix “validation” • Presented by Julie Monfette on behalf of Citrus Community College

24. Use of Help Query • Citrus needed to ensure that all parties kept to the designated Suffix configuration to keep their data useful and timeless • While the suffix does not have a true validation form, using the Help Query allows you to add an easy access reference.

25. Help Query

26. Help Query

27. Sample Legend

28. Other ideas for local “Help” • Consider adding to all date fields in PEAEMPL • Any time you re-purpose a field, be sure to add the local Help so all users have access to it. • Great for insuring ease of access • Great for insuring consistent use of the field

29. Repurposing Fields • Cautions: always document why you are repurposing a field both with in Banner help and for end users.

30. Other solutions • Supplemental Data Engine • available for down load for 7.4 • Part of Banner 8 enhancement • Find details in the release guide for General

31. Access under General menu

32. gtvsdtb

33. goadisc

34. goasdmd

35. Light bulb is yellow to indicate it is on the form

36. The light bulb is illuminated to show there is data.

37. MIS Data Validation • Ideas to keep your data accurate from the start of the record • Avoid crunch to correct the output for MIS extracts • Consider scheduling the validation process with IT to run once a week • Always give the errors back to the end user to let them correct their entries, and… • Nip bad data entry habits early!

38. MIS Data Validation • Consider running a “null” script to seek out a MIS required field that is otherwise not triggered to indicate an error when left null. • The most common neglected fields are on PEAEMPL

39. MIS Data Validation • PEAEMPL has several fields that can be left null: • Employee Group • District • Hiring Location • Marital Status

40. MIS Data Validation • Consider a scheduled “sweep” using SQL to check for a match of STRS/PERS setting on PEAEMPL and the job.

41. Other Solutions • Group Discussion

42. Questions? • Julie.monfette@sungardhe.com • jcannon@frc.edu • trowden@taft.org