Banner Human Resources 8.0 Faculty Load and Compensation Module - 1

1. Banner Human Resources 8.0 Faculty Load and Compensation Module - 1 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. Purpose • Automation of Faculty Assignments from Banner Student to Banner HR • Access information through Self Service Components • Provide Faculty Oriented View of Compensation Details and contract information • Accommodates FT Salaried View and PT Course-based View • Locking Controls for finalized records • Self Service access for Faculty Member with Acknowledgement

5. FLAC Benefits • Improve integration between Banner Student & HR • Encourage UDC usage with a focus on Banner, Self Service, BDMS, & Workflow • Improve user productivity through automated application of Job Assignments from core faculty assignment data • Information presented to faculty and administrators in an easy to understand format

6. Assumptions • Delivery with Banner 8.0 • Client must be operational in Banner Student, HR, and Employee Self Service • Security will be provided by Web Tailor Roles and Banner HR Controls

7. Banner HR Employee Information Process rules and system controls Automated Faculty Compensation Enhancement General Flow Banner Student Faculty Record, Assignments, & Load data Extract Process for Compensation Calculations and View Administrator verifies load, assignments, and completes faculty rates. Administrator and Academic Executive can view faculty course compensation summaries and details

8. Automated Faculty Compensation Enhancement General Flow Academic executive can revise and/or lock the final compensation record. Job Information Created and is marked as ‘Apply’ Compensation data is applied to Banner HR to NBAJOBS Faculty Member can view and acknowledge compensation details

9. Student Data for FLAC

10. Faculty Data - Banner Student • Faculty/Advisor Information – SIAINST • Must be in ‘Active’ Status for the term • Contract Type Code associated with Faculty Member • Term Based Information from Faculty Assignment – initiated and maintained on SIAASGN and/or SSASECT • Accommodates date-based and Part of Term courses • Schedule Type associated with each course assignment • New Position lookup function added to SIAASGN to validate Position Number • New Indicators for Extract and Applied FLAC records

12. Contract Type will determine Salaried View or Course-by-Course View

13. Assignment Data that will be extracted to Self Service

14. Non-Instructional Components for possible compensation.

15. Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)

16. SIAASGN – Faculty Instructional and Non-Instructional Assignments • Added Position Number lookup and validation • Utilizes Banner HR called forms for Positions and Job Assignment Lists • Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function

19. Enables or Disables Position Validation on SIAASGN

20. HR Controls for FLAC

21. Banner HR Data Assumptions • Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted • Administrators for FLAC data will require setup in Banner HR to define security access within Self Service • Optional use of Faculty Level (new field) on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty

22. Faculty Compensation Level – PT Faculty Designates Base Level for the Faculty Member

23. Validations, Rules, & Security • Contract Control Rules • Institutional Rules – Instructional • Non-Instructional • Incremental Amount Codes • Security & Web Administrative Access • User Codes Rule – PTRUSER • Organization Access and Roll-up • Web Tailor Role - Administrator

24. (4000 characters of Employment Text)

25. Can establish costing for Course Level (Optional) Can default/override costing at Schedule Level (Optional)

28. Incremental Compensation can be applied to any Part-Time Contract

30. Security • Establish new user security in Banner HR • PTRUSER – User Code Rules Faculty Compensation Master Organization Control • Faculty Compensation Organization Security Orgn. Security based upon Finance Roll-up Reporting Controls (defines locking controls) Orgn. Security verifies against assigned Position Organization Code Define organizational access with Query or Update Predecessor organizations automatically include subordinates • PSAEMPR – Employer Security (existing) • PSAECLS – Employee Class Security (existing)

31. Must have indicator set to be a FLAC Administrator Update or Query = Master User None = Only Organization or No Access

32. Organization Access • ‘Organizational Hierarchy’ • FLAC uses budget organization defined on Positions (NBAPBUD) • Predecessors and subordinates • Set up on FTMORGN or PTVORGN • Example: 001 Office of the President 100 Office of the Provost 110 College of Arts & Sciences 111 Dean of Arts & Sciences • Specified on NSASPSC

33. Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.

34. Faculty Compensation Roles • Web Administrator access defined within Web Tailor Script to update Web Tailor with new role, tabs and icons • Academic Administrators will utilize Banner HR security • Faculty Member to access via Employee Self Service

36. FLAC Extract Process Extract Process- PEPFLAC • Selects Assigned Faculty Members from Banner Student by Term or Part of Term • Can filter selection based upon ECLS of Position and/or Contract Type of the Faculty member • Can process individual ID’s • Faculty must have Employee Record in Banner HR (non-terminated) • Builds ESS files and computes Faculty Compensation • Extract Report – details Faculty extracted and Errors

37. Extract - continued Extract Process Options • ‘Initial’ • Creates the initial information for the Self Service • Can be run multiple times to extract new faculty members not yet in the file • Adds new Faculty to the existing Term file • ‘Recreate’ • The data will be replaced in the ESS file • ‘Add/Delete’ • Deleted Faculty Assignments will be removed • Faculty Assignments that have been added will be extracted • Newly added Faculty members will not be added with this setting

39. Banner General 8.0 Changes

40. 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.

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

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

43. 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)

44. Questions & Answers

45. Thank you for your participation