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Banner Self-Service The source for your employee information. Banner Self-Service Support.

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Presentation on theme: "Banner Self-Service The source for your employee information. Banner Self-Service Support."— Presentation transcript:

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2 Banner Self-Service The source for your employee information. Banner Self-Service Support

3 You can click on any of the entries in the Contents list to go directly to that section. OR Banner Self-Service Login Personal Information Menu Banner Self-Service Main Menu Employee Services Menu Banner Self-Service Support Contents You can continue from here to start the lesson from the beginning.

4 Open your internet browser to the College homepage at Click on the My STLCC button in the upper right corner of the window. Return to menu Banner User Support To access Banner Self-Service:

5 The My STLCC webpage is displayed. Return to menu Select the Banner Self-Service option from the menu items listed. Banner User Support

6 NOTE: Important notices from Banner administration about the status of the system may be displayed. The Self-Service welcome page is displayed. Return to menu This webpage provides information for students, faculty and staff about the Banner Self-Service system. Click on the green LOGIN! button to display the Self- Service login screen. Banner User Support

7 The User Login window displays instructions for logging in to Self-Service. If you have problems logging in, select the Help Screen Links for additional instructions. Banner Self-Service Support

8 2. Enter your nine-digit STLCC User ID number in the User ID field. This nine-digit number begins with an upper case A, followed by 8 numbers. 1. Tab to the User ID field, or click in the field to position your cursor there. 3. Tab to the PIN field, and enter your six-digit Personal Identification Number. 4. Click on the Login button to log in to the Banner Self-Service system. If this is the first time that you have logged in to Banner Self-Service, you will need to set your PIN. On the User Login screen: A ●●●●●● Banner Self-Service Support

9 You can also click on the section heading to go to that area of Banner Self-Service. Links to areas of Banner Self-Service that you are authorized to use are displayed in the tabs at the top of the screen. We’ll start by learning to use the Personal Information menu. Main Menu Banner Self-Service Support This is the Banner Self-Service main menu.

10 A list of menu options is displayed. Each item is linked to a different Banner Self-Service page. Personal Menu Or click on the RETURN TO MENU link at the top each page. Banner Self-Service Support You can return to this menu at any time by clicking on the Personal Information link.

11 The Change PIN option allows you to change your Personal Identification Number. 1. Just enter your current PIN in the Enter Old PIN field. 4. Click on the Change PIN button to process the change, and return to the Personal Information menu. 1. Just enter your current PIN in the Enter Old PIN field. 2. Type your new PIN in the Enter New PIN field. 1. Just enter your current PIN in the Enter Old PIN field. 2. Type your new PIN in the Enter New PIN field. 3. Type the new number again in the Re-enter New PIN field. Banner Self-Service Support

12 Your security question is used to verify who you are to the system when you have forgotten your Personal Identification Number. This option allows you to change the question to protect your security. 3. Click on the Submit button to process the change, and return to the Personal Information menu. 1. Enter a new security question in the New Question field. 2. Enter the answer in the New Answer field. Banner Self-Service Support

13 You will notice several “view” options in the menu. These screens are used to view your personal information in Banner for: Address and phone numbers addresses Emergency contact information Banner Self-Service Support

14 Your contact information can be vital in an emergency. Your contact information can be vital in an emergency. Keep it current! Your information is very important, and should be reviewed to be certain that it is correct. Banner Self-Service Support

15 To change your personal information, select the “Update” option in the menu for that type of information. Banner Self-Service Support

16 NOTE: For your security, your residency address can not be changed in Banner Self-Service. Contact the Human Resources department to change this information. Click on the Current Mailing Address link to change your mailing address in the system. You can also go to the update screen by clicking on the telephone links. The Update Address(es) and Phone(s) link displays the screen shown here. Use this screen to select the address to change. Banner Self-Service Support

17 The first section of the form lets you change your mailing information. The Telephone section allows you to include multiple phone numbers and types. Select a phone type then add the number to your records. Click on the Submit button to process the change. Banner Self-Service Support

18 When you select the Update Address(es) option from the Personal Menu, the screen shown to the left is displayed. 1. Click on an address to change it. 2. Change the address. 3. Click on the Submit button to process the change. Banner Self-Service Support

19 If you need to update your Emergency Contact Information, or add a new contact: 2. Add new information, or change any of the information displayed. 3. Click on the Submit Changes button when you have finished. 1. Click on the name for the contact that needs to be changed. Or click on the New Contact link to add a new contact. Banner Self-Service Support

20 1. Click on the Display in Directory box to check items that you want to include or exclude from the directory. 2. Click on Submit Changes when you are finished. The directory will include any information that you have specified. The Directory Profile option is used to update your work location information in the Employee Directory on the SLCC Intranet. Banner Self-Service Support

21 Use the Update Marital Status option to change your status in the Banner system. 1. Select an option from the Marital Status list. 2. Click on the Update Marital Status button when you have finished. Banner Self-Service Support

22 Click on the Name Change Information and Social Security Number Change Information options to display instructions for changing the information in Banner. For your security, your name and Social Security Number can not be changed using the internet. Instructions are provided about the process. Banner Self-Service Support

23 Select the Employee Services menu option to access the following information through the web: Benefit enrollment Earnings and deductions Benefit enrollment Earnings and deductions Withholding information Benefit enrollment Earnings and deductions Withholding information SLCC Job History Benefit enrollment Earnings and deductions Withholding information SLCC Job History Vacation/leave information Benefit enrollment Earnings and deductions Withholding information SLCC Job History Vacation/leave information Employee Directory Employee Services Banner Self-Service Support

24 We will begin with your benefits and payroll deductions. Benefits/Deductions Banner Self-Service Support

25 The text at the top of this webpage provides information about additional benefits, and telephone numbers for contact persons within the Human Resources department. Links at the bottom of the page take you to information about your: retirement health insurance flexible spending account your miscellaneous benefits and deductions An overall summary of your benefit activities is also available. Your first option is Retirement Plans. Banner Self-Service Support

26 The top section of this first page includes telephone numbers and links if you have questions about your retirement. The bottom section identifies your plan, the current status, begin and end dates and contribution percentages. Links at the bottom of the page allow you to view information about your contribution history, current contributions, plus links to webpages for your retirement system vendor. Banner Self-Service Support

27 The Contributions or Deductions link takes you to year-to-date contributions. You can also inquire on contributions within a specific time period by using the From and To fields. The Vendor Web Site link takes you to the homepage for your plan provider. The History page shows all changes made in your retirement contribution. Banner Self-Service Support

28 The Health Insurance link displays your health insurance plan deductions. Health Insurance Retirement Plans Banner Self-Service Support

29 Click on the Contributions or Deductions link for each plan. The Health Benefit Information webpage displays a summary for each health plan option in which you are enrolled. The deduction history for the plan is displayed. Banner Self-Service Support

30 The Flex Spending Accounts link shows your deductions for the plan year. Health Insurance Retirement Plans Banner Self-Service Support

31 The Miscellaneous Deductions option is a link to benefits and deductions not included in the other links on the page. Miscellaneous Deduc Banner Self-Service Support

32 Summary The Benefits and Deductions Summary option displays a summary statement of your benefits and associated deductions. Banner Self-Service Support

33 Pay Info The Pay Information menu option is an important link to your payroll information. Banner Self-Service Support

34 The Pay Information webpage takes you to the following payroll information: Pay stub details and summary information Earnings history Payroll deductions history Pay Information Banner Self-Service Support

35 The Pay Stub option shows your earnings for a specific year. When you click on the Pay Stub option, you are asked to select a year for your inquiry. 1. Click on the Pay Stub Year field to select the year. 2. Then click the Display button. Banner Self-Service Support

36 The Pay Stub Summary screen displays pay period dates and pay amounts for all payrolls during the year selected. You can click on one of the Pay Stub Date fields to display details for the pay period. Banner Self-Service Support

37 The Earnings History option allows you to look at your earnings for a specific time period. Use this screen to select the period for the inquiry. 1. Use the scroll controls to select the month and year. 3. You can then click on an Earnings Type for a monthly breakdown. 2. Then click on the Display button. Banner Self-Service Support

38 The Deductions History option allows you to view your payroll deductions for a specific period of time. 1. Use the controls to select the time period. 2. Then click on the Display button. Your payroll deductions for the period are displayed. Banner Self-Service Support

39 The Deductions Summary screen displays all payroll deductions for the period selected. Click on a Deduction Type to display a monthly breakdown of the deduction for the time period. Banner Self-Service Support

40 Click on the Tax Forms option to access your Federal income tax withholding information. The Tax Forms window has two options. 1 2 Tax Forms Banner Self-Service Support

41 Click on the “here“ link to go to the IRS website for withholding instructions. Use the Withholding Calculator to determine your most effective number of withholding allowances. Click on the W-4 Tax Exemptions/Allowances option to view your filing status and dependent declarations. Banner Self-Service Support

42 Use the Current and Past Jobs option to display a list of your positions with the College. Banner Self-Service Support

43 Jobs that you have held since July 1, 2001 are displayed. Contact the Human Resources department for information regarding positions held prior to this date. Click on a job title to see details for the position. Banner Self-Service Support

44 The Time Off Current Balances and History menu option is used to view your vacation and medical leave information. Banner Self-Service Support

45 Click on the Medical or Vacation Leave link to display details of your leave history. Activity and balance information can be viewed for both medical and vacation leave. Banner Self-Service Support

46 Use the Employee Directory option to look up an employee’s telephone number, addresses and other information. You can search three ways: - Last and First Name using a percent sign as a wildcard. - Last Name only - by Department Employee Directory Banner Self-Service Support

47 The Last Name only search requires you to scroll through all employee names that begin with the letter selected from the list. The Department search requires that you: a. select a letter to list all departments starting with the letter, b. locate the correct department, and c. locate the employee within the department. In addition, employees are grouped by timekeeping organization, which may be different from the employee’s department listing. The Last and First Name search is preferred Banner Self-Service Support

48 1. Enter the employee’s last name, or a partial last name followed by the percentage sign (%) wildcard character. 2. Enter the employee’s first name, or a partial first name followed by the percentage sign (%) wildcard character. 3. Then click on the Go button to run the search. To search using an employee’s last and first names: Doe Banner Self-Service Support

49 Multiple names are listed if more than one name matches the search. NOTE: This is a “soundex” search. Names are returned that sound like, or are similar to the name entered. It is important to be accurate when entering a name to limit the number of hits on your search. Project Associate II, Physics Project Associate II, Physics If one employee matches the search, the information is displayed. Banner Self-Service Support

50 If you have questions or problems with this lesson, please contact Kerry Dalzotto at , or End of guide Developed through the Technology and Educational Support Services Department You have just completed the Banner Self-Service tutorial. Click here to return to the menu, or press Esc to exit the lesson.here Banner Self-Service Support Revised: 18- DEC-2007


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