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6-APR-2005 MIS Employee Reporting With Banner HR (almost) Lee McDonald College of the Sequoias Raj Doshi Kern Community College District.

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Presentation on theme: "6-APR-2005 MIS Employee Reporting With Banner HR (almost) Lee McDonald College of the Sequoias Raj Doshi Kern Community College District."— Presentation transcript:

1 6-APR-2005 MIS Employee Reporting With Banner HR (almost) Lee McDonald College of the Sequoias Raj Doshi Kern Community College District

2 Overview MIS Data Elements – Where in Banner MIS Data Elements – Where in Banner Banner MIS Processes Banner MIS Processes Data Entry Data Entry A Few Problem Areas A Few Problem Areas Conclusion Conclusion

3 What We Want EB file – Employee Demographic EB file – Employee Demographic –Due in November for all employees –Due with Term End data for faculty EJ file – Employee Assignment EJ file – Employee Assignment –Due in November for all employees XE file – Section Assignment XE file – Section Assignment –Due with Term End data

4 EB File Elements GI90 RECORD CODE GI90 RECORD CODE –"EB" GI01 DISTRICT-COLLEGE-IDENTIFIER GI01 DISTRICT-COLLEGE-IDENTIFIER –GTVDICD GI03 TERM-IDENTIFIER X(03) GI03 TERM-IDENTIFIER X(03) –PEPEDEX parameter 5 EB00 EMPLOYEE-IDENTIFIER EB00 EMPLOYEE-IDENTIFIER –SSN from SPAPERS or Banner ID if no SSN EB01 EMPLOYEE-IDENTIFIER-STATUS EB01 EMPLOYEE-IDENTIFIER-STATUS –S for SSN or C if Banner ID

5 EB File (cont) EB02 EMPLOYEE-BIRTH-DATE EB02 EMPLOYEE-BIRTH-DATE –SPAPERS EB03 EMPLOYEE-GENDER EB03 EMPLOYEE-GENDER –SPAPERS EB04 EMPLOYEE-ETHNICITY EB04 EMPLOYEE-ETHNICITY –SPAPERS, STVETHN EB05 EMPLOYEE-CITIZENSHIP EB05 EMPLOYEE-CITIZENSHIP –SPAPERS, STVCITZ EB06 EMPLOYEE-DISABILITY-STATUS EB06 EMPLOYEE-DISABILITY-STATUS –GOAMEDI – Primary Disability has been checked –STVMEDI

6 EB File (cont) EB07 EMPLOYEE-EEO6-OCCUPATION-ACT EB07 EMPLOYEE-EEO6-OCCUPATION-ACT –MIS Occ Code on PTVESKL (Employee Class) –Employee Class on NTRPCLS (Position Class) –Position Class on NBAPOSN EB08 EMPLOYEE-EMPLOYMENT-CLASSIF EB08 EMPLOYEE-EMPLOYMENT-CLASSIF –PTVEGRP (Employee Group) –Employee Group on PEAEMPL EB09 EMPLOYEE-EMPLOYMENT-STATUS EB09 EMPLOYEE-EMPLOYMENT-STATUS –First character of PTVJCTY Code –Job Change Type on PTRJCRE (Job Change Reason) –Change reason on second screen NBAJOBS

7 EB File (cont) EB10 FILLER EB10 FILLER EB11 EMPLOYEE-CONTRACT-DURATION EB11 EMPLOYEE-CONTRACT-DURATION –MIS EEOG Code on PTVEEOG –PTVEEOG and PTVESKL have Employer indicators that must match GUAINST Installation – can only be viewed and set with SQL –EEO Contract Group on PTRECLS Regulatory Screen –Employee Class on PEAEMPL EB12 EMPLOYEE-ANNUAL-SALARY EB12 EMPLOYEE-ANNUAL-SALARY – View on PEISTAN, calculated by PEPCSAL EB13 EMPLOYEE-ANNUAL-STIPEND 9(06) EB13 EMPLOYEE-ANNUAL-STIPEND 9(06) – View on PEISTAN, calculated by PEPCSAL

8 EJ File – Employee Assignment GI90 RECORD CODE GI90 RECORD CODE –"EJ" GI01 DISTRICT-COLLEGE-IDENTIFIER GI01 DISTRICT-COLLEGE-IDENTIFIER –GTVDICD GI03 TERM-IDENTIFIER GI03 TERM-IDENTIFIER –PEPAEXT parameter 5 EB00 EMPLOYEE-IDENTIFIER EB00 EMPLOYEE-IDENTIFIER –SSN from SPAPERS or Banner ID if no SSN

9 EJ File (cont) EJ01 EMPLOYEE-ASSIGNMENT-TYPE EJ01 EMPLOYEE-ASSIGNMENT-TYPE –Non-Faculty – NTRPCLS Employee Skill is not '2‘ »If EB07=1, First character is A, other wise S »Second character determined by NBAJOBS Status –Faculty »Instructional – SIAASGN/SIALVAS - Asty (first 2 characters) STVASTY »Non-Instructional – Non-Instructional Assignment screen of SIAASGN/SIALVAS – Asty (need to scroll to see) EJ02 EMPLOYEE-ASSIGN-LEAVE-STATUS EJ02 EMPLOYEE-ASSIGN-LEAVE-STATUS –Non-Faculty »Second character of Job Change Type on PTRJCRE or ‘Y’ –Faculty »Third character of Asty on SIAASGN/SIALVAS or ‘Y’

10 EJ File (cont) EJ03 EMPLOYEE-ASSIGNMENT-ACCOUNT EJ03 EMPLOYEE-ASSIGNMENT-ACCOUNT –Non-Faculty »FTVPROG (Program Code, ASA from Budget & Acct Manual) »Prog on NBAJOBS Labor Distributions Screen –Faculty »Instructional – TOP code from SSAOVRR or SCADETL Supplemental screen for assigned section SIAASGN/SIALVAS »Non-Instructional – TOP Code on Non-Instructional screen of SIAASGN/SIALVAS EJ04 EMPLOYEE-ASSIGNMENT-WEEKLY-HRS EJ04 EMPLOYEE-ASSIGNMENT-WEEKLY-HRS –Non-Faculty »Calculated from NBAJOBS Hours per Day and Appt% –Faculty »Weekly Contact from SIAASGN/SIALVAS

11 EJ File (cont) EJ05 EMPLOYEE-ASSIGN-HR-RATE EJ05 EMPLOYEE-ASSIGN-HR-RATE –NBAJOBS –Job Detail screen - Rate EJ06 FILLER 9(04) 035-038 EJ06 FILLER 9(04) 035-038 EJ07 FILLER 9(06) 039-044 EJ07 FILLER 9(06) 039-044 EJ08 EMPLOYEE-ASSIGNMENT-FTE EJ08 EMPLOYEE-ASSIGNMENT-FTE –Non-Faculty – NBAJOBS FTE –Faculty – Calculate from section information

12 XE File – Section Assignment GI90 RECORD-CODE GI90 RECORD-CODE –"XE" GI01 DISTRICT-COLLEGE-IDENTIFIER GI01 DISTRICT-COLLEGE-IDENTIFIER –SERXEREC Parameter 1 GI03 TERM-IDENTIFIER GI03 TERM-IDENTIFIER –SERXEREC Parameter 4 CB01 COURSE-DEPARTMENT-NUMBER CB01 COURSE-DEPARTMENT-NUMBER –SSASECT Subject XB00 SECTION-IDENTIFIER XB00 SECTION-IDENTIFIER –SSASECT Crse Number EB00 EMPLOYEE-IDENTIFIER EB00 EMPLOYEE-IDENTIFIER –SSN from SPAPERS or Banner ID if no SSN

13 XE File (cont) XF00 SESSION-IDENTIFIER XF00 SESSION-IDENTIFIER –SSASECT Instructor screen XE01 FACULTY-ASSIGNMENT-TYPE XE01 FACULTY-ASSIGNMENT-TYPE –Type on SIAINST Faculty Contract Block –STVFCNT, SIAFCTR XE02 FACULTY-ASSIGNMENT-PERCENT XE02 FACULTY-ASSIGNMENT-PERCENT –SIAASGN % Res XE03 FACULTY-ASSIGNMENT-FTE XE03 FACULTY-ASSIGNMENT-FTE –Calculated from SIAASGN and SSASECT XE04 FACULTY-ASSIGNMENT-HR-RATE XE04 FACULTY-ASSIGNMENT-HR-RATE –NBAJOBS Rate

14 Creating the Files PEPCSAL – Calculate Salary PEPCSAL – Calculate Salary PEISTAN to review (one person at a time) PEISTAN to review (one person at a time) PEPEDEX – EB File PEPEDEX – EB File –Create Data – Y –Create Tape – N PDADEMO to review and fix PDADEMO to review and fix PEPEDEX PEPEDEX –Create Data – N –Create Tape – Y

15 Creating the Files (cont) PEPAEXT – EJ File PEPAEXT – EJ File –Create Data – Y –Create Tape – N PDAASGN to review and fix PDAASGN to review and fix PEPAEXT PEPAEXT –Create Data – N –Create Tape – Y SERXEREC – XE File SERXEREC – XE File –submitted with other section related files

16 Where Do We Enter the Data? SIAASGN POSN and Suffix must match correct job POSN and Suffix must match correct job Asty –Assignment Type needed Asty –Assignment Type needed Used for both EJ and XE files Used for both EJ and XE files

17 SIAASGN

18 PEAEMPL

19 NBAPOSN

20 NBAJOBS (second screen)

21 NBAJOBS Labor Distribution

22 STVASTY

23 Areas With Problems PEPAEXT PEPAEXT –Doesn’t include people whose primary job is non-faculty, but have a secondary job as faculty – Need a way to exclude certain ECLS (students, Board members) –Looks for jobs with a job change in the report period instead of active jobs in the report period

24 Problems (PEPAEXT cont) –Insufficient decimal places in workload calculation –Leave status not defaulting to correct value –Hispanic Ethnicity code is wrong

25 Problems (cont) PEPEDEX PEPEDEX –In some cases, selecting too many people, need to use term code in some selects –Only reporting EE06-Occupational-Activity code if it changed during the period –Using incorrect default Employment Status (may have been fixed)

26 Problems (PEPEDEX cont) SERXEREC SERXEREC –Can’t split teaching assignment between regular and overload job –Doesn’t prevent putting incorrect POSN and suffix into SIAASGN – no error generated from report – assignment doesn’t get reported –Too many records selected during process under some conditions

27 Options if Setup Not Perfect Change your data to match what is expected (easier said than done) Change your data to match what is expected (easier said than done) Use a script to fix data in PDADEMO or PDAASGN Use a script to fix data in PDADEMO or PDAASGN Modify the programs to substitute the correct values for yours Modify the programs to substitute the correct values for yours Add an MIS column to table and change the selects in the programs Add an MIS column to table and change the selects in the programs

28 And now you can do it! Questions?? Questions?? Contact us Contact us –leem@cos.edu –rdoshi@kccd.cc.ca.us Access database available with MIS related validation and rules tables available (along with this presentation and Banner and MIS docs) Access database available with MIS related validation and rules tables available (along with this presentation and Banner and MIS docs) Thank you Thank you


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