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November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner…..SUCCESS!!! Susan Hill, Director of Enterprise Wide Services.

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Presentation on theme: "November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner…..SUCCESS!!! Susan Hill, Director of Enterprise Wide Services."— Presentation transcript:

1 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner…..SUCCESS!!! Susan Hill, Director of Enterprise Wide Services Jodi Kaelin, Assistant Director of Human Resources Jim Kane, Associate Director of Human Resources Nancy Rambo, Academic Budget Director

2 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Getting Ready for Salary Planner Salary Planner Committee VPAA, HR, UNIT, Payroll, Budget, Financial Systems Setting Goals and Timelines Different for Academic vs. Administrative budget process November – March Decide early how far to roll out We did a complete roll out to VPs, Deans, Directors Establish support of VPs Organization hierarchy chart updated, eclas updated Planning for communication and training of end users Upfront Planning = Planning for success!

3 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner Process Overview Set up rules for data extraction from Banner into Salary Planner Run extract process from Banner into Salary Planner Individual users Modify downloaded data in Salary Planner Run process to upload modified data from Salary Planner into Banner EPAFs applied. Create salary Letters Set up Salary Planner security and users in Banner and Self Service

4 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Banner Set up for Salary Planner Salary Planner Set up Security Create Extracts Pulls all live pay records. Adjustments made for certain faculty classes. (ie: 12 month salaried chairs, etc., had to create records for base salary, zero out 1 semester appointments) NBAPBUD – Adjustments made for Faculty Records not updated yearly, had to ensure accuracy Eclas pull from NBAPBUD

5 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRINST – Position Control Installation Rules NSPACAT.SQL Script that creates approval types and approval categories (ie; SPCSAL, SPCJLD, SPDHRS, SPCALL, SPTSAL, STJLD, STRHRS) This enables EPAFs to be created when running NBPSPUP (upload process) Salary Planner Tab

6 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! PTRUSER – User Code Rule Form

7 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NSASPSC – Salary Planner Security Example of a person who has access to more than one Org Code This Org Code covers all subordinate orgs in the entire College – appropriate for a Dean Only affects org security within Salary Planner – does NOT affect other Banner HR security

8 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRALVL – EA Level Rules Form Associate individual users with each approval level

9 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRACAT – EA Category Rule Form

10 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTVBRPO – Budget Profiles Can create budget profiles. Members of each profile must be assigned individually. For us = bad. Used for people we wanted to keep out of general extracts. Executives – we did use this profile to pull in all execs separately. No Increases – for various reasons, these people were not pulled into any extracts (ie; STD, terms, new hires, etc)

11 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRSPEX – SP Extract Rules Identify who will be extracted from Banner into Salary Planner Used on the NBPSPEX – Extract Process Can only identify/categorize extracts by; Employee Class – can choose all or individual Bargaining Units Budget Profile – can choose a particular profile Extract nomenclature Carefully consider extract names Description, not extract ID appears in Salary Planner We used Category (ie: Staff, Faculty, Service) as Extract Description We used Fiscal Year (ie: FY 2007) as Scenario in Salary Planner

12 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRSPEX – SP Extract Rules Extracts we created Rules for each extract are established here

13 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRSPEX – SP Extract Rules Here you can choose eclas to include, or use the include all option Selected eclas for this extract below

14 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NTRSPEX – SP Extract Rules Example of how the budget profile works - Only EEs associated with the NOINCR profile will be pulled into extract in this scenario Uncheck if using budget profile

15 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! PTRJCRE – Job Change Reason Code Rules Must choose at least one to be displayed on web Can have more than one (ie; merit, bonus, etc.)

16 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NBAPBUD – Position Budget Form Use NBAPBUD to associate individual positions with a budget profile.

17 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Employee Self Service Set up for Salary Planner Establish access to Salary Planner in Web Tailor Define the role of each user in Web Tailor Master Salary Planner (only a select few) Can create scenarios and modify initial scenario HR Manager (everyone else) Edit existing scenarios for orgs assigned in NSASPSC

18 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NBPSPEX – Salary Planner Extract Process Extracts data from Banner into Salary Planner Date extract runs

19 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Results of NBPSPEX – using GJIREVO First celebration of success!

20 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner in Self Service

21 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Create Scenario – Master Salary Planner Give forethought to your Extract and Scenario names We used Group descriptor for Extract and Fiscal Year for Scenario (ie: STAFF, FY 2007) Create scenario here – In salary planner, this will appear as Extract ID, Scenario Staff, FY 2007 in our scenario.

22 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Edit Scenario – Where most users will go Select Extract and Scenario here

23 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Position Filters – Included standard instructions Only the Orgs a user has security access for appear here

24 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner in Self Service Can make mass changes (amount or percent) here. Useful for what-if scenarios

25 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Salary Planner in Self Service Totals for multiple orgs with %change within and across orgs

26 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Job Detail – EPAF fields We disabled this page/feature to avoid unintended changes Check to exclude

27 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Locking the Orgs Done at the conclusion of the salary planning process Hierarchical in nature – higher org lock out subordinates ie: Chairs lock their orgs, then Deans, then VP, then President Can be unlocked by top of hierarchy

28 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Hiding/Removing EEs from the Extract Very helpful tool STD/Leaves of absence Terminations Grant funded positions Entrepreneurial positions Positions funded by different departments

29 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! NBPSPUP – Salary Planner Upload Process Bring modified salary data back into Banner

30 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Results of NBPSPUP – using GJIREVO Second Celebration

31 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Final Processing Steps – Apply EPAFs NOPEAMA – Electronic Approvals Mass Apply EPAFs which have been created can be mass applied NOAAPSM – EA Summary Form View applied transactions NBAJOBS – Confirm new records created

32 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Communication / Training Plan Salary Planner Ambassadors Hands on training for each VP, Dean, Major Users Time consuming but a good investment Early communication Easy to follow instructions Continual follow up and assistance with changes On-call for issues, questions Salary Planner Committee Reporting Created custom discoverer reports to monitor and analyze

33 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Results Eliminated manual, individual record update and checking process Eliminated creation and distribution of complicated spreadsheets – SP is much more secure End users have info at their fingertips all year round Very well received, feedback overwhelmingly positive Greatly streamlined salary review process Reduced errors Improved budget office functionality Banner rounds automatically to 5 decimals

34 November 21, 2006 | Pennsylvania Banner Users Group | Salary Planner…Success! Next Steps Create ESS salary letters to eliminate manual creation and distribution Process feedback and work on incorporating suggestions Removing superfluous information from SP Mechanism to include salary grades and ranges Investigate add/delete process Investigate options for updating job labor distribution


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