Presentation on theme: "Pennsylvania Banner Users Group 2008 Fall Conference Taxable Tuition Remission Processing & Early Alert Processing Presented by: Dennis Lyons & Mike Cheeseman."— Presentation transcript:
Pennsylvania Banner Users Group 2008 Fall Conference Taxable Tuition Remission Processing & Early Alert Processing Presented by: Dennis Lyons & Mike Cheeseman Co-Presenter: Ed Ebner & Elizabeth Giampietro Community College of Philadelphia Tuesday, November 25, 2008
General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation
Project Purpose Track taxable benefits of non-dependents in accordance with IRS regulations Children Dependent Under 19 and registered as full or part-time 19-23 and registered full-time Any age claimed as a dependent due to a permanent and total disability Non-dependent 19-23 less than full-time 24 or older
Project Purpose cont. Domestic partners Dependent Employee provides over one-half of support for the domestic partner during the calendar year Non-dependent Employee provides one-half or less of support for the domestic partner during the calendar year
Accomplishments New local table tracking which students are associated to an employee as a dependent or non-dependant New Banner INB form to track dependent and non-dependent tuition remission 4 Excel audit reports detailing employees and their dependent and non-dependents Letter generation and email process notifying the employee
INB Form TWATEXP New form accessed as an option through the baseline Banner Exemption Person Authorization form, TSAEXPP Enables employees to verify and attest to the dependent status of their child(ren) and/or domestic partner, which is now required
Report Generation Excel Reporting: 4 Excel reports are generated through SQL scripts. 1 report sent to HR List each employee, the student attached to them, and if they are taxable or not 1 report sent to Records and Registration Lists the student, courses registered, part of term, and the registration code
Report Generation cont. 2 reports are sent to Payroll 1 st report shows all the charges in detail that make up the taxable amount for each employee 2 nd report is a summary of the charges for each employee and the FICA and MQFE tax adjustments
Report Generation cont. Screenshot of 1 st HR report, HR_AUDIT.xls:
Report Generation cont. Screenshot of 1 st RR report, RR_AUDIT_SI.xls:
Report Generation cont. Screenshot of 1 st payroll report, PR_AUDIT_DETAIL.xls:
Email and Letter Generation A letter is generated and sent to each employee notifying them that they have taxable benefits for the semester Taxable benefits are treated as additional income Social Security and Medicare taxes will be withheld Taxable amount added to the year end federal taxable gross
Email and Letter Generation cont. Email sent notifying the employee that they have taxable benefits and to expect a letter in the mail Letter sent detailing the total amount to be withheld and an explanation of how the total is calculated
Email and Letter Generation cont. Screenshot of the Letter
Conclusion New IRS regulations for non-dependents New Process to track taxable non- dependents New Reports generated to reconcile employees affected by non-dependents receiving tuition remission benefits
Background Community College of Philadelphia went live with BANNER Student in March, 2005. We created a modified version of the grade entry to allow for attendance collection at several critical points within a semester. Fall, 2008 we went live with enhancements to attendance and grade submission to allow for additional data collection for Early Alert Processing.
What is Early Alert Processing? The Community College wanted a way to monitor our students progress during the semester in hopes of providing additional support to help each student succeed. The college identified 5 high risk categories to track and give support. Frequently Late Inadequate Class Participation Inappropriate Classroom Behavior Missing Assignments Other (Conference requested)
Project Goals Enhance our attendance processing to facilitate better communication with students in high-risk categories. This will allow early intervention which will increase student success. To provide our instructors a simple way to contact these students, let them know what is expected of them, and give them some solutions on how to succeed at the Community College of Philadelphia.
Accomplishments Created a local Oracle table to store the early alert indicators. - SWREAPI Enhanced current Grade Submission SSB Page. Created an INB Form to allow other staff to enter these indicators. - SWAEAPI Created an Oracle Report to be used as a mailer
Issues Checkboxes do not exist on a Web Form unless they are checked. If an entire CRN doesnt have any Inadequate Behavior checkboxes checked, the entire array doesnt exist. Solution: Simply initialize the array with a dummy value and ignore that value once the array has been passed to the insert procedure. If a student has been previously marked Missing Assignments, un-checking a box on a Web Form will not pass any information to the insert procedure Solution: Since the entire class grades and Early Alert Indicators gets passed to the insert procedure, we updated all the Indicators back to N and scrolled through each array to update any checked Indicators.
Issues (Cont.) There is no correlation between a students pidm and the array of checked indicators. The array simply holds the value of the checkbox. Solution: We created the value as an abbreviation of the Indicator plus the students pidm. Example: twbkfrmt.P_TableData(' FL','center',null,null,1,1,null); Needed to know if each Indicator needed to be updated or inserted in SWREAPI. Solution: We took the TO_NUMBER(SUBSTR(SWREAPI_LATE_IND(M),4)) and checked to see if the record already existed in SWREAPI to decide if we needed to insert or update.
Summary of Web Package Changes BWWGKATND – package header Procedure P_FacAttendancePost SWREAPI_LATE_IND IN OWA_UTIL.IDENT_ARR SWREAPI_CLASS_PART_IND IN OWA_UTIL.IDENT_ARR SWREAPI_CLASS_BEHAVE_IND IN OWA_UTIL.IDENT_ARR SWREAPI_MISSING_ASSIGN_IND IN OWA_UTIL.IDENT_ARR SWREAPI_OTHER_CONF_IND IN OWA_UTIL.IDENT_ARR BWWGKATN1 – package body Procedure P_FacAttendance Added the 5 Early Alert Indicator checkboxes. Procedure P_FacAttendancePost Added code to cycle through arrays to update SWREAPI
Reasons for an INB form Since all faculty do not submit attendance and grades in a timely manner, the Records and Registration office needed a way to enter this information through INB. The Records and Registration staff need a little more flexibility when entering this information. The Census period on this form is NOT driven by the attendance period. The staff simply choose the census period they wish. With the exception of point above, the INB form behaves exactly the same as the SSB form.
Required Actions Frequently Late In virtually all classes, being frequently late will affect your grade – please review your syllabus for class rules about lateness or speak to your instructor. You are also encouraged to speak with a counselor at the site where your class is held. Inadequate Class Participation Insufficient class participation may have a negative impact on your grade. You are encouraged to speak with your instructor to discuss ways to improve participation. You may also wish to speak with a counselor about classroom strategies that will improve your participation. Inappropriate Classroom Behavior You are encouraged to speak with your instructor to discuss these behaviors. Inappropriate behavior may lead to disciplinary action and have a negative impact on your standing at the College. You are also encouraged to make an appointment to speak with a counselor at the site where your class is held to discuss strategies for improving classroom behavior. Please review the Know the Code Channel in MyCCP on the Campus Life tab and the Colleges Acceptable Use Policy found on the login page of MyCCP if your course is on-line.
Required Actions (Cont.) Missing Assignments / Unprepared In an effort to provide you with academic support, we have scheduled you to participate in a Learning Lab workshop or meet with a Learning Lab specialist. You must contact one of these offices. Learning Lab in B1-28 on Main Campus to attend the Becoming a Master Student workshops. Northwest Regional Center Learning Lab Specialist. West Regional Center Counselor. Northeast Regional Center Learning Lab Specialist. Students taking online courses may consult the online resources of the Learning Lab – go to their Channel in MyCCP located on the Academics tab. It is essential that you review your syllabus and/or speak with your instructor to determine the possibility of making up late or missed assignments. Other (Conference Requested with Student) Your instructor has indicated the need to speak directly to you in conference. It is essential that you make an appointment with your instructor immediately. Failing to do so may have a negative impact on your grade.
In Conclusion Implemented Fall 2008 Out of the 978 primary instructors for the 200840 term, 507 used the performance retention indicators (51%). During the 20% attendance period 2301 letters were sent. During the 50% attendance period 3905 letters were sent. Future development We are in the process of creating a Brio report which will capture how many of these students followed up on our required actions worksheet and track a students full cycle.
Thank You Any Questions / Comments? Feel free to contact us later if you have any code specific detailed questions. Contact Information Taxable Tuition Remission Processing Dennis Lyons firstname.lastname@example.org Early Alert Processing Mike Cheeseman email@example.com