1. New Features and Functions
Banner Human Resources 8.0 Employee Self Service and Faculty Load and Compensation Module - 2
New Features and Functions
May 5, 2018

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.
Before we begin today’s event, let me familiarize everyone with the interface. Important points to note are:
If you don’t have a mute button, click *6 to mute your line and *7 to unmute if you want to ask a question.
If you experience any technical difficulities, press *0 on your phone for technical assistance.
Now, let me take a minute and show you how to use the various features of participant view.
May 5, 2018 |

3. Banner HR Rules & Controls Self Service Flow & Roles
Agenda
Purpose
Overall Module Flow
Banner Student Data
Banner HR Rules & Controls
Self Service Flow & Roles
Self Service Mock-ups
Questions and Comments
May 5, 2018 |

4. Employee Self Service
May 5, 2018 |

5. Functional Flow Run process to If record is locked, it create extract
can be ‘Applied’
Administrator
views/updates records
Mass Apply Process
Faculty Member is
Locked when complete
Update to employee jobs
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6. Process Flow In Self Service
Employee Self Service
Menu
Filter by Term
Then: College
Campus
Department
Organization
Summary
Employee
Summary
Search by Employee
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8. Faculty in FLAC sees this selection
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9. From Banner Position Control
From Banner Student
From Banner Position Control
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14. Salary Compensation View Course Compensation View
Job Assignment View
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15. Salary Compensation View
Designed for Full-Time, Salary Based Contracts
Ability to display Current Salary within the Position
Ability to review Faculty Load factors extracted from Student
Can support multiple contracts
Overload payment can be constructed with Load factors
Overload can be associated with Instructional or Non-Instructional activities
Links allow the display of:
The Job Detail information
Workload breakdown
Course Details
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18. Data moved from Instructional block and computed
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19. Effect of Overload displayed in Job Assignment Total
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21. Position Search ability for construction of Overload
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22. Course Information Link
Workload Factor Link
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23. Course Compensation View
Calculations on Course Based Contracts
Two-tiered View – Summary and Detail
Ability to assign Increments to course
Ability to view/change Faculty Level for Base Rates
Computes based upon pre-established rules
Links for Course Information, Course Calculation Detail and Job Detail
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27. Job Detail Page Calculated during the Extract Process
Resides with each contract and accessible from Salary or Course View
Dynamically changes when adjustments are made
Determines Primary, Secondary and Overload
Determines Payroll date span of the assignment
Calculates Contract Pay Periods
Maintains Job Detail, Default Earnings, and Labor Distributions
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29. Administrator can override any pay component – System will store and report calculated and overridden.
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31. Accounts determined from Schedule Override, Current Position Assignment, or Position Budget. Multiple courses assigned to the same position, Labor Distributions are distributed in proportion to the course value.
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32. Additional Self Service Pages
Lock/Unlock View for Completed Records
‘Lock / Unlock’
Used in Faculty Compensation to freeze data in preparation to apply the job assignment
Users can view data only
Prevents users from making changes
Hierarchical - Users with access to a predecessor organization may unlock and update data
Only locked records can be applied to NBAJOBS
May 5, 2018 |

33. Reports Lock Status, Acknowledgement, and Apply Status
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34. Additional Self Service Pages
Faculty Member View and Acknowledgment
Summary of Compensation and Payment Details
Can be accessed by administrator
Can view if the status is ‘Locked’ or ‘Applied’
Ability to download data
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37. Faculty Member or Administrator can download data
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39. Processing and Reporting
Job Apply Process - PEPFCAP
Mass Apply process run through Job Submission
Selects Faculty records in a ‘Locked’ status
Utilizes Jobs API function to edit and insert records
Parameters:
Term
Report mode (edit & validate) or Process mode (edit & update)
Suppress ‘Warning’ message option
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40. Processing and Reporting
Job Apply Process
Output report details Employee, Job Assignment information, and Diagnostic Messages
Totals at the conclusion will report Number of Employees selected, Number of Employees Updated, and Number of Employees with ‘Errors’
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42. Processing and Reporting
UDC Features
BDMS – ability to attach contract document to Faculty member view;
Workflow event – an event is created when Administrator locks in faculty compensation (for possible incorporation of notification workflow).
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43. Banner General 8.0
Changes
May 5, 2018

44. 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.
May 5, 2018 |

45. Benefits of Multiple Year Encumbering Banner Human Resources 8.0
Benefits to you…..
We are crossing products to pull existing information from Banner Finance on Grants and use it in the calculation of labor encumbrances in Banner HR
This provides more consistent and accurate information
May 5, 2018
May 5, 2018 |

46. Banner Human Resources 8.0 Enhancements
Limited Display of SSN/SIN information on checks/Check Stubs
Partial masking extended for character field
May 5, 2018 |

47. Banner Human Resources 8.0 Enhancements
Additional tab forms added
Partial masking extended for character field
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48. 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)
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49. Questions & Answers Let me open it up for any other questions
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50. Thank you for your participation
May 5, 2018