1. Banner HR Foundational Overview Last Updated: 5/15/20151 Banner HR: Foundational Overview Instructions for Self-Paced Review The following software is required to complete this self-paced review: The following software is required to complete this self-paced review: Microsoft PowerPoint Microsoft PowerPoint For best viewing, download the file to your desktop: For best viewing, download the file to your desktop: Right-click the link Right-click the link Choose Save Target As Choose Save Target As Save the file to your desktop Save the file to your desktop Open the downloaded file Open the downloaded file Double-click the downloaded file on your desktop (PowerPoint should open) Double-click the downloaded file on your desktop (PowerPoint should open) Choose Slide Show Choose Slide Show Choose View Show Choose View Show Move through items on each slide and between slides Move through items on each slide and between slides Click on the slide to move to the next item and/or slide Click on the slide to move to the next item and/or slide Right-click on the slide and choose Previous to move back to the previous item or slide Right-click on the slide and choose Previous to move back to the previous item or slide Right-click on the slide and choose End Show to exit the slide show Right-click on the slide and choose End Show to exit the slide show Glossary Glossary If you encounter terms with which are unfamiliar please consult the USNH Glossary on line at: http://usnhhr.unh.edu/banner/key_terms.htm If you encounter terms with which are unfamiliar please consult the USNH Glossary on line at: http://usnhhr.unh.edu/banner/key_terms.htm http://usnhhr.unh.edu/banner/key_terms.htm

2. Last Updated: 5/15/20152 University System of New Hampshire Banner HR Foundational Overview -a self-paced review-

3. Banner HR Foundational Overview Last Updated: 5/15/20153 Purpose of the Overview The purpose of this self- paced review is to help you… identify and define critical pieces of the Banner HR puzzle

4. Banner HR Foundational Overview Last Updated: 5/15/20154 Banner HR Critical Pieces Data Confidentiality Data Confidentiality Security/Approvals Security/Approvals Environment/Terminology Environment/Terminology Benefits/Position Management Benefits/Position Management Employee Management Employee Management Payroll Administration Payroll Administration

5. Banner HR Foundational Overview Last Updated: 5/15/20155 Banner HR Critical Pieces Data Confidentiality Data Confidentiality Security/Approvals Security/Approvals Environment/Terminology Environment/Terminology Benefits/Position Management Benefits/Position Management Employee Management Employee Management Payroll Administration Payroll Administration

6. Banner HR Foundational Overview Last Updated: 5/15/20156 DATA CONFIDENTIALITY

7. Banner HR Foundational Overview Last Updated: 5/15/20157 Data Confidentiality All HR data is confidential All HR data is confidential USNH policy requires the protection of all HR data USNH policy requires the protection of all HR data Employee privacy must always be respected Employee privacy must always be respected HR data should be collected/processed in the least intrusive manner HR data should be collected/processed in the least intrusive manner Sensitive data should only be shared when there is a legitimate need Sensitive data should only be shared when there is a legitimate need Banner HR data must be maintained in an accurate, confidential, fair and secure manner Banner HR data must be maintained in an accurate, confidential, fair and secure manner Do not leave active Banner HR sessions unattended Do not leave active Banner HR sessions unattended Secure all printed sensitive data Secure all printed sensitive data

8. Banner HR Foundational Overview Last Updated: 5/15/20158 SECURITY/APPROVALS

9. Banner HR Foundational Overview Last Updated: 5/15/20159 Security/Approvals Role based security Role based security Banner forms are grouped into security classes Banner forms are grouped into security classes Security classes are grouped by user roles e.g. Payroll Roles - Distributed Time Entry and Approvals, Payroll General Inquiry and Payroll Labor Distribution Security classes are grouped by user roles e.g. Payroll Roles - Distributed Time Entry and Approvals, Payroll General Inquiry and Payroll Labor Distribution Access is restricted by: Access is restricted by: Assigned organization codes [ORGN](s) Assigned organization codes [ORGN](s) Home Organization [HORG] Home Organization [HORG] Position Organization [PORG] Position Organization [PORG] Time Sheet Organization [TSORG] Time Sheet Organization [TSORG] Assigned user role(s) e.g. HR Practitioner Assigned user role(s) e.g. HR Practitioner Users cannot access: Users cannot access: Banner forms outside their role Banner forms outside their role Data for Organizations not assigned Data for Organizations not assigned Security Classes User Roles Banner Forms

10. Banner HR Foundational Overview Last Updated: 5/15/201510 Security/Approvals Electronic Personnel Action Form [NOAEPAF] Approvals Electronic Personnel Action Form [NOAEPAF] Approvals User access is restricted to assigned organizations User access is restricted to assigned organizations Approvers are identified by the user when the EPAF is entered Approvers are identified by the user when the EPAF is entered Default approvers can be defined by the user for each EPAF type Default approvers can be defined by the user for each EPAF type Proxies for a user’s EPAF approval levels must be established in NTRPROX Proxies for a user’s EPAF approval levels must be established in NTRPROX Payroll Time Entry [PHATIME] Approvals Payroll Time Entry [PHATIME] Approvals Two ways to approve: PHATIME or PHADSUM Two ways to approve: PHATIME or PHADSUM User access is restricted to assigned Time Sheet Organizations [TSORG] User access is restricted to assigned Time Sheet Organizations [TSORG] Specific time entry proxies must be established by the user in NTRPROX prior to extracting and entering time (Options: Time Entry Proxy Information) Specific time entry proxies must be established by the user in NTRPROX prior to extracting and entering time (Options: Time Entry Proxy Information) Status of approvals can be reviewed at any time after entry Status of approvals can be reviewed at any time after entry

11. Banner HR Foundational Overview Last Updated: 5/15/201511 ENVIRONMENT/TERMINOLOGY

12. Banner HR Foundational Overview Last Updated: 5/15/201512 Environment/Terminology Single Banner Finance and HR database [BPRD] Single Banner Finance and HR database [BPRD] Single sign-on for both HR & Finance systems Single sign-on for both HR & Finance systems Common validation tables Common validation tables Allows for synchronization of data Allows for synchronization of data Data standards must be followed to maintain data integrity Data standards must be followed to maintain data integrity Real time data entry and query Real time data entry and query No Fiscal Year restrictions No Fiscal Year restrictions Appointments [Jobs] continue from year to year Appointments [Jobs] continue from year to year Appointments only end if termination data has been entered Appointments only end if termination data has been entered Financial activity, including payroll expenses, tracked by FY Financial activity, including payroll expenses, tracked by FY

13. Banner HR Foundational Overview Last Updated: 5/15/201513 Environment/Terminology Key Employee Management Terms Key Employee Management Terms Appointment – Person + Position + Unique Suffix, a.k.a. JOB Appointment – Person + Position + Unique Suffix, a.k.a. JOB Part-Time/Full-Time/Casual - (hourly or exempt position with no benefits) Part-Time/Full-Time/Casual - (hourly or exempt position with no benefits) Electronic Personnel Action Form [EPAF] - NOAEPAF transaction which creates or modifies NBAJOBS record (appointment) and/or PEAEMPL record Electronic Personnel Action Form [EPAF] - NOAEPAF transaction which creates or modifies NBAJOBS record (appointment) and/or PEAEMPL record Employee Class [ECLS] Employee Class [ECLS] As coded on NBAJOBS record - Identifies payroll payment methods As coded on NBAJOBS record - Identifies payroll payment methods Default regular earnings or Defer pay for AY or PT Exempt Status appointments Default regular earnings or Defer pay for AY or PT Exempt Status appointments Default regular based on work schedules or Positive pay time reporting Default regular based on work schedules or Positive pay time reporting e.g. OS use H1 = 37.5 hr/wk; H2 = 40 hr/wk e.g. OS use H1 = 37.5 hr/wk; H2 = 40 hr/wk As coded on employee’s PEAEMPL record Identifies the employee type (PAT, OS, AAUP, etc.) and associated benefits classification As coded on employee’s PEAEMPL record Identifies the employee type (PAT, OS, AAUP, etc.) and associated benefits classification Exempt AY Faculty, Fiscal Faculty, Academic Administrators, PAT, Cooperative Extension Educators, PT Lectures, Graduate Appointments, etc Exempt AY Faculty, Fiscal Faculty, Academic Administrators, PAT, Cooperative Extension Educators, PT Lectures, Graduate Appointments, etc Home ORGN (HORG) Home ORGN (HORG) As found on PEAEMPL - Identifies organization to which the employee belongs As found on PEAEMPL - Identifies organization to which the employee belongs

14. Banner HR Foundational Overview Last Updated: 5/15/201514 Environment/Terminology Key Payroll Administration Terms Key Payroll Administration Terms Distribution ORGN – Determines address type to use to send check Distribution ORGN – Determines address type to use to send check (permanent, campus, alternate) (permanent, campus, alternate) Labor Distribution – Accounting string(s) used to support the employee expense Labor Distribution – Accounting string(s) used to support the employee expense Pay ID – Identifies bi-weekly schedule used for payroll; Salary = B1, Labor = B2 Pay ID – Identifies bi-weekly schedule used for payroll; Salary = B1, Labor = B2 Pay No – Bi-weekly payroll number 1 – 26, 27 Pay No – Bi-weekly payroll number 1 – 26, 27 Timesheet ORGN [TSORG] – Organization responsible for PHATIME time entry Timesheet ORGN [TSORG] – Organization responsible for PHATIME time entry Key Position Management Terms Key Position Management Terms Position Budget – $ needed to fund the position for the specified period of time, Fiscal Year Position Budget – $ needed to fund the position for the specified period of time, Fiscal Year Position Class [PCLS] – Code that identifies the employee classification Position Class [PCLS] – Code that identifies the employee classification (e.g. Senior Administrative Assistant, Research Scientist I, Food Service Worker II, etc. (e.g. Senior Administrative Assistant, Research Scientist I, Food Service Worker II, etc. Position FTE – The position’s percent time compared to the Full Time Equivalent (FTE) Position FTE – The position’s percent time compared to the Full Time Equivalent (FTE) Position ORGN – Organization responsible for administering this position Position ORGN – Organization responsible for administering this position Key Benefit Administration Terms Key Benefit Administration Terms Benefit Category (BCAT) – Level of benefits for which the employee is eligible Benefit Category (BCAT) – Level of benefits for which the employee is eligible Leave Category (LCAT) – Leave benefit for which the employee is eligible Leave Category (LCAT) – Leave benefit for which the employee is eligible

15. Banner HR Foundational Overview Last Updated: 5/15/201515 Environment/Terminology Key Data Forms Key Data Forms PPAIDEN (Bio/demographics for an individual) PPAIDEN (Bio/demographics for an individual) PEAEMPL (Employee’s relationship to USNH) PEAEMPL (Employee’s relationship to USNH) NBAPOSN (Position definition) NBAPOSN (Position definition) NBAPBUD (Position budgeting) NBAPBUD (Position budgeting) NBAJOBS (Appointment/job details) NBAJOBS (Appointment/job details) PTRCALN (Payroll Calendar) PTRCALN (Payroll Calendar) PDADEDN (Deductions and taxes) PDADEDN (Deductions and taxes) Key Transaction Forms Key Transaction Forms NOAEPAF (Used to manage employee appointment [job] information) NOAEPAF (Used to manage employee appointment [job] information) NWACOMP (Used by USNH status staff to process salary changes) NWACOMP (Used by USNH status staff to process salary changes) PHATIME (Used for payroll time entry) PHATIME (Used for payroll time entry) PHADSUM (Used to approve PHATIME) PHADSUM (Used to approve PHATIME)

16. Banner HR Foundational Overview Last Updated: 5/15/201516 POSITION MANAGEMENT

17. Banner HR Foundational Overview Last Updated: 5/15/201517 Position Management Position Position Every appointment [JOB] must be associated with an active position (NBAPOSN & NBAPBUD) Every appointment [JOB] must be associated with an active position (NBAPOSN & NBAPBUD) Position Types Position Types Single: one position - one individual; e.g. USNH Chancellor Single: one position - one individual; e.g. USNH Chancellor Pooled: one position - multiple individuals Pooled: one position - multiple individuals e.g. College Work Study e.g. College Work Study Pooled positions are used for budgeting Part-Time/Full-Time/Casual labor including students Pooled positions are used for budgeting Part-Time/Full-Time/Casual labor including students Position Definition Position Definition Characteristics associated with a position Characteristics associated with a position Classification (PCLS) Classification (PCLS) Classified Title Classified Title Employee Class (ECLS) Employee Class (ECLS) Work schedules Work schedules Salary groups, grades and tables Salary groups, grades and tables

18. Banner HR Foundational Overview Last Updated: 5/15/201518 Position Management Character 1 Character 2 Characters 3 - 6 USNH Campus Code USNH Position Category Defined by each campus EXAMPLES U = UNH K = KSC P = PSC C = CLL Y = System EXAMPLES B = Status N = Part-Time/Full- time/Casual Z = Budget Only EXAMPLES OF EXCEPTIONS EC = Earn code CI = Continuing Increase AV = Appointment Variance Budget Only Positions where last 2 characters are reserved for grouping Position Number Position Number Six character code Six character code First 2 character positions defined by USNH First 2 character positions defined by USNH e.g. UB3408, YB0030, PB0027 e.g. UB3408, YB0030, PB0027

19. Banner HR Foundational Overview Last Updated: 5/15/201519 BENEFITS ADMINISTRATION

20. Banner HR Foundational Overview Last Updated: 5/15/201520 Benefits Administration Benefits Administration Benefits Administration Employee Form (PEAEMPL) Employee Form (PEAEMPL) Contains an employee’s terms of employment. Contains an employee’s terms of employment. Employee Class (ECLS) Employee Class (ECLS) Code on PEAEMPL identifies the employee type (PAT, OS, AAUP, etc.) Code on PEAEMPL identifies the employee type (PAT, OS, AAUP, etc.) Represents the benefit category established for the employee type in question. Represents the benefit category established for the employee type in question. Benefit Categories (BCAT) Benefit Categories (BCAT) BCAT codes represent a set of deductions BCAT codes represent a set of deductions Each employee is assigned a benefit category. Each employee is assigned a benefit category. Other Resources Other Resources Ability to code benefits in advance with future effective dated records Ability to code benefits in advance with future effective dated records Benefit/Deduction History available for each employee’s benefit selections by year and/or deduction Benefit/Deduction History available for each employee’s benefit selections by year and/or deduction

21. Banner HR Foundational Overview Last Updated: 5/15/201521 EMPLOYEE MANAGEMENT

22. Banner HR Foundational Overview Last Updated: 5/15/201522 Employee Management EPAFs Streamline the Appointment Process EPAFs Streamline the Appointment Process Set of unique EPAFs of common HR function for each campus Set of unique EPAFs of common HR function for each campus EPAF Approval Category designates HR function; e.g. hire, terminate EPAF Approval Category designates HR function; e.g. hire, terminate Fields are populated with default data to minimize data entry/errors Fields are populated with default data to minimize data entry/errors EPAFs have required approvals which are managed electronically EPAFs have required approvals which are managed electronically EPAF trappings identify common data errors EPAF trappings identify common data errors EPAFs transactions can be “tracked” as they are processed EPAFs transactions can be “tracked” as they are processed Completed EPAFs Completed EPAFs Update PEAEMPL with info about the employee’s terms of appointment Update PEAEMPL with info about the employee’s terms of appointment Update NBAJOBS with the employee’s appointment Update NBAJOBS with the employee’s appointment Do not alter position or position budget values on NBAPOSN or NBAPBUD therefore appointment activity may require manual budget or position adjustments Do not alter position or position budget values on NBAPOSN or NBAPBUD therefore appointment activity may require manual budget or position adjustments EPAFs are used to adjust PEAEMPL and NBAJOBS records EPAFs are used to adjust PEAEMPL and NBAJOBS records Electronic Personnel Action Forms [EPAFs] - NOAEPAF

23. Banner HR Foundational Overview Last Updated: 5/15/201523 Employee Management Hires Hires Terminations Terminations Promotions, Transfers Promotions, Transfers Demotions Demotions Part-Time/Full-Time/Casual “Rate” Changes Part-Time/Full-Time/Casual “Rate” Changes Permanent Changes in Percent Time Permanent Changes in Percent Time Temporary Changes in Percent Time Temporary Changes in Percent Time Temporary Assignments (i.e., Temporary Upgrade) Temporary Assignments (i.e., Temporary Upgrade) Changes in FTEBS Changes in FTE Changes in Pays per Year Changes in Hours per Pay Leaves of Absence Job Labor Distribution Changes JOBS/PEAEMPL Record Maintenance Changes to Default Earnings Sample EPAF Activities

24. Banner HR Foundational Overview Last Updated: 5/15/201524 NBAJOBS Updated when the EPAF has been completed PEAEMPL Check for an existing relationship between the person and USNH Updated when the EPAF has been completed NBAPBUD NBAPBUD Check to confirm position budget information and Active status NBIJLST Check to see if the person already has an Active USNH job; especially a job that uses the same Position # JOB (Appointment) A JOB (record in NBAJOBS) is the result of a completed EPAF and is identified by a unique combination of ID #999999999 Position #UB0384 Suffix #00 NBAPOSN Check for position # and Active status NOAEPAF Prior to entering an EPAF… check PPAIDEN, PEAEMPL, NBAPOSN, NBAPBUD and NBIJLST The process of entering an EPAF draws information from PPAIDEN, NBAPOSN, and NBAPBUD. Once completed the EPAF transaction updates PEAEMPL and NBAJOBS. PPAIDEN Check the information required to enter an EPAF is correct: First Name, Last Name, DOB, Ethnicity, Gender, Citizenship, Campus and Permanent Addresses Forms to Review BEFORE Entering a Hire EPAF

25. Banner HR Foundational Overview Last Updated: 5/15/201525 NBAJOBS Updated when the EPAF has been completed PEAEMPL Check for an existing relationship between the person and USNH Updated when the EPAF has been completed JOB (Appointment) A JOB (record in NBAJOBS) is the result of a completed Hire EPAF and is identified by a unique combination of ID #999999999 Position #UB0384 Suffix #00 Completed Hire EPAF Employee Management

26. Banner HR Foundational Overview Last Updated: 5/15/201526 A JOB is a unique combination of… Congratulations! you have a JOB as seen on NBAJOBS or NBIJLST Employee Management POSITION # AA#### SUFFIX # 00-ZZ INDIVIDUAL’s ID # ######### What is a JOB?

27. Banner HR Foundational Overview Last Updated: 5/15/201527 PAYROLL ADMINISTRATION

28. Banner HR Foundational Overview Last Updated: 5/15/201528 Payroll Administration USNH Pay Processing USNH Pay Processing Employee Class [ECLS] Employee Class [ECLS] As provided on NBAJOBS record determines pay processing rules and payment method to be used for the employee As provided on NBAJOBS record determines pay processing rules and payment method to be used for the employee Bi-weekly pay cycle Bi-weekly pay cycle Pay periods run from Saturday Week 1 (begin date) to Friday Week 2 (end date) Pay periods run from Saturday Week 1 (begin date) to Friday Week 2 (end date) Salary Payroll: PAYID = B1; paid on pay period end date Salary Payroll: PAYID = B1; paid on pay period end date Labor Payroll: PAYID = B2; paid 1 week after pay period end date Labor Payroll: PAYID = B2; paid 1 week after pay period end date Labor Time Entry Labor Time Entry B2 Time Entry is open on the pay period begin date and normally closes on the Monday following the pay period end date (controlled by PTRCALN) B2 Time Entry is open on the pay period begin date and normally closes on the Monday following the pay period end date (controlled by PTRCALN) NBAJOBS labor distribution defaults to Payroll NBAJOBS labor distribution defaults to Payroll Past expenses may be reallocated by submitting a DCN to USNH Payroll Office via electronic spreadsheet or by entry via PHAREDS if delegated responsibility Past expenses may be reallocated by submitting a DCN to USNH Payroll Office via electronic spreadsheet or by entry via PHAREDS if delegated responsibility

29. Banner HR Foundational Overview Last Updated: 5/15/201529 Payroll Administration Status Exempt Part-Time/Full- Time/Casual Exempt P1, B1, E1, F2, F4 CE, DE, JE, F6, F7, F8, F8, KE Default Regular Earnings Defer Pay (Spread Pay) available for AY or PT Status Exempt No PHATIME entry is required Employee Class NBAJOBS ECLS Payment Method Payment Methods Operating Staff H1, H2 Default Regular Earnings based on position work schedule Shift premium/weekend premium determined by work schedule USNH policy provides Overtime when an employee works more than 8 hours per day unless employee has overtime waiver Additional time entry requires for additional hours worked, retro hours, voluntary dock, etc. Hourly Student Hourly College Work Study CH, DH, JH SH SW, SX Positive Pay for Hourly, Student Hourly and CWS Employees Hours worked daily are entered each pay period for each eligible earn code (regular hrs, overtime, shift premium, etc.) Time entry required: NO entry = NO pay Operating Staff Hourly Student Hourly College Work Study H1, H2 CH, DH, JH SH SW, SX Third-Party Feeds to Payroll Kronos and FAMIS Systems All time captured in 3 rd Party System

30. Banner HR Foundational Overview Last Updated: 5/15/201530 Payroll Administration Partial Exception to default regular pay Partial Exception to default regular pay UNH staff not part of positive pay pilot (additional hours worked, callback, stand-by, voluntary dock pay, etc.) UNH staff not part of positive pay pilot (additional hours worked, callback, stand-by, voluntary dock pay, etc.) Full Exception Processing Full Exception Processing KSC, PSC, GSC, and System employees and UNH Positive Pay Pilot employees KSC, PSC, GSC, and System employees and UNH Positive Pay Pilot employees Reflects changes to the normal work schedule impacting pay amount (additional hours worked, call back, stand-by, voluntary dock pay, etc.) Reflects changes to the normal work schedule impacting pay amount (additional hours worked, call back, stand-by, voluntary dock pay, etc.) Maintains on-line leave balances (ET/vacation/sick leave use, etc.) Maintains on-line leave balances (ET/vacation/sick leave use, etc.) Positive Pay Pilot Positive Pay Pilot Time defaults to employee’s PHATIME record and entry performed to represent actual work performed (e.g. regular, additional hours, callback, ET, voluntary dock, etc.) Time defaults to employee’s PHATIME record and entry performed to represent actual work performed (e.g. regular, additional hours, callback, ET, voluntary dock, etc.)

31. Banner HR Foundational Overview Last Updated: 5/15/201531 Payroll Administration Payroll Calendar – [PTRCALN] Payroll Calendar – [PTRCALN] Manages the dates/times associated with payroll processes Manages the dates/times associated with payroll processes Accessible to members of the USNH payroll community Accessible to members of the USNH payroll community Maintained by USNH Payroll Maintained by USNH Payroll Controls Time Data Entry window Controls Time Data Entry window Calendar Year vs. Fiscal Year [FY] Calendar Year vs. Fiscal Year [FY] Payroll processed by Calendar Year [Jan 1 – Dec 31] Payroll processed by Calendar Year [Jan 1 – Dec 31] Financial activity tracked by Fiscal Year [Jul 1 – Jun 30] Financial activity tracked by Fiscal Year [Jul 1 – Jun 30] Payroll has No Fiscal Year Restrictions Payroll has No Fiscal Year Restrictions Appointments [JOBs] carry forward year to year with no Fiscal Year limitations Appointments [JOBs] carry forward year to year with no Fiscal Year limitations Labor distributions don’t end at the Fiscal Year end Labor distributions don’t end at the Fiscal Year end

32. Banner HR Foundational Overview Last Updated: 5/15/201532 Payroll Administration Example of Pay Period [PP] and data entry schedule Example of Pay Period [PP] and data entry schedule Most current schedule is available in Banner through PTRCALN or online http://www.finadmin.unh.edu/controller/pr_forms.html Most current schedule is available in Banner through PTRCALN or online http://www.finadmin.unh.edu/controller/pr_forms.html Pay Period PP Begin & End Dates Entry End Date Entry Ends at Check Date B1-19 Saturday 08/28/04 to Friday 09/10/04 Monday 9/6/04 N/A Friday 9/10/04 B2-19 Saturday 08/28/04 to Friday 09/10/04 Monday 9/13/04 9:00 pm Friday 9/17/04

33. Banner HR Foundational Overview Last Updated: 5/15/201533 Payroll Administration Direct Deposit Available and encouraged for all USNH employees Supports deposit of multiple fixed amounts and net to multiple bank accounts Direct Deposit notice mirrors the Check Pay Stub Checks Issued for anyone who has not authorized direct deposit Check Pay Stub information includes: Earnings types including hours worked and rate of pay Deduction lines with description Current pay period & YTD employee amounts System-wide messages for all recipients Distribution ORGN on EPAF controls check/direct deposit notice address XUNHCM = UNH Campus address, XPSCPM = PSU physical home address

34. Banner HR Foundational Overview Last Updated: 5/15/201534 Review of Employment Cycle Termination EPAF Termination EPAF in NOEPAF used to retire/terminateemployee PPAIDEN queried for existing ID record for person to be hired. PPAIDEN queried for existing ID record for person to be hired. Content of existing record reviewed for accuracy. New records added only for those who are new to USNH. EPAFs entered in EPAFs entered in NOAEPAF to process most job changes most job changes Employee receives bi-weekly paycheck/paystub Employee receives bi-weekly paycheck/paystub Exempt employee time defaults from JOBS record. No time entry required. Non-Exempt employee time defaults the JOBS record Exempt employee time defaults from JOBS record. No time entry required. Non-Exempt employee time defaults the JOBS record and/or requires manual time entry. Hiring EPAF entered in NOAEPAF to create employee record in PEAEMPL and job in NBAJOBS Hiring EPAF entered in NOAEPAF to create employee record in PEAEMPL and job in NBAJOBS Re-Hire

35. Banner HR Foundational Overview Last Updated: 5/15/201535 Management Reporting Banner On-Line Query Banner On-Line Query Provides access to wide range of information based on assigned ORGN security Provides access to wide range of information based on assigned ORGN security WebIntelligence Management Reporting Options WebIntelligence Management Reporting Options Next Day Reporting Next Day Reporting Live Time Reporting Live Time Reporting Live Reporting for Central Offices Only Live Reporting for Central Offices Only A limited number of users have system-wide access A limited number of users have system-wide access Data access is based on ORGN security Data access is based on ORGN security

36. Banner HR Foundational Overview Last Updated: 5/15/201536 Summary We’ve shared with you the critical Banner HR pieces and now you too are part of the big picture!

37. Banner HR Foundational Overview Last Updated: 5/15/201537 Next Step: Hands-On Training Hands-on training for Banner HR Employee Management, EPAF Entry and Payroll Entry is available upon request. Send email to cis.training.center@unh.edu or call 603-862-4242. Hands-on training for Banner HR Employee Management, EPAF Entry and Payroll Entry is available upon request. Send email to cis.training.center@unh.edu or call 603-862-4242.cis.training.center@unh.edu To attend hands-on training you must have a valid Banner HR account. Apply for an account on-line at: http://usnhaccounts.unh.edu/bannerhr.html To attend hands-on training you must have a valid Banner HR account. Apply for an account on-line at: http://usnhaccounts.unh.edu/bannerhr.html http://usnhaccounts.unh.edu/bannerhr.html

38. Banner HR Foundational Overview Last Updated: 5/15/201538 Questions? Please email any questions, comments or concerns regarding this presentation to: Please email any questions, comments or concerns regarding this presentation to: amanda.riecks-kurshinsky@unh.edu or call 603-862-2494.