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Banner HR Upgrade. Agenda. Faculty Load and Compensation module Multiple Year Encumbering Combined Benefits Limits Support for Internationalization Multiple Race and Ethnicity entry in EPAFs Multiple Job processing in a Single EPAF. Agenda. FMLA Enhancement Form Changes

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agenda
Agenda
  • Faculty Load and Compensation module
  • Multiple Year Encumbering
  • Combined Benefits Limits
  • Support for Internationalization
  • Multiple Race and Ethnicity entry in EPAFs
  • Multiple Job processing in a Single EPAF
agenda1
Agenda
  • FMLA Enhancement
  • Form Changes
  • Banner General related enhancements
  • Request for Product Enhancements (RPEs)
    • >300 enhancements and/or problem resolutions
  • Testing and Upgrade planning
faculty load and compensation module
Faculty Load and Compensation Module
  • Automate faculty assignment data from Banner student to Banner HR
  • Access information through Self Service
  • Provide faculty oriented view of compensation details and contract information
multiple year encumbering
Multiple-Year Encumbering
  • Areas affected
    • Encumbering
    • Effort Certification
    • Labor Redistribution
  • Changes covered over two consecutive releases 8.0 and 8.1
multiple year encumbering1
Multiple-Year Encumbering
  • 8.0 release extends the encumbering functionality for multiple years
  • The process provides a more effective method to track labor and fringe encumbrances associated with grant
  • Recommend implementing at the end of a Fiscal Year
combined benefit limits
Combined Benefit Limits
  • Satisfies RPEs: CMS-RPE32584 and 1-LXAVB
  • Track employee
    • Annual contribution limit-tracks a total for deductions and benefits
    • Annual compensation limit-tracks a cap limit for applicable gross associated with a benefit
    • Catch-up contributions
    • 15-year rule plan
combined benefit limits1
Combined Benefit Limits
  • New and updated forms
    • PTRBDCL – Benefit/Deduction Combined Limit Rule Form
    • PTRBDCA – Benefit/Deduction Rule Form
    • PDADEDN – Emp Benefit/Deduction Form
    • PTRBDMC – Benefit/Deduction Mass Change Rules Form
    • PEIDHIS – Emp Deduction History Form
      • Additional block to include new limit rules
modified payroll benefit processes
Modified payroll/benefit processes
  • Pay Period Proof Process (PHPPROF)
    • Linked retirement deductions are using same combined limit code
    • Verify associated deductions have same combined limit rule code
  • Payroll Calculation Process (PHPCALC)
    • Three new calculation rules:
      • 16 – Flat amount by employee with employer share
      • 28 – Percent of gross by employee with employer share
      • 29 – Percent of gross (each plan) with combined limits – employer match
modified payroll benefit processes1
Modified payroll/benefit processes
  • Pay Period Proof Process (PHPPROF)
    • Enforce new combined maximum limits
  • Benefit Deduction Mass Change Process (PTRBDMC)
    • Insert of update Combined Limit Code in PDRDEDN
internationalization changes
Internationalization Changes
  • Unicode – UTF-8
  • Additional IDs – assign ID type (GTVADID)
    • Added to Banner identification forms
    • New tab on PPAIDEN – Additional Identification
  • Enhanced Fields
    • Expanded fields for Name, address, telephone number, E-mail address, and SSN
    • New fields – House numbers, telephone country code, and surname prefix
multiple race ethnicity entry in epafs
Multiple Race & Ethnicity entry in EPAFs
  • Forms updated to include the multiple race entries
    • NTRAUSG
    • NOAEPAF
multiple job processing in a single epaf
Multiple Job Processing in a Single EPAF
  • Users will be able to perform the following types of actions within a single EPAF transaction:
    • Change appt (change FTE)
    • Convert temp positions to permanent, or vice-versa
    • Reassign to another position
    • Funding change with a different position number (new job)
    • Employee type change
    • Lateral transfer
    • Promotion
    • Hire/Terminate for a short-term appointment
fmla enhancements
FMLA Enhancements
  • Expansion for capturing FMLA Time for the care of Military Service Members
    • Ability to comply with the new Federal Regulation H.R. 4986, which allows for the extension of up to 26 weeks of FMLA for care of Military Service Members.
  • Address the deficiencies of recording and displaying balances for FMLA information associated with the ‘Qualifying Event’ and ‘Rolling Backwards’ method.
  • Additional FMLA Year types to comply with Federal regulations
    • Employee Service Date Year
    • Institution Specified Year
fmla enhancements1
FMLA Enhancements
  • Incorporated existing Banner data to provide user information for employee qualification for FMLA
    • Calculation of prior 12 months work hours
    • Primary Employee Class
  • Reformatted Comments area to record user and activity date
  • FMLA Event History – New record to record data changes
  • Ability to import FMLA usage from payroll to the FMLA Leave Tracking Area
form changes
Form Changes
  • Newly Tabbed Forms
    • Position Description Form (PAAPDES)
    • Position Requirements Form (PAAPREQ)
    • Position Definition Form (NBAPOSN)
    • Employee FMLA Information Form (PEAFMLA)
    • Employee Class Rules Form (PTRECLS)
    • Benefit Category Rules Form (PTRBCAT)
    • Installation Rules Form (PTRINST)
    • Fringe Chargeback Rules Form (NTRFBLD)
banner general enhancements related to hr
Banner General Enhancements related to HR
  • Supplemental Data Engine (SDE)
    • A simple way to add data fields to Banner forms
    • Allows you to store data that is not part of the existing Banner data model
    • No customization of Banner forms or tables is needed to capture and use additional data with SDE
  • Possible uses
    • Add comments for miscellaneous notes
    • Add data translated into different languages
    • Add date field or new field for additional info
banner general enhancements related to hr1
Banner General Enhancements related to HR
  • Limitations
    • SDE is tied to forms indirectly, data is stored in a separate table
    • Not all tables, blocks, and forms work with SDE
    • SDE and VPD (Virtual Private Database) in multi-Enterprise Processing is not supported
    • Masking is not supported
    • Must request your DBA to turn-on
banner general enhancements related to hr2
Banner General Enhancements related to HR
  • Partial Data Masking
    • Banner 7.0
      • Full content masking
      • Partial number and date field masking
    • Banner 8.0
      • Partial character field masking
request for product enhancements rpes
Request for Product Enhancements (RPEs)
  • NBPENCM (CMS-RPE3882 & CMS-RPE38587)
    • Issue: Errors which occur during the Budget Maintenance
  • Process (NBPBUDM) need to be identified or reported in a visible manner.
    • Issue: If a user is in the Job Labor forms when the Budget
  • Maintenance Process (NBPBUDM) is running, the process will end in the middle without aborting.
    • Resolved with the Encumbrance Maintenance Process
  • (NBPENCM) in Position Control 8.0.
request for product enhancements rpes1
Request for Product Enhancements (RPEs)
  • PHPCHEK/PHPCHKL (RPE 1-2XDLN9 & CMS-RPE32291)
    • Issue: Processes were not in compliance with Check 21 guidelines for printing numerical amounts.
    • Issue: Processes where the SSN/SIN may be printed should have a parameter allowing for control of SSN/SIN display.
    • Resolved in 8.0 release of PHPCHEK and PHPCHKL
request for product enhancements rpes2
Request for Product Enhancements (RPEs)
  • PHPMTIM (RPE 1-1W3OPV)
    • Issue: The Mass Time Entry Process (PHPMTIM) was automatically overwriting all earnings in pay history.
    • Resolved in 8.0 release of PHPMTIM
request for product enhancements rpes3
Request for Product Enhancements (RPEs)
  • PDABDSU (CMS-RPE 4756)
    • Issue: The Begin Date in the Key block would default to the System Date initially. This could result in deductions being added for an employee with the incorrect date.
    • Resolved in 8.0 release of PDABDSU
hr banner upgrade project planning
HR Banner Upgrade Project Planning
  • Group(s) have been meeting since April
    • Identify processes, forms, interfaces, etc., to be tested
    • Develop test plans and prioritize testing order
    • Develop testing timeline
    • Develop communication plan
    • Involve functional areas to solicit input (HRBUG)
hr banner upgrade project planning1
HR Banner Upgrade Project Planning
  • Technical Aspect
    • Develop testing database to ease future upgrade testing preparation
    • Develop testing scripts utilizing IS Trainers to retain documentation
    • Collaboration with NEOUCOM
testing plan
Testing Plan
  • Testing lab in ASB to be shared with all areas
  • Testing will be done formally with test scripts, test cases, logging issues, etc.
  • Testing schedule will be posted to the Upgrade website, as well as, scheduled via Outlook
  • Imperative that users dedicate themselves to attending their assigned testing session
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