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Human Resources & Payroll Banner Implementation Work Team Orientation. Presenter Introductions. Duane Arruti Josie Abeyta Joyce McCarthy Jessica McKenna John Ortiz LaVern Rodriguez Antoinette Willis. Banner Human Resources & Payroll “The Next Step in our ERP” So…..What is an ERP?. “.

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presenter introductions
Presenter Introductions
  • Duane Arruti
  • Josie Abeyta
  • Joyce McCarthy
  • Jessica McKenna
  • John Ortiz
  • LaVern Rodriguez
  • Antoinette Willis
slide4

QuizDoes ERP stand for…

a) Earth Revolutionary Processb) Enraging Random Peoplec) Enterprise Resource Planningd) Expecting Ridiculous Progresse) All of the Above

c enterprise resource planning

AnswerERP Stands for…

c) Enterprise Resource Planning

Enterprise Resource Planning systems (ERPs) integrate (or attempt to integrate) all data and processes of an organization into a unified system. Wikipedia Definition

It’s not just about the technology…it is about better communication and sharing of information across the institution. The system gives us the tools…people make it happen!

today s presentation will
Today’s Presentation will:
  • Briefly review points from the HR/Payroll Banner Implementation
  • Provide an overview of the Project Timeline and update you on the status of the project
  • Give you a sneak peek at some of the planned features of Banner HR/Payroll
  • Introduce the most important part of this implementation – YOU!
hr payroll project objectives
HR/Payroll Project Objectives

A sample of the Project objectives includes:

  • Client centered administrative environment
  • User autonomy through web-based, state of the art, self-service software product
  • Improved quality of employee experience
  • Support Data driven planning & decision making
  • Conduct administrative business more uniformly, efficiently & effectively
project scope
Project Scope

The following features are system required for go live:

-- -Biographic and Demographic Information

-Employment Administration

-Benefits/Deductions Administration

-Position Management

-Time Entry and Payroll Processing

-Compensation Administration

The following features are not system required:

  • -Applicant Tracking

* -Employee Relations Administration

  • -Health and Safety Administration
  • -Personnel Services Budgeting
  • -Payroll History

* -Electronic Approvals

* -Faculty Administration

* -Employee Self-Service

  • -Web Time Entry

* Currently Planned for UNM’s Go-Live

hr payroll project definition document states
HR/Payroll Project Definition Document states:

“Amajor goalof the Project is to take into account the stakeholder perspective and to align the systems to focus on organizational needs and business process needs rather than on back-office operations.”

slide14
Remember….We are building the foundation.All will not be perfect on Day 1.The work continues after go-live!
banner hr payroll part of the erp
Banner HR/Payroll - Part of the ERP
  • Function of Banner HR/Payroll is to capture all information about employees and their conditions of employment
  • Basis for an employee to be paid accurately
  • Database of record for all reports
banner hr payroll
Banner HR/Payroll
  • Captures the essence of an “integrated system”
  • A person has one identity in Banner with their different relationships to UNM all tied to that identity

… A student to a student employee to a staff member to a faculty to a retiree…. All tied to a single person record

banner hr payroll1
Banner HR/Payroll

Some of the challenges of building HR/Payroll:

  • All types of employment must share the same forms and fields
  • Data definitions must be agreed upon and used or the integrity of the data is compromised

Examples: defining what a is a “rehire” or a “new hire”; defining specific dates

  • Requires HR, Payroll, Finance and all the Employment Data Centers to work much more collaboratively than we ever have
banner hr payroll2
Banner HR/Payroll

Some of the challenges of building HR/Payroll:

  • Incorporate the stand alone systems around campus
  • Charged with implementing “Vanilla” Banner

Bad News - Requires us to question our current business practices

Good News – Requires us to question our current business practices

  • Banner is a “tool” not a manager – Managing expectations
hr payroll value added
HR/Payroll Value Added
  • Data & Reportswill be more accessible to core offices and end users with a focus on consistency & accuracy
  • Employeeswill be able to manage their own personal information instead of having to call HR or Payroll
  • Increasesharing of data such as “I-9’s” and demographic information
  • Improvecollaboration through the development of teams with an enterprise-wide perspective
the banner hr payroll pyramid
The Banner HR/Payroll Pyramid

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

pay id
Pay ID

Pay ID

Employee Class

  • Pay ID controls when employees in an e-class will be paid
    • Monthly-MN
    • Bi weekly-BW
    • Semimonthly-SM

Position Class

Position

Jobs

Labor Distribution

employee class
Employee Class

Employee class rule form associates the e-class with earning codes, leave categories and benefit categories

  • Similar to Job Group in HRS
  • Change from 11 to 22

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

slide24

Employee class is a key component of the Payroll system

Up to 50 characteristics used per e-class

  • Leave category
  • Benefit category
  • Default hours per day/month
  • Pay ID code
  • FLSA status (exempt / non-exempt)
  • Premium pay (yes / no)
  • Time sheet entry method
  • EEO class
  • Earnings codes

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

position class
Position Class
  • Position class is used for compensation analysis
  • HR tool for tracking and reporting positions
  • Similar to Job Class in HRS

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

position
Position
  • The position is the budgeted entity assigned to a particular department
  • A position has a classification budget, FTE, and department
    • May be single positions
    • May be pooled positions

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

slide28
Jobs
  • Set-up specific pay & benefit aspects
  • Contains the following:
    • Probationary Period
    • Next Raise Date
    • Job Type
    • Pay Table (pay rate)
    • Payroll cycle
    • Labor Distribution
  • Similar to Assignment in HRS

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

labor distribution
Labor Distribution
  • Defaults from the position
  • Must equal 100%

Pay ID

Employee Class

Position Class

Position

Jobs

Labor Distribution

banner naming convention
Banner Naming Convention

PPAIDEN(Payroll General Person Identification)

Positions 4 thru 7- Unique identifier the object.

(IDEN = Identification)

Position 3- Type of object (A = Application)

Position 2- Application module owning the object.

(P = General Person)

Position 1- Primary application owning the object (P = Payroll)

pdabdsu employee benefit deduction setup form
PDABDSU: Employee Benefit / Deduction Setup Form
  • Benefits and deductions that are associated with an employee’s job are profiled here
  • Voluntary participation in benefit programs
  • Applicable taxes are selected here
pdadedn detailed benefits deductions form
PDADEDN: Detailed Benefits Deductions Form
  • Each deduction or benefit can have options associated with it here
  • A deduction or benefit can be active or inactive – an active date can be associated with any change made here
next steps
Next Steps…

Banner HR/Payroll Team has identified specific areas

that require expertise of Departments/Finance/HR and

Payroll staff to assist with completing the build and

testing

  • Work Teams have a concentrated time frame to perform a specific task - Potential to use

Rapid Redesign Concept

  • Work Teams are a key component to successful implementation.
next steps1
Next Steps…
  • Team Leads will contact team members to schedule initial meeting to go over team objectives and timelines.
  • Work team members are asked to represent not only their specific area but to talk with peers in other departments and bring in their perspectives.
next steps2
Next Steps…

Sample work teams include:

  • Data Collection
  • Time Entry
  • Special Comps
  • EPAFS – Change in Labor Distribution
  • Fast Info
  • Records Maintenance
what can i do now
What can I do now?
  • Complete Banner Navigation and Securing Private Data courses
  • Review documents in training binder
  • Visit website for more resources
    • http://link.unm.edu
ongoing communications
Ongoing Communications
  • Monthly face-to-face meetings for core office staff
    • February 27, 10-11 am
  • Monthly campus-wide newsletters
  • Town Hall in April/May
contact information
Contact Information
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