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SCT Banner HR Technical Training. Introductions. Purpose Instructor introduction Attendee introductions Name and Title Banner Background Oracle Background Banner Responsibilities Expectations for the course. Performance Objective.

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Sct banner hr technical training l.jpg

SCT Banner HRTechnical Training


Introductions l.jpg
Introductions

  • Purpose

    • Instructor introduction

    • Attendee introductions

      • Name and Title

      • Banner Background

      • Oracle Background

      • Banner Responsibilities

      • Expectations for the course


Performance objective l.jpg
Performance Objective

  • To prepare the technical staff to support HR in the implementation and the operations of the Banner Human Resources product


Task objectives l.jpg
TaskObjectives

  • Identify Banner Human Resources forms and tables

  • Query the Banner HR tables

  • Identify tables and fields for data conversion

  • Identify tables and fields for migration to the production database

  • Follow key HR processes


Topics l.jpg
Topics

  • Foundations

    • Naming Conventions

    • PIDM and SOBSEQN

    • Job Submission

  • The Data Dictionary


Topics cont l.jpg
Topics (cont.)

  • Banner Objects

    • Forms

    • Tables

  • Banner System Overview

  • HR Hierarchy


Topics cont7 l.jpg
Topics (cont.)

  • HR Components

    • Biographic/Demographic Information

    • Employment Administration

    • Position Management

    • Compensation Administration

    • Benefit/Deductions Administration

    • Time Entry and Payroll Processing


Topics cont8 l.jpg
Topics (cont.)

  • HR Components

    • Applicant Tracking

    • Employee Relations Administration

    • Health and Safety Administration

    • Leave Tracking

    • Electronic Approvals (EPAF)


Topics cont9 l.jpg
Topics (cont.)

  • Interior

    • Effective Dating

    • Work and Process Flow

  • HR / Banner System Interfaces

    • Finance

    • Alumni

    • Student


Topics cont10 l.jpg
Topics (cont.)

  • Key HR Processes

    • New Hire Process

    • Payroll Process

  • HR Security

    • Employer (EMPR)

    • Organization (ORGN)

    • Employee Class (ECLS)

    • Salary Level


Topics cont11 l.jpg
Topics (cont.)

  • Maintenance

    • Directory Structure

    • Standards

    • Customizing Banner

  • Supporting Your Users

    • Troubleshooting


Topics cont12 l.jpg
Topics (cont.)

  • Conversion

    • Conversion Strategies

    • Conversion Steps

    • Conversion Example

  • SCT Resources and Contact Information



Foundation topics l.jpg
Foundation Topics

  • Naming Conventions

    • Objects

    • Columns

  • PIDM

  • SOBSEQN

  • Banner General


Banner objects naming convention l.jpg
Banner ObjectsNaming Convention

  • All Banner objects adhere to a seven-character naming convention for their objects.

  • Characters identify a particular quality or attribute of the object


Banner objects naming convention16 l.jpg
Banner ObjectsNaming Convention

  • Objects can be:

    • Tables

    • Views

    • Forms

    • Processes


Position 1 identifies the primary system owning the form report process or table l.jpg
Position 1 - Identifies the primary system owning the form, report, process, or table.

Banner ObjectsNaming Convention

  • The primary system corresponds to a Banner product

  • Each product has its own ‘schema’ in the ORACLE database

  • Each schema has a unique name


Product owners l.jpg

General report, process, or table.

General Person

Finance

Accounts Receivable

Position Control

Payroll

Student

Financial Aid

Alumni

Security

GENERAL

SATURN

FIMSMGR

TAISMGR

POSNCTL

PAYROLL

SATURN

FAISMGR

ALUMNI

BANSECR

Product Owners


Slide19 l.jpg

Banner Objects report, process, or table.Naming Convention

  • A Alumni/Development

  • F Finance

  • G General

  • H New Products (Web)

  • N Position Control

  • P HR/Payroll/Personnel

  • R Financial Aid

  • S Student/Common

  • T Accounts Receivable

  • V Voice Response

  • W,X, and Z

    Client Developed


Position 2 identifies the component owning the form report process or table if position 1 is p or n l.jpg

A Applicant report, process, or table.

B Budget

C COBRA

D Benefits/Deductions

E Employee

H Time Reporting /History

O Overall

P General Person

T Table (Validation or Rule)

R Electronic Approvals

U Utility

X Tax Administration

W,Y, Z Client- developed forms

Position 2 - Identifies the component owning the form, report, process, or table. If Position 1 is P or N:

Banner ObjectsNaming Convention


Position 3 identifies the type or function of the object l.jpg
Position 3 - Identifies the type or function of the object. report, process, or table.

Banner ObjectsNaming Convention

  • A Application

  • B Base Table , Batch COBOL Process

  • I Inquiry Form

  • P Process

  • R Rule or Repeating Table, Report/Process

  • V Validation Table or Form, View

  • Q Query Form


Positions 4 5 6 7 a descriptive four character name for the object l.jpg
Positions 4,5,6 &, 7 - A descriptive four-character name for the object

Banner ObjectsNaming Convention

  • HR Example: PPAIDEN

    P Payroll

    P Person

    A Application Form

    IDEN Identification


Slide23 l.jpg

Banner Objects the objectNaming Convention

  • Another HR Example: PEBEMPL

    P Payroll

    E Employee

    B Base

    EMPL Employee


Other examples l.jpg

SPRIDEN the object

S Common

P Person

R Repeating Table

IDEN Identification

GUAIDEN

G General

U Utility

A Application

IDEN Identification

Other Examples

Banner ObjectsNaming Convention


Slide25 l.jpg

Tables column names start with the seven-character table name followed by an underscore and the column name.

If followed by _code then it validates against a rule or validation table:

Banner ColumnNaming Convention

EXAMPLES:

tablename_pidm

EX. SPBPERS_SSN EX. SPRIDEN_ID

tablename_ecls_code

EX. SPRADDR_STAT_CODE

Relates to STVSTAT_CODE


Slide26 l.jpg

Banner Constraint name followed by an underscore and the column name. Naming Convention

  • Primary key constraints are named as follows:

    • PK_tablename

      • Ex. PK_PTREARN

  • Foreign key constraints are named as follows:

    • FKn_tablename_INV_primarytablename_CODE (or KEY)

      • Ex. FK1_PTREARN_INV_PTV1099_CODE


Slide27 l.jpg

Banner Index name followed by an underscore and the column name. Naming Convention

  • Primary index is named as follows:

    • PK_Seven-character table name

      • Ex. PK_PTREARN

  • Each additional index is numbered numerically starting with 2, after key:

    • Seven-character table name_key2_index

      • Ex. PTREARN_KEY2_INDEX

    • Seven-character table name_key3_index


Pidm what is pidm l.jpg
PIDM - What is PIDM? name followed by an underscore and the column name.

  • Banner products store people-related records in the database using an internal Key field called a PIDM

  • PIDM is used instead of the person’s ID number as the key, so that a person can change his or her ID with relative ease

  • Person IdentificationMaster

  • Data type: number


Pidm cont l.jpg
PIDM name followed by an underscore and the column name. (cont.)

  • SPRIDEN and all other person related tables are linked together by PIDM

  • SOBSEQN is used to generate one-up numbers to keep track of PIDMs used


Pidm and id relationship l.jpg

SOBSEQN_MAXSEQNO name followed by an underscore and the column name.

SOBSEQN_FUNCTION

SPRIDEN_ID

SPRIDEN_CHANGE_IND

SPRIDEN_PIDM

SPRADDR_ATYP_CODE

SPRADDR_PIDM

SPBPERS_BIRTH_DATE

SPBPERS_SSN

SPBPERS_PIDM

SPRTELE_TELE_CODE

SPRTELE_PIDM

PIDM and ID Relationship


Sobseqn l.jpg
SOBSEQN name followed by an underscore and the column name.

  • Table that stores numbers used to generate PIDMs and other sequential numbers

  • Built before Oracle incorporated sequence objects

  • Maintenance access should be at highest security level


Pidm and sobseqn l.jpg
PIDM and SOBSEQN name followed by an underscore and the column name.

  • To use the SOBSEQN table in conversion, get the maximum PIDM

    SELECT sobseqn_maxseqno

    FROM saturn.sobseqn

    WHERE sobseqn_function = PIDM

  • Increment sobseqn_maxseqno by 1

  • Update sobseqn with next PIDM

    UPDATE saturn.sobseqn

    SET sobseqn_maxseqno = sobseqn_maxseqno+ 1

    WHERE sobseqn_function = PIDM


Id and sobseqn l.jpg
ID and SOBSEQN name followed by an underscore and the column name.

  • sobseqn_seqno_prefix

    • The column sobseqn_seqno_prefix allows the organization to determine the character which will precede a generated ID

    • For example, a sobseqn_seqno_prefix set to “A” precedes the generated ID: A00000001


Job submission l.jpg
Job Submission name followed by an underscore and the column name.

  • GJAPCTL – Job Submission Form

  • Defines the parameters used to execute any given process

  • Communicates with the database server environment to schedule the process

  • Communicates with the database server environment to print the output of the process


Slide35 l.jpg

Exercise #1 name followed by an underscore and the column name.


The data dictionary l.jpg

The Data Dictionary name followed by an underscore and the column name.


The data dictionary37 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • How do you get more information about the structure and content of tables?

  • How do you find out about indexes, primary keys, and foreign keys?

  • How do you find out about table relationships?


The data dictionary38 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • A read-only reference of tables and views about the database

  • Stores information about both the logical and physical structure of the database*

    *Oracle 9i Server Concepts


The data dictionary39 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • USER_xxxxx -- shows objects and events owned by user

  • ALL_xxxxx -- shows all objects and events to which user has access

  • DBA_xxxxx -- restricted; assigned only to those with DBA role


The data dictionary40 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • ALL_TABLES

    • Descriptions of tables

  • ALL_COL_COMMENTS

    • Comments on columns of accessible tables

  • ALL_TAB_COLUMNS

    • Lists of columns of all tables

  • ALL_TAB_COMMENTS

    • Comments on tables


Slide41 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT table_name

FROM dict

WHERE table_name like 'ALL%';

TABLE_NAME

------------------------------

ALL_COL_COMMENTS

ALL_CONSTRAINTS

ALL_SYNONYMS

ALL_TABLES

ALL_TAB_COLUMNS

ALL_TAB_COMMENTS

...


Slide42 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT comments

FROM all_tab_comments

WHERE table_name = 'PTRECLS';

COMMENTS

---------------------------------

Employee Class Rule Table


Slide43 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT comments

FROM all_col_comments

WHERE column_name = 'PTRECLS_BCAT_CODE’;

COMMENTS

----------------------------------------

DEFAULT BENEFIT CATAGORY: A Benefit Cata

gory for which employees in this Employe

e Class will be eligible. Additional Be

nefit Catagories may be added on Page 2,

however this category will default to t

he Employee Form (PEAEMPL).


Slide44 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT column_name

FROM all_tab_columns

WHERE owner = 'PAYROLL'

AND column_name like '%ORGN%'

COLUMN_NAME

------------------------------

PEBEMPL_ORGN_CODE_HOME

PEBEMPL_ORGN_CODE_DIST

PERCAPL_ORGN

PERCAPR_ORGN

PEREHIS_HOME_ORGN

PERFACC_ORGN

PERFACT_ORGN

PERFAPL_ORGN ...

45 rows selected


Slide45 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT text

FROM all_views

WHERE view_name = ‘PEVLEAV’;

TEXT

----------------------------------------

SELECT PERLEAV_PIDM,

PERLEAV_LEAV_CODE,

PTRLEAV_LONG_DESC,

PTRLEAV_SHORT_DESC,

PERLEAV_BEGIN_BALANCE,

PERLEAV_ACCRUED,

PERLEAV_TAKEN,

PERLEAV_DATE_AVAIL,

PERLEAV_HRS_BANKED

FROM PERLEAV,

PTRLEAV

WHERE PTRLEAV_CODE (+) = PERLEAV_LEAV_CODE


The data dictionary46 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • ALL_INDEXES – descriptions of indexes

  • ALL_IND_COLUMNS – lists the columns that make up an index

  • ALL_CONSTRAINTS – descriptions of constraints

  • ALL_CONS_COLUMNS – lists the columns that make up a constraint


Slide47 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT constraint_name,status

FROM all_constraints

WHERE table_name = 'PTREARN'

AND constraint_name not like 'SYS%‘

CONSTRAINT_NAME STATUS

------------------------------ --------

PK_PTREARN ENABLED

FK1_PTREARN_INV_PTV1099_CODE ENABLED

FK1_PTREARN_INV_PTVERGR_KEY ENABLED


The data dictionary48 l.jpg
The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT constraint_name, column_name

FROM all_cons_columns

WHERE table_name = ‘PTREARN’

AND constraint_name not like ‘SYS%’

ORDER BY constraint_name, column_name;

FK1_PTREARN_INV_PTV1099_CODE

PTREARN_1099_CODE

FK1_PTREARN_INV_PTVERGR_KEY

PTREARN_ERGR_CODE

PK_PTREARN

PTREARN_CODE


Slide49 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT index_name, uniqueness, status

FROM all_indexes

WHERE table_name = 'PTREARN';

INDEX_NAME UNIQUENES STATUS

------------------------------ --------- --------

PK_PTREARN UNIQUE VALID

PTREARN_KEY2_INDEX NONUNIQUE VALID


Slide50 l.jpg

The Data Dictionary name followed by an underscore and the column name.

SQL> SELECT index_name, column_name

FROM all_ind_columns

WHERE table_name = 'PTREARN’

ORDER BY index_name, column_name;

INDEX_NAME

------------------------------

COLUMN_NAME

------------------------------

PK_PTREARN

PTREARN_CODE

PTREARN_KEY2_INDEX

PTREARN_BASE_SAL_IND


The data dictionary51 l.jpg
The Data Dictionary name followed by an underscore and the column name.

  • GURPDED Procedure

  • Extracts Data Dictionary information into a printable report

  • Run from GJAPCTL - the Job Submission Form in the General Product

    • Enter parameters:

      • Table name

      • Table owner

    • Output = Technical Addendum

      • To DATABASE

      • View or Print from GJIREVO


Slide52 l.jpg

Exercise #2 name followed by an underscore and the column name.


Banner objects l.jpg

BANNER Objects name followed by an underscore and the column name.

HR Objects


Hr forms l.jpg
HR Forms name followed by an underscore and the column name.

  • Users interact with the Banner database through the use of forms

  • Banner forms, like all Banner objects, adhere to the Banner objects naming convention.

  • Banner Human Resources contains six types of forms


Hr forms55 l.jpg
HR Forms name followed by an underscore and the column name.

  • Six Types of HR Forms

    • Menu

    • Application

    • Validation

    • Rules

    • Query

    • Inquiry


Menu forms will not follow banner objects naming convention l.jpg
Menu Forms name followed by an underscore and the column name. * Will not follow BANNER objects naming convention

HR Forms

  • Lists all related forms

  • Outlines the System

  • Ex. HRSEMPLOYEE

    (Employment Administration Menu)


Application forms l.jpg
Application Forms name followed by an underscore and the column name.

HR Forms

  • Enter Data

  • Update Data

  • Query the System

  • Ex. PEAEMPL (Employee Form)


Validation forms l.jpg
Validation Forms name followed by an underscore and the column name.

HR Forms

  • Lists all possible values for a given field

  • Data entry allowed

  • Table and form names are the same

  • Second and third characters are TV

  • Has code, description, and activity date fields

  • Ex. PTVESKL(Employee Skills)


Rule forms l.jpg
Rule Forms name followed by an underscore and the column name.

HR Forms

  • Define use of variables, objects, and application

  • Ex. PTRECLS (Employee Class)


Query forms l.jpg
Query Forms name followed by an underscore and the column name.

HR Forms

  • Third character is a Q

  • Must be called by another form

  • Look-up information only

  • Information cannot be changed

  • Ex. PTQECLS

    • ( Employee Class Query Form -

    • Called from flashlight in key block of PTRECLS)


Inquiry forms l.jpg
Inquiry Forms name followed by an underscore and the column name.

HR Forms

  • Third character is an I

  • Query data and returnto another form

  • Information cannot be changed

  • Form can be accessed from any menu

  • Ex. PEIETOT

    (Employee Year To Date Totals Form)


Hr tables l.jpg
HR Tables name followed by an underscore and the column name.

  • Banner data is stored in ORACLE tables.

  • Banner tables, like all Banner objects, adhere to the Banner objects naming convention.

  • There are three basic type of HR tables.


Hr tables63 l.jpg
HR Tables name followed by an underscore and the column name.

  • Three Basic Types of HR Tables

    • Application Tables

      • Base Tables

      • Repeating Tables

      • Temporary Tables

    • Validation Tables

    • Rules Tables


Application tables base tables l.jpg
Application Tables: name followed by an underscore and the column name. Base Tables

  • There can be only one occurrence of the logical key

  • Ex. PEBEMPL (Employee Base Table)

    • The logical key is PEBEMPL_PIDM (person identification master)

    • One record for each person (employee)


Application tables repeating tables l.jpg
Application Tables: name followed by an underscore and the column name. Repeating Tables

  • There can be multiple occurrences of the logical key

  • Ex. PDRDEDN (Deductions Repeating Table)

    • The logical key is PDRDEDN_PIDM(person identification master)

      and PDRDEDN_BDCA_CODE(benefit/deduction code)

    • Multiple record for each person for each of their deductions to record changes to options and amounts over time

    • Add the effective date for the primary key of the table


Application tables temporary tables l.jpg
Application Tables: name followed by an underscore and the column name. Temporary Tables

  • Intermediate internal holding area for Banner reports and processes

  • Same naming convention as application tables

  • Example:

    • PHRTDED


Rules tables l.jpg
Rules Tables name followed by an underscore and the column name.

  • Key column

    • tablename_code

      • Ex. PTRECLS_CODE

  • Description column

    • tablename_desc

      • Ex. PTRECLS_SHORT_DESC

  • Fields with a limited number of enterable values

    • tablename_column_name_ind

      • Ex. PTRECLS_BUDGET_ROLL_IND


Validation tables l.jpg
Validation Tables name followed by an underscore and the column name.

  • A validation table and its corresponding form will have the same name

  • Follows the same column naming convention as rule tables

  • All validation tables owned by Payroll have a maximum of four columns

    • tablename_code

    • tablename_desc

    • tablename_activity_date

    • tablename_empr_code ***


Hr hierarchy l.jpg

HR Hierarchy name followed by an underscore and the column name.


Hr hierarchy70 l.jpg
HR Hierarchy name followed by an underscore and the column name.

  • Banner HR uses a hierarchy of classes to ease data entry

  • By associating an employee with a class or grouping, class information can be automatically entered by the System

  • These classes and groupings are defined in the rules and validation tables


Hr hierarchy pyramid cont l.jpg
HR Hierarchy Pyramid name followed by an underscore and the column name. (cont.)

Payroll

Leave category, hourly/salary

Salary structures, titles

Unit of work

Employee in a unit of work

Spending source(s)


Hr hierarchy pyramid cont72 l.jpg
HR Hierarchy Pyramid name followed by an underscore and the column name. (cont.)

PTRPICT

PTRECLS

NTRPCLS

NBBPOSN….

NBRBJOB….

NBRJLBD….


Hr hierarchy pyramid cont73 l.jpg
HR Hierarchy Pyramid name followed by an underscore and the column name. (cont.)

Full Time

Administrative

Level II Accountant

Payroll Accountant

Employee 101

Dept 120, 121


Banner overview l.jpg

Banner Overview name followed by an underscore and the column name.


Banner system overview l.jpg
Banner System Overview name followed by an underscore and the column name.

  • Where does Banner Human Resources fit into the entire Banner System?


The sct banner systems l.jpg
The SCT Banner Systems name followed by an underscore and the column name.

Accounts

Receivable

Finance

Position

Control

Student

Payroll

General

Alumni

Financial

Aid


Hr components l.jpg

HR Components name followed by an underscore and the column name.


Banner hr components bio demographic l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • Biographic/Demographic Information

    • Establish a unique identifier for each individual

    • Maintain:

      • Biographic information

      • Educational background

      • Professional qualifications

  • Part of the General Module


Banner hr components bio demographic79 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • Core Application Forms

    • PPAIDEN

      • Establishes a unique identifier PIDM

      • Maintains biographic and demographic information

    • PPAGENL

      • Maintains professional qualifications


Banner hr components bio demographic80 l.jpg

Rules Forms name followed by an underscore and the column name.

PTRCERT

Certification Code

PTRSKIL

Skill Codes

Validation Forms

STVATYP

Address Type Code

STVCITZ

Citizen Type Code

STVETHN

Ethnic Code

Banner HR ComponentsBio - Demographic


Banner hr components bio demographic81 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

SPBPERS

SPBPERS_PIDM

SPRIDEN

SPRIDEN_PIDM

SPRTELE

SPRTELE_PIDM

SPRADDR

SPRADDR_PIDM

GORVISA

GORVISA_PIDM

GXRDIRD

GXRDIRD_PIDM

SORMAJR

SORMAJR_PIDM

SORDEGR

SORDEGR_PIDM

SORPCOL

SORPCOL_PIDM


Banner hr components bio demographic82 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • HR Required Fields – SPRIDEN

    • SPRIDEN_PIDM

    • SPRIDEN_ID

    • SPRIDEN_FIRST_NAME

    • SPRIDEN_LAST_NAME

    • SPRIDEN_CHANGE_IND

      • At least one record with a null

    • SPRIDEN_ENTITY_IND

      • = ‘P’ for person

    • SPRIDEN_ACTIVITY_DATE **


Banner hr components bio demographic83 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • HR Required Fields – SPBPERS

    • SPBPERS_PIDM

    • SPBPERS_SSN

    • SPBPERS_BIRTH_DATE

    • SPBPERS_ETHN_CODE

    • SPBPERS_SEX

    • SPBPERS_CITZ_CODE


Banner hr components bio demographic84 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • HR Required Fields – SPRADDR

  • An employee must have at least one active address record for the address type(s) designated for payroll

    • SPRADDR_PIDM

    • SPRADDR_ATYP_CODE

    • SPRADDR_SEQ_NO

    • SPRADDR_STREET_LINE1

    • SPRADDR_CITY

    • SPRADDR_STAT_CODE

    • SPRADDR_ZIP


Banner hr components bio demographic85 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • Each person will have SPRIDEN record with a SPRIDEN_CHANGE_IND of null

    • Other records for the person will have a value in the change_ind indicating the type of change (N)ame or (I)D

  • Each person will have one SPBPERS record


Banner hr components bio demographic86 l.jpg
Banner HR Components name followed by an underscore and the column name. Bio - Demographic

  • How many entity’s are there in SPRIDEN?

    SELECT count(*) FROM SPRIDEN and SPRIDEN_CHANGE_IND is null;

  • How many of those entities are people?

    SELECT count(*) FROM SPRIDEN

    WHERE SPRIDEN_ENTITY_IND = ‘P’ and SPRIDEN_CHANGE_IND is null;

  • How many of these represent current information for those people?

    SELECT count(*) FROM SPRIDEN

    WHERE SPRIDEN_ENTITY_IND = ‘P’

    AND SPRIDEN_CHANGE_IND is null;


Banner hr components employment administration l.jpg
Banner HR Components name followed by an underscore and the column name. Employment Administration

  • Maintain:

    • Employee’s status

    • Hire date

    • Benefit categories


Banner hr components employment administration88 l.jpg
Banner HR Components name followed by an underscore and the column name. Employment Administration

  • Core Application Forms

    • PEAEMPL

      • Establishes employee information, status, benefit and leave categories

    • PEAHIRE

      • Simple interface for establishing a new hire, with options to needed forms

  • Inquiry Form

    • PEIEHIS

      • History of changes made to PEBEMPL thru PEAEMPL


Banner hr components employment administration89 l.jpg

Rules Forms name followed by an underscore and the column name.

PTRBCAT

Benefit Categories

PTRLCAT

Leave Categories

PTRECLS

Employee Class

PTRTREA

Termination Reason

Validation Forms

FTVCOAS

Chart of Accounts

FTVORGN (PTVORGN)

Organization Codes

Banner HR ComponentsEmployment Administration


Banner hr components employment administration90 l.jpg
Banner HR Components name followed by an underscore and the column name. Employment Administration

PERREVW

PERREVW_REVT_CODE

PERREVW_REVT_DATE

SPRIDEN

SPRIDEN_PIDM

PEBEMPL

PEBEMPL_PIDM

PERLEAV

(PERJLEV)

PERLEAV_CODE

PEREHIS

PEREHIS_EFFECTIVE_DATE


Banner hr components employment administration91 l.jpg
Banner HR Components name followed by an underscore and the column name. Employment Administration

  • A row in PEAEMPL defines a person as an employee

  • Each employee will have one PEBEMPL record

  • A history of changes made to PEBEMPL through PEAEMPL is stored in PEREHIS

  • Must be have required Bio-Demo data first

  • Much of the required data for the employee record defaults from the HR Hierarchy (Rules and Validation Tables)

  • Other required fields are defaulted by the form PEAEMPL, but most can be overridden


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Banner HR Components name followed by an underscore and the column name. Employment Administration

  • HR Required Fields – PEBEMPL

    • PEBEMPL_PIDM

    • PEBEMPL_EMPL_STATUS

    • PEBEMPL_COAS_CODE_HOME

    • PEBEMPL_ORGN_CODE_HOME

    • PEBEMPL_COAS_CODE_DIST

    • PEBEMPL_ORGN_CODE_DIST

    • PEBEMPL_ECLS_CODE

    • PEBEMPL_LCAT_CODE


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Banner HR Components name followed by an underscore and the column name. Employment Administration

  • HR Required Fields – PEBEMPL (cont.)

    • PEBEMPL_BCAT_CODE

    • PEBEMPL_FIRST_HIRE_DATE

    • PEBEMPL_CURRENT_HIRE_DATE

    • PEBEMPL_ADJ_SERVICE_DATE

    • PEBEMPL_SENIORITY_DATE

    • PEBEMPL_FLSA_IND

    • PEBEMPL_INTERNAL_FT_PT_IND


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Banner HR Components name followed by an underscore and the column name. Employment Administration

  • How many employees are defined?

    SELECT count(*) FROM PEBEMPL;

  • How many of those employees are active?

    SELECT count(*) FROM PEBEMPL

    WHERE PEBEMPL_EMPL_STATUS = ‘A’;


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Banner HR Components name followed by an underscore and the column name. Position Management

  • Position Management

    • Define positions

    • Maintain position history


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Banner HR Components name followed by an underscore and the column name. Position Management

  • Core Application Forms

    • NBAPOSN

      • Defines all positions within a position classification and fiscal year

    • NBIPINC

      • Lists position incumbents

    • NBIPORG

      • Lists positions by organization

    • NBIPOSH

      • History of changes made to a position


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Rules Forms name followed by an underscore and the column name.

NTRPCLS

Position Class

NTRSALA

Salary rate

NTRSGRP

Salary Group

PTRECLS

Employee Class

Validation Forms

PTVESKL

EEO Skill Code

PTVORGN

Organization

PTVCDES

Position Class Job Description

Banner HR ComponentsPosition Management


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Banner HR Components name followed by an underscore and the column name. Position Management

NBRPTOT

NBRPTOT_POSN

NBRPTOT_FISC_CODE

NBRPTOT_EFFECTIVE_DATE

NBBFISC

NBBFISC_CODE

NBBFISC_COAS_CODE

NBBPOSN

NBBPOSN_POSN

NBRPLBD

NBRPLBD_PERCENT


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Banner HR Components name followed by an underscore and the column name. Position Management

  • One record in NBBPOSN for each position

  • At least one NBRPTOT record for each position/fiscal year combination

  • At least one NBRPLBD record for each position/fiscal year combination

  • How many positions are defined?

  • How many of those positions are active?


Banner hr components compensation administration l.jpg
Banner HR Components name followed by an underscore and the column name. Compensation Administration

  • Compensation Administration

    • Defaults come from HR hierarchy

    • Maintain

      • Employee’s Title

      • Employee’s Salary

      • Compensation History


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Banner HR Components name followed by an underscore and the column name. Compensation Administration

  • NBAJOBS

    • Defines the job for a particular employee with begin and end dates, title, status, labor distribution, and salary information

  • PEIJHIS

    • Employee Job History Form


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Banner HR Components name followed by an underscore and the column name. Compensation Administration

NBBPOSN

NBBPOSN_POSN

PEBEMPL

PEBEMPL_PIDM

NBRBJOB

NBRBJOB_PIDM

NBRBJOB_POSN

NBRBJOB_SUFF

NBRJLBD

NBRJLBD_EFFECTIVE_DATE

NBREARN

NBREARN_EFFECTIVE_DATE

NBRJOBS

NBRJOBS_EFFECTIVE_DATE


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Banner HR Components name followed by an underscore and the column name. Compensation Administration

  • One record in NBRBJOB for each position/employee combination

  • At least one record in NBRJOBS for each position/employee combination

    • Additional records for subsequent changes to job information

      • Ex. Salary, Title


Banner hr components compensation administration104 l.jpg
Banner HR Components name followed by an underscore and the column name. Compensation Administration

  • At least one NBRJLBD record for each position/fiscal year/employee combination

    • Defaults from NBRPLBD, but can be overridden

  • Records in NBREARN is defaulted depending on ECLS set up. It can be overridden


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Banner HR Components name followed by an underscore and the column name. Compensation Administration

  • The person must have an active employee record to have an active job.

  • The position must be active.

  • An employee can have multiple active jobs at any given time.

  • Labor distribution defaults from the position, but can be overridden at the job level.


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

  • Benefits/Deductions

    • Eligibility administration

    • Flexible benefits administration

    • COBRA administration


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

  • Core Application Forms

    • PDADEDN

      • Establish/Maintain deductions for benefits, taxes and other withholdings

    • PDABDSU

      • Efficient one time initial deduction set up

    • PDABENE

      • Beneficiary Form

    • PDABCOV

      • Beneficiary coverage Form


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

  • Inquiry Forms

    • PDIDLST

      • List of an employees deductions

    • PEIDTOT

      • Deduction totals by calendar or fiscal year

    • PEIATOT

      • Aggregated benefits/deductions form


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Rules Forms name followed by an underscore and the column name.

PTRBCAT

Benefit Category

PTRBDCA

Benefit/Deduction Code

PTRBDFQ

Benefit/Deduction Frequency

Validation Forms

PTVBDTY

Benefit/Deduction Type

PTVFMST

FMLA Status

PTVFREA

FMLA Leave Reason Code

Banner HR ComponentsBenefits and Deductions


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

PEBEMPL

PDRXPID

PDRXPID_PICT_CODE

PDRBDED

PDRBDED_BDCA_CODE

PDRBDED_BEGIN_DATE

PDRBDED_END_DATE

PDRBENE

PDRDEDN

PDRDEDN_EFFECTIVE_DATE

PDRDEDN_STATUS

PDRDEDN_APT_CODE1

PDRDEDN_AMOUNT1


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

  • One record in PDRBDED for each deduction/employee combination

  • At least one record in PDRDEDN for each deduction/employee combination

    • Additional records for subsequent changes to deduction

      • Ex. Plans, options, amounts….


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Banner HR Components name followed by an underscore and the column name. Benefits and Deductions

  • Must be an active employee to set up deductions.

  • Eligibility is driven by benefit categories (BCAT) in PTRBCAT.

  • ‘Self’ beneficiary records are created when employee record is created with PEAEMPL


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Banner HR Components name followed by an underscore and the column name. Leave Administration

  • Leave can be tracked by employee or by job.

  • Chose the method of leave on PTRINST form.

  • Different set of leave tables for employee or job tracking


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Banner HR Components name followed by an underscore and the column name. Leave by Employee

  • Forms

    • PEAEMPL – Leave balances are created for those leave types for which their leave category (LCAT) dictates

    • PEALEAV – View, track, and update balances for each leave code

    • PEILHIS – View leave balance history

    • PHIACCR – View leave accrual history


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Banner HR Components name followed by an underscore and the column name. Leave by Employee

PEBEMPL

PERLEAV

PHRACCR

PERLHIS


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Banner HR Components name followed by an underscore and the column name. Leave by Job

  • PEAEMPL – Leave balances are created for those leave types for which their leave category (LCAT) dictates

  • PEALEAV – View, track, and update balances for each leave code

  • PEILHIS – View leave balances history

  • PHIACCR – View leave accrual/taken history


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Banner HR Components name followed by an underscore and the column name. Leave by Job

PEBEMPL

PERJLEV

PHRJACR

PERJLHS


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Banner HR Components name followed by an underscore and the column name. Time Entry and Payroll Processing

  • Time Entry

    • Collect time sheet information

    • Validate earnings codes, hours and special rates to ensure eligibility of earnings type by employee group

  • Payroll Processing will be addressed in more detail later


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Banner HR Components name followed by an underscore and the column name. Time Entry

  • Application Forms

    • PHAHOUR

      • On-line Time Entry

    • PHATIME

      • Time entry with approvals

    • PHAMTIM

      • Mass time entry

  • These forms access and update a variety of PHR% tables.


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Banner HR Components name followed by an underscore and the column name. Applicant Tracking

  • Application Tracking

    • Create and maintain detailed requisitions for vacant positions

    • Create and maintain applicant records for existing positions

  • Application Forms

    • PAAAPPL – Applicant Information Form

    • PAAREQU – Requisition Form


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Banner HR Components name followed by an underscore and the column name. Applicant Tracking

SPRIDEN

PABREQU

PABAPPL

PARAPST


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Banner HR Components name followed by an underscore and the column name. Employee Relations

  • Employee Relations

    • Bargaining Unit Membership

    • Bargaining unit relations

    • Seniority Tracking

    • Grievance tracking

  • Application forms

    • PEABARG – Employee/Job Labor Relations

    • PEAGREV – Employee Relations Grievance


Banner hr components employee relations123 l.jpg
Banner HR Components name followed by an underscore and the column name. Employee Relations

PEBEMPL

PERBARG

PERJBBG

PEBGREV


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Banner HR Components name followed by an underscore and the column name. Health and Safety

  • Health and Safety

    • Record and report employee health information

    • Satisfy OSHA requirements

  • Application Forms

    • PEAHSIN – Health and Safety Incident Form

  • Driving Table - PEBHSIN


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Banner HR Components name followed by an underscore and the column name. Electronic Approvals

  • Electronic Approvals

    • Efficient approval signature process

    • Support the movement towards a paperless office


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Banner HR Components name followed by an underscore and the column name. Electronic Approvals

  • Application Forms

    • NTRROUT – Routing rule form

    • NOAEPAF – Personnel actions form

  • Driving Table - NOBTRAN

  • Process

    • NOPEAMA – Mass Apply Process


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Interior name followed by an underscore and the column name.


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Interior name followed by an underscore and the column name.

  • Effective Dating

  • Work Flow

  • Process Flow


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Effective Dating name followed by an underscore and the column name.

  • Maintains history

  • Allows for future dated personnel actions


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Effective Dating name followed by an underscore and the column name.

select nbrjobs_pidm, nbrjobs_posn, nbrjobs_suff, nbrjobs_effective_date, nbrjobs_desc, nbrjobs_status

from nbrjobs where nbrjobs_pidm = 408

order by nbrjobs_effective_date;

  • 408 S00001 00 31-AUG-96 Federal Work Study (Pooled) A

  • 408 S00001 00 30-SEP-96 History Dept. Office Clerk-CWS A

  • 408 S00001 00 11-MAY-97 History Dept. Office Clerk-CWS T

  • 408 S00001 00 31-AUG-97 History Dept. Office Clerk-CWS A


  • Effective dating131 l.jpg
    Effective Dating name followed by an underscore and the column name.

    • What job record is active as of today?

      select max(nbrjobs_effective_date) from nbrjobs

      where nbrjobs_effective_date <= SYSDATE

      and nbrjobs_pidm = 408;

      31-AUG-97


    Effective dating132 l.jpg
    Effective Dating name followed by an underscore and the column name.

    • What job record is active as of Oct. 1, 1996

      select max(nbrjobs_effective_date) from nbrjobs

      where trunc(nbrjobs_effective_date) <= ’01-OCT-96’

      and nbrjobs_pidm = 408 and nbrjobs_status = ‘A’;

      30-SEP-96


    Effective dating133 l.jpg
    Effective Dating name followed by an underscore and the column name.

    • A Nested Select

      select nbrjobs_desc, nbrjobs_posn, nbrjobs_suff, nbrjobs_effective_date,nbrjobs_status

      from nbrjobs a

      where nbrjobs_pidm = 408 and nbrjobs_effective_date =

      (select max(nbrjobs_effective_date)

      from nbrjobs b

      where trunc(nbrjobs_effective_date) <= ’01-OCT-96’

      and b.nbrjobs_status = 'A'

      and b.nbrjobs_pidm = a.nbrjobs_pidm

      and b.nbrjobs_posn = a.nbrjobs_posn

      and b.nbrjobs_suff = a.nbrjobs_suff);

      408 S00001 00 30-SEP-96 History Dept. Office Clerk-CWS A


    Some hr tables with effective dating logic l.jpg

    NBREARN name followed by an underscore and the column name.

    NBRJLBD

    NBRJOBS

    NBRPTOT

    PDRDEDN

    PERDHIS

    PEREHIS

    Some HR Tables with Effective Dating Logic

    Effective Dating


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    Exercise #3 name followed by an underscore and the column name.


    Work flow departmental l.jpg

    1 name followed by an underscore and the column name.

    2

    Position Control

    Personnel

    and Budgeting

    5

    Finance

    3

    System

    4

    Time Entry and

    Payroll

    Processing

    Work Flow - Departmental


    Work flow departmental137 l.jpg
    Work Flow - Departmental name followed by an underscore and the column name.

    1. Position Control and Budgeting defines the position and assigns it appropriately. It identifies vacant, over- and under-budgeted positions. Data collected by this module is automatically made available to Personnel for use in position requisitioning and applicant tracking.

    • 2. Position Control information is transferred to Personnel, which maintains basic historic, biographic, and demographic data. It collects data on current and past employees. Applicants and new hires, benefits and leave administration, labor distributions, EEO/Affirmative Action, and faculty. In turn, Personnel updates Position Control on assignments to budgeted positions.


    Work flow departmental138 l.jpg
    Work Flow - Departmental name followed by an underscore and the column name.

    • 3. Personnel supplies employee assignment, leave, and deduction data to Time Entry and Payroll Processing for use in validating salary information, calculating paychecks, and maintaining pay history data. Payroll collects time sheet information and performs payroll calculation and adjustments. It provides Personnel with monthly, quarterly, and year-to-date employee, job, and deduction totals.

    • 4. Payroll provides Position Control with the data necessary for budget monitoring and maintenance.

    • 5. Payroll and Position Control data is made available to your Finance System.


    Process flow l.jpg

    1 name followed by an underscore and the column name.

    Position

    Biographic/

    3

    2

    Position

    Demographic

    Applicant

    Requisition

    Data

    4

    Employee

    5

    6

    7

    Employee

    Leave

    Job

    History

    Records

    8

    9

    11

    12

    Benefits

    Labor

    Job

    and

    Payroll

    Distribution

    History

    Deductions

    10

    Tim

    Payroll

    Payroll

    Payroll

    Calculation

    Adjustments

    History

    ProcessFlow


    Process flow140 l.jpg
    Process name followed by an underscore and the column name. Flow

    • 1. The position is defined via the Position Control module, which classifies it as active, canceled, or frozen. If appropriate, the position is flagged as over- or under-budgeted.

    • 2. Biographic and demographic data is collected and made available for applicant and employee records. Information on education, employment history, examination results, publications, skills, and certification is added to the applicant's file. Interview results and comments can also be included.

    • 3. Vacancy and recruiting data can be specified in an online requisition and viewed by position or candidate.

    • 4. When an applicant is hired, an employee file is created. The applicant's information is shared by the new file. Leave eligibility is defined, and leave balances and review information are maintained. Biographic and demographic information is updated as necessary.


    Process flow141 l.jpg
    Process name followed by an underscore and the column name. Flow

    • 5. Position and employee information combine to define a job record.

    • 6. The employee's work history is recorded in the Employee History form.

    • 7. Tax rules, life and medical insurance, retirement plan, and other employee benefits are defined and maintained. Associated payroll deductions are established.

    • 8. Leaves are established and leave records are maintained.

    • 9. Employee, job, leave, and deduction information is relayed to Payroll.


    Process flow142 l.jpg
    Process name followed by an underscore and the column name. Flow

    • 10. Payroll's time entry function supports online entry of positive and exception hours. It proofs and validates earnings codes, hours, and special rates, and it generates rosters and time documents. This data is used to calculate gross and net pay. Payroll adjustments (e.g., redistributions, manual checks, one-time deductions, and check cancellations) are made as necessary, and online totals are maintained for fiscal and calendar years for all jobs, deductions, and employees.

    • 11. The job's cost information is assigned to specific labor distributions, which are used to post expenses and liabilities to the general ledger and encumbrance ledgers of the Banner Finance System.

    • 12. The job history is created and maintained. The job history records job-related employee information (e.g., employee class, status, grade, paid and unpaid leaves, deferred pay status, work schedules, and annual salary/wage rate).


    Hr banner system interfaces l.jpg

    HR / Banner System Interfaces name followed by an underscore and the column name.


    Interfaces with banner systems l.jpg
    Interfaces with Banner Systems name followed by an underscore and the column name.

    • Shared Tables

    • Faculty Load

    • Alumni Donor Pledges

    • Finance Module

    • Position Budgeting


    Shared validation tables l.jpg

    STVASRC name followed by an underscore and the column name.

    Address Source

    STVATYP

    Address Type

    STVCITZ

    Citizenship Code

    STVCNTY

    County

    STVDEGC

    Degree

    STVDLEV

    Degree Level

    STVETHN

    Ethnic

    Shared Validation Tables


    Shared validation tables146 l.jpg

    STVINIT name followed by an underscore and the column name.

    Initials

    STVLANG

    Language

    STVLGCY

    Legacy

    STVMAJR

    Major, Minor, etc.

    STVMDEQ

    Medical Equipment

    STVMEDI

    Medical

    STVMRTL

    Marital Status

    Shared Validation Tables

    STVPENT

    Port of Entry


    Shared validation tables147 l.jpg

    STVRELG name followed by an underscore and the column name.

    Religion

    STVRELT

    Relation

    STVRSTS

    Course Registration

    Status

    STVSBGI

    Source/Background

    Institution

    STVSTAT

    State

    STVTELE

    Telephone Type

    Shared Validation Tables

    STVVTYP

    VisaType


    Faculty load data l.jpg
    Faculty Load Data name followed by an underscore and the column name.

    The General information form, PPAGENL, shares faculty history data with SIAFPER, and faculty academic history data with SIAFDEG

    The Employee form, PEAEMPL, shares personnel data with SIAFPER

    Faculty Load Analysis Report – displays salary info from HR

    The HR Faculty Load process, PEPFACL, updates HR with contact hours and FTE from Faculty Load.


    Alumni pledge payments l.jpg
    Alumni Pledge Payments name followed by an underscore and the column name.

    Deductions can be gifts to the institution

    Set up Pledge in Alumni Module

    Use form PEAFDED in HR to activate the deduction, (PDRDEDN generated using information from Alumni)

    During payroll processing, PHPUPDT creates pledge payment records, (GURALMP), to be processed in Alumni


    Finance interface table setup l.jpg
    Finance Interface Table Setup name followed by an underscore and the column name.

    NTRFINI - HR/Finance Setup

    FTVCOAS - Chart of Accounts

    FTVFUND - Fund

    FTVORGN - Organization

    FTVACCT - Account

    FTVPROG - Program


    Slide151 l.jpg

    FTVACTV - Activity name followed by an underscore and the column name.

    FTVLOCN - Location

    FTVSDAT - System Data Validation

    FTVFSYR - Fiscal Year

    FTVOBUD - Budget Identifier

    FTVRUCL - Rule Classes

    Finance Interface Table Setup


    Note finance items to check l.jpg
    Note: Finance Items To Check name followed by an underscore and the column name.

    • NTRFINI - Be sure that all Rule codes and Net Distribution FOAPAL elements are in place

    • PTREARN - Be sure that all Earn codes have Labor Distribution Overrides (optional)

    • PTRBDCA - Be sure that all Deduction codes have Labor Distribution Overrides (mandatory)

    • FTMRUCL - Be sure that all ‘H***’ Rule codes with ‘G026’ Process codes have Payroll Clearing Account in Posting modifier


    Finance interface processes l.jpg
    Finance Interface Processes name followed by an underscore and the column name.

    NBAPOSN and NBAPBUD - build position budgets

    NBPBUDM and NHPFIN1 – run to build budget and encumbrance transactions

    PHPFEXP – run to build payroll expense transactions

    NHPFIN2 - insert transactions into GURFEED


    Key hr processes l.jpg

    Key HR Processes name followed by an underscore and the column name.


    Banner new hire process l.jpg
    Banner New Hire Process name followed by an underscore and the column name.

    PPAIDEN form loads tables….

    • SPRIDEN PIDM, ID, Name…

    • SPRADDR Address

    • SPBPERS Birth Date, SSN, Ethnicity….

    • SPRTELE Telephone

    • SPREMRG Emergency Contact


    Banner new hire process156 l.jpg
    Banner New Hire Process name followed by an underscore and the column name.

    PEAEMPL form loads tables….

    • PEBEMPL Employee Status, Hire Dates, Employee Classification, …

    • PERLEAV Leave Balances

    • PEREHIS Employee History

    • PDRBENE Beneficiary


    Banner new hire process157 l.jpg
    Banner New Hire Process name followed by an underscore and the column name.

    NBAJOBS form loads tables….

    • NBRBJOB Position Number, Job Begin and End Date…

    • NBRJOBS Position Number, Effective Date, Title, Salary….

    • NBREARN Default Earnings Code, Default Hours…

    • PERJHIS Job History


    Banner new hire process158 l.jpg
    Banner New Hire Process name followed by an underscore and the column name.

    PDADEDN form loads tables…

    • PDRBDED Deduction Code (BDCA),Deduction Begin Date and End Date….

    • PDRDEDN Deduction Code (BDCA),Effective Date, Deduction Plan, Deduction Amounts…

    • PERDHIS Deduction History


    Banner new hire process159 l.jpg
    Banner New Hire Process name followed by an underscore and the column name.

    • NEW HIRE QUICK SET UP

      • PEAHIRE

        • Allows you to move through a series of blocks that will load tables behind PPAIDEN, PEAEMPL, and NBAJOBS

        • Initial Set up only

      • PDABDSU

        • Loads the tables behind PDADEDN

        • Initial Set up only


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    Exercise #4 name followed by an underscore and the column name.


    Payroll process l.jpg

    Payroll Process name followed by an underscore and the column name.


    The payroll process key concepts l.jpg
    The Payroll Process name followed by an underscore and the column name. Key Concepts

    • Dispositions

      • Status identifiers

      • Every employee is assigned a disposition at every step of the Payroll process

      • Disposition of 70 indicates successful Payroll cycle completion


    The payroll process key concepts163 l.jpg
    The Payroll Process name followed by an underscore and the column name. Key Concepts

    • Payroll cycle errors:

      • Can be fixed as they appear, or

      • Print the disposition report, continue with the other employees, then return to correct the error record

      • PHIDERR – Form to view payroll errors

      • PHRDERR – Payroll Errors report


    Banner payroll process l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PDPLIFE – Life Insurance Calculations

      • This step is optional and may not be necessary for every payroll

    • PHPTIME - Time Sheet Generation

      • Sets up Payroll tables

      • Initializes disposition at 05 (Awaiting Re-extract), 10 (Awaiting Time Entry), or 20 (Awaiting Proof)


    Banner payroll process165 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHAMTIM – Application form for mass time entry

    • PHPMTIM - If hours are entered on PHAMTIM then then this process must be run to ‘pull’ the hours into the payroll process

      • Updates disposition from 10 to 20


    Banner payroll process166 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHAHOUR- Application form for exception hours entry

      • Updates disposition from 10 to 20

    • PHPPROF - Pay Period Proof Batch Process

      • Validates Payroll entries

      • Updates disposition to 25 (when correct)


    Banner payroll process167 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHPLEAV - Leave Accruals and Taken Process

      • Accrued and taken leaves

      • Updates disposition to 30 (when correct)

    • PHPCALC - Payroll Calculation Report

      • Gross to net Payroll calculation process (COBOL)

      • Updates disposition to 40

    • PHPDIRD – Create Direct Deposit File

      • Does not update disposition


    Banner payroll process168 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHPDOCM - Check/Direct Deposit Amount Calculation

      • Creates document numbers for the Check process to follow

      • Updates disposition to 42

    • PHPCHKL - Check/Direct Deposit Notice Process

      • Check Print process

      • Produces 8 1/2” x 11” check and stub

      • Updates disposition to 43/44, and then 50 (after checks and direct deposit)


    Banner payroll process169 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHPUPDT - Pay Period Update Batch Process

      • Updates Payroll history

      • Updates disposition to 60 after PHPUPDT process


    Banner payroll process170 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • NBPBUDM - Budget Maintenance Process

      • Computes encumbrances and budget amounts

      • Assigns encumbrance numbers

    • NHPFIN1 - Finance Interface Extract

      • Extracts new and changed encumbrances and/or budgets amounts


    Banner payroll process171 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • NHPFIN2 - Finance Interface Report

      • Passes encumbrances and/or budgets amounts to Finance System

      • FURFEED, FGRTRNI, FGRTRNR, FGRACTG


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPFEXP - Expenditures Finance Extract

      • Extracts Payroll Expense Finance Data

      • Updates disposition to 62

    • NHPFIN2 - Finance Interface Report

      • Prints Finance report and interfaces with Finance

      • Updates disposition to 70


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    Banner Payroll Process name followed by an underscore and the column name.

    • End of Payroll Process

    • FURFEED, FGRTRNI, FGRTRNR, FGRACTG

      • Payroll interface to Finance


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPTIME - Time Processing Report

      • Initializes Disposition to 05, 10, or 20

      • References data from the following tables to process the particular Year, Pay ID, and Pay Number combination:

        • PTRCALN - Payroll Calendar Rule Table

        • PTREARN - Earnings Code Rule Table

        • PTRECLD - Earnings Code Labor Dist Rule Table

        • PTRECLS - Employee Class Rule Table

        • PTREERN - Employee Class Earn Code Rule Table

        • PTREHOL - Employee Holidays Rule Table

        • SPRIDEN - Identification/Name Repeating Table


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    Banner Payroll Process name followed by an underscore and the column name.

    • More Tables Referenced by PHPTIME

      • NBREARN - Employee Default Earnings Code Table

      • NBRJLBD - Assignment Labor Dist Repeating Table

      • NBRJOBS - Assignment Repeating Table

      • NBRBJOB - Assignment Repeating Base Table

      • PDRDEDN - Employee Deduction repeating Table

      • PDRBDED - Employee Deduction Repeating Table

      • NBBFISC - Fiscal Year Base Table

      • PEBEMPL - Employee Base Table


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    Banner Payroll Process name followed by an underscore and the column name.

    Tables ‘initialized’ by PHPTIME

    Insert into PHRHIST: Pay History Repeating Table

    Insert into PHRJOBS: Pay History Jobs Repeating Table

    Insert into PHREARN: Pay History Earnings Repeating Table

    Insert into PHRHOUR: Hour Validation Table

    Insert into PHRELBD: Pay History L/D Override Repeating Table

    Insert into PHRDEDN: Pay History Deduction Repeating Table

    Insert into PHRERRL: Pay History Error Log Repeating Table


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    Banner Payroll Process name followed by an underscore and the column name.

    • Run PHRDERR - Payroll Errors Display Report

    • Run PHRDCON - Disposition Control Report

    • Go to PHAHOUR - Online Time Entry Form

    • Correct any errors

    • Check default hours

    • Add exception hours

    • Change Labor Distributions

    • Re-extract, if necessary

    • Run PHPPROF - Pay Period Proof Process


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPPROF

      • Incoming Disposition is 20

      • Outgoing Disposition is 25 (success), 15, or 21 (failure)

      • Tables Processed by PHPPROF

        • Update PHRHIST - Payroll History table

        • Update PHRJOBS - Payroll History Jobs table

        • Update PHRERRL with errors - Pay History Error Log table


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    Banner Payroll Process name followed by an underscore and the column name.

    • Run PHRDERR - Payroll Errors Display Report

    • Run PHRDCON - Disposition Control Report

    • Time Entry

      • PHAHOUR

      • PHATIME

      • Web Time Entry

    • Correct any errors

    • Re-extract if necessary

    • Run PHPLEAV - Leave Accruals/Taken Process


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPLEAV

      • Leave Accruals/Taken Process

      • Incoming Disposition 25

      • Outgoing Disposition 30

      • Tables referenced by PHPLEAV

        • PERLEAV - Leave Balances

        • PTRLEAV - Leave Code Rule Form

        • PTRLVAS - Leave Assignment Rule Form

        • PTRLVAC - Leave Accrual Rule Table

        • PTRLVPR - Leave Priority Code table


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    Banner Payroll Process name followed by an underscore and the column name.

    • Tables processed by PHPLEAV

      • PHRHIST – Update Disposition to 30

      • PHRJOBS – Update Disposition to 30

      • PHREARN – Insert any Dock Pay Records

      • PHRERRL – Insert any Errors/Warnings

      • PHRACCR – Insert leave Accrual Records


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    Banner Payroll Process name followed by an underscore and the column name.

    • Run PHRDERR - Payroll Errors Display Report

    • Run PHRDCON - Disposition Control Report

    • Check any Dock Pay entries

    • Correct any errors

    • Re-extract if necessary

    • Run PHPCALC - Payroll Calculation Process


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPCALC

      • Calculates Gross to Net

      • Calculated Benefit/Deduction Amounts

      • Incoming Disposition 30

      • Outgoing Disposition 40


    Banner payroll process184 l.jpg
    Banner Payroll Process name followed by an underscore and the column name.

    • PHPCALC

      • Updates PHRDEDN - Deduction Calculation Report

        • Calculated Deduction amounts

      • Updates PHREARN - Payroll Earnings Report

        • Calculated Earnings amounts

      • Updates PHRJOBS - Payroll Jobs Report

        • Updates Disposition to 40

      • Updates PHRHIST - Payroll History Report

        • Updates Disposition to 40 and records Gross and Net amounts

      • Updates PHRHOUR - Payroll Time Entry Report

        • With calculated earnings amounts by Data Entry period

      • Updates PHRACCR - Payroll History Accruals Report

        • Accrual amounts (if applicable)


    Slide185 l.jpg

    Go no further until name followed by an underscore and the column name.

    you do a back-up

    of Payroll tables !!!


    Which tables do i back up l.jpg
    Which tables do I back-up ?? name followed by an underscore and the column name.

    PHRHIST: Payroll History table

    PHRJOBS: History Job table

    PHREARN: Payroll Earnings table

    PHRHOUR: Payroll Hours table

    PHRELBD: Payroll Labor Distribution table

    PHRDEDN: Payroll Deduction table

    PHRMTIM: Mass Payroll Time Entry table

    PHRERRL: Pay History Error Log table

    PHRATND: Pay History Attendance table

    PHRFLSA: FLSA Overtime table

    PHRPENS: California Pension Contribution table

    PHRACCR: Leave Accruals (if by employee)

    PHRJACR: Leave Accruals (if by job)


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    Banner Payroll Process name followed by an underscore and the column name.

    • Run PHPDOCM - Check/Direct Deposit Amounts Process

      • Incoming Disposition 40

      • Outgoing Disposition 42

      • Creates Check and Direct Deposit Document Records

      • Checks GXRDIRD - Employee Payroll Direct Deposit Record for direct deposit information


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHRDOCM

      • Updates PHRHIST- Payroll History table

      • Updates PHRJOBS - Jobs History table

      • Inserts Document numbers into PHRDOCM - Disposition Control Report (starting with 1)

      • Inserts records into temporary table PHRTDED - Temporary Payroll Deduction Record


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    Banner Payroll Process name followed by an underscore and the column name.

    • PHPCHKL/PHPCHEK printing process is run twice, once for each document type

      • Once for Checks

      • Once for Direct Deposits

    • Updates disposition to 43 or 44 the first run, depending on which document type is run first

    • Updates disposition to 50 after both document types have been run


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    Banner Payroll Process name followed by an underscore and the column name.

    Now we are ready to update year to date totals and do clean up……


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    Banner Payroll Process name followed by an underscore and the column name.

    • Tables updated by PHPUPDT

      • PERETOT - Insert/update monthly earnings information

      • PERJTOT - Insert/update monthly earnings by position

      • PERDTOT - Insert/update monthly deduction information

      • PEREHIS - Insert when PEBEMPL changes

      • PERLHIS - Insert when Leave balances are updated


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    Banner Payroll Process name followed by an underscore and the column name.

    • More tables updated by PHPUPDT

      • PERPADV - Insert/update with Pay Advance amounts

      • PHRHIST - Updates Disposition to 60

      • PHRJOBS - Updates Disposition to 60

      • PDRBDED - Updates to delete add/replace information

      • PDRDEDN - Updates for bonds purchased

      • PDRFBAL - Updates Flexible Spending information

      • GXRDIRD - Updates for pre-note employees

      • NBRBJOB - Updates with deferred pay balances information

      • PERLEAV - Updates Leave balance amounts


    Banner payroll process feed to finance l.jpg
    Banner Payroll Process name followed by an underscore and the column name. Feed to Finance

    • NBPBUDM - Budget Maintenance Process

      • Computes encumbrances

      • Computes budget amounts

      • Assigns encumbrance numbers


    Banner payroll process feed to finance budgets and encumbrances l.jpg
    Banner Payroll Process name followed by an underscore and the column name. Feed to Finance Budgets and Encumbrances

    • NHPFIN1

      • Extracts data from Payroll and Position Control tables

      • Inserts into NHRFINC and NHRDIST tables

    • NHPFIN2

      • Loads Budget and Encumbrance interface data into GURFEED Finance Interface table

      • Looks to FOBSEQN table to get the next Document Number, and it will start with F


    Finance processes take over l.jpg
    Finance processes take over ... name followed by an underscore and the column name.

    • FURFEED

      • Loads Budget and Encumbrance data into the FGBTRNI table from GURFEED

    • FGRTRNI

      • Loads Budget and Encumbrance data into FGBJVCD and FGBJVCH tables

      • Loads any error records into the FGRTRNR error table

      • Run the FGRTRNR report for errors


    Finance processes take over196 l.jpg
    Finance processes take over ... name followed by an underscore and the column name.

    • FGRACTG

      • Usually set up to run on Sleep/Wake interval

    • All Budget and Encumbrance data from the current Payroll will now be posted to FGBOPAL - the Operating Ledger


    Banner payroll process feed to finance payroll expenses l.jpg
    Banner Payroll Process name followed by an underscore and the column name. Feed to Finance Payroll Expenses

    • PHPFEXP

      • Extracts Actual data from Payroll and Position Control tables

      • Inserts data into NHRFINC and NHRDIST tables

      • Updates Disposition to 62

    • NHPFIN2

      • Loads Actual interface data into GURFEED - the Finance Interface table

      • Looks to FOBSEQN table to get the next Document number, and it will start with F


    Finance processes take over198 l.jpg
    Finance processes take over ... name followed by an underscore and the column name.

    • FURFEED

      • Loads Budget and Encumbrance data into the FGBTRNI table from GURFEED

    • FGRTRNI

      • Loads Budget and Encumbrance data into the FGBJVCD and FGBJVCH tables

      • Loads any error records into the FGRTRNR error table

      • Run the FGRTRNR report for errors


    Finance processes take over199 l.jpg
    Finance processes take over ... name followed by an underscore and the column name.

    • FGRACTG

      • Usually set up to run on Sleep/Wake interval

    • All Actual Payroll data from the current Payroll will now be posted to FGBOPAL - the Operating Ledger


    Slide200 l.jpg

    Exercise #5 name followed by an underscore and the column name.


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