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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


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Introductions

  • Purpose

    • Instructor introduction

    • Attendee introductions

      • Name and Title

      • Banner Background

      • Oracle Background

      • Banner Responsibilities

      • Expectations for the course


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Performance Objective

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


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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


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Topics

  • Foundations

    • Naming Conventions

    • PIDM and SOBSEQN

    • Job Submission

  • The Data Dictionary


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Topics (cont.)

  • Banner Objects

    • Forms

    • Tables

  • Banner System Overview

  • HR Hierarchy


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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)


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Topics (cont.)

  • Interior

    • Effective Dating

    • Work and Process Flow

  • HR / Banner System Interfaces

    • Finance

    • Alumni

    • Student


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Topics (cont.)

  • Key HR Processes

    • New Hire Process

    • Payroll Process

  • HR Security

    • Employer (EMPR)

    • Organization (ORGN)

    • Employee Class (ECLS)

    • Salary Level


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Topics (cont.)

  • Maintenance

    • Directory Structure

    • Standards

    • Customizing Banner

  • Supporting Your Users

    • Troubleshooting


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Topics (cont.)

  • Conversion

    • Conversion Strategies

    • Conversion Steps

    • Conversion Example

  • SCT Resources and Contact Information


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Foundations


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Foundation Topics

  • Naming Conventions

    • Objects

    • Columns

  • PIDM

  • SOBSEQN

  • Banner General


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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


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Banner ObjectsNaming Convention

  • Objects can be:

    • Tables

    • Views

    • Forms

    • Processes


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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

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


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Banner ObjectsNaming 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

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


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Position 3 - Identifies the type or function of the object.

Banner ObjectsNaming Convention

  • AApplication

  • BBase Table , Batch COBOL Process

  • IInquiry Form

  • PProcess

  • RRule or Repeating Table, Report/Process

  • VValidation Table or Form, View

  • QQuery Form


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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

    IDENIdentification


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Banner ObjectsNaming Convention

  • Another HR Example: PEBEMPL

    PPayroll

    EEmployee

    BBase

    EMPLEmployee


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SPRIDEN

SCommon

PPerson

RRepeating Table

IDENIdentification

GUAIDEN

GGeneral

U Utility

AApplication

IDENIdentification

Other Examples

Banner ObjectsNaming Convention


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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_SSNEX. SPRIDEN_ID

tablename_ecls_code

EX. SPRADDR_STAT_CODE

Relates to STVSTAT_CODE


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Banner ConstraintNaming 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


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Banner IndexNaming 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


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PIDM - What is PIDM?

  • 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


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PIDM (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


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SOBSEQN_MAXSEQNO

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


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SOBSEQN

  • 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


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PIDM and SOBSEQN

  • 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

  • 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


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Job Submission

  • 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


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Exercise #1


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The Data Dictionary


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The Data Dictionary

  • 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?


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The Data Dictionary

  • 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


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The Data Dictionary

  • 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


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The Data Dictionary

  • 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


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The Data Dictionary

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

...


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The Data Dictionary

SQL> SELECT comments

FROM all_tab_comments

WHERE table_name = 'PTRECLS';

COMMENTS

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

Employee Class Rule Table


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The Data Dictionary

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).


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The Data Dictionary

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


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The Data Dictionary

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


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The Data Dictionary

  • 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


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The Data Dictionary

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


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The Data Dictionary

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


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The Data Dictionary

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


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The Data Dictionary

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

  • 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


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Exercise #2


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BANNER Objects

HR Objects


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HR Forms

  • 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


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HR Forms

  • Six Types of HR Forms

    • Menu

    • Application

    • Validation

    • Rules

    • Query

    • Inquiry


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Menu Forms * Will not follow BANNER objects naming convention

HR Forms

  • Lists all related forms

  • Outlines the System

  • Ex. HRSEMPLOYEE

    (Employment Administration Menu)


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Application Forms

HR Forms

  • Enter Data

  • Update Data

  • Query the System

  • Ex. PEAEMPL (Employee Form)


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Validation Forms

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)


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Rule Forms

HR Forms

  • Define use of variables, objects, and application

  • Ex. PTRECLS (Employee Class)


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Query Forms

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

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)


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HR Tables

  • 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.


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HR Tables

  • Three Basic Types of HR Tables

    • Application Tables

      • Base Tables

      • Repeating Tables

      • Temporary Tables

    • Validation Tables

    • Rules Tables


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Application Tables: 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: 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: Temporary Tables

  • Intermediate internal holding area for Banner reports and processes

  • Same naming convention as application tables

  • Example:

    • PHRTDED


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Rules Tables

  • 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

  • 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 ***


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HR Hierarchy


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HR Hierarchy

  • 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 (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 (cont.)

PTRPICT

PTRECLS

NTRPCLS

NBBPOSN….

NBRBJOB….

NBRJLBD….


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HR Hierarchy Pyramid (cont.)

Full Time

Administrative

Level II Accountant

Payroll Accountant

Employee 101

Dept 120, 121


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Banner Overview


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Banner System Overview

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


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The SCT Banner Systems

Accounts

Receivable

Finance

Position

Control

Student

Payroll

General

Alumni

Financial

Aid


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HR Components


Banner hr components bio demographic l.jpg

Banner HR ComponentsBio - 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 ComponentsBio - 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

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 ComponentsBio - 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


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Banner HR ComponentsBio - 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 **


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Banner HR ComponentsBio - Demographic

  • HR Required Fields – SPBPERS

    • SPBPERS_PIDM

    • SPBPERS_SSN

    • SPBPERS_BIRTH_DATE

    • SPBPERS_ETHN_CODE

    • SPBPERS_SEX

    • SPBPERS_CITZ_CODE


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Banner HR ComponentsBio - 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


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Banner HR ComponentsBio - 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


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Banner HR ComponentsBio - 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;


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Banner HR ComponentsEmployment Administration

  • Maintain:

    • Employee’s status

    • Hire date

    • Benefit categories


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Banner HR ComponentsEmployment 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


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Rules Forms

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


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Banner HR ComponentsEmployment Administration

PERREVW

PERREVW_REVT_CODE

PERREVW_REVT_DATE

SPRIDEN

SPRIDEN_PIDM

PEBEMPL

PEBEMPL_PIDM

PERLEAV

(PERJLEV)

PERLEAV_CODE

PEREHIS

PEREHIS_EFFECTIVE_DATE


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Banner HR ComponentsEmployment 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 ComponentsEmployment 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 ComponentsEmployment 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 ComponentsEmployment 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 ComponentsPosition Management

  • Position Management

    • Define positions

    • Maintain position history


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Banner HR ComponentsPosition 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

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 ComponentsPosition 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 ComponentsPosition 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?


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Banner HR ComponentsCompensation Administration

  • Compensation Administration

    • Defaults come from HR hierarchy

    • Maintain

      • Employee’s Title

      • Employee’s Salary

      • Compensation History


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Banner HR ComponentsCompensation 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 ComponentsCompensation 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 ComponentsCompensation 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


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Banner HR ComponentsCompensation 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 ComponentsCompensation 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 ComponentsBenefits and Deductions

  • Benefits/Deductions

    • Eligibility administration

    • Flexible benefits administration

    • COBRA administration


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Banner HR ComponentsBenefits 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 ComponentsBenefits 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

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 ComponentsBenefits 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 ComponentsBenefits 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 ComponentsBenefits 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 ComponentsLeave 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 ComponentsLeave 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 ComponentsLeave by Employee

PEBEMPL

PERLEAV

PHRACCR

PERLHIS


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Banner HR ComponentsLeave 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 ComponentsLeave by Job

PEBEMPL

PERJLEV

PHRJACR

PERJLHS


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Banner HR ComponentsTime 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 ComponentsTime 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 ComponentsApplicant 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 ComponentsApplicant Tracking

SPRIDEN

PABREQU

PABAPPL

PARAPST


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Banner HR ComponentsEmployee Relations

  • Employee Relations

    • Bargaining Unit Membership

    • Bargaining unit relations

    • Seniority Tracking

    • Grievance tracking

  • Application forms

    • PEABARG – Employee/Job Labor Relations

    • PEAGREV – Employee Relations Grievance


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Banner HR ComponentsEmployee Relations

PEBEMPL

PERBARG

PERJBBG

PEBGREV


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Banner HR ComponentsHealth 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 ComponentsElectronic Approvals

  • Electronic Approvals

    • Efficient approval signature process

    • Support the movement towards a paperless office


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Banner HR ComponentsElectronic Approvals

  • Application Forms

    • NTRROUT – Routing rule form

    • NOAEPAF – Personnel actions form

  • Driving Table - NOBTRAN

  • Process

    • NOPEAMA – Mass Apply Process


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Interior


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Interior

  • Effective Dating

  • Work Flow

  • Process Flow


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Effective Dating

  • Maintains history

  • Allows for future dated personnel actions


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Effective Dating

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


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    Effective Dating

    • 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


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    Effective Dating

    • 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


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    Effective Dating

    • 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


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    NBREARN

    NBRJLBD

    NBRJOBS

    NBRPTOT

    PDRDEDN

    PERDHIS

    PEREHIS

    Some HR Tables with Effective Dating Logic

    Effective Dating


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    Exercise #3


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    1

    2

    Position Control

    Personnel

    and Budgeting

    5

    Finance

    3

    System

    4

    Time Entry and

    Payroll

    Processing

    Work Flow - Departmental


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    Work Flow - Departmental

    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.


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    Work Flow - Departmental

    • 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.


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    1

    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


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    ProcessFlow

    • 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.


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    ProcessFlow

    • 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.


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    ProcessFlow

    • 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).


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    HR / Banner System Interfaces


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    Interfaces with Banner Systems

    • Shared Tables

    • Faculty Load

    • Alumni Donor Pledges

    • Finance Module

    • Position Budgeting


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    STVASRC

    Address Source

    STVATYP

    Address Type

    STVCITZ

    Citizenship Code

    STVCNTY

    County

    STVDEGC

    Degree

    STVDLEV

    Degree Level

    STVETHN

    Ethnic

    Shared Validation Tables


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    STVINIT

    Initials

    STVLANG

    Language

    STVLGCY

    Legacy

    STVMAJR

    Major, Minor, etc.

    STVMDEQ

    Medical Equipment

    STVMEDI

    Medical

    STVMRTL

    Marital Status

    Shared Validation Tables

    STVPENT

    Port of Entry


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    STVRELG

    Religion

    STVRELT

    Relation

    STVRSTS

    Course Registration

    Status

    STVSBGI

    Source/Background

    Institution

    STVSTAT

    State

    STVTELE

    Telephone Type

    Shared Validation Tables

    STVVTYP

    VisaType


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    Faculty Load Data

    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.


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    Alumni Pledge Payments

    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


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    Finance Interface Table Setup

    NTRFINI - HR/Finance Setup

    FTVCOAS - Chart of Accounts

    FTVFUND - Fund

    FTVORGN - Organization

    FTVACCT - Account

    FTVPROG - Program


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    FTVACTV - Activity

    FTVLOCN - Location

    FTVSDAT - System Data Validation

    FTVFSYR - Fiscal Year

    FTVOBUD - Budget Identifier

    FTVRUCL - Rule Classes

    Finance Interface Table Setup


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    Note: Finance Items To Check

    • 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


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    Finance Interface Processes

    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


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    Key HR Processes


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    Banner New Hire Process

    PPAIDEN form loads tables….

    • SPRIDEN PIDM, ID, Name…

    • SPRADDRAddress

    • SPBPERSBirth Date, SSN, Ethnicity….

    • SPRTELETelephone

    • SPREMRGEmergency Contact


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    Banner New Hire Process

    PEAEMPL form loads tables….

    • PEBEMPLEmployee Status, Hire Dates, Employee Classification, …

    • PERLEAV Leave Balances

    • PEREHISEmployee History

    • PDRBENEBeneficiary


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    Banner New Hire Process

    NBAJOBS form loads tables….

    • NBRBJOBPosition Number, Job Begin and End Date…

    • NBRJOBSPosition Number, Effective Date, Title, Salary….

    • NBREARNDefault Earnings Code, Default Hours…

    • PERJHISJob History


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    Banner New Hire Process

    PDADEDN form loads tables…

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

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

    • PERDHISDeduction History


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    Banner New Hire Process

    • 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


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    Payroll Process


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    The Payroll Process 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


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    The Payroll Process 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


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    Banner Payroll Process

    • 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)


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    Banner Payroll Process

    • 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


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    Banner Payroll Process

    • 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)


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    Banner Payroll Process

    • 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


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    Banner Payroll Process

    • 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)


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    Banner Payroll Process

    • PHPUPDT - Pay Period Update Batch Process

      • Updates Payroll history

      • Updates disposition to 60 after PHPUPDT process


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    Banner Payroll Process

    • 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


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    Banner Payroll Process

    • NHPFIN2 - Finance Interface Report

      • Passes encumbrances and/or budgets amounts to Finance System

      • FURFEED, FGRTRNI, FGRTRNR, FGRACTG


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    Banner Payroll Process

    • 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

    • End of Payroll Process

    • FURFEED, FGRTRNI, FGRTRNR, FGRACTG

      • Payroll interface to Finance


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    Banner Payroll Process

    • 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

    • 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

    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

    • 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

    • 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

    • 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

    • 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

    • 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

    • 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

    • PHPCALC

      • Calculates Gross to Net

      • Calculated Benefit/Deduction Amounts

      • Incoming Disposition 30

      • Outgoing Disposition 40


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    Banner Payroll Process

    • 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)


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    Go no further until

    you do a back-up

    of Payroll tables !!!


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    Which tables do I back-up ??

    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

    • 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

    • 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

    • 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

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


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    Banner Payroll Process

    • 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

    • 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


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    Banner Payroll ProcessFeed to Finance

    • NBPBUDM - Budget Maintenance Process

      • Computes encumbrances

      • Computes budget amounts

      • Assigns encumbrance numbers


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    Banner Payroll ProcessFeed 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


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    Finance processes take over ...

    • 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


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    Finance processes take over ...

    • 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


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    Banner Payroll ProcessFeed 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


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    Finance processes take over ...

    • 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


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    Finance processes take over ...

    • 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


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    Exercise #5


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