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Banner HR Upgrade

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

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Banner HR Upgrade

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  1. Banner HR Upgrade

  2. Agenda • Faculty Load and Compensation module • Multiple Year Encumbering • Combined Benefits Limits • Support for Internationalization • Multiple Race and Ethnicity entry in EPAFs • Multiple Job processing in a Single EPAF

  3. Agenda • FMLA Enhancement • Form Changes • Banner General related enhancements • Request for Product Enhancements (RPEs) • >300 enhancements and/or problem resolutions • Testing and Upgrade planning

  4. Faculty Load and Compensation Module • Automate faculty assignment data from Banner student to Banner HR • Access information through Self Service • Provide faculty oriented view of compensation details and contract information

  5. New Business Process Flow

  6. New Business Process Flow

  7. Multiple-Year Encumbering • Areas affected • Encumbering • Effort Certification • Labor Redistribution • Changes covered over two consecutive releases 8.0 and 8.1

  8. Multiple-Year Encumbering • 8.0 release extends the encumbering functionality for multiple years • The process provides a more effective method to track labor and fringe encumbrances associated with grant • Recommend implementing at the end of a Fiscal Year

  9. Combined Benefit Limits • Satisfies RPEs: CMS-RPE32584 and 1-LXAVB • Track employee • Annual contribution limit-tracks a total for deductions and benefits • Annual compensation limit-tracks a cap limit for applicable gross associated with a benefit • Catch-up contributions • 15-year rule plan

  10. Combined Benefit Limits • New and updated forms • PTRBDCL – Benefit/Deduction Combined Limit Rule Form • PTRBDCA – Benefit/Deduction Rule Form • PDADEDN – Emp Benefit/Deduction Form • PTRBDMC – Benefit/Deduction Mass Change Rules Form • PEIDHIS – Emp Deduction History Form • Additional block to include new limit rules

  11. Modified payroll/benefit processes • Pay Period Proof Process (PHPPROF) • Linked retirement deductions are using same combined limit code • Verify associated deductions have same combined limit rule code • Payroll Calculation Process (PHPCALC) • Three new calculation rules: • 16 – Flat amount by employee with employer share • 28 – Percent of gross by employee with employer share • 29 – Percent of gross (each plan) with combined limits – employer match

  12. Modified payroll/benefit processes • Pay Period Proof Process (PHPPROF) • Enforce new combined maximum limits • Benefit Deduction Mass Change Process (PTRBDMC) • Insert of update Combined Limit Code in PDRDEDN

  13. Internationalization Changes • Unicode – UTF-8 • Additional IDs – assign ID type (GTVADID) • Added to Banner identification forms • New tab on PPAIDEN – Additional Identification • Enhanced Fields • Expanded fields for Name, address, telephone number, E-mail address, and SSN • New fields – House numbers, telephone country code, and surname prefix

  14. Multiple Race & Ethnicity entry in EPAFs • Forms updated to include the multiple race entries • NTRAUSG • NOAEPAF

  15. Multiple Job Processing in a Single EPAF • Users will be able to perform the following types of actions within a single EPAF transaction: • Change appt (change FTE) • Convert temp positions to permanent, or vice-versa • Reassign to another position • Funding change with a different position number (new job) • Employee type change • Lateral transfer • Promotion • Hire/Terminate for a short-term appointment

  16. FMLA Enhancements • Expansion for capturing FMLA Time for the care of Military Service Members • Ability to comply with the new Federal Regulation H.R. 4986, which allows for the extension of up to 26 weeks of FMLA for care of Military Service Members. • Address the deficiencies of recording and displaying balances for FMLA information associated with the ‘Qualifying Event’ and ‘Rolling Backwards’ method. • Additional FMLA Year types to comply with Federal regulations • Employee Service Date Year • Institution Specified Year

  17. FMLA Enhancements • Incorporated existing Banner data to provide user information for employee qualification for FMLA • Calculation of prior 12 months work hours • Primary Employee Class • Reformatted Comments area to record user and activity date • FMLA Event History – New record to record data changes • Ability to import FMLA usage from payroll to the FMLA Leave Tracking Area

  18. Form Changes • Newly Tabbed Forms • Position Description Form (PAAPDES) • Position Requirements Form (PAAPREQ) • Position Definition Form (NBAPOSN) • Employee FMLA Information Form (PEAFMLA) • Employee Class Rules Form (PTRECLS) • Benefit Category Rules Form (PTRBCAT) • Installation Rules Form (PTRINST) • Fringe Chargeback Rules Form (NTRFBLD)

  19. Banner General Enhancements related to HR • Supplemental Data Engine (SDE) • A simple way to add data fields to Banner forms • Allows you to store data that is not part of the existing Banner data model • No customization of Banner forms or tables is needed to capture and use additional data with SDE • Possible uses • Add comments for miscellaneous notes • Add data translated into different languages • Add date field or new field for additional info

  20. Banner General Enhancements related to HR • Limitations • SDE is tied to forms indirectly, data is stored in a separate table • Not all tables, blocks, and forms work with SDE • SDE and VPD (Virtual Private Database) in multi-Enterprise Processing is not supported • Masking is not supported • Must request your DBA to turn-on

  21. Banner General Enhancements related to HR • Partial Data Masking • Banner 7.0 • Full content masking • Partial number and date field masking • Banner 8.0 • Partial character field masking

  22. Request for Product Enhancements (RPEs) • NBPENCM (CMS-RPE3882 & CMS-RPE38587) • Issue: Errors which occur during the Budget Maintenance • Process (NBPBUDM) need to be identified or reported in a visible manner. • Issue: If a user is in the Job Labor forms when the Budget • Maintenance Process (NBPBUDM) is running, the process will end in the middle without aborting. • Resolved with the Encumbrance Maintenance Process • (NBPENCM) in Position Control 8.0.

  23. Request for Product Enhancements (RPEs) • PHPCHEK/PHPCHKL (RPE 1-2XDLN9 & CMS-RPE32291) • Issue: Processes were not in compliance with Check 21 guidelines for printing numerical amounts. • Issue: Processes where the SSN/SIN may be printed should have a parameter allowing for control of SSN/SIN display. • Resolved in 8.0 release of PHPCHEK and PHPCHKL

  24. Request for Product Enhancements (RPEs) • PHPMTIM (RPE 1-1W3OPV) • Issue: The Mass Time Entry Process (PHPMTIM) was automatically overwriting all earnings in pay history. • Resolved in 8.0 release of PHPMTIM

  25. Request for Product Enhancements (RPEs) • PDABDSU (CMS-RPE 4756) • Issue: The Begin Date in the Key block would default to the System Date initially. This could result in deductions being added for an employee with the incorrect date. • Resolved in 8.0 release of PDABDSU

  26. HR Banner Upgrade Project Planning • Group(s) have been meeting since April • Identify processes, forms, interfaces, etc., to be tested • Develop test plans and prioritize testing order • Develop testing timeline • Develop communication plan • Involve functional areas to solicit input (HRBUG)

  27. HR Banner Upgrade Project Planning • Technical Aspect • Develop testing database to ease future upgrade testing preparation • Develop testing scripts utilizing IS Trainers to retain documentation • Collaboration with NEOUCOM

  28. HR Banner Upgrade Testing Priorities

  29. HR Banner Upgrade Testing Timeline

  30. HR Banner Upgrade Testing Timeline

  31. HR Banner Upgrade Website

  32. Testing Plan • Testing lab in ASB to be shared with all areas • Testing will be done formally with test scripts, test cases, logging issues, etc. • Testing schedule will be posted to the Upgrade website, as well as, scheduled via Outlook • Imperative that users dedicate themselves to attending their assigned testing session

  33. Questions & Answers

  34. Thank you

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