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CLIQ-ing through Banner: Employee Profile

CLIQ-ing through Banner: Employee Profile. presented by Terry Beard and Brad Smith Library and Information Services Institutional Systems. Dickinson College. C.L.I.Q. General Announcements. Please turn off all cell phones/pagers

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CLIQ-ing through Banner: Employee Profile

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  1. CLIQ-ing through Banner: Employee Profile presented by Terry Beard and Brad Smith Library and Information Services Institutional Systems

  2. Dickinson College C.L.I.Q. General Announcements • Please turn off all cell phones/pagers • If you must leave the session early, please do so as discreetly as possible • Please avoid side conversations during the session. • Please feel free to ask questions at any time during the session. • Thank you for your cooperation!

  3. Dickinson College DataTel to Banner – the time was right Disparate systems Banner access not required to deliver secured information to the desktop. Needed a consolidated way to retrieve information for all departments in a flexible yet easy to maintain environment Easy to use C.L.I.Q. Background

  4. Dickinson College ColdFusion framework In house development commencing Spring 2005 ColdFusion Reports MS Access and Oracle databases Interactions with Banner, R+, Nolijweb Secure – SSL / Authentication / Authorization Available via Luminis Portal Adobe Flex 2 Technically speaking… C.L.I.Q.

  5. Dickinson College August 2006 released to Faculty and Staff as Class List & Interactive Queries Due to growth in functionality, rebranded as College Lists & Information Queries Currently has over 40 functions Wide array of users including Faculty, Registrar, Admissions, Mail Room, Development Office Has become a critical application It’s all in a name C.L.I.Q.

  6. Dickinson College Profiles Students Employees Faculty Advisee Lists Class Lists Majors Lists Functionally speaking… C.L.I.Q. • Mail Room • HUB boxes • labels • Development • Report of Gifts • Prospects • Ask Amounts • Admissions • Import • Outreach • Media • Dean’s List • Grad List • Student Updates

  7. Dickinson College C.L.I.Q. PEAEMPL PPAIDEN PPACMNT PEALEAV PEAREVW NBAJOBS PDADEDN PDABENE PDABCOV etc., etc….

  8. Dickinson College Simple and flexible structure Some roles allow a parameter to be passed Role verification applied to ColdFusion templates Administration can be delegated to power users Administration 101 C.L.I.Q. Functions Roles Users

  9. Dickinson College July 2007 released to Human Resources. Wide array of users including HR, Department Heads, Supervisors, Public Safety. Phased roll-out to Campus groups in October, 2007. CLIQing for Human Resources C.L.I.Q.

  10. Dickinson College HR Management HR Staff Payroll Manager Student Payroll Supervisors Directors Senior Management Public Safety Campus Services C.L.I.Q. The Key Roles

  11. Dickinson College Demographics Contact Info Job info Photo Emergency Contacts Job History Performance Job Changes Labor Distribution Human Resource Blocks C.L.I.Q. • Faculty Info • Tenure Data • Leave Time • Benefits • Medical • Retirement • Voluntary • Flex Spending • Dependent Information • Payroll • Leave Time • Tax Information • Miscellaneous • Certifications • Committee Memberships • Comments

  12. Dickinson College Block Matrix C.L.I.Q. Note 1: Do Not Display if Confidential Flag is ‘ON’. Note 2: Do not Display if Phone is coded as an “Unlisted Phone Number” Note 3: Exclude Dependents with Relationship Code that is protected by Privacy Laws

  13. Dickinson College C.L.I.Q. PEAEMPL PPAIDEN PPACMNT PEALEAV PEAREVW NBAJOBS PDADEDN PDABENE PDABCOV etc., etc….

  14. Dickinson College Comprehensive view of an employee’s employment information Includes information that while retrievable from Banner, would require the user to access several screens Look up by Banner ID or user name Can be printed to PDF C.L.I.Q. Employee Profile

  15. Dickinson College Secured by previously defined roles. Salary information further secured by role definitions within ‘blocks’ of data. Respects the ‘Confidential Flag’ in Banner for most roles. (exception: HR and Public Safety) Respects the ‘Unlisted Phone Number Flag’ in Banner for most roles. (same exceptions as above) Respects privacy laws regarding dependents, spouses, and domestic partners for all roles. C.L.I.Q. Employee Profile Security

  16. Dickinson College C.L.I.Q. Employee Profile

  17. Dickinson College C.L.I.Q. CLIQ 2.0 • Complete migration of CLIQ database to Oracle • Enhance user experience • Implement ColdFusion 8 • Add additional administrative functionality • Release in January 2008

  18. Dickinson College C.L.I.Q. Questions and Answers

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