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Session Number: NB-3. Banner Human Resources Faculty Load and Compensation aka FLAC. Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian. California Community Colleges Banner Group • 2012. Course Goal.
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Session Number: NB-3 Banner Human Resources Faculty Load and Compensation aka FLAC Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian California Community Colleges Banner Group • 2012
Course Goal Provide a high level overview of the Faculty Load and Compensation Module and to offer implementation strategies
Agenda • Overview of the FLAC Module Flow • Banner Student Data • Banner HR Data • Self Service Flow & Roles • Implementation Strategies • Questions and Comments January 2, 2020Ellucian.com
Purpose • Automation of Faculty Assignments from Banner Student to Banner HR • Access information through Self Service Components • Provide Faculty Oriented View of Compensation Details and contract information • Accommodates Full Time Salaried View and • Part Time Course-based View • Locking Controls for finalized records • Self Service access for Faculty Member with Acknowledgement option January 2, 2020Ellucian.com
FLAC Benefits • Improve integration between Banner Student & HR • Allows for unique computations for various types of pay • Encourage Open Digital Campus usage with a focus on Banner, Self Service, BDMS, & Workflow • Improve user productivity through automated application of Job Assignments from core faculty assignment data • Information presented to faculty and administrators in an easy to understand format January 2, 2020Ellucian.com
Assumptions • Banner 8.0 • Client must be operational in Banner Student, HR, and Employee Self Service • Security will be provided by Web Tailor Roles and Banner HR Controls January 2, 2020Ellucian.com
Banner HR Employee Information Process rules and system controls Automated Faculty Compensation General Flow Banner Student Faculty Record, Assignments, & Load data Extract Process for Compensation Calculations and View Administrator verifies load, assignments, and completes faculty rates. Administrator and Academic Executive can view faculty course compensation summaries and details January 2, 2020Ellucian.com
Automated Faculty Compensation General Flow Academic executive can revise and/or lock the final compensation record. Job Information Created and is marked as ‘Apply’ Compensation data is applied to Banner HR to NBAJOBS Faculty Member can view and acknowledge compensation details January 2, 2020Ellucian.com
Student Data for FLAC January 2, 2020Ellucian.com
Faculty Data - Banner Student • Faculty/Advisor Information – SIAINST • Must be in ‘Active’ Status for the term • Contract Type Code associated with Faculty Member • Term Based Information from Faculty Assignment – initiated and maintained on SIAASGN and SSASECT January 2, 2020Ellucian.com
Faculty Data - Banner Student • Accommodates date-based and Part of Term courses • Schedule Type associated with each course assignment • Position lookup function added to SIAASGN to validate Position Number • Indicators for Extract and Applied FLAC records January 2, 2020Ellucian.com
Contract Type will determine Salaried View or Course-by-Course View January 2, 2020Ellucian.com
Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty) January 2, 2020Ellucian.com
Assignment Data that will be extracted to Self Service • Utilizes Banner HR called forms for Positions and Job Assignment Lists • Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function January 2, 2020Ellucian.com
SIAASGN – Faculty Instructional and Non-Instructional Assignments • Added Position Number lookup and validation • Utilizes Banner HR called forms for Positions and Job Assignment Lists • Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function January 2, 2020Ellucian.com
Non-Instructional Components for possible compensation. January 2, 2020Ellucian.com
HR Controls for FLAC January 2, 2020Ellucian.com
Banner HR Data Assumptions • Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted • Administrators for FLAC data will require setup in Banner HR to define security access within Self Service • Optional use of Faculty Level on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty January 2, 2020Ellucian.com
Enables or Disables Position Validation on SIAASGN January 2, 2020Ellucian.com
Faculty Compensation Level – PT Faculty Designates Base Level for the Faculty Member January 2, 2020Ellucian.com
Validations, Rules, & Security • Contract Control Rules • Institutional Rules – Instructional and Non-Instructional • Incremental Amount Codes • Security & Web Administrative Access • User Codes Rule – PTRUSER • Organization Access and Roll-up • Web Tailor Role - Administrator January 2, 2020Ellucian.com
(4000 characters of Employment Text) January 2, 2020Ellucian.com
Can establish costing for Course Level (Optional) Can default/override costing at Schedule Level (Optional)
Incremental Compensation can be applied to any Part-Time Contract January 2, 2020Ellucian.com
Security • Establish new user security in Banner HR • PTRUSER – User Code Rules Faculty Compensation Master Organization Control • Faculty Compensation Organization Security Orgn. Security based upon Finance Roll-up Reporting Controls (defines locking controls) Orgn. Security verifies against assigned Position Organization Code Define organizational access with Query or Update Predecessor organizations automatically include subordinates • PSAEMPR – Employer Security • PSAECLS – Employee Class Security
Must have indicator set to be a FLAC Administrator Update or Query = Master User None = Only Organization or No Access January 2, 2020Ellucian.com
Organization Access • ‘Organizational Hierarchy’ • FLAC uses budget organization defined on Positions (NBAPBUD) • Predecessors and subordinates • Set up on FTMORGN or PTVORGN • Example: 001 Office of the President 100 Office of the Provost 110 College of Arts & Sciences 111 Dean of Arts & Sciences • Specified on NSASPSC January 2, 2020Ellucian.com
Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’. January 2, 2020Ellucian.com
Faculty Load and Compensation Roles • Web Administrator access defined within Web Tailor Script to update Web Tailor with new role, tabs and icons • Academic Administrators will utilize Banner HR security • Faculty Member to access via Employee Self Service January 2, 2020Ellucian.com
FLAC Extract Process Extract Process- PEPFLAC • Selects Assigned Faculty Members from Banner Student by Term or Part of Term • Can filter selection based upon ECLS of Position and/or Contract Type of the Faculty member • Can process individual ID’s • Faculty must have Employee Record in Banner HR (non-terminated) • Builds ESS files and computes Faculty Compensation • Extract Report – details Faculty extracted and Errors January 2, 2020Ellucian.com
Employee Self Service January 2, 2020Ellucian.com
Functional Flow Run process to create extract If record is locked, it can be ‘Applied’ Administrator views/updates records Mass Apply Process Faculty Member is Locked when complete Creates or edits employee jobs/assignment January 2, 2020Ellucian.com
Process Flow In Self Service Employee Self Service Menu Filter by Term Then: College Campus Department Employee Summary Search by Employee Organization Summary January 2, 2020Ellucian.com
Faculty in FLAC sees this selection January 2, 2020Ellucian.com
From Banner Student From Banner Position Control
Compensation View Salary Compensation View full-time faculty Course Compensation View part time or adjunct Job Assignment View Job detail January 2, 2020Ellucian.com
Salary Compensation View • Designed for Full-Time, Salary Based Contracts • Ability to display Current Salary within the Position • Ability to review Faculty Load factors extracted from Student • Support multiple contracts types per employee January 2, 2020Ellucian.com
Salary Compensation View (cont.) • Overload payment can be constructed with Load factors • Overload can be associated with Instructional or Non-Instructional activities • Links allow the display of: • The Job Detail information • Workload breakdown • Course Details
Course Information Link Workload Factor Link
Course Compensation View • Calculations on Course Based Contracts • Two-tiered View – Summary and Detail • Ability to assign Increments to course • Ability to view/change Faculty Level for Base Rates • Computes based upon pre-established rules • Links for Course Information, Course Calculation Detail and Job Detail January 2, 2020 Ellucian.com