Human Resources & Payroll Banner Implementation Work Team Orientation

1. Human Resources & Payroll Banner ImplementationWork Team Orientation

2. Presenter Introductions • Duane Arruti • Josie Abeyta • Joyce McCarthy • Jessica McKenna • John Ortiz • LaVern Rodriguez • Antoinette Willis

3. BannerHuman Resources & Payroll “The Next Step in our ERP”So…..What is an ERP? “

4. QuizDoes ERP stand for… a) Earth Revolutionary Processb) Enraging Random Peoplec) Enterprise Resource Planningd) Expecting Ridiculous Progresse) All of the Above

5. AnswerERP Stands for… c) Enterprise Resource Planning Enterprise Resource Planning systems (ERPs) integrate (or attempt to integrate) all data and processes of an organization into a unified system. Wikipedia Definition It’s not just about the technology…it is about better communication and sharing of information across the institution. The system gives us the tools…people make it happen!

6. Today’s Presentation will: • Briefly review points from the HR/Payroll Banner Implementation • Provide an overview of the Project Timeline and update you on the status of the project • Give you a sneak peek at some of the planned features of Banner HR/Payroll • Introduce the most important part of this implementation – YOU!

7. HR/Payroll Project Objectives A sample of the Project objectives includes: • Client centered administrative environment • User autonomy through web-based, state of the art, self-service software product • Improved quality of employee experience • Support Data driven planning & decision making • Conduct administrative business more uniformly, efficiently & effectively

8. Where do we fit in with the ERP?

9. A closer look at Human Resources…

10. A closer look at Payroll…

11. How do we get it all done?

12. Project Scope The following features are system required for go live: -- -Biographic and Demographic Information -Employment Administration -Benefits/Deductions Administration -Position Management -Time Entry and Payroll Processing -Compensation Administration The following features are not system required: • -Applicant Tracking * -Employee Relations Administration • -Health and Safety Administration • -Personnel Services Budgeting • -Payroll History * -Electronic Approvals * -Faculty Administration * -Employee Self-Service • -Web Time Entry * Currently Planned for UNM’s Go-Live

13. HR/Payroll Project Definition Document states: “Amajor goalof the Project is to take into account the stakeholder perspective and to align the systems to focus on organizational needs and business process needs rather than on back-office operations.”

14. Remember….We are building the foundation.All will not be perfect on Day 1.The work continues after go-live!

15. Banner HR/Payroll - Part of the ERP • Function of Banner HR/Payroll is to capture all information about employees and their conditions of employment • Basis for an employee to be paid accurately • Database of record for all reports

16. Banner HR/Payroll • Captures the essence of an “integrated system” • A person has one identity in Banner with their different relationships to UNM all tied to that identity … A student to a student employee to a staff member to a faculty to a retiree…. All tied to a single person record

17. Banner HR/Payroll Some of the challenges of building HR/Payroll: • All types of employment must share the same forms and fields • Data definitions must be agreed upon and used or the integrity of the data is compromised Examples: defining what a is a “rehire” or a “new hire”; defining specific dates • Requires HR, Payroll, Finance and all the Employment Data Centers to work much more collaboratively than we ever have

18. Banner HR/Payroll Some of the challenges of building HR/Payroll: • Incorporate the stand alone systems around campus • Charged with implementing “Vanilla” Banner Bad News - Requires us to question our current business practices Good News – Requires us to question our current business practices • Banner is a “tool” not a manager – Managing expectations

19. HR/Payroll Value Added • Data & Reportswill be more accessible to core offices and end users with a focus on consistency & accuracy • Employeeswill be able to manage their own personal information instead of having to call HR or Payroll • Increasesharing of data such as “I-9’s” and demographic information • Improvecollaboration through the development of teams with an enterprise-wide perspective

20. A closer look at HR/Payroll…

21. The Banner HR/Payroll Pyramid Pay ID Employee Class Position Class Position Jobs Labor Distribution

22. Pay ID Pay ID Employee Class • Pay ID controls when employees in an e-class will be paid • Monthly-MN • Bi weekly-BW • Semimonthly-SM Position Class Position Jobs Labor Distribution

23. Employee Class Employee class rule form associates the e-class with earning codes, leave categories and benefit categories • Similar to Job Group in HRS • Change from 11 to 22 Pay ID Employee Class Position Class Position Jobs Labor Distribution

24. Employee class is a key component of the Payroll system Up to 50 characteristics used per e-class • Leave category • Benefit category • Default hours per day/month • Pay ID code • FLSA status (exempt / non-exempt) • Premium pay (yes / no) • Time sheet entry method • EEO class • Earnings codes Pay ID Employee Class Position Class Position Jobs Labor Distribution

25. E-CLASS Cross-walk

26. Position Class • Position class is used for compensation analysis • HR tool for tracking and reporting positions • Similar to Job Class in HRS Pay ID Employee Class Position Class Position Jobs Labor Distribution

27. Position • The position is the budgeted entity assigned to a particular department • A position has a classification budget, FTE, and department • May be single positions • May be pooled positions Pay ID Employee Class Position Class Position Jobs Labor Distribution

28. Jobs • Set-up specific pay & benefit aspects • Contains the following: • Probationary Period • Next Raise Date • Job Type • Pay Table (pay rate) • Payroll cycle • Labor Distribution • Similar to Assignment in HRS Pay ID Employee Class Position Class Position Jobs Labor Distribution

29. Labor Distribution • Defaults from the position • Must equal 100% Pay ID Employee Class Position Class Position Jobs Labor Distribution

30. HRS SCREEN 12 – EMPLOYEE HIRE DATE

32. HRS L16 - Assignment

34. Banner Naming Convention PPAIDEN(Payroll General Person Identification) Positions 4 thru 7- Unique identifier the object. (IDEN = Identification) Position 3- Type of object (A = Application) Position 2- Application module owning the object. (P = General Person) Position 1- Primary application owning the object (P = Payroll)

35. PEAEMPL: Employee Record Form

36. PDABDSU: Employee Benefit / Deduction Setup Form • Benefits and deductions that are associated with an employee’s job are profiled here • Voluntary participation in benefit programs • Applicable taxes are selected here

37. PDADEDN: Detailed Benefits Deductions Form • Each deduction or benefit can have options associated with it here • A deduction or benefit can be active or inactive – an active date can be associated with any change made here

38. BREAK