SCT Banner HR Technical Training
Introductions Purpose N
I
Instructor introduction I
Attendee introductions N
Name and Title N
Banner Background N
Oracle Background N
Banner Responsibilities N
Expectations for the course
2
Performance Objective
N
To prepare the technical staff to support HR in the implementation and the operations of the Banner Human Resources product
3
SCT Banner Human Resources Technical Training 1
Task Objectives
Identify Banner Human Resources forms and tables I
I
Query the Banner HR tables I
Follow key HR processes Identify and read reports, processes, procedures and scripts in Banner Human Resources I
4
Topics Foundations N
I I I
Naming Conventions PIDM Multiple PIDM prevention
N
The Data Dictionary N
Entity Relationship Diagrams (ERDs)
5
Topics (cont.) N
Banner HR Objects I
Form Types I
Table Types
N
Banner System Overview N
HR Hierarchy
6
SCT Banner Human Resources Technical Training 2
Topics (cont.) HR Components N
I
Biographic/Demographic Information I
Employment Administration I
Position Management I
Compensation Administration I
Benefit/Deductions Administration
7
Topics (cont.) HR Components N
I
Time Entry and Payroll Processing I
Applicant Tracking I
Employee Relations Administration I
Health and Safety Administration I
Electronic Approvals (EPAF)
8
Topics (cont.) Interior N
N
I
Effective Dating I
Human Resources APIs
HR / Banner System Interfaces I
Finance I
Alumni I
Student
9
SCT Banner Human Resources Technical Training 3
Topics (cont.) Key HR Processes N
I
New Hire Process I
Payroll Process
HR Security N
I
Employer (EMPR) I
Organization (ORGN) I
Employee Class (ECLS) I
Salary Level
10
Topics (cont.) Maintenance N
I
Directory Structure I
Standards I
Customizing Banner
Supporting Your Users N
I
Troubleshooting
11
Topics (cont.)
Conversion N
N
I
Conversion Strategies I
Conversion Steps I
Conversion Example
SCT Resources and Contact Information
12
SCT Banner Human Resources Technical Training 4
Foundations
Foundation Topics Naming Conventions N
I
Objects I
Columns I
Constraints and Indexes
N
PIDM N
Banner General
14
Banner Objects Naming Convention All Banner objects adhere to a sevencharacter naming convention for their objects N
N
Characters identify a particular quality or attribute of the object
15
SCT Banner Human Resources Technical Training 5
Banner Objects Naming Convention Objects can be: N
I
Tables I
Views I
Forms I
Processes
16
Banner Objects Naming Convention Position 1 - Identifies the primary system owning the form, report, process, or table.
The primary system corresponds to a Banner product N
N
Each product has its own schema in the ORACLE database
17
Product Owners N
General N
GENERAL
N
General Person N
SATURN
N
Finance N
FIMSMGR
N
Accounts Receivable N
TAISMGR
N
Position Control N
POSNCTL
N
Payroll N
PAYROLL
N
Student N
SATURN
N
Financial Aid N
FAISMGR
N
Alumni N
ALUMNI
N
Security N
BANSECR
18
SCT Banner Human Resources Technical Training 6
Banner Objects Naming Convention I
A Alumni/Development N
R Financial Aid
I
F Finance N
S Student/Common
I
G General N
T Accounts Receivable
H New Products (Web) N
I
V Voice Response W,X, and Z Client Developed
I
N Position Control N
I
P HR/Payroll/Personnel
19
Banner Objects Naming Convention Position 2 - Identifies the component owning the form, report, process, or table. If Position 1 is P or N: I
A
Applicant I
P
General Person
I
B
Budget I
T
Table (Validation or Rule)
I
C
COBRA I
R
Electronic Approvals
I
D
Benefits/Deductions I
U
Utility
I
E
Employee I
X
Tax Administration
I
H
Time Reporting /History I
W,Y, Z Client-developed forms
I
O
Overall
20
Banner Objects Naming Convention Position 3 - Identifies the type or function of the object. I
A Application I
B Base Table , Batch COBOL Process I
I I
P Process I
R Rule or Repeating Table, Report/Process I
V Validation Table or Form, View I
Q Query Form
Inquiry Form
21
SCT Banner Human Resources Technical Training 7
Banner Objects Naming Convention Positions 4,5,6 &, 7 - A descriptive four-character name for the object
HR Form Example: PPAIDEN N
I
P
Payroll
I
P
Person
I
A
Application Form
I
IDEN
Identification
22
Banner Objects Naming Convention
N
HR Table Example: PEBEMPL I
P
Payroll
I
E
Employee
I
B
Base
I
EMPL Employee
23
Banner Objects Naming Convention Examples from Other products N
SPRIDEN N
GUAIDEN
I
S
Common I
G
I
P
Person I
U
General Utility
I
R
Repeating Table I
A
Application
I
IDEN
Identification I
IDEN
Identification
24
SCT Banner Human Resources Technical Training 8
Banner Column Naming Convention N
Tables column names start with the seven-character table name followed by an underscore and the column name
EXAMPLES: tablename_pidm EX. SPBPERS_SSN
EX. SPRIDEN_ID
25
PIDM - What is PIDM? Banner products store people-related records in the database using an internal Key field called a PIDM N
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 N
N
Person Identification Master N
Data type: number
26
PIDM (cont.) SPRIDEN and all other person related tables are linked together by PIDM N
N
An Oracle Sequenced Object is used to generate one-up numbers for PIDM creation. gp_common API (Application Program Interface) I
f_generate_pidm (Function call to the Oracle Sequence) I
I
pidm_sequence (Oracle Sequence)
27
SCT Banner Human Resources Technical Training 9
Generated IDs IDs – Manual, Generated, Previous N
Manual IDs entered by Users N
Generated IDs use Oracle sequence I
f_generate_id I
id_sequence I
Prefix for Generated stored in SOBSEQN
Previous IDs migrated or entered by Users N
spriden_change_ind = ‘N’ or ‘I’ I
28
Generated IDs Example: N
I
select gb_common.f_generate_id() from dual; I
select id_sequence.nextval from dual;
A00000001 = Generated ID I
29
Multiple PIDM prevention Definition: N
A single entity (person or non-person) is assigned two or more internal identification records in SCT Banner (PIDMs) I
I
N
A single entity is now treated as multiple entities
Since multiple names and IDs can be associated with a single PIDM in SCT Banner, each entity should have one and only one PIDM
30
SCT Banner Human Resources Technical Training 10
Multiple PIDM prevention Helps prevent the accidental creation of multiple PIDMs N
Rule-driven process to determine whether an entity (person or non-person) is truly new N
N
Centralized algorithm N
Unlimited rules can be created Matching can be turned on and off system-wide (GUAINST) or per user N
Defaults can be set for users N
31
Multiple PIDM prevention When a user attempts to generate a new ID, they are taken automatically to the GOAMTCH form where they enter critical data N
The Common Matching process searches the database according to the source rule used to determine if the Person/Non-Person already is in the database N
The user can then review the results and select the ID, update an existing ID or create a new ID for the entity N
Common Matching is used in batch data load processes and online forms that are used to create new person or non-person records (e.g., PPAIDEN) N
32
Multiple PIDM prevention Can have separate rules for online vs. batch processing N
N
Can use matching process for either persons or non-persons
33
SCT Banner Human Resources Technical Training 11
Multiple PIDM prevention HR Forms that Use Common Matching N
I
PPAIDEN – Payroll Identification I
PEAHIRE – Quick Hire I
PEA1PAY – One Time Payments
34
Multiple PIDM prevention Common Matching Forms are located in the System Functions / Administration Menu under the General Menu N
35
Multiple PIDM prevention N
Further information on Common Matching I
Release Guides I
User Manuals I
Virtual Class I
Common Matching Handbook
36
SCT Banner Human Resources Technical Training 12
Exercise #1
37
The Data Dictionary and Entity Relationship Diagrams
The Data Dictionary N
N
N
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?
39
SCT Banner Human Resources Technical Training 13
The Data Dictionary A read-only reference of tables and views about the database N
Stores information about both the logical and physical structure of the database* N
* Oracle 9i Server Concepts
40
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 N
N
N
41
The Data Dictionary N
ALL_TABLES
N
ALL_TAB_COMMENTS
N
ALL_TAB_COLUMNS
N
ALL_COL_COMMENTS
Table names and physical structure of the table I
Comments on tables – Short Description of the table I
Lists of columns of all tables I
I
Comments on columns of accessible tables
42
SCT Banner Human Resources Technical Training 14
The Data Dictionary 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 ...
43
The Data Dictionary SELECT comments FROM all_tab_comments WHERE table_name = 'PTRECLS'; COMMENTS --------------------------------Employee Class Rule Table
44
The Data Dictionary 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).
45
SCT Banner Human Resources Technical Training 15
The Data Dictionary SELECT FROM WHERE AND
column_name all_tab_columns owner = 'PAYROLL' 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 46
The Data Dictionary 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 47
The Data Dictionary ALL_INDEXES – N
descriptions of indexes
ALL_IND_COLUMNS – N
lists the columns that make up an index
ALL_CONSTRAINTS – N
descriptions of constraints N
ALL_CONS_COLUMNS – lists the columns that make up a constraint
48
SCT Banner Human Resources Technical Training 16
The Data Dictionary SELECT FROM WHERE AND
constraint_name,status all_constraints table_name = 'PTREARN' constraint_name not like 'SYS%‘
CONSTRAINT_NAME -----------------------------PK_PTREARN FK1_PTREARN_INV_PTV1099_CODE FK1_PTREARN_INV_PTVERGR_KEY
STATUS ------ENABLED ENABLED ENABLED
49
The Data Dictionary Primary key constraints are named as follows: N
PK_tablename N
Ex. PK_PTREARN N
Foreign key constraints are named as follows: N
N
FKn_tablename_INV_primarytablename_CODE (or KEY) N
Ex. FK1_PTREARN_INV_PTV1099_CODE
50
The Data Dictionary SELECT FROM WHERE AND ORDER BY
constraint_name, column_name all_cons_columns table_name = ‘PTREARN’ constraint_name not like ‘SYS%’ constraint_name, column_name;
FK1_PTREARN_INV_PTV1099_CODE PTREARN_1099_CODE FK1_PTREARN_INV_PTVERGR_KEY PTREARN_ERGR_CODE PK_PTREARN PTREARN_CODE
51
SCT Banner Human Resources Technical Training 17
The Data Dictionary SELECT index_name, uniqueness, status FROM all_indexes WHERE table_name = 'PTREARN';
INDEX_NAME ---------------------------PK_PTREARN PTREARN_KEY2_INDEX
UNIQUENES --------UNIQUE NONUNIQUE
STATUS -------VALID VALID
52
The Data Dictionary Primary index is named as follows: N
PK_Seven-character table name I
Ex. PK_PTREARN N
Each additional index is numbered numerically starting with 2, after key: N
I
Seven-character table name_key2_index
I
Seven-character table name_key3_index, etc
N
Ex. PTREARN_KEY2_INDEX
53
The Data Dictionary SELECT index_name, column_name FROM all_ind_columns WHERE table_name = 'PTREARN’ ORDER BY index_name, column_name; INDEX_NAME ---------------------PK_PTREARN
COLUMN_NAME ------------------------PTREARN_CODE
PTREARN_KEY2_INDEX
PTREARN_BASE_SAL_IND
54
SCT Banner Human Resources Technical Training 18
The Data Dictionary GURPDED Procedure Extracts Data Dictionary information into a printable report Run from GJAPCTL (the Job Submission Form) in the General Product N N
N
Enter parameters: N Table name N Table owner Output = Technical Addendum N To DATABASE N View or Print from GJIREVO I
I
55
The Data Dictionary - ERDs Entity Relationship Diagrams for all modules are available for download from the Action Web N
Log into Action Web (www.sungardsct.com) N
Click on Extended Search (left hand menu) I
Click on Downloads button (menu on top of screen) I
I
Chose Banner Human Resources from the list I
Chose ERD radio button I
Follow download instructions
56
The Data Dictionary - ERDs
ERDs created from the following data: N
N
I
Data Dictionary I
Forms triggers I
Database procedures
Created by Cast (by Enlighten)
57
SCT Banner Human Resources Technical Training 19
Exercise #2
58
BANNER Objects HR Objects
HR Forms Users interact with the Banner database through the use of forms N
Banner forms, like all Banner objects, adhere to the Banner objects naming convention N
N
Banner Human Resources contains six types of forms
60
SCT Banner Human Resources Technical Training 20
HR Forms Six Types of HR Forms N
Menu Application Validation Rules Query Inquiry I I I I I I
61
HR Forms Menu Forms
N
* Will not follow BANNER objects naming convention
Lists all related forms Outlines the System N N
Ex. HRSEMPLOYEE I
(Employment Administration Menu)
62
HR Forms Application Forms N
Enter Data N
Update Data N
Query the System I
Ex. PEAEMPL (Employee Form)
63
SCT Banner Human Resources Technical Training 21
HR Forms Validation Forms Lists all possible values for a given field N
Data entry allowed Table and form names are the same Second and third characters are TV Has code, description, and activity date fields N N N N
Ex. PTVESKL (Employee Skills) I
64
HR Forms Rule Forms Define use of variables, objects, and application N
I
Ex. PTRECLS (Employee Class) I
Ex. PTRBDCA (Benefits and Deductions) I
Ex. NTRPCLS (Position Class)
65
HR Forms Query Forms N
Third character is a Q N
Must be called by another form N
Look-up information only N
Information cannot be changed I
Ex. PTQECLS ( Employee Class Query Form called from Search icon in key block of PTRECLS)
66
SCT Banner Human Resources Technical Training 22
HR Forms Inquiry Forms N
Third character is an I N
Query data and return to another form N
Information cannot be changed N
Form can be accessed from any menu I
Ex. PEIETOT
(Employee Year To Date Totals Form)
I
Ex. PEIDTOT
(Employee Year to Date Deductions Form)
67
HR Tables
Banner data is stored in ORACLE tables N
Banner tables, like all Banner objects, adhere to the Banner objects naming convention N
There are three basic type of HR tables N
68
HR Tables N
Three Basic Types of HR Tables Application Tables I
N
Base Tables N
Repeating Tables N
Temporary Tables
I
Validation Tables I
Rules Tables
69
SCT Banner Human Resources Technical Training 23
Application Tables: Base Tables N
There can be only one occurrence of the logical key N
Ex. PEBEMPL (Employee Base Table) The logical key is PEBEMPL_PIDM One record for each person (employee) I I
Ex. NBBPOSN (Position Base Tale) N
The logical key is NBBPOSN_POSN One record for each position I I
70
Application Tables: Repeating Tables There can be multiple occurrences of the logical key N
Ex. PERLEAV (Leave Balances Repeating Table) N
The logical key is PERLEAV_PIDM Multiple records – each employee has a record for each of their leave types I I
Ex. SPRIDEN (Common Identification Repeating Table) N
The logical key is SPRIDEN_PIDM Multiple records – each person will have at least one current record N spriden_change_ind = null There may multiples for any previous name or id I I
I
71
Application Tables: Temporary Tables Intermediate internal holding area for Banner reports and processes N
Same naming convention as application tables N
N
Example:
N
System Maintained
I
PHRTDED
72
SCT Banner Human Resources Technical Training 24
Rules Tables Key column N
tablename_code I
Ex. PTRECLS_CODE N
Description column N
tablename_desc I
Ex. PTRECLS_SHORT_DESC N
N
Fields with a limited number of enterable values I
tablename_column_name_ind N
Ex. PTRECLS_BUDGET_ROLL_IND
73
Validation Tables N
N
N
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 I
I
I
I
tablename_code tablename_desc tablename_activity_date tablename_empr_code ***
74
HR Hierarchy
SCT Banner Human Resources Technical Training 25
HR Hierarchy Banner HR uses a hierarchy of classes to ease data entry N
By associating an employee with a class or grouping, class information can be automatically entered by the System N
N
These classes and groupings are defined in the rules and validation tables
76
HR Hierarchy Pyramid (cont.) Payroll
Pay Id Employee Class
Leave category, hourly/salary
Position Class
Salary structures, titles Unit of work
Position
Job
Employee in a unit of work
Labor Distribution
Spending source(s)
77
HR Hierarchy Pyramid (cont.) Pay Id Employee Class Position Class
Position
Job
Labor Distribution
PTRPICT PTRECLS NTRPCLS NBBPOSN, NBRPTOT, NBRPLBD NBRBJOB, NBRJOBS... NBRJLBD
78
SCT Banner Human Resources Technical Training 26
HR Hierarchy Pyramid (cont.)
Pay Id Employee Class
Monthly (MN) Administrative (01)
Position Class
Position
Job
Labor Distribution
Level II Accountant (P01293) Payroll Accountant (A00012) Employee (101) & Position (A00012) FOAPAL
79
HR Hierarchy Data defaults down (NOT UP) the pyramid N
Ex. A Labor Distribution Override at the Job level will not change the labor distribution on the position I
N
Data defaults once I
Ex. A Labor Distribution Change on a position will NOT change the labor distribution of employees already assigned to that position.
80
Banner Overview
SCT Banner Human Resources Technical Training 27
Banner System Overview
Where does Banner Human Resources fit into the entire Banner System? N
82
The SCT Banner Systems Accounts Receivable
Student
Alumni
Position Control
Finance
General
Payroll
Financial Aid
83
HR Components
SCT Banner Human Resources Technical Training 28
Banner HR Components Bio - Demographic Biographic/Demographic Information N
Establish a unique identifier for each individual Maintain: I
I
Biographic information Educational background Professional qualifications N N N
Part of the General Module Chapter 9 of Human Resources Using Banner Guide N N
85
Banner HR Components Bio - Demographic Core Application Forms N
PPAIDEN I
N
Establishes a unique identifier PIDM N
Maintains biographic and demographic information
I
PPAGENL
I
GXADIRD
I
GOAINTL
Maintains professional qualifications N
Maintains direct deposit information N
Maintains international data N
86
Banner HR Components Bio - Demographic N
Rules Forms N
Validation Forms I
STVATYP
I
STVCITZ
I
STVETHN
PTRCERT I
Certification Code N
I
Address Type Code N
STVSBGI N
College Codes
Citizen Type Code N
N
Ethnic Code
87
SCT Banner Human Resources Technical Training 29
Banner HR Components Bio - Demographic SPBPERS
SPRTELE
SPRIDEN
SPBPERS_PIDM
SPRTELE_PIDM
SPRIDEN_PIDM
GOBINTL
SPRADDR
GORVISA_PIDM
SPRADDR_PIDM
GXRDIRD
GORVISA
GXRDIRD_PIDM
GORVISA_PIDM
SORMAJR
SORDEGR
SORPCOL
SORMAJR_PIDM
SORDEGR_PIDM
SORPCOL_PIDM
88
Banner HR Components Bio - Demographic HR Required Fields – SPRIDEN N
I
SPRIDEN_PIDM I
SPRIDEN_ID I
SPRIDEN_FIRST_NAME I
SPRIDEN_LAST_NAME I
SPRIDEN_CHANGE_IND N
At least one record with a null N
PPAIDEN maintains
SPRIDEN_ENTITY_IND I
N
= ‘P’ for person (‘C’ for company) N
PPAIDEN maintains
SPRIDEN_ACTIVITY_DATE ** I
89
Banner HR Components Bio - Demographic
N
HR Required Fields – SPBPERS I
SPBPERS_PIDM I
SPBPERS_SSN I
SPBPERS_BIRTH_DATE I
SPBPERS_ETHN_CODE I
SPBPERS_SEX I
SPBPERS_CITZ_CODE
90
SCT Banner Human Resources Technical Training 30
Banner HR Components Bio - Demographic
N
HR Required Fields – SPRADDR N
An employee must have at least one address record I
SPRADDR_PIDM I
SPRADDR_ATYP_CODE I
SPRADDR_SEQ_NO I
SPRADDR_STREET_LINE1 I
SPRADDR_CITY I
SPRADDR_STAT_CODE I
SPRADDR_ZIP
91
Banner HR Components Bio - Demographic Each person will have SPRIDEN record with a SPRIDEN_CHANGE_IND of null N
Other records for the person will have a value in the change_ind indicating the type of change, (N)ame or (I)D I
Each person will have one SPBPERS record N
92
Banner HR Components Employment Administration Maintain: I
I
N
Employee’s status N
Hire dates N
Benefit Category (BCAT) N
Leave Category (LCAT) N
Home Department
Chapter 10 of Human Resources Using Banner Guide
93
SCT Banner Human Resources Technical Training 31
Banner HR Components Employment Administration Core Application Forms N
PEAEMPL I
Establishes employee information, status, benefit and leave categories N
PEAREVW I
Maintain performance review information N
PEALEAV I
View and maintain leave balance records (IF leave by employee method chosen on PTRINST – populated by PEAEMPL) N
94
Banner HR Components Employment Administration
N
Rules Forms N
Validation Forms
PTRLCAT I
I
FTVCOAS
I
FTVORGN
Leave Categories N
Chart of Accounts N
PTRECLS I
Employee Class N
N I
PTRTREA N
Organization Codes
Termination Reason
95
Banner HR Components Employment Administration PERREVW PERREVW_REVT_CODE PERREVW_REVT_DATE
SPRIDEN
PEBEMPL
SPRIDEN_PIDM
PEBEMPL_PIDM
PERLEAV (IF leave by employee) PERLEAV_CODE
PEREHIS PEREHIS_EFFECTIVE_DATE
96
SCT Banner Human Resources Technical Training 32
Banner HR Components Employment Administration N
A row in PEAEMPL defines a person as an employee N
Each employee will have one PEBEMPL record A history of changes made to PEBEMPL through PEAEMPL is stored in PEREHIS N
Must be have required Bio-Demo data first N
Much of the required data for the employee record defaults from the HR Hierarchy (Rules and Validation Tables) N
Other required fields are defaulted by the form PEAEMPL, but most can be overridden N
97
Banner HR Components Employment Administration HR Required Fields – PEBEMPL N
I
PEBEMPL_PIDM I
PEBEMPL_EMPL_STATUS I
PEBEMPL_COAS_CODE_HOME I
PEBEMPL_ORGN_CODE_HOME I
PEBEMPL_COAS_CODE_DIST I
PEBEMPL_ORGN_CODE_DIST I
PEBEMPL_ECLS_CODE I
PEBEMPL_LCAT_CODE
98
Banner HR Components Employment Administration N
HR Required Fields – PEBEMPL (cont.) I
PEBEMPL_BCAT_CODE I
PEBEMPL_FIRST_HIRE_DATE I
PEBEMPL_CURRENT_HIRE_DATE I
PEBEMPL_ADJ_SERVICE_DATE I
PEBEMPL_SENIORITY_DATE I
PEBEMPL_FLSA_IND I
PEBEMPL_INTERNAL_FT_PT_IND
99
SCT Banner Human Resources Technical Training 33
Banner HR Components Position Management
Position Management N
I
Define positions I
Assign positions to budgets I
Assign positions to labor distribution I
Maintain position history
Chapter 15 of Human Resources Using N
Banner Guide
100
Banner HR Components Position Management N
Core Application Forms
NBAPOSN I
Defines all positions within a position classification and fiscal year N
NBAPBUD I
Assign positions to budgets and FOAPAL N
I
NBAFISC N
Maintain current fiscal year
101
Banner HR Components Position Management N
Rules Forms I
NTRPCLS
I
NTRSALA
Validation Forms
Position Class N
Salary rate N
I
N
NTRSGRP N
I
FTVORGN
I
FTVCOAS
Organization N
N
Chart of Accounts
Salary Group
102
SCT Banner Human Resources Technical Training 34
Banner HR Components Position Management NBRPTOT NBRPTOT_POSN NBRPTOT_FISC_CODE NBRPTOT_EFFECTIVE_DATE
NBBFISC NBBFISC_CODE
NBBPOSN NBBPOSN_POSN
NBBFISC_COAS_CODE
NBRPLBD NBRPLBD_PERCENT
103
Banner HR Components Position Management One record in NBBPOSN for each position N
At least one NBRPTOT record for each position/fiscal year combination N
At least one NBRPLBD record for each position/fiscal year combination N
104
Banner HR Components Compensation Administration Compensation Administration N
N
I
Defaults come from HR hierarchy I
Maintain N
Employee’s Title N
Employee’s Salary N
Compensation History
Chapter 11 of Human Resources Using Banner Guide
105
SCT Banner Human Resources Technical Training 35
Banner HR Components Compensation Administration
NBAJOBS N
Defines the job for a particular employee with begin and end dates, title, status, labor distribution, and salary information I
PEIJHIS N
I
Employee Job History Form
PEALEAV N
View and maintain leave balance records (IF leave by job method chosen on PTRINST – populated by NBAJOBS) N
106
Banner HR Components Compensation Administration PEBEMPL
NBBPOSN
PEBEMPL_PIDM
NBBPOSN_POSN
NBRBJOB NBRBJOB_PIDM NBRBJOB_POSN NBRBJOB_SUFF
NBRJLBD
NBREARN
NBRJOBS
NBRJLBD_EFFECTIVE_DATE
NBREARN_EFFECTIVE_DATE
NBRJOBS_EFFECTIVE_DATE
107
Banner HR Components Compensation Administration One record in NBRBJOB for each position/employee combination N
N
At least one record in NBRJOBS for each position/employee combination I
Additional records for subsequent changes to job information N
Example: Salary, Title
108
SCT Banner Human Resources Technical Training 36
Banner HR Components Compensation Administration
At least one NBRJLBD record for each position/fiscal year/employee combination N
I
Defaults from NBRPLBD, but can be overridden
Records in NBREARN is defaulted depending on ECLS set up. It can be overridden N
109
Banner HR Components Compensation Administration The person must have an active employee record to have an active job N
The position must be active N
An employee can have multiple active jobs at any given time N
110
Banner HR Components Benefits and Deductions Benefits/Deductions N
I
I
I
N
Maintain Employee’s benefits and deductions Eligibility administration Maintain Beneficiary/Dependent Information
Chapter 14 of Human Resources Using Banner Guide
111
SCT Banner Human Resources Technical Training 37
Banner HR Components Benefits and Deductions Core Application Forms N
PDADEDN I
Establish/Maintain deductions for benefits, taxes and other withholdings N
I
PDABENE
I
PDABCOV
Beneficiary Form N
N
Beneficiary coverage Form
112
Banner HR Components Benefits and Deductions
N
Rules Forms I
PTRBCAT
I
PTRBDCA
Benefit Category N
N
Benefit/Deduction Code
113
Banner HR Components Benefits and Deductions
PEBEMPL PDRBDED PDRBDED_BDCA_CODE PDRBDED_BEGIN_DATE PDRBDED_END_DATE
PDRDEDN PDRDEDN_EFFECTIVE_DATE PDRDEDN_STATUS PDRDEDN_APT_CODE1 PDRDEDN_AMOUNT1
PDRBENE PDRBCOV
114
SCT Banner Human Resources Technical Training 38
Banner HR Components Benefits and Deductions One record in PDRBDED for each deduction/employee combination N
At least one record in PDRDEDN for each deduction/employee combination N
I
Additional records for subsequent changes to deduction N
Example: Plans, options, amounts….
115
Banner HR Components Benefits and Deductions Must be an active employee to set up deductions N
Eligibility is driven by benefit categories (BCAT) in PTRBCAT N
‘Self’ beneficiary records are created when employee record is created with PEAEMPL N
116
Banner HR Components Leave Administration N
Leave can be tracked by employee or by job N
Chose the method of leave on PTRINST form Different set of leave tables for employee or job tracking N
N
Chapter 10 of Human Resources Using Banner Guide
117
SCT Banner Human Resources Technical Training 39
Banner HR Components Leave Administration Forms N
PEALEAV – View, track, and update balances for each leave code I
I
PEILHIS – View leave balance history I
PHIACCR – View leave accrual history
118
Banner HR Components Leave Administration Leave by Employee I
PEAEMPL – Leave balance records are created for those leave types for which their leave category (LCAT) on PEAEMPL dictates N
I
Leave by Job N
NBAJOBS - Leave balance records are created for those leave types for which their leave category (LCAT) on NBAJOBS dictates
119
Banner HR Components Leave Administration
PEBEMPL OR NBRJOBS
PERLEAV – Leave by Employee PERJLEV – Leave by Job
PERLHIS OR PERJLHS 120
SCT Banner Human Resources Technical Training 40
Banner HR Components Time Entry and Payroll Processing Time Entry N
Collect time sheet information I
Validate earnings codes, hours and special rates to ensure eligibility of earnings type by employee group I
Payroll Processing will be addressed in more detail later N
Chapter 17 of Human Resources Using Banner Guide N
121
Banner HR Components Time Entry Application Forms N
I
PHAHOUR
I
PHATIME
I
PHAMTIM
Online Time Entry N
Time entry with approvals N
Mass time entry N
These forms access and update a variety of PHR% tables N
122
Banner HR Components Time Entry PHAHOUR – Online Time Entry I
Directly updates the PHR% tables when successfully saved N
PHATIME – Time Entry with Approvals I
Requires set up of users and routing queues N
Updates to PHR% tables once transaction successfully completes the routing queue N
I
PHAMTIM – Mass time entry Uses temporary table PHRMTIM N
N
Updates to PHR% tables after successful completion of PHPMTIM process
123
SCT Banner Human Resources Technical Training 41
Banner HR Components Applicant Tracking
Application Tracking N
Create and maintain detailed requisitions for vacant positions Create and maintain applicant records for existing positions A pidm is required in order to be an applicant I
I
I
Application Forms N
PAAAPPL – Applicant Information Form PAAREQU – Requisition Form I
I
Chapter 8 of Human Resources Using Banner Guide N
124
Banner HR Components Applicant Tracking PABREQU
SPRIDEN
PABAPPL
PARAPST
125
Banner HR Components Employee Relations Employee Relations N
I
Bargaining Unit Membership I
Bargaining unit relations I
Seniority Tracking I
Grievance tracking
Application forms N
N
I
PEABARG – Employee/Job Labor Relations I
PEAGREV – Employee Relations Grievance
Chapter 12 of Human Resources Using Banner Guide
126
SCT Banner Human Resources Technical Training 42
Banner HR Components Employee Relations
PEBEMPL
PERBARG
PEBGREV
PERJBBG
127
Banner HR Components Health and Safety Health and Safety N
I
Record and report employee health information I
Satisfy OSHA requirements
N
Application Forms
N
Driving Table – PEBHSIN
PEAHSIN – Health and Safety Incident Form I
Chapter 13 of Human Resources Using Banner Guide N
128
Banner HR Components Electronic Approvals
Electronic Approvals N
N
I
Efficient approval signature process I
Support the movement towards a paperless office
Chapter 19 of Human Resources Using Banner Guide
129
SCT Banner Human Resources Technical Training 43
Banner HR Components Electronic Approvals
N
Application Forms
N
Driving Table - NOBTRAN N
Process
NOAEPAF – Personnel actions form I
I
NOPEAMA – Mass Apply Process
130
Interior
Interior
N
Effective Dating N
HR APIs
132
SCT Banner Human Resources Technical Training 44
Effective Dating
Maintains history N
N
Allows for future dated personnel actions
133
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
134
Effective Dating
N
What job record is effective as of today? SELECT max(nbrjobs_effective_date) FROM nbrjobs WHERE nbrjobs_effective_date 77777776 spriden_pidm = spraddr_pidm spriden_pidm = spbpers_pidm spriden_pidm;
254
Conversion - Steps UPDATE SET
sobseqn sobseqn_maxseqno = 77777783, sobseqn_activity_date = sysdate
WHERE
sobseqn_function = ‘PIDM’;
255
SCT Banner Human Resources Technical Training 85
Conversion - Steps Clean SATURN tables (clean_tables.sql) N
SPOOL clean_tables DELETE FROM spriden WHERE spriden_pidm > 77777776; DELETE FROM spraddr WHERE spraddr_pidm > 77777776; DELETE FROM spbpers WHERE spbpers_pidm > 77777776; SPOOL OFF
256
Conversion - Steps Shell Script (convert.shl): export ORAENV_ASK=NO export ORACLE_SID=YOURSID . oraenv sqlplus saturn/u_pick_it @create_temp sqlplus saturn/u_pick_it @alter_temp sqlldr
saturn/u_pick_it control=load.ctl
sqlplus saturn/u_pick_it @decode_sex sqlplus saturn/u_pick_it @insert_real
257
SQL*LOADER and Import Tip Constraint checking uses resources N
Constraints checked as each row is inserted into the database N
N
To speed up large data loads or imports: Consider disabling constraints first I
I
Consider creating the indexes after process has completed
258
SCT Banner Human Resources Technical Training 86
Conversion – Summary of Steps
N
Determine flat file layout N
Create temporary tables N
Alter temporary tables, if necessary N
Create loader control file N
Load flat file data into temporary tables
259
Conversion – Summary of Steps N N N N N N
Translate codes using DECODE, if necessary Check temporary table data Insert temporary table data into Banner tables Check data in Banner (in forms and tables) Update sobseqn Use Shell Script
260
Help??
261
SCT Banner Human Resources Technical Training 87
Sources of help ActionLine N
I
Phone: 800-522-4827 I
Fax: 610-725-7430
ActionMail N
I
SCT Banner HR:
[email protected] I
SCT Banner General:
[email protected] General comments (or to obtain ActionWeb access):
[email protected] I
262
Sources of help N
ActionWeb
www.sungardsct.com
Browse open and resolved contacts of your organization in detail I
Browse all product defects reported by your organization I
Browse Known Issues Reports for defect descriptions, corrections, and work-arounds I
Request electronic distribution download of software modifications and other updates I
I
Browse the frequently asked questions I
Browse known issues
263
Sources of help N
TCPNet Listservers Accessed through http://lists.sungardsct.com I
For listservers, email
[email protected]
I
I
N
Type Lists in body of message and send N
You will receive a list of available listservers
To subscribe, email
[email protected] Type: subscribe LISTNAME First_name Last_name N
N
You will receive a confirmation email containing further instructions
264
SCT Banner Human Resources Technical Training 88
265
SCT Banner Human Resources Technical Training 89
