proprietary and confidential information of one or more of the Ellucian companies
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Banner Training HUMAN RESOURCES INFORMATION SYSTEM Updated 3/18/15
A portion of this document is: Copyright © Ellucian 2008-2012. This document is proprietary and confidential information of one or more of the Ellucian companies and is not to be copied, reproduced, lent, displayed used or distributed except under license from Ellucian. Third party copy centers are advised that clients of Ellucian that have licensed the underlying technology associated with this documentation have a valid license to copy and use this documentation in accordance with that underlying license.
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Table of Contents I. General Employee Information ................................................................................. 3 Address List Inquiry Form (PPIADDR) ............................................................................................................. 3 Telephone Form (PPATELE) ................................................................................................................................. 5 Email Address Form (GOAEMAL) ....................................................................................................................... 7 Emergency Contact Form (SPAEMRG) ............................................................................................................. 8 II. Job Information ........................................................................................................ 9 Employee Form (PEAEMPL) for class codes and service dates ............................................................. 9 Employee Jobs Form (NBAJOBS) for Title, Salary and Labor Distribution .................................... 11 Employee Job Inquiry Form (NBIJLST) ......................................................................................................... 15 III. Position Information: ............................................................................................ 17 Position List by Organization (NBIPORG) for number of positions within an ORG ................... 17 Position Incumbent List Form (NBIPINC) for all employees within a Position ........................... 19 Position Budget Form (NBAPBUD) for budget to actual amounts .................................................... 21 HR Key Codes ............................................................................................................. 22 Request for Human Resources Query ......................................................................... 23
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I. General Employee Information
Address List Inquiry Form (PPIADDR) A. Access the PPIADDR form
Enter in the ID number for the employee or click on the search icon to conduct a search
If conducting a search a. Select which search form you want to use
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b.
Enter in your search criteria (Last name, First name). Use the wildcard (%) to broaden your search.
c. d.
Perform an function to start the search. View the list of records by using the scroll bar or arrow keys.
If the name you are looking for is found in the list, highlight the name and perform a function. This will bring the ID and name information back to the PPIADDR form. If the name you are looking for is not found on the list, try a different spelling or placing the wildcard (%) in a different location and search again.
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2. With the ID number back on PPIADDR, perform a function to view the address information, or click in the address type field, or Right click and select Address list, or use the Options menu.
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a. Use the scroll bar at right to view all addresses. b. Watch for the inactive checkbox and dates to search for another record or to leave form.
Telephone Form (PPATELE) A. Access the PPATELE form
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B. Enter in the ID number for the employee or click on the search icon to conduct a search (Refer to steps I.B. on page 2 and 3)
C.
With the ID number back on PPATELE, perform a function or click in the Telephone type field to view the phone information.
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1. Use the scroll bar at right to view all phone numbers 2. Watch for the inactive checkbox D. to search for another record or to leave form.
Email Address Form (GOAEMAL) A. Access the GOAEMAL form
B.
Enter in the ID number for the employee or click on the search icon to conduct a search (Refer to steps I.B. on page 2 and 3)
C. With the ID number back on GOAEMAL, perform a function or click in the Email type field to view the email address information
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1. Use the scroll bar at right to view all email addresses D. to search for another record or to leave form
Emergency Contact Form (SPAEMRG) A. Access the SPAEMRG form
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B. Enter in the ID number for the employee or click on the search icon to conduct a search (Refer to steps I.B. on page 2 and 3)
C. With the ID number back on SPAEMRG, perform a function or click in the Contact Last Name field to view the emergency information 3. Use the scroll bar at right to view additional contacts D. to search for another record or to leave form.
II. Job Information Employee Form (PEAEMPL) for class codes and service dates A. Access the PEAEMPL form
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B. Enter in the ID number for the employee or click on the search icon to conduct a search
1. Select List for Employee and refer to steps I.B. on page 2 and 3 to do a search C. With the ID number back on PEAEMPL, perform a function or click in the Employee Class field to view the information
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E. to search for a new record or to leave form.
Employee Jobs Form (NBAJOBS) for Title, Salary and Labor Distribution A. Access the NBAJOBS form
B. Enter in the ID number for the employee or click on the search icon to conduct a search
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1.
Select List for Employee and refer to steps I.B. on Page 2 and 3 to conduct search
C. With the ID number back on NBAJOBS, enter the Position number or click on the search icon to search
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1.
Select List of Employee’s Jobs
2.
Highlight Position number and perform a function.
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D. Perform a function or click in the ‘Begin Date’ field
E. Use the Options menu on the main toolbar or Right click, or use the tabs across the top of the form to access additional information for the employee 1. Job Detail for Title, hours per day, salary information 2. Labor Distribution for Budget information 3. Employee Information (PEAEMPL) for class code and hire dates 4. Position Budget Definition (NBAPBUD) for Budget salary information 5. List of Positions by Dept (NBIPORG) for all positions within an Orgn
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Employee Job Inquiry Form (NBIJLST) List of Positions an employee has been paid for per Query date, with begin & effective dates, Job status, and class. A. Access the NBIJLST form
B. Enter in the ID number for the employee or click on the search icon to conduct a search
1. Select List for Employee and Refer to steps I.B. on Page 2 and 3 to do a search
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C. With the ID number back on NBIJLST, perform a or click in the Position field to view the information
D. to search for another record or to leave form F. to search for another record or to leave form.
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III. Position Information:
Position List by Organization (NBIPORG) for number of positions within an ORG A. Access the NBIPORG form
B. Enter ‘G’ in the COA field C. Enter in the Orgn code or click on the search icon to conduct a search
1. Perform an to clear form 2. Tab to the Title column and enter in the Title for the Organization. Remember that searches are case sensitive. Use the wildcard (%) to broaden your search.
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3. Perform an function to start search 4. View the list by using the scroll bar or arrow keys. When you find the Organization code you want to look at, highlight it and perform a function. This will bring the Orgn code back to the NBIPORG form.
D. Click in the Position column to view all positions within that Orgn code
E. to search for a different Orgn code or to leave form.
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Position Incumbent List Form (NBIPINC) for all employees within a Position A. Access the NBIPINC form
B. Enter the Position number or click on the search icon to conduct a search
1. Scroll through the list to find the Position number or perform an function to clear form and enter in specific search parameters.
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2. Perform an function to conduct search 3. Use the scroll bar to view the list. When you find the Position you want to look at, highlight it and perform a function. This will bring the Position number back to the NBIPINC form.
C. With the Position number back on NBIPINC, click in the ID column to view the employees for that position
D. to search for a new Position number or to leave form.
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Position Budget Form (NBAPBUD) for budget to actual amounts A. Access the NBAPBUD form
B. Input a Fiscal Year (click on the search icon to see a list of valid codes) C. Input a Position number (click on the search icon to search for Position number) D. Click in the Begin Date field to view information
F. Use the tabs across the top of the form to access additional information. G. to search for different Position or to leave form.
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HR Key Codes EMPLOYEE CLASSES:
EMPLOYEE STATUS:
The status of the employee can be viewed on PEAEMPL. The status of the job can be viewed on the specific job record on the NBAJOBS form.
The Employee Class drives the eligible benefit and leave categories for employees. The accuracy of the Employee Class information is a must!!
Code AD E1 E2 EP ER F1 F2 F9 FA FH FL OC P1 P2 PP PR PT S1 S2 S3 S4 SP SR ST TH TM VO
A Active B Leave w/o Pay w/Benefits (Ex: unpaid medical leave w/in 12 wk FMLA period) L Leave w/o Pay w/o Benefits (Ex: unpaid personal leave of absence) F Leave w/Pay w/Benefits (Ex: Sem Sab) P Leave w/Partial Pay w/Benefits (Ex: AY
Description Academic Deans Executive
