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Training
The goal for Banner HR Training is to provide end-users with the technical skills and procedural knowledge required in order to successfully complete the finance, human resource and reporting business processes of the organization in an effective and efficient manner upon go-live of Banner and WebIntelligence.
Training Registration Links:
Banner 7.x Upgrade Training Materials:
The following training materials were used for 7.x Upgrade training:
| Training Tools | Update/Create Date |
| General Overview - Central Offices | May 7, 2007 |
| General Overview - GSC-UNH-USNH | May 1, 2007 |
| General Overview - PSU | April 24, 2007 |
| General Overview - KSC | April 25, 2007 |
| Common Matching | April 24, 2007 |
| Logging Into BTRN | May 3, 2007 |
The following training courses are offered for new and experienced Banner HR users.
| Training Tools | Update/Create Date |
| Key Terms | August 20, 2004 |
| Keyboard Shortcuts (keyboard layout) | August 20, 2004 |
| Keyboard Shortcuts | January 31, 2006 |
| Banner Printing Instructions | August 20, 2004 |
Banner HR Beginning Training - Core Courses
| Module 1 - Concept Training | Banner HR Foundational Overview (powerpoint) | May 2007 |
| Module 2 - Navigation Training | Basics of Navigation (pdf) Banner Glossary (pdf) |
May 2007 |
| Module 3 - Person & Employee Information | Managing and Querying Employee Information (pdf) | June 16, 2008 |
| Module 4 - Managing Employee Records | Processing EPAFS (pdf) | July 8, 2008 |
| WISE [Self-Service] Electronic Personnel Action Forms | WISE - Self Service EPAF (pdf) | June 30, 2008 |
| Hire Adjunct Faculty EPAF Flat File Upload | Hire Adjunct Faculty EPAF Flat File Upload (pdf) HAJFY EPAF UPLOAD TEMPLATE (XLS) |
July 25, 2008 |
| PPAIDEN Overview | PPAIDEN Overview (ppt) | January 2007 |
Payroll Beginning Training - Core Courses
| Training Module | Description/Topics | Training Materials |
Course 1 |
How to enter time collection for casual and student employees. | Banner's Distributed Time Positive Pay |
Course 2 |
How to enter exception records for Operating Staff (additional hours worked, earned time use, stand by pay, etc.) | Banner Exception Entry for Operating Staff |
Course 3 |
Managing labor distribution in Banner, establishing future labor distribution, and reallocating past expenses. The session will include a demonstration of an Excel tool developed as a worksheet to assist with the entry of EPAFs for future labor distribution changes. | Labor Distribution - Future changes, excel application tool, and reallocation of past expenses |
Application Training - Advanced
| Training Module | Description/Topics | Training Materials |
Position |
First of two courses focusing on position control functionality. Topics to include: Establishing and maintaining positions, salary increase process for position budgets, personnel/position budgeting, balanced HR budgets to Finance rule code, feeds from HR to Finance (rule codes/NTRFIN1) HR budget adjustments, Fringe benefit chargebacks and payroll feeds to Finance. | Position Control Part A Establish Position |
| Second of two courses focusing on position control functionality |
Position Control Part B |
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Employment Management |
Affirmative Action Search Data Collection Form | Instructions for AA Form |
| Training on the use of the Employee Review Form as an electronic tickler to track various future dated personnel related activities. Used by Central HR Office Staff only. |
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| Training on the coding of Employee Degree Information | PPAGENL | |
Payroll |
How the baseline entry function is used and where it fits into our processing plan. | Payroll Time Entry - Baseline |
| Payroll's check production processes, controls that must be adhered to (no validation on use of duplicate check numbers), and how the checks will be distributed to staff and/or campuses) | Check Processing and Distribution | |
Benefits |
How to process leaves (sabbatical, add non-cash earning to JOB). | Leave Processing |
| How to process an approved leave. (ppt) | Leave Administration | |
| How to Code Worker's Compensation thru EPAF for NBAJOBS. | Worker's Compensation | |
| How to Produce Enrollment Forms in Banner. | Producing Enrollment Forms | |
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Topics Covered include: How to produce Enrollment Forms, How to Establish Benefit Deductions for New Employees (Core Deductions), How to Establish Beneficiaries. |
Enrolling New Employees in Core Benefits | |
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Topics Covered include: How to Establish Benefit Deductions for Voluntary Deductions , How to Maintain Benefit Deduction (core and voluntary) for change in status, change in % time, terminating a benefit, termination, How to Establish/Maintain Campus Specific Deductions (Parking, Union Dues, etc.,) how to process one-time deduction adjustments and overrides and how to establish beneficiaries. |
Enrolling Employees in Voluntary Benefits and Making Changes to Core/Voluntary Benefits Terminating Benefits Using PEAESCH |
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| How to query forms and help you answer questions. | Query Tools and Frequently Asked Questions | |
| How to process transactions associated with benefit administration | System Benefits Administration |