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

 

The following training courses are offered for new and experienced Banner HR users.

Training Tools
Update/Create Date
Key Banner HR Terms
May 01, 2009
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)
March 23, 2010
Module 4 - Managing Employee Records Processing EPAFS (pdf)
December 14, 2009
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

Hire Graduate Appointment EPAF Flat File Upload

Hire Graduate Appointment EPAF Flat File Upload (pdf)
HGRAD EPAF UPLOAD TEMPLATE (XLS)

July 25, 2008

Additional Pay for Salary Services EPAF Flat File Upload

Additional Pay for Salary Services EPAF Flat File Upload (pdf)
HAPSS EPAF UPLOAD TEMPLATE (XLS)

July 25, 2008
Updating Addresses Updating Addresses in Banner (ppt)
October 19, 2009
Managing PPAIDEN Records Managing PPAIDEN Records (ppt)
October 19, 2009

 

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

Course 4

Web Time Entry [WTE] training for employees, approvers, proxies and superusers.

Introduction to WTE

Employee Adjunct/Hourly Staff and Students
Quick Reference Guide


OS Employee
Quick Reference Guide


Approver & Proxy
Quick Reference Guide

Superuser
Quick Reference Guide

USNH Web Time Entry - Earnings Definitions - PDF Format

USNH Web Time Entry - Shift code Chart - PDF Format

Assigning and Updating WTE Approvers

 

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
Activate Position
Budget Position
Query Position
Position Number Format
ECLS-PCLS-Acct
 

  Second of two courses focusing on position control functionality Position Control
Part B

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.

PEAREVW and PERREVW Training

 

Degree

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
  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
  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
  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