Salary PlannerAvailable in Banner at no extra cost

Fayetteville Fort Bragg

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Overview

• Salary Planner (SP) comes with baseline Banner

• SP provides a means for developing ‘what if’ labor budget scenarios

• Allows ability to choose a scenario to then update the Banner position budget or employee job records (or both) via mass update processing

• Rule set up and processing is in INB

• Scenario set up and budget development is performed in Employee Self-Service Banner

We will cover

•How to set up Salary Planner (step by step)• INB• SSB

•Discuss some use cases along the way

• Take questions as we go

Steps for Using Salary Planner

SET UP

1. Setup rules for Salary Planner (SP) in BANNER Human Resources and Position Control.

2. Setup security for SP and each of its users in BANNER.

3. Setup rules to extract data from BANNER into the SP with NTRSPEX.

4. Establish support to the relevant WEB pages and support for ‘User Roles’ in WEB Tailor.

USE

1. Run the NBPSPEX process to extract data from BANNER into the SP in SSB.

2. Modify the data in the Salary Planner.

3. Run the NBPSPUP process to upload modified data from the SP to BANNER.

Set Up Banner

NTRINSTPosition Control Installation Rule Form

This form contains overall rules for processing items in Position Control and setting controls for electronic approvals. The Electronic approval allows the user to setup controls for EPAF’s. The Salary Planner block allows users to setup controls used with the SSB Salary Planner product.

NTRINSTSalary Planner Tab

When ‘Display Whole Employee Detail’ is enabled it allows the user to view all jobs belonging to an employee that may be associated to organizations other than those to which the user is authorized.

Enable the “Organizational Security” field to enforce org security at the system level in Salary Planner. This rule causes the system to check the security setup in PTRUSER and NSASPSC.

NTRINSTSalary Planner Tab

Select a method in the ‘Prorate Flat Amount by’ field to automatically prorate flat amount mass changes based on the following factors: Appointment Percent, FTE or none.

Select a method in the ‘Calculate Job Information by’ to calculate job information changes based on the following factors: Appointment Percent, FTE or none.

NTRINSTSalary Planner Tab

The “Approval Category Rules” are created through a SQL script that is run by IT using default rule names or ones approved by the SP user.

NTRINSTElectronic Approvals Tab

Rules defined on this form govern electronic approval processing for the Banner HR and Position Control module.

The Salary Planner tool is a part of Position Control and requires electronic approvals be turned on here.

Set Up Security

Security Roles for Salary Planner

• Master Salary Planner

• HR Manager

Security Roles for Salary Planner

• Master Salary Planner• Full access to the organizational data

• Creates extracts and scenarios

• Performs the final lock out at the organizational level

• Can download reports for the entire organization

• HR Manager• View and edit only their assigned orgs

• Can lock out other users at lower levels

• Can download reports for their assigned orgs

Security Set Up

• Native Banner• NBAPBUD, GOAEACC, PTRUSER, NSASPSC

• Banner Web• User Roles – WebTailor Menu

PTRUSERGive access

This form is used to grant user access to Banner HR.

The User ID must have a record established in the ‘Enterprise Access Control’ form GOAEACC.

All users need to have records setup in GOAEACC and GOATPAD.

Users access is setup with ‘Update’, ‘Query’ or ‘None’ on the Salary Planner Master Organization field depending on role.

PTRUSERMaster Salary Planner

This user will have wide open access to all functionality in Salary Planner. They will be able to update any records in the extracts.

This would typically be your primary person responsible for Salary Planner tasks. They do not need to be setup in the ‘Organizational Hierarchy Security’ form NSASPSC.

This user is setup on PTRUSER with ‘Update’ access on the Salary Planner Master Organization.

This user is defined in SSB on the Web Tailor user roles as Master Salary Planner.

PTRUSERHR Manager

This user will have access that is determined by the institution. This can also be restricted as needed by using the NSASPSC form.

Examples would be specific department managers, budget directors and other employees with budget responsibility.

This user is setup on PTRUSER with ‘None’ access on the Salary Planner Master Organization.

This user is defined in SSB on the Web Tailor roles as HR Manager.

PTRUSERQuery Only can also be set up

This user is setup on PTRUSER with ‘Query’ access on the Salary Planner Master Organization.

If needed, setup access to orgs using the NSASPSC form.

This user will only have basic SSB access setup by the web administrator. No roles would be assigned.

NSASPSCOrganizational Hierarchy Security

Organization security should be specified using the NSASPSC form for all Salary Planner users who have been given either ‘Query’ or ‘None’ access in PTRUSER.

This form determines access to data in the Salary Planner as you can specify a range of organizations.

The selections made here for a user will be used by SSB Salary Planner.

This form is used in conjunction with the HR Manager Security role when you want certain org codes updated by the user.

NSASPSCOrganizational Hierarchy Security

Users can be given Update or Query access in this form.

Update enables the user to change and save the modified information in the corresponding Web pages of the Salary Planner.

Query only allows the user to query information displayed on the Web pages for Salary Planner.

Note: NSASPSC only affects organization security within the Salary Planner and Faculty Load and Compensation modules, and does not affect other BANNER HR security.

Approvals and Routing

NTRALVLElectronic Approval Level Rules

For Salary Planner, the person who will be uploading Salary Planner information into jobs must be the appropriate level that is defined as “Applier” on NTRACAT.

After the initial set up is complete, this is probably the only form that you will need to revisit.

NTRACATElectronic Approval Category Rules

Assign mandatory approval levels for the approval categories define for SP.

The EPAF that will be used to load the job records from Salary Planner is SPCOMB.

The “Superuser” level code will apply the process.

NTRROUTElectronic Approval Routing Rules

Any user with security access that will have to run the upload process NBPSPUP will be required to have Routing Rules setup for the Approval Categories defined on NTRINST to use the Salary Planner

Based on the user running the process and the approval category associated with the EPAF, the approval level information setup on NTRROUT will default to the EPAF’s created.

For Salary Planner the person running NBPSPEX and NOPEAMA the “Required Action’ would be “Apply’. No approvers should be established. The first phase will of Salary Planner will be used for position budgeting.

Setting Up for SP Scenarios

NTVBPRO Budget Profiles

This form allows you to create budget profile codes and descriptions for use in Salary Planner. They can be used to classify different types of budgets.

The codes entered on this form can be used to identify, describe and associate positions with a specific type of budget in NBAPBUD.

For example, make entries in NTRBPRO for tracking /classifying Administrative Assistants, faculty, etc. separately and attach the profile to the applicable position budget record in NBAPBUD.

Budget Extract ID’s could be created for the various budget profiles in NTRSPEX.

NTVBPRO Profiles on Position Budget Record

The Budget Profile field allows you to associate each position with a budget profile.

Only one value may be associated with a position.

The profile can be changed at any time. A budget profile of GRNT was entered for this record.

Budget Extract ID’s can then be created based on budget profile types.

NTRJCRE Job Change Reasons related to Salary Planner

This form allows you to indicate the job change reasons that are to be displayed and included in the totals in the Salary Planner application.

Display Priority on Web and Include in Change Totals will allow you to specify the priority given to the change reason and also indicate if these reasons are to be made available in Salary Planner.

These fields only relate to the Salary Planner application within SSB.

NTRSPEXSalary Planner Extract Rule

This form is used to identify the population that is to be extracted from BANNER into the Salary Planner. The criteria you specify in this form are used as input for the Salary Planner Extract Process NBPSPEX.

Carefully consider extract names as there may be many users looking and approving data. The Budget Extract Description, not Extract ID appears in Salary Planner in SSB.

The extract population can be identified by specifying one or more factors for inclusion in the extract process. The factors are employee class, bargaining units and budget profiles.

Multiple Extract ID’s can be created based on E-Class, budget profile using any combination.

NTRSPEXSalary Planner Extract EE Class Rule

The employee class window allows you to specify employee classes associated with positions on the Position definition NBAPOSN that are to be considered by the Budget Extract ID.

Job effective date and personnel date are also entered in this window.

NTRSPEXSalary Planner Extract Budget Profile Rule

There is a window to specify which budget profiles are to be used if any.

They can be entered manually or if you go to “Options” you can select “Include All Budget Profiles” which will load all budget profiles into the window.

There is also a window to specify bargaining units to be used in the extract if any are defined.

NBPSPEXSalary Planner Extract Process

The NBPSPEX process can be run in three different modes: (I)nitial, (R)e-create, and (A)dd/Delete modes.

• Run the process in the (I)nitial mode when first extracting data from Banner for a new Budget Extract ID. The process checks for the existence of the Budget Extract ID in the working budget tables of the Salary Planner and if it exists, generates an error message in the Report section of the output.

NBPSPEXSalary Planner Extract Process

• Run the process in the (R)e-create mode when you wish to remove all existing scenarios in the Salary Planner and re-create the Initial Scenario associated with an existing Budget Extract ID.

• Run the process in the (A)dd/Delete mode when you want to update extracted data that may have occurred in BANNER forms. In this case, the process will add new position/job records that were created in Banner or remove position/job records that were terminated since the last extract associated with the Extract Effective date.

NBPSPEXSalary Planner Extract Report

The process produces a report that shows

the number of positions, jobs and

organizations that make up the population

defined in the scenario.

Self Service Banner

Set Up – WebTailor

• Activate Salary Planner Menu in Employee Self Service

Set Up – WebTailor

• Enable the Salary Planner Menu

Use the “Searchby Description”field to find theSalary PlannerMenu.

Enable the menu.

Set Up – WebTailor

• Enable the Salary Planner MenuUse the “Searchby Description”field to find theEmployee MainMenu.

Enable the menu.

Set Up – WebTailor

• Establish access to the Salary Planner menu in employee self-service. The Web Tailor Administrator has created the access in TBAN8. Ensure that the access has been created in any test instance that will be used and PROD.

• To use Salary Planner employees will need to be defined on GOAEACC with a PIN number on GOATPAD and have access defined by the Web Tailor Administrator.

• User roles need to be assigned by the Web Tailor Administrator. Assign the role of Master Salary Planner to Lien Bailey. Assign the role of HR Manager to employees viewing and approving Salary Planner budget information in SSB.

• Once you have extracted from BANNER, the Master Salary Planner can create scenarios. They will log into SSB, select the Employee tab and then the Salary Planner tab. The Create Scenario page is displayed upon selecting the Create Scenario menu option from the menu. The Master Salary Planner can create scenarios such as the $1000.00 LI increase. These will become available to HR Managers to review and edit.

• HR Managers review and edit/modify the data as necessary.

• NBPSPUP is run to upload job information to EPAF’s.

• NOPEAMA is processed to apply EPAF (job transactions) to be loaded to the jobs form NBAJOBS.

Creating Scenarios in SSBMaster Salary Planner

Once data is extracted using Internet Native Banner, the Master Salary Planner can create scenarios in SSB.

Select the Employee tab and then the Salary Planner tab to bring up this menu.

Creating Scenarios in SSBMaster Salary Planner

Allow the position budget to be updated when changes are captured from the employee view.

Create a scenario named “FY16 EPA_1” from the initial extract “FY16 Budget EPA”

Click the ‘Create Scenario’ button.

The result is the ‘Position Filters’ page is opened.

Creating Scenarios in SSBMaster Salary Planner

The filter defaults with ‘All’ but a variety of options are available.

Click the ‘Include Pooled Positions’ to include pooled positions that have been included in the extract. Otherwise, only single positions will be included.

Click the ‘Include Vacant Positions’ checkbox to include any vacant positions that were included by the extract.

You can view the list by employee or position. You can also view summary totals.

Creating Scenarios in SSBList By Employee

When the scenario was created all organizations and employee classes were included.

Any salary changes that are mass applied will include everything.

Changes can be done by employee.

Creating Scenarios in SSBList By Employee

In this example, a 1.5% increase will be mass applied.

This is a view of the screen before the ‘Mass Apply’.

Creating Scenarios in SSBList By Employee

This is a view of the screen after the ‘Mass Apply’.

Notice the change in salary to the proposed salary.

Creating Scenarios in SSBSave the scenario

HR Managers can now log in ‘Edit’ and select a Budget Extract ID and Scenario for viewing/editing.

Working Scenarios in SSBHR/Budget Manager

Employees with HR Manager role log into Salary Planner and click ‘Edit Scenario’ to see this screen.

Select a Budget Extract ID and scenario.

Select the Filter Criteria by clicking ‘By Position Attribute’ or ‘By Employee Name.

The Position Attribute (preferred) records can be filtered by the organization, employee class, etc.

Employee Name records can be filtered by the employee name or ID

Working Scenarios in SSBHR/Budget Manager

The HR Manager can now review or edit position/employee records.

In this example the position was increased 2.5%.

Don’t forget to save the change.

Notify the Master Salary Planner when the scenario is complete.

Organizational LockMaster Salary Planner

Select a description of an Extract ID from the drop down list.

Select a description of a Scenario.

Select a lock status: All, Locked or Unlocked from the ‘Lock Status’ link.

You can select an organization or leave the field blank to select the highest level organization you have access to.

Click the Submit button.

Back to Native Banner to Finish

NBPSPUPSalary Planner Scenario Upload Process

The next step in the process is to upload the approved scenario back into BANNER.

The Salary Planner Upload Process NBPSPUP uploads position and job data from the Salary Planner application in SSB to BANNER.

Options are available to update NBAPBUD only, NBAJOBS only or BOTH.

NBPSPUPParameters• 01 – Enter R for report, P for process or D for delete.

• 02 – Enter P for position, J for jobs or B for both.

• 03 – Enter the Budget Extract ID to upload or delete scenario from.

• 04 – Enter the scenario to upload from or delete. This is the ‘Save as Scenario’ created that was made available to HR Managers. Enter % to delete all scenarios.

• 05 – This is required if position or both was entered.

• 06 – Enter the Budget ID to update. This is required if position or both was entered.

• 07 – Enter the Budget Phase to update. This is required if position or both was entered.

• 08 – Enter the Job Change Reason. This is required if position or both was entered.

• 09 – Enter N.

NBPSPUPSalary Planner Scenario Upload Report

This was run in the Report mode for Positions only.

Notice the total positions, jobs and organizations.

Positions will be updated when NBPSPUP is run in P(rocess) mode.

Questions and General Discussion

Thank You

David Beach

UNC-GA

ERP Systems Consulting

dpbeach@northcarolina.edu

919-843-9168

Fayetteville Fort Bragg