6-APR-2005 MIS Employee Reporting MIS Employee Reporting With Banner HR With Banner HR (almost) (almost) Lee McDonald Lee McDonald College of the Sequoias College of the Sequoias Raj Doshi Raj Doshi Kern Community College Kern Community College District District
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6-APR-2005 MIS Employee Reporting With Banner HR (almost) Lee McDonald College of the Sequoias Raj Doshi Kern Community College District.
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6-APR-2005
MIS Employee Reporting With MIS Employee Reporting With Banner HRBanner HR
(almost)(almost)Lee McDonald Lee McDonald
College of the SequoiasCollege of the Sequoias
Raj DoshiRaj Doshi
Kern Community College DistrictKern Community College District
OverviewOverview
MIS Data Elements – Where in BannerMIS Data Elements – Where in Banner Banner MIS ProcessesBanner MIS Processes Data EntryData Entry A Few Problem AreasA Few Problem Areas ConclusionConclusion
What We WantWhat We Want
EB file – Employee DemographicEB file – Employee Demographic– Due in November for all employeesDue in November for all employees– Due with Term End data for facultyDue with Term End data for faculty
EJ file – Employee AssignmentEJ file – Employee Assignment– Due in November for all employeesDue in November for all employees
XE file – Section AssignmentXE file – Section Assignment– Due with Term End dataDue with Term End data
EB06 EMPLOYEE-DISABILITY-STATUSEB06 EMPLOYEE-DISABILITY-STATUS – GOAMEDI – Primary Disability has been checkedGOAMEDI – Primary Disability has been checked– STVMEDISTVMEDI
– MIS Occ Code on PTVESKL (Employee Class) MIS Occ Code on PTVESKL (Employee Class) – Employee Class on NTRPCLS (Position Class)Employee Class on NTRPCLS (Position Class)– Position Class on NBAPOSNPosition Class on NBAPOSN
EB08 EMPLOYEE-EMPLOYMENT-CLASSIFEB08 EMPLOYEE-EMPLOYMENT-CLASSIF– PTVEGRP (Employee Group)PTVEGRP (Employee Group)– Employee Group on PEAEMPLEmployee Group on PEAEMPL
EB09 EMPLOYEE-EMPLOYMENT-STATUSEB09 EMPLOYEE-EMPLOYMENT-STATUS – First character of PTVJCTY CodeFirst character of PTVJCTY Code– Job Change Type on PTRJCRE (Job Change Reason)Job Change Type on PTRJCRE (Job Change Reason)– Change reason on second screen NBAJOBSChange reason on second screen NBAJOBS
– MIS EEOG Code on PTVEEOGMIS EEOG Code on PTVEEOG– PTVEEOG and PTVESKL have Employer indicators that PTVEEOG and PTVESKL have Employer indicators that
must match GUAINST Installation – can only be viewed and must match GUAINST Installation – can only be viewed and set with SQLset with SQL
– EEO Contract Group on PTRECLS Regulatory ScreenEEO Contract Group on PTRECLS Regulatory Screen– Employee Class on PEAEMPLEmployee Class on PEAEMPL
EB12 EMPLOYEE-ANNUAL-SALARYEB12 EMPLOYEE-ANNUAL-SALARY– View on PEISTAN, calculated by PEPCSALView on PEISTAN, calculated by PEPCSAL
EB13 EMPLOYEE-ANNUAL-STIPEND 9(06)EB13 EMPLOYEE-ANNUAL-STIPEND 9(06)– View on PEISTAN, calculated by PEPCSALView on PEISTAN, calculated by PEPCSAL
EJ File – Employee AssignmentEJ File – Employee Assignment
EB00 EMPLOYEE-IDENTIFIER EB00 EMPLOYEE-IDENTIFIER – SSN from SPAPERS or Banner ID if no SSNSSN from SPAPERS or Banner ID if no SSN
EJ File (cont)EJ File (cont) EJ01 EMPLOYEE-ASSIGNMENT-TYPEEJ01 EMPLOYEE-ASSIGNMENT-TYPE
– Non-Faculty – NTRPCLS Employee Skill is not '2‘Non-Faculty – NTRPCLS Employee Skill is not '2‘» If EB07=1, First character is A, other wise SIf EB07=1, First character is A, other wise S» Second character determined by NBAJOBS StatusSecond character determined by NBAJOBS Status
» Second character of Job Change Type on PTRJCRE or ‘Y’Second character of Job Change Type on PTRJCRE or ‘Y’– FacultyFaculty
» Third character of Asty on SIAASGN/SIALVAS or ‘Y’Third character of Asty on SIAASGN/SIALVAS or ‘Y’
EJ File (cont)EJ File (cont) EJ03 EMPLOYEE-ASSIGNMENT-ACCOUNTEJ03 EMPLOYEE-ASSIGNMENT-ACCOUNT
– Non-FacultyNon-Faculty» FTVPROG (Program Code, ASA from Budget & Acct Manual)FTVPROG (Program Code, ASA from Budget & Acct Manual)» Prog on NBAJOBS Labor Distributions ScreenProg on NBAJOBS Labor Distributions Screen
– FacultyFaculty» Instructional – TOP code from SSAOVRR or SCADETL Supplemental Instructional – TOP code from SSAOVRR or SCADETL Supplemental
screen for assigned section SIAASGN/SIALVASscreen for assigned section SIAASGN/SIALVAS» Non-Instructional – TOP Code on Non-Instructional screen of Non-Instructional – TOP Code on Non-Instructional screen of
PEPCSAL – Calculate SalaryPEPCSAL – Calculate Salary PEISTAN to review (one person at a time)PEISTAN to review (one person at a time) PEPEDEX – EB FilePEPEDEX – EB File
– Create Data – YCreate Data – Y
– Create Tape – NCreate Tape – N
PDADEMO to review and fixPDADEMO to review and fix PEPEDEXPEPEDEX
– Create Data – NCreate Data – N
– Create Tape – YCreate Tape – Y
Creating the Files (cont)Creating the Files (cont)
PEPAEXT – EJ FilePEPAEXT – EJ File– Create Data – YCreate Data – Y
– Create Tape – NCreate Tape – N
PDAASGN to review and fixPDAASGN to review and fix PEPAEXTPEPAEXT
– Create Data – NCreate Data – N
– Create Tape – YCreate Tape – Y
SERXEREC – XE File SERXEREC – XE File – submitted with other section related filessubmitted with other section related files
Where Do We Enter the Data?Where Do We Enter the Data?
SIAASGN SIAASGN
POSN and Suffix must match correct jobPOSN and Suffix must match correct job Asty –Assignment Type neededAsty –Assignment Type needed Used for both EJ and XE filesUsed for both EJ and XE files
SIAASGNSIAASGN
PEAEMPLPEAEMPL
NBAPOSNNBAPOSN
NBAJOBS (second screen)NBAJOBS (second screen)
NBAJOBS Labor DistributionNBAJOBS Labor Distribution
STVASTYSTVASTY
Areas With ProblemsAreas With Problems
PEPAEXTPEPAEXT– Doesn’t include people whose primary job is Doesn’t include people whose primary job is
non-faculty, but have a secondary job as facultynon-faculty, but have a secondary job as faculty– Need a way to exclude certain ECLS (students, Need a way to exclude certain ECLS (students,
Board members)Board members)– Looks for jobs with a job change in the report Looks for jobs with a job change in the report
period instead of active jobs in the report periodperiod instead of active jobs in the report period
Problems (PEPAEXT cont)Problems (PEPAEXT cont)
– Insufficient decimal places in workload Insufficient decimal places in workload calculationcalculation
– Leave status not defaulting to correct valueLeave status not defaulting to correct value– Hispanic Ethnicity code is wrongHispanic Ethnicity code is wrong
Problems (cont)Problems (cont)
PEPEDEXPEPEDEX– In some cases, selecting too many people, need In some cases, selecting too many people, need
to use term code in some selectsto use term code in some selects– Only reporting EE06-Occupational-Activity Only reporting EE06-Occupational-Activity
code if it changed during the periodcode if it changed during the period– Using incorrect default Employment Status Using incorrect default Employment Status
(may have been fixed) (may have been fixed)
Problems (PEPEDEX cont)Problems (PEPEDEX cont)
SERXERECSERXEREC– Can’t split teaching assignment between regular Can’t split teaching assignment between regular
and overload joband overload job– Doesn’t prevent putting incorrect POSN and Doesn’t prevent putting incorrect POSN and
suffix into SIAASGN – no error generated from suffix into SIAASGN – no error generated from report – assignment doesn’t get reportedreport – assignment doesn’t get reported
– Too many records selected during process Too many records selected during process under some conditionsunder some conditions
Options if Setup Not PerfectOptions if Setup Not Perfect
Change your data to match what is expected Change your data to match what is expected (easier said than done)(easier said than done)
Use a script to fix data in PDADEMO or Use a script to fix data in PDADEMO or PDAASGNPDAASGN
Modify the programs to substitute the Modify the programs to substitute the correct values for yourscorrect values for yours
Add an MIS column to table and change the Add an MIS column to table and change the selects in the programsselects in the programs
Access database available with MIS related Access database available with MIS related validation and rules tables available (along with validation and rules tables available (along with this presentation and Banner and MIS docs)this presentation and Banner and MIS docs)