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Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3
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Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Dec 28, 2015

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Page 1: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Presented byDottie Marron, Principal Student Consultant for EllucianJulie Monfette, Principal HR Consultant for Ellucian

Session Number: NB-3

Page 2: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Provide a high level overview of the

Faculty Load and Compensation Module

and to offer

implementation strategies

Page 3: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Overview of the FLAC Module Flow

Banner Student Data

Banner HR Data

Self Service Flow & Roles

Implementation Strategies

Questions and Comments

April 19, 2023 Ellucian.com

Page 4: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Automation of Faculty Assignments from Banner Student to Banner HR

Access information through Self Service Components

Provide Faculty Oriented View of Compensation Details and contract information

Accommodates Full Time Salaried View and

Part Time Course-based View

Locking Controls for finalized records

Self Service access for Faculty Member with Acknowledgement option

April 19, 2023 Ellucian.com

Page 5: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Improve integration between Banner Student & HR

Allows for unique computations for various types of pay

Encourage Open Digital Campus usage with a focus on Banner, Self Service, BDMS, & Workflow

Improve user productivity through automated application of Job Assignments from core faculty assignment data

Information presented to faculty and administrators in an easy to understand format

April 19, 2023 Ellucian.com

Page 6: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Banner 8.0

Client must be operational in Banner Student, HR, and

Employee Self Service

Security will be provided by Web Tailor Roles and Banner HR

Controls

April 19, 2023 Ellucian.com

Page 7: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Banner HREmployee

Information

Process rules and system

controls

Banner StudentFaculty Record, Assignments, &

Load data

Extract Process for

Compensation Calculations

and View

Administrator verifies load, assignments, and completes faculty rates.

Administrator and Academic Executive

can view faculty course compensation

summaries and details

Automated Faculty Compensation General Flow

April 19, 2023 Ellucian.com

Page 8: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Academic executive can revise and/or lock the

final compensation record.

Job Information Created and is marked as ‘Apply’

Faculty Member can view and acknowledge

compensation details

Compensation data is applied to Banner HR to NBAJOBS

Automated Faculty Compensation General Flow

April 19, 2023 Ellucian.com

Page 9: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Page 10: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Faculty/Advisor Information – SIAINSTMust be in ‘Active’ Status for the term

Contract Type Code associated with Faculty Member

Term Based Information from Faculty

Assignment – initiated and maintained on

SIAASGN and SSASECT

April 19, 2023 Ellucian.com

Page 11: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Accommodates date-based and Part of Term

courses

Schedule Type associated with each course

assignment

Position lookup function added to SIAASGN to

validate Position Number

Indicators for Extract and Applied FLAC records

April 19, 2023 Ellucian.com

Page 12: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Page 13: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Contract Type will determine Salaried View or Course-by-Course View

April 19, 2023 Ellucian.com

Page 14: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)

April 19, 2023 Ellucian.com

Page 15: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Assignment Data that will be extracted to Self Service

Utilizes Banner HR called forms for Positions and Job Assignment Lists

Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function

April 19, 2023 Ellucian.com

Page 16: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Added Position Number lookup and validation

Utilizes Banner HR called forms for Positions and Job Assignment Lists

Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function

April 19, 2023 Ellucian.com

Page 17: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Non-Instructional Components for possible compensation.

April 19, 2023 Ellucian.com

Page 18: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Page 19: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted

Administrators for FLAC data will require setup in Banner HR to define security access within Self Service

Optional use of Faculty Level on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty

April 19, 2023 Ellucian.com

Page 20: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Enables or Disables Position Validation on SIAASGN

April 19, 2023 Ellucian.com

Page 21: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Faculty Compensation Level – PT Faculty

Designates Base Level for the Faculty Member

April 19, 2023 Ellucian.com

Page 22: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Contract Control Rules

Institutional Rules – Instructional and Non-Instructional

Incremental Amount Codes

Security & Web Administrative AccessUser Codes Rule – PTRUSEROrganization Access and Roll-upWeb Tailor Role - Administrator

April 19, 2023 Ellucian.com

Page 23: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Page 24: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 | www.sungardhe.com

Page 25: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

(4000 characters of Employment Text)

April 19, 2023 Ellucian.com

Page 26: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 www.sungardhe.com

Can establish costing for Course Level (Optional)

Can default/override costing at Schedule Level (Optional)

Page 27: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Incremental Compensation can be applied to any Part-Time Contract

April 19, 2023 Ellucian.com

Page 28: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Establish new user security in Banner HRPTRUSER – User Code RulesFaculty Compensation Master Organization ControlFaculty Compensation Organization SecurityOrgn. Security based upon Finance Roll-up Reporting

Controls (defines locking controls)Orgn. Security verifies against assigned Position

Organization Code Define organizational access with Query or UpdatePredecessor organizations automatically include

subordinatesPSAEMPR – Employer Security PSAECLS – Employee Class Security

Page 29: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com

Must have indicator set to be a FLAC Administrator

Update or Query = Master User

None = Only Organization or No Access

Page 30: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

‘Organizational Hierarchy’FLAC uses budget organization defined on Positions (NBAPBUD)Predecessors and subordinatesSet up on FTMORGN or PTVORGNExample:001 Office of the President 100 Office of the Provost

110 College of Arts & Sciences111 Dean of Arts & Sciences

Specified on NSASPSC

April 19, 2023 Ellucian.com

Page 31: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.

April 19, 2023 Ellucian.com

Page 32: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Web Administrator access defined within Web TailorScript to update Web Tailor with new role, tabs and

icons

Academic Administrators will utilize Banner HR security

Faculty Member to access via Employee Self Service

April 19, 2023 Ellucian.com

Page 33: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

Extract Process- PEPFLACSelects Assigned Faculty Members from Banner Student by Term or Part of TermCan filter selection based upon ECLS of Position and/or Contract Type of the Faculty memberCan process individual ID’sFaculty must have Employee Record in Banner HR (non-terminated)Builds ESS files and computes Faculty CompensationExtract Report – details Faculty extracted and Errors

April 19, 2023 Ellucian.com

Page 34: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

34April 19, 2023 Ellucian.com

Page 35: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Run process to create extract

Administrator views/updates records

Faculty Member isLocked when complete

If record is locked, it can be ‘Applied’

Mass Apply Process

Creates or edits employee

jobs/assignment

April 19, 2023 Ellucian.com

Page 36: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Filter by TermThen: College Campus Department

Organization Summary

EmployeeSummary

Search by Employee

Employee Self Service Menu

April 19, 2023 Ellucian.com

Page 37: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.
Page 38: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

38April 19, 2023 Ellucian.com

Page 39: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Faculty in FLAC sees this selection

April 19, 2023 Ellucian.com

Page 40: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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From Banner Student

From Banner Position Control

Page 41: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 42: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 43: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Compensation View

Salary Compensation

View

full-time faculty

Course Compensation

View

part time or adjunct

Job Assignment View

Job detail

April 19, 2023 Ellucian.com

Page 44: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Designed for Full-Time, Salary Based ContractsAbility to display Current Salary within the PositionAbility to review Faculty Load factors extracted from StudentSupport multiple contracts types per employee

April 19, 2023 Ellucian.com

Page 45: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Overload payment can be constructed with Load factorsOverload can be associated with Instructional or Non-Instructional activitiesLinks allow the display of:

The Job Detail informationWorkload breakdownCourse Details

Page 46: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 47: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 48: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Position Search ability for construction of Overload

Page 49: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Course Information Link

Workload Factor Link

Page 50: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Calculations on Course Based ContractsTwo-tiered View – Summary and DetailAbility to assign Increments to courseAbility to view/change Faculty Level for Base RatesComputes based upon pre-established rulesLinks for Course Information, Course Calculation Detail and Job Detail

April 19, 2023 Ellucian.com

Page 51: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

51April 19, 2023 Ellucian.com

Page 52: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 53: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 54: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Calculated during the Extract ProcessResides with each contractDynamically changes when adjustments are madeDetermines Primary, Secondary and OverloadMaintains Job Detail, Default Earnings, and Labor Distributions

April 19, 2023 Ellucian.com

Page 55: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 56: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Page 57: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

57April 19, 2023 Ellucian.com

Page 58: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Faculty Member or Administrator can download data

Page 59: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

59April 19, 2023 Ellucian.com

Page 60: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

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Job Apply Process - PEPFCAP

Mass Apply process run through Job Submission

Selects Faculty records in a ‘Locked’ status

Utilizes Jobs API function to edit and insert records

April 19, 2023 Ellucian.com

Page 61: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

61April 19, 2023 Ellucian.com

Treat FLAC implementation like a true project

Create a project plan, assign a manager and obtain high level sponsor

Tasks, resources, milestones Identify Stakeholder (includes IT and Web Tailor staff)Database/Instance for testing/set-upStudent and HR participation

Page 62: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

62April 19, 2023 Ellucian.com

Discuss: Contract types.

Faculty pay set up---faculty can have more than one type. One must be a default.

Who will own the rule and validation forms

Create an updated payroll and Term/Staffing calendar

Page 63: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

63April 19, 2023 Ellucian.com

Consider implementing small groups of faculty at time by Contract type

Consider how the work is divided now and select one area as a pilot group

Consider what needs to be done to accept electronic signatures

Page 64: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

64April 19, 2023 Ellucian.com

Consider implementing Faculty Tracking module first : PEAFACT

Page 65: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

65April 19, 2023 Ellucian.com

Who will enter the posn/suffix?

Consider revisiting your position schema for adjunct faculty to make it fool-proof for Schedulers to select positions.

Page 66: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

66April 19, 2023 Ellucian.com

Page 67: Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3.

April 19, 2023 Ellucian.com