Transcript Welcome to SCT Banner

Welcome to SunGard
SCT Banner
Position Control
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Introductions
 Name
 Organization
 Title/function
 Job responsibilities
 SCT Banner experience
 Expectations
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Course Goal
The goal of this course is to provide you with the
knowledge and practice to set up and maintain Position
Control and Position Budgeting.
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Agenda
 Overview
 Set Up
 Processing / Interface to Budget Development
 Fringe Budgeting
 SCT Banner Reports and Queries
 Question and Answer
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Before we begin…
 Training Workbook
 Used as a supplement to on-line course
 Will be referenced by instructor
 Includes detail about the SCT Banner forms
 Contains procedures, self check, and screen shots
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Overview
Position Control and Position Budgeting is generally a
shared activity between Finance and Human Resources. In
some cases, Finance is responsible for all activities.
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Process Introduction
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Terminology
 Actual Method vs. Charge Back Method
 Budget ID
 Budget Modeling
 Fiscal Year
 Phase
 Position Classification
 Position Control Budgeting
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Set Up Objectives
At the end of this section, you will be able to
 perform Finance-related preliminary tasks associated with
Position Control
 establish employee class values
 create earnings codes and associate them with rules
 establish benefit/deduction codes and labor distribution
overrides
 identify valid fiscal years in Position Control and Human
Resources
 define rules for interfacing Human Resources and Position
Control to Banner Finance
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Set Up Objectives, continued
At the end of this section, you will be able to
 create the salary group for the year
 create salary and/or hourly rate highs and lows eligible to the
participating grade
 create a position class and associate it with salary guidelines,
employee class, and employee skill level
 establish the definition of the position
 associate budget and accounting information with a position
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Set Up –
Finance Preliminary Tasks
 Build the fiscal year (FTMFSYR)
 Check system data (FTMSDAT)
 Build the Budget ID and Phase Codes (FTMOBUD)
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Set Up –
Human Resources
 Employee Class Rules (PTRECLS)
 Earnings Code Rules (PTREARN)
 Benefits/Deduction Rules (PTRBDCA)
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Set Up –
Position Control
 Fiscal Year (NBAFISC)
 HR/Finance Set Up Rule (NTRFINI)
 Actual Fringe Budgeting (NTRFRNG)
 Fringe Charge Back Rule (NTRFBLD)
 Salary Group Rule (NTRSGRP)
 Salary/Rate Structure Rule (NTRSALA)
 Mass Salary Table Roll Rules (NTRSTRL)
 Position Class Rule (NTRPCLS)
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Set Up –
Position Definition and Salary Budget
 Position Definition (NBAPOSN)
 Position Salary Budget (NBAPBUD)
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Set Up Review
 Which Banner form allows you to identify valid fiscal
years in Human Resources?
 Which Banner form enables you to define rules for
interfacing data from Banner Human Resources to Banner
Finance?
 Which form enables you to associate budget and
accounting information with a position?
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Processing / Interface to Budget
Objectives
At the end of this section, you will be able to
 roll salary tables from one fiscal year to the next
 update salary tables
 increase or decrease position budget amounts by
employee class
 create a working budget
 verify positions
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Processing/Interface to Budget
Objectives, continued
At the end of this section, you will be able to
 extract COBRA and budget data for Finance System
interface and updates the position totals
 pass NHPFIN1 transactions to the Finance system
 move Position Control budget information from the
Position Control module into the Finance Budget tables
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Processing
Creating a Working Budget – Forms and Processes
 Mass Salary Table Roll Rules Form (NTRSTRL)
 Salary Table Update Process (NBPMASS)
 Budget Roll Rules Set up (NBAPBUD)
 Budget Roll Set up (NTRBROL)
 Budget Roll Process (NBPBROL)
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Processing
Preparing for the New Fiscal Year
 Mass Salary Table Roll Rules Form (NTRSTRL)
 rolls your salary tables from one year’s group to the next year’s
group
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Processing
Updating Salary Tables
 Salary Table Update Process (NBPMASS)
 allows you to first run in Report mode which does not update the
database
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Processing
Establishing Position Roll Rules
 Positions will roll based on the roll rules established on
the Position Budget Form (NBAPBUD).
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Processing
Preparing to Roll to Working Position Status
 Budget Roll Process Parameter Rule Form (NTRBROL)
 allows you to increase or decrease position budget amounts by
e-class
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Processing
Creating a Working Budget
 Budget Roll Process (NBPBROL)
 executes budget roll (including fringe benefits, if desired) from
one fiscal year to another
 results are posted to the Position Totals block and the Fringe
Total block of the Position Budget Form (NBAPBUD)
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Processing
Verifying the Positions
 once you have completed your roll verify the positions on
NBAPBUD
 you can also use the worksheet Budget Worksheet Report
(NBRBWRK) to verify your results
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Interface to Budget Development
NBPBROL
Working Budgets Created
NBPBUDM
(only if using
fringe charge backs)
NHRTBUD
Table
NHPFIN1
Budgets Approved
(Payroll and HR)
NHPFIN2
NHPFIN2
NHRFINC
GURFEED
Table
Finance Document
Number created for
GURFEED and
NHRTBUD
NHRDIST
Table
Finance Processes
to put in Budget
Development
Salary Reporting and
use of NHIDIST and
NHIEDST forms
Working Budgets
Approved: Finance
Processes to GL
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Interface to Budget Development
Processes used:
 Budget Roll Process (NBPBROL)
 Budget Maintenance Process (NBPBUDM)
 Finance Extract Process (NHPFIN1)
 Finance Interface (NHPFIN2)
 Finance Budget Feed Process (FBRFEED)
Budget Development Only
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Interface to Budget Development
Calculating Salary and Fringe Benefit Encumbrance Amounts
 Budget Maintenance Process (NBPBUDM)
 spreads budget amounts to position labor distributions
 calculates salary and fringe benefit encumbrance amounts for both
installation and external funding sources, assigns encumbrance
document and sequence numbers, and assigns labor distribution
overrides where appropriate
 needed only when using the fringe chargeback method
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Interface to Budget Development
Running the Finance Interface Extract
 Finance Interface Extract (NHPFIN1)
 extracts COBRA and budget data for Finance System interface
and updates the position totals
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Interface to Budget Development
Running the Finance Interface Report
 Finance Interface Report (NHPFIN2)
 passes NHPFIN1 transactions to the Finance System and
provides an optional report detailing the data extracted and
passed to Finance
 moves budget transactions from NHRFINC to the General
Collector table (GURFEED)
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Interface to Budget Development
Running the Finance Budget Feed Process
 Finance Budget Feed Process (FBRFEED)
 moves Position Control budget information from the Position
Control module into the Finance Budget tables
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Interface to Budget Development
Approving Positions
 Budget Roll Process (NBPBROL)
 executes budget roll (including fringe benefits) from one fiscal
year to another
 results are posted to the Position Totals block and the Fringe
Total block of the Position Form (NBAPOSN)
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Interface to Budget Development
Querying Payroll Distribution Data
 Labor Distribution Data Inquiry Form (NHIDIST)
 provides query access to all payroll distribution data
 displays earnings and/or benefit data for the Chart of Accounts,
FOAPAL elements, category, and date range entered in the Key
block
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Processing Review
 Which Banner form allows you to do mass salary
increases on your salary tables by a percentage, a flat
amount, or a combination of the two methods?
 Which Banner process extracts COBRA and budget data
for Finance System interface and updates the position
totals?
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Fringe Budgeting Objectives
At the end of this section, you will be able to
 budget fringes using actual amounts
 perform percentage-based fringe budgeting
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Fringe Budgeting
Identifying Actual Fringe Amounts
 Fringe Budgeting Rules Form (NTRFRNG) is
 identifies Actual Fringe Amounts for each Individual Deduction
 use this form if your institution is utilizing actual fringe calculation
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Fringe Budgeting
Performing Percentage-Based Fringe Budgeting
 Fringe Charge Back Rules Form (NTRFBLD)
 performs percentage-based fringe budgeting by employee class
 use this form if your institution is utilizing the Fringe Chargeback
method
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Fringe Budgeting Review
 Which Banner form identifies Actual Fringe Amounts for
each Individual Deduction?
 Which Banner form performs percentage-based fringe
budgeting by employee class?
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Banner Delivered Reports
Objectives
At the end of this section, you will be able to identify Banner
reports and queries associated with position control.
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Banner Delivered Reports
Position Control Reports
 Position Report (NBRPOSN)
 Position Status Exception Report (NBRPSTA)
 Budget Worksheet Report (NBRBWRK)
 Position Class Listing (NBRPCLS)
 Position Class Incumbent Report (NBRPINC)
 Budget Distribution Report (NHRBDST)
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Banner Delivered Reports
Position Control Queries
 Position Budget Totals Inquiry (NBIBTOT)
 Fringe Charge Back Budget History Inquiry (NBIBHSC)
 Fringe Actual Budget History Inquiry (NBIBHSF)
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Summary/Review Course Goals
In this course, we have provided you with the knowledge
and practice to set up and maintain Position Control and
Position Budgeting.
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Questions and Answers
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Thank you for your participation
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