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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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SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT Matrix, SCT Plus, and SCT PocketRecruiter are trademarks or registered
trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.
© 2003-2004 SunGard
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