Transcript Banner Human Resources/Payroll System Replacement Project

Banner Human
Resources/Payroll
Implementation Project
Banner HR/Payroll Implementation Project Data Sheet
Project Goal
Implement the Banner Human Resources/Payroll
systems provided through SunGard Higher
Education (SGHE).
Project Objectives
Enable EWU staff to:
 Process applicants
 Manage personnel, benefits, and positions
 Monitor compensation, labor relations,
and health and safety
 Administer budgets
 Process payroll in an efficient, integrated
manner
Project Organization
Executive Sponsor: Mary Voves
Project Sponsor: Toni Habeggar
EWU Project Manager: Paula Hall
SGHE Project Manager: Linda Wooden
Functional Project Team Leads:
 Caren Lincoln, Human Resources
 Janis Bliss, Benefits
 Tesha Kropidlowski, Budget Services
 Kathy Sawtells, Payroll
 Anne Gehr, Functional Techs
 Erick Keating, Office of Information
Technology
Scope – Included
Banner Human Resources/Payroll system
modules:
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Benefits/Deductions Administration
Biographic/Demographic Information
Compensation Administration
Electronic Approvals
Employee Relations Administration
Employee Self-Service
Employment Administration
Faculty Administration
Health & Safety Administration
Position Management
Time Entry/Payroll Processing
Web Time Entry
People Admin (3rd Party Software)
Scope – Excluded

Personnel Services Budgeting (deferred
until FY2011)
Under Consideration
 Student Employment Module
Scope – Related Projects
 AppWorx –System Scheduler/Sequencer
 IntelleCheck – Custom ACH/Check
Production
 Luminis – Web Portal
 WorkFlow – Document/Communication
Routing
Project Budget
Project Budget maintained by Toni Habegger.
Schedule/Milestones
Start Business Process Analysis
Start Functional Training
Banner HR/Payroll Modules Live
Subsequent Integration complete
Project Close-out complete
Oct. 2007
Nov. 2007
Jan. 2009
Fall 2009
Dec. 2009
Key Deliverables
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Project Plan, including Task and Resource
management and tracking
Communication Plan
End-user Training Plan
Business Process Analysis documentation
Report designs
Forms designs
Required interfaces
Banner HR/Payroll Implementation Project Data Sheet
Assumptions
 Legacy systems will remain in place and
be supported as required for regulatory
compliance until implementation of the
replacement module.
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Necessary resources (e.g. facilities,
people, and supplies) will be identified
and provided to ensure project success.
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This project will take priority over other
job responsibilities for members of the
Project Teams, as agreed to by their
supervisors.
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Project teams are committed to utilizing
the functionality in the baseline SGHE
products, and will adapt processes and
requirements to be consistent with such
Baseline functionality. Where such
adaptation is not feasible, system
modification requests will be considered
per the criteria and process outlined in
section 9.3.1 of the PDD.
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Training on Banner will be provided for
all departments and individuals in a
manner appropriate for job
responsibilities.
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Oracle Discoverer will be the centrally
supported, standard reporting tool.
Project Knowledge Repository
 TALONS website:
http://www.ewu.edu/x48455.xml
 Banner HR Implementation Blackboard
Course. http://blackboard.ewu.edu
Project Contact:
Paula Hall, Project Manager
312 Showalter Hall
(509) 359-6615 Office
(509) 359-6777 Fax
[email protected]
Banner HR/Payroll Implementation
Project Timeline
“TAKING FLIGHT”
Oct-07 – Apr-08
Functional User Training
Project Planning
Completed
Nov-07
Dec-07
Jan-08
System Prototype
Development
Feb-08
Mar-08
Apr-08
Oct-07
Apr-08
“LEARNING TO SOAR”
May-08 – Dec-08
End User Training Begins
System Prototype Development
5/5
Data Conversion
Jun-08
Jul-08
Aug-08
Sep-08
Oct-08
Parallel Test 1
10/4
May-08
Nov-08
Dec-08
Parallel Test 2
Parallel Test 3
11/3
12/1
Dec-08
“THE EAGLE HAS LANDED”
Jan-09 – Jun-09
Human Resources/Payroll “GO LIVE”
EPAF Phase Start
Feb-09
Jan-09
EPAFs & Training
Mar-09
Apr-09
May-09
Jun-09
Jun-09
Banner HR/Payroll Implementation Project
Scope
In Scope:

Benefits/Deductions Administration

Biographic/Demographic Information

Compensation Administration

Electronic Approvals

Employee Relations Administration

Employee Self-Service

Employment Administration

Faculty Administration

Health & Safety Administration

Payroll History

Position Management

Time Entry/Payroll Processing

Web Time Entry

People Administration (3rd Party Software)
Not in Scope:
Personnel Services Budgeting (deferred until 2011)
Under Consideration:
Student Employment Module implementation
Related Projects:
AppWorx
System Scheduler/Sequencer
IntelleCheck Custom ACH/Check Production
Luminis
Web Portal
Work Flow
Document/Communication Routing
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Banner HR/Payroll Implementation Project
Project Management Organization
Mary Voves,
V.P.Business & Finance
Executive Sponsor
HRPR PROJECT MANAGEMENT TEAM (PMT)
Toni Habegger, AVP Business & Finance
Project Sponsor
Paula Hall, EWU
Project Manager
Caren Lincoln
Human Resources
Kathy Sawtells
Payroll
Linda Wooden
SunGard Project
Manager
Tesha Kropidlowski
Budget
Jan Bliss
Benefits
Anne Gehr
Functional Tech.
Erick Keating
IT Tech.
PMT
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Banner HR/Payroll Implementation Project
Project Teams
HRPR
PMT
Human Resources
Benefits
Budget
Payroll
Caren Lincoln
Jan Bliss
Tesha Kropidlowski
Kathy Sawtells
Technical Enterprise
Systems
Erick Keating
Kimberlee Davis
Vara Lynn Conrath
Keri Miller
Chad Johnson
Carol Hawkins
Lori Kory*
Anne Gehr
Kimberlee
Davis
Jeri Morgan
Caren Lincoln
Kendra Kelly
Kimberlee Davis
Jeri Morgan
Anne Gehr
Kathy Sawtells
Cathie Moeller
Chris Bethely
Jeri Morgan
Eva
Cunningham
Leio Heyenrath
Vara Lynn
Conrath
Dean McMinn
Tammy Felicijan*
Kimberlee
Davis*
Valan Franklin
Pete Moradi*
Keri Miller*
Greg Fortune
Jane Button*
Jamie Kelp*
Anne Gehr
Lan Pho
Dan Scanlan
Jan Bliss
Caren Lincoln
Functional
Tech
TBH
Specialist
TBH
Specialist
Nate Shearer*
Admir
Djulovic*
Mark Schuller*
Susan Hime
John Gasper*
*Team Resource/Support
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Banner HR/Payroll Implementation Project
Work Groups
HRPR
PMT
Communications
Paula Hall
Data Standards
Caren Lincoln
Marg Rogers
Business & Finance
Kandi Carper
University Relations
Jeannette Phillips
DIEO
Connie Brady
Academic Affairs
Jodie Knox
End-User Training
Lori Kory
Human Resources
Karen Marsh
Student Affairs
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End User Training
Jeri Morgan
Payroll
Teresa Martin
Institutional Research
Debbie Fockler/
Shannon Flynn
Student Affairs
Annette Skaer
Academic Affairs
Kimberlee Davis
Academic Personnel
Jan Bliss
Benefits
Jodie Knox
Reporting
TBD
Forms
Security
Carlila Hughes
Dennis Wilson
Patrice Fournier
End-User Training
Jeri Morgan
Payroll
Jeri Morgan
Payroll
Kathy Sawtells
Payroll
Jan Bliss
Benefits
Teresa Martin
Institutional Research
Jan Bliss
Benefits
Larry McCully
DIEO
Jan Bliss
Benefits
Jeri Morgan
Payroll
Kimberlee Davis
Academic Personnel
Caren Lincoln
Human Resources
Tesha Kropidlowski
Budget
Caren Lincoln
Human Resources
TBD
HR Data Custodian
Jan Bliss
Benefits
Caren Lincoln
Human Resources
Greg Fortune
ODS
Kimberlee Davis
Academic Personnel
Tesha Kropidlowski
Budget
Keri Miller
Career Services
Lan Pho/Caren Lincoln
Human Resources
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Keri Miller
Career Services
Kimberlee Davis
Academic Personnel
Kimberlee Davis
Academic Personnel
Susan Himes
IT Security
Shannon Flynn
Financial Aid
Chuck Roper
Finance Data
Custodian
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Banner HR/Payroll Implementation Project
Contact List
Project Management Team
Name
Jan Bliss
Anne Gehr
Toni Habegger
Paula Hall
Erick Keating
Tesha Kropidlowski
Caren Lincoln
Kathy Sawtells
email
phone
[email protected]
x2488
[email protected]
x4697
[email protected]
x6373
[email protected]
x6615
[email protected]
x6991
[email protected] x7364
[email protected]
x2384
[email protected] x6614
Team/Work Group Leads
Team
Benefits
Budget
Comm
Data Standards
ES Tech
EU Training
Forms
Functional Tech
HR
Payroll
Payroll
Reporting
Security
Name
Jan Bliss
Tesha Kropidlowski
Paula Hall
Caren Lincoln
Erick Keating
Jodi Knox
Carlila Hughes
Anne Gehr
Caren Lincoln
Jeri Morgan
Kathy Sawtells
Anne Gehr
Dennis Wilson
email
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
phone
x2488
x7364
x6615
x2384
x6991
x6341
x6995
x4697
x2384
x6369
x6614
x4697
x6372
TALONS website: http://www.ewu.edu/x48455.xml
Banner HR Implementation Blackboard course: http://blackboard.ewu.edu/
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