Transcript MIS Employee Reporting With Banner HR (almost)

MIS Employee Reporting With
Banner HR
(almost)
Lee McDonald
College of the Sequoias
Raj Doshi
Kern Community College District
6-APR-2005
Overview
MIS Data Elements – Where in Banner
 Banner MIS Processes
 Data Entry
 A Few Problem Areas
 Conclusion

What We Want

EB file – Employee Demographic
– Due in November for all employees
– Due with Term End data for faculty
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EJ file – Employee Assignment
– Due in November for all employees
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XE file – Section Assignment
– Due with Term End data
EB File Elements

GI90 RECORD CODE
– "EB"
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GI01 DISTRICT-COLLEGE-IDENTIFIER
– GTVDICD

GI03 TERM-IDENTIFIER X(03)
– PEPEDEX parameter 5
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EB00 EMPLOYEE-IDENTIFIER
– SSN from SPAPERS or Banner ID if no SSN
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EB01 EMPLOYEE-IDENTIFIER-STATUS
– S for SSN or C if Banner ID
EB File (cont)
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EB02 EMPLOYEE-BIRTH-DATE
– SPAPERS
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EB03 EMPLOYEE-GENDER
– SPAPERS
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EB04 EMPLOYEE-ETHNICITY
– SPAPERS, STVETHN
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EB05 EMPLOYEE-CITIZENSHIP
– SPAPERS, STVCITZ
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EB06 EMPLOYEE-DISABILITY-STATUS
– GOAMEDI – Primary Disability has been checked
– STVMEDI
EB File (cont)
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EB07 EMPLOYEE-EEO6-OCCUPATION-ACT
– MIS Occ Code on PTVESKL (Employee Class)
– Employee Class on NTRPCLS (Position Class)
– Position Class on NBAPOSN
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EB08 EMPLOYEE-EMPLOYMENT-CLASSIF
– PTVEGRP (Employee Group)
– Employee Group on PEAEMPL
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EB09 EMPLOYEE-EMPLOYMENT-STATUS
– First character of PTVJCTY Code
– Job Change Type on PTRJCRE (Job Change Reason)
– Change reason on second screen NBAJOBS
EB File (cont)
EB10 FILLER
 EB11 EMPLOYEE-CONTRACT-DURATION

– MIS EEOG Code on PTVEEOG
– PTVEEOG and PTVESKL have Employer indicators that
must match GUAINST Installation – can only be viewed and
set with SQL
– EEO Contract Group on PTRECLS Regulatory Screen
– Employee Class on PEAEMPL

EB12 EMPLOYEE-ANNUAL-SALARY
– View on PEISTAN, calculated by PEPCSAL
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EB13 EMPLOYEE-ANNUAL-STIPEND 9(06)
– View on PEISTAN, calculated by PEPCSAL
EJ File – Employee Assignment

GI90 RECORD CODE
– "EJ"
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GI01 DISTRICT-COLLEGE-IDENTIFIER
– GTVDICD
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GI03 TERM-IDENTIFIER
– PEPAEXT parameter 5
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EB00 EMPLOYEE-IDENTIFIER
– SSN from SPAPERS or Banner ID if no SSN
EJ File (cont)
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EJ01 EMPLOYEE-ASSIGNMENT-TYPE
– Non-Faculty – NTRPCLS Employee Skill is not '2‘
» If EB07=1, First character is A, other wise S
» Second character determined by NBAJOBS Status
– Faculty
» Instructional – SIAASGN/SIALVAS - Asty (first 2 characters)
STVASTY
» Non-Instructional – Non-Instructional Assignment screen of
SIAASGN/SIALVAS – Asty (need to scroll to see)
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EJ02 EMPLOYEE-ASSIGN-LEAVE-STATUS
– Non-Faculty
» Second character of Job Change Type on PTRJCRE or ‘Y’
– Faculty
» Third character of Asty on SIAASGN/SIALVAS or ‘Y’
EJ File (cont)
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EJ03 EMPLOYEE-ASSIGNMENT-ACCOUNT
– Non-Faculty
» FTVPROG (Program Code, ASA from Budget & Acct Manual)
» Prog on NBAJOBS Labor Distributions Screen
– Faculty
» Instructional – TOP code from SSAOVRR or SCADETL Supplemental
screen for assigned section SIAASGN/SIALVAS
» Non-Instructional – TOP Code on Non-Instructional screen of
SIAASGN/SIALVAS
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EJ04 EMPLOYEE-ASSIGNMENT-WEEKLY-HRS
– Non-Faculty
» Calculated from NBAJOBS Hours per Day and Appt%
– Faculty
» Weekly Contact from SIAASGN/SIALVAS
EJ File (cont)
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EJ05 EMPLOYEE-ASSIGN-HR-RATE
– NBAJOBS –Job Detail screen - Rate
EJ06 FILLER 9(04) 035-038
EJ07 FILLER 9(06) 039-044
EJ08 EMPLOYEE-ASSIGNMENT-FTE
– Non-Faculty – NBAJOBS FTE
– Faculty – Calculate from section information
XE File – Section Assignment

GI90 RECORD-CODE
– "XE"
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GI01 DISTRICT-COLLEGE-IDENTIFIER
– SERXEREC Parameter 1
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GI03 TERM-IDENTIFIER
– SERXEREC Parameter 4
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CB01 COURSE-DEPARTMENT-NUMBER
– SSASECT Subject
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XB00 SECTION-IDENTIFIER
– SSASECT Crse Number
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EB00 EMPLOYEE-IDENTIFIER
– SSN from SPAPERS or Banner ID if no SSN
XE File (cont)
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XF00 SESSION-IDENTIFIER
– SSASECT Instructor screen
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XE01 FACULTY-ASSIGNMENT-TYPE
– Type on SIAINST Faculty Contract Block
– STVFCNT, SIAFCTR
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XE02 FACULTY-ASSIGNMENT-PERCENT
– SIAASGN % Res
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XE03 FACULTY-ASSIGNMENT-FTE
– Calculated from SIAASGN and SSASECT
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XE04 FACULTY-ASSIGNMENT-HR-RATE
– NBAJOBS Rate
Creating the Files
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PEPCSAL – Calculate Salary
PEISTAN to review (one person at a time)
PEPEDEX – EB File
– Create Data – Y
– Create Tape – N
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PDADEMO to review and fix
PEPEDEX
– Create Data – N
– Create Tape – Y
Creating the Files (cont)
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PEPAEXT – EJ File
– Create Data – Y
– Create Tape – N
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PDAASGN to review and fix
PEPAEXT
– Create Data – N
– Create Tape – Y
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SERXEREC – XE File
– submitted with other section related files
Where Do We Enter the Data?
SIAASGN
POSN and Suffix must match correct job
 Asty –Assignment Type needed
 Used for both EJ and XE files
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SIAASGN
PEAEMPL
NBAPOSN
NBAJOBS (second screen)
NBAJOBS Labor Distribution
STVASTY
Areas With Problems

PEPAEXT
– Doesn’t include people whose primary job is
non-faculty, but have a secondary job as faculty
– Need a way to exclude certain ECLS (students,
Board members)
– Looks for jobs with a job change in the report
period instead of active jobs in the report period
Problems (PEPAEXT cont)
– Insufficient decimal places in workload
calculation
– Leave status not defaulting to correct value
– Hispanic Ethnicity code is wrong
Problems (cont)
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PEPEDEX
– In some cases, selecting too many people, need
to use term code in some selects
– Only reporting EE06-Occupational-Activity
code if it changed during the period
– Using incorrect default Employment Status
(may have been fixed)
Problems (PEPEDEX cont)
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SERXEREC
– Can’t split teaching assignment between regular
and overload job
– Doesn’t prevent putting incorrect POSN and
suffix into SIAASGN – no error generated from
report – assignment doesn’t get reported
– Too many records selected during process
under some conditions
Options if Setup Not Perfect
Change your data to match what is expected
(easier said than done)
 Use a script to fix data in PDADEMO or
PDAASGN
 Modify the programs to substitute the
correct values for yours
 Add an MIS column to table and change the
selects in the programs
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And now you can do it!
Questions??
 Contact us

– [email protected]
– [email protected]
Access database available with MIS related
validation and rules tables available (along with
this presentation and Banner and MIS docs)
 Thank you
