Banner Finance and Human Resources 7.x Upgrade

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BannerFinance and Human Resources

7.x Upgrade

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Presenters

• Carol PowersUSNH, Associate Director of Human Resources for Information Services

• Amanda Riecks-KurshinskyUSNH, Human Resources, Information Technologist

• Alice SamuelUSNH, Director of Financial Administration Systems Team

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Overview

• Introduction and General Information• Internet Browser Requirements• New Java 2 Runtime Environment [JRE] Software • The New General Menu• New Icons• Pop-up Options Menu• Other Changes• Tabbed Forms• Specific Changes to Some Commonly Used Forms

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Introductionand General Information• Version 7.x of Banner HR & Finance will be

implemented at the University System of New Hampshire on the weekend of May 19, 2007.

• Most of the changes in Banner 7.x are changes to navigation and the general look and feel of the system. However, there are changes to some forms which will be mentioned.

• Look and feel changes described below do not apply to WISE.

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Internet Browser Requirements

***IMPORTANT***Internet Explorer Version 6 is requiredPop-ups must not be blocked before you log into Banner

• Banner displays some messages in pop-up windows. If your session appears to be locked [you cannot enter any data or navigate the form] it may be because pop-ups are blocked.

Correcting the Pop-Up Blocker setting in Internet Explorer after logging into Banner will cause your session to be disconnected. Exit your session, turn off the pop-up blocker in Internet Explorer [Tools > Pop-Up Blocker > Turn off Pop-up Blocker] then reconnect to Finance/HR Banner Production [BRPD]

• Links require Pop-upsThe links accessible off of the main menu use pop-up windows.

• Also, recent installation of a new internet applications may result in the loss of the ability to view Banner links because they are being blocked by the program [Google, Yahoo Toolbar, Viewpoint, or AIM]. You may need to remove the program and restart your browser.

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New Java 2 Runtime Environment Software

• The new version of Banner (7.x) requires the installation of the Java 2 Runtime Environment [JRE] software version 1.4.2_12.

• The JRE software replaces the JInitiator software currently installed on your computer.

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New Java 2 Runtime Environment Software

• To ensure a smooth transition to Banner 7.x, installation of [JRE] software must occur PRIOR TO the Banner upgrade.

• Installation can be completed successfully ONLY by Windows users who have ADMINISTRATOR PRIVILEGES.

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New Java 2 Runtime Environment Software

• There are known issues with using Banner 7.x and JRE version 1.5, therefore Enterprise Computing recommends uninstalling version 1.5 and disabling automatic updates.

• For more information and detailed instructions on installing the JRE software, please go to: www.usnhgateway.org

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For Assistance

• Banner HR Forms SecuritySend email to STHR.Team@unh.edu or call Carol Powers at 603.862.0992.

• Other Banner QuestionsKSC Help Desk- 603.358-2532ORUNH CIS Help Desk- 603.862.4242

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The New General Menu

• For this release, several changes were made to enhance the main menu.

• The following screen shot is a representation of what the main menu will look like, but some things may be different when implemented at USNH.

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The New General Menu

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The New General Menu

Improved Screen ResolutionMonitor display settings are recommended to be 1024 x 768 for full screen display.

Increased screen resolution means more data is visible on one screen and that means less scrolling.

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The New General Menu

Updated ToolbarThe complete toolbar is now accessible on the main menu.

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The New General MenuUpdated ToolbarEvery button has a tool tip.

Banner Bookshelf is no longer on the toolbar. To access the Bookshelf, go to http://www.usnhgateway.org/ and select the documentation pull down menu. Then select the version of Banner that you are using.

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The New General Menu

Go To…

Formerly the “Go” field…

List of Recently Accessed FormsUse the up & down arrow keys to scroll through recently accessed forms.

Launch a QuickFlow

Direct Access - Accessible within a form by using F5 function keyWARNING: The form you open via direct access opens on top of the form you had open previously. Please use caution when using this functionality, as having too many forms open can result in Oracle errors.

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The New General Menu

New LinksHelp Center, My Links, My Institution

Links Not Working?If a new browser window does not open when you click on a link it may be because your Internet Pop-Up Blocker is turned on preventing the window from opening. To get the browser window to display try holding down the Ctrl key when selecting the link.

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The New General Menu

Help Center [Online Help]Indexed and searchable help by module[HR, Finance, etc.]

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The New General Menu

Change Banner PasswordThis link will take you to the Oracle Password Change Form [GUAPSWD] where you can change your BPRD password.

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The New General Menu

Check Banner MessageThis link will take you to the Banner Message Form [GUAMESG].

When you have a message a green check mark appears next to the link.

***The pop-up alert for new messages is no longer displayed. ***

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The New General Menu

Personal LinksInitially these links take you to the General User Preferences Maintenance Form [GUAUPRF].

To Setup a LinkClick on a Personal Link on the main menu

This takes you to General UserPreferences Maintenance Form[GUAUPRF]

Select the My Links tabEnter User Value: for

Your personal link description.Your personal link URL.

NOTE: Changes will only be seen after you exit and log back into Banner.

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The New General Menu

My Institution

This link takes you to www.usnh.eduand the graphic you will see will be the USNH Logo

Links Not Working?If a new browser window does not open when you click on a link it may be because your Internet Pop-Up Blocker is turned on preventing the window from opening. To get the browser window to display try holding down the Ctrl key when selecting the link.

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The New General Menu

Banner Broadcast MessagesThis functionality may be used on a limited basis.

Message generation will be restricted to Carol Powers for HR and Alice Samuel for Finance.

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The New General Menu

Display Options Tab[Display Options, Alert Options, Data Extract & User Interface Color Settings]

It is recommended that users use the defaults provided.

File > Preferences

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The New General MenuFile > Preferences

Directory Options TabIt is recommended that users use the defaults provided.

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The New General MenuFile > Preferences

My Links TabTo Setup a Link

Click on a Personal Link on the main menuThis takes you to General UserPreferences Maintenance Form[GUAUPRF]

Select the My Links tab

Enter User Value: for

Your personal link description.Your personal link URL.

NOTE: Changes will only be seen after you exit and log back into Banner.

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The New General MenuFile > Preferences

Menu Settings TabIt is recommended that users use the defaults provided.

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• New Search icon[Formerly a flashlight and/or magnifying glass.]If an Options List is displayed you may tab among the choices and use Enter or the space bar to make a selection.

• Calendar icon added[The same calendar utility is displayed.You can still enter T in a field to gettoday’s date.]

New Icons

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Pop-up Options Menu• Right click anywhere other than

a field or an icon, on any form, and the options menu pops up.

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Other Changes• Expanded Fields

In many fields the field view has been expanded to allow more characters to be visible.

• Better Block HeadingsThe block headings have been labeled more consistently than in previous versions making it easier to determine which block you’re working in.

• Disabled Text Easier to ViewDisabled text is now black (the same as regular text), making it easier to read. However it is more difficult to visually discern if a field is updatable because the text is the same color.

• Keyboard ShortcutsKeyboard shortcuts for navigation are still available.

• My BannerThis functionality is still available.

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Other Changes

***IMPORTANT***• Use TAB to move between fields on the forms.

Don’t jump to another field using the mouse or you may encounter error messages.

• You should TAB after you enter a date in any format other than dd-Mmm-yyyy, otherwise you might encounter error messages.

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• Tab titles reflect the contents of the window or grouping of information.

• Use any of the following to navigate within tabbed forms: – Mouse – Next Block and Previous Block– Control-Tab and Control-Shift-Tab– Control-Page Down and Control-Page Up– [F2] - the List Tab Pages key to display a list of other tabbed windows on the

form then use the mouse or the Up and Down arrow keys and Enter to select the desired tab.

Tabbed Forms

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Tabbed FormsThe following forms now have a tabbed interface:

GSASECR GUAUPRF NBAJOBS PEIPCSN PEABARG FPAREQN

GSAVPDI PPAIDEN NBAPBUD PEAFDED PEAFACT FRAGRNT

GOAINTL PPAGENL NOAAPSM PEASAHS PEIFACT FRAPROP

GOAFGAC PEAEMPL POIIDEN POABARG PEAFMLA FTMAGCY

GOAFPUB PEAGREV NOAEPAF PCAPERS PPIADDR FTMCUST

GOASEVR PEAHSIN PEA1PAY PEAROEC PTRBDGP FTMFMGR

GOASEVS PDADEDN PPACERT PAAREQU NBICLSH

GOAMTCH PHAADJT PEI1PAY PEAJCDD NBIJLST

GORCMRL PPAAPPL PEAEACC PEIEHIS FTMVEND

GUASRVY PPAAPOS PEAEE01 PEIETOT FPAPURR

GUISRVS PPATELE PEATMVF PEIJTOT FOAIDEN

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Changes to Some Banner HR Forms• Identification Form [PPAIDEN]

• Employee Form [PEAEMPL]

• Employee Search Form [POIIDEN]

• Employee Jobs Form [NBAJOBS]

• Job Changes Detail Display [PEAJCDD]

• Electronic Personnel Action Form [NOAEPAF]

• Electronic Approval Summary Form [NOAAPSM]

• Position Budget Form [NBAPBUD]

• Adjustment Processing Form [PHAADJT]

• Employee Benefit/Deduction Form [PDADEDN]

• Faculty Action Tracking Form [PEAFACT]

• Faculty Information Inquiry Form [PEIFACT]

• Certification Information Form [PPACERT]

• General Information Form [PPAGENL]

• Employee FMLA Form [PEAFMLA]

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Identification Form

PPAIDEN ChangesThe Legal Name window and the ID/Name Maintenance

Information window have been eliminated. This information is now included in the Current Identification window.

Order in which information is displayed is changed.

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Identification Form

When querying PPAIDEN...

if you enter an Invalid ID…the Common Matching Entry form [GOAMTCH] will display. This form is used for PPAIDEN Entry.

RetrySearch using the IDEXIT to return to PPAIDEN and re-enter the ID

Search using the person’s nameEXIT to return to PPAIDEN and search using the name field.

Still can’t find the person?Follow your normal business procedures for requesting assistance with PPAIDEN records.

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Employee Form

PEAEMPL ChangesHiring Location, Leave of Absence

and Termination have been relocated to the General Employee tab

Regulatory Information renamed United States Regulatory

Other Information renamed Canadian Regulatory

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Employee Search Form

• POIIDEN ChangesUsed to search for an employee [available on PEAEMPL]. Especially helpful when you do not know the employee’s ID #. All fields are now visible without scrolling.

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Employee Jobs Form

NBAJOBS ChangesCommonly used to view information about an employee’s job.

New tabs:Base JobJob Detail - defaults herePayroll DefaultDeferred PayMiscellaneous Excluded Deductions/ Benefits Default Earnings – no scrolling Work SchedulesJob Labor Distribution – no scrolling

When viewing older job records you may encounter an error: *ERROR* factor cannot be greater than the Payroll Id’s number of Pays per Year. If you click OK you will be able to view the record. You may have to acknowledge this message for each record.

Select Button – The Select button no longer takes you to the Employee Job History Form [PEIJHIS]

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Job Changes Detail Display Form

PEAJCDD ChangesBlocks renamed

JobsCompensation - all fields visible without scrolling

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Electronic Personnel Action Form

NOAEPAF ChangesThis form is used to process hires, job changes, labor distribution changes, etc.Last Paid Date - Displays at top right after you enter active job [Posn & Suff] information.New tabs:

Transaction (Default) – additional rows addedDefault EarningsJob Labor Distribution – all fields visible without scrollingRouting – additional rows addedOther Information and Comments – combination of Comments and Other PAFInformation windows. Save/Submit no longer available. Must Save thenreturn to Transaction to Submit Transaction.

Transaction: number is not cleared automatically when you Rollback. Can be confusing.Error Messages and Warnings: When errors or warnings exist on the Electronic Approvals Error

Message form [NOIEMSG] everyone must use Next Block to see the messages.

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Electronic Approval Summary Form

NOAAPSM ChangesNew tabs:

Transaction Information – more fields visible, less scrolling Other Information and Comments

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Position Budget Form

• Used to: • View Position budget, salary budget and position labor distributions • Enter salary changes

This form now has tabs, and they are: • Position Budget (Default)

• Salary Budgets • Fringe Benefit

• Premium Earnings • Totals • Labor Distributions • Comments Other Changes 1. All fields visible in the Labor Distributions window without scrolling

NBAPBUD ChangesThis form is used to view position budget, salary budget and position labor distributions;

enter salary changes. New tabs: Position Budget (Default)Salary Budgets – Options > Fringe Benefit & Premium Earnings Totals Labor Distributions – All fields are visible without scrollingComments – Only available when reviewing Salary budgets

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Adjustment Processing Form

PHAADJT ChangesThis form is used by Payroll to process payroll adjustments. New tabs:

Adjustment DetailJob Information – All fields can now be seen.Document Information – More fields are available for viewing without scrollingComments

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Employee Benefit/Deduction Form

PDADEDN ChangesThe One-Time Add/Replace Information window and Arrears block have been

eliminated and the fields are now included on the Add or Replace and Arrears tab.

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Faculty Action Tracking Form

PEAFACT ChangesUsed by HR Offices to track faculty.Some Options have changed

The Appt or Tenure Records action window blocks have been renamed Appointment and Tenure.

The Rank Records action window blocks have been renamed Rank and Decision.

The Faculty Leave Records action window fields are now grouped under the Leave data block.

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Faculty Action Inquiry Form

PEIFACT ChangesBlocks have been renamed as:

Appointment and TenureFaculty LeaveRank

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Certification Information Form

PPACERT ChangesUsed to view Certification / License / Endorsement information.

Three fields relocated to outside of the horizontal scroll area:

Certification DateNext Certification DateExpire Date

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General Information Form

PPAGENL ChangesBlocks renamed in the General Education window

• Institution • Diploma or Degree • Area of Concentration

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Employee FMLA Information Form

PEAFMLA ChangesUsed to track FMLA Leaves of Absence in Banner. Other FMLA Leave Information relocated to main window.

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Questions?