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CLIQ-ing through Banner:Employee Profile
presented byTerry Beard and Brad Smith
Library and Information ServicesInstitutional Systems
C.L.I.Q.Dickinson College
General Announcements• Please turn off all cell phones/pagers• If you must leave the session early, please do so
as discreetly as possible• Please avoid side conversations during the
session.• Please feel free to ask questions at any time
during the session.
Thank you for your cooperation!
C.L.I.Q.Dickinson College
Background• DataTel to Banner – the time was right• Disparate systems• Banner access not required to deliver secured
information to the desktop.• Needed a consolidated way to retrieve information
for all departments in a flexible yet easy to maintain environment
• Easy to use
C.L.I.Q.Dickinson College
Technically speaking…• ColdFusion framework• In house development commencing Spring 2005• ColdFusion Reports• MS Access and Oracle databases• Interactions with Banner, R+, Nolijweb• Secure – SSL / Authentication / Authorization• Available via Luminis Portal• Adobe Flex 2
C.L.I.Q.Dickinson College
It’s all in a name• August 2006 released to Faculty and Staff as
Class List & Interactive Queries• Due to growth in functionality, rebranded as
College Lists & Information Queries• Currently has over 40 functions• Wide array of users including Faculty, Registrar,
Admissions, Mail Room, Development Office• Has become a critical application
C.L.I.Q.Dickinson College
Functionally speaking…
• Profiles– Students– Employees
• Faculty– Advisee Lists– Class Lists– Majors Lists
• Mail Room– HUB boxes– labels
• Development– Report of Gifts– Prospects– Ask Amounts
• Admissions– Import– Outreach
• Media– Dean’s List– Grad List– Student
Updates
C.L.I.Q.Dickinson College
PEAEMPL
PPAIDEN
PPACMNT
PEALEAV
PEAREVW
NBAJOBS
PDADEDN
PDABENE
PDABCOV
etc., etc….
C.L.I.Q.Dickinson College
Administration 101
Functions UsersRoles
• Simple and flexible structure• Some roles allow a parameter to be passed• Role verification applied to ColdFusion templates• Administration can be delegated to power users
C.L.I.Q.Dickinson College
CLIQing for Human Resources• July 2007 released to Human Resources.• Wide array of users including HR, Department
Heads, Supervisors, Public Safety.• Phased roll-out to Campus groups in October,
2007.
C.L.I.Q.Dickinson College
• HR Management• HR Staff• Payroll Manager• Student Payroll• Supervisors• Directors• Senior Management• Public Safety• Campus Services
The Key Roles
C.L.I.Q.Dickinson College
Human Resource Blocks• Demographics
– Contact Info– Job info– Photo– Emergency
Contacts
• Job History– Performance– Job Changes– Labor Distribution
• Faculty Info– Tenure Data– Leave Time
• Benefits– Medical– Retirement– Voluntary– Flex Spending– Dependent
Information
• Payroll– Leave Time– Tax Information
• Miscellaneous– Certifications– Committee
Memberships– Comments
C.L.I.Q.Dickinson College
Block MatrixHR Staff Student Payroll Supervisors Public Safety
CLIQ Block
Sees All Employees
Sees all Student Employees
Sees All Employees they Supervise
Sees All Employees
Current Job Information
No Salaries X No Salaries No
Personal Demographics
X X NO NO
Dependent Information
X NO NO Note 3
Phone X X Note 2 X
Leave Time X NO X NO
Contact Information
X X Note 1 X
Note 1: Do Not Display if Confidential Flag is ‘ON’.
Note 2: Do not Display if Phone is coded as an “Unlisted Phone Number”
Note 3: Exclude Dependents with Relationship Code that is protected by Privacy Laws
C.L.I.Q.Dickinson College
PEAEMPL
PPAIDEN
PPACMNT
PEALEAV
PEAREVW
NBAJOBS
PDADEDN
PDABENE
PDABCOV
etc., etc….
C.L.I.Q.Dickinson College
Employee Profile• Comprehensive view of an employee’s
employment information• Includes information that while retrievable from
Banner, would require the user to access several screens
• Look up by Banner ID or user name• Can be printed to PDF
C.L.I.Q.Dickinson College
Employee Profile Security• Secured by previously defined roles.• Salary information further secured by role definitions within
‘blocks’ of data.• Respects the ‘Confidential Flag’ in Banner for most roles.
(exception: HR and Public Safety)• Respects the ‘Unlisted Phone Number Flag’ in Banner for
most roles. (same exceptions as above)• Respects privacy laws regarding dependents, spouses,
and domestic partners for all roles.
C.L.I.Q.Dickinson College
Employee Profile
C.L.I.Q.Dickinson College
CLIQ 2.0• Complete migration of CLIQ database to Oracle• Enhance user experience• Implement ColdFusion 8• Add additional administrative functionality• Release in January 2008
C.L.I.Q.Dickinson College
Questions and Answers