Banner Human Resources and Position Control User Guide 8.14.1 and 9.3.5 December 2017 Notices Notices © 2014- 2017 Ellucian Ellucian. Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question. In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting, and other similar professional services from competent providers of the organization's own choosing. Ellucian 2003 Edmund Halley Drive Reston, VA 20191 United States of America ©1992-2017 Ellucian. Confidential & Proprietary 2 Contents Contents System Overview....................................................................................................................... 22 Application summary................................................................................................................... 22 Department work flow................................................................................................................. 22 Process work flow....................................................................................................................... 23 Biographic/Demographic Administration........................................................................26 About biographic/demographic administration............................................................................ 26 Identify a new person or entity in banner...................................................................................27 Enter name and ID information............................................................................................ 27 Enter address........................................................................................................................28 Enter other required information...........................................................................................28 Update biographic or demographic information for an identified person or entity.......................29 Maintain certification information.................................................................................................30 Enter job experience information................................................................................................ 31 Enter coded comments............................................................................................................... 31 Enter free-page comments......................................................................................................... 31 Enter job reference information.................................................................................................. 32 Enter diploma or degree data.....................................................................................................32 Enter transcript data....................................................................................................................33 Enter examination information.................................................................................................... 33 Enter publication information...................................................................................................... 34 Enter skill information..................................................................................................................34 Create a telephone record..........................................................................................................34 Create an international telephone record................................................................................... 35 View address, telephone, or mail delivery information............................................................... 35 View the skill set in your enterprise............................................................................................35 Add an employee to a system-generated letter......................................................................... 36 Employment Administration Overview.............................................................................37 Hire a New Employee.................................................................................................................38 Enter Key Block Information for New Hire........................................................................... 38 Enter Biographic/Demographic Information for New Hire.................................................... 39 Enter Address/Telephone Information for New Hire.............................................................39 Enter Employee Information for New Hire........................................................................... 40 Enter Job Information for New Hire..................................................................................... 40 Save New Hire Data.............................................................................................................41 Create Automated PIN for New Employees............................................................................... 41 Leave Administration...................................................................................................................42 Change Employee Status.....................................................................................................42 Enter Key Block Information to Change Employee Status............................................ 42 Terminate Employees........................................................................................................... 44 Complete Job Information When Terminating Employees.............................................45 Additional Changes When Terminating Employees.......................................................46 Adjust Encumbrance Information When Terminating Employees............................47 ©1992-2017 Ellucian. Confidential & Proprietary 3 Contents Adjust the Contract End Date................................................................................. 47 Establish Default Earnings...................................................................................... 47 Complete Deduction Information....................................................................................48 Save Termination Data...................................................................................................49 Warning Messages When Terminating Employees................................................. 49 Error Messages When Terminating Employees...................................................... 50 Complete Other Termination Procedures (Optional)......................................................50 COBRA Processing When Terminating Employees................................................ 50 Short Term Leave Processing When Terminating Employees................................ 50 Place Employees on Leave..................................................................................................51 Complete Job Information When Placing Employees on Leave....................................51 Additional Changes When Placing Employees on Leave..............................................53 Adjust Encumbrance Information When Placing Employees on Leave...................53 Update Default Earnings When Placing Employees on Leave............................... 54 Change Labor Distribution When Placing Employees on Leave.............................54 Change Deduction Information...................................................................................... 54 Save Employee Leave Data.......................................................................................... 55 Warning Messages.................................................................................................. 55 Error Messages When Placing Employees on Leave............................................. 55 Step 6—(Optional) Complete Other Leave Procedures................................................ 56 COBRA Processing When Placing Employees on Leave.......................................56 ROE Processing...................................................................................................... 56 Short Term Leave Processing When Placing Employees on Leave....................... 56 Return Employee From Leave............................................................................................. 56 Complete Return from Leave Information......................................................................56 Complete Job Information When Returning Employee from Leave...............................57 Additional Changes When Returning Employees from Leave.......................................59 Adjust Encumbrance Information When Returning Employees from Leave............59 Update Default Earnings When Returning Employees from Leave.........................59 Change Labor Distribution When Returning Employees from Leave...................... 60 Change Employee's Deduction Information...................................................................60 Save Returning Employee Data...................................................................................