Banner 7.x Upgrade - University System of New Hampshire

Report
Banner
Finance and Human Resources
7.x Upgrade
1
Presenters
• Carol Powers
USNH, Associate Director of Human Resources
for Information Services
• Amanda Riecks-Kurshinsky
USNH, Human Resources, Information
Technologist
• Alice Samuel
USNH, Director of Financial Administration
Systems Team
2
Overview
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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
3
Introduction
and 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.
4
Internet Browser Requirements
***IMPORTANT***
Internet Explorer Version 6 is required
Pop-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-ups
The 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.
5
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.
6
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.
7
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
8
For Assistance
• Banner HR Forms Security
Send email to [email protected] or call
Carol Powers at 603.862.0992.
• Other Banner Questions
UNH CIS Help Desk- 603.862.4242
9
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.
10
The New General Menu
11
The New General Menu
Improved Screen Resolution
Monitor 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.
12
The New General Menu
Updated Toolbar
The complete toolbar is now accessible on the main
menu.
13
The New General Menu
Updated Toolbar
Every 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.
Cancel
Query
Exit
Execute
Query
Enter
Query
On-line
Help
Fine Grained
Access Security
Next
Block
Previous
Block
Next
Record
Broadcast
Message
Select
Insert
Record
Remove
Record
Print
Banner Xtender
Solutions
BXS – Add
Document
Workflow Submit
Previous
Record
Rollback
View / Send
Message
Workflow
Release
Save
14
The New General Menu
Go To…
Formerly the “Go” field…
List of Recently Accessed Forms
Use the up & down arrow keys to scroll through recently accessed forms.
Launch a QuickFlow
Direct Access - Accessible within a form by using F5 function key
WARNING: 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.
15
The New General Menu
New Links
Help 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.
16
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 Password
This link will take you to the Oracle Password Change
Form [GUAPSWD] where you can change your
BPRD password.
18
The New General Menu
Check Banner Message
This 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 Links
Initially these links take you to the General User Preferences
Maintenance Form [GUAUPRF].
To Setup a Link
Click on a Personal Link on the main menu
This takes you to General User
Preferences 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 Menu
My Institution
This link takes you to www.usnh.edu
and 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.
21
The New General Menu
Banner Broadcast Messages
This functionality may be used on a limited basis.
Message generation will be restricted to Carol Powers
for HR and Alice Samuel for Finance.
22
The New General Menu
File > Preferences
Display Options Tab
[Display Options, Alert Options, Data Extract &
User Interface Color Settings]
It is recommended that users use the defaults
provided.
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The New General Menu
File > Preferences
Directory Options Tab
It is recommended that users use the defaults
provided.
24
The New General Menu
File > Preferences
My Links Tab
To Setup a Link
Click on a Personal Link on the main menu
This takes you to General User
Preferences 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.
25
The New General Menu
File > Preferences
Menu Settings Tab
It is recommended that users use the defaults
provided.
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New Icons
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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 get
today’s date.]
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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 Headings
The 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 View
Disabled 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.
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Keyboard Shortcuts
Keyboard shortcuts for navigation are still available.
•
My Banner
This 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.
30
Tabbed Forms
•
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.
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Tabbed Forms
The 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
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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]
33
Identification Form
PPAIDEN Changes
The 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.
34
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.
Retry
Search using the ID
EXIT to return to PPAIDEN and re-enter the ID
Search using the person’s name
EXIT 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.
35
Employee Form
PEAEMPL Changes
Hiring 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
36
Employee Search Form
•
POIIDEN Changes
Used 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.
37
Employee Jobs Form
NBAJOBS Changes
Commonly used to view information about an employee’s job.
New tabs:
Base Job
Job Detail - defaults here
Payroll Default
Deferred Pay
Miscellaneous
Excluded Deductions/ Benefits
Default Earnings – no scrolling
Work Schedules
Job 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 Changes
Blocks renamed
Jobs
Compensation - all fields visible without
scrolling
39
Electronic Personnel Action Form
NOAEPAF Changes
This 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 added
Default Earnings
Job Labor Distribution – all fields visible without scrolling
Routing – additional rows added
Other Information and Comments – combination of Comments and Other PAF
Information windows. Save/Submit no longer available. Must Save then
return 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 Changes
New tabs:
Transaction Information – more fields visible, less scrolling
Other Information and Comments
41
Position Budget Form
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Used to:
• View Position budget, salary budget and position labor distributions
NBAPBUD
Changes
• Enter salary
changes
This
form
has tabs,
and they
are:
This form is
used now
to view
position
budget,
salary budget and position labor
• Position Budget (Default)
enter
• Salarysalary
Budgetschanges. New tabs:
• Fringe Benefit
Position
Budget (Default)
•
Premium
Earnings
Salary• Budgets
– Options > Fringe Benefit & Premium Earnings Totals
Totals
Labor •Distributions
– All fields are visible without scrolling
Labor Distributions
• Comments
Comments
– Only available when reviewing Salary budgets
Other Changes
1. All fields visible in the Labor Distributions window without scrolling
distributions;
42
Adjustment Processing Form
PHAADJT Changes
This form is used by Payroll to process payroll adjustments. New tabs:
Adjustment Detail
Job Information – All fields can now be seen.
Document Information – More fields are available for viewing without scrolling
Comments
43
Employee Benefit/Deduction Form
PDADEDN Changes
The 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 Changes
Used 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 Changes
Blocks have been renamed as:
Appointment and Tenure
Faculty Leave
Rank
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Certification Information Form
PPACERT Changes
Used to view Certification / License / Endorsement information.
Three fields relocated to outside of the horizontal scroll
area:
Certification Date
Next Certification Date
Expire Date
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General Information Form
PPAGENL Changes
Blocks renamed in the General Education window
• Institution
• Diploma or Degree
• Area of Concentration
48
Employee FMLA Information Form
PEAFMLA Changes
Used to track FMLA Leaves of Absence in Banner.
Other FMLA Leave Information relocated to main window.
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Questions?
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