Welcome to SunGard SCT Banner

Transcription

1 Welcome to SunGard SCT Banner s Introductions Name Organization Title/function Job responsibilities SCT Banner experience Expectations 2 Course Goals This course details the process used in creating an electronic personnel form, initiating routing through an approval queue, and applying the transaction to the database 3

2 4 Agenda Overview Set up Question and Answer Overview Is designed to accommodate a more efficient approval signature process for centralized and decentralized Human Resource operations Supports the movement towards a paperless office The forms and reports were developed to enter the action for approval define the necessary approval hierarchy 5 Overview, Continued track items through the approval process provide an audit trail of all approval/disapproval history 6

3 7 Introduction Process Set up Objectives At the end of this section, you will be able to Establish codes for approval category, type, and level to be used on the Personnel Action (NOAEPAF) describe the design of the Personnel Action (NOAEPAF) 8 Set up - Rule and Validation forms Rule s NTRACAT Category Rule NTRALVL Level Rule NTRAPTY Type Rule NTRAUSG Usage Rule NTRINST NTRPROX NTRROUT NTRRQUE Position Control Installation Rule Proxy Rule Routing Rule Routing Queue Rule 9

4 10 Set up - Rule and Validation forms Validation s Category Code Validation (NTVACAT) Type Code Validation (NTVAPTY) Set up Review Describe the design of the Personnel Action. On which form do you associate a user identification with an approval level? How do you establish codes for approval category to be used on the Personal Action? 11 Objectives At the end of this section, you will be able to complete the Personnel Action (NOAEPAF) respond to messages that alert a user to transactions he or she must take action on take required action for a NOAEPAF using the Summary (NOAAPSM) 12

5 13 Objectives, Continued route and approve and apply an electronic personnel transaction Process 14 Create and Approve New Hire Transaction Identification (PPAIDEN) Use this form to enter a person s data into SCT Banner (This form is not part of electronic approvals) Personnel Action (NOAEPAF) Displays selected fields from the Employee (PEAEMPL) and Employee Jobs (NBAJOBS) 15

6 16 Adding an Additional Default Earnings Code Personnel Action (NOAEPAF) Use this procedure to process a three-month supplemental payment for the employee you just hired Add a Second Job to a Current Employee Personnel Action (NOAEPAF) Used to process a second job (professional temporary) for the employee you just hired 17 Approve a Transaction s Summary (NOAAPSM). Used to view the electronic PAF and approve it 18

7 19 Disapprove a Transaction s Summary (NOAAPSM) Used to disapprove the additional default Earnings code Applying Transactions through the Personnel Action (NOAEPAF) Summary (NOAAPSM) to view the summary Personnel Action (NOAEPAF) to view the detail 20 Applying Transactions through the s Summary (NOAAPSM) s Summary (NOAAPSM) to view a summary of transactions that need to be applied and then apply them 21

8 22 Review How do you complete the Personnel Action? How do you respond to messages that alert a user to transaction he or she must take action on? How do you route, approve, and apply an electronic personnel transaction? Course Summary/Review As a result of this course we have, learned how to use the detailed process in creating an electronic personnel form, initiating routing through an approval queue, and applying the transaction to the database 23 Questions and Answers

9 Thank you for your participation SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT Matrix, SCT Plus, and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders SunGard