What s New With Banner HR and Finance

Transcription

1 What s New With Banner HR and Finance Ohio BUG Kent State University, November 6, 2017 Ed Hauser Director, Product Management 2016 ELLUCIAN. 1

2 Banner Financial Management Update 1 Banner Administrative Solutions 2 Banner Self-Service Applications 3 Ellucian Ethos Platform 4 Ellucian Travel and Expense Management 5 Summary and Q&A 2016 ELLUCIAN. 2

3 Banner Administrative Solutions 3

4 Banner 9 Administrative Transformation is Complete 2016 ELLUCIAN. 4

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6 Get Ready to Delight On the Go No Training More Automation 2016 ELLUCIAN. 6

7 What s Available In Banner 9 Banner General Banner Student Administrative Applications Banner Financial Aid Banner Accounts Receivable Banner Human Resources Banner Finance Banner Student Aid Banner Advancement Student Registration Student Advising Profile Attendance Tracking Faculty Grade Entry Class Roster Self-Service Applications General Communication Management Personal Information Finance & HR My Requisitions Direct Deposit My Finance Query Employee Profile Position Description Effort Reporting Labor Redistribution 2016 ELLUCIAN. 7

8 New Financial Management Functionality Finance Administration Purchase Requisition Process Direct Deposit for Students and Employees My Finance Query 2016 ELLUCIAN. 8 8

9 New HR Functionality Consolidated Employee Self- Service Position Description Enhanced Effort Reporting and Labor Redistribution 2016 ELLUCIAN. 9

10 Communication Management Delivered with core Banner Manages transactional connections to your constituents using Banner data Set notifications or reminders to register for classes or when tuition is past due or ELLUCIAN. 10

11 Top 7 Usability Improvements 1 Navigation Improvements 4 System Messaging 2 Modernized user interface with Industry Standard Web Controls 5 6 Multiple record views Lookups and Filter 3 Consistency 7 Tablet Friendly 2016 ELLUCIAN. 11

12 Outstanding Administrator Experience Dynamic Lookups and Filtering Tablet-Friendly Navigation via Universal Search, Favorites, Recents and more 2016 ELLUCIAN. 12

13 Application Navigation - Release 9 Administrative Improvements Personalized Banner Admin Landing Page Add your institution name Set your own background image Search for and open new and legacy Banner forms using normal language or seven character abbreviation ELLUCIAN. 13

14 Extensibility Theme Editor Key Features Eliminate the need to modify source code Non-disruptive to integrations or reporting Simplify the upgrade process and reduce ownership costs Page Builder 2016 ELLUCIAN. 14

15 Position Budget in Banner ELLUCIAN. 15

16 Position Budget in Banner ELLUCIAN. 16

17 FTMVEND in Banner ELLUCIAN. 17

18 FTMVEND in Banner ELLUCIAN. 18

19 Enhanced User Interface Standard tools and logout information. Page navigation, total number of records and table and field information; can be used on tablet or desktop 2016 ELLUCIAN. 19

20 Leverage the most up to date release in Banner Finance Banner Finance Administrative Application Released June 30, 2017 Provides 50 change request resolutions 48 in Banner Finance; 2 in Admin Common Banner Admin Common Released June 30, 2017 Provides performance enhancements for all Administrative Applications Reduced payload size of messages between browser and server Evaluated and turned actions on slow performing individual pages Added support for JSON format for messages Changes made to individual tabbed pages to help eliminate redundant actions 2016 ELLUCIAN. 20

21 Banner Finance Self-Service Applications 21

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23 Ellucian Strategy applied to Banner Self-Service Mobile first approach Responsive design technology Task oriented features Accessed directly from your browser and/or Ellucian Go Allows you to take Banner with you to make better business decisions 2016 ELLUCIAN. 23

24 Banner Finance Self-Service Transformation My Finance My Requisitions Delivered My Finance Query Delivered My Journals Design Review My Approvals Up Next My Budgets Exploring Future My Funds My Payments My Projects My Assets Etc ELLUCIAN. 24

25 My Finance Dashboard View of Applications 2016 ELLUCIAN. 25

26 Banner Finance Self-Service 9.1 My Finance New landing page for Banner Finance Self-Service Customizable at the institution and user level My Requisitions Rebrands the previously released Purchase Requisition Provides the ability to create, copy, view, search and continue working on requisitions in process My Finance Query Provides and enhanced user experience to query and view financial data Replaces Budget Query, Encumbrance Query and View Document Offers new intuitive graphical dashboard to view favorite, shared and save queries Drill down from highest level of organization to PDF view of transactions Export into excel for further analysis Leverages existing Banner database 2016 ELLUCIAN. 26

27 My Requisitions 2016 ELLUCIAN. 27

28 Purchase Requisition Dashboard 2016 ELLUCIAN. 28

29 Step by step prompts to walk you through the process to completion Requester Information Vendor Information 2016 ELLUCIAN. 29

30 Vendor Card View Vendor information displayed in a Contact Card view Discount and Currency fields can be removed via Extensibility Tools 2016 ELLUCIAN. 30

31 Step by step prompts to walk you through the process to completion Add Items Add Accounting 2016 ELLUCIAN. 31

32 Adding Attachments 2016 ELLUCIAN. 32

33 View as PDF Transactions in Banner 9 Self- Service can be viewed as a PDF. Great for use as supporting documentation! 2016 ELLUCIAN. 33

34 Device of Your Choice 2016 ELLUCIAN. 34

35 My Finance Query 2016 ELLUCIAN. 35

36 My Finance Query Dashboard 2016 ELLUCIAN. 36

37 My Finance Query Create Query 2016 ELLUCIAN. 37

38 My Finance Query - Results 2016 ELLUCIAN. 38

39 Drill down to the PDF level 2016 ELLUCIAN. 39

40 Its very user friendly. I don t think it will be difficult for anybody to use it. - Usability Testing, February

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42 My Journals ~ Design Review and Usability Study Target Delivery ~ Q Provides an enhanced user experience and increased functionality for journal voucher processing. Includes budget, encumbrance and actual transactions. Development partner group established and kicked off August 2016 Replaces budget transfer and multi-line budget transfer in Finance Self- Service today Will provide robust functionality of FGAJVCD with an enhanced user experience This will become to go to application for department end users and power users alike 2016 ELLUCIAN. 42

43 Banner Finance Approval Processing Coming Soon! Project Goals: Provide the ability for a user within the approval chain to review and make a decision on the completeness and appropriateness of the transaction Approver can then Approve Disapprove Return for Correction Forward for Review Messaging and Notification will be included in the design 2016 ELLUCIAN. 43

44 Budget Development Planning What we know: Salaries and benefits make up 70+% of your budget Important that you are able to budget and plan with the full picture of expenses from Finance and Human Resources Strategic Direction Provide an intuitive mechanism to plan for and establish budgets in Banner My Budgets Once established data will flow to the Ellucian Ethos data lake where Ellucian Analytics can be leveraged for forecasting ELLUCIAN. 44

45 Banner HR Self-Service 2016 ELLUCIAN. 45

46 Banner 9 Self-Service Applications for Employees Employee Profile Position Description Effort Reporting Labor Redistribution Direct Deposit Communication Management 2016 ELLUCIAN. 46

47 Employee Profile Employee Profile Mobile Employee gateway into personal, employment, and job related information Supervisor access to team information Enhanced usability, tablet and mobile ready 2016 ELLUCIAN. 47

48 Employee Profile 2016 ELLUCIAN. 48

49 Position Description A Position Description defines: Duties, responsibilities, and requirements of a position Uses include: Library of position descriptions Enables the creation, editing, routing, and approval of position descriptions Utilize as reference during employee reviews or grievances Supports succession planning 2016 ELLUCIAN. 49

50 Position Description - Dashboard 2016 ELLUCIAN. 50

51 Enhanced Effort Reporting Provides for PIs and employees at U.S. research institutions to certify effort on grants Certifiers can request funding changes during certification by using in conjunction with Labor Redistribution Replaces Adobe Flex technology 2016 ELLUCIAN. 51

52 Streamlined Labor Redistribution Ability to decentralize the entry and approvals of any needed labor changes after a payroll has been completed Can be used in conjunction with Effort Reporting for the redistribution of labor associated with a grant during effort certification Replaces Adobe Flex technology 2016 ELLUCIAN. 52

53 Banner Communication Management Key Features Modern tools delivered as part of Banner Tactical and transaction related communications Create and manage communications by administrative area Multiple ways to create populations Multiple methods: , Ellucian Mobile messages, and hard copy PDF letters Embedded open source communication content editor (CK) Schedule and track communications from BCM, and update interactions occurring outside of BCM 2016 ELLUCIAN. 53

54 Banner General Self-Service 9: Direct Deposit - Available Today! Tools for employees and students to add, edit, or delete account details for transactions Improves security and administration of bank account information, including notification capabilities for added and changed entries 2016 ELLUCIAN. 54

55 Personal Information Self-Service Ability for your constituents to view, edit, and update bio/demo information Includes removal of address and phone number dependency Introduces Gender Designation and Personal Pronoun configuration Access through General Self-Service or Employee Profile application 2016 ELLUCIAN. 55

56 THANK YOU FOR YOUR FEEDBACK Strategy Customer Advisory Boards Development Partner Groups & Usability Studies Design Testing Beta Testers & Early Adopter Groups 2016 ELLUCIAN. 56

57 Ellucian Ethos Platform 57

58 As an administrator you need the ability to make data driven business decisions quickly You need the tools at your institution to work for you to create operational efficiencies 58

59 Ellucian Ethos 2016 ELLUCIAN. 59

60 Extending the Enterprise 2016 ELLUCIAN. 60

61 Ellucian Workflow powered by Ethos 2016 ELLUCIAN

62 Ellucian Analytics powered by Ethos 2016 ELLUCIAN

63 What does it mean for you? We will leverage the Ellucian Ethos Platform to simplify and modernize your administrative experience on campus today. Examples of Ellucian Ethos Platform at work with Banner: Ellucian Travel and Expense Management powered by Chrome River Integration for eprocurement Ellucian CRM Ellucian Talent Management Suite Analytics to make data driven decisions Workflows to leverage more than just Banner 2016 ELLUCIAN. 63

64 Managing all your travel and credit card transactions in one place Ellucian Travel and Expense Management powered by Chrome River Auto-generates the expense line item from the receipt with optical character recognition (OCR) technology Establish travel and expense policies, encumber travel funds, authorize expenditures, and process reimbursements Configured according to institutions defined processes with a business rules engine Easy reconciliation of purchasing care data Available on any mobile device 2016 ELLUCIAN. 64

65 BUILT FOR TOMORROW. READY TODAY ELLUCIAN. 65

66 Choice: Which deployment model is right for you? All Cloud: All applications are Hosted or SaaS Blended: Mix between On Premise, Hosted, or SaaS as appropriate All On Premise: All systems remain on premise 2016 ELLUCIAN. 66

67 Banner 9 provides the following benefits Outstanding user experience Strength at the core Real time decision making with Banner in your hand Future-ready technology It s Your Banner 2016 ELLUCIAN. 67

68 Banner 9 Guide is available at ELLUCIAN. 68

69 Stay Connected through ecommunities Follow Banner communities in your inbox or Daily Digest 2016 ELLUCIAN. 69

70 TECHNOLOGY FEATURES Banner Financial Management BANNER FINANCIAL MANAGEMENT Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level Explore Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar Banner Finance Administrative Applications Banner Direct Deposit Self-Service Banner Accounts Receivable Administrative Applications Banner Communication Management Banner Finance Self- Service My Finance Query Banner Accounts Receivable 1098T Box 1 Regulatory Update Banner Finance Self- Service My Journals Banner General Administrative Applications Banner Personal/General Information Self- Service Banner Accounts Receivable Study Paths for Contracts and Exemptions Banner Communication Management Administrative Extensibility Ellucian Solution Manager Extensibility Tools: PageBuilder, Theme Editor Application Navigator Self-Service support Ellucian Travel & Expense Management Ethos Integration Extensibility Tools: Text Manager Ethos Integration for eprocurement Ellucian Elevate Integration for Regulatory Support Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision. For complete details on all releases, including region specifics, please access 2016 ELLUCIAN. the Ellucian Product Calendar located on the Ellucian Support Center. 70

71 Product Calendar Dashboard with Real-Time Access Available via the Ellucian Support Center Enhanced navigation and search capabilities Ability to view online and to export for sharing 2016 ELLUCIAN. 71

72 Summary Drive relentless efficiency On the go Modernize user interfaces Without training Automating more than ever Innovate without disruption Your fastest, simplest and most cost-effective path to modernization BUILT FOR TOMORROW. READY TODAY ELLUCIAN. 72

73 Questions & Answers Ed Hauser Director, Product Management 2016 ELLUCIAN. 73

74 Questions & Answers Barbara Doane Director, Product Management 2016 ELLUCIAN. 74