PeopleAdmin and Banner HR Interface

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1 SUNGARD SUMMIT 2007 sungardsummit.com 1 PeopleAdmin and Banner HR Interface Presented by: Carrie Silliman and Laura Weathersby SunGard Higher Education March 20, 2007 A Community of Learning

2 Session Rules of Etiquette Please turn off your cell phone/pager If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Thank you for your cooperation! 2

3 Today s Goals Introduce the PeopleAdmin and Banner HR Interface Benefits Features How it works Share the interface strategic direction Provide details on purchasing the interface 3

4 Agenda Collaborative Relationship Details PeopleAdmin and Banner Human Resources Interface Benefits Features Requirements, Setup, and Processing Futures Purchasing the Interface Questions and Answers 4

5 SUNGARD SUMMIT 2007 sungardsummit.com 5 Collaborative Relationship Details A Community of Learning

6 PeopleAdmin, Inc. Founded in late 2000 Today works with over 350 institutions Automates the Employment and Position Management Processes for Institutions of Higher Education Member of SunGard Higher Education Collaborative Applicant Tracking alliance 6

7 PeopleAdmin Overview Automates many of the most paper intensive Higher Education Human Resource processes including Applicant Tracking, Position Management and Performance Management Delivered as an ASP (Application Service Provider) and does not require local installation or maintenance of any hardware or software on campus Provides a high degree of customization and support for clients including configuration changes to system forms and workflow for one standard license fee 7

8 PeopleAdmin Applicant Tracking Module Create and submit job requisitions online for review and approval Collect employment application materials (resume, cover letter, vitae, voluntary EEO information) via the web Screen applicants automatically using job specific qualification questions Allow managers and search committees to review applicant materials online and record results Provide automated communication ( and online) to applicants regarding the status of their job search Improve control and oversight for Human Resources 8

9 PeopleAdmin Position Management Module Convert Position Descriptions into job requisitions in Applicant Tracking Module Convert new hires from Applicant Tracking Module into campus Position Description Library Provide online access to Position Descriptions for Managers and Human Resources Allow managers to create and submit class/comp change requests online for review and approval Improve Human Resources control and oversight of position description management process Have employees, supervisors, and Human Resources interact online for performance reviews 9

10 SUNGARD SUMMIT 2007 sungardsummit.com 10 PeopleAdmin and Banner HR Interface The Details A Community of Learning

11 Interface Benefits Streamlines the new hire process between PeopleAdmin and Banner HR Eliminates manual data entry and processing for new hires into Banner from PeopleAdmin Reduces duplicate entry, saving errors and time Leverages your investment in both products 11

12 Interface Features Populates Biographic/Demographic, Employee, and Employee Job information in Banner HR Banner HR data elements can originate in PeopleAdmin as needed Allows optional use of on-line electronic routing and approval of new hires through integration with Banner HR s Electronic Personnel Action Form (EPAF) Enter additional data as needed on EPAF Prevents duplicate person records in Banner through integration with Banner s Common Matching functionality 12

13 Interface Process Flow PeopleAdmin Applicant Tracking New Hire Banner HR Electronic Personnel Action Form (EPAF) Bio/Demo Employee Employee Job 13

14 Interface Process Flow - PeopleAdmin Produces delimited variable length flat file Will send Banner codes in file where code values are required Works with each institution to determine: Frequency of extract file creation (daily, weekly, etc.) PeopleAdmin Applicant Tracking Data mappings from PeopleAdmin site to interface file, including crosswalk values The workflow to be used and what action will trigger an applicant s data to be included in the interface file Example: Status change from Offered to Accepted 14

15 Interface Process Flow Data Exchange Institution transfers interface file to Banner environment $DATA_HOME directory New Hire New Hire Data General person (biographic/demographic) Examples: address, phone Employee Examples: hire date, home organization Employee job Examples: position number and suffix, salary or rate Bio/Demo Employee Employee Job 15

16 Interface Process Flow Banner HR Run PeopleAdmin Employee Load Process (NZPPAUL) from Job Submission Loads data into EPAF Additional data can be entered as needed in the EPAF If there are problems loading the PeopleAdmin data into Banner, it will be corrected in Banner not in PeopleAdmin Banner HR Electronic Personnel Action Form (EPAF) Seed EPAF Approval Categories and Types will be delivered with the interface Can create your own categories, as needed, for institution specific routing rules Employee Class feature 16

17 Interface Assumptions with NZPPAUL Routing rules are built by institution Three EPAF Approval Categories delivered with interface Additional Categories can be created as needed Delivered Approval Types should not be changed or added to Required indicator can be set Labor Distributions and Default Earnings will default No Approvals Types included for these Updates, if needed, must be completed after the EPAF is applied on the Employee Jobs Form, NBAJOBS 17

18 Interface NZPPAUL Job Parameters 18

19 Interface NZPPAUL Job Parameters 19

20 Interface NZPPAUL Processing 20

21 Interface NZPPAUL Processing Results of Submit... No Errors, No Routing EPAF Transaction Status Approved No Errors, Routing Pending Errors Waiting Potential ID Matches (with Common Matching turned on) Waiting 21

22 Interface NZPPAUL Sample Output Report 22

23 Interface NZPPAUL Sample Output Report 23

24 Interface Submit Messages From NZPPAUL When EPAF Submit Indicator is N Specific transaction causing error is reported on the output file Message This line is not in the correct format. Cause There are not 131 delimiters found for the record being reported. 24

25 Interface Submit Messages From NZPPAUL When EPAF Submit Indicator is Y Specific transaction causing error is reported on the output file Message Review NOIEMSG for errors that occurred on submit. An error occurred during submit validation. Required fields are missing values. Common Matching Code must be defined in NTRINST. Possible match found for this person. Cause Errors were generated during the submit of the EPAF. The transaction could not be submitted for the record being reported. Fields marked as required on the EPAF Approval Type form, NTRAPTY, do not have a value in the record being reported. Common matching is turned on at the institution level, GUAINST form, and the common matching code is not set-up on NTRINST form. Common matching finds a potential match for the employee in the record being reported. 25

26 Interface EPAF Summary 26

27 27

28 Interface EPAF Detail 28

29 29

30 30

31 Interface Final Steps Review and approvals take place for EPAFs that have associated routing queues Transactions will have an Apply status with final approval Run Mass Apply Process, NOPEAMA, to apply Approved EPAFs to database Identification Form, PPAIDEN Employee Form, PEAEMPL Employee Jobs Form, NBAJOBS 31

32 Interface Software Requirements PeopleAdmin Not applicable because of ASP environment SunGard Higher Education Banner General 7.3 Banner Human Resources 7.2 Banner Position Control 7.3 Banner Employee Self-Service 7.3 If using Self-Service EPAFs 32

33 Interface Evolution Web Services Interface targeted for Banner 8 Promotes Service-Oriented Architecture (SOA) Process to send Banner HR position/job information to PeopleAdmin Position Management module Timeline not determined 33

34 SUNGARD SUMMIT 2007 sungardsummit.com 34 Purchasing the Interface A Community of Learning

35 Interface Procurement SunGard Higher Education Interface available for purchase today! Includes Documentation Maintenance and support Optional Services available Contact your Account Manager for more details 35

36 Interface Procurement - PeopleAdmin Costs include Standard export fee Annual fee for ongoing maintenance Contact Brandon Phipps, VP of Sales & Business Development, for details

37 Summary Streamlines the new hire process between PeopleAdmin and Banner HR Interface will be enhanced and improved in the future Interface is available now for you to purchase 37

38 Questions and Answers 38

39 Thank You! Please complete the online class evaluation form SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners SunGard. All rights reserved. 39

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