Banner Human Resources/ Position Control Release Guide. Release 8.9 March 2013

Transcription

1 Banner Position Control Release Guide Release 8.9 March 2013

2 Banner, Colleague, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, PowerCampus, Advance, Degree Works, fsaatlas, Course Signals, SmartCall, Recruiter, and ILP are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners Ellucian Company L.P. and its affiliates. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. 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. Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia United States of America

3 Contents Introduction System requirements Special installation instructions regarding Banner General If Multi-Entity Processing is NOT implemented If Multi-Entity Processing is implemented If Banner Events Publisher is licensed Cumulative Documentation Important information about the release Enhancements for Change to the Position Control User Guide Comments on employee time sheet viewable by approver - Functional Electronic W-2 Consent Page Enhancement - Functional Disposition Control Report (PHRDCON) new Report Type parameter - Functional Comments on employee time sheet viewable by approver - Technical Changed tables Time In/Out History Table (PERTITH) Time Entry Hours Breakdown Table (PERTITO) New scripts Changed package Position Control Release Guide Contents 3

4 Contents PEKTECM Electronic W-2 Consent Page Enhancement - Technical Changed table Payroll Institution Rule Table (PTRINST) New scripts Disposition Control Report (PHRDCON) report new Report Type parameter - Technical New Seed Data Miscellaneous Enhancements RPE 1-11GP94P - Year-End Regulatory Handbook RPE 1-16VUMPV - On NBIPINC, add Options to go to other forms RPE 1-18LE8Z1 - NOPEAMA performance RPE 1-190JYIJ - On PEIESUM, add Options to go to other forms New Seed Data RPE 1-1BFUHTB - Relax the edits for the IPEDS primary function to warnings. 20 Changed API Employee API (pokb_employee_r1.sql) Changed Package PEKEMPL(pekempl.sql/pekempl1.sql) Changed Form Employee (PEAEMPL) Changed Process IPEDS HR Data Collection (peripds.pc) Position Control Release Guide Contents 4

5 Contents Problem Resolutions Human Resources Position Control Appendix - Technical changes included for the release New Tables Table representing attributes belonging to a bulk detail (PORTMBA) Table representing a bulk detail event (PORTMBD) Table representing a Talent Management bulk event (PORTMBH) Table representing Business Event Meta Data (PORTMCF) Table representing a service event error (PORTMEE) Table representing a data dictionary of fields to be used in mapping data to a service provider's API specification (PORTMFD) Table representing a join table between Business Event Meta Data and Service Events (PORTMSB) Table representing a Talent Management service definition (PORTMSD) Table representing a service event (PORTMSE) Table representing a data SQL mapping (PORTMSM) Table representing the controls for processing the time-based event (PORTMTB) New Packages POKTMBU POKTMTB PUKLCRS New Scripts New Seed Data New Triggers Position Control Release Guide Contents 5

6 Introduction This release guide provides an overview of the enhancements included in the Banner Position Control 8.9 release. This document also includes a listing of Request for Product Enhancements (RPEs) and problem resolutions. System requirements Install the following minimum releases to upgrade to Banner Position Control 8.9. Banner General 8.5 Banner Position Control 8.8 Install the following minimum product releases to upgrade to Banner Human Resources 8.9. Banner General 8.5 Banner Position Control 8.9 Banner Human Resources 8.8 Special installation instructions regarding Banner General The Human Resources 8.9 release requires Banner General 8.5. In addition, the following are needed. If Multi-Entity Processing is NOT implemented The Banner General patch p1-19sw46l_gen OR the Banner General release is required. If Multi-Entity Processing is implemented The Banner General patch rpe1-pdysa1_gen is required. In addition, MEP institutions must choose to install either the patch p1-19sw46l_gen OR Banner General 8.5.1, for the gurcnvb.c changes. Position Control Release Guide Introduction 6

7 If Banner Events Publisher is licensed If you have a license for Banner Events Publisher, the Banner General patch p1-12icnmg_gen is required. BEP is not required if you do not intend to implement the integration for Ellucian Talent Management Suite. Cumulative Documentation This document provides detailed information about the Banner Position Control 8.9 release only. Banner Position Control 8.9 is a cumulative release that also includes RPEs, and problem resolutions delivered since the Banner Position Control 8.8 release. Release Number Contents Release Date Year-end regulatory release October Initial release of Banner Integration for Ellucian Talent Management Suite Future release Important information about the release The 8.9 Banner Human Resources release includes tables and packages that are needed in preparation for the Employee Self-Service release. The release contains the initial release of the Banner Integration for Ellucian Talent Management Suite. You will find an appendix at the end of this release guide that provides you with the detail about the tables and packages included. Note: The release will be made available sometime after the 8.9 release is delivered. If you choose to implement the Banner Integration for Ellucian Talent Management Suite, you will need to install Banner Event Publisher (minimum version number 1.1). If you already have licensed Banner Events Publisher, the Banner General patch p1-12icnmg_gen is required. You do not need to install Banner Event Publisher if you do not intend to implement the Integration for Ellucian Talent Management Suite. Position Control Release Guide Introduction 7

8 Enhancements for 8.9 This document describes the following enhancements, as well as miscellaneous enhancements that are new for Release 8.9. Clock In/Clock Out comments on employee time sheet viewable by approver Electronic W-2 Consent Page Enhancement PHRDCON report new Report Type parameter Miscellaneous enhancements Change to the Position Control User Guide Chapter 13 of the Banner Position Control User Guide, has been removed. This chapter previously contained information about the Position Control reports. The reports are now available in the Position Control Reports Handbook. This handbook can be found in the Customer Support Center Documentation and Downloads Center under both the Banner Human Resources product and the Banner Position Control product. To access this new handbook through the Customer Support Center Documentation and Download Center, select either the Banner Human Resources product or the Position Control Product > Release 8.x > 8.x Handbooks > humres80900rptshb.pdf. Position Control Release Guide Introduction 8

9 Comments on employee time sheet viewable by approver - Functional This section details the functional changes made for RPE 1-10B8M1R. With this enhancement, it is now possible for an approver to view the comments associated with an employee or a system override on a Clock In/Clock Out time in Employee Self-Service. Clock time adjustment comments can be viewed through an alert link on the Department Summary page, as well as through a list of the comments on the time sheet preview page. For more information, see the Employee Self-Service 8.9 Release Guide. Position Control Release Guide Comments on employee time sheet viewable by approver - Functional 9

10 Electronic W-2 Consent Page Enhancement - Functional This section details the functional changes made for RPE 1-10QZBZ3. A new checkbox has been added to the Installation Rules form (PTRINST), which allows Employee Self-Service users to control an employee s access to the Electronic W-2 form based on their consent. Figure 1: PTRINST Self-Service Information If you would like to restrict an employee s ability to view and print a W-2 based upon whether or not the employee has provided consent electronically, you would use the Restrict ESS W-2 access based on Electronic Consent checkbox on PTRINST. By selecting this checkbox, the employee will be required to give consent to receive a W-2 form electronically before viewing and printing the W-2 form in Employee Self-Service. Note: This restriction is only available for 2012 and beyond. To see whether or not an employee has given consent to view an electronic version of the W-2 form or the W2c form, refer to the Employee Consent checkbox on the Employee form (PEAEMPL). Position Control Release Guide Electronic W-2 Consent Page Enhancement - Functional 10

11 Figure 2: PEAEMPL Electronic W-2 Consent For more information about this enhancement, refer to the Employee Self-Service 8.9 Release Guide. Position Control Release Guide Electronic W-2 Consent Page Enhancement - Functional 11

12 Disposition Control Report (PHRDCON) new Report Type parameter - Functional This section includes functional detail about RPE 1-18ZROMJ. The Disposition Control Report (PHRDCON) has been modified to include a new, required parameter, 04-Report Type. This parameter has values of Summary, Detail, or Both. When you select Summary or Both, a new section is added to the report, which counts employee class by disposition or by disposition by employee. The counts are of PHRJOBS records for the payroll disposition or employee class. Position Control Release Guide Disposition Control Report (PHRDCON) new Report Type parameter - Functional 12

13 Comments on employee time sheet viewable by approver - Technical This section details the technical changes made for RPE 1-10B8M1R. Changed tables The following tables were changed for this enhancement. Time In/Out History Table (PERTITH) Two new columns have been added to this table. Column Data Type Null / Not Null Comments PERTITH_CLOCK_IN_COMMENT _PIDM PERTITH_CLOCK_OUT_COMMENT _PIDM NUMBER(8) CLOCK IN COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock In comment on this record. NUMBER(8) CLOCK OUT COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock Out comment on this record. Position Control Release Guide Comments on employee time sheet viewable by approver - Technical 13

14 Time Entry Hours Breakdown Table (PERTITO) Two new columns have been added to this table. Column Data Type Null / Not Null Comments PERTITO_CLOCK_IN_COMMENT _PIDM PERTITO_CLOCK_OUT_COMME NT_PIDM NUMBER(8) CLOCK IN COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock In comment on this record. NUMBER(8) CLOCK OUT COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock Out comment on this record. New scripts The following scripts are delivered for this enhancement.. Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release. Script pertith_080900_01.sql pertith_080900_02.sql pertito_080900_01.sql Reason Adds new columns: PERTITH_CLOCK_IN_COMMENT_PIDM PERTITH_CLOCK_OUT_COMMENT_PIDM Adds column comments for the new columns. Adds new columns: PERTITO_CLOCK_IN_COMMENT_PIDM PERTITO_CLOCK_OUT_COMMENT_PIDM pertito_080900_02.sql pertitou_ sql Adds column comments for the new columns. Update existing rows in PERTITO with employee pidm for the new columns. Position Control Release Guide Comments on employee time sheet viewable by approver - Technical 14

15 Changed package The following package was changed for this enhancement. PEKTECM This package has been modified to record the PIDM of the employee or the approver who entered the Clock In/Out Comments to PERTITH table. The p_insert_time_entry_history routine was updated for this change. Position Control Release Guide Comments on employee time sheet viewable by approver - Technical 15

16 Electronic W-2 Consent Page Enhancement - Technical This section details the technical changes for RPE 1-10QZBZ3. Changed table The following table was changed for this enhancement. Payroll Institution Rule Table (PTRINST) A new column has been added to this table. Column Data Type Null / Not Null Comments PTRINST_WEB_W2_ RESTRICTION_IND VARCHAR2(1) NOT W-2 WEB ACCESS RESTRICTION INDICATOR: Indicator to restrict employee to see the W-2 in Employee Self Service based on their Electronic Consent. Valid values are (Y)es, (N)o. Default value is (N)o. New scripts The following scripts are delivered for this enhancement.. Note: Unless otherwise noted, new scripts are run as part of the upgrade process for a release. Script ptrinst_080900_01.sql Reason Adds a new column PTRINST_WEB_W2_RESTRICTION_IND Position Control Release Guide Electronic W-2 Consent Page Enhancement - Technical 16

17 Script ptrinst_080900_02.sql ptrinst_080900_03.sql ptrinst_080900_04.sql Reason Updates the existing rows in PTRINST table for the new column with a default value of N. Adds a not null constraint on the new column. Adds column comments for the new column. Position Control Release Guide Electronic W-2 Consent Page Enhancement - Technical 17

18 Disposition Control Report (PHRDCON) report new Report Type parameter - Technical This following section details the technical changes made for RPE 1-18ZROMJ. New Seed Data The following job submission data has been added for this enhancement. Script pgjbpdefi_ sql pgjbpdfti_ sql pgjbpvali_ sql Reason Adds new job submission data for parameter 04 to GENERAL.GJBPDEF table for the PHRDCON report. Adds new job submission data for parameter 04 to GENERAL. GJBPDFT table for the PHRDCON report. Adds new job submission data for parameter 04 to GENERAL. GJBPVAL table for the PHRDCON report. Position Control Release Guide Disposition Control Report (PHRDCON) report new Report Type parameter - Tech- 18

19 Miscellaneous Enhancements The following enhancements were also included with this release. RPE 1-11GP94P - Year-End Regulatory Handbook For this enhancement, the Banner Human Resources Year-End Regulatory Handbook for U.S. and Puerto Rico was created. This handbook includes the following topics: Banner Support for U.S. Tax Form Vendors Establish Address Hierarchy for Processing Process and Generate U.S. W-2 Forms Process and Generate U.S. W-2c Forms Process and Generate Puerto Rico W-2 Forms Process and Generate 1099-R Forms Process and Generate 1042-S Forms It encompasses the year-end processing information that was previously in Chapter 8 of the Human Resources User Guide. As a result of creating this handbook, Chapter 8 has been updated to remove that information. To access this new handbook through the Customer Support Center Documentation and Download Center, select the Banner Human Resources product > Release 8.x > 8.x Handbooks > humres80801yereg.pdf. RPE 1-16VUMPV - On NBIPINC, add Options to go to other forms The following forms are added under the Options menu on the Position Incumbent List form (NBIPINC). Employee Jobs (NBAJOBS) Position Budget (NBAPBUD) Position Definition (NBAPOSN) Employee Summary View (PEIESUM) Position Control Release Guide Miscellaneous Enhancements 19

20 RPE 1-18LE8Z1 - NOPEAMA performance The performance of the Electronic Approvals Mass Apply Process (NOPEAMA) is enhanced to improve the handling of error messages. It will now take less time to complete the process. RPE 1-190JYIJ - On PEIESUM, add Options to go to other forms The following forms are added under the Options menu on the Employee Summary View Form (PEIESUM). Employee Jobs (NBAJOBS) Position Budget (NBAPBUD) Deferred Pay Adjustment List (PEADADJ) Check Detail Inquiry (PHICHEK) Identification (PPAIDEN) New Seed Data The following Options menu data has been added with this release. Script pguroptmi_ sql nguroptmi_ sql Reason Adds new options menu records to GENERAL.GUROPTM table for the PEIESUM form. Adds new options menu records to GENERAL.GUROPTM table for the NBIPINC form. RPE 1-1BFUHTB - Relax the edits for the IPEDS primary function to warnings The IPEDS edits on the Employee form (PEAEMPL) and in EPAF processing are relaxed to "Warning" messages instead of "Error" messages. Messages that indicate an invalid selection for the Primary Function will continue to be errors, but not warnings. Validation Position Control Release Guide Miscellaneous Enhancements 20

21 messages when the Primary Function is out of sync with the IPEDS reportable job will become warnings. Since the out of sync conditions can affect reporting of data to NCES, the checks have been moved into the PERIPDS process. New error reports will be presented to the user for the out of sync conditions. This data must be corrected for the NCES reporting to be correct. This enhancement is being implemented to assist in data entry. The enhancement was delivered as HR patch, p1-1bs3ewl_pay Changed API The following API was modified for this enhancement. Employee API (pokb_employee_r1.sql) The pekempl.p_edit_primary_function call was removed so that it would not error out due to a conflicting primary function value with ESOC or ECIP codes of employee's positions. The primary function edits will be placed into the IPEDS process instead. The unused primary function (PI and GAO) check is done on update and insert validation, in order to raise a hard error. Changed Package The following package was modified for this enhancement. PEKEMPL(pekempl.sql/pekempl1.sql) The routine, p_edit_primary_function is modified to change error messages into warning messages. It also added a new warning parameter. The Employee form will use this edit, but the Employee API will not. Changed Form The following form was modified for this enhancement. Employee (PEAEMPL) The validate_pf routine was modified to call the changed pekempl. p_edit_primary_function. Position Control Release Guide Miscellaneous Enhancements 21

22 Changed Process The following process was modified for this enhancement. IPEDS HR Data Collection (peripds.pc) This process is modified to report employees without a non-terminated job but with a primary function defined in the employee record. The err_detail routine is added to be used in err_head, so that the first error record can be reported in the error section. The upload routine is modified, so that upload section is generated only when Upload is chosen as parameter. Position Control Release Guide Miscellaneous Enhancements 22

23 Problem Resolutions The following problem resolutions are delivered with this release for Banner Human Resources and Banner Position Control. Human Resources The following problem resolutions are delivered with this release for Banner Human Resources. Note: For comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (humres80900resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized. Object Name Defect # Summary pcabcov.fmb 1-BGVBU1 PCABCOV pulls the incorrect date for a deduction listed on PCAPERS. peiehis.fmb 1-193IF0F Changes made to the Primary Function field in the pebempl record do not display. peiesum.fmb 1-192PA35 PEIESUM does not allow for masking of Contract Type for Position/Suffix Tracking peifact.fmb 1-18XGEEE PEIFACT access from the menu display is extremely slow (>30 minutes). peijhis.fmb 1-13KY9QX PEIJHIS totals are not long enough for values. Pound signs are displayed. pekempl1.sql 1-19IA1I1 Report non-instructional employees in Part B with no appt/tenr records as Without Faculty Status pekempl1.sql 1-1AL8GH7 Primary function edit is including terminated job information Position Control Release Guide Problem Resolutions 23

24 Object Name Defect # Summary pektec1.sql 1-17YS4FB Leave Reports Approver Summary not displaying Approve or FYI checkbox. peripds.pc 1-19IA1HZ Add calculations for "Balance" field in Part G. peripds.pc 1-19IDNX1 Part D Table Heading repeating out of sync on PERIPDS peripds.pc 1-1BBBHT5 PERIPDS had a hard coded BU in the G2 selection for the employer code. peripds.pc, peaempl.fmb, ptresocu_ sql 1-19FBJ3D Change reporting category title, GA primary function, PERIPDS to support recent NCES changes. phaadjt.fmb 1-BMNZTP Job Eff Date Select when using nbijlst drop down phahour.fmb I PHAHOUR ignores corrected hours when calculating special rate earnings without a save. phareds.fmb 1-9T4J1V Records are not moving to a pending status when row processed is not highlighted PHPCALC.pco 1-168IKUO Documentation defect for leave and FLSA in Banner Human Resources PHPCALC.pco 1-1A07U64 PHPCALC may abort with internal table size error. PHPCALC.pco, PHPTAXS.pco 1-1AHDHAZ Payroll system computes excessive tax deduction for Puerto Rico in some cases. PHPFEXP.pco 1-19ORK7T Amount totals for void portion of redistribution may not match totals for event being redistributed phpleav.pc 1-DY7NSL PHPLEAV moves Regular pay hours in phrhour from one week to another. phpreto.pc 1-1ASEII5 The 1-AUFAH4 (vs ) defect correction not included in the 8.4 release PHPTAXS.pco 1-1AHDH7O WV taxes need to round tax withholding amount. PHPTAXS.pco 1-1AIV39Y SUPPL EARNING > 400 NOT TAXED AT SUPPL RATE Position Control Release Guide Problem Resolutions 24

25 Object Name Defect # Summary phptime.pc 1-16VJLFJ Issues for defer payout when jobs labor effective date is equal to jobs term date phrdreg.pc 1-1A1PVZD PHRDREG aborts in 11g instances with no error. pokb_employee_r1.sql, pekempl/ pekempl1.sql, peaempl.fmb, peripds.pc 1-1BS3EWL Holding defect for the patch release of RPE 1-1BFUHTB, Relax edits on Primary Function. ptrbdmc.fmb 1-107P2IS User ID on PTRBDMC not changing when different user updates a record. pxkp_w2_common1.sql, pxkp_w2_20121.sql 1-1BMYUBU W-2's are produced for employees with only box 12DD amount. pxpw212.pc 1-1BDN8XO RW record positions are being zero filled rather than left blank pxpw212.pc, pxpwc12.pc 1-1B9J7MX An RV record is created when no RS records exist in the W2REPORT file. pxr1042.pc, pxr1099.pc 1-12M0OZR PXR1042 and PXR1099 should use same logic as W2 for extracting name information. pxrp941.pc 1-E4QG77 Number of Employees reported for line 1 not as precise as it should be. pxrp941.pc, pxr1099.pc, pxkp_w2_common1.sql, paydbpr.sql, paycmplc.shl, paycmplc.pl pxrp941.pc, pxrptdep.pc, ptvbdtyd_ sql, ptrbdcau_ sql pxrp941.pc, pxrtdep.pc, ptvbdtyi_ sql, pxrrboxi_ sql 1-19GB1ZX 1-1C5YBID 1-1BEPMRB Allows the reapply of C process after upgrade to 8.8 instead of reapplying entire PXRP941 Not reporting correct additional medicare wages 941 reporting changes to support additional Medicare pxrroec.pc 1-CM9901 PXRROEC generating invalid files pxrw212.pc 1-1AM7ECC PXRW212 errors out in create mode for laser 4 up or laser pressure sealed form types pxrw212.pc, pxr1042.pc 1-12Y9CD5 W2 employer address with a period shows an extra space on W2 form Position Control Release Guide Problem Resolutions 25

26 Position Control The following problem resolutions are delivered with this release for Banner Position Control. Note: For comprehensive and detailed problem, impact, and resolution information for all defects corrected in this release, refer to the supplemental problem resolutions file (posnctl80900resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized. Object Name Defect # Summary nbkjlbd1.sql 1-18E1R5R NBAJOBS is not correctly processing encumbrance adjustments when correcting an invalid FOAP code. nhrdstr.pc 1-ROICEC Improper Comma placement in hours/ amount fields. nokedit1.sql 1-1A9R7S4 Epafs no longer treat changes in previous approval types as processed. Position Control Release Guide Problem Resolutions 26

27 Appendix - Technical changes included for the release This section details the technical changes that are included in this Banner Human Resources/Position Control 8.9 release as a result of the new data needed for the release. The release is the initial release of the Banner Integration for Ellucian Talent Management Suite. New Tables The following tables have been added for the release and are associated with the Banner Integration for Ellucian Talent Management Suite. Table representing attributes belonging to a bulk detail (PORTMBA) Column Data Type Null/ Not Null Column Comments PORTMBA_PORTMBD_ID NUMBER(19) NOT PORTMBA_SURROGATE_ID NUMBER(19) NOT PORTMBD ID: The ID of the bulk detail. SURROGATE ID: The surrogate id for this record. PORTMBA_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMBA_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBA_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMBA_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMBA_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMBA_DATE_FORMAT VARCHAR2(60) DATE FORMAT: The format of the date if the value is a date. Position Control Release Guide Appendix - Technical changes included for the release 27

28 Column Data Type Null/ Not Null Column Comments PORTMBA_NAME VARCHAR2(60) NOT NAME: The field name that will be sent through the bulk processing. PORTMBA_VALUE VARCHAR2(255) VALUE: The new value entered for the field. Table representing a bulk detail event (PORTMBD) Column Data Type Null/ Not Null Column Comments PORTMBD_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMBD_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMBD_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBD_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMBD_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMBD_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMBD_DESC VARCHAR2(255) DESCRIPTION: The description of the bulk detail event. PORTMBD_PORTMBH_ID NUMBER(19) NOT PORTMBH ID: The bulk header ID of this bulk detail event. Position Control Release Guide Appendix - Technical changes included for the release 28

29 Table representing a Talent Management bulk event (PORTMBH) Column Data Type Null/ Not Null Column Comments PORTMBH_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMBH_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMBH_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBH_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMBH_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMBH_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMBH_STATUS VARCHAR2(60) NOT PORTMBH_DESC VARCHAR2(255) NOT PORTMBH_PORTMSE_ID NUMBER(19) NOT STATUS: The status of a bulk data feed. Valid values are INITIALIZING, PENDING, IN_PROCESS, COMPLETED or ERROR. DESCRIPTION: The description of the bulk header. PORTMSE ID: The service event foreign key surrogate ID of this bulk header. Position Control Release Guide Appendix - Technical changes included for the release 29

30 Table representing Business Event Meta Data (PORTMCF) Column Data Type Null/ Not Null Column Comments PORTMCF_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMCF_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMCF_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMCF_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMCF_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMCF_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMCF_ADMIN_NOTIFY_ PORTMCF_ADMIN_NOTIFY_ _BCC PORTMCF_ADMIN_NOTIFY_ _CC PORTMCF_ADMIN_NOTIFY_ _FRM PORTMCF_ADMIN_NOTIFY_ MESSAGE PORTMCF_ADMIN_NOTIFY_ SUBJECT VARCHAR2(255) ADMIN NOTIFYING The address for error notification. VARCHAR2(255) ADMIN NOTIFYING BCC: The bcc address for error notification. VARCHAR2(255) ADMIN NOTIFYING CC: The cc address for error notification. VARCHAR2(255) ADMIN NOTIFYING FROM: The address initiating the error notification. CLOB ADMIN NOTIFYING MESSAGE: The contents of the message sent for error notification. VARCHAR2(255) ADMIN NOTIFYING SUBJECT: The address subject line for error notification. PORTMCF_ERROR_THRESHOLD_ BULK NUMBER(10) NOT ERROR THRESHOLD BULK: The number of bulk errors that can occur before error notification is sent and the bulk processing is halted. PORTMCF_ERROR_THRESHOLD_ REAL NUMBER(10) NOT ERROR THRESHOLD REAL: The number of real-time errors that can occur before error notification is sent and the real-time process is halted. PORTMCF_NAME VARCHAR2(60) NOT NAME: The name of the system configuration. Valid value is SYSCONFIG. Position Control Release Guide Appendix - Technical changes included for the release 30

31 Column Data Type Null/ Not Null Column Comments PORTMCF_NOTIFICATION_TIME DATE NOT PORTMCF_PROCESSING_MODE VARCHAR2(60) NOT NOTIFICATION TIME: The time when an message will be sent if any error messages exist and need attention. PROCESSING MODE: The process modes for which service events are interfaced Valid values are AUDIT = validates data without updating the Talent Management Suite, UPDATE = will verify and update data in the Talent Management Suite. Position Control Release Guide Appendix - Technical changes included for the release 31

32 Table representing a service event error (PORTMEE) Column Data Type Null/ Not Null Column Comments PORTMEE_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMEE_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMEE_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMEE_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMEE_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMEE_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMEE_ERROR_MESSAGE VARCHAR2(4000) NOT PORTMEE_EVENT_CATEGORY VARCHAR2(60) NOT ERROR MESSAGE: The error message(s). EVENT CATEGORY: The event category being processed. Valid values are BULK or REAL_TIME. PORTMEE_EVENT_XML_ DOCUMENT CLOB EVENT XML DOCUMENT: The XML document which represents the business event error messages. PORTMEE_PORTMBH_ID NUMBER(19) PORTMBH ID: The bulk header ID associated with this service event error. PORTMEE_PORTMSE_ID NUMBER(19) NOT PORTMSE ID: The service event foreign key surrogate ID of this service event error. Position Control Release Guide Appendix - Technical changes included for the release 32

33 Table representing a data dictionary of fields to be used in mapping data to a service provider's API specification (PORTMFD) Column Data Type Null/ Not Null Column Comments PORTMFD_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMFD_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMFD_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMFD_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMFD_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMFD_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMFD_DESC VARCHAR2(255) NOT PORTMFD_FIELD_TYPE VARCHAR2(60) NOT DESCRIPTION: The description of the field. FIELD TYPE: The types of data fields used in mapping data to a service provider's API specifications. Valid values are BOOLEAN, DATE, DECIMAL, ENUMERATION, INTEGER or STRING. PORTMFD_MAX_LENGTH NUMBER(10) MAXIMUM LENGTH: The maximum length of the field. PORTMFD_NAME VARCHAR2(60) NOT PORTMFD_RECORD_TYPE VARCHAR2(60) NOT PORTMFD_REQUIRED_IND CHAR(1) NOT NAME: The name of the data attribute field. RECORD TYPE: The record format used in mapping data to a service provider's API specification. Valid values are LOCATION OU, USER, USER_CUSTOM_OU or NONE. REQUIRED INDICATOR: Indicates that the field value is required. Valid values are (Y)es or (N)o. Default value is Y. Position Control Release Guide Appendix - Technical changes included for the release 33

34 Table representing a join table between Business Event Meta Data and Service Events (PORTMSB) Column Data Type Null/ Not Null Column Comments PORTMSB_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMSB_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMSB_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSB_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMSB_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMSB_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMSB_BUSINESS_EVENT_ ID NUMBER(19) NOT BUSINESS EVENT ID: The associated Business surrogate ID. PORTMSB_SERVICE_EVENT_ID NUMBER(19) NOT SERVICE EVENT ID: The associated Service Event surrogate ID. Position Control Release Guide Appendix - Technical changes included for the release 34

35 Table representing a Talent Management service definition (PORTMSD) Column Data Type Null/ Not Null Column Comments PORTMSD_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMSD_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMSD_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSD_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMSD_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMSD_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMSD_ACTIVE_IND CHAR(1) NOT PORTMSD_DESC VARCHAR2(255) NOT PORTMSD_END_POINT VARCHAR2(255) NOT PORTMSD_NAME VARCHAR2(60) NOT ACTIVE INDICATOR: Indicates if the service is active. Valid values are (Y)es or (N)o. Default value is N. DESCRIPTION: The description of the service provider. END POINT: The service end point. NAME: The name of the service provider. PORTMSD_PASSWORD VARCHAR2(128) PASSWORD: The password used for authenticating the web service caller. PORTMSD_SERVICE_TYPE VARCHAR2(60) NOT SERVICE TYPE: The type of services supported by a service provider. Valid value is CLIENT_DATA_SERVICE. PORTMSD_USERNAME VARCHAR2(60) USERNAME: The username used for authenticating the web service caller. Position Control Release Guide Appendix - Technical changes included for the release 35

36 Table representing a service event (PORTMSE) Column Data Type Null/ Not Null Column Comments PORTMSE_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMSE_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMSE_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSE_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMSE_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMSE_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMSE_DESC VARCHAR2(255) NOT PORTMSE_NAME VARCHAR2(60) NOT DESCRIPTION: The description of the service provider. NAME: The name of the service provider. PORTMSE_SERVICE_EVENT_ TYPE VARCHAR2(60) NOT SERVICE EVENT TYPE: The types of service events supported by a service provider. Valid values are UPDATE_LOCATION_ORGANIZATIONAL_U NIT, UPDATE_ORGANIZATIONAL_UNIT or UPDATE_USER. PORTMSE_PORTMSD_ID NUMBER(19) NOT ID: The service definition surrogate ID. Position Control Release Guide Appendix - Technical changes included for the release 36

37 Table representing a data SQL mapping (PORTMSM) Column Data Type Null/ Not Null Column Comments PORTMSM_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMSM_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMSM_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSM_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMSM_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMSM_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMSM_DESC VARCHAR2(255) NOT PORTMSM_NAME VARCHAR2(60) NOT PORTMSM_RECORD_TYPE VARCHAR2(60) NOT DESCRIPTION: The description of the SQL Definition mapping. NAME: The name of the SQL Definition mapping. RECORD TYPE: The record format used in mapping data to a service provider's API specification. Valid values are LOCATION, OU, USER, USER_CUSTOM_OU or NONE. PORTMSM_SQL_DEFINITION_ TYPE VARCHAR2(60) NOT SQL DEFINITION TYPE: The SQL Definition types of SQL queries used by a service event. Valid values are FILTER or MAPPING. PORTMSM_SQL_STATEMENT CLOB NOT PORTMSM_PORTMSE_ID NUMBER(19) NOT SQL STATEMENT: The SQL query string associated with the SQL definition. PORTMSE ID: The service event surrogate ID associated with this SQL mapping. Position Control Release Guide Appendix - Technical changes included for the release 37

38 Table representing the controls for processing the timebased event (PORTMTB) Column Data Type Null/ Not Null Column Comments PORTMTB_SURROGATE_ID NUMBER(19) NOT SURROGATE ID: The surrogate id for this record. PORTMTB_DATA_ORIGIN VARCHAR2(30) DATA ORIGIN: Source system that created or updated the data. PORTMTB_ACTIVITY_DATE TIMESTAMP(6) ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMTB_USER_ID VARCHAR2(30) USER ID: The user ID of the person who inserted or last updated this record. PORTMTB_VERSION NUMBER(19) NOT VERSION: The optimistic lock token for this record. PORTMTB_VPDI_CODE VARCHAR2(6) VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support. PORTMTB_DESC VARCHAR2(255) NOT PORTMTB_ENABLED_IND CHAR(1) NOT DESCRIPTION: The description of the timebased process. ENABLED INDICATOR: Indicates that the time-based effective date job scheduler is enabled. Valid values are (Y)es or (N)o. Default value is N. PORTMTB_LAST_DATE_ PROCESSED TIMESTAMP(6) LAST DATE PROCESSED: Date of the last successful time-based job scheduler record processed. PORTMTB_LATEST_RESULTS VARCHAR2(255) LATEST RESULTS: A free-form note field with result information on the last time-based process. PORTMTB_NAME VARCHAR2(60) NOT NAME: The name of the time-based process. PORTMTB_EVENTS_QUEUED NUMBER(10) EVENTS QUEUED: The number of timebased events queued by the process. Position Control Release Guide Appendix - Technical changes included for the release 38

39 New Packages The following packages have been added for the release. POKTMBU This utility package creates bulk records. POKTMTB This package creates the logical change records (LCRs) for Talent Management timebased events. PUKLCRS This utility package manually creates the LCRs. New Scripts The following new scripts are delivered for the release. Note: Please refer to the Human Resources 8.9 Upgrade Guide for information about how to run these scripts. Script bitm_event_admin.sql bitmusr.sql usr_bwpbitm_m.sql bitmusr_11privs.sql Description This script grants EXECUTE privilege for STREAMSADMIN.IP_EVENT_DML_HANDLER routine to BANINST1 and USR_BWPBITM_M, and query access to EVENTS tables to USR_DEFAULT_Q. This script creates a new BANNER Integration Talent Management Applications user, BITMUSR. This script creates 11g application role USR_BWPBITM_M. This script grants create session and USR_BWPBITM_M and BAN_DEFAULT_Q to BITMUSR as default roles. Position Control Release Guide Appendix - Technical changes included for the release 39

40 Script bulkfeed-load.sql portmba_080802_01.sql portmba_080802_02.sql portmba_080802_03.sql portmba_080802_04.sql portmba_080802_05.sql portmbd_080802_01.sql portmbd_080802_02.sql portmbd_080802_03.sql portmbd_080802_04.sql portmbd_080802_05.sql portmbh_080802_01.sql portmbh_080802_02.sql portmbh_080802_03.sql portmbh_080802_04.sql portmbh_080802_05.sql portmcf_080802_01.sql portmcf_080802_02.sql portmcf_080802_03.sql portmcf_080802_04.sql portmcf_080802_05.sql portmee_080802_01.sql portmee_080802_02.sql portmee_080802_03.sql Description This script allows users to load bulk feeds for data synchronization using a cursor that selects data from Banner tables. You will need to modify the cursor, per the bulk feed requirements. This script creates new table PORTMBA. This script creates a primary key for table PORTMBA. This script creates foreign keys for table PORTMBA. This script creates table and column comments for table PORTMBA. This script creates a new database sequence to be used as the primary. This script creates new table PORTMBD. This script creates a primary key for table PORTMBD. This script creates foreign keys for table PORTMBD. This script creates table and column comments for table PORTMBD. This script creates a new database sequence to be used as the primary. This script creates new table PORTMBH. This script creates a primary key for table PORTMBH. This script creates foreign keys for table PORTMBH. This script creates table and column comments for table PORTMBH. This script creates a new database sequence to be used as the primary. This script creates new table PORTMCF. This script creates a primary key for table PORTMCF. This script creates a unique key for table PORTMCF. This script creates table and column comments for table PORTMCF. This script creates a new database sequence to be used as the primary. This script creates new table PORTMEE. This script creates a primary key for table PORTMEE. This script creates foreign keys for table PORTMEE. Position Control Release Guide Appendix - Technical changes included for the release 40

41 Script portmee_080802_04.sql portmee_080802_05.sql portmee_080802_06.sql portmfd_080802_01.sql portmfd_080802_02.sql portmfd_080802_03.sql portmfd_080802_04.sql portmfd_080802_05.sql portmsb_080802_01.sql portmsb_080802_02.sql portmsb_080802_03.sql portmsb_080802_04.sql portmsb_080802_05.sql portmsb_080802_06.sql portmsb_080802_07.sql portmsd_080802_01.sql portmsd_080802_02.sql portmsd_080802_03.sql portmsd_080802_04.sql portmsd_080802_05.sql portmsd_080802_06.sql portmse_080802_01.sql portmse_080802_02.sql portmse_080802_03.sql portmse_080802_04.sql Description This script creates foreign keys for table PORTMEE. This script creates table and column comments for table PORTMEE. This script creates a new database sequence to be used as the primary. This script creates new table PORTMFD. This script creates a primary key for table PORTMFD. This script creates a unique key for table PORTMFD. This script creates table and column comments for table PORTMFD. This script creates a new database sequence to be used as the primary. This script creates new table PORTMSB. This script creates a primary key for table PORTMSB. This script creates foreign keys for table PORTMSB. This script creates foreign keys for table PORTMSB. This script creates a unique key for table PORTMSB. This script creates table and column comments for table PORTMSB. This script creates a new database sequence to be used as the primary. This script creates new table PORTMSD. This script creates a primary key for table PORTMSD. This script creates a unique key for table PORTMSD. This script creates a unique key for table PORTMSD. This script creates table and column comments for table PORTMSD. This script creates a new database sequence to be used as the primary. This script creates new table PORTMSE. This script creates a primary key for table PORTMSE. This script creates foreign keys for table PORTMSE. This script creates a unique key for table PORTMSE. Position Control Release Guide Appendix - Technical changes included for the release 41

42 Script portmse_080802_05.sql portmse_080802_06.sql portmsm_080802_01.sql portmsm_080802_02.sql portmsm_080802_03.sql portmsm_080802_04.sql portmsm_080802_05.sql portmsm_080802_06.sql portmtb_080802_01.sql portmtb_080802_02.sql portmtb_080802_03.sql portmtb_080802_04.sql portmtb_080802_05.sql Description This script creates table and column comments for table PORTMSE. This script creates a new database sequence to be used as the primary. This script creates new table PORTMSM. This script creates a primary key for table PORTMSM. This script creates foreign keys for table PORTMSM. This script creates a unique key for table PORTMSM. This script creates table and column comments for table PORTMSM. This script creates a new database sequence to be used as the primary. This script creates new table PORTMTB. This script creates a primary key for table PORTMTB. This script creates a unique key for table PORTMTB. This script creates table and column comments for table PORTMTB. This script creates a new database sequence to be used as the primary. The following script is also included for the release. Script pbitm_scheduler.sql Description Scheduler to create and enable a job based on PLSQL_BLOCK to process Job, Address, or Organization changes. The job will run for the given start date and repeat interval. Position Control Release Guide Appendix - Technical changes included for the release 42

43 New Seed Data The following seed data is included for the release. Script bemi_ sql pgobfpudi_ sql pgubmepoi_ sql portmcfi_ sql portmfdi_ sql portmtbi_ sql portmsdi_ sql portmsei_ sql portmsbi_ sql portmsmi_ sql Description This script will insert new EVENTS.BUSINESS_EVENT_METADATA records for Banner Integration Talent Management enhancement. This script will insert a GOBFPUD record to exempt BITMUSR ID from all PII rules. This script inserts new table records into GUBMEPO table to support MEP. This script will insert new PORTMCF records for System Configuration. This script will insert new PORTMFD records for Organizational Unit, Organizational Unit custom, Location, Location custom, User, User custom and User custom Organizational Unit fields. This script will insert new PORTMTB records for Timebased Event Control. This script will insert new PORTMSD records for Service Definition. This script will insert new PORTMSE records for Service Events. This script will insert new PORTMSB records for Business Event Mappings. This script will insert new PORTMSM records for Division, Position, Cost Center, Grade, Custom Employee Class Organizational Unit, Location and User SQL Mappings. New Triggers These new triggers have been added for the release. Position Control Release Guide Appendix - Technical changes included for the release 43

44 Trigger pottmba0.sql pottmbd0.sql pottmbh0.sql pottmcf0.sql pottmee0.sql pottmfd0.sql pottmsb0.sql pottmsd0.sql pottmse0.sql pottmsm0.sql pottmtb0.sql Description This script creates a table trigger to populate portmba_surrogate_id column. This script creates a table trigger to populate portmdb_surrogate_id column. This script creates a table trigger to populate portmbh_surrogate_id column. This script creates a table trigger to populate portmcf_surrogate_id column. This script creates a table trigger to populate portmee_surrogate_id column. This script creates a table trigger to populate portmfd_surrogate_id column. This script creates a table trigger to populate portmsb_surrogate_id column. This script creates a table trigger to populate portmsd_surrogate_id column. This script creates a table trigger to populate portmse_surrogate_id column. This script creates a table trigger to populate portmsm_surrogate_id column. This script creates a table trigger to populate portmtb_surrogate_id column. Position Control Release Guide Appendix - Technical changes included for the release 44