Banner Employee Self-Service Salary Planner Handbook. Release 8.6 October 2011

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1 Banner Employee Self-Service Salary Planner Release 8.6 October 2011

2 Banner, Colleague, PowerCAMPUS, Luminis and Datatel are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian, Advance, DegreeWorks, fsaatlas, Course Signals, SmartCall, Recruiter, MOX, ILP, and WCMS are trademarks of Ellucian or its affiliates. Other names may be trademarks of their respective owners Ellucian. All rights reserved. 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 Revision History Publication Date October 2011 Summary New version that supports Banner Employee Self-Service Salary Planner 8.6 release.

3 Banner Employee Self-Service Salary Planner 8.6 Contents Chapter 1 Introduction Salary Planner Users Master Salary Planner Budget Manager Comparison Between the Salary Planner and Spreadsheet Budgeting Chapter 2 Salary Planner Setup Establish Access to the Salary Planner Menu Assign Roles to Salary Planner Users Establish Banner Security for Salary Planner Set Up Banner Forms for the Salary Planner Chapter Web Pages Create Scenario (bwpksala.) P_ChooseCreateScenario Automatic Update of Position Budget from Job Records Automatic Update of Budget Development Copy Scenario (bwpksala.p_choosecopyscenario) Edit Scenario (bwpksala.p_chooseeditscenario) October 2011 Banner Employee Self-Service Salary Planner 8.6 iii Contents

4 Position Filters (bwpksala.p_dispposnfilters) Employee Filter (bwpksala.p_dispemployeefilter) Search Results (bwpksala.p_getemployeebyname) List by Employee (bwpksjob.p_listbyemployee) Employee Detail (bwpksjob.p_modifyempdetl) Job Detail (bwpksjob.p_modifyjobdetl) Job Labor Distribution (bwpksdst.p_joblabordist) List By Position (bwpkspos.p_listbyposition) Position Detail (bwpkspos.p_modifyposndetl) Position Distribution (bwpksdst.p_posnlabordist) Summary Totals (bwpkstot.p_dispsumtotals) Default Regular Hours (bwpksjob.p_dispdefaulthrs) Account Distribution (bwpksdst.p_dispacctdist) Account Distribution Lookup (bwpksfdt.p_listofvaluesld) Job Comments (bwpksjob.p_dispjobcomments) Position Comments (bwpkspos.p_dispposncomments) Organizations with No Data (bwpkspos.p_disporgnswoutdata) Organization Lock Selection (bwpksorg.p_chooseorgnlock) Organization Lookup (bwpksorg.p_listofvaluesld) Change Organization Lock (bwpksorg.p_lockorgn) Query Multiple Extracts (bwpksmex.p_viewextracts) Multiple Extracts - Employee (bwpksmex.p_dispmultipleemployee) Multiple Extracts - Position (bwpksmex.p_dispmultiplepositions) Multiple Extracts Summary Totals (bwpksmex.p_dispsumtotals) Data Download for Spreadsheet Upload (bwpkspos.csv and bwpksjob.csv) Position upload Job upload Process flow Format position change amount file Format job change amounts file Data Download to a.csv Spreadsheet File Data With a Leading Zero iv Banner Employee Self-Service Salary Planner 8.6 October 2011 Contents

5 Chapter 4 Technical Information Salary Planner Tables Related Banner Tables Utility Script Salary Planner Web Packages Related Web Packages October 2011 Banner Employee Self-Service Salary Planner 8.6 v Contents

6 vi Banner Employee Self-Service Salary Planner 8.6 October 2011 Contents

7 1 Introduction To help identify the financial needs of an organization, budgets are established for various activities from office supplies and travel expenses to Labor or Position Budgets. Although Banner s Spreadsheet Budgeting application does allow you to download and work on budget data associated with positions, a new application - the Salary Planner harnesses the existing functionality of Spreadsheet Budgeting and also provides additional powerful administrative features that control the distribution and display of information across an enterprise. The Salary Planner is a Web application that allows authorized administrative personnel such as HR Managers and Department Heads to evaluate, plan, and create budgets for any fiscal year. This application allows designated employees the ability to create multiple versions of budgets to eventually determine the final fiscal year budget that meets the approval of the organization. It also allows for mass salary changes anytime during or prior to the fiscal year. This can be outside of budgeting such as mid-year increases. For example, when the Plumbers Union negotiates a new contract for 3% increase for all employees in the Union. The Salary Planner enhancement can be used to apply, review and upload salary amounts, as an alternative to the existing NBPMASS process in Banner Human Resources. As of the 8.4 Release, Salary Planner Extract/Scenarios may be set up to automatically post to associated Finance Self Service Budget Development Worksheets. The enhanced functionality provides budget development users the ability to review their departmental budget in its entirety, including labor amounts. This enhancement provides additional capabilities to the Finance Budget Development module, all of which may be controlled by the user from within Salary Planner. Note JavaScript must be enabled in the browser to use the Salary Planner in Employee Self-Service. As of the 8.6 Release, a new process has been created to allow the upload of change amounts from an Excel worksheet into Salary Planner Employee Self Service tables. Salary changes and position budget changes may be uploaded from an Excel spreadsheet into Banner's Salary Planner system using the Upload to Salary Planner (NBPUPSP) process in Banner. Up to four Job Change Reasons and Salary Change Amounts may be processed for each employee's job with this enhancement. One Change Amount may be processed per Position Budget. Note Refer to Chapter 13, "Reports and Processes" of the Human Resources User Guide, for details regarding the NBPUPSP process. October 2011 Banner Employee Self-Service Salary Planner Introduction

8 Main features of the Salary Planner application include: The ability to download as well as upload Position Budget and job salary data into Banner Human Resources by means of an Extract process and an Upload Process through Job Submission in Banner. A decentralized yet controlled method of distribution and access to Position Budget and job salary data to designated employees at various levels across the enterprise. The creation of generic high-level budget scenarios as well as subsequent detailed budget scenarios. The creation and/or update of budget scenarios are subject to new security factors such as, the user s role in the Salary Planner, the user s budget organization security set up in Banner, as well as existing Banner HR security. The ability to modify the Position Budget and/or Salary Budget for a specific Position or Employee, or Mass Apply a budget change(s) to a group of positions and/or employees. Control the automatic updating of labor amounts in Finance Self Service Budget Development from Salary Planner Scenarios The Salary Planner relies on data entered in Banner Position Control, Banner Human Resources and Banner Finance (if installed) for budget creation and budget locking through Employee Self-Service. Using Banner functionality, a budget is created by establishing a Budget ID and a Phase in the Banner Finance system. Each Position Budget is associated with a Budget ID and Phase, with the budget status classified as either Working or Approved for a specific fiscal year. A Position Budget record may be further identified by using a Budget Profile, a new position attribute added in Banner Human Resources 6.1. The Budget Profile allows for a specific description to be associated with the position's budget, such as Recurring, Nonrecurring or Grant. The Budget Extract ID, refers to a set of rules specified to extract budget data from Banner Human Resources into the Salary Planner via the new Salary Planner Extract Process (NBPSPEX). The extract rules and Budget Extract IDs defined in the Salary Planner Extract Rules Form (NTRSPEX) identify a select list of positions, and associated jobs for inclusion in a budget model or scenario. All budget scenarios in the Salary Planner are created from the information downloaded into the Salary Planner via the NBPSPEX extract process. 1-2 Banner Employee Self-Service Salary Planner 8.6 October 2011 Introduction

9 Postings to Budget Development follows the Budget ID and Phase associated with the Salary Planner Extract. This is set up on the Salary Planner Extract Rules Form (NTRSPEX) in Banner. Note Budget ID and Phases must be coordinated by the Budget Office to ensure Salary Planner budgets are posted to the correct budget development records for combined overall budget views. Note The NBPSPEX process extracts the data from the Position Control and Payroll tables into corresponding tables of the Salary Planner. All modifications made to budget scenarios in the Salary Planner are maintained in these separate tables. Note Refer to Chapter 13, Reports and Processes of the Human Resources User Guide, for more details regarding the NBPSPEX process. Users modify the budget scenarios in the Salary Planner. After final changes are input, the locked scenario is uploaded into Banner Human Resources using the Salary Planner Update Process (NBPSPUP). Note Refer to Chapter 13, Reports and Processes of the Human Resources User Guide, for more details regarding the upload process, NBPSPUP. The Salary Planner Update Process (NBPSPUP) updates NBAPBUD records for positions. It also generates EPAF forms for NBAJOBS records which can be further reviewed and modified on the Electronic Personnel Action form (NOAEPAF) or the Electronic Approvals Summary Form (NOAAPSM) to incorporate the final changes into Banner through standard EPAF procedures. EPAFs may be mass applied by running the Electronic Approvals Mass Apply Process (NOPEAMA). Note The necessary Approval Types and Approval Categories for the Salary Planner are delivered as seed data specifically to enable the Salary Planner Upload process (NBPSPUP) to create EPAFs, when data is uploaded back into Banner from the Salary Planner. Salary Planner amounts may be zeroed out in Budget Development when running the Salary Planner Upload Process (NBPSPUP) if the position budget amounts will be fed to Budget Development through GURFEED from Position Control for example. This allows the institution the flexibility to decide whether it's appropriate to keep Salary Planner labor budgets (SALP origin) in Finance Budget Development for future viewing. Banner Human Resources application is required for implementing the Salary Planner application in Employee Self-Service. October 2011 Banner Employee Self-Service Salary Planner Introduction

10 Salary Planner Users The Salary Planner application can be accessed only by a select group of employees since budget specifics are usually confined to a finite set of administrative users. Consequently, two types of user roles have been identified, having a different degree of administrative access within the Salary Planner. These user roles are assigned by your WebTailor Administrator. These are: Master Salary Planner Master Salary Planners modify the initial scenario and create scenarios from the initial data extract. The scenario created by the NBPSPEX extract process is referred to as the Initial Scenario. Subsequent scenarios are created by the Master Salary Planner and can be named as desired. HR Manager(s) HR Managers have the ability to modify scenarios (other than the Initial scenario) based on their Budget Organization Access, Employer, Employee Class, and Salary security. Employees designated as Master Salary Planners and HR Managers work with budget information to develop the most optimal budget scenario. Refer to the topic Assign Roles to Salary Planner Users on page 2-3 for more details on how to set up Salary Planner user roles in WebTailor. Master Salary Planner The Budget Office, or Master Salary Planner, can set indicators when creating a scenario in Salary Planner. Identify a Scenario to allow automatic update of Position Budget records from changes to Employee Job records, for amounts and FTE; Identify one Scenario within an Extract to automatically update the Finance Budget Development Worksheet in Self Service. If set to update, Proposed Position Budget Amounts will be posted to Budget Development (into the FBBBLIN table) when the Scenario is created in Salary Planner. If audit history is being captured, an entry to the history table (FBRAUDT) will also occur. If a Scenario already exists that is posting to Finance Budget Development, indicate that the pre-existing values will be replaced with new amounts from a newly created Scenario; Identify if Pooled Budget Accounts should be used when posting to Finance Budget Development Worksheet, instead of individual line item accounts; 1-4 Banner Employee Self-Service Salary Planner 8.6 October 2011 Introduction

11 Budget Manager A Budget Manager may make changes within Salary Planner. If the Scenario being changed is set to update Budget Development, any changed, new, or deleted position budget or labor distribution is automatically posted. Deletions from Salary Planner do not result in a DEL record in the Finance Budget Development Worksheet, but a change/ update to zero. The DEL status is reserved for deletions from the Finance Self Service page. All Position Budget Amount changes must be made in Salary Planner. October 2011 Banner Employee Self-Service Salary Planner Introduction

12 Comparison Between the Salary Planner and Spreadsheet Budgeting The following table draws a comparison between the Salary Planner and Spreadsheet Budgeting. Feature Salary Planner Spreadsheet Budgeting Downloads Positions and Jobs Salary Data? Yes Yes Upload Position budgets? Yes Yes Upload Job Salary Data? Yes No Security control over data after it has been downloaded? Automatically update Finance SS Budget Development Yes Yes No No 1-6 Banner Employee Self-Service Salary Planner 8.6 October 2011 Introduction

13 2 Salary Planner Setup To implement and use the Salary Planner in Employee Self-Service, an enterprise must perform the following tasks. 1. Establish access to the Salary Planner menu in Employee Self-Service. This task has to be performed by your Web Tailor Administrator only if you have customized the Employee Self-Service Main Menu. Otherwise, proceed to Step Define the role of each user in the Salary Planner. This task has to be performed by your Web Tailor Administrator. 3. Establish Banner Security for the Salary Planner. 4. Set up rules for Salary Planner in Human Resources and/or Finance forms. The following topics outline each step detail. Establish Access to the Salary Planner Menu Apply the following steps if you have customized the Employee Self-Service Main Menu. That is, if one LOCAL row (twgrmenu_source_ind=l) is found in the twgrmenu table for pmenu.p_mainmnu. After completing the install, 1. Log on to Employee Self-Service with an ID that has access to Web Tailor Administration. 2. Select the Web Tailor Administration menu. 3. Select Menu Items. 4. Select the Web menu, pmenu.p_mainmnu, from the pull-down list. October 2011 Banner Employee Self-Service Salary Planner Salary Planner Setup

14 5. Select the Customize Menu Items button. You will see a list of menu entries for the Employee Main Menu. If at least one LOCAL entry is displayed then continue with the following steps. Otherwise, exit Employee Self-Service making no changes, and proceed to assign roles to Salary Planner users by following instructions on Select the Add a New Menu Item button. 7. On the Create a New Menu Item page, enter the following information: 8. Select the Submit Changes button. 9. Follow the instructions outlined in the next topic to Assign Roles to Salary Planner Users on page Then, log on the Employee Self-Service as a Salary Planner user. The Salary Planner menu should be listed under the Employee Main Menu. Note All Web packages and Web procedures specific to the Salary Planner are delivered as seed data by. For a complete list procedures delivered for the Salary Planner, refer to the your file as a Microsoft Excel file, select Save As on the under File Type, select the Microsoft Excel Workbook. on 2-2 Banner Employee Self-Service Salary Planner 8.6 October 2011 Salary Planner Setup

15 Assign Roles to Salary Planner Users Two types of users can access the Salary Planner. Each user type is identified by their role in the Salary Planner. These include: Master Salary Planners and HR Managers These new roles are added to the Web Tailor table, TWTVROLE, via the utility script, UTWTVROLE.SQL and the Web Tailor Administrator at your enterprise assigns the role(s) of each user. To define the role of each user in the Salary Planner, access the Web Tailor application. 1. Log on to Employee Self-Service with your Web Tailor Administrator ID and Password. 2. Select the Web Tailor Administration menu. 3. Select the User Roles menu option. 4. Enter the ID of the employee who is to be assigned the user role and select Submit. 5. On the Update User Roles page, mark the corresponding check box to assign the employee any of the following roles in the Salary Planner: HR Manager Master Salary Planner Note Master Salary Planners have all the privileges of the HR Manager role, plus the ability to create scenarios and edit the Initial scenario. Therefore, it is not necessary to assign the HR Manager role to a user who has the Master Salary Planner role. October 2011 Banner Employee Self-Service Salary Planner Salary Planner Setup

16 Establish Banner Security for Salary Planner Access to Salary Planner information can be controlled at the application level and at the user level in Banner. An enterprise can establish Banner security for the Salary Planner at four levels: Organization security - by setting the Organizational Security indicator in the Salary Planner Rules window on the Position Control Installation Rules Form (NTRINST). Organization security in the Salary Planner is based on the position organization defined on the Position Salary Budgets window in the Position Budget Form (NBAPBUD). Note This indicator turns on/off the Organization security for Salary Planner only. For details, refer to the NTRINST form in the Human Resources User Guide. Employee Class security - using the existing functionality of the Employee Class Security Form (PSAECLS) and the Installation Rules Form (PTRINST). Employee Class security in the Salary Planner is based on the position Employee Class defined on the Position Definition form (NBAPOSN). Note This indicator turns on/off the Employee Class security for both Banner Forms and Salary Planner. Employer security - using the existing functionality of Employer Security Form (PSAEMPR) and the Installation Rules Form (PTRINST). Note This indicator turns on/off the Employer security for both Banner Forms and Salary Planner. Salary Level security - by specifying in the User Code Rules Form (PTRUSER) and the Installation Rules Form (PTRINST). Note This indicator turns on/off the Salary Level security for both Banner Forms and the Salary Planner. Organization Hierarchy In addition to specifying organization security, an organization hierarchy structure must also be established for the Salary Planner. Organization hierarchy can be implemented at enterprises having either Banner Human Resources or Banner Finance. Organization hierarchy is established on the Organization Code Validation Form (PTVORGN) at 2-4 Banner Employee Self-Service Salary Planner 8.6 October 2011 Salary Planner Setup

17 enterprises having only Banner Human Resources whereas the Organization Code Maintenance Form (FTMORGN) is used at enterprises having Banner Finance. Note Organization hierarchy in Banner Finance takes precedence for enterprises that have Banner Human Resources as well as Banner Finance. All other levels of security have to be implemented in Banner Human Resources regardless of where the organization hierarchy is established. Therefore, Banner Human Resources is a mandatory requirement for the Salary Planner. Security at the user level can be set up for Salary Planner users with the following types of organization access: Update Query or None These levels of access can be specified on the User Code Rules Form (PTRUSER) for each user. Users with Update access can access, edit, and modify data in the Salary Planner for all organizations in all COAs. Users with Query access can only access and review information in the Salary Planner. They cannot edit or modify data in the Salary Planner unless additional Organization security is established on the Salary Planner Security Form (NSASPSC). Users with None access cannot access or view information in the Salary Planner application in Employee Self-Service unless additional organization security is established on the Salary Planner Security Form (NSASPSC). Note Users with Query or None access in the User Code Rules Form (PTRUSER) can be given access to view or modify information for specific organizations in the Salary Planner. Access to these organizations can be established on the Salary Planner Security Form (NSASPSC). In this case, NSASPSC overrides the security setup in PTRUSER for the specified organizations. For a detailed description of the Salary Planner Security Form (NSASPSC), refer to the online help of Banner Human Resources. October 2011 Banner Employee Self-Service Salary Planner Salary Planner Setup

18 Set Up Banner Forms for the Salary Planner After setting up Banner security for the Salary Planner, specify the following rules for the Salary Planner in Banner Human Resources: 1. Run the script, NSPACAT.SQL to create Approval Types and assign Approval Categories. You must provide names for Approval Categories and Approval Types when running this script. For example, SPCSAL, SPCJLD, SPCHRS, SPCALL and SPTSAL, SPTJLD, SPTHRS respectively. This script has been developed specifically to enable the Salary Planner Upload process (NBPSPUP) to create EPAFs, when data is uploaded back into Banner from the Salary Planner. Note You must provide the names for the Approval Categories and Approval Types when running this script. For example, SPCSAL, SPCJLD, SPCHRS, SPCALL and SPTSAL, SPTJLD, SPTHRS respectively. The Approval Categories established here are used in the Position Control Installation Rules Form (NTRINST). 2. Create approval levels and identify users on the Electronic Approval Level Rules Form (NTRALVL). These will be used on the Electronic Approval Category Rules form (NTRACAT). 3. In the Salary Planner Rules window of the Position Control Installation Rules Form (NTRINST), define rules for the display of jobs in the Salary Planner application and identify approval categories that will be responsible for reviewing EPAFs when data has been uploaded back into Banner. 4. Create Budget Profile codes in the Budget Profile Validation Form (NTVBPRO) if desired. 5. Associate positions with a Budget Profile on the Position Budget Form (NBAPBUD) if desired. This provides a mechanism by which positions can be further defined for budgeting purposes. Note Each position can be associated with only one Budget Profile at any time. 6. On the Job Change Reason Rule Form (PTRJCRE) indicate the job change reasons that are to be displayed and included in the Totals in the Salary Planner. At least one reason is required by the Salary Planner. 7. On the Salary Planner Extract Rules Form (NTRSPEX), create Budget Extract IDs and specify criteria by which data is to be extracted from Banner Human Resources. 2-6 Banner Employee Self-Service Salary Planner 8.6 October 2011 Salary Planner Setup

19 8. A user runs the Salary Planner Extract Process (NBPSPEX) in Banner HR to download the budget extract into the Salary Planner for a specific Budget Extract ID. Note Any user of Banner HR can run this Extract process regardless of the Salary Planner security. However, your Database Administrator can restrict it to only Salary Planner users through the Oracle Role Security set up. 9. Master Salary Planners modify the Initial Scenario (optional) and create multiple budget scenarios from the Initial Scenario in the Salary Planner. 10. HR Managers can now modify budget scenarios (other than the Initial Scenario) in the Salary Planner and copy their final changes into a final scenario. 11. A Master Salary Planner uploads the locked final version of the budget scenario back into Banner via the new Salary Planner Update Process (NBPSPUP). The user running the upload process must have a record created on the Electronic Approval Routing Rule Form (NTRROUT). October 2011 Banner Employee Self-Service Salary Planner Salary Planner Setup

20 2-8 Banner Employee Self-Service Salary Planner 8.6 October 2011 Salary Planner Setup

21 3 Salary Planner Functions Select the Salary Planner from the Employee menu to access the following menu options. Links to Other Web Pages This Link Create Scenario Copy Scenario Edit Scenario Organization Lock Query Multiple Extracts Finance Budget Development Action Goes to the Create Scenario page (bwpksala.p_choosecreatescenario) Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario) Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts) Goes to the Finance Budget Development Menu (bmenu.p_financebuddevlmnu) October 2011 Banner Employee Self-Service Salary Planner

22 Web Pages The following pages provide detailed field descriptions and functionality of web pages for each of the above menu options. Create Scenario (bwpksala.) P_ChooseCreateScenario on page 3-3 Copy Scenario (bwpksala.p_choosecopyscenario) on page 3-7 Edit Scenario (bwpksala.p_chooseeditscenario) on page 3-10 Position Filters (bwpksala.p_dispposnfilters) on page 3-12 Employee Filter (bwpksala.p_dispemployeefilter) on page 3-15 Search Results (bwpksala.p_getemployeebyname) on page 3-17 List by Employee (bwpksjob.p_listbyemployee) on page 3-18 Employee Detail (bwpksjob.p_modifyempdetl) on page 3-35 Job Detail (bwpksjob.p_modifyjobdetl) on page 3-47 Job Labor Distribution (bwpksdst.p_joblabordist) on page 3-64 List By Position (bwpkspos.p_listbyposition) on page 3-66 Position Detail (bwpkspos.p_modifyposndetl) on page 3-73 Position Distribution (bwpksdst.p_posnlabordist) on page 3-78 Summary Totals (bwpkstot.p_dispsumtotals) on page 3-81 Default Regular Hours (bwpksjob.p_dispdefaulthrs) on page 3-85 Account Distribution (bwpksdst.p_dispacctdist) on page 3-87 Job Comments (bwpksjob.p_dispjobcomments) on page 3-90 Position Comments (bwpkspos.p_dispposncomments) on page 3-92 Organizations with No Data (bwpkspos.p_disporgnswoutdata) on page 3-93 Organization Lock Selection (bwpksorg.p_chooseorgnlock) on page 3-94 Change Organization Lock (bwpksorg.p_lockorgn) on page 3-97 Query Multiple Extracts (bwpksmex.p_viewextracts) on page 3-99 Multiple Extracts - Employee (bwpksmex.p_dispmultipleemployee) on page Multiple Extracts - Position (bwpksmex.p_dispmultiplepositions) on page Multiple Extracts Summary Totals (bwpksmex.p_dispsumtotals) on page Banner Employee Self-Service Salary Planner 8.6 October 2011

23 Create Scenario (bwpksala.) P_ChooseCreateScenario The Create Scenario Web page is displayed upon selecting the Create Scenario menu option in the Salary Planner menu. Note This menu option and Web page is accessible only to those employees who have been designated as Master Salary Planners in the WebTailor application. Master Salary Planners can create new scenarios that are available for HR Managers to review and edit. Each new scenario is an exact duplicate of the Initial scenario that was created by the extract process. The new scenario is identified by means of a unique scenario name assigned by the Master Salary Planner during the Create Scenario process. All organizations in the new scenario are created with an Unlocked status. In the Scenario Selection section create a new budget scenario with the data extracted from Banner Human Resources. Indicators on the Create Scenario web page allow Master Salary Planner users the ability to define automatic update capabilities when creating new Scenarios. Indicators may be set to automatically: Update position budgets from employee job changes within Salary Planner; Update Finance budget development with position budget amounts from Salary Planner; Use Pool accounts when posting to Finance budget development instead of line item detail for position budget amounts from Salary Planner; Replace previously created Extract/Scenario postings with newly created Scenario position budget amounts. These update indicator values will not be copied forward when a new Scenario is created. This maintains the integrity of the one Scenario identified to update Budget Development. If changes in automatic updating are desired, set the appropriate indicators on the newly created Scenario. Automatic Update of Position Budget from Job Records The automatic update of position budgets from changes to employee job records in Salary Planner, allows the institution to keep position budgets in sync with incumbent records so October 2011 Banner Employee Self-Service Salary Planner

24 that dual entry of the changes is not required. Changes made to salary amounts or FTE in the employee job record will change the position budget record if this indicator is checked. Changes to labor distributions may be handled through the pre-existing feature of using the Copy buttons on the Job labor Distribution web page: Copy Position distribution to Job, Copy Job Distribution to Position 3-4 Banner Employee Self-Service Salary Planner 8.6 October 2011

25 Automatic Update of Budget Development Only one Scenario within an Extract may be identified to update budget development at a time. The Budget ID and Phase associated with the Extract on the Salary Planner Extract Rules Form (NTRSPEX) will be identified with the postings to the FBBBLIN table. It is important for the budget office to control the Budget ID and Phases being used across both Budget Development and Salary Planner so they are in sync for posting and viewing in Finance Budget Development Self Service. If using the automatic posting to Budget Development, remember that multiple Extracts with the same Budget ID/Phase may be created for different populations and only one Scenario within each Extract may be identified to update to Budget Development, since the Budget ID/Phase is the same. If separate populations are being processed, create new Extracts for each population to allow postings. Do not overlap populations across Extracts during the same budgeting cycle or incorrect postings to Budget Development may result. Postings from Salary Planner will insert, update or delete based on the following: If a record to be posted does not exist in FBBBLIN, it would be treated as an INSERT with an Origin of SALP; If a record to be posted exists in FBBBLIN, it will be overwritten and the Origin changed to SALP, even if the previous Origin was not SALP (i.e. NEW, OPAL, POSN, Null); If a record is removed as part of the Add/Delete logic in Salary Planner processing, the FBBBLIN record will be set to zero. If the use of Pool Accounts has been selected in Salary Planner, the posting logic will look for a Pool Account value associated with the labor distribution account: 1. Use the chart and budget fiscal year from the Salary Planner Extract. 2. Find the Begin and End Date from Fiscal Year Form (NBAFISC) for the chart and fiscal year. 3. If System Date is less than the budget fiscal year Begin Date, select the effective dated record that is equal to the budget fiscal year Begin Date, however, if no record is found, select the latest effective dated record that is less than the budget fiscal year Begin Date. 4. If System Date is equal to or greater than the budget fiscal year Begin Date, select the latest effective dated record that is less than or equal to the System Date. October 2011 Banner Employee Self-Service Salary Planner

26 Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Choose an Extract ID to copy from and enter new Scenario name.check Update Position, Update Budget Development and Post to Pool boxes, if desired. Only one Scenario is allowed to update Budget Development. If switching Scenarios to post to Budget Development, check the Update Budget and Replace boxes. The Chart, Budget ID and Phase identified on the Extract Rules will be used to post to in Budget Development. After making selections, click the Create Scenario button. Web Page Fields Item Description/Source Information Select a Budget Extract ID in the Scenario Selection section. Extract ID Save As Scenario Update Position Budget from Employee Changes Update Budget Development from Salary Planner Replace salary budget entries in Budget Development Post to Budget Pool Account Displays the IDs of all budget extracts downloaded from Banner HR via the Salary Planner Extract Process (NBPSPEX) in a pull-down list. Select a Budget Extract ID to create a new scenario. Enter a name for the new scenario to be saved. Indicator to update Position Budget from Employee Changes Indicator to update Budget Development from Salary Planner Indicator to replace salary budget entries in Budget Development if a previous Scenario has been set to update Indicator to post to Budget Pool Account rather than by line item Buttons/Icons on This Page Button/Icon Create Scenario Action Goes to the Position Filters page (bwpkspos.p_dispposnfilters). 3-6 Banner Employee Self-Service Salary Planner 8.6 October 2011

27 Links to Other Web Pages This Link Copy Scenario Edit Scenario Organization Lock Query Multiple Extracts Action Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario) Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts) Other Web Pages With Links to This Page Create Scenario Edit Scenario Organization Lock Query Multiple Extracts Create Scenario Copy Scenario (bwpksala.p_choosecopyscenario) The Copy Scenario page allows Salary Planner users to copy data from one scenario to another. HR Managers and Master Salary Planners can use this functionality to copy all changes from one scenario to another. The indicator values to 'Update Position Budget from Employee Changes', 'Update Budget Development from Salary Planner' and related values will not be copied forward when a new Scenario is created. These indicators must be set manually whenever desired. This maintains the integrity of the one Scenario identified to update Budget Development. Records belonging to a locked organization can be copied from, but data cannot be copied into a scenario whose organizations are locked unless the user has access to the predecessor organization, and the predecessor is unlocked. When records are copied for an organization, the organization s Locked status in the destination scenario will always default to Unlocked. October 2011 Banner Employee Self-Service Salary Planner

28 To copy data from one scenario to another: 1. Select a source scenario. 2. Specify a destination scenario. 3. Click Copy. Note All types of security (Organization, Employee Class, etc.) are applied to the copy process. For example, if a user has access to only one Employee Class then only positions in that Employee Class and their associated jobs will be copied. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Choose an Extract ID, Scenario and Organization in the Copy From table. Then choose a Scenario in the Copy To table, and select Copy. Web Page Fields Item Description/Source Information Specify the following information in the Copy From section: Extract ID Scenario Organization Displays a list of Extract IDs that Salary Planner users have access to. The list displayed here depends on the user s access to organizations established by his/her Organization security. Displays a list of all scenarios associated with an Extract ID in alphanumeric order, regardless of their lock status. Note: Initial scenarios will not be included in this list. Displays a list of all organizations to which Salary Planner users have update access, based on their Organization security. Select multiple organizations by using the CTRL or SHIFT keys. 3-8 Banner Employee Self-Service Salary Planner 8.6 October 2011

29 Web Page Fields Item Include Subordinate Organizations Copy To Scenario Description/Source Information Select this check box to copy data from the subordinate organizations belonging to a predecessor organization selected in the Organization field. Note: Only data for those organizations to which the user has update access will be copied. The organization hierarchy has to be previously established in: PTVORGN FTMORGN If Banner Finance is not installed. If Banner Finance is installed. Select a destination scenario to copy to. Buttons/Icons on This Page Button/Icon Copy Action Copies the data from one scenario to another. Links to Other Web Pages This Link Create Scenario Edit Scenario Organization Lock Query Multiple Extracts Action Goes to the Create Scenario page (bwpksala.p_choosecreatescenario) Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts) October 2011 Banner Employee Self-Service Salary Planner

30 Other Web Pages With Links to This Page Edit Scenario Copy Scenario Organization Lock Selection Change Organization Lock Query Multiple Extracts Edit Scenario (bwpksala.p_chooseeditscenario) The Edit Scenario page can be accessed by all users of the Salary Planner application. Master Salary Planner and HR Manager users use this page to select a Budget Extract ID and Scenario for viewing/editing. This page displays a list of all budget extracts and scenarios that have been created. However, only Master Salary Planners will have access to the Initial scenario. HR Managers can edit only those scenarios that have been created by the Master Salary Planner. Note It is important to note that new budget scenarios cannot be created on this Web page. This functionality is available only in the Create Scenario page. For details refer to Create Scenario (bwpksala.) P_ChooseCreateScenario. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Choose Extract ID and Scenario, then select filter criteria Banner Employee Self-Service Salary Planner 8.6 October 2011

31 Web Page Fields Item Description/Source Information Select a Budget Extract ID in the Scenario Selection section. Extract ID Scenario Displays the IDs of available Budget Extracts downloaded from Banner HR via the Budget Extract Process (NBPSPEX) in a pull-down list. Select a Budget Extract ID to edit. Master Salary Planners can see all downloaded budget extracts. Displays a list of available scenarios created using the selected Extract ID. Select the appropriate scenario from the pull-down list. Master Salary Planners see the Initial scenario listed as an entry in the pull-down list. This option will not be listed for HR Managers. Specify the filter criteria to be used to select data within the Extract ID - Scenario. Options include: By Position Attributes By Employee Name Records may be filtered by Position attributes. For example, by Organization, Employee Class, Bargaining Unit, etc. Records may be filtered by Employee name or ID. Buttons/Icons on This Page Button/Icon Select Action Goes to the Position Filters page if the By Position Attributes radio button is selected. OR Goes to the Employee Filter page if the By Employee Name radio button is selected. October 2011 Banner Employee Self-Service Salary Planner

32 Links to Other Web Pages This Link Create Scenario Copy Scenario Organization Lock Query Multiple Extracts Action Goes to the Create Scenario page (bwpksala.p_choosecreatescenario) Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario) Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts) Other Web Pages With Links to This Page Create Scenario Copy Scenario Search Results Organization Lock Selection Change Organization Lock Query Multiple Extracts Position Filters (bwpksala.p_dispposnfilters) The Position Filters page is displayed under the following circumstances: When Master Salary Planners create a new scenario and select the Create Scenario button on the Create Scenario page OR When Master Salary Planners or HR Managers choose to filter by Position Attributes on the Edit Scenario page. If the Scenario is set to automatically post to Budget Development, a section at the top is dynamically displayed to identify the targeted Chart of Accounts, Budget ID and Phase in Finance Budget Development Banner Employee Self-Service Salary Planner 8.6 October 2011

33 This page is used to further refine the Positions and Jobs displayed on all subsequent pages in the Salary Planner. Filter criteria include: Organizations, Employee Classes, Bargaining Units, Faculty Rank, Vacant Positions, and Single Positions. The Organization, Employee Class, and Bargaining Unit criteria are applied against the Position only. For example, if the user selects Organization 2700 and Employee Class F1 - Faculty 12 month, only Positions budgeted in Org 2700 and Employee Class F1, and only jobs associated with those Positions will be selected for display. A Job with Time Sheet Organization 2700 and Employee Class F1 will only be selected if the Position to which it is associated is also in Organization 2700 and Employee Class F1. Organization and Employee Class security within the Salary Planner are driven by the Position Budget as defined on Position Definition Form (NBAPOSN) and the Position Budget Form (NBAPBUD). Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter filter criteria and select desired button. Use Ctrl or Shift key to select multiple. Web Page Fields Item Chart of Accounts Budget ID Budget Phase Organizations Description/Source Information Chart of Accounts identified in the extract and position budget entries will post to. Budget ID identified in the extract and position budget entries will post to. Budget Phase identified in the extract and position budget entries will post to. Displays a list of all organizations to which Salary Planner users have either update or query access based on their Organization security established in Banner HR. Select multiple organizations by using the CTRL or the SHIFT keys. October 2011 Banner Employee Self-Service Salary Planner

34 Web Page Fields Item Include Subordinate Organizations Employee Class Bargaining Unit Faculty Rank Include Pooled Positions Include Vacant Positions Number of Records per Page Description/Source Information Select this check box to copy data from any subordinate organization belonging to a predecessor organization selected in the Organization field. The organization hierarchy has to be previously established in: PTVORGN FTMORGN If Banner Finance is not installed. If Banner Finance is installed. Displays a list of Employee Classes included in the extract, to which the user has access. Select one or more Employee Classes from the pull-down list, using the CTRL + SHIFT key. Displays a list of Bargaining Units that were included in the extract. Select one or more Bargaining Units from the pull-down list using the CTRL + SHIFT key. Displays a list of Faculty Rank codes included in the extract. Select one or more Faculty Rank codes from the pull-down list using the CTRL + SHIFT key. Select this check box to include pooled positions that have been included in the extract. Otherwise, only single positions will be included. Pooled refers to the attribute set on the Position Budget Form (NBAPBUD) and generally refers to those positions that would have more than one person associated with them. Select this check box to include any vacant positions that were included by the extract. Indicate your choice for the number of records that are to be displayed in the resulting Web page. Select a number from the pull-down list Banner Employee Self-Service Salary Planner 8.6 October 2011

35 Buttons/Icons on This Page Button/Icon List by Employee Summary Totals List by Position Action Goes to the List by Employee page (bwbkbjob.p_listbyemployee) Goes to the Summary Totals page (bwpkstot.p_dispsumtotals) Goes to the List by Position page (bwpkspos.p_listbyposn) Links to Other Web Pages This Link Employee Filter Action Goes to the Employee Filter page (bwpksala.p_dispemployeefilter) Other Web Pages With Links to This Page Employee Filter List by Position List by Employee Employee Detail Job Detail Summary Totals Employee Filter (bwpksala.p_dispemployeefilter) The Employee Filters page is displayed when HR Managers and/or Master Salary Planners choose to filter information by employee name on the Edit Scenario page. This page displays a list of search criteria that can be specified to locate an employee in a specific budget scenario. Employees can be located by conducting an exact search or a wild card search. An exact search can be made if the Employee s ID is known whereas a wild card search can be made by entering the Percent sign (%) in any field. If an exact match is found, the Employee Detail page is displayed for the corresponding employee. If more than one October 2011 Banner Employee Self-Service Salary Planner

36 employee meets the search criteria a list of employees is displayed on the Search Results page. When using a wildcard in the name, Oracle Soundex logic is used to display search results. Example: if you enter Si% you may get results like Sillman, Simon or Soho. This Web page can be accessed from the Edit Scenario page, Position Filter page, List by Position page, List by Employee page, or the Summary Totals page. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter the Last Name and or First Name of the employee. Enter an ID or use the percent sign as a wildcard. For example, Tay% in the Last Name field will retrieve employees with last names that start with 'Tay'. Web Page Fields Item Last Name First Name ID Number of Records per Page Description/Source Information Search for an employee by entering his/her Last Name. Enter the exact last name or specify a wild card search. For example, ANDERSON or AN%. Note: Search is not case-sensitive. Search for an employee by entering his/her First Name. Enter the exact first name or specify a wild card search. For example, ALLISON or AL%. Note: Search is not case-sensitive. Specify an exact search or a wild card search using the Employee s Banner ID. For example, BAN12345 or BAN%. Select the number of records to be displayed on each page Banner Employee Self-Service Salary Planner 8.6 October 2011

37 Buttons/Icons on This Page Button/Icon Go Action Goes to the Search Results page if multiple names that match the search criteria are returned, OR Goes to the Employee Detail page if the search finds an exact match or results in only a single match from a wild card search. Links to Other Web Pages This Link Position Filter Action Goes to the Position Filters page (bwpksala.p_dispposnfilters) Other Web Pages With Links to This Page Position Filter List by Position List by Employee Employee Detail Job Detail Search Results (bwpksala.p_getemployeebyname) The Search Results page displays a list of all employees who match the search criteria entered on the Employee Filter page. Each employee is listed by their Last Name, First Name, and their Employee ID in Banner. Select a Name to access and review an employee s job and salary information on the Employee Details page. The Search Results page can be accessed only from the Employee Filters page. October 2011 Banner Employee Self-Service Salary Planner

38 Note HR Managers and Master Salary Planners are given access to only a certain subset of positions through the Banner Security set up for each individual user of Salary Planner. Consequently, each employee designated as a HR Manager or a Master Salary Planner can only view and access those employees that match the search criteria for those positions that are included within the limits established by their Banner Organization security. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Select an employee to access the Employee Detail Page. Web Page Fields Item Name ID Description/Source Information Displays the employee s first name and last name. Displays the employee s Banner ID. Links to Other Web Pages This Link Edit Scenario Action Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario). List by Employee (bwpksjob.p_listbyemployee) The List by Employee page displays the job and salary information of each employee for all positions that met the filter criteria entered on the Position or Employee Filter page. The information displayed on this page is restricted based on the user security as established in Banner Human Resources. It is important to note that this means that Salary Planner users may not see the salaries of all jobs associated with a particular employee Banner Employee Self-Service Salary Planner 8.6 October 2011

39 The List by Employee page allows Salary Planner users to: Apply mass changes in salary for all employees within each organization Note Changes in salaries are limited to those jobs with salary level at Step 0 (zero). The Job Detail page has to be accessed to mass change salaries at all other levels. OR Enter salary changes to specific employees in one or more organizations. To accommodate for either situation, information on this page is organized in the following four tables: Mass Change Table List by Employee Table Organization Totals Table Filter Criteria Table Salary changes are awarded in terms of percents or amounts for various reasons. Each Reason is listed in the Mass Change Table. Reasons for awarding a salary change can be included or excluded in the calculation of Organization Totals. The Reasons are defined in the Job Change Reason Code Rule Form (PTRJCRE). Change Percents and Change Amounts set up to be included in the totals will be used to calculate both, the Employee Change Percent and Change Amount and the Departmental Change Percent and Change Amount. For example, if the following percents are entered for each reason: Reason Percent Amount Include in Change Totals Merit Increase 3.0 Yes Cost of Living 2.0 Yes Other 1.0 No Then the employee s total departmental change percent is 5%, disregarding the 1% associated with the Other reason. This value is displayed in the Change Percent field of the List by Employee table on this page. Note Changes to salary are applied to only those jobs that are updateable to each Salary Planner user based on the user s organization security and the organization s lock status. October 2011 Banner Employee Self-Service Salary Planner

40 The Mass Change table is followed by an alphabetical listing of employees within each organization. Here, changes can be entered in terms of percents or amounts for a specific employee. However, the Change Percent and Change Amount fields will not be enterable unless: No change reason amounts or percents were previously entered, or The only change reason previously entered is the default change reason (i.e., the change reason with priority = 1 on PTRJCRE), The employee has just one job at Step = 0. Access the Employee Detail page or the Job Detail page if a salary change is being awarded for any other reason. The changes entered in the List by Employee table are totaled in the following Organization Totals table, which displays the totals at the organization level. This is followed by a listing of the filter criteria that resulted in the selection and display of data on this page. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter a Mass Change or modify an employee, then select Save. Rounding applies to both Mass Change and individual employee changes Banner Employee Self-Service Salary Planner 8.6 October 2011

41 Web Page Fields The following fields are displayed on the List by Employee page. Item Description/Source Information Mass Change Table - Enter the following information. Rounding Hourly or Salary Select a rounding method from the pull-down list to specify if percentage increases and individual salary amounts are to be rounded to the nearest dollar when mass applied. Options include: None (Default) No rounding method is employed Annual Salary is rounded to the nearest dollar or unit percent Annual Salary is rounded to the nearest multiple of Annual Salary is rounded to the nearest multiple of 100. At the time of data entry, individual employee salary changes are also rounded using the rounding indicator. Indicate the type of jobs to which the change is to be mass applied. Select any one of the following options from the pull-down list: Both (Default) The change in percent or amount will be applied to the Annual Salary regardless of how the job is classified. Hourly Salary The change in percent or amount will be applied to hourly jobs only, to the hourly rate. The change in percent or amount will be applied to salaried jobs only, to the Annual Salary. Note: Mass changes can be applied for jobs only at Step 0 (zero). Otherwise the changes must be made on the Job Detail page. October 2011 Banner Employee Self-Service Salary Planner

42 Item Reason Description/Source Information Displays a list of reasons for which a change is being applied. The Job Change Reason Code Rule Form (PTRJCRE) determines the list of reasons displayed on this page. Access this rule form in Banner to update the sort order of the displayed reason codes and also to indicate if this is to be included in the Change Percent and Change Amount fields on this page. Each Reason is associated with the following three fields: Percent Amount Include in Change Totals Enter a change percent value for a reason which is to be applied to the job categories selected in the Hourly or Salary field. Enter a change amount value that is to be applied to the job categories selected in the Hourly or Salary field. The amount will be prorated based on the Proration indicator on NTRINST. For example, FTE, Appointment Percent or None. This display field indicates whether the change in percents and amounts specified for a job change reason will be included in the Changed Percent and Change Amount fields of the List by Employee table on this page. Values are: Yes No Set up the value of this field for each job change reason on the Job Change Reason Code Rule Form (PTRJCRE) Banner Employee Self-Service Salary Planner 8.6 October 2011

43 Item Description/Source Information List by Employee Table - This table displays an alphabetical list of all employees by organization based on the filter criteria entered on the Position Filters page and on the user security. The caption of each table displays the Organization code, the Organization name and its current lock status. The Organization code and name are retrieved from the PTVORGN form if Banner Finance is not installed, or from the FTMORGN form if Banner Finance is installed. The lock status of the organization is determined from the Organization Lock page. The List by Employee table is further sub-divided into: The Employee Totals Table This table displays the Total FTE or Total Appointment Percent, and the Total Salary from all non-terminated jobs across the enterprise for each employee. This table will not be displayed unless the View Whole Employee Detail indicator on the Position Control Installation Rules Form (NTRINST) is selected. The Department Totals Table This table displays the total salary information derived for each employee for one or more positions associated with the department ID and Name Position, Suffix and Title Displays the Banner ID and name of each employee. Select this link to access the Employee Details Information page. Displays the Position, Suffix and Job title for each of an employee s jobs in the organization. Select this link to access the Job Detail page of the selected employee. Employee Totals Table - This table is displayed only if the View Whole Employee Detail check box is selected in the Position Control Installation Rules Form (NTRINST). October 2011 Banner Employee Self-Service Salary Planner

44 Item FTE/Appt% Salary Description/Source Information The display of this field name depends on the proration method selected in the Prorate Flat Amount Based On field in the Salary Planner Rules window of the Installation Rules Form (NTRINST). If the proration method is set to Appointment Percent or None, the Appt% field is displayed. If the proration method is set to FTE, the FTE field is displayed. This field displays the employee s Total FTE or Total Appointment Percent considering all of his/her nonterminated jobs across the enterprise, based on the Effective Date that was used in the Salary Planner Extract Process (NBPSPEX). Displays the employee s Total Annual Salary considering all of his/her non-terminated jobs across the enterprise, based on the Effective Date that was used in the Salary Planner Extract Process (NBPSPEX). Department Totals Table - This table displays the department budget totals for one or more positions associated with each employee as of the Job Effective Date used in the Salary Planner Extract process (NBPSPEX). Base FTE / Base Appt% Proposed FTE/Proposed Appt% Base Salary This field displays the employee s Total FTE or Appointment Percent associated with the employee s job in the organization. In other words, it represents the departmental FTE or Appointment Percent for each employee in the extracted population. Displays the new proposed value of the employee s Department FTE or Appointment percent. This field initially displays the employee s annual salary at the time of extract. This field can be updated on the Job Detail page Banner Employee Self-Service Salary Planner 8.6 October 2011

45 Item Change Percent Description/Source Information This field functions as a data entry field as well as a calculated field. A Change Percent can be directly entered for an employee if: No changes have been made to the employee previously, or Previous changes effected only the default Job Change Reason (whose priority =1 on PTRJCRE), and The employee has just 1 job, and The employee's job(s) are not on a Step > 0 After the Change Percent is entered the Change Amount will be calculated. Similarly, when a Change Amount is entered or calculated in the following field, the system calculates the corresponding Change Percent by default. When this field is not enterable, the Total Change Percent is calculated as the Total Change Amount divided by the Base Salary. October 2011 Banner Employee Self-Service Salary Planner

46 Item Change Amount Description/Source Information This field functions as a data entry field as well as a calculated field. A Change Amount can be directly entered for an employee if: No changes have been made to the employee previously, or Previous changes effected only the default Job Change Reason (whose priority =1 on PTRJCRE), and The employee has just 1 job, and The employee's job(s) are not on a Step > 0. By default, the Change Percent is also calculated. Note: Similarly, when a Change Percent is entered the system calculates the corresponding Change Amount. When this field is not enterable, the Total Change Amount is calculated as either: 1. the sum of the Change Amounts marked as Included in Totals, where the Step is > 0, the difference between the Base and Proposed Table, Grade and Step values, OR 2. for hourly jobs where the Base Hours per pay is different than the proposed hours per pay, the difference between the Base and Proposed Salaries. Note: The Change Amount is always entered and displayed as a change to salary even for hourly employees. Proposed Salary Calculates and displays the new Proposed Salary for the employee. Note: This total is inclusive of all Change Percent and Change Amount values, regardless of the Include in Change Totals indicator Banner Employee Self-Service Salary Planner 8.6 October 2011

47 Item Extract Status Excluded From Totals / Hide Total (Row) Description/Source Information Displays the status of each record with regard to the extract as one of the following: New Changed A job is marked as New when it is added to the Extract-Scenario after the Initial extract (using the Add/Delete process mode of the Extract (NBPSPEX)), and until a change is made to the job. When either the Current Salary, Appointment Percent or FTE differs from the Base Salary, Appointment Percent or FTE. The field name depends on the type of user accessing this Web page and the scenario being viewed. Master Salary Planners accessing the Initial scenario will see the Hidden from Scenarios field whereas HR Managers and Master Salary Planners will see the Excluded from Totals field when accessing all other scenarios. Jobs marked as Hidden from Scenarios will not appear in any scenario except Initial. Jobs marked as Excluded from Totals are excluded from all Organization Totals displayed in the Salary Planner. Displays the totals of each field listed under the Department Totals table, for each organization listed on this Web page. Select Save to view the totals on this page. Totals for an organization are only displayed after the last row (last employee) in the organization has been displayed. Totals Table - This table summarizes the Department Totals of each organization listed on this Web page, not including records that are marked as Excluded from Totals. Totals are not displayed unless the last record in the organization has been displayed. Organization Displays the organization code and name, as established on the following forms: FTMORGN If Banner Finance is installed. PTVORGN If Banner Finance is not installed. October 2011 Banner Employee Self-Service Salary Planner

48 Item Base FTE Proposed FTE Base Salary Change Percent Change Amount Proposed Salary Description/Source Information Displays the Total Base FTE calculated for each organization listed on this page. This field corresponds to the Total FTE field in the Department Totals table for each organization listed on this page. Displays the new Total Proposed FTE resulting from changes applied to salary records within each organization. The Total Proposed FTE is calculated as the sum of all Proposed FTE's for jobs listed in the organization, not including jobs that are excluded from totals. Displays the Total Base Salary from all non-terminated jobs in each organization. Calculated field. Displays the total percentage increase in salary resulting from changes made to the salaries at the employee level. It is the percentage of the ratio of the Total Increase Amount to the Total Base Salary. i.e., Total Increase Percent = (Total Increase Amount / Total Base Salary)*100 Displays the total increase in amounts, resulting from salary changes made at the employee level. Calculated field. Displays the new Proposed Salary resulting from changes made to salary records within each organization. Note: This includes the salaries of all jobs in the organization that were included in the extract. Filter Criteria Table - The Filter Criteria table displays the filter criteria entered on the Position Filters page or the Employee Filters page that resulted in the display of the above data on this page. For detailed field descriptions refer to the Position Filters (bwpksala.p_dispposnfilters) or the Employee Filter (bwpksala.p_dispemployeefilter) Banner Employee Self-Service Salary Planner 8.6 October 2011

49 Buttons/Icons on This Page Button/Icon Mass Apply Previous Next Save Reset Download Job Data Download Job and Distribution Download Data for Upload File Action Select this button to mass apply the changes specified in the Mass Change table to job salaries across all organizations displayed for the filter. Select this button to view the previous N records. This button is displayed only if more than N records met the filter criteria for display. Note: 'N' refers to the Number of Records Per Page parameter selected on the Position Filter page. Select this button to view the next N records. This button is displayed only if more than N records are available on this page. Note: 'N' refers to the Number of Records Per Page parameter selected on the Position Filter page. Select this button to save the changes entered on this page. Select this button to undo any changes entered on this page. Select this button to download only job data associated with the budget scenario displayed on this page into a Comma Separated Value (.csv) file on your desktop. The.csv file can be viewed in MS Excel or MS Access. For details refer to the topic, Data Download to a.csv Spreadsheet File. Select this button to download job data and job labor distribution data associated with the budget scenario displayed on this page into a Comma Separated Value (.csv) file on your desktop. The.csv file can be viewed in MS Excel or MS Access. For details refer to the topic, Data Download to a.csv Spreadsheet File. Select this button to download job data associated with the budget scenario displayed on this page into a Tab Delimiter file for use in the Upload to Salary Planner (NBPUPSP) spreadsheet upload process. For details refer to the topic, Data Download for Spreadsheet Upload (bwpkspos.csv and bwpksjob.csv). October 2011 Banner Employee Self-Service Salary Planner

50 Change Rules An employee s salary can be changed for a specific job in the List by Employee table, or for all jobs held by the employee in the Mass Change table. In either case, the change is entered in the Change Amount field or the Change Percent field. The changed salaries are calculated via mass changes or individual changes as follows: Mass Changes Case 1: When the Hourly or Salary Indicator = Salary. Mass Changes are applied to salaried jobs only, and are applied against the Annual Salary. 1. When a Change Amount is entered and mass applied, the amount is prorated by the FTE or Appointment Percent, or not at all, based on the value of the Prorate Flat Amount Based On indicator set up on NTRINST. A job with zero (0) FTE or Appointment Percent will get a $0 increase. 2. When a Change Percent is mass applied, the percent is multiplied by the job's salary regardless of the FTE or Appointment Percent. Case 2: When the Hourly or Salary Indicator = Hourly In this case, mass changes are applied to hourly jobs only, and are applied against the Rate. 1. When a Change Amount is entered and mass applied, the amount is prorated by FTE or Appointment Percent, or not at all, based on the Prorate Flat Amount Based On indicator defined on NTRINST. A job with zero (0) FTE or Appointment Percent will get a $0 increase. 2. When a Change Percent is mass applied, the percent is multiplied by the Rate regardless of the FTE. Case 3: Hourly or Salary Indicator = Both Mass changes are applied towards the Annual Salary for hourly as well as salaried jobs. 1. When a Change Amount is entered and mass applied, the amount will be prorated by FTE or Appointment Percent, or not at all, based on the Prorate Flat Amount Based On indicator on NTRINST. A job with zero (0) FTE or Appointment Percent will get a $0 increase Banner Employee Self-Service Salary Planner 8.6 October 2011

51 For an hourly job the Proposed Annual Salary is calculated using the following formulae: Hourly Change Amount = Prorated Amount/Factor/Hours per pay --> (A) Using the above formula, (A), New Proposed Annual Salary = Hourly Change Amount + Base Rate x Factor x Hours per Pay If a rounding factor other than None is selected, then the Proposed Hourly Rate is recalculated as: Proposed Hourly Rate = Proposed Annual Salary/Factor /Hrs per Pay 2. When a Change Percent is mass applied the Change Percent is multiplied by the job salary, regardless of the FTE or Appointment Percent. For an Hourly Job the calculations are: Hourly Change Amount = Change% x Salary/Factor/Hrs per Pay -> (B) Using the above formula, (B), New Proposed Rate = Sum of Hourly Change Amounts + Base Rate---> (C) Using (C), New Proposed Salary. = New Proposed Rate x Factor x Hours per Pay If rounding is selected, calculate the New Proposed Rate by rounding the salary then divide by the Factor and the Hours per Pay. Note Mass changes are applied to all jobs that meet the filter criteria, except jobs where Step > 0 (zero). Some employees may appear to be nonupdateable because they have an hourly and a salaried job, or have changes for more than one job change reason. However these employees/jobs can be updated by the Mass Change process. October 2011 Banner Employee Self-Service Salary Planner

52 Individual Changes 1. When a change amount is entered the full amount is prorated over all jobs (that meet the filter criteria) as follows: (Base Job FTE 1 /Total Base FTE 1 all jobs) x Flat Amount For example, consider employee Jake LaMotta having 3 jobs with the following Base Salaries and Base FTEs listed below: Base FTE 1 Base Salary Job # , Job # , Job # On entering a Change Amount of $ in the List by Employee table, the prorated amount is calculated for each job as follows: Prorated Amount Job #1 (0.50/0.75) x 1000 = $ Job # 2 (0.25/0.75) x 1000 = $ Job # 3 0 = $0 2. When a Change Percent is entered the Base Annual Salary of each job is multiplied by the percent, regardless of the FTE 1. In the above example, if a Change Percent of 3% is entered in the Mass Change table, the increment to the Base Annual Salary of each job is calculated as follows: Job #1 30,000 x.03 = $900 Job # 2 30,000 x.03 = $900 Job # x.03 = $ Banner Employee Self-Service Salary Planner 8.6 October 2011

53 Legend 1 The only way to change the Proposed Hourly Rate or Annual Salary is to enter a Change Percent or Change Amount for a Change Reason. On the Job Detail page all changes associated with a Job Change Reason are applied to the Hourly Rate if the job is defined as Hourly, and to the Annual Salary if the job is salaried Note Rounding will be applied to the Annual Salary of each job, not the total for all jobs. Note Individual changes are always applied to the Annual Salary, even for hourly jobs. Links to Other Web Pages This Link ID and Name Position, Suffix and Title List by Position Position Filter Employee Filter Summary Totals Edit Scenario Organizations with No Employees Organization Jump to Bottom Action Goes to the Employee Detail page (bwpksjob.p_modifyempdetl) Goes to the Job Detail page (bwpksjob.p_modifyjobdetl) Goes to the List by Position page (bwpkspos.p_listbyposition) Goes to the Position Filter page (bwpksala.p_dispposnfilters) Goes to the Employee Filter page (bwpksala.p_dispemployeefilter) Goes to the Summary Totals page (bwpkstot.p_dispsumtotals) Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Organizations with No Data page (bwpkspos.p_disporgnswoutdata) Goes to the list of employees in the selected organization on this page. Goes to the bottom of this Web page. October 2011 Banner Employee Self-Service Salary Planner

54 Links to Other Web Pages This Link Return to Top Action Goes to the top of this Web page. Other Web Pages With Links to This Page Job Detail Job Labor Distribution List by Position Position Detail Position Distribution Summary Totals Default Regular Hours Multiple Extract Position Setup Requirements Item PTRJCRE NTRINST Description Set up the Display /Priority on Web field for each job change reason. Set up the Include in Web Totals check box field for each job change reason. In the Salary Planner Rules window: Select the View Whole Employee Detail indicator field to be able to access the Employee Totals table on the List by Employee page. In the Prorate Flat Amount Based On field, select a method for prorating the salary increase amount. Options include: Appointment percent (Default) FTE and None The selected method will be displayed in the Employee Totals table on the List by Employee page Banner Employee Self-Service Salary Planner 8.6 October 2011

55 Employee Detail (bwpksjob.p_modifyempdetl) The Employee Detail page is accessed by selecting an employee on the List by Employee page or on the Employee Filter page. Based on the user s Organization, Employee Class, Employer, and Salary level security, and the setting of the View Whole Employee Detail indicator on the Position Control Installation Rules Form (NTRINST) in Banner, this page displays all jobs associated with a specific employee. Salary Planner users can use this page to: Access and review all positions held by an employees in one or more organization, Mass update an employee s salary for updateable positions listed by specifying a change in percent or amount, OR Update the employee s salary for a specific position. The information on this page is organized into four tables: Mass Change Table Extracted Jobs Table Other Jobs Table Extract Totals Table Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter a Mass Change and select Mass Apply, or modify an individual job record. Select Save before accessing another page. Mass Change Table Example If the following percents are entered for each reason in the Mass Change Table, Reason Percent Amount Include in Change Totals Merit Increase 3.0 Yes Cost of Living 2.0 Yes Other 1.0 No October 2011 Banner Employee Self-Service Salary Planner

56 The employee s Total Change Percent for each job is 5% disregarding the 1% associated with the Other reason, and the Total Change Amount will also reflect the 5% change. Note Changes to salary are only applied to those jobs to which the user has update access. Web Page Fields Item Description/Source Information Mass Change Table - The Mass Change table lists all reasons for which a salary change can be entered. Reasons for awarding a salary change are defined as included or excluded in the calculation of job and organization change totals. This distinction is made on the Job Change Reason Code Rule Form (PTRJCRE). See Example of Mass Change Table above. Rounding Select a rounding method from the pull-down list to specify if mass and individual salary changes are to be rounded. Options include: None (Default) No rounding method is employed Annual salary is rounded to the nearest dollar or unit percent Annual salary is rounded to the nearest multiple of Annual salary is rounded to the nearest multiple of Banner Employee Self-Service Salary Planner 8.6 October 2011

57 Web Page Fields Item Hourly or Salary Reason Description/Source Information Indicate the type of jobs and value to which the change is to be mass applied. Select any one of the following options from the pull-down list: Both (Default) The change in percent or amount will be mass applied to the Annual Salary regardless of how the job is classified (salary or hourly). Hourly Salary The change in percent or amount will be mass applied to hourly jobs only, and will be applied to the hourly rate. The change in percent or amount will be mass applied to salaried jobs only and will be applied to the Annual Salary. Note: Mass changes are applied to jobs at Step 0 (zero) only. Changes to jobs on a Step greater than 0 (zero) must be made on the Job Detail page. Displays a list of reasons for which a change is being mass applied. The Job Change Reason Code Rule Form (PTRJCRE) determines the list of reasons displayed on this page. Access this rule form to update the sort order of the displayed reason codes and also to indicate if this is to be included in the Total Change Percent or Change Amount fields on the List by Employee page. Each reason is associated with the following three fields: Percent Enter a percent value of change for a reason which is to be applied to the job categories selected in the Hourly or Salary field. Percents associated with reasons not to be considered in the calculation of the budget will not be included. This field cannot be entered if the amount has been entered. October 2011 Banner Employee Self-Service Salary Planner

58 Web Page Fields Item Amount Include in Change Totals Description/Source Information Enter an amount for a reason that is to be applied to the job categories selected in the Hourly or Salary field. The amount entered will be prorated based on the set up of the Prorate Flat Amount Based On indicator in the Position Control Installation Rules Form (NTRINST) in Banner. This field cannot be entered if a percent has been entered in the previous field. This display field indicates whether the change in percent or amount specified for a job change reason will be included in the Total Change Percent and the Total Change Amount fields on the List by Employee page. Values are: Yes No Set up the value of this field for each job change reason on the Job Change Reason Code Rule Form (PTRJCRE). Extracted Jobs Table - This table lists all of an employees jobs that were included in the extract and the filter criteria to which the user has access. If the View Whole Employee Detail indicator on NTRINST is checked, all of an employee's jobs, even those in organizations to which the user does not have access, will be displayed. Only positions in organizations to which the user has update access and which are unlocked based on the user organization security can be updated. Each position is listed with the following information: Position, Suffix and Title Organization Displays the Position number, its associated Suffix and the Position Title. This information is extracted from the corresponding fields on the Employee Jobs Form (NBAJOBS). Displays the organization code and description of the budget organization associated with the relevant job(s). This information is extracted from the Orgn field in the Position Salary Budgets window of the Position Budget Form (NBAPBUD). The following two fields are displayed if the Prorate Flat Amount Based On indicator in the Salary Planner Rules window of NTRINST is set to FTE Banner Employee Self-Service Salary Planner 8.6 October 2011

59 Web Page Fields Item Base FTE Proposed FTE Description/Source Information Displays the Base FTE value associated with the job at the time of the extract. Displays the new, Proposed Job FTE value. This field can be updated when Step = 0 (zero). The following two fields are displayed if the Prorate Flat Amount Based On indicator in the Salary Planner Rules window of NTRINST is set to Appointment Percent or None. Base Appt% Proposed Appt% Displays the Base Appointment Percent associated with the job at the time of the extract. Displays the new, Proposed Appointment Percent associated with the job. This field can be updated when the Step = 0 (zero). The following two fields are displayed if the employee has hourly jobs: Base Rate Proposed Rate Displays the hourly rate of the employee s current salary. This information is initially extracted from the Rate field in the Job Detail window of NBAJOBS. Displays the proposed hourly rate for the relevant job. Calculated field. The following fields are displayed for all jobs: Base Salary This information is initially extracted from the Annual Salary field on the Job Detail window of NBAJOBS based on the Job Effective Date used in the Extract process. The Base Salary can be subsequently changed on the Job Detail page. For more information see Job Detail (bwpksjob.p_modifyjobdetl). The display of the following four fields depend on the Priority established for the job change reason codes on the Job Change Reason Code Rules Form (PTRJCRE) in Banner. The field titles correspond to the description of job change reasons that have been assigned for the top two priorities on PTRJCRE. <Job Change Reason Description 1> Percent The field title displays the description of the Job Change Reason code having the first priority in PTRJCRE (i.e., Priority = 1). Enter the percentage value by which the salary is to be altered. October 2011 Banner Employee Self-Service Salary Planner

60 Web Page Fields Item <Job Change Reason Description 1> Amount <Job Change Reason Description 2> Percent <Job Change Reason Description 2> Amount Proposed Salary Links Exclude from Totals Description/Source Information The field title displays the description of the Job Change Reason code having the first priority in PTRJCRE. Enter an amount by which the salary is to be altered. The field title displays the description of the Job Change Reason code given the second priority in PTRJCRE, (i.e., Priority = 2). Refer to the field, <Job Change Reason Description 1> Percent for details. The field title displays the description of the Job Change Reason code given the second priority in PTRJCRE. Refer to the field, <Job Change Reason Description 1> Amount for details. Calculates and displays the proposed change to the employee s Base Salary. This total is inclusive of all changes specified in terms of percents or amounts, regardless of their associated Include in Change Totals indicator value specified in the Mass Change table or in the Job Detail page. The proposed salary includes all job change reasons and not just those displayed on this page, i.e., first and second priority. This field lists all Web pages that are associated with the employee s positions. Select the appropriate link to access the relevant Web page. These include: Job Detail Distribution Comments Goes to the Job Detail page Goes to the Job Labor Distribution page Goes to the Comments page Position Detail Goes to the Position Detail page Note: These links are only available for jobs that were a part of the filter criteria entered on the Position Filter page. When this page is accessed from the Employee Filter page links will be available for all jobs to which the user has either update or query access. Select this check box field to exclude salaries in the calculation of the Organization Totals Banner Employee Self-Service Salary Planner 8.6 October 2011

61 Web Page Fields Item Total (row) Description/Source Information Displays the totals for the corresponding components in this table, considering only those positions for which the Exclude from Totals field has not been selected. This row computes and displays the: Total Base FTE Total Proposed FTE Total Base Rate Total Proposed Rate Total Base Salary Total Amounts and Total Percents of the job change reasons with the top two priorities. Total Proposed Salary Other Jobs Table - The information displayed in the Other Jobs Table depends on the View Whole Employee Detail indicator on NTRINST. If this indicator is selected, the application disregards the user s organization security set up and/or any filter criteria previously specified, and displays all other positions associated with the employee in addition to the positions accessible to the Salary Planner user by default. These include: All other positions of the employee which were not included in the Extract ID, including positions in organizations to which the user does not have access and All other positions of the employee which were marked to be hidden from this budget scenario. If the View Whole Employee Detail indicator is not selected on NTRINST, only jobs accessible to the user that were not included in the Extract ID and jobs that are marked Hidden in the Initial Scenario are displayed. Information in the Other Jobs table is display-only. Position - Suffix Department FTE Appointment Percent Hourly Rate Annual Salary Displays the Position number, its associated suffix and a description of the position. Displays the Time Sheet Organization code and description associated with the Job. Displays the FTE associated with the Job. Displays the appointment percent associated with the Job. Displays the hourly rate associated with the Job. Displays the annual salary associated with the Job. October 2011 Banner Employee Self-Service Salary Planner

62 Web Page Fields Item Description/Source Information Extract Totals Table - The Extract Totals table displays the organization totals of the following components, considering only the jobs displayed in the Extract Jobs table. Note: This does not include the totals associated with positions marked as Excluded or those marked as Hidden in the Initial Scenario. Organization Displays the organization code and description associated with the position(s). The following fields are displayed if the Prorate Flat Amount Based On indicator in NTRINST is set to FTE. Base FTE Displays the Total Base FTE associated with the jobs included in the extract, assigned to the employee in the organization. Note: This total excludes jobs that are hidden and jobs that have the Exclude from Totals field selected in the Extracted Jobs table. The Total Base FTE resulting from all extracted jobs across all organizations is displayed in the last row. Proposed FTE Displays the Total Proposed FTE associated with the jobs included in the extract, assigned to the employee in the organization. Note: This total excludes jobs that are hidden and jobs that have the Exclude from Totals field selected in the Extracted Jobs table. The Total Proposed FTE resulting from all extracted jobs across all organizations is displayed in the last row. Base Salary Displays the Total Base Salary for the employee for each organization. This total excludes all positions that have been hidden from the extract and those that have the Exclude from Totals field selected in the Extracted Jobs table. The resulting Total Base Salary for the employee is computed in the last row Banner Employee Self-Service Salary Planner 8.6 October 2011

63 Web Page Fields Item Change Percent Change Amount Proposed Salary Description/Source Information Displays the percentage of change in the employee s salary for each organization. The total percentage of change is calculated in the last row. It is computed as follows: Change Percent = Total Change Amount / Total Base Salary Displays the total amount by which the employee s salary has changed for each organization. The Total Amount of Change for the employee is calculated in the last row. Displays the employee s Proposed Salary for each organization. The Total Proposed Salary for the employee is calculated in the last row. Buttons/Icons on This Page Button/Icon Mass Apply Previous Next Action Select this button to mass apply changes specified in the Mass Change table to jobs displayed on this page to which the user has update access. Select this button to access the previous employee detail record. Select this button to access the next employee detail record. Change Rules in the Employee Detail Page An employee s salary can be changed for a specific job in the Extracted Jobs table, or for all user-accessible, updateable jobs held by the employee in the Mass Change table. In either case, the change is entered in the Change Amount field or the Change Percent field. The changed salaries are calculated for mass changes and individual changes as follows: Mass Changes 1. When a Change Amount is entered, the full amount is prorated over all jobs to which a Salary Planner user has update access based on the Prorate Flat Amount Based October 2011 Banner Employee Self-Service Salary Planner

64 On indicator in NTRINST, regardless of the initial filter criteria using the following formula: Change Amount = Base FTE Total Base FTE for all jobs to which the Salary Planner user has update access x Flat Amount For example, consider the employee, Jake LaMotta, having 3 jobs with the following Base Salaries and Base FTEs listed below: Base FTE Base Salary Job # , Job # , Job # On entering a Change Amount of $ in the Mass Change table, the prorated amount is calculated for each job as follows: Prorated Amount Job #1 (0.50/0.75) x 1000 = $ Job # 2 (0.25/0.75) x 1000 = $ Job # 3 0 = $0 2. When a Change Percent is entered, the Base Annual Salary of each job to which the user has update access is multiplied by the Change Percent, regardless of the Proration indicator on NTRINST. In the above example, if a Change Percent of 3% is entered in the Mass Change table, the increment to the Base Annual Salary of each job is calculated as follows: Job #1 30,000 x.03 = $ Job # 2 30,000 x.03 = $ Job # x.03 = $ Note The Prorate Flat Amount Changes indicator on NTRINST controls the proration factor. When the indicator is set to FTE, amount changes are prorated by the Base FTE. When the indicator is set to Appointment Percent, amount changes are prorated by the Base Appointment Percent. When the indicator is set to None, amount changes are not prorated. Rounding applies to the Annual Salary of each job, not the total for all jobs Banner Employee Self-Service Salary Planner 8.6 October 2011

65 Individual Job Changes The following rules apply for individual salary changes made on the Employee Detail page: 1. All amounts entered are added to the Base Salary. 2. All percents entered are multiplied by the Annual Salary. 3. There is no proration of individual change amounts or percents. 4. When a Change Amount is entered for an hourly job, the calculations are: Hourly Change Amount = Amount / Factor / Hours per pay > (A) Using formula (A), New Proposed Salary = Hourly Change Amount + Base Rate x Factor x Hours per Pay If a rounding factor other than None is selected then the Proposed Hourly Rate is recalculated as: Proposed Hourly Rate = Proposed Annual Salary / Factor / Hours per Pay. 5. When a Change Percent is entered for an hourly job, the calculations are: Hourly Change Amount = Change Percent x Salary / Factor / Hrs per Pay ->(B) Using formula (B), New Proposed Rate = Sum of Hourly Change Amounts + Base Rate -->(C) Using formula (C), New Proposed Annual Salary = New Proposed Rate * Factor * Hours per Pay If a rounding factor is selected, then the New Proposed Annual Salary is rounded and then divided by the Factor and Hours per Pay to arrive at a new Hourly Rate. October 2011 Banner Employee Self-Service Salary Planner

66 Links to Other Web Pages This Link List by Employee List by Position Position Filter Employee Filter Summary Totals Action Goes to the List by Employee page (bwpksjob.p_listbyemployee) Goes to the List by Position page (bwpkspos.p_listbyposition) Goes to the Position Filter page (bwpksala.p_dispposnfilters) Goes to the Employee Filter page (bwpksala.p_dispemployeefilter) Goes to the Summary Totals page (bwpkstot.p_dispsumtotals) Other Web Pages With Links to This Page Job Detail Job Labor Distribution Default Regular Hours Job Comments Setup Requirements Item PTRJCRE Description Set up the Display /Priority on Web field for job change reasons to identify the order in which the Reasons should be listed in the Salary Planner. Set up the Include in Web Totals check box field for job change reasons as appropriate Banner Employee Self-Service Salary Planner 8.6 October 2011

67 Setup Requirements Item NTRINST Description In the Salary Planner Rules window: Select the View Whole Employee Detail indicator to allow users to view jobs outside their security in both the Other Jobs table and the Extract Totals table on the Employee Detail page. In the Prorate Flat Amount Based On field, select a method for prorating the salary increase amount. Values include: Appointment Percent (Default), FTE and None The selected method will control what values are displayed on the List by Employee and Employee Detail page and how flat amount salary changes are applied to an employee's salary. Job Detail (bwpksjob.p_modifyjobdetl) The Job Detail page provides in-depth information regarding each job. This information is presented for the Current model, Base model and the Proposed model of a set up. The Current model displays the current Banner data, effective as of the Job Effective Date used in the extract. The data in this column is dynamically updated as changes are made to a job in Banner. The Base model displays information extracted from Banner at the time of the initial extract, but can be updated on this page. The Proposed model displays the job detail information that will be uploaded to create new job records at the end of the upload process. Salary Planner users can access this page to directly update certain field values in the Proposed model as well as the Base model of a set up with the exception of the Proposed Salary and Proposed Rate fields. The Job Detail page can be accessed by selecting the Position-Suffix link on the List by Employee page, the Job Detail link on the Employee Details page, or from the Multiple Extracts - Employee page. October 2011 Banner Employee Self-Service Salary Planner

68 Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter a mass change value and select Mass Apply, or change individual job data and select Save. Web Page Fields Item Description/Source Information Employee Table - The following information is displayed. Name and ID Home Organization Displays the Employee s name and ID. Displays the Organization code and description associated with the Employee (from the Employee form (PEAEMPL) in Banner). Mass Change Table - The Mass Change Table lists all reason types for which a proposed salary can be modified. Reasons for awarding a salary change are designated as either Included or Excluded in the calculation of employee and organization change totals. This distinction is made on the Job Change Reason Code Rule Form (PTRJCRE). When a job is on a Step > 0 (zero) the Mass Change table will not be displayed. See example on page Mass Change Table Example. Rounding Select a rounding method from the pull-down list to specify the rounding method to be applied. The rounding method will default to the method previously selected in the List by Employee or the Employee Details page. Otherwise, the options include: None (Default) No rounding method is employed Annual Salary is rounded to the nearest dollar or unit percent Annual Salary is rounded to the nearest multiple of Annual Salary is rounded to the nearest multiple of Banner Employee Self-Service Salary Planner 8.6 October 2011

69 Web Page Fields Item Reason Description/Source Information Displays a list of reasons for which a change is being applied. The list of reasons displayed is controlled by the Job Change Reason Code Rule Form (PTRJCRE). Access this rule form in Banner to update the sort order of the displayed reason codes and also to indicate if the values are to be included in the Change Percent and Change Amount fields. Each reason is associated with the following three fields: Percent Amount Enter a Change Percent to be applied to the job. Enter a Change Amount to be applied to the job. If the job is hourly enter a change amount to be applied to the Hourly Rate. If the job is salaried enter an amount to be applied to the Annual Salary. Include in Change Totals This display field indicates whether the change in percent or amount, associated with a job change reason will be included in the Total Change Percent or the Total Change Amount fields on the List by Employee page. Values are: Yes No The value of this field is established on the Job Change Reason Code Rule Form (PTRJCRE). Job Detail Table - The following job detail information is displayed with each model (Proposed, Base and Current) listed in a separate column. October 2011 Banner Employee Self-Service Salary Planner

70 Web Page Fields Item Model Effective Date Title Description/Source Information Displays the names of the three types of models (Base, Current, and Proposed) for which job details are displayed. The Proposed model displays the job detail information that will be uploaded to create new Job records at the end of the process. The Base model displays information extracted from Banner at the time of the initial extract. The Current model displays the current Banner data, effective as of the Job Effective Date used in the extract and is dynamically updated when a change is made to the job in Banner. Displays the date when the job came into effect for each model of the set up. The Proposed Effective Date is the Effective Date that will be used to create the new job record during the upload. The proposed date is established on the Salary Planner Extract Rules Form (NTRSPEX) associated with the Employee Class of the Position. The Base Effective Date is the Effective Date of the job record pulled during the Initial extract. The Current Effective Date is the Effective Date associated with the most current job record based on the Job Effective Date used in the Extract process NTRSPEX. Enter or update the proposed job title. Job titles are display-only in the Base and Current models Banner Employee Self-Service Salary Planner 8.6 October 2011

71 Web Page Fields Item Hourly Rate Annual Salary Description/Source Information Displays the hourly rate for each model. This field cannot be updated. The hourly rate is calculated based on whether a job is classified as hourly or salary. The Proposed Hourly Rate for hourly jobs is calculated as the change amount associated with each job change reason, including those that are excluded from Change Totals, plus the Base Hourly Rate. Note: The Proposed Hourly rate for hourly jobs with Step > 0 (zero) is determined by the Salary Table values. The Proposed Hourly Rate for salaried jobs is calculated by dividing the Proposed Salary by the Hours per Pay and Factor. The Base Hourly Rate is the hourly rate available in Banner at the time of the extract. This field can be updated after extract to reflect changes made since the extract. The Base Hourly Rate will not be uploaded back to the job during the upload process. Only the Proposed Hourly Rate will be uploaded back into Banner. The Current Hourly Rate displays the rate as of the Current Effective Date. Displays the annual salary for each model. The Proposed Annual Salary is a calculated field. This field cannot be updated. Note: The Proposed Annual Salary for salaried jobs with Step > 0 is calculated based on the Salary Table values. The Base Annual Salary is the annual salary available in Banner at the time of the extract. This field can be updated in the Salary Planner after extract so that Change Percent and Change Amount values will be associated with the correct annual salary value. Changes to the Base Annual Salary will not cause the Base Rate to be recalculated, but will cause the Proposed Salary and Proposed Rate to be recalculated. Note: Change Amount or Change Percent values will not be uploaded into Banner. The Current Annual Salary displays the Salary as of the date displayed in the Current Effective Date field. October 2011 Banner Employee Self-Service Salary Planner

72 Web Page Fields Item Total Change Percent Total Change Amount Appointment Percent Description/Source Information Displays the Total Change Percent in the Annual Salary excluding Change Reasons that are marked as Not Included in Change Totals. Calculated field. This information is displayed only for the Proposed model. It is calculated as the Total Change Amount divided by the Base Salary. Displays the Total Change Amount in the Annual Salary excluding Change Reasons that are marked as Not Included in Change Totals. Calculated field. This information is only displayed for the Proposed model. This value is calculated as the sum of the annualized amounts associated with each job change reason, not including the Job Change Reasons for which the Included in Change Totals field is not marked. Displays the appointment percent for each model. Appointment percents can be modified for the Proposed and Base models. The calculations triggered by changes to this field depend on the set up of the Calculate Job Data Based On indicator field in the Installation Rules Form (NTRINST) in Banner, and whether the job is hourly or salaried. When the indicator is set to Appointment Percent and a user makes a change to the Proposed Appointment Percent field, the Default Hours, Hours per Day, and Hours per Pay, are prorated for hourly jobs whereas the Hourly Rate and the Annual Salary are adjusted for salaried jobs. Note: The Change Amount and Change Percent fields are automatically updated when the appointment percent is updated for a salaried job. By default the system applies the change to the job change reason with the highest priority (Priority=1). If the job is hourly, only the Total Change Amount and Total Change Percent are updated. When the Calculate Job Data Based On indicator in NTRINST is set to None or FTE, a change in the appointment percent does not impact any of the fields for either hourly jobs or salaried jobs Banner Employee Self-Service Salary Planner 8.6 October 2011

73 Web Page Fields Item FTE Description/Source Information The Proposed Appointment Percent initially displays the job appointment percent of the Base model. The Base Appointment Percent displays the appointment percent associated with the job at the time of the extract. Changes to the Base Appointment Percent do not cause any recalculations. The Current Appointment Percent displays the corresponding value as of the date displayed in the Current Effective Date field. Displays the Job FTE for each model of the set up. The calculations triggered by this field depend on the set up of the Calculate Job Data Based On indicator in the Position Control Installation Rules Form (NTRINST) in Banner, and whether the job is hourly or salaried. When the indicator is set to FTE, updating the FTE results in a corresponding proration of the Default Hours, Hours per Pay, and Hours per Day for hourly jobs whereas the Hourly Rate and Annual Salary are adjusted for salaried jobs. Note: The Change Amount and Change Percent fields are automatically updated when the FTE is updated in the proposed model for a salaried job. By default the system applies the change to the job change reason with the highest priority (Priority = 1). If the job is hourly, only the Total Change Amount and Total Change Percent fields are updated. When the Calculate Job Data Based On indicator in NTRINST is set to None or Appointment Percent, a change in the FTE does not impact any of the fields for either hourly jobs or salaried jobs. The Proposed FTE is initially identical to the Base FTE, and can be updated. The Base FTE initially displays the job FTE value at the time of the extract. This value can be changed, but will not cause the recalculation of any Base or Proposed values. The Current FTE displays the corresponding value as of the date displayed in the Current Effective Date field. October 2011 Banner Employee Self-Service Salary Planner

74 Web Page Fields Item Hours per Day Hours per Pay Salary Group Description/Source Information Displays the hours per day for each model. The Proposed Hours per Day is an enterable field, and is initially populated with the corresponding Base value. Changes to this value do not cause any recalculations. The Base Hours per Day reflects the value at the time of the extract. Changes to this value do not cause any recalculations. The Current Hours per Day displays the corresponding value as of the date displayed in the Current Effective Date field. Displays the hours per pay for each model. The Proposed Hours per Pay is initially populated with its corresponding Base value. This field can be updated and will result in a recalculation of the Annual Salary for hourly jobs and Hourly Rate for salaried jobs. The Base Hours per Pay reflects the value at the time of the extract. The Current Hours per Pay displays the corresponding value as of the date displayed in the Current Effective Date field. Displays the salary group associated with the job. The Proposed Salary Group displays the group specified in the parameter of the Salary Planner Extract Process (NBPSPEX). The Base Salary Group displays the value at the time of the extract. The Current Salary Group displays the corresponding value as of the date displayed in the Current Effective Date field Banner Employee Self-Service Salary Planner 8.6 October 2011

75 Web Page Fields Item Table Grade Step Budget Factor Description/Source Information Displays the salary table associated with the job for each set up model. The Proposed table is initially populated with the Base value. This field can be updated. Updating this field causes the Proposed Annual Salary and Rate to be recalculated if the Step > 0 (zero). The Base table refers to the salary table that was initially extracted. The Current table displays the corresponding value as of the date displayed in the Current Effective Date field. Displays the salary grade associated with the job for each set up model. The Proposed Grade initially corresponds to the Base value, but can be updated for the Proposed model. Updating this field impacts the Proposed Annual Salary and the Hourly Rate for Step > 0 (zero). The Base Grade refers to the salary grade that was initially extracted. The Current Grade displays the corresponding value as of the date displayed in the Current Effective Date field. Displays the salary step associated with the job for each set up model. The Proposed Step initially corresponds to the base value, but can be updated. Updating this field to a value greater than zero (> 0) impacts the Annual Salary and the Hourly Rate in the Proposed model. The Base Step refers to the salary step that was initially extracted. The Current Step displays the corresponding value as of the date displayed in the Current Effective Date field. This field displays the budget factor for the employee class associated with the position, and defaults from the Salary Planner Extract Rules Form (NTRSPEX). The value can be updated and is used to calculate the Estimated Fiscal Year Budget. October 2011 Banner Employee Self-Service Salary Planner

76 Web Page Fields Item Estimated Fiscal Year Budget Exclude from Totals / Hide Description/Source Information Displays an estimate of the Fiscal Year Budget based on the Base and Proposed Annual Salary of a job and the Budget Factor. It is calculated as: [(Proposed Annual Salary x Factor)] + [(1 - Factor) x Base Salary] This estimate can be manually updated, if required, but will not cause the Factor to be recalculated. The field name depends on the type of user accessing this Web page and the scenario being accessed. Master Salary Planners accessing the Initial scenario will see the Hide From Scenarios field whereas HR Managers will see this field as Exclude from Totals. Master Salary Planners can select this check box to hide a record from all scenarios. HR Managers can select this check box to exclude a job from the calculation of the organization totals. Base Job Table - The Base Job table displays the current job information available in Banner as of the Job Effective Date used in the extract. This information is dynamically updated as changes are made to the job record in Banner. Begin Date End Date Job Status Salary Type Rank Tenure Status Displays the start date of the job in the Employee Jobs Form (NBAJOBS). Displays the date on which the job was terminated in the Employee Jobs Form (NBAJOBS). Displays the current job status (Active, Leave with Pay, etc.) as of the Job Effective Date used in the extract. Displays the salary type (Hourly or Salaried) corresponding to the grade associated with the job. This information is drawn from NTRSALA. Displays the current Faculty Rank as of the Job Effective Date used in the extract. Note: The Faculty Rank status must be approved in Banner. Displays the tenure status as of the Job Effective Date used in the extract. Note: The Tenure Status must be approved in Banner Banner Employee Self-Service Salary Planner 8.6 October 2011

77 Web Page Fields Item EPAF Transaction Description/Source Information Displays the EPAF Transaction # for each job detail record. This number is generated during the upload process. Mass Change Table Example If the following percents are entered for each reason, Reason Percent Amount Include in Change Totals Merit Increase 3.0 Yes Cost of Living 2.0 Yes Other 1.0 No Then the job s total change percent is 5%, disregarding the 1% associated with the Other reason. This value is entered in the Total Change Percent field in the Job Detail table, and will also be reflected in the Change Percent field on the List by Employee page. Note Salary changes can only be made to those jobs to which the user has update access based on their Organization security and the lock status of the Organization. Buttons/Icons on This Page Button/Icon Apply Save Reset Previous Next Action To enforce a change in the employee s proposed salary for the specific job. This button is located at the top of the page as part of the Mass Change table. To save the information in the Job Detail table. To revert to the information that was last saved or mass applied. To access the previous job detail record To access the next job detail record. October 2011 Banner Employee Self-Service Salary Planner

78 Change Rules The following table describes the impact of changes on the Proposed values changes are made to a Job. Change Made To... Job Type Outcome Proposed Hours Per Pay Hourly Annual Salary = Rate x New Proposed Hrs per Pay x Factor No amount added to the Job Change Reason code ranked 1. Salaried Rate = Annual Salary / Factor / Hrs per Pay No amount added to the Job Change Reason code ranked 1. Proposed Hourly Rate 1 Hourly Change % x Base Rate or Change Amt + Base Rate = New Proposed Rate x Hours per Pay x Factor = Annual Salary + rounding / Factor / Hours per Pay = Proposed hourly Rate If no rounding is used, then do not refigure the proposed rate. Salaried Not Applicable Proposed Annual Salary 1 Hourly Rate = (Annual Salary + rounding) / Factor / Hrs per Pay Salaried Rate = (Annual Salary + rounding) / Factor / Hrs per Pay Proposed Step Hourly Annual Salary = New Proposed Hourly Rate from table x (FTE or Appt% 2 ) x Hrs per Pay x Factor No amount is added to the Job Change Reason code ranked 1. Salaried Hourly Rate = New Proposed Salary x (FTE or Appt% 2 ) / Factor / Hrs per Pay No amount is added to the Job Change Reason code ranked Banner Employee Self-Service Salary Planner 8.6 October 2011

79 Change Made To... Job Type Outcome Proposed Appointment Percent (When the NTRINST indicator, Calculate Job Information Based on is set to Appt%) Hourly N = New Proposed Appointment Percent / Old Proposed Appointment Percent New Proposed Hours per Day = N x Proposed Hours per Day New Proposed Hours per Pay = N x Proposed Hours per Pay New Proposed Default Hours = N x Proposed Default Hours New Proposed Annual Salary = Proposed Hourly Rate x New Proposed Hours per Pay x Factor Estimated Fiscal Year Budget = New Proposed Salary x Budget Factor No amount is added to the Job Change Reason code ranked 1. Proposed FTE (When the NTRINST indicator, Calculate Job Information Based on is set to FTE) Salaried Hourly N = New Proposed Appointment Percent/ Old Proposed Appointment Percent New Proposed Annual Salary = N x Proposed Annual Salary Amount added to JCRE #1 = New Proposed Annual Salary - Old Proposed Annual Salary New Proposed Rate = New Proposed Annual Salary / Factor / Hours per Pay N = New Proposed FTE / Old Proposed FTE New Proposed Hours per Day = N x Old Proposed Hours per Day New Proposed Hours per Pay = N x Proposed Hours per Pay New Proposed Default Hours = N x Proposed Default Hours New Proposed Annual Salary = Proposed Hourly Rate x New Proposed Hours per Pay x Factor Estimated Fiscal Year Budget = New Proposed Salary x Budget Factor No amount is added to the Job Change Reason code ranked 1. October 2011 Banner Employee Self-Service Salary Planner

80 Change Made To... Job Type Outcome Salaried N = (New Proposed FTE - Old Proposed FTE) / Old Proposed FTE New Proposed Annual Salary = N x Old Proposed Annual Salary + Base Salary Amount added to JCRE #1 = New Proposed Annual Salary - Old Proposed Annual Salary Estimated Fiscal Year Budget = New Proposed Annual Salary / Factor / Hours per Pay = New Proposed Rate(New Proposed Salary x Budget Factor) + [Base Salary x (100 - Budget Factor)] Proposed Hours per Pay Hourly No changes Salaried No changes Base Annual Salary Hourly No recalculations are triggered as a result of change. Proposed Step > 0 Salaried No recalculations are triggered as a result of change. New Proposed Salary = New Base Salary + Change Reason Amounts + Rounding x (Proposed FTE / Base FTE or Proposed Appointment Percent/Base Appointment Percent) 3 New Proposed Rate = New Proposed Salary / Factor / Hours per Pay Change Reason Amount 1 / New Proposed Salary = Change Reason Percent 1, etc Banner Employee Self-Service Salary Planner 8.6 October 2011

81 Change Made To... Job Type Outcome Base Hourly Rate Hourly, Step = 0 Proposed Step > 0 Salaried New Proposed Annual Salary = (New Base Rate + Change Reason Amounts) x (Proposed FTE / Base FTE or Proposed Appointment Percent/ Base Appointment Percent) 3 x Hours per Pay x Factor + Rounding New Proposed Rate = New Proposed Annual Salary / Factor / Hours per Pay If rounding is set to None, then do not refigure the Proposed Rate. Change Reason Amount 1 / New Proposed Rate = Change Reason Percent 1, etc. No recalculations are triggered as a result of change. No recalculations are triggered as a result of change. Base Hours per Pay Hourly Not applicable Salaried Not applicable Base Step Hourly Not applicable Salaried Not applicable Base FTE Hourly No recalculations are triggered as a result of change. Salaried No recalculations are triggered as a result of change. Base Appt% Hourly No recalculations are triggered as a result of change. Salaried No recalculations are triggered as a result of change. October 2011 Banner Employee Self-Service Salary Planner

82 Note When a job is defined as salaried (based on the Salary Table) only the Annual Salary is uploaded to the EPAF from the Salary Planner. The EA Mass Apply Process (NOPEAMA) will calculate the Assign Salary and Hourly Rate. When a job is defined as hourly, only the Hourly Rate is uploaded from the Salary Planner. The Hourly Rate displayed in the Salary Planner for salaried jobs and the Annual Salary displayed for hourly Jobs may be different than what eventually gets created on the Employee Jobs Form (NBAJOBS). Legend 1 The only way to change the Proposed Hourly Rate or Annual Salary is to enter a Change Percent or Change Amount for a Change Reason. On the Job Detail page all changes associated with a Job Change Reason are applied to the Hourly Rate if the job is defined as Hourly, and to the Annual Salary if the job is salaried 2 The Step amount is multiplied by the Job's Proposed FTE when the Calculate Job Information Based On indicator in NTRINST is set to FTE. The amount is multiplied by the Appointment Percent when the indicator is set to Appointment Percent. The amount is not multiplied by either the FTE or the Appointment Percent when the indicator is set to None. 3 The formula uses either the FTE or Appointment Percent based on the NTRINST Calculate Job Information Based On indicator. Links to Other Web Pages This Link Distribution Default Hours Position Detail Comments List by Employee Action Goes to the Job Labor Distribution page (bwpksdst.p_joblabordist). Goes to the Default Hours page (bwpksjob.p_dispdefaulthrs) Goes to the Position Detail page (bwpkspos.p_modifyposndetl). Goes to the Job Comments page (bwpksjob.p_dispjobcomments). Goes to the List by Employee page (bwpksjob.p_listbyemployee) 3-62 Banner Employee Self-Service Salary Planner 8.6 October 2011

83 Links to Other Web Pages This Link List by Position Position Filter Employee Filter Summary Totals Action Goes to the List by Position page (bwpkspos.p_listbyposition) Goes to the Position Filters page (bwpksala.p_dispposnfilters) Goes to the Employee Filter page (bwpksala.p_dispemployeefilter) Goes to the Summary Totals page (bwpkstot.p_dispsumtotals) Other Web Pages With Links to This Page Employee Detail List by Employee Job Labor Distribution Default Hours Job Comments Setup Requirements Item NTRINST Description Set up the Calculate Job Data Based On indicator field in the Installation Rules Form (NTRINST) in Banner. This is used in calculating the appointment percent for each job. October 2011 Banner Employee Self-Service Salary Planner

84 Job Labor Distribution (bwpksdst.p_joblabordist) In Banner, a job is defined as a combination of a position and suffix which is associated with an employee. Banner maintains separate labor distributions for positions and jobs. Consequently, the labor distribution of a position may be different or identical as that of the job. This Web page provides Master Salary Planners and HR Managers the option to change job labor distribution data. Note When Banner Finance is installed, labor distribution data is a set of the following elements: Fund, Organization, Account, Program, Activity and Location (FOAPAL). When Banner Finance is not installed, Labor Distribution data is a string of 60 characters. Salary Planner users can access this page to: View a Job s Labor Distribution data, Add a new Job Labor Distribution record Change one or more components of the Job Labor Distribution, or Copy the Budget Distribution from the associated Position to the Job Labor Distribution, or vice-versa. To perform the above functions, this page displays the account distribution for the job, as well as the position associated with the job. Two sets of Job Labor Distribution data are displayed for each job, one for the Current model, and one for the Proposed model. The Current Job Labor Distribution reflects the data in NBAJOBS as of the Effective Date used in the original extract. This information is display-only and is dynamically updated as changes are made to the Job in Banner. The Job Labor Distribution in the Proposed model is initially identical to that of the current set up. However, Salary Planner users can update this set of information by selecting the Percent field. Note that changes to the Job Labor Distribution in Banner after the initial extract are not automatically reflected in the Proposed model. However, the Proposed labor distribution is only uploaded back to Banner if changes are made to it. Following the proposed Job Labor Distribution, the proposed Position Labor Distribution corresponding to the Position associated with the job is displayed. This information serves as a reference to copy labor distribution data from job to position, and vice-versa. The Job Labor Distribution page can be accessed from the Employee Details page or the Job Detail page Banner Employee Self-Service Salary Planner 8.6 October 2011

85 Information Text The information text provides instructions for using this Web page. You can customize the text using Web Tailor. The delivered text is: Select the percent link to change the Proposed Job Labor Distribution. Select Add a new record to add distribution records. Web Page Fields Item Description/Source Information When Banner Finance is installed, the individual FOAPAL elements are identified for each job and position on this page. For a detailed description of each FOAPAL component, refer to the Account Distribution (bwpksdst.p_dispacctdist). Salary Planners can select the Percent field to change the labor distribution for a job in the Proposed model, or select the Add New Line link to add a new Account Distribution row to the Proposed Job Labor Distribution. The Total Percent of labor distribution in the Proposed model must equal 100. Labor distributions with a percent equal to zero should be removed. Buttons/Icons on This Page Button/Icon Copy Position Distribution to Job Copy Job Distribution to Position Action Copies the Account Distribution of the Position into the Job Labor Distribution. Copies the Account Distribution of a job into the corresponding elements of the Position Labor Distribution. Links to Other Web Pages This Link Percent Add a New Record Employee Detail Job Detail Action Goes to the Account Distribution page (bwpksdst.p_dispacctdist) Goes to the Account Distribution page (bwpksdst.p_dispacctdist) Goes to the Employee Details page (bwpksjob.p_modifyempdetl) Goes to the Job Detail page (bwpksjob.p_modifyjobdetl) October 2011 Banner Employee Self-Service Salary Planner

86 Links to Other Web Pages This Link List by Employee List by Position Summary Totals Action Goes to the List by Employee page (bwpksjob.p_listbyemployee) Goes to the List by Position page (bwpkspos.p_listbyposition) Goes to the Summary Totals page (bwpkstot.p_dispsumtotals) Other Web Pages With Links to This Page Job Detail Employee Detail List By Position (bwpkspos.p_listbyposition) The List by Position page displays position information for each position included in the selected organizations. The information displayed on this page is based on the user s security in the Salary Planner, and the organizations selected in the filter criteria on the Position Filters page. Due to the above dependencies, it is possible that Salary Planner users may not see all positions in an organization by virtue of their security. The List by Position page allows Salary Planner users to apply either across-the-board changes in the budget of all positions in an organization, or apply changes to specific positions. To accommodate for mass changes as well as individual salary changes, information on this page is organized in the following tables: Mass Change Table, List by Position Table, Summary Table, and Position Filter Criteria Table 3-66 Banner Employee Self-Service Salary Planner 8.6 October 2011

87 Budget changes can be specified in terms of percents or amounts in the Mass Change Table. Note Changes to budget are applied to only those positions selected by the Position Filter criteria and the user s security. The Mass Change Table is followed by the List by Position Table containing an alphanumeric listing of positions within each organization. Here, individual Position Budget changes can also be entered in terms of percents or amounts. The Summary Table consolidates the information from the List by Position Table and displays the relevant totals at the organization level. The Filter Criteria Table displays the criteria selected on the Position Filters page that resulted in the selection and display of data on this page. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Enter a mass change and select Mass Apply, or modify an individual position and select Save. Rounding applies to Mass Changes and individual position changes. Web Page Fields Item Description/Source Information If the Scenario is set to automatically post to Budget Development, a section at the top is dynamically displayed to identify the targeted Chart of Accounts, Budget ID and Phase in Finance Budget Development. Chart of Accounts Budget ID Budget Phase Chart of Accounts identified in the extract and position budget entries will post to. Budget ID identified in the extract and position budget entries will post to. Budget Phase identified in the extract and position budget entries will post to. Mass Change Table - Enter the amount or percent by which budgets are to be updated. Select the Mass Apply button to apply the mass change. October 2011 Banner Employee Self-Service Salary Planner

88 Web Page Fields Item Rounding Percent Amount Description/Source Information Select a Rounding Method from the pull-down list to specify if budget amounts are to be rounded when changes are mass applied. Values include: None (Default) No rounding method is employed Budget is rounded to the nearest dollar or unit percent Budget is rounded to the nearest multiple of Budget is rounded to the nearest multiple of 100. Note: The Rounding Method applies to both individual position changes and mass changes. Enter the percent value by which Position Budgets are to be changed. Enter the amount by which Position Budgets are to be changed. When an amount is entered and applied it will be prorated based on the Base FTE, Appointment Percent, or not at all, in accordance to the rules defined in the Prorate Flat Amount field on the Position Control Installation Rules Form (NTRINST). List by Position Table - The List by Position Table displays the Organization code, Organization name and the Lock Status of the organization, followed by a numeric/ alphabetical listing of all Positions included in that organization. Position and Title Displays the Position code and Position Title. This field provides a link to the Position Detail page. The following fields are displayed when the Prorate Flat Amount Based On indicator on NTRINST is set to None or FTE. Base FTE Proposed FTE Displays the Budgeted Position FTE. This value is taken at the time of the extract. The Base FTE can be changed to a current value on the Position Detail page. Initially displays the FTE at the time of the extract, but can be changed. The following two fields are displayed when the Prorate Flat Amount Based On indicator on NTRINST is set to Appointment Percent Banner Employee Self-Service Salary Planner 8.6 October 2011

89 Web Page Fields Item Base Appt% Proposed Appt% Base Budget Change Percent Change Amount Proposed Budget Bargaining Unit Estimated Fiscal Year Budget Description/Source Information Displays the Appointment Percent associated with the position. This value is taken at the time of the extract. The Base Appointment Percent can be changed to a current value on the Position Detail page. Displays the Proposed Appointment Percent. This value is taken at the time of the extract, and can be changed. Displays the Position Budget originally extracted from Banner. This is a calculated field as well as a data-entry field. This field always displays the Change Percent between the Base and the Proposed Position Budgets. This field can be updated to change the Proposed Position Budget. The system calculates and displays the change amount in the Change Amount field when a Change Percent is entered. This is both a calculated and data enterable field. This field always displays the amount of change between the Base and the Proposed Position Budgets. This field can be updated to change the Proposed Position Budget. The system calculates and displays the change percent in the Change Percent field when a Change Amount is entered. This field is calculated by applying the change amount to the base position budget. Displays the bargaining unit associated with the position. This information is drawn from the NBAPOSN form during the extract process. This is the sum of the estimated fiscal year budget amounts for each job associated with the position. This total does not include jobs whose Hide from Scenario indicator has been marked, nor does it include jobs to which Salary Planner users do not have the required security access. October 2011 Banner Employee Self-Service Salary Planner

90 Web Page Fields Item Links Extract Status Hide/Exclude Totals Description/Source Information Displays Web page links for each position. These include: Distribution Goes to the Position Budget Distribution page. Comments Goes to the Comments page. An asterisk (*) on this link indicates that comments exist. Employee Displays a list of the Position s incumbents on the List by Employee page. Displays the status as New or Changed for a record in this table. The New status is displayed when a new record is added to an existing scenario as a result of rerunning the Salary Planner Extract Process (NBPSPEX) in the Add/Delete mode. The Changed status is displayed if the current budget for the position is different from the base budget, or the current FTE differs from the Base FTE. Access the Position Detail page to view the value for the Changed Status. The display of this field depends on the Salary Planner user accessing this page, and the scenario being accessed. Master Salary Planners accessing the Initial scenario will see the Hide from Scenarios field whereas HR Managers will see this field as Exclude from Totals. Master Salary Planners can select this check box to hide a position from all scenarios generated from the Initial scenario. HR Managers can select this check box to exclude a position from the calculation of the organization totals. Changes to this field also affect all the associated jobs. Summary Table - The Summary Totals are only displayed for organizations whose last position is displayed on this page. Totals are for positions included in the filter criteria only and exclude positions that are hidden or marked as excluded. Organization Base FTE Displays the organization code and organization name. Displays the sum of the Base FTE for all positions, except those that are marked as excluded on this Web page. Calculated field Banner Employee Self-Service Salary Planner 8.6 October 2011

91 Web Page Fields Item Proposed FTE Base Budget Change Percent Change Amount Proposed Budget Description/Source Information Displays the sum of the New FTE for all positions except those that are marked as excluded on this Web page. Calculated field. Displays the total Base Budget for all positions in the Organization excluding positions indicated by the Exclude from Totals check box on this Web page. Calculated field. Displays the difference between the Base Position Budget and the Proposed Position Budget as a percentage. Excludes positions whose Exclude from Totals check box is marked. Calculated field. Displays the difference between the Base Position Budget and the Proposed Position Budget in terms of amounts. Excludes positions whose Exclude from Totals check box is marked. Calculated field. Displays the total Proposed Budget for all positions in the Organization excluding positions indicated by the Exclude from Totals check box on this Web page. Calculated field. Position Filters Table - This table displays the filter criteria specified on the Position Filters page. For a detailed description of the fields in this table, refer to the Position Filters (bwpksala.p_dispposnfilters). Buttons/Icons on This Page Button/Icon Previous 25 Next 25 Save Reset Copy Estimated Budget to Budget Action Displays the previous 25 records of an organization in a subsequent Web page, if applicable. Displays the next 25 records of an organization in a subsequent Web page, if applicable. Saves the changes made on this Web page. Resets unsaved changes made on this Web page. Updates the position budget to the estimated fiscal year budget and recalculates the Total Percent and Total Amount Change for positions. October 2011 Banner Employee Self-Service Salary Planner

92 Buttons/Icons on This Page Button/Icon Download Position Data Download Position and Distribution Download Data for Upload File Action Downloads position budget data in the scenario, except those that have been hidden in the Initial Scenario. For details, refer to the topic, Data Download to a.csv Spreadsheet File. Downloads all position data in the scenario, except those that have been hidden in the Initial scenario. For details refer to the topic, Data Download to a.csv Spreadsheet File. Select this button to download position budget data associated with the budget scenario displayed on this page into a Tab Delimiter file for use in the Upload to Salary Planner (NBPUPSP) spreadsheet upload process. For details refer to the topic, Data Download for Spreadsheet Upload (bwpkspos.csv and bwpksjob.csv). Links to Other Web Pages This Link Organizations with no data List by Employee Summary Totals Employee Filter Position Filter Action Goes to the Organizations with No Data page (bwpkspos.p_disporgnswoutdata) Goes to the List by Employee page for the corresponding record. Displays the Summary Totals page for the corresponding organization. Goes to the Employee Filter page (bwpksjob.p_dispemployeefilter) Goes to the Position Filter page (bwpkspos.p_dispposnfilters) Other Web Pages With Links to This Page List by Employee Employee Detail Job Detail 3-72 Banner Employee Self-Service Salary Planner 8.6 October 2011

93 Other Web Pages With Links to This Page Job Labor Distribution Position Detail Position Distribution Position Comments Summary Totals Position Detail (bwpkspos.p_modifyposndetl) The Position Detail page displays detailed information for a specific position. This page can be accessed by selecting the Position and Detail link from the List by Position page or the Multiple Extracts Position page. Salary Planner users cannot make changes on this page if: They have query-only access or The organization associated with the position is locked and the user does not have access to the predecessor organization, or the predecessor is locked Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Choose a Rounding value, enter a change amount and select Apply. Web Page Fields Item Description/Source Information If the Scenario is set to automatically post to Budget Development, a section at the top is dynamically displayed to identify the targeted Chart of Accounts, Budget ID and Phase in Finance Budget Development. Chart of Accounts Budget ID Budget Phase Chart of Accounts identified in the extract and position budget entries will post to. Budget ID identified in the extract and position budget entries will post to. Budget Phase identified in the extract and position budget entries will post to. October 2011 Banner Employee Self-Service Salary Planner

94 Web Page Fields Item Rounding Percent Amount Description/Source Information Select a rounding method from the pull-down list to specify if mass budget changes and individual position changes are to be rounded when mass applied. Options include: None (Default) No rounding method is employed Position Budget is rounded to the nearest dollar or unit percent Position Budget is rounded to the nearest multiple of Position Budget is rounded to the nearest multiple of 100. Enter the percent by which the Position Budget is to be changed. By default, the system calculates and displays the corresponding amount in the next field when this field is entered. Enter the amount by which the Position Budget is to be changed. By default, the system calculates and displays the corresponding percent value in the previous field. Budget Information Table - This table displays the Position Budget information for each model set up Banner Employee Self-Service Salary Planner 8.6 October 2011

95 Web Page Fields Item Model Fiscal Year Budget FTE Description/Source Information Displays the caption of each model. Models include: Proposed, Base, and Current. The Proposed model displays the Position information that will be uploaded at the end of the Extract process, NBPSPUP. The Base model displays information extracted from Banner at the time of the initial extract. The Current model displays the current Banner data for the Fiscal Year, Budget ID, and Phase. The values in this column are updated dynamically as changes are made in Banner. Note: The absence of a Current Fiscal Year Budget for a Position is an indicator that the position has been either canceled or deleted. Displays the fiscal year budget of the position for each model. The Proposed Fiscal Year Budget of a position is a displayonly field. It is calculated as: Base Budget + Change Amount The Base Fiscal Year Budget initially displays the value at the time of the extract, but this can be changed. The Current Fiscal Year Budget displays the Position Budget as it exists in Banner. Displays the FTE of the position in each model. The Proposed FTE initially displays the Base FTE drawn during the extract, and can be changed. The Base FTE refers to the position FTE at the time of the extract, and can be changed. The Current FTE displays the FTE of the position as it exists in Banner. October 2011 Banner Employee Self-Service Salary Planner

96 Web Page Fields Item Appt% Total Salaries Estimated Fiscal Year Budget Exclude from Totals/ Hide from Scenarios Description/Source Information Displays the Appointment Percent of the position for each model. The Proposed Appointment Percent is the same as the Base value. This field can not be updated. The Base Appointment Percent refers to the Appointment Percent of the position at the time of the extract. This value can be updated. The Current Appointment Percent displays the Appointment Percent of the position as it exists in Banner. Displays the sum of the annual salaries of all jobs associated with the specific position. The Proposed Total Salaries is the sum of the proposed annual salaries of all jobs associated with a position. The Base Total Salaries is the sum of the base annual salaries of all jobs associated with a position. The Current Total Salaries is not displayed. Displays the total estimated fiscal year budget for all jobs associated with the Position only for the Proposed model. See the Job Detail page for a further explanation of the Estimated Fiscal Year Budget Calculation. The display of this field depends on the Salary Planner user accessing this page and the scenario being accessed. Master Salary Planners accessing the Initial scenario will see the Hide from Scenarios field whereas HR Managers will see this field as Exclude from Totals. Master Salary Planners can select this check box to hide a position from all scenarios generated from the Initial Scenario whereas HR Managers can select this check box to exclude a position from the calculation of the organization totals. Changes to this field also update all the associated jobs. Position Information Table - This table displays the organization associated with the Position, the Position Type, the Start and End Dates of the Position, and the Current Status of the position Banner Employee Self-Service Salary Planner 8.6 October 2011

97 Buttons/Icons on This Page Button/Icon Apply Save Reset Previous Next Action Select this button to apply the changes to the proposed position budget initially entered in the Change table. Select this button to save the entries on this page. Upon saving, the process recalculates the Proposed Fiscal Year Budget, the Total Change Percent, Total Change Amount, Change Amount, and Change Percent if they exist. The process also redistributes the Proposed Salary Amount by Account Distribution percentage. Select this button to reset any unsaved changes. Select this button to access the previous position in the numerical order. Note: Save your changes before selecting this button. Unsaved changes will be lost. Select this button to access the next position in the numerical order. Note: Save your changes before selecting this button. Unsaved changes will be lost. Links to Other Web Pages This Link Position Distribution Position Budget Comments Employee List by Employee List by Position Summary Totals Action Goes to the Position Distribution page (bwpksdst.p_posnlabordist). Goes to the Position Comments page (bwpkspos.p_dispposncomments). Goes to the List by Employee page (bwpksjob.p_listbyemployee). Goes to the List by Employee page (bwpksjob.p_listbyemployee). Goes to the List by Position page (bwpkspos.p_listbyposition). Goes to the Summary Totals page (bwpkstot.p_dispsumtotals). October 2011 Banner Employee Self-Service Salary Planner

98 Other Web Pages With Links to This Page Job Detail Employee Detail List by Position Position Distribution Position Comments Multiple Extract Position Position Comments Position Distribution (bwpksdst.p_posnlabordist) The Position Distribution page displays the Position Budget Distribution for a position. This page can be accessed from the List by Position page, Position Detail page. Salary Planner users can access this page to modify either the Position Budget or the Position Budget Distribution. This page displays the components of the Position Budget Distribution for the Current and Proposed models. The Budget Distribution in the Current model is display-only whereas that in the Proposed model can be updated. Salary Planner users can: Modify an existing distribution record by selecting the Percent link or Add a new record to the distribution by selecting the Add a New Record link. Note The Total percent of Position Budget Distribution records must always equal 100. This page also displays the Job Labor Distribution associated with the position for one or more employees. Salary Planner users can choose to copy the Position Labor Distribution to the Job Labor Distribution for each job associated with the position, by selecting the Copy Position Distribution to Jobs button Banner Employee Self-Service Salary Planner 8.6 October 2011

99 Data is organized in the following tables: Current Position Budget Distribution Table Proposed Position Budget Distribution Table Proposed Job Distribution Table for each employee whose job is associated with the position listed on this page. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Select the Percent link to change the proposed position budget distribution. Select Add a New Record to add distribution records. Web Page Fields Item Description/Source Information If the Scenario is set to automatically post to Budget Development, a section at the top is dynamically displayed to identify the targeted Chart of Accounts, Budget ID and Phase in Finance Budget Development. Chart of Accounts Budget ID Budget Phase Chart of Accounts identified in the extract and position budget entries will post to. Budget ID identified in the extract and position budget entries will post to. Budget Phase identified in the extract and position budget entries will post to. When Banner Finance is installed, labor distribution data is a set of the following elements: Fund, Organization, Account, Program, Activity and Location (FOAPAL). For a detailed field description of the components of labor distribution refer to the Account Distribution (bwpksdst.p_dispacctdist). When Banner Finance is not installed Labor Distribution data is a string of 60 characters. Buttons/Icons on This Page Button/Icon Copy Position Distribution to Jobs Action Select this button to copy the Position Distribution to all jobs associated with the position. October 2011 Banner Employee Self-Service Salary Planner

100 Buttons/Icons on This Page Button/Icon Update Budget Action Select this button to redistribute a Position Budget so that the distribution is equal to 100%. For example, consider a position budgeted for a total of $50,000, split 50/50 across two FOAPALs. If the Amount in the first FOAPAL set is changed to $30,000 on the Position Distribution page the Percent is recalculated to 60% with the Total Percent at 110% for the Position. On navigating from the Account Distribution page to the Position Distribution page a Warning Message displays that the Total Percentage does not equal 100%. Now select the Update Budget button for the position to recalculate and correct the percentages to 55% and 45% and update the Proposed Position Budget to $55, Links to Other Web Pages This Link Percent Add a New Record Position Detail List by Employee List by Position Summary Totals Action Goes to the Account Distribution page (bwpksdst.p_dispacctdist). Goes to the Account Distribution page (bwpksdst.p_dispacctdist). Goes to the Position Detail page (bwpkspos.p_modifyposndetl). Goes to the List by Employee page (bwpksjob.p_listbyemployee). Goes to the List by Position page (bwpkspos.p_listbyposition). Goes to the Summary Totals page (bwpkstot.p_dispsumtotals). Other Web Pages With Links to This Page List by Position Position Detail Account Distribution 3-80 Banner Employee Self-Service Salary Planner 8.6 October 2011

101 Other Web Pages With Links to This Page Multiple Extract Position Summary Totals (bwpkstot.p_dispsumtotals) The Summary Totals page displays the consolidated totals of each organization in accordance with the organization hierarchy set up in Banner, the selection criteria specified on the Position Filters page, and the user s security (including Employee Class, Employer, and Salary Level security). The totals for a predecessor organization include the totals of each subordinate organization when the Include Subordinate Organizations indicator is selected on the Position Filter page. The totals of subordinate organizations can be accessed by selecting the corresponding link of the predecessor organization on this Web page. Therefore, based on the organization hierarchy set up and the selection criteria specified on the Position Filters page, Salary Planner users can view roll-up totals for a predecessor organization and then drill down to see the subordinate organization totals. The organization totals are displayed in the Totals table. This is followed by the Organizations with No Positions link and the Position Filters table, which displays the criteria specified on the Position Filters page. This Web page can be accessed by selecting the Summary Totals button in the: Position Filter page, List by Position page or List by Employee page Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Select an Organization to display subordinate organizations. October 2011 Banner Employee Self-Service Salary Planner

102 Web Page Fields Item Description/Source Information Totals Table - The following fields display the organization totals for positions in each organization. Note: The organization totals do not include positions and jobs that are marked as Exclude from Totals, and amounts or percents associated with job change reasons whose Include in Change Totals indicator is set to No on the Job Change Reason Code Rules Form (PTRJCRE). Organization Proposed Position FTE Base Budget Total Change Percent Total Change Amount Proposed Budget Displays the ID and name of each organization. This field will be a link if there are subordinate organizations listed under the current organization. Displays the sum of the proposed position FTEs for all positions, including those in subordinate organizations, if available, but excluding positions whose Exclude from Totals field was marked on the Position Details page or the List by Position page. Displays the total base budget for all positions in the organization, including the subordinate organizations, if any, but excluding positions whose Exclude from Totals field was marked on the Position Details page or the List by Position page. Displays the Total Change Percent between the Base and the Proposed Position Budget. Displays the Total Change amount between the Base and the Proposed Position Budget. Displays a total of the Proposed Position Budgets for all positions in each organization, except positions that are marked excluded on the List by Position page. The following fields display the organization totals for jobs in each organization Banner Employee Self-Service Salary Planner 8.6 October 2011

103 Web Page Fields Item Proposed Job FTE Base Salary Total Change Percent Total Change Amount Description/Source Information Displays the sum of the Proposed Job FTEs for all jobs in the organization, including those in subordinate organizations, if available. Note: This total excludes: Jobs which have the Exclude from Totals field marked on the Job Detail page or the List by Employee page. Jobs for which Salary Planner users do not have the required security to access the corresponding Employee Class, Salary, or Employer Security. Displays the Total Base Salary by summing up the Base Salaries of each position within the organization, including subordinate organizations, if any. Subordinate organizations will be included in the total only if the Include Subordinate Organizations indicator field is selected on the Position Filters page. Note: This total does not include the Base Salaries associated with jobs that have been marked as excluded on the List by Employee page or the Employee Details page. This total excludes jobs for which Salary Planner users do not have the required security to access the corresponding Employee Class, Salary, or Employer Security. Displays the total percentage change in the Proposed Salary compared to the Base Salary, excluding jobs marked as excluded and change reasons not marked as included. Displays the Total Change Amounts between the Base and the Proposed Salary Budget. This total is the sum of the total change amounts specified for each job within each organization. The total change amount for each job is calculated by summing the amounts entered for each job change reason, excluding those reasons whose Include in Change Totals indicator is not marked on PTRJCRE. October 2011 Banner Employee Self-Service Salary Planner

104 Web Page Fields Item Proposed Salary Total (row) Description/Source Information Displays the Proposed Salary total for the organization. This total is calculated as the sum of the Proposed Salaries for each position in the organization. Subordinate organizations will be included in the total only if the Include Subordinate Organizations indicator is selected on the Position Filters page. However, this total does not take into account the Proposed Salaries of jobs that are marked excluded, or those for which users do not have security to access based on the Employee Class, Salary or Employer Security associated with the job. This row displays the grand total for each field listed above. Position Filters Table - The Position Filters table displays the selection criteria specified on the Position Filters page. Links to Other Web Pages This Link Organization Organizations with No Positions Back to Top Organization Previous Organization List by Position List by Employee Position Filter Action Displays any subordinate organizations corresponding to the selected organization on this page. Goes to the Organizations with No Data page (bwpkspos.p_disporgnswoutdata). Moves one level up in the organization hierarchy. Displays the previous organization accessed. Goes to the List by Position page (bwpksjob.p_listbyposn). Goes to the List by Employee page (bwpksjob.p_listbyemployee). Goes to the Position Filter page (bwpksala.p_dispposnfilters). Other Web Pages With Links to This Page List by Employee 3-84 Banner Employee Self-Service Salary Planner 8.6 October 2011

105 Other Web Pages With Links to This Page Employee Detail Job Detail Job Labor Distribution List by Position Position Detail Position Distribution Default Regular Hours (bwpksjob.p_dispdefaulthrs) Salary Planner users can access this page to modify the default regular hours of any earn code that is classified as a Regular Earn Type. Select the Default Hours button on the Job Detail page to access this page. This page displays default hours data for each field in the Proposed, Base, and Current models. The Proposed model represents data that can be updated for future use. The Base model represents data that was initially extracted from Banner. The Current model displays the default hours as they exist in Banner as of the Effective Date used in the extract. Upon initial extract, data in the Base and Current models will be identical. Salary Planner users can change the default hours in the Proposed model only. Note The proposed default hours may be automatically updated for hourly jobs when either the Proposed FTE or Proposed Appointment Percent is changed depending on the Update Job Data Based On indicator on the Position Control Installation Rules Form (NTRINST). Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Change the Proposed Default Hours and select Save. October 2011 Banner Employee Self-Service Salary Planner

106 Web Page Fields Item Model Effective Date Default Regular Hours Ended As Of EPAF Trans # Description/Source Information Displays the field information in the Base, Current and Proposed models of the selected scenario. Displays the effective date applicable for each model. Base Effective DateRefers to the Effective Date that falls closest to the Job Effective Date used in the extract. Current Effective DateRefers to the Effective Date of the current default hours job record that falls closest to the Job Effective Date used in the extract. Proposed Effective DateCorresponds to the Effective Date entered in the Salary Planner Extract Rules Form (NTRSPEX) for the employee class associated with the position. Displays the default hours in the Base, Current, and Proposed models of the selected set up. The Base default hours correspond to the hours initially extracted. The Current default hours displays the current default hours as of the Job Effective Date used in the extract. Salary planner users can enter a new value to update the default hours in the Proposed model of the set up. Displays the End date for the default hours in the Base and Current models of the set up. Salary Planner users can enter an End Date in the Proposed model. This field is required to terminate the default hours in Banner. This field is populated with a Transaction # after default hours are uploaded into Banner via the Salary Planner Update Process (NBPSPUP) Banner Employee Self-Service Salary Planner 8.6 October 2011

107 Buttons/Icons on This Page Button/Icon Save Reset Action Saves the changes made to the default hours and reverts to the Job Detail page. Undo any changes entered, but not yet saved on this page. Links to Other Web Pages This Link List by Employee Employee Detail Job Detail Action Goes to the List by Employee page (bwpksjob.p_listbyemployee). Goes to the Employee Detail page (bwpksjob.p_modifyempdetl) Goes to the Job Detail page (bwpksjob.p_modifyjobdetl) Other Web Pages With Links to This Page The Default Regular Hours page can be accessed only from the Job Detail page. Account Distribution (bwpksdst.p_dispacctdist) The Account Distribution page displays the COA, Index and the FOAPAL components being proposed for a specific position when Banner Finance is installed. When Banner Finance is not installed this page displays a 60- character Account Code field. Salary planner users can use this page to change the account distribution for a position in the Proposed Budget model. The information initially displayed on this page depends on the row selected in the Position Budget Distribution page. When selected from the distribution percent for a specific Position Budget Distribution row this page displays the selected account information. When selected from the Add New Row link the account distribution information will be blank. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Add or change an Account Distribution component and select Save. You may choose an Account Distribution component button to query values October 2011 Banner Employee Self-Service Salary Planner

108 Web Page Fields Item Description/Source Information The following fields can be used as data-entry fields as well as query fields. To query and populate a certain field, select the appropriate button. Chart Index Fund Organization Account Program Activity Location Project Cost Percent Enter the Chart of Accounts (COA) associated with a position. To query on this field, select the Chart button. Enter the Index associated with the position. Alternatively, select the Index button to query on this field. Enter the Fund associated with the position. Alternatively, select the Fund button to query on this field. Enter the Organization affiliated with the position. Alternatively, select the Organization button to query and populate this field. Enter the Account associated with the position. Alternatively, select the Account button to query and populate this field. Enter the Program code associated with the position, or select the Program button to query and populate this field with a value. Enter the Activity associated with the position, or select the Activity button to query and populate this field. Enter the Location code associated with the position, or select the Location button to query and populate this field. Enter the Project code associated with the position, or select the Project button to query and populate this field. Enter the cost associated with the position, or select the Cost button to query and populate this field. Enter the percent for calculating the amount budgeted for the position or job Banner Employee Self-Service Salary Planner 8.6 October 2011

109 Web Page Fields Item Amount Encumbrance Override End Date Description/Source Information This field is display-only if the Account Distribution page has been accessed from the Job Labor Distribution page. In this case, the amount is calculated based on the proposed annual salary using the percent value entered in the previous field. Enter the amount if this page has been accessed from the Position Budget Distribution page. In this case, this field is a data-entry field. The amount is calculated based on the proposed position budget using the percent value entered in the previous field. If the amount is changed, the percent value is also recalculated accordingly. (Optional) Enter an earlier override date instead of the Budget Period End Date, Project End Date or Fund Termination Date when calculating multiple year encumbrance amounts. Grant data is related to Fund codes used on the labor distribution. If the same Fund is used for multiple labor distribution records on the same Effective Date, and you try to enter a different Encumbrance End Date for a different FOAPAL within the same effective date for the same Fund, the following error message will be displayed: *ERROR* All Encumbrance Override End Dates must be the same for Fund XXXX effective DD-MON-YYYY. where, XXXX represents the Fund Code and DD-MON-YYY represents the Effective Date for the invalid record. Buttons/Icons on This Page Button/Icon Default From Index Save Remove Action Populates the FOAPAL elements with default values associated with the Index. Saves the changes entered on this page and returns the user to the Position Budget Distribution page or the Job Labor Distribution page. Clears all fields entries entered on this page. October 2011 Banner Employee Self-Service Salary Planner

110 Links to Other Web Pages This Link Job Distribution OR Position Distribution Action Goes to the Job Labor Distribution page (bwpksdst.p_joblabordist) OR Position Budget Distribution page (bwpksdst.p_posnlabordist) Other Web Pages With Links to This Page The Account Distribution page can be accessed only from the Position Distribution page. Account Distribution Lookup (bwpksfdt.p_listofvaluesld) NEED INFO Job Comments (bwpksjob.p_dispjobcomments) Enter or review job-related comments on the Job Comments page. This page can be accessed by selecting the Comments link corresponding to a job on the Job Detail page or the Employee Detail page. Web Page Fields Item Name and ID Position-Suffix and Title Last Updated By Description/Source Information Displays the Name and ID of the employee Displays the employee s position and suffix code, and the position title. Displays the name of the last Salary Planner user updating this position budget record and/or the comments associated with the position Banner Employee Self-Service Salary Planner 8.6 October 2011

111 Web Page Fields Item Last Updated On Comment Description/Source Information Displays the current date if entering a new comment, OR Displays the date on which the last Position Budget or comment change was made, if reviewing existing comments. Enter or review comments for a job. Note: Salary Planner users with query-only access can only review comments. Buttons/Icons on This Page Button/Icon Save Reset Action Saves any new or edited comment. Removes all unsaved changes. Links to Other Web Pages This Link Employee Detail Job Detail Action Goes to the Employee Detail page (bwpksjob.p_modifyempdetl) Goes to the Job Detail page (bwpksjob.p_modifyjobdetl) Other Web Pages With Links to This Page Employee Detail Job Detail Updates to Banner Item Description This page does not make any updates to Banner. Job comments will accompany any job salary, default earning or labor distribution changes uploaded to Banner via EPAFs. Once the EPAF is applied, comments can be viewed on the Job Changes Detail Display Form (PEAJCDD). October 2011 Banner Employee Self-Service Salary Planner

112 Position Comments (bwpkspos.p_dispposncomments) Enter or review position-related comments on the Position Comments page. This Web page can be accessed by selecting the Comments link on the List by Position page or the Multiple Extract - Position page, or the Position Budget Comment link on the Position Detail page. Web Page Fields Item Position and Title Last Updated By Last Updated On Comment Description/Source Information Displays the Position Number, and the Position Title. Displays the name of the Salary Planner user who last updated the position record. Note: This field should be viewed in context of the last update to the position record. It is not associated specifically to the comment field, but rather to any update of the position record from any source. Displays the date on which the position record was last updated. Note: This field should be viewed in context of the last update to the position record. It is not associated specifically to the comment field, but rather to any update of the position record from any source. Enter or review comments for the relevant position. Note: Salary Planner users with query-only access can only review comments. Buttons/Icons on This Page Button/Icon Save Reset Action Saves any new or edited comment and reverts to the Web page that was last accessed before the Comments page. Removes all unsaved changes. Links to Other Web Pages This Link List by Position Action Goes to the List by Position page (bwpkspos.p_listbyposition) 3-92 Banner Employee Self-Service Salary Planner 8.6 October 2011

113 Links to Other Web Pages This Link Position Detail Action Goes to the Position Detail page (bwpkspos.p_modifyposndetl) Other Web Pages With Links to This Page List by Position Position Detail Multiple Extract Position Updates to Banner Item Description This Web page does not make any updates to Banner. Position comments will accompany any position budget or labor distribution changes uploaded to the Position Budget Form (NBAPBUD) in Banner. Organizations with No Data (bwpkspos.p_disporgnswoutdata) The Organizations with No Data page displays a list of organizations that do not contain any data for a specific combination of an Extract ID and Scenario. This page can be accessed from the List by Employee page, List by Position page and the Summary Totals page. Web Page Fields Item Organization Description Description/Source Information Displays the organization code. Displays the title corresponding to the organization code. Links to Other Web Pages This Link Return to Previous Action Goes to page from where this page was accessed. October 2011 Banner Employee Self-Service Salary Planner

114 Organization Lock Selection (bwpksorg.p_chooseorgnlock) The Organization Lock Selection page allows Salary Planner users to check the lock status of an organization within each Extract ID/Scenario combination or find organizations having a particular lock status. Access this page by selecting the Organization Lock menu option from the Salary Planner menu. When an organization is locked, users with update access to the organization are restricted to query-only access unless the user also has update access to the predecessor organization, and the predecessor is unlocked. When an organization is in an unlocked status, it is open to update. Organization lock functionality depends on the type of access given to Salary Planner users, namely: Query access Update access Users with query access can only query the lock status of an organization. Users with update access to a predecessor organization can change the lock status of the successor organizations. Predecessor organizations are defined in FTMORGN when Banner Finance is installed, otherwise in PTVORGN when Banner Finance is not installed. Note When an Initial Scenario is created using the Salary Planner Extract Process (NBPSPEX), all organizations in the scenario have an unlocked status. Similarly, when a new scenario is created from an Initial Scenario using the Create Scenario page, all organizations within the new scenario have an unlocked status. Technical Note: An organization that does not have a Lock Record in the Lock table inherits the Lock status of its predecessor organization. If its predecessor does not exist, the organization inherits the status of the next predecessor in the hierarchy; and so on until a record is found. If no record is found the organization is considered unlocked. To check the lock status of an organization, select an Extract ID, Scenario combination, and an organization. Select the Submit button to obtain a response for your query Banner Employee Self-Service Salary Planner 8.6 October 2011

115 Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Select an Extract ID and Scenario. Select the Lock Status All to display Organizations regardless of status or choose a status. Leave Organization blank to start with the highest level Organization you have authority to change or designate a starting Organization. Web Page Fields Item Extract ID Scenario Lock Status Organization Description/Source Information The status of an organization will be displayed with relevance to an Extract ID, Scenario combination. Select a description of an Extract ID from the pull-down list. Select a description of a Scenario from the pull-down list. Select a lock status that is to be queried from the pull-down list. Specify an option in this field to determine organizations having a particular lock status. Options include: All Locked Unlocked Enter an organization code or choose an organization by selecting this button. All organization codes associated with a COA will be displayed from the FTVORGN form if Banner Finance is installed, or from the PTVORGN form if Banner Finance is not installed. Note: Leave this field blank to select the highest level organization you have access to. Buttons/Icons on This Page Button/Icon Submit Action Goes to the Change Organization Lock page (bwpksorg.p_submitorgnlock) October 2011 Banner Employee Self-Service Salary Planner

116 Links to Other Web Pages This Link Create Scenario Copy Scenario Edit Scenario Query Multiple Extracts Action Goes to the Create Scenario page (bwpksala.p_choosecreatescenario). Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario). Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts) Banner Employee Self-Service Salary Planner 8.6 October 2011

117 Other Web Pages With Links to This Page Create Scenario Edit Scenario Copy Scenario Change Organization Lock Query Multiple Extracts Organization Lookup (bwpksorg.p_listofvaluesld) NEED INFO Change Organization Lock (bwpksorg.p_lockorgn) The Change Organization Lock page allows users to change the current lock status of an organization for a selected Extract ID, Scenario combination. Access this page by posting a query and selecting the Submit button on the Organization Lock Selection page. The Parameters Table displays the search criteria specified in the Organization Lock Selection page. For detailed field descriptions please refer to the Web Page Fields section of the Organization Lock Selection (bwpksorg.p_chooseorgnlock). The Organization Lock Status Table displays a list of all organizations that match the above criteria, whose lock status can be updated. See below for detailed field descriptions. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Mark the Change checkbox and select Update to change an Organization's Lock Status. Select Review to see the subset of records marked for change. Select an Organization to display the successor organizations. October 2011 Banner Employee Self-Service Salary Planner

118 Web Page Fields Item Description/Source Information Organization Lock Status Table - The following information is displayed for each organization that meets the lock status search criteria displayed in the Parameters Table. Organization Title Displays the organization code as a link for successor organizations. Select the link to drill down the organization hierarchy. The list displayed depends on the user s organization security set up. The lock status of an organization can be viewed and updated only if the user has update access to the predecessor organization. Displays a short description of the corresponding organization code. Lock Status Displays the lock status of each organization. An asterisk (*) in this field indicates that a subordinate organization has a different status. Change Select this check box to change the lock status of the relevant organization. Buttons/Icons on This Page Button/Icon Review Update Action Displays only the organizations whose lock status is marked to be changed on this page. Updates the Locked status of organizations selected and reloads this page with the new status. Links to Other Web Pages This Link Choose Organization Lock Create Scenario Action Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock). Goes to the Create Scenario page (bwpksala.p_choosecreatescenario) Banner Employee Self-Service Salary Planner 8.6 October 2011

119 Links to Other Web Pages This Link Copy Scenario Edit Scenario Query Multiple Extracts Action Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario). Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts). Other Web Pages With Links to This Page The Change Organization Lock page can be accessed only by choosing the Submit button on the Organization Lock Selection page. Query Multiple Extracts (bwpksmex.p_viewextracts) The Query Multiple Extracts Web page allows Salary Planner users to select multiple Budget Extract IDs for combined viewing. This page can be accessed by selecting the Multiple Query Extract option in the Salary Planner menu. Extract ID/Scenario combinations and organizations listed in the following fields will be based on the user s Organization security. After selecting the filter criteria, a user can select the appropriate button to view information by Position, Employee, or Position and Salary Totals only. Information Text The information text provides instructions for using this Web page. You can customize the text using WebTailor. The delivered text is: Select one or more Extract ID, Scenario combinations and one or more Organizations. Select desired button. October 2011 Banner Employee Self-Service Salary Planner

120 Web Page Fields Item Extract - Scenario COA - Organization Include Subordinate Organizations Number of Records per Page Description/Source Information Displays all valid Budget Extract ID and Scenario combinations (except the Initial Scenarios) in accordance with the user s Organization security profile. Select multiple combinations by using the CTRL or the SHIFT key. Displays a list of organizations associated with the Extract IDs listed above and accessible to the user based on their security profile. Select multiple organizations by using the CTRL or the SHIFT key. Select this check box if subordinate organizations are to be included in the criteria. When selected in conjunction with the Multiple Extract Summary Totals button the totals for a predecessor organization includes the amount associated with all subordinate organizations. Indicate the number of records that are to be displayed on this page. Select a value from the pull-down list. Buttons/Icons on This Page Button/Icon Multiple Extract Positions Multiple Extract Employee Multiple Extract Totals Action Goes to the Multiple Extract Positions page (bwpksmex.p_dispmultiplepositions) Goes to the Multiple Extract Employee page (bwpksmex.p_dispmultipleemployees) Goes to the Multiple Extract Totals page (bwpkpmex.p_dispmultiplesumtotals) Banner Employee Self-Service Salary Planner 8.6 October 2011

121 Links to Other Web Pages This Link Create Scenario Copy Scenario Edit Scenario Organization Lock Action Goes to the Create Scenario page (bwpksala.p_choosecreatescenario). Goes to the Copy Scenario page (bwpksala.p_choosecopyscenario). Goes to the Edit Scenario page (bwpksala.p_chooseeditscenario) Goes to the Organization Lock Selection page (bwpksorg.p_chooseorgnlock). Other Web Pages With Links to This Page Create Scenario Edit Scenario Copy Scenario Organization Lock Selection Change Organization Lock Multiple Extract Employee Multiple Extract Position Multiple Extract Summary Total Multiple Extracts - Employee (bwpksmex.p_dispmultipleemployee) The Multiple Extracts - Employee page can be accessed from the Query Multiple Extracts page or the Multiple Extract pages for Position or Summary Totals. Information is displayonly. Here, each organization is displayed as a separate table, within each Extract ID/Scenario. Each Organization is then summarized in a Totals table including amounts from each Extract ID selected. October 2011 Banner Employee Self-Service Salary Planner

122 Web Page Fields Item Description/Source Information Fields displayed on this page are similar to those displayed in the List by Employee page. For a detailed description, refer to the List by Employee (bwpksjob.p_listbyemployee). Links to Other Web Pages This Link Multiple Extract Positions Multiple Extract Summary Totals Query Multiple Extracts Action Goes to the Multiple Extract Positions page (bwpksmex.p_dispmultiplepositions). Goes to the Multiple Extract Totals page (bwpkpmex.p_dispmultiplesumtotals). Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts). Other Web Pages With Links to This Page Query Multiple Extracts Multiple Extract Position Multiple Extract Summary Total Multiple Extracts - Position (bwpksmex.p_dispmultiplepositions) The Multiple Extracts - Positions page can be accessed from the Query Multiple Extracts page, or the Multiple Extract pages for Employee or Summary Totals. All information is display-only. Here, each organization is displayed as a separate table, within each Extract ID/Scenario combination. Each organization is then summarized in a Totals table including amounts from each Extract ID selected Banner Employee Self-Service Salary Planner 8.6 October 2011

123 Web Page Fields Item Description/Source Information Fields displayed on the Multiple Extracts - Positions page are similar to those displayed in the List by Position page. For a detailed description, refer to the List By Position (bwpkspos.p_listbyposition) on page October 2011 Banner Employee Self-Service Salary Planner

124 Links to Other Web Pages This Link Multiple Extract Employee Multiple Extract Summary Totals Query Multiple Extracts Action Goes to the Multiple Extract - Employee page (bwpksmex.p_dispmultipleemployees) Goes to the Multiple Extract - Summary Totals page (bwpkpmex.p_dispmultiplesumtotals) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts). Other Web Pages With Links to This Page Query Multiple Extracts Multiple Extract Employee Multiple Extract Summary Total Multiple Extracts Summary Totals (bwpksmex.p_dispsumtotals) The Multiple Extracts Summary Totals page can be accessed from the Query Multiple Extracts page, or the Multiple Extract pages for Employee or Positions. All information is display-only. Here, the summary totals for all positions and jobs in an organization are displayed for each Extract ID - Scenario selected. In addition each predecessor organization is a link to drill down to the subordinate organizations. Web Page Fields Item Description/Source Information Fields displayed on this page are similar to those displayed on the Summary Totals page. For detailed field descriptions, refer to the Summary Totals (bwpkstot.p_dispsumtotals) Banner Employee Self-Service Salary Planner 8.6 October 2011

125 Links to Other Web Pages This Link Multiple Extract Positions Multiple Extract Employee Query Multiple Extracts Action Goes to the Multiple Extract Positions page (bwpksmex.p_dispmultiplepositions) Goes to the Multiple Extract Employee page (bwpksmex.p_dispmultipleemployees) Goes to the Query Multiple Extracts page (bwpksmex.p_viewextracts). Other Web Pages With Links to This Page Query Multiple Extracts Multiple Extract Employee Multiple Extract Position Data Download for Spreadsheet Upload (bwpkspos.csv and bwpksjob.csv) Salary changes and position budget changes may be uploaded from an Excel spreadsheet into Banner's Salary Planner system using the Upload to Salary Planner (NBPUPSP) process in Banner. Up to four Job Change Reasons and Salary Change Amounts may be processed for each employee's job with this enhancement. One Change Amount may be processed per Position Budget. The data in the file being loaded must be in the unique format specified for Position data and/or Salary data as identified in the Process Flow below. See the Banner Human Resources User Guide, Reports Chapter, for more information on the Upload to Salary Planner Process (NBPUPSP). The upload will populate the Change Reason and Amount field for those employees on a job step zero and will be applied to the Annual Salary, whether hourly or salaried. Only salary and/or position budget Change Amounts will be uploaded, not percents. Note Every record in the spreadsheet will be reviewed. If you do not wish changes to occur to the existing record in Salary Planner, remove the entire record line from the.txt file before uploading. If the Position spreadsheet record has null values for Change Amount, or the Job spreadsheet has null values for both Change Reason and Change Amount, an error will be returned on that record and no processing will occur. Processing is based on the following logic. October 2011 Banner Employee Self-Service Salary Planner

126 Position upload Any Position record within the Spreadsheet will be processed to: 1. Review for format error. 2. If record format acceptable, update the Salary Planner record Change Percent and Amount to null. 3. Evaluate the spreadsheet record for a Change Amount greater than zero and if so, update the new value into the Salary Planner record; Note When evaluating the spreadsheet record, if the Change Amount is null or equal to zero, no new update from the spreadsheet will be processed for that record in Salary Planner. Job upload Any employee job record on Step 0 included in the Spreadsheet will be processed to: 1. Review for format error. 2. If record format acceptable, delete existing Salary Planner Change Reason and Amounts. 3. Evaluate the spreadsheet record for a Change Amount greater than zero and if so insert the new values into the Salary Planner record. Note When evaluating the spreadsheet record, if the Change Amount is null or equal to zero, no new update from the spreadsheet will be processed for that record in Salary Planner. Examples: John Doe, Position exists in the file to be loaded, all Salary Planner increase amounts will be updated/deleted for John Doe, Position prior to inserting the records from the file. Steve Smith exists in Salary Planner but NOT in the upload file, his records will not be deleted or changed during the upload process. The salary upload process will match employees using the Banner ID Banner Employee Self-Service Salary Planner 8.6 October 2011

127 Only the Position Change Amount and/or Job Change Reason and Amount will be uploaded. Therefore, any and all other values are not supported with this upload enhancement: e.g. FTE, APPT%, hrs per pay, hrs per day, default hours, factor and pays, job labor distribution or position labor distribution percent, etc. The file to be uploaded must be in.txt format and be moved into the Banner system directory. Process flow Format position change amount file 1. Use the new Download Data for Upload File button on the List By Position page within Salary Planner. 2. Name and Save the downloaded file with a.txt extension. 3. Open Excel program and open file. 4. In the text import wizard, select Delimited file. 5. Click Next. 6. Set the Text Qualifier to None. 7. Click Next. 8. Select the Position Column. 9. Change the Column Data format to Text (Repeat this step for any other columns that need specific formatting). 10. Select Finish. 11. Use Sum feature or enter a formula for Budget Proposed fields to add Budget to Change Amount. 12. Enter desired Change Reasons and Amounts by updating the file as necessary. 13. Save the file in.txt format. October 2011 Banner Employee Self-Service Salary Planner

128 14. When finished making changes and ready to upload file, delete Row 1 (column headings). 15. FTP or copy the.txt file to the data_home directory for Banner (consult with your IT department on this step). 16. Run the Upload to Salary Planner Process (NBPUPSP) for File Type 'P'osition. 17. Review report and the data online on the Salary Planner Web pages. Format job change amounts file 1. Use the new Download Data for Upload File button on the List By Employee page within Salary Planner. 2. Name and Save the downloaded file with a.txt extension. 3. Open Excel program and open file. 4. In the text import wizard, select Delimited file. 5. Click Next. 6. Set the Text Qualifier to 'None'. 7. Click Next. 8. Select the Employee ID Column. 9. Change the Column Data format to Text (Repeat this step for any other columns that need specific formatting). 10. Select Finish. 11. Use Sum feature or enter a formula for Budget Proposed fields to add Budget to Change Amount. 12. Enter desired Change Reasons and Amounts by updating the file as necessary 13. Save the file in.txt format 14. When finished making changes and ready to upload file, delete Row 1 (column headings) 15. FTP or copy the.txt file to the data_home directory for Banner (consult with your IT department on this step) Banner Employee Self-Service Salary Planner 8.6 October 2011

129 16. Run the Upload to Salary Planner Process (NBPUPSP) for File Type 'J'ob. 17. Review report and the data online on the Salary Planner Web pages. Note Note that spreadsheets may treat any field with a leading zero as a number and drop the leading zero. This could affect the display of several types of values, and may have more significant impact if any Organization or FOAPAL codes begin with a leading zero. For more details, refer to the topic, Data With a Leading Zero. Data Download to a.csv Spreadsheet File You can download position, job, and the associated labor distribution data corresponding to a budget scenario into a Comma Separated Value file (.csv) to edit and analyze it in accordance to your reporting needs. Position and distribution data can be downloaded by selecting the appropriate download button in the List by Position page of the Salary Planner. Similarly, job and labor distribution data can be downloaded from the List by Employee page. The downloaded data includes the header data followed by the Extract ID - Scenario name and the filter criteria, followed by the contents of the selected scenario. October 2011 Banner Employee Self-Service Salary Planner

130 To Download data into a spreadsheet: 1. Select the appropriate Download button in the List by Position page or the List by Employee page of the Salary Planner. 2. When you select the Download button, a File Download popup window appears. Note If the File Download popup window does not appear after selecting either of the download buttons, the server side settings may need to be set in order to establish the MIME type csv (comma separated value). Please contact your Web Server System Administrator. 3. Choose to either open the file from its current location or save the file. Note that spreadsheets may treat any field with a leading zero as a number and drop the leading zero. This could affect the display of several types of values, and may have more significant impact if any Organization or FOAPAL codes begin with a leading zero. 4. If you choose to save the file, provide the path and filename, to store the data on your computer. The save option is particularly useful in controlling the importing of data to Excel and maintaining the leading zero, if necessary. For details, refer to the following topic, Data With a Leading Zero. Data With a Leading Zero When data in one of the columns has a leading zero, save the file as a.txt file. Then, if you use Microsoft Excel to open the file, the Text Import Wizard appears. Use the Text Import Wizard, as follows: 1. Choose Delimited and then select the Next button 2. Select comma as the Delimiter for your data, set Text Qualifier to None, and then select the Next button 3. Scroll down to the downloaded data. 4. Select the columns that have leading zeros and change the format from General to Text. Other columns will be converted to numbers or text, depending on the column contents. 5. Select Finish. 6. To save your file as a Microsoft Excel file, select Save As on the File menu, and under File Type, select the Microsoft Excel Workbook Banner Employee Self-Service Salary Planner 8.6 October 2011

131 4 Technical Information This chapter documents the database tables and the utility script used by the Salary Planner. changes made to provide Banner support for the Salary Planner. Salary Planner Tables Salary Planner Extract Header Table (NBREHDR) Database Column Null? Datatype NBREHDR_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBREHDR_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBREHDR_FISC_CODE NOT NULL VARCHAR2(4 CHAR) NBREHDR_PTOT_STATUS NOT NULL VARCHAR2(1 CHAR) NBREHDR_JOBS_EFFECTIVE_DATE NOT NULL DATE NBREHDR_LOCK_IND NOT NULL VARCHAR2(1 CHAR) NBREHDR_USER_ID NOT NULL VARCHAR2(30 CHAR) NBREHDR_ACTIVITY_DATE NOT NULL DATE NBREHDR_COAS_CODE NBREHDR_OBUD_CODE NBREHDR_OBPH_CODE VARCHAR2(1 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) NBREHDR_AUTO_UPD_POSN_IND NOT NULL VARCHAR2(1 CHAR) NBREHDR_AUTO_UPD_BUD_DEV_IND NOT NULL VARCHAR2(1 CHAR) NBREHDR_POST_TO_BUD_POOL_IND NOT NULL VARCHAR2(1 CHAR) Extracted Job Labor Distribution Salary Planner Table (NBREJLD) Database Column Null? Datatype NBREJLD_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBREJLD_SCENARIO NOT NULL VARCHAR2(30 CHAR) October 2011 Banner Employee Self-Service Salary Planner Technical Information

132 Database Column Null? Datatype NBREJLD_PIDM NOT NULL NUMBER(8) NBREJLD_POSN NOT NULL VARCHAR2(6 CHAR) NBREJLD_SUFF NOT NULL VARCHAR2(2 CHAR) NBREJLD_EFFECTIVE_DATE NOT NULL DATE NBREJLD_ORGN_CODE_POSN NOT NULL VARCHAR2(6 CHAR) NBREJLD_PERCENT_PROPOSED NOT NULL NUMBER(5,2) NBREJLD_RECORD_STATUS NOT NULL VARCHAR2(1 CHAR) NBREJLD_USER_ID NOT NULL VARCHAR2(30 CHAR) NBREJLD_ACTIVITY_DATE NOT NULL DATE NBREJLD_COAS_CODE NBREJLD_ACCI_CODE NBREJLD_FUND_CODE NBREJLD_ORGN_CODE NBREJLD_ACCT_CODE NBREJLD_PROG_CODE NBREJLD_ACTV_CODE NBREJLD_LOCN_CODE NBREJLD_PROJ_CODE NBREJLD_CTYP_CODE NBREJLD_ACCT_CODE_EXTERNAL NBREJLD_TRANSACTION_NO VARCHAR2(1 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(8 CHAR) VARCHAR2(2 CHAR) VARCHAR2(60 CHAR) NUMBER(15) Extracted Job Detail Salary Planner Table (NBREJOB) Database Column Null? Datatype NBREJOB_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBREJOB_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBREJOB_PIDM NOT NULL NUMBER(8) 4-2 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

133 Database Column Null? Datatype NBREJOB_POSN NOT NULL VARCHAR2(6 CHAR) NBREJOB_SUFF NOT NULL VARCHAR2(2 CHAR) NBREJOB_EFFECTIVE_DATE NOT NULL DATE NBREJOB_EFF_DATE_PROPOSED NOT NULL DATE NBREJOB_PERS_CHG_DATE NOT NULL DATE NBREJOB_ORGN_CODE_POSN NOT NULL VARCHAR2(6 CHAR) NBREJOB_ECLS_CODE_POSN NOT NULL VARCHAR2(2 CHAR) NBREJOB_ECLS_CODE NOT NULL VARCHAR2(2 CHAR) NBREJOB_ANN_SALARY NOT NULL NUMBER(11,2) NBREJOB_ANN_SALARY_PROPOSED NOT NULL NUMBER(11,2) NBREJOB_APPT_PCT NOT NULL NUMBER(5,2) NBREJOB_APPT_PCT_PROPOSED NOT NULL NUMBER(5,2) NBREJOB_HRS_DAY NOT NULL NUMBER(6,2) NBREJOB_HRS_DAY_PROPOSED NOT NULL NUMBER(6,2) NBREJOB_HRS_PAY NOT NULL NUMBER(6,2) NBREJOB_HRS_PAY_PROPOSED NOT NULL NUMBER(6,2) NBREJOB_SGRP_CODE NOT NULL VARCHAR2(6 CHAR) NBREJOB_SGRP_CODE_PROPOSED NOT NULL VARCHAR2(6 CHAR) NBREJOB_BUDGET_FACTOR NOT NULL NUMBER(5,2) NBREJOB_EST_FY_BUDGET NOT NULL NUMBER(11,2) NBREJOB_EXCL_TOTALS_IND NOT NULL VARCHAR2(1 CHAR) NBREJOB_HIDE_IND NOT NULL VARCHAR2(1 CHAR) NBREJOB_EXTRACT_STATUS NOT NULL VARCHAR2(1 CHAR) NBREJOB_RECORD_STATUS NOT NULL VARCHAR2(1 CHAR) NBREJOB_USER_ID NOT NULL VARCHAR2(30 CHAR) NBREJOB_ACTIVITY_DATE NOT NULL DATE NBREJOB_DESC VARCHAR2(30 CHAR) October 2011 Banner Employee Self-Service Salary Planner Technical Information

134 Database Column Null? Datatype NBREJOB_DESC_PROPOSED NBREJOB_REG_RATE NBREJOB_REG_RATE_PROPOSED NBREJOB_FTE NBREJOB_FTE_PROPOSED NBREJOB_SAL_TABLE NBREJOB_SAL_TABLE_PROPOSED NBREJOB_SAL_GRADE NBREJOB_SAL_GRADE_PROPOSED NBREJOB_SAL_STEP NBREJOB_SAL_STEP_PROPOSED NBREJOB_RANK_CODE NBREJOB_COMMENTS NBREJOB_FACTOR NBREJOB_PAYS NBREJOB_EMPR_CODE NBREJOB_ROUNDING_METHOD NBREJOB_TRANSACTION_NO VARCHAR2(30 CHAR) NUMBER(11,6) NUMBER(11,6) NUMBER(6,3) NUMBER(6,3) VARCHAR2(2 CHAR) VARCHAR2(2 CHAR) VARCHAR2(5 CHAR) VARCHAR2(5 CHAR) NUMBER(3) NUMBER(3) VARCHAR2(2 CHAR) VARCHAR2(13 CHAR) NUMBER(4) NUMBER(4) VARCHAR2(4 CHAR) NUMBER(6,2) NUMBER(15) Extracted Position Labor Distribution Salary Planner Table (NBREPLD) Database Column Null? Datatype NBREPLD_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBREPLD_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBREPLD_POSN NOT NULL VARCHAR2(6 CHAR) NBREPLD_ORGN_CODE_POSN NOT NULL VARCHAR2(6 CHAR) NBREPLD_PERCENT_PROPOSED NOT NULL NUMBER(5,2) NBREPLD_RECORD_STATUS NOT NULL VARCHAR2(1 CHAR) 4-4 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

135 Database Column Null? Datatype NBREPLD_USER_ID NOT NULL VARCHAR2(30 CHAR) NBREPLD_ACTIVITY_DATE NOT NULL DATE NBREPLD_BUDGET_PROPOSED NBREPLD_COAS_CODE NBREPLD_ACCI_CODE NBREPLD_FUND_CODE NBREPLD_ORGN_CODE NBREPLD_ACCT_CODE NBREPLD_PROG_CODE NBREPLD_ACTV_CODE NBREPLD_LOCN_CODE NBREPLD_PROJ_CODE NBREPLD_CTYP_CODE NBREPLD_ACCT_CODE_EXTERNAL NUMBER(11,2) VARCHAR2(1 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(8 CHAR) VARCHAR2(2 CHAR) VARCHAR2(60 CHAR) Extracted Position Salary Planner Table (NBREPSA) Database Column Null? Datatype NBREPSA_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBREPSA_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBREPSA_POSN NOT NULL VARCHAR2(6 CHAR) NBREPSA_PTOT_EFFECTIVE_DATE NOT NULL DATE NBREPSA_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NBREPSA_ECLS_CODE_POSN NOT NULL VARCHAR2(2 CHAR) NBREPSA_POSN_TYPE NOT NULL VARCHAR2(1 CHAR) NBREPSA_FTE NOT NULL NUMBER(7,4) NBREPSA_FTE_PROPOSED NOT NULL NUMBER(7,4) NBREPSA_APPT_PCT NOT NULL NUMBER(5,2) October 2011 Banner Employee Self-Service Salary Planner Technical Information

136 Database Column Null? Datatype NBREPSA_APPT_PCT_PROPOSED NOT NULL NUMBER(5,2) NBREPSA_EXCL_TOTALS_IND NOT NULL VARCHAR2(1 CHAR) NBREPSA_HIDE_IND NOT NULL VARCHAR2(1 CHAR) NBREPSA_EXTRACT_STATUS NOT NULL VARCHAR2(1 CHAR) NBREPSA_RECORD_STATUS NOT NULL VARCHAR2(1 CHAR) NBREPSA_USER_ID NOT NULL VARCHAR2(30 CHAR) NBREPSA_ACTIVITY_DATE NOT NULL DATE NBREPSA_BARG_CODE NBREPSA_BUDGET NBREPSA_BUDGET_PROPOSED NBREPSA_CHANGE_PERCENT NBREPSA_CHANGE_AMOUNT NBREPSA_COMMENTS VARCHAR2(2 CHAR) NUMBER(11,2) NUMBER(11,2) NUMBER(11,2) NUMBER(11,2) VARCHAR2(1300 CHAR) Extracted Job Default Hours Salary Planner Table (NBRERRN) Database Column Null? Datatype NBRERRN_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBRERRN_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBRERRN_PIDM NOT NULL NUMBER(8) NBRERRN_POSN NOT NULL VARCHAR2(6 CHAR) NBRERRN_SUFF NOT NULL VARCHAR2(2 CHAR) NBRERRN_EFFECTIVE_DATE NOT NULL DATE NBRERRN_EFF_DATE_PROPOSED NOT NULL DATE NBRERRN_EARN_CODE NOT NULL VARCHAR2(3 CHAR) NBRERRN_ORGN_CODE_POSN NOT NULL VARCHAR2(6 CHAR) NBRERRN_SHIFT NOT NULL VARCHAR2(1 CHAR) NBRERRN_RECORD_STATUS NOT NULL VARCHAR2(1 CHAR) 4-6 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

137 Database Column Null? Datatype NBRERRN_USER_ID NOT NULL VARCHAR2(30 CHAR) NBRERRN_ACTIVITY_DATE NOT NULL DATE NBRERRN_HRS NBRERRN_HRS_PROPOSED NBRERRN_CANCEL_DATE NBRERRN_SPECIAL_RATE NBRERRN_TRANSACTION_NO NUMBER(6,2) NUMBER(6,2) DATE NUMBER(12,6) NUMBER(15) Salary Planner Organization Lock Table (NBRLOCK) Database Column Null? Datatype NBRLOCK_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBRLOCK_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBRLOCK_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NBRLOCK_LOCK_IND NOT NULL VARCHAR2(1 CHAR) NBRLOCK_USER_ID NOT NULL VARCHAR2(30 CHAR) NBRLOCK_ACTIVITY_DATE NOT NULL DATE Salary Planner Salary Change Table (NBRSALC) Database Column Null? Datatype NBRSALC_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBRSALC_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBRSALC_PIDM NOT NULL NUMBER(8) NBRSALC_POSN NOT NULL VARCHAR2(6 CHAR) NBRSALC_SUFF NOT NULL VARCHAR2(2 CHAR) NBRSALC_EFFECTIVE_DATE NOT NULL DATE NBRSALC_JCRE_CODE NOT NULL VARCHAR2(5 CHAR) NBRSALC_USER_ID NOT NULL VARCHAR2(30 CHAR) October 2011 Banner Employee Self-Service Salary Planner Technical Information

138 Database Column Null? Datatype NBRSALC_ACTIVITY_DATE NOT NULL DATE NBRSALC_CHANGE_PERCENT NBRSALC_CHANGE_AMOUNT NUMBER(11,2) NUMBER(15,6) Salary Planner Organization Lock Collector Table (NBRSPLC) Database Column Null? Datatype NBRSPLC_PIDM NOT NULL NUMBER(8) NBRSPLC_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBRSPLC_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBRSPLC_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NBRSPLC_ORGN_LOCK_STATUS NOT NULL VARCHAR2(1 CHAR) NBRSPLC_ORGN_LOCK_TYPE NOT NULL VARCHAR2(1 CHAR) NBRSPLC_ORGN_HIER_STATUS NOT NULL VARCHAR2(1 CHAR) NBRSPLC_ORGN_CHNG_STATUS NOT NULL VARCHAR2(1 CHAR) NBRSPLC_USER_ID NOT NULL VARCHAR2(30 CHAR) NBRSPLC_ACTIVITY_DATE NOT NULL DATE NBRSPLC_ORGN_CODE_PRED NBRSPLC_ORGN_TITLE VARCHAR2(6 CHAR) VARCHAR2(35 CHAR) Salary Planner Extracted Employee Temporary Table (NBTEMPF) Database Column Null? Datatype NBTEMPF_PIDM NOT NULL NUMBER(8) NBTEMPF_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBTEMPF_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBTEMPF_SEQ_NO NOT NULL NUMBER(12) NBTEMPF_EMPLOYEE_PIDM NOT NULL NUMBER(8) NBTEMPF_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) 4-8 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

139 Database Column Null? Datatype NBTEMPF_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTEMPF_ACTIVITY_DATE NOT NULL DATE Salary Planner Filter Parameter Table (NBTFPRM) Database Column Null? Datatype NBTFPRM_PIDM NOT NULL VARCHAR2(8) NBTFPRM_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBTFPRM_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBTFPRM_LABEL NOT NULL VARCHAR2(30 CHAR) NBTFPRM_VALUE NOT NULL VARCHAR2(30 CHAR) NBTFPRM_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTFPRM_ACTIVITY_DATE NOT NULL DATE Salary Planner Upload Jobs Error Temporary Table (NBTJERR) Database Column Null? Datatype NBTJERR_SESSION_ID NOT NULL VARCHAR2(30 CHAR) NBTJERR_PIDM NOT NULL NUMBER(8) NBTJERR_POSN NOT NULL VARCHAR2(6 CHAR) NBTJERR_SUFF NOT NULL VARCHAR2(2 CHAR) NBTJERR_EFFECTIVE_DATE NOT NULL DATE NBTJERR_SEQ_NO NOT NULL NUMBER(6) NBTJERR_MSG_TYPE NOT NULL VARCHAR2(1 CHAR) NBTJERR_ERROR_MSG NOT NULL VARCHAR2(80 CHAR) NBTJERR_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTJERR_ACTIVITY_DATE NOT NULL DATE October 2011 Banner Employee Self-Service Salary Planner Technical Information

140 Salary Planner Employee's Jobs Filter Temporary Table (NBTJOBF) Database Column Null? Datatype NBTJOBF_PIDM NOT NULL NUMBER(8) NBTJOBF_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBTJOBF_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBTJOBF_EMPF_SEQ_NO NOT NULL NUMBER(12) NBTJOBF_SEQ_NO NOT NULL NUMBER(12) NBTJOFB_EMPLOYEE_PIDM NOT NULL NUMBER(8) NBTJOBF_POSN NOT NULL VARCHAR2(6 CHAR) NBTJOBF_SUFF NOT NULL VARCHAR2(2) NBTJOBF_EFFECTIVE_DATE NOT NULL DATE NBTJOBF_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTJOBF_ACTIVITY_DATE NOT NULL DATE Salary Planner Organization Summary Filter Temporary Table (NBTORSF) Database Column Null? Datatype NBTORSF_PIDM NOT NULL NUMBER(8) NBTORSF_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBTORSF_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBTORSF_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NBTORSF_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTORSF_ACTIVITY_DATE NOT NULL DATE Salary Planner Upload Position Error Temporary Table (NBTPERR) Database Column Null? Datatype NBTPERR_SESSION_ID NOT NULL VARCHAR2(30 CHAR) NBTPERR_POSN NOT NULL VARCHAR2(6 CHAR) NBTPERR_SEQ_NO NOT NULL NUMBER(6) 4-10 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

141 Database Column Null? Datatype NBTPERR_MSG_TYPE NOT NULL VARCHAR2(1 CHAR) NBTPERR_ERROR_MSG NOT NULL VARCHAR2(80 CHAR) NBTPERR_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTPERR_ACTIVITY_DATE NOT NULL DATE Salary Planner Position Filter Temporary Table (NBTPOSF) Database Column Null? Datatype NBTPOSF_PIDM NOT NULL NUMBER(8) NBTPOSF_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NBTPOSF_SCENARIO NOT NULL VARCHAR2(30 CHAR) NBTPOSF_SEQ_NO NOT NULL NUMBER(12 CHAR) NBTPOSF_POSN NOT NULL VARCHAR2(6 CHAR) NBTPOSF_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NBTPOSF_PTOT_EFFECTIVE_DATE NOT NULL DATE NBTPOSF_USER_ID NOT NULL VARCHAR2(30 CHAR) NBTPOSF_ACTIVITY_DATE NOT NULL DATE Salary Planner Security Table (NSRSPSC) Database Column Null? Datatype NSRSPSC_USER_CODE NOT NULL VARCHAR2(30 CHAR) NSRSPSC_ORGN_CODE NOT NULL VARCHAR2(6 CHAR) NSRSPSC_ACCESS_IND NOT NULL VARCHAR2(1 CHAR) NSRSPSC_USER_ID NOT NULL VARCHAR2(30 CHAR) NSRSPSC_ACTIVITY_DATE NOT NULL DATE NSRSPSC_COAS_CODE VARCHAR2(1 CHAR) October 2011 Banner Employee Self-Service Salary Planner Technical Information

142 Salary Planner Extract Bargaining Unit Rule Table (NTRSPBU) Database Column Null? Datatype NTRSPBU_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NTRSPBU_BARG_CODE NOT NULL VARCHAR2(2 CHAR) NTRSPBU_USER_ID NOT NULL VARCHAR2(30 CHAR) NTRSPBU_ACTIVITY_DATE NOT NULL DATE Salary Planner Extract Employee Class Rule Table (NTRSPEC) Database Column Null? Datatype NTRSPEC_SPEX_CODE NOT NULL VARCHAR2(2 CHAR) NTRSPEC_ECLS_CODE NOT NULL VARCHAR2(2 CHAR) NTRSPEC_BUDGET_FACTOR NOT NULL NUMBER(5,2) NTRSPEC_JOBS_EFFECTIVE_DATE NOT NULL DATE NTRSPEC_JOBS_PERS_CHG_DATE NOT NULL DATE NTRSPEC_USER_ID NOT NULL VARCHAR2(30 CHAR) NTRSPEC_ACTIVITY_DATE NOT NULL DATE Salary Planner Extract Rule Table (NTRSPEX) Database Column Null? Datatype NTRSPEX_CODE NOT NULL VARCHAR2(12 CHAR) NTRSPEX_DESC NOT NULL VARCHAR2(30 CHAR) NTRSPEX_FISC_CODE NOT NULL VARCHAR2(4 CHAR) NTRSPEX_PTOT_STATUS NOT NULL VARCHAR2(1 CHAR) NTRSPEX_INCL_SEC_JOB_IND NOT NULL VARCHAR2(1 CHAR) NTRSPEX_INCL_OVERLOAD_JOB_IND NOT NULL VARCHAR2(1 CHAR) NTRSPEX_INCL_NO_BARG_IND NOT NULL VARCHAR2(1 CHAR) NTRSPEX_INCL_NO_BPRO_IND NOT NULL VARCHAR2(1 CHAR) NTRSPEX_USER_ID NOT NULL VARCHAR2(30 CHAR) 4-12 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

143 Database Column Null? Datatype NTRSPEX_ACTIVITY_DATE NOT NULL DATE NTRSPEX_COAS_CODE NTRSPEX_OBUD_CODE NTRSPEX_OBPH_CODE VARCHAR2(1 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) Salary Planner Extract Budget Profile Rule Table (NTRSPPR) Database Column Null? Datatype NTRSPPR_SPEX_CODE NOT NULL VARCHAR2(12 CHAR) NTRSPPR_BPRO_CODE NOT NULL VARCHAR2(6 CHAR) NTRSPPR_USER_ID NOT NULL VARCHAR2(30 CHAR) NTRSPPR_ACTIVITY_DATE NOT NULL DATE Budget Profile Validation Table (NTVBPRO) Database Column Null? Datatype NTVBPRO_CODE NOT NULL VARCHAR2(6 CHAR) NTVBPRO_DESC NOT NULL VARCHAR2(30 CHAR) NTVBPRO_USER_ID NOT NULL VARCHAR2(30 CHAR) NTVBPRO_ACTIVITY_DATE NOT NULL DATE Related Banner Tables Position Base Table (NBBPOSN) Database Column Null? Datatype NBBPOSN_BPRO_CODE VARCHAR2(6 CHAR) October 2011 Banner Employee Self-Service Salary Planner Technical Information

144 Position Control Installation Rule Table (NTRINST) Database Column Null? Datatype NTRINST_WEB_ALLOW_ALLJOBS_IND NOT NULL VARCHAR2(1 CHAR) NTRINST_FLAT_AMT_PRORATE_TYPE NOT NULL VARCHAR2(1 CHAR) NTRINST_JOB_INFO_PRORATE_TYPE NOT NULL VARCHAR2(1 CHAR) NTRINST_ACAT_CODE_JOB_SALARY NTRINST_ACAT_CODE_DEFAULT_HRS NTRINST_ACAT_CODE_JOB_LD NTRINST_ACAT_CODE_JOB_COMBINED VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) VARCHAR2(6 CHAR) NTRINST_SP_ORGN_SECURITY_IND NOT NULL VARCHAR2(1 CHAR) Job Change Reason Table (PTRJCRE) Database Column Null? Datatype PTRJCRE_WEB_DISPLAY_PRIORITY NUMBER(2) PTRJCRE_WEB_INCL_TOTALS_IND NOT_NULL VARCHAR2(1 CHAR) User Code Rule Table (PTRUSER) Database Column Null? Datatype PTRUSER_MASTER_SP_ORGN_IND NOT NULL VARCHAR2(1 CHAR) 4-14 Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

145 Utility Script Note This script will not be run as a part of the upgrade. NSPACAT.SQL Run this script to create Approval Types and assign Approval categories. This script has been developed specifically for use in the Salary Planner Upload process (NBPSPUP). Note delivers this utility script to generate seed given format. The order of the Approval Types in the Combined Approval Category must remain unaltered. This script will not be part of the upgrade. Each name can be up to six characters long. These named categories and types will be visible on the Electronic Approval Category Code Validation Form (NTVACAT) and Electronic Approval Types Rules (NTRAPTY). The appropriate blocks and fields for each Approval Type are also set up as a part of this script. Upon successful completion of this script, the Salary Planner Upload Process (NBPSPUP) can be used. This script sets up three approval types for use in the creation of Job EPAFs, namely: Salary Information Default Hours Labor Distributions Four approval categories are also created for Job EPAFs, namely: Salary Information Default Hours Labor Distributions Combined Job Information Each approval category is associated with an Approval Type: Approval Category Salary Default Hrs Labor Dist Combined Approval Type Salary Default Hrs Labor Dist Includes Salary, Default Hours and Labor Distribution October 2011 Banner Employee Self-Service Salary Planner Technical Information

146 The Approval Types have been created in Banner along with the Approval Categories. However, your institution may specify appropriate names as required when running the script. Salary Planner Web Packages The following new packages have been added as a result of this enhancement. NBKBUDG.SQL and NBKBUD1.SQL This package contains common functions and procedures used in the Salary Planner Web pages, Salary Planner Extract process (NBPSPEX), and Salary Planner Upload process (NBPSPUP). With Banner Employee Self-service 8.4 release, this package is modified to include new Salary Planner Extract Header columns, NBREHDR_AUTO_UPD_POSN_IND, NBREHDR_AUTO_UPD_BUD_DEV_IND and NBREHDR_POST_TO_BUD_POOL_IND. NOKEPAF.SQL and NOKEPA1.SQL This package has been created to support EPAF edits and provide logic for EPAF transactions in the Salary Planner. NBTEPSA0.SQL The NBTEPSA0.SQL package contains a new trigger, NT_NBREPSA_UPDATE_NBREPLD for the Salary Planner Extracted Position Table (NBREPSA), to update its Labor Distribution in the NBREPLD table when changes are made to the proposed Position Budgets. NBTEJOB0.SQL The script creates or replaces trigger NT_NBREJOB_UPDATE_NBREPSA which provides for the updating of Salary Planner position Proposed FTE whenever Salary Planner employee Proposed FTE is updated. NBTEPLD0.SQL The script creates or replaces trigger NT_NBREPLD_UPDATE_FBBBLIN which provides for updating the Finance Budget Development information. NBTSALC0.SQL The script creates or replaces trigger NT_NBRSALC_UPDATE_NBREPSA which provides for the updating of Salary Planner position data whenever Salary Planner employee data is updated Banner Employee Self-Service Salary Planner 8.6 October 2011 Technical Information

147 Related Web Packages The following packages have been modified in support of the Salary Planner application. NOKSECR.SQL and NOKSEC1.SQL These security packages have been modified to add a new organization security check for the Salary Planner. NOKFLIB.SQL and NOKFLI1.SQL This security package has been modified to recognize the organization hierarchy in PTVORGN when Banner Finance is not installed. New logic has been added that checks for the preceding and succeeding organization codes, similar to the functionality found in FOMUSORNBKD2S1.SQL The p_build_ptot_select procedure has been modified to include the Budget Profile code and description for the Spreadsheet Budgeting download. NOKP3LB.SQL and NOKP3L1.SQL This package has been modified to include two new procedures, p_include_all_ecls and p_include_all_barg which populate all Employee Classes and Bargaining Units defined on the PTRECLS and PTVBARG forms, into the NTRSPEX form. PSFECLS.SQL This package has been modified to reduce the number of hits to the database by accessing the PTRINST table once. NOKPVAL.SQL This package has been modified to add two new edits to validate the Extract ID and Salary Group code parameters for the Salary Planner extract and upload processes, NBPSPEX and NBPSPUP, respectively. NBKSPPN0.SQL and NBKSPPN1.SQL This package contains common functions and procedures to support Salary Planner/ Budget Development interface. October 2011 Banner Employee Self-Service Salary Planner Technical Information

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