52
MODULE 3: Managing & Querying Employee Information BANNER HR Copyright © 2004 USNH Human Resources Dunlap Center 25 Concord Road Durham, NH 03824 Phone (603) 862-0911

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Page 1: Managing & Querying Employee Information

MODULE 3

Managing amp Querying Employee Information

BANNER HR

Copyright copy 2004

USNH Human Resources Dunlap Center

25 Concord Road Durham NH 03824

Phone (603) 862-0911

2 MODULE 3 Managing amp Querying Employee Information

5122009

Table of Contents Module 3 4 Pre‐requisites 4 Objectives 4

Chapter 1 Working with Identification Records 5 Chapter 1 Objectives 5 Searching for Existing Identification Records 6 Unique Identification Records 6 Task 1A Search for and Existing ID Record by ID 6 Task 1B Search for and Existing ID Record by Name 8 Task 1C Query the Person Search Form (SOAIDEN) 9

No Matching Identification Record Found 11 Chapter 2 Adding Identification Records 12 Chapter 2 Objectives 12 Managing Identification Records 13 Task 2A Adding and ID 13 Task 2B Adding Current Identification Information 14 TABLE 2‐1 Name Data Entry Standards 15

Task 2C Adding Biographic Information 16 Citizenship Detailed Descriptions 18 EthnicRace Detailed Descriptions 20

Address Information 22 Address Types 22 Data Entry Standards 23 International Addresses 25 TABLE 2‐2A Postal Mailing (PM) Address Standards 27

Task 2D Adding Postal Mailing (PM) Address Information 27 TABLE 2‐2B Residence (RA) Address Standards 29

Task 2E Adding Residence (RA) Address Information 29 TABLE 2‐2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address

Standards 30 Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information 30 TABLE 2‐2D Alternate IRS W2 Address (W2) Standards 31

Task 2G Alternate IRS W2 Address (W2) Information 31 TABLE 2‐3 Contact (Local) Mailing (CM ‐ Campus) Address Standards 33

Building Name Data Standards 35 GRANITE STATE COLLEGE 36 KEENE STATE COLLEGE 37 PLYMOUTH STATE UNIVERSITY 38 UNIVERSITY OF NEW HAMPSHIRE 39 UNH at MANCHESTER 41 UNIVERSITY SYSTEM OF NEW HAMPSHIRE 41 UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD 41 Table 2‐4 ZIPPC for Contact (Local) Mailing (CM ‐ Campus) Addresses 42

Task 2H Adding a Contact (Local) Mailing (CM‐Campus) Address 42 Additional Information 42 Task 2J Additional Information (Veteran) 42

3 MODULE 3 Managing amp Querying Employee Information

5122009

Emergency Contact Information 43 Task 2K Reviewing Emergency Contact Information 43

Chapter 3 Commonly Used Information and Forms 44 Chapter 3 Objectives 44 Organization Code Definitions 45 ECLS Chart 46 Commonly Used Forms 48 Common PEAEMPL and NBAJOBS Dates 49

4 MODULE 3 Managing amp Querying Employee Information

5122009

Module 3 Managing amp Querying Employee Information This module reviews how to manage and query a personrsquos information

Pre-requisites This module builds upon the skills and information provided in Module 2 Banner Navigation and

therefore has pre‐requisites which must be met prior to attending class and using this documentation

The pre‐requisites for this module include

Module 2 ‐ Banner Navigation and all its prerequisites

Module 1 ‐ Self‐paced Banner HR System Overview

Objectives

This module is the third module in a series designed to introduce the skills and knowledge needed tohellip

hellipselect the correct identification record

hellipadd an identification record

and

hellipquery employee information

5 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 1 Working with Identification Records

In this chapter the required tasks to be completed when searching for an individualrsquos correct

identification (ID) record will be reviewed in detail The user will be given several opportunities to

practice this skill including searching for their own identification records within the Banner HR database

Chapter 1 Objectives

Upon completion of this chapter the user will be able to

hellipquery the database for an existing identification record for an individual

hellipselect the correct identification record

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 2: Managing & Querying Employee Information

2 MODULE 3 Managing amp Querying Employee Information

5122009

Table of Contents Module 3 4 Pre‐requisites 4 Objectives 4

Chapter 1 Working with Identification Records 5 Chapter 1 Objectives 5 Searching for Existing Identification Records 6 Unique Identification Records 6 Task 1A Search for and Existing ID Record by ID 6 Task 1B Search for and Existing ID Record by Name 8 Task 1C Query the Person Search Form (SOAIDEN) 9

No Matching Identification Record Found 11 Chapter 2 Adding Identification Records 12 Chapter 2 Objectives 12 Managing Identification Records 13 Task 2A Adding and ID 13 Task 2B Adding Current Identification Information 14 TABLE 2‐1 Name Data Entry Standards 15

Task 2C Adding Biographic Information 16 Citizenship Detailed Descriptions 18 EthnicRace Detailed Descriptions 20

Address Information 22 Address Types 22 Data Entry Standards 23 International Addresses 25 TABLE 2‐2A Postal Mailing (PM) Address Standards 27

Task 2D Adding Postal Mailing (PM) Address Information 27 TABLE 2‐2B Residence (RA) Address Standards 29

Task 2E Adding Residence (RA) Address Information 29 TABLE 2‐2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address

Standards 30 Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information 30 TABLE 2‐2D Alternate IRS W2 Address (W2) Standards 31

Task 2G Alternate IRS W2 Address (W2) Information 31 TABLE 2‐3 Contact (Local) Mailing (CM ‐ Campus) Address Standards 33

Building Name Data Standards 35 GRANITE STATE COLLEGE 36 KEENE STATE COLLEGE 37 PLYMOUTH STATE UNIVERSITY 38 UNIVERSITY OF NEW HAMPSHIRE 39 UNH at MANCHESTER 41 UNIVERSITY SYSTEM OF NEW HAMPSHIRE 41 UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD 41 Table 2‐4 ZIPPC for Contact (Local) Mailing (CM ‐ Campus) Addresses 42

Task 2H Adding a Contact (Local) Mailing (CM‐Campus) Address 42 Additional Information 42 Task 2J Additional Information (Veteran) 42

3 MODULE 3 Managing amp Querying Employee Information

5122009

Emergency Contact Information 43 Task 2K Reviewing Emergency Contact Information 43

Chapter 3 Commonly Used Information and Forms 44 Chapter 3 Objectives 44 Organization Code Definitions 45 ECLS Chart 46 Commonly Used Forms 48 Common PEAEMPL and NBAJOBS Dates 49

4 MODULE 3 Managing amp Querying Employee Information

5122009

Module 3 Managing amp Querying Employee Information This module reviews how to manage and query a personrsquos information

Pre-requisites This module builds upon the skills and information provided in Module 2 Banner Navigation and

therefore has pre‐requisites which must be met prior to attending class and using this documentation

The pre‐requisites for this module include

Module 2 ‐ Banner Navigation and all its prerequisites

Module 1 ‐ Self‐paced Banner HR System Overview

Objectives

This module is the third module in a series designed to introduce the skills and knowledge needed tohellip

hellipselect the correct identification record

hellipadd an identification record

and

hellipquery employee information

5 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 1 Working with Identification Records

In this chapter the required tasks to be completed when searching for an individualrsquos correct

identification (ID) record will be reviewed in detail The user will be given several opportunities to

practice this skill including searching for their own identification records within the Banner HR database

Chapter 1 Objectives

Upon completion of this chapter the user will be able to

hellipquery the database for an existing identification record for an individual

hellipselect the correct identification record

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 3: Managing & Querying Employee Information

3 MODULE 3 Managing amp Querying Employee Information

5122009

Emergency Contact Information 43 Task 2K Reviewing Emergency Contact Information 43

Chapter 3 Commonly Used Information and Forms 44 Chapter 3 Objectives 44 Organization Code Definitions 45 ECLS Chart 46 Commonly Used Forms 48 Common PEAEMPL and NBAJOBS Dates 49

4 MODULE 3 Managing amp Querying Employee Information

5122009

Module 3 Managing amp Querying Employee Information This module reviews how to manage and query a personrsquos information

Pre-requisites This module builds upon the skills and information provided in Module 2 Banner Navigation and

therefore has pre‐requisites which must be met prior to attending class and using this documentation

The pre‐requisites for this module include

Module 2 ‐ Banner Navigation and all its prerequisites

Module 1 ‐ Self‐paced Banner HR System Overview

Objectives

This module is the third module in a series designed to introduce the skills and knowledge needed tohellip

hellipselect the correct identification record

hellipadd an identification record

and

hellipquery employee information

5 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 1 Working with Identification Records

In this chapter the required tasks to be completed when searching for an individualrsquos correct

identification (ID) record will be reviewed in detail The user will be given several opportunities to

practice this skill including searching for their own identification records within the Banner HR database

Chapter 1 Objectives

Upon completion of this chapter the user will be able to

hellipquery the database for an existing identification record for an individual

hellipselect the correct identification record

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 4: Managing & Querying Employee Information

4 MODULE 3 Managing amp Querying Employee Information

5122009

Module 3 Managing amp Querying Employee Information This module reviews how to manage and query a personrsquos information

Pre-requisites This module builds upon the skills and information provided in Module 2 Banner Navigation and

therefore has pre‐requisites which must be met prior to attending class and using this documentation

The pre‐requisites for this module include

Module 2 ‐ Banner Navigation and all its prerequisites

Module 1 ‐ Self‐paced Banner HR System Overview

Objectives

This module is the third module in a series designed to introduce the skills and knowledge needed tohellip

hellipselect the correct identification record

hellipadd an identification record

and

hellipquery employee information

5 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 1 Working with Identification Records

In this chapter the required tasks to be completed when searching for an individualrsquos correct

identification (ID) record will be reviewed in detail The user will be given several opportunities to

practice this skill including searching for their own identification records within the Banner HR database

Chapter 1 Objectives

Upon completion of this chapter the user will be able to

hellipquery the database for an existing identification record for an individual

hellipselect the correct identification record

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 5: Managing & Querying Employee Information

5 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 1 Working with Identification Records

In this chapter the required tasks to be completed when searching for an individualrsquos correct

identification (ID) record will be reviewed in detail The user will be given several opportunities to

practice this skill including searching for their own identification records within the Banner HR database

Chapter 1 Objectives

Upon completion of this chapter the user will be able to

hellipquery the database for an existing identification record for an individual

hellipselect the correct identification record

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 6: Managing & Querying Employee Information

6 MODULE 3 Managing amp Querying Employee Information

5122009

Searching for Existing Identification Records

Unique Identification Records A unique identification record is the primary key for most Banner HR data processing Every individual

in the Banner HR system must have a unique identification recordhellip

hellipbefore they can be identified as an employee

and

hellipbefore any employee related activity can take place

The Most Critical Stephellip Selecting the Correct Identification Record

Selecting the correct identification record represents the most critical step when working with Banner HR data Every user of the Banner HR system is a steward of the database and responsible for accurate record management The proper management of identification records within the Banner HR system is a critical element of database integrity

Selecting the Wrong Individualrsquos Record

Selecting the wrong individualrsquos record will result in significant problems for the employee(s) the department(s) the campus HR office(s) and the USNH HR offices affected by this mistake At a minimum this type of mistake will certainly result in benefits and payroll errors

Banner IDrsquos Beginning With

Do Not Use IDs Which Begin With

Banner IDs beginning with are for applicant tracking only No other HR activity should be associated with these records

Validate the Individualrsquos Information

It is critical to validate as much information about the person as is possible before assuming you have the correct identification record or assuming that no identification record exists Previous entries for an individual may have included a typo in their SSN

Task 1A Search for and Existing ID Record by ID

TASK 1A Search for an Existing ID Record by ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 7: Managing & Querying Employee Information

7 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 In the ID field TYPE the personrsquos SSN (no dashes) OR TYPE part of the SSN followed by then PRESS ENTER [eg 999999]

STEP 4 REVIEW Results

If a match existshellip The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches

If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches

If more than one match existshellip

ID and Name Extended Search is displayed

To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info

To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 8: Managing & Querying Employee Information

8 MODULE 3 Managing amp Querying Employee Information

5122009

To exit without selecting a record CLICK the X in upper right

If No match existshellip ID number does not exist press NEXT BLOCK to

add ID information should be displayed

VERIFY SSN entered re‐enter if necessary

DO NOT ADD ID INFORMATION GO TO TASK 1B Search for an Existing ID Record by Name

Task 1B Search for and Existing ID Record by Name

TASK 1B Search for an Existing ID Record by Name STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form PPAIDEN

STEP 3 FORMULATE QUERY TEXT to type in name field Name field is to the right of the ID field and is in

the format

last namefirst name Example query text used to search for an

individual named Robert Twilliams includes

twilli

twilliamsro

twilliamsrobin

STEP 4 TYPE QUERY TEXT in name field STEP 5 PRESS ENTER STEP 6 REVIEW Results If a match existshellip

The individualrsquos name is displayed

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all information matches If a match existshellip BUThellip

hellipthe ID does not match WARNING Pervious ID replaced with current ID

should be displayed on the auto‐hint line

Use NEXT BLOCK Options gt Alternate NamesIDrsquos

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 9: Managing & Querying Employee Information

9 MODULE 3 Managing amp Querying Employee Information

5122009

to VALIDATE nameSSN

Use this record only if all info matches hellipthe name does not match Use NEXT BLOCK Options gt Alternate NamesIDrsquos to VALIDATE nameSSN

Use this record only if all info matches If more than one match existshellip

ID and Name Extended Search is displayed To view results

CLICK the listrsquos drop-down arrow Multi‐lines reflect IDname changes and the

top line is the most current info To select a record

CLICK the individualrsquos name This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches To reduce results to individuals

SELECT Person The number of records matching the query

is in upper right corner

To further reduce results ADD values to the fields CLICK Search

To exit without selecting a record

CLICK the X in upper right If No match existshellip WARNING ID number does not exist press

NEXT BLOCK to add ID should be displayed

DO NOT ADD ID INFORMATION GO TO TASK 1C Query the Person Search Form [SOAIDEN]

Task 1C Query the Person Search Form (SOAIDEN)

TASK 1C Query the Person Search Form [SOAIDEN] STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 10: Managing & Querying Employee Information

10 MODULE 3 Managing amp Querying Employee Information

5122009

SSN is a copy of their social security card

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 CLICK ID field search button (Down pointing triangle)

STEP 4 CLICK Person Search SOAIDEN STEP 5 TYPE all or part of the personrsquos ID number last name andor first name

Use and _ wildcards as needed

STEP 6 CHOOSE No Case-sensitive Query Bottom left corner of form STEP 7 Query gt Execute

STEP 8 REVIEW Results To select a likely match DOUBLE-CLICK the record This will return you to PPAIDEN

Use NEXT BLOCK to VALIDATE nameSSN

Use this record only if all info matches

If No match exists OR to exit without selecting a record

CLICK Exit in upper right DO NOT ADD ID INFORMATION

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 11: Managing & Querying Employee Information

11 MODULE 3 Managing amp Querying Employee Information

5122009

No Matching Identification Record Found If no matching identification record is found after completing Tasks 1 2 amp 3 above then the assumption

may be made that the individual has never been employed by USNH

If you do not have a Banner HR account which allows you to add identification recordshellip

hellipcontact your Human Resources representative for assistance with adding an identification

record for the person

If you have a Banner HR account which allows you to add identification recordshellip

hellipproceed to Chapter 2 Adding Identification Records

Test Your Knowledge and Skills

Locate the requested information for the following individual John Smith

DOB August 21 1965

What is Johnrsquos Middle Name _______________________

What is Johnrsquos ID ____________________________

What is Johnrsquos phone at his physical address ________________________

Does John have an alternate name or ID ____________________________

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 12: Managing & Querying Employee Information

12 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 2 Adding Identification Records

In this chapter we will review how to properly add an identification record for an individual only after

determining that no record exists by completing the tasks outlined in Chapter 1

The opportunity to practice this skill will occur when the user will be required to add an identification

record for a fictional person This added record will be used to complete the knowledge and skills

assessments throughout the remaining Modules and Chapters

Chapter 2 Objectives

Upon completion of this chapter the user will be able to

add a new individualrsquoshellip

hellipcurrent identification information

hellipbiographic information

hellipcampus and postal mailing address information and other types of addresses

hellipadditional information andor emergency contact information if appropriate

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 13: Managing & Querying Employee Information

13 MODULE 3 Managing amp Querying Employee Information

5122009

Managing Identification Records

A unique identification record is the primary key for most Banner HR data processing

The creation of multiple ID records for a single individual must be avoided

Never assume that an individual does not have an existing identification record

Individuals seeking employment may have previously worked at one of the USNH campuses in a

student hourly work‐study position Part‐TimeFull‐Time TempCasual hourly or Part‐TimeFull‐Time

TempCasual salary position

Working with Banner IDs [SSNs]

Take care when entering the Banner ID [SSN] Use the individualrsquos social security card as source documentation whenever possible

Remember no validation occurs when entering SSNrsquos to confirm the number has been entered correctly

Alternate ID Requests

If the person requests an Alternate ID be used as their Banner ID number contact USNH Human Resources

Office for assistance

Do not use the Generate ID function

Final Reminder Before Adding an Identification Record

Before adding an identification record for an individual complete Module 2 Chapter 1 Tasks 1 2 amp 3 to

search for any existing identification records

Task 2A Adding and ID

TASK 2A Adding an ID STEP 1 GATHER INFORMATION 1) Social Security Number [SSN]

Most Banner IDs are equal to the personrsquos SSN

The best source documentation for a personrsquos

SSN is a copy of their social security card

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 14: Managing & Querying Employee Information

14 MODULE 3 Managing amp Querying Employee Information

5122009

2) Last Name

3) First Name

4) Date of Birth

STEP 2 ACCESS the identification form [PPAIDEN]

STEP 3 TYPE the personrsquos SSN in the ID field ldquoWARNING ID number does not exist press NEXT

BLOCK to add ID informationrdquo should be displayed

STEP 4 CLICK OK to close dialog box STEP 5 NEXT BLOCK

Task 2B Adding Current Identification Information

TASK 2B Adding Current Identification Information STEP 1 TAB to Last Name and TYPE the personrsquos last name

Refer to Table 2-1 Name Data Entry Standards

STEP 2 TAB to First Name and TYPE the personrsquos first name

STEP 3 TAB to Middle Name and TYPE the personrsquos middle name or initial

As needed

STEP 4 TAB to Suffix and TYPE the personrsquos suffix

As needed

STEP 5 TAB to Pref First Name and TYPE the personrsquos preferred first name

As needed

STEP 6 SAVE

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 15: Managing & Querying Employee Information

15 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-1 Name Data Entry Standards

Field Data Entry Standards Example is an example of valid coding is an example of bad coding

All Name Fields MUST CONTAIN upper and lower-case letters as appropriate

Sarah Stone sarah stone SARAH STONE

MacKay Mackay

Last Name MUST NOT exceed 30 characters

MUST BEGIN with an upper case letter and utilize appropriate punctuation Failure to comply will segregate query results

DrsquoAngelo drsquoAngelo

MUST NOT CONTAIN spaces in prefixed last names EXCEPT for names beginning with St

St Germain StGermain

DelGrosso Del Grosso

MUST CONTAIN a hyphen only (no spaces) for hyphenated last names

Riecks-Kurshinsky Riecks - Kurshinsky

MUST NOT CONTAIN a SUFFIX Smith Smith Jr

First Name MUST NOT exceed 15 characters

MUST CONTAIN complete first name or initial with appropriate punctuation

Barbara B B

MUST CONTAIN complete double first name with spaces or hyphens as indicated by the employee

Mary-Jo MaryJane

Mary Ellen

MUST NOT BE USED to capture a preferred name

Robin for Michael R Collins

Middle Name MUST COMPLY with standards for first names

MUST NOT CONTAIN punctuation with an initial

M M

Suffixes

MUST NOT CONTAIN punctuation Failure to comply may segregate or provide incomplete query results MUST NOT BE USED for associating degree credentials

Jr Sr III PhD

EdD Esq JD

Pref First Name MUST BE USED to capture a preferred name Robin for Michael R Collins

NOTE If a person has only one name (ie Odetta Smita Mr Monroe) then the name is entered

in the last name field If there is no first name enter a period (ldquordquo) in the first name field

Banner requires a first name to be entered Entering a period when there is no first name

satisfies the form requirement and enters a value that is not highly noticeable when

printing or viewing

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 16: Managing & Querying Employee Information

16 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information

TASK 2C Adding Biographic Information STEP 1 Options gt Biographic Information STEP 2 TYPE Date of Birth Format dd-mon-yyyy STEP 3 TAB to Gender and SELECT male or female Do not select ldquoNot Availablerdquo STEP 4 TAB to Citizenship and TYPE a value For detailed description see next few pages

01 = US Citizen 02 = Foreign Citizen 03 = Permanent Resident 04 = Dual USForeign 05 = Refugee 06 = Political Asylum 09 = Other 12 = Foreign Citizen ndash Nonresident Tax 22 = Foreign Citizen ndash Resident Tax Never assigned by users These values are only assigned by Windstar

STEP 5 TAB to Ethnicity and TYPE a value 1= American IndianAlaskan Native 2 = Black-nonhispanic 3 = Asian-Pacific Islander 4 = Hispanic 5 = White-nonhispanic At this timehellip this field is required to accommodate the current IPEDS reporting structure Refused or Unknown If ethnicityrace information is refused or unknown Ethnicity = 0 Unknown ndash Refused

STEP 6 TAB to New Ethnicity and SELECT a value

For detailed description see next page Not Hispanic or Latino Hispanic or Latino None [Used only when waiting to receive

information Do not use if ethnicityrace information is refused or unknown]

To hire the personhellip you must select lsquoNot Hispanic or Latinorsquo or lsquoHispanic or Latinorsquo Refused or Unknown If ethnicityrace information is refused or unknown New Ethnicity = lsquoNot Hispanic or Latinorsquo and Race Code = 999 Refused or Unknown

STEP 7 NEXT BLOCK At this timehellip the lsquoEthnicity and Race Confirmedrsquo and lsquoConfirmed Datersquo fields will not be used

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 17: Managing & Querying Employee Information

17 MODULE 3 Managing amp Querying Employee Information

5122009

Task 2C Adding Biographic Information (Cont)

STEP 8 In the Race Code field TYPE a value For detailed description see next page 1= American Indian or Alaskan Native 2 = Asian 3 = Black or African American 4 = Native Hawaiian or Other Pacific Islander 5 = White Refused or Unknown If ethnicityrace information is refused or unknown Race Code = 999 Refused or Unknown and New Ethnicity = lsquoNot Hispanic or Latinorsquo

STEP 9 SAVE

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 18: Managing & Querying Employee Information

18 MODULE 3 Managing amp Querying Employee Information

5122009

Citizenship Detailed Descriptions

Citizenship 01 ndash US Citizen - A citizen of the United States is a native-born foreign-born or naturalized person who owes allegiance to the United States and who is entitled to its protection In addition to the naturalization process the United States recognizes the US citizenship of individuals according to two fundamental principles jus soli or right of birthplace and jus sanguinis or right of blood 02 ndash Foreign Citizen - Individuals who have a non-immigrant visa which permits them to be employed andor compensated by a US employer However in almost every case employment and compensation are restricted to an identified sponsoring employer or organization for a fixed period of time within a specific capacity 03 ndash Permanent Resident - Any person not a citizen of the United States who is residing in the US under legally recognized and lawfully recorded permanent residence as an immigrant Also known as Permanent Resident Alien Lawful Permanent Resident Resident Alien Permit Holder and Green Card Holder 04 ndash Dual USForeign - Individuals who hold both US and Foreign citizenship 05 ndash Refugee - (A) any person who is outside any country of such persons nationality or in the case of a person having no nationality is outside any country in which such person last habitually resided and who is unable or unwilling to return to and is unable or unwilling to avail himself or herself of the protection of that country because of persecution or a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion or (B) in such circumstances as the President after appropriate consultation (as defined in section 207(e) of this Act) may specify any person who is within the country of such persons nationality or in the case of a person having no nationality within the country in which such person is habitually residing and who is persecuted or who has a well-founded fear of persecution on account of race religion nationality membership in a particular social group or political opinion The term refugee does not include any person who ordered incited assisted or otherwise participated in the persecution of any person on account of race religion nationality membership in a particular social group or political opinion For purposes of determinations under this Act a person who has been forced to abort a pregnancy or to undergo involuntary sterilization or who has been persecuted for failure or refusal to undergo such a procedure or for other resistance to a coercive population control program shall be deemed to have been persecuted on account of political opinion and a person who has a well founded fear that he or she will be forced to undergo such a procedure or subject to persecution for such failure refusal or resistance shall be deemed to have a well founded fear of persecution on account of political opinion 06 ndash Political Asylum - Asylee - An alien in the United States or at a port of entry who is found to be unable or unwilling to return to his or her country of nationality or to seek the protection of that country because of persecution or a well-founded fear of persecution Persecution or the fear thereof must be based on the alienrsquos race religion nationality membership in a particular social group or political opinion For persons with no nationality the country of nationality is considered to be the country in which the alien last habitually resided Asylees are eligible to adjust to lawful permanent resident status after one year of continuous presence in the United States These immigrants are limited to 10000 adjustments per fiscal year 09 ndash Other - this code is only used for our non-paid individuals who we do not require an I-9 form be completed

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 19: Managing & Querying Employee Information

19 MODULE 3 Managing amp Querying Employee Information

5122009

12 ndash Foreign Citizen ndash Nonresident Tax ndashUSNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo12 - Foreign Citizen - Nonresident Taxrdquo status is applicable when an individual is treated as a non-resident for FICA tax purposes 22 ndash Foreign Citizen ndash Resident Tax - USNH is using the Windstar Technology Inc Tax Navigator software application to provide tax compliance for foreign citizens employed at USNH Upon initial hire an employeersquos citizen code is entered as ldquo02 ndash Foreign Citizenrdquo these records are fed to the Tax Navigator application where the visa type and visa history are analyzed A new citizen code is generated and fed back to Banner ldquo22 - Foreign Citizen ndash Resident Taxrdquo status is applicable when an individual is treated as a US resident for FICA tax purposes therefore applicable to all taxes as if a US citizen

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 20: Managing & Querying Employee Information

20 MODULE 3 Managing amp Querying Employee Information

5122009

EthnicRace Detailed Descriptions Ethnic background Hispanic or Latino ndash A person of Cuba Mexican Puerto Rican South or Central American or other Spanish culture or origin regardless of race Non-Hispanic or Latino - A person who does not meet the criteria listed above Race American Indian or Alaskan Native ndash A person having origins in any of the original peoples of North and South America and who maintains tribal affiliation or community attachment Asian ndash A person having origins in any of the original peoples of the Far East Southeast Asia or the Indian subcontinent including Cambodia China India Japan Korea Malaysia Pakistan the Philippine Islands Thailand and Vietnam Black or African American ndash A person having origins in any of the black racial groups of Africa Native Hawaiian or Other Pacific Islander ndash A person having origins in any of the original peoples of Hawaii Guam Samoa or other Pacific Islands White ndash A person having origins in any of the original peoples of Europe North Africa or the Middle East

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 21: Managing & Querying Employee Information

21 MODULE 3 Managing amp Querying Employee Information

5122009

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of moduleschapters you must

complete the Test Your Knowledge and Skills sections to add an identification record

Add an identification record for Chris using the information provided below

(Add Current Identification amp Biographic Information only)

ID 99‐999‐9(last 3 digits of your SSN)

Name Dr Chris P (your last name) PhD

DOB January 1 1975

Ethnicity 0

Gender (your gender)

Citizenship 01

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 22: Managing & Querying Employee Information

22 MODULE 3 Managing amp Querying Employee Information

5122009

Address Information Address Types

There are five types of addresses used in the HR system They are as follows PM = Postal Mailing Address

Must be the individualʹs Postal mailing address

Only one PM address should be entered per individual

Must be entered as a valid Postal Address

The PM address of individuals with a Citizenship Code of 02 12 or 22 must always be a US

Postal Address

RA = Residence Address

Used for residence address when different from PM address

PO Boxes should never be entered for this address type

This address should never be a campus address

CK = Alternate Preferred Mailing Address for Check and Direct Deposit Notices

Used for mailing check or direct deposit notices if different from the PM address

or the CM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

W2 = Alternate IRS W2 Address

Used for mailing tax information if different from the PM address

Use PM address data entry standards when coding

Must be entered as a valid Postal Address

FR = Foreign Address

Individualrsquos foreign mailing address

Only one FR address should be entered for an individual

Individuals with a Citizenship Code of 02 12 or 22 must always have an FR address coded

(See International Address for instructions on how to code a foreign address) CM = Campus Mailing Address [Contact (Local) Mailing Address]

Individualʹs campus address

Only one CM address should be entered per individual

The CM address is the preferred address to be used for the delivery of direct deposit

notices and pay checks

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 23: Managing & Querying Employee Information

23 MODULE 3 Managing amp Querying Employee Information

5122009

Data Entry Standards

Rigid data entry standards [Tables 2‐2A 2‐2B 2‐2C 2‐2D] must be followed when entering data in

address information fields No punctuation should be used in address fields

Required Addresses

USNH requires two addresses [Postal Mailing and Campus] to establish an individual as an employee

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Changing Addresses

When changing an address access the current address record and enter the new values over the existing

values Do Not remove the current address or add a new address record Processes have been rewritten

that require addresses as sequence 01

Postal Mailing Address vs Residence Addresses

If the employee provides both a postal mailing address and a residence address and the postal mailing

address contains a PO Box and the addresses are

o In the same zip code

o The residence address can be coded within the mailing address Use the PM address

type with the PO Box in the last address line

o Example

Address Type PM

Address 15 Fairfield Drive

PO Box 444

City Durham

State NH

Zip 03824

o Not in the same zip code

o The residence address should be coded as a separate address Use the RA address

type

o The postal mailing address should be coded using the PM address type

o Example

Address Type PM

Address PO Box 444

City Durham

State NH

Zip 03824

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 24: Managing & Querying Employee Information

24 MODULE 3 Managing amp Querying Employee Information

5122009

Address Type RA

Address 101 State Street

City Newmarket

State NH

Zip 03498

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 25: Managing & Querying Employee Information

25 MODULE 3 Managing amp Querying Employee Information

5122009

International Addresses

International addresses can be used in any of the address types with the exception of the Campus

Address (CM)

However International Addresses for individuals with a Citizenship Code of 02 12 or 22 must always be

entered as FR ndash Foreign Address

Canadian Addresses

Canadian addresses are coded very much like US addresses

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses

City name is entered in the City field

The province or territory is entered in the StateProvince field using the two‐letter abbreviation from the

state lookup table

The Canadian postal code is entered in the ZIPPC field The format is always a letter‐number

combination of AXA XAX The space after the third character is always included

The Nation code of CA is entered in the Nation field so that the word Canada is printed at the bottom of

the address

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) 150 Rue Nepean 150 Rue Nepean

City Ottawa Ottawa Ontario K2P 0B6

StateProvince ON Canada

ZIPPC K2P 0B6

Nation CA

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 26: Managing & Querying Employee Information

26 MODULE 3 Managing amp Querying Employee Information

5122009

Other International Addresses Each foreign country has its own unique formatting rules

Street address information is entered in the Address field lines using the same rules as described for the

regular PM addresses A slash can be added between information when combining two short lines of an

address together into a single input line

City information along with any local postal code information is entered in the City field The postal

code is entered either before or after the name of the city depending on the preferred format for the

country For some countries an additional letter code needs to be added to the postal code numbers A

good reference for the format of international addresses by country is

httpwwwbitboostcomrefinternational‐address‐formatshtmlFormatstarget=ʺ_blankʺ The StateProvince and ZIPPC fields should be left blank for international addresses with the exception

of Canada

The Nation code of the country must be entered into the Nation field so that the countryrsquos name is

printed at the bottom of the address Nation codes can be found in the lookup table in Banner

Example

Code Results

First Name John

Last Name Dupont John Dupont

Address (line 1) Weihburggasse 26 Weihburggasse 26

City A‐1010 Vienna A‐1010 Vienna Wolfburg

StateProvince Wolfburg Austria

ZIPPC

Nation AU

If the phone number you are entering associated with the PM Address type is an International Phone

Number code the number with the PM Address and also code the number in the International Access

Code field located on the Additional Phone Information page which is accessed via Options on

PPAIDEN

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 27: Managing & Querying Employee Information

27 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2A Postal Mailing (PM) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 MUST REFLECT the personrsquos Postal Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

Highway

Lane

Place

Plaza

Route

Square

Street

Terrace

Turnpike

MUST USE abbreviations without punctuation for directions

NW

SW

N

S

NE

SE

E

W

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2D Adding Postal Mailing (PM) Address Information

TASK 2D Adding Postal Mailing (PM) Address Information STEP 1 Options gt Address Information Refer to Table 2-2A Postal Mailing (PM) Address

Standards STEP 2 TYPE PM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of PM address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of PM address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of PM address

STEP 6 TAB to ZIPPC and TYPE zip

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 28: Managing & Querying Employee Information

28 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 29: Managing & Querying Employee Information

29 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-2B Residence (RA) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Only coded if RA zip code is different than the PM

MUST REFLECT the personrsquos Residence address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MUST CONTAINhellip street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

MUST NOT CONTAIN PO BOX addresses

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2E Adding Residence (RA) Address Information

TASK 2E Adding Residence (RA) Address Information STEP 1 Options gt Address Information Refer to Table 2-2B Residence (RA) Address

Standards STEP 2 TYPE RA in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of RA address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of RA address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of RA address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 30: Managing & Querying Employee Information

30 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2C Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Address Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Code only if the CK address is different than the PM and CM addresses

MUST REFLECT a valid postal mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2F Alternate Preferrec Mailing Address for Check and Direct Deposit (CK) Information

TASK 2F Alternate Preferred Mailing Address for Check and Direct Deposit (CK) Information STEP 1 Options gt Address Information Refer to Table 2-2C Alternate Preferred Mailing

Address for Check and Direct Deposit (CK) Address STEP 2 TYPE CK in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CK address

Do not override the From and To dates

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CK address

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 31: Managing & Querying Employee Information

31 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of CK address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

TABLE 2-2D Alternate IRS W2 Address (W2) Standards

Field Data Entry Standards Example

Address Lines 1 2 3 Coded only if the W2 address is different than the PM address

MUST REFLECT the personrsquos W2 Mailing address

MUST USE ldquoNordquohellip to designate a number

If for Apt RFD etc ldquoNordquo is not necessary

No 5

Apt 5

MUST NEVER CONTAIN (the pound sign)hellip Failure to comply may cause data andor reporting errors

5

MAY CONTAINhellip PO Box addresses or street addresses in street lines abbreviating only if necessary

MUST HAVEhellip the following words spelled out if space is

available in the field

Avenue

Boulevard

Circle

Court

Drive

East

Highway

Lane

North

Place

Plaza

Route

South

Street

Turnpike

West

MUST USE abbreviations without punctuation for directions NW

SW

NE

SE

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAINhellip appropriate ZIPPC Code

Nation MUST CONTAINhellip the nation code for all foreign countries including Canada

Task 2G Alternate IRS W2 Address (W2) Information

TASK 2G Alternate IRS W2 Address (W2) Information STEP 1 Options gt Address Information Refer to Table 2-2D Alternate IRS W2 Address (W2)

Standards STEP 2 TYPE W2 in Type

STEP 3 TAB to Address (Line 1) and Do not override the From and To dates

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 32: Managing & Querying Employee Information

32 MODULE 3 Managing amp Querying Employee Information

5122009

TYPE 1st line of W2 address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of W2 address

STEP 5 TAB to Address (Line 3) and TYPE 3rd line of W2 address

STEP 6 TAB to ZIPPC and TYPE zip STEP 7 To select a Nation other than US DOUBLE CLICK in field

Skip if Nation = United States

STEP 8 TYPE Phone Number STEP 9 TYPE PM in Type STEP 10 SAVE

Test Your Knowledge and Skills

To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a PM address for your person Chris Add a PM address (only) for Chris using the information provided below

25 Concord Road

PO Box 590

Durham NH 03825

HOME 603‐962‐9003

CELL 603‐534‐9999

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 33: Managing & Querying Employee Information

33 MODULE 3 Managing amp Querying Employee Information

5122009

TABLE 2-3 Contact (Local) Mailing (CM - Campus) Address Standards (preferred address for direct deposit notices and pay checks)

Note For GSC coding instructions refer to Granite State College p 33

Field Data Entry Standards Example

Address Line 1 (Code Department)

MUST CONTAIN department name for primary job with the following exception For students using campus delivery The delivery data is supplied via a feed from the campus student systems if the following text string is coded in Address Line 1 PSU students must be ldquoStudent Distributionrdquo UNH students must be ldquo Student Postal Centerrdquo If the student prefers to have their check delivered to the

department please follow the normal data entry conventions

and put the department name on Line 1 of the CM address It

will be the departmentrsquos responsibility to change this

convention when a studentrsquos employment with that department

ends

If a student has no UNH Student Postal address and an alternate

address isnrsquot supplied and the check distribution organization

found on the PEAEMPL form is not changed the check will be

delivered to USNH Payroll and be held for pickup

CIS Training Center

Address Line 2 (Code Building)

MUST FOLLOW the format Building NameltspacegtRmltspacegtNumber - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REVIEW Building Name Data Standards and the appropriate list of campus building For PSU students with ldquoStudent Distributionrdquo coded on Address line 1 code Address Line 2 with ldquoHartman Unionrdquo Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

Conant Hall Rm 123 - - - - - - - - - - - - - - - - - - 958 John Stark

Address Line 3

Coded for student mail stops boxes bins suites apt numbers

etc as defined by the campuses Leave blank for PSU students with ldquoStudent Distributionrdquo coded on Address line 1 Data to be supplied by a feed Leave blank for UNH students with ldquoStudent Postal Centerrdquo coded on Address line 1 Data to be supplied by a feed

MSC 24 M-2604 1324

City Leave blank data will default based on ZIPPC entered

StateProvince Leave blank data will default based on ZIPPC entered

ZIPPC MUST CONTAIN See Table 2-4

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 34: Managing & Querying Employee Information

34 MODULE 3 Managing amp Querying Employee Information

5122009

a valid Campus ZIPPC Code as defined by USNH

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 35: Managing & Querying Employee Information

35 MODULE 3 Managing amp Querying Employee Information

5122009

Building Name Data Standards

A critical data entry standard exists for building names used for CM (campus mailing) address types Banner data integrity can be maintained if and only if building names are consistently and accurately entered for each and every CM address

Building names are entered on Address (Line 2) of the CM address type Users are restricted to a

maximum of 22 characters for building names to allow for inclusion of room information as follows

Building NameltspacegtRmltspacegtNumber

Loss of Data Integrity

When an incorrect building name is entered mail falls out of the sort and requires manual handling by

the Campus Mail Services For example the correct spelling for the administration building at UNH is

ldquoThompson Hallrdquo and not ldquoT‐Hallrdquo or ldquoTHallrdquo or ldquoThomHallrdquo or ldquoThom Hallrdquo When these alternate

names are used mail is sorted into different groupings potentially causing delivery problems

To avoid problems arising from inconsistent building names the following lists contain the official

spelling of campus building names for use on Address (Line 2) of the CM address type

Only active building names should be used

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 36: Managing & Querying Employee Information

36 MODULE 3 Managing amp Querying Employee Information

5122009

GRANITE STATE COLLEGE Street addresses and not building names are used for GSC addresses

Active Building Names

In the list below the GSC Office is provided for easy reference The CM address type entry for GSC

should only include the address as specified in the ldquoUNH Mail Service Deliveryrdquo column and should

not include the specific GSC Office

Address Line 1 -To Deliver Mail to This Office

Code Address Line 2 ndash UNH Mail Service Delivery

Zip

GSC Concord 8 Old Suncook Road GSC‐CONC

GSC Portsmouth 51 International Drive GSC‐PORT

Address Line 1 Address Line 2 ndash US Mail Delivery

Line 3 City State Zip

GSC EampTP Dolloff Building 117 Pleasant St Concord NH 03301

GSC Rochester Merchantrsquos Plaza 1 Old Dover Rd Rochester NH 03867

GSC Conway 53 Technology Lane Conway NH 03818

GSC Littleton 646 Union St Littleton NH 03561

GSC Berlin 2020 Riverside Drive Berlin NH 03570

GSC Manchester 175 Ammon Drive Unit 210 Manchester NH 03103

GSC Claremont 27 Pleasant St Claremont NH 03743

GSC Lebanon 325 Mt Support Road Lebanon NH 03766

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 37: Managing & Querying Employee Information

37 MODULE 3 Managing amp Querying Employee Information

5122009

KEENE STATE COLLEGE

Active Building Names 8‐10 Madison Carroll House Owlʹs Nest

48 Butler Court Cheshire House Parker Hall

61 Butler Court Dining Commons Pondside Hall

81 Blake St EH Inst Network Presidentʹs Hse

83‐85 Blake St Elliot Hall Proctor House

88 Winchester Fiske Hall Randall Hall

115 Winchester Grafton Hall Rhodes Hall

118 Winchester Hale Admin Science Center

Adams Tech Bldg Holloway Hall Spaulding Gym

Art Center Huntress Hall Student Union

Blake House Joslin House Thorne Art Gallery

Bookstore Mason Library Tisdale Apts

Bushnell Apts Media Arts Center Wheelock Sch

Butterfield Hal Monadnock Hall Whitcomb Bldg

Carle Hall Morrison Hall

Obsolete Building Names (Do not use)

109 Blake St Coos House Kennedy House

1517 Madison Hs Doyle House Page Court House

Bass House Duffy House Rockingham House

Belknap House Hillsboro House Strafford House

Computer Center

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 38: Managing & Querying Employee Information

38 MODULE 3 Managing amp Querying Employee Information

5122009

PLYMOUTH STATE UNIVERSITY

Student Postal Delivery

At PSU all student mail is sent to the studentrsquos HUB Suite Box NOT to their dormitory A weekly feed

updates the student postal mail address in Banner HR This feed overwrites existing campus addresses

when the first address line contains the text ldquoStudent Distributionrdquo This text is an indicator that the

campus supplied address from the student system should be used for HR campus mail delivery

Active Building Names

23 Avery Street DampM Building Mary Lyon Hall

25 Highland Avenue Ecohouse Mary Taylor House

83 Langdon Street Ellen Reed House Memorial Building

131 Main Street Facilities Services PE Center

Bagley House Frost House Pemi Hall

Belknap Hall Grafton Hall Rounds Hall

Bulk Mail Center Hartman Union Building Russell House

Blair Hall Holmes House Silver Center

Boyd Science Center Hyde Hall Smith Hall

Centre Lodge Lamson Library Speare Admin Building

Child Dev amp Family Ctr Langdon Woods University Computer Store

CounselingHuman Rel Mary Lyon University Police

Obsolete Building Names (Do not use) Health Services

ITS Repair Shop

Kelley House

Pep House

Hogan House

Infirmary

Purchasing Dept

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 39: Managing & Querying Employee Information

39 MODULE 3 Managing amp Querying Employee Information

5122009

UNIVERSITY OF NEW HAMPSHIRE NOTE regarding student postal delivery At UNH all student mail is sent to the studentrsquos UNH campus mailing address (Memorial Union

Babcock House Woodside The Gables) and NOT to their dormitory A weekly feed updates the

studentrsquos campus address and this feed overwrites any existing campus address when the first address

line contains the text ldquoStudent Postal Centerrdquo indicating that the campus supplied address from the

student system should be used for HR campus mail delivery

If a student requests that their check be mailed to their primary hiring department instead of their

studentrsquos UNH campus delivery address please follow the CM coding conventions (see Page 26 of

The Module 3 Training Documentation for detailed explanation)

NOTE regarding addresses as building names Until buildings are dedicated (ie named) street addresses are used as the official building name These

addresses should be used for PPAIDEN entry

Building Names with Street Names Examples of departments in these buildings

1 Leavitt Lane Computing amp Information Servs

2 Leavitt Lane Human Resources

13 Leavitt Lane Small Projects Dept

10 West Edge Dr Printing Service

Mail Service

Institute on Disabilities

Family Research Lab

73 Corporate Drive Professional Development and Training (Pease)

11 Brook Way Council of Presidents

Teaching Excellence

121 Technol Dr Interoperability Lab

Research Computing

Building Names Building Names Building Names

Admin‐Stoke Hewitt Annex Perpetuity Hall

Alexander Hall Hewitt Hall Pettee House

Babcock House Hitchcock Hall Philbrook

Barton Hall Holloway Commons Putnam Hall

Batcheller Hse Hood House Randall Hall

Bookstore Horton SSC Rec Complex

Browne Center Housing Office Ritzman Lab

C‐Lot Trailers Huddleston Hall Robinson House

Cent Recv Bldg Jackson Lab RR StnDairy

Chase Ocean Eng James Hall Rudman Hall

Child Dev Ctr Janetos House RudmanSpaulding

Cole Hall Kellogg Ctr Schofield House

Conant Hall Kendall Hall Serv Bldg ampFire

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 40: Managing & Querying Employee Information

40 MODULE 3 Managing amp Querying Employee Information

5122009

Dairy Nutrition Res Ctr Kingman Farmhse St Thomas More

Dairy T amp R Ctr Kingsbury Hall Stillings Hall

Demeritt Hall Light Hors Classrm Bldg Stoke Hall

Dimond Library Light Hors Stbl Taylor Hall

Elliott Alumni Marine Prog Bldg Telecom Center

Equine Center McConnell Hall The Gables

Facil Svs McLaughlin Hall Thompson Hall

Farm Serv Bldg Memorial Union Transportation Garage

Field House Moiles House UNH Bookstore

Figment Hall Morrill Hall US Forest Serv

Figment Hall II Morse Hall Verrette House

Forest Park Murkland Hall Visitor Information Ctr

Grant House Nesmith Hall Waysmeet

Greenhouses New Hamps Hall Whit Ctr

Gregg Hall New Housing Office Wolff House

Hamln‐Smith NHPTV Woodside

Health Ctr Parsons Hall Zais Hall

Paul Creat Arts

Pettee Hall

UNH Mail Services DOES NOT deliver to the following Active Building Addresses

Please do not include these buildings as part of the PPAIDEN record

5 Leavitt Lane Forest Park Apts Mini‐Dorm 7

B D Farmhouse Gibbs Hall Mini‐Dorm 8

B D Pigbarn Hall Dorm Psychology Aviary

B D Sheep Barn Hersey House Rice House

Central Power Plant Hetzel Hall Sawyer Hall

Chiller Plant‐McDaniel Drive Hubbard Hall Scott Hall

Christensen Hall Hunter Hall Smith Hall

Congreve Hall Lord Hall Spldg Life Sci

Craft Cottage Mills Hall TSAS Sawmill

Devine Hall Mini‐Dorm 1 Williamson Hall

Engelhardt Hall Mini‐Dorm 2

Fairchild Hall Mini‐Dorm 3

Fish amp Game Mini‐Dorm 5

Obsolete Building Names (Do not use)

Brook House Poultry Brooder House

Highland Dorm Poultry Layer House

Leavitt Center Figment Hall Poultry (Old)

NE Hosp Assembly Poultry Farm

Palmer House Richards House

Poultry Art Annex Transportation Center

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 41: Managing & Querying Employee Information

41 MODULE 3 Managing amp Querying Employee Information

5122009

UNH at MANCHESTER

Active Building Name

University Center

Obsolete Building Name (Do not use)

Hackett Hill

UNH at PORTSMOUTH

Active Building Name

200 International Dr

UNIVERSITY SYSTEM OF NEW HAMPSHIRE

Building Names Examples of departments in these buildings

Dunlap Center

Myers Center

Eliz Demeritt USNH Financial Services

Stoke Hall USNH Financial Services

1 Leavitt Lane USNH Financial Services

11 Brook Way UNHUSNH Purchasing amp Contract Vc Planning amp Budget

UNIVERSITY SYSTEM OF NEW HAMPSHIRE AT CONCORD

Building Names

4 Park Street

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

Page 42: Managing & Querying Employee Information

42 MODULE 3 Managing amp Querying Employee Information

5122009

Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

ZIPPostal Code City State GSC‐CONC Campus‐Concord

GSC‐PORT Campus‐Portsmouth

KSC Campus‐Keene

PSU Campus‐PSU

UNH Campus‐Durham

UNHM Campus‐Manchester

UNHN Campus‐Nashua

UNHP Campus‐Portsmouth

USNH Campus‐System Office

USNH‐C Campus‐Concord

Task 2H Adding a Contact (Local) Mailing (CM-Campus) Address

TASK 2H Adding a Contact (Local) Mailing (CM - Campus) Address STEP 1 Options gt Address Information Refer to Table 2-3 Contact (Local) Mailing (CM -

Campus) Address Standards STEP 2 TYPE CM in Type

STEP 3 TAB to Address (Line 1) and TYPE 1st line of CM address

STEP 4 TAB to Address (Line 2) and TYPE 2nd line of CM address

STEP 5 TAB to ZIPPC and TYPE zip Refer to Table 2-4 ZIPPC for Contact (Local) Mailing (CM - Campus) Addresses

STEP 6 TYPE Phone Number STEP 7 TYPE CM in Type STEP 8 SAVE

Test Your Knowledge and Skills To provide you with an individual to work with throughout this series of training moduleschapters you

must complete the Test Your Knowledge and Skills section to add a CM address for your person Chris Add a CM address (only) for Chris using your campus address information

Additional Information Veteran information provided by the individual should be entered for federal reporting purposes

Task 2J Additional Information (Veteran)

TASK 2J Additional Information [Veteran] STEP 1 NEXT BLOCK

43 MODULE 3 Managing amp Querying Employee Information

5122009

STEP 2 TYPE Veteran File Number

STEP 3 TAB to Veteran Category and SELECT the appropriate category

STEP 4 TAB to Special Disabled Veteran and CHECK the box

STEP 5 SAVE

Emergency Contact Information This data should be entered by the employee via WISE Follow the steps below to view the data from

within Banner

Task 2K Reviewing Emergency Contact Information

TASK 2K Reviewing Emergency Contact Information (as needed) STEP 1 NEXT BLOCK STEP 2 NEXT RECORD

44 MODULE 3 Managing amp Querying Employee Information

5122009

Chapter 3 Commonly Used Information and Forms

In this chapter we review some of the information and forms often used by Banner HR users The user

will be given several opportunities to review the forms including searching for their own information

within the Banner HR database

Chapter 3 Objectives

Upon completion of this chapter the user will be able to

helliplocate and use some commonly used forms

45 MODULE 3 Managing amp Querying Employee Information

5122009

Organization Code Definitions Org Code Purpose Controls Access To Defined On DISTRIBUTION ORG PEAEMPL

Identifies which employee address should be used to

mail the employeersquos paycheck or direct deposit

Campus X CM

Postal Mailing X PM

Check X CK

= CLL (GSC)

UNH

PSC (PSU)

KSC

SYS

HOME ORG PEAEMPL

Identifies primary org responsible for employee

Status jobs (usually)

Home Org = Timesheet Org = Position Org

Part‐TimeFull‐Time TempCasual jobs

To ensure broad access to information for shared

employees is available generic Home Orgs have

been defined based roughly on the employee type

Adjunct Faculty XFACEX

Part‐TimeFull‐Time TempCasual Hourly

XCASHX

Part‐TimeFull‐Time TempCasual Salary XCASEX

College Work Study or Student Hourly XSTDHR

Chaplains XCHAPL

Emeritus XEMERT

Graduate Students XGRDEX

ROTC XROTCF

USNH Common Codes Group XUSNH

POSITION ORG NBAPBUD

Identifies primary org responsible for position NBAPOSN

NBAPBUD

and related forms

TIMESHEET ORG NBAJOBS

Supports payroll extraction exception time and

positive pay entry Also drives extraction for

NWACOMP processing

Associates the effort of the NBAJOBS record with a

specific department

Time EntryApproval

NBAJOBS

and related forms

Test Your Knowledge

Usually for status jobshellip Home Org = Position Org = Timesheet Org True False

Distribution Org = Timesheet Org True False

Info about employees in Part‐TimeFull‐Time TempCasual jobs can only be seen by their Home Org

True False

46 MODULE 3 Managing amp Querying Employee Information

5122009

ECLS Chart Occupational Type Benefits PEAEMPL NBAJOBS Academic Administrators Full Benefits 10 B1

Premium Conversion 15 B1

KSCAA Eligible AY Faculty Medical Benefits 56 FG

Part-TimeFull-Time TempCasual

Part‐timeAdjunct Faculty Medical Benefits 70 F7

Full‐TimeAdjunct Faculty Medical Benefits 74 F8

One Time Payments Adjunct

Faculty

Medical Benefits 75 F6

CasualAdjunct Faculty Medical Benefits 75 F9

Part‐Time Hourly Medical Benefits 70 CH

Full‐Time Hourly Medical Benefits 74 DH

Casual Hourly Medical Benefits 75 JH

Part‐Time Salary Medical Benefits 70 CE

Full‐Time Salary Medical Benefits 74 DE

Casual Salary Medical Benefits 75 JE

One Time Payments Medical Benefits 75 KE

Student outside FLSA No Benefits 73 SN

Work StudyOff Campus External No Benefits 73 SWSX

Student Hourly No Benefits 73 SH

Extension Educators Full Benefits 10 E1

Premium Conversion 15 E1

Federal Benefits 60 E1

Faculty

AAUP AY Faculty Full Benefits 40 FA

AAUP FY FacultyLibrarians Full Benefits 45 FBLB

KSCEA AY Faculty Full Benefits 50 FC

KSCEA FY FacultyLibrarians Full Benefits 55 FDLD

Wheelock AY Faculty ndash TT Full Benefits 31 FE

Wheelock AY Faculty ‐ NTT Full Benefits 31 FF

UNHPSU Non‐Union Faculty

AY gt74

Full Benefits 31 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union Faculty

AY 50‐74

Premium Conversion 36 F1=Tenure Track

F3=Non‐Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY gt74

Full Benefits 30 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

UNHPSU Non‐Union

FacultyLibrarian

FY 50‐74

Premium Conversion 35 F2=Tenure Track

F4=Non‐Tenure Track

L2=Tenure Track

L4=Non Tenure Track

Postdoctoral ResearchTeaching Limited Benefits 71 F4

Graduate Appointments No Benefits 72 GA

Operating Staff Full Benefits 20 H1 or H2

Premium Conversion 25 H1 or H2

47 MODULE 3 Managing amp Querying Employee Information

5122009

Full Benefits 46 HE

Professional Admin Technical Full Benefits 10 P1

Premium Conversion 15 P1

Principal Administrators Full Benefits 10 A1

Premium Conversion 15 A1

48 MODULE 3 Managing amp Querying Employee Information

5122009

Commonly Used Forms

NBAPBUD ndash displays associated budget and labor distribution information for a position

The Position Org listed on the ldquoSalary Budgetrdquo window (Options gt Salary Budget) should be used for

status appointments as the Home Org and the Timesheet Org assignment

NBAPOSN ndash details how an established position has been defined including

position status

appropriate salary minimum or maximum values

position classification assignment

work schedule if appropriate

Note Prior to hiring an Operating Staff at less than 100 review the position

work schedule FTE to determine hoursday and hours per pay

NBIJLST ndash lists all jobs (IDPosition Suffix) records associated with an employee

Prior to EPAF processing review NBIJLST for

(1) any existing status jobs

(2) the Job Type (primary secondary overload) to assign to an appointment and

(3) existing IDPositionSuffix combinations

NOAAPSM ndash form for reviewing individualized approval queues as approver or as originator

Status of transactions and required‐action information is available

Approvals may be applied directly on NOAAPSM following review

NOAEPAF ndash form for all EPAF entry

PEAEMPL ndash maintains the Employee Record describing the employeersquos current relationship within USNH with

specific attention toward benefit eligibility leave (vacationearned time) eligibility service dates Home

Org and Distribution Org assignment

PPAIDEN ndash repository for person bio‐demographic information including name information address information

gender ethnicity citizenship date of birth social security number alternate namesIDrsquos Veteran

information emergency contact information

49 MODULE 3 Managing amp Querying Employee Information

5122009

Common PEAEMPL and NBAJOBS Dates When reviewing information on PEAEMPL or NBAJOBS or entering an EPAF itrsquos important to have an

understanding of the dates available

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS - General

Last Paid Date The date of the most recent pay

for the selected employee job

The Jobs Detail Effective Date

for a job change cannot be prior

to the Last Paid Date

This date is updated during payroll

processing

EPAFs can not have effective dates

prior to the Last Paid Date

Probationary Begin Date

Used to identify the first day of

a leave period This field is

memo only and should display

values only when an employee

is on leave

Leave Begin Date

Probationary End Date

Memo field used to identify the

anticipated date of return from

leave It does not impact active

pay status

Anticipated Return Date

NBAJOBS

‐ Detail

Jobs Detail

Effective Date

‐ Change

New records may be added to

change a value in an existing

job record

The Jobs Detail Effective Date

should be set equal to the

actual effective date of the

change

This date cannot be prior to or

equal to the Last Paid Date

If the actual effective date is

prior to the Last Paid Date the

first day of the current pay

period must be used for EPAF

processing

Any changes inserted into job detail

records need to be produced on all

existing future‐dated records

EPAF originators will receive a

warning reminding them that future‐

dated records exist and additional

change EPAFs may be required

Failure to update future records may

result in data integrity problems

50 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Jobs Detail

Effective Date

‐Termination

Identifies the date the job will

be terminated

The termination date should be

after the Jobs Detail Effective

date and Job Begin Dates of the

hiring EPAF

On the specified Effective Date

the job status will be changed

to Terminated

The termination date will populate

the Job End Date and will effectively

end any earnings associated with the

job

The day of termination is an active

paying appointment date Pay for

salary appointments will be

generated on that day and time for

hourly employees will be able to be

entered for that day

If the termination date was in a

previous payroll use the first day of

the current pay period for the

effective date and notify USNH

Payroll

Personnel Date

‐ Change

New records may be added to

change a value in an existing

job record

The Personnel Date for changes

should reflect the date the change

SHOULD actually be in effect

Personnel Date

‐ Hire

An information only field that

is used to capture the real date

of an employeersquos first day of

work

This field should always

contain the actual first day of

work and does not need to

match the Jobs Detail Effective

Date

For late hires this date represents the

date that the job record SHOULD

have been effective

Personnel Date

‐Termination

Actual last day of job

regardless of the Jobs Detail

Effective Date for the

termination EPAF

51 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION NBAJOBS

‐ Detail

(contrsquod)

Contract Start

Date

Start of the jobrsquos contract period

for the active fiscal year

Contract Start and Contract

End Dates are assigned when

the fiscal year job normally is

not July 1 through June 30

For a hire EPAF the Contract

Start Date will be set equal to

the Jobs Detail Effective Date of

the hire

This date impacts encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

The Contract Start Date cannot be

before the Jobs Begin Date

Contract dates are not required for FY

(July 1 ndash June 30) jobs even when the

employee starts after July 1st

Special coding may be required when

hiring or terminating a job that has

contract dates

See applicable Cheat Sheets

Contract End

Date

Last day of the job in the active

fiscal year

Contract Start and Contract

End Dates are assigned when

the Job dates fall short of the FY

(July 1 through June 30)

calendar

Contract dates impact encumbrance

calculations for status and Part‐

TimeFull‐Time TempCasual salary

positions

PEAEMPL Current

Hire

Date

First day of current status or

Part‐TimeFull‐Time

TempCasual job record

When processing new hire

EPAFs this date is used to

populate all other PEAEMPL

dates

This date must represent the actual

first day of the most current job

Concurrent additional pay or Part‐

TimeFull‐Time TempCasual jobs do

not affect a status employeersquos Current

Hire Date

If you receive an error message

related to this date when submitting

an EPAF check PEAEMPL for

erroneous dates If one is found

contact your campus HR office for

assistance

Original Hire

Date

First day of first USNH Job For initial USNH hires the date is the

same as the Current Hire Date on the

hiring EPAF

Any additional USNH hires will not

update this date

52 MODULE 3 Managing amp Querying Employee Information

5122009

FORM DATE FIELD DESCRIPTION ADDITIONAL INFORMATION PEAEMPL

(contrsquod)

Adjusted

Service Dates

Adjusted Service Date ndash

Todayrsquos Date calculation for

years of calendar service

This field controls ET accrual and

longevity premium pay calculations

When a hire EPAF is submitted the

Adjusted Service Date is set equal to

the Original Hire Date

If a status employee leaves USNH

and subsequently returns to a status

job the Adjusted Service Date will

need to be reset to the Current Hire

Date when prior service has been

earned back and provided to the

employee If the break from status

position exceeds 1 year Campus HR

will adjust the Adjusted Service Date

as service requirements are met

Seniority These dates have no

significance at USNH

Non‐applicable to USNH at this time

However most records were

converted with dates from the legacy

system

First Work Day Same as seniority Non‐applicable to USNH at this time

Last Work Day Only coded if the PEAEMPL

record is to be terminated

which at USNH is not being

done

Non‐applicable to USNH at this time

Test Your Knowledge and Skills

The Jobs Detail Effective Date for a job change cannot be prior to what date _________________________

Why _______________________________________________________________________________________

_____________________________________________________________________________________________

What memo field is used to identify the anticipated date of return from leave ________________________

What does the Seniority date mean at USNH ____________________________________________________

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