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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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________
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 ____________________________________________________