Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3

Presented byDottie Marron, Principal Student Consultant for EllucianJulie Monfette, Principal HR Consultant for Ellucian

Session Number: NB-3

April 19, 2023 Ellucian.com

Provide a high level overview of the

Faculty Load and Compensation Module

and to offer

implementation strategies

Overview of the FLAC Module Flow

Banner Student Data

Banner HR Data

Self Service Flow & Roles

Implementation Strategies

Questions and Comments


Automation of Faculty Assignments from Banner Student to Banner HR

Access information through Self Service Components

Provide Faculty Oriented View of Compensation Details and contract information

Accommodates Full Time Salaried View and

Part Time Course-based View

Locking Controls for finalized records

Self Service access for Faculty Member with Acknowledgement option


Improve integration between Banner Student & HR

Allows for unique computations for various types of pay

Encourage Open Digital Campus usage with a focus on Banner, Self Service, BDMS, & Workflow

Improve user productivity through automated application of Job Assignments from core faculty assignment data

Information presented to faculty and administrators in an easy to understand format


Banner 8.0

Client must be operational in Banner Student, HR, and

Employee Self Service

Security will be provided by Web Tailor Roles and Banner HR

Controls


Banner HREmployee

Information

Process rules and system

controls

Banner StudentFaculty Record, Assignments, &

Load data

Extract Process for

Compensation Calculations

and View

Administrator verifies load, assignments, and completes faculty rates.

Administrator and Academic Executive

can view faculty course compensation

summaries and details

Automated Faculty Compensation General Flow


Academic executive can revise and/or lock the

final compensation record.

Job Information Created and is marked as ‘Apply’

Faculty Member can view and acknowledge

compensation details

Compensation data is applied to Banner HR to NBAJOBS

Automated Faculty Compensation General Flow



Faculty/Advisor Information – SIAINSTMust be in ‘Active’ Status for the term

Contract Type Code associated with Faculty Member

Term Based Information from Faculty

Assignment – initiated and maintained on

SIAASGN and SSASECT


Accommodates date-based and Part of Term

courses

Schedule Type associated with each course

assignment

Position lookup function added to SIAASGN to

validate Position Number

Indicators for Extract and Applied FLAC records



Contract Type will determine Salaried View or Course-by-Course View


Schedule Type tied to course will link to Base Rates, for Course-by-course view (PT Faculty)


Assignment Data that will be extracted to Self Service

Utilizes Banner HR called forms for Positions and Job Assignment Lists

Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function


Added Position Number lookup and validation

Utilizes Banner HR called forms for Positions and Job Assignment Lists

Student system users must be given Oracle privileges to view the table data in Banner for usage of the list function


Non-Instructional Components for possible compensation.



Faculty member must have Identification and Employee Information (non-terminated) existing in Banner in order to be extracted

Administrators for FLAC data will require setup in Banner HR to define security access within Self Service

Optional use of Faculty Level on PEAFACT for use in multi-tiered, base compensation rates for PT Faculty


Enables or Disables Position Validation on SIAASGN


Faculty Compensation Level – PT Faculty

Designates Base Level for the Faculty Member


Contract Control Rules

Institutional Rules – Instructional and Non-Instructional

Incremental Amount Codes

Security & Web Administrative AccessUser Codes Rule – PTRUSEROrganization Access and Roll-upWeb Tailor Role - Administrator



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April 19, 2023 www.sungardhe.com

Can establish costing for Course Level (Optional)

Can default/override costing at Schedule Level (Optional)

Incremental Compensation can be applied to any Part-Time Contract


Establish new user security in Banner HRPTRUSER – User Code RulesFaculty Compensation Master Organization ControlFaculty Compensation Organization SecurityOrgn. Security based upon Finance Roll-up Reporting

Controls (defines locking controls)Orgn. Security verifies against assigned Position

Organization Code Define organizational access with Query or UpdatePredecessor organizations automatically include

subordinatesPSAEMPR – Employer Security PSAECLS – Employee Class Security


Must have indicator set to be a FLAC Administrator

Update or Query = Master User

None = Only Organization or No Access

‘Organizational Hierarchy’FLAC uses budget organization defined on Positions (NBAPBUD)Predecessors and subordinatesSet up on FTMORGN or PTVORGNExample:001 Office of the President 100 Office of the Provost

110 College of Arts & Sciences111 Dean of Arts & Sciences

Specified on NSASPSC


Provides Organizational Hierarchy controls for access within Self Service. This table is accessed when Master Switch is set to ‘None’.


Web Administrator access defined within Web TailorScript to update Web Tailor with new role, tabs and

icons

Academic Administrators will utilize Banner HR security

Faculty Member to access via Employee Self Service


Extract Process- PEPFLACSelects Assigned Faculty Members from Banner Student by Term or Part of TermCan filter selection based upon ECLS of Position and/or Contract Type of the Faculty memberCan process individual ID’sFaculty must have Employee Record in Banner HR (non-terminated)Builds ESS files and computes Faculty CompensationExtract Report – details Faculty extracted and Errors


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Run process to create extract

Administrator views/updates records

Faculty Member isLocked when complete

If record is locked, it can be ‘Applied’

Mass Apply Process

Creates or edits employee

jobs/assignment


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Filter by TermThen: College Campus Department

Organization Summary

EmployeeSummary

Search by Employee

Employee Self Service Menu



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Faculty in FLAC sees this selection


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From Banner Student

From Banner Position Control

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Compensation View

Salary Compensation

View

full-time faculty

Course Compensation

View

part time or adjunct

Job Assignment View

Job detail


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Designed for Full-Time, Salary Based ContractsAbility to display Current Salary within the PositionAbility to review Faculty Load factors extracted from StudentSupport multiple contracts types per employee


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Overload payment can be constructed with Load factorsOverload can be associated with Instructional or Non-Instructional activitiesLinks allow the display of:

The Job Detail informationWorkload breakdownCourse Details

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Position Search ability for construction of Overload

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Course Information Link

Workload Factor Link

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Calculations on Course Based ContractsTwo-tiered View – Summary and DetailAbility to assign Increments to courseAbility to view/change Faculty Level for Base RatesComputes based upon pre-established rulesLinks for Course Information, Course Calculation Detail and Job Detail



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Calculated during the Extract ProcessResides with each contractDynamically changes when adjustments are madeDetermines Primary, Secondary and OverloadMaintains Job Detail, Default Earnings, and Labor Distributions


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Faculty Member or Administrator can download data


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Job Apply Process - PEPFCAP

Mass Apply process run through Job Submission

Selects Faculty records in a ‘Locked’ status

Utilizes Jobs API function to edit and insert records



Treat FLAC implementation like a true project

Create a project plan, assign a manager and obtain high level sponsor

Tasks, resources, milestones Identify Stakeholder (includes IT and Web Tailor staff)Database/Instance for testing/set-upStudent and HR participation


Discuss: Contract types.

Faculty pay set up---faculty can have more than one type. One must be a default.

Who will own the rule and validation forms

Create an updated payroll and Term/Staffing calendar


Consider implementing small groups of faculty at time by Contract type

Consider how the work is divided now and select one area as a pilot group

Consider what needs to be done to accept electronic signatures


Consider implementing Faculty Tracking module first : PEAFACT


Who will enter the posn/suffix?

Consider revisiting your position schema for adjunct faculty to make it fool-proof for Schedulers to select positions.



Documents

Presented by Dottie Marron, Principal Student Consultant for Ellucian Julie Monfette, Principal HR Consultant for Ellucian Session Number: NB-3