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SCT Banner Human Resources / Release Guide / 7.0

SCT Banner Human Resources / Release Guide / 7.0

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Section 5 <strong>Banner</strong> Support for Salary Planner - FunctionalProcess FlowsEstablishing Security for the Salary PlannerThe extent of access to budget information displayed for each user of the SalaryPlanner is determined by the security established in <strong>Banner</strong> at four levels, namely:• Organization level security by setting the Organizational Security indicator inthe new Salary Planner Rules window on the Position Control InstallationRules Form (NTRINST.)For more details, refer to the NTRINST form in the Changed Forms topic in thissection of the <strong>Release</strong> <strong>Guide</strong>.• Employee Class level security using the existing functionality of Employee ClassSecurity Form (PSAECLS) and the Installation Rules Form (PTRINST).• Employer level security using the existing functionality of Employer SecurityForm (PSAEMPR) and the Installation Rules Form (PTRINST).• Salary level security by specifying in the User Codes Rule Form (PTRUSER)and the Installation Rules Form (PTRINST).In addition to specifying organization security, organization hierarchy also has to beestablished for the Salary Planner. Organization hierarchy can be implemented atenterprises having either <strong>Banner</strong> <strong>Human</strong> <strong>Resources</strong> or <strong>Banner</strong> Finance.Organization hierarchy is established in the Organization Code Validation Form(PTVORGN) at enterprises having only <strong>Banner</strong> <strong>Human</strong> <strong>Resources</strong> whereasOrganization Code Maintenance Form (FTMORGN) is used at enterprises having<strong>Banner</strong> Finance. PTVORGN has been enhanced to enable the set up of anorganization hierarchy when <strong>Banner</strong> Finance is not installed. For more details referto the Changed Forms topic in this section of the <strong>Release</strong> <strong>Guide</strong>.Note: Organization hierarchy in Finance takes precedence for enterprises thathave <strong>Banner</strong> <strong>Human</strong> <strong>Resources</strong> as well as <strong>Banner</strong> Finance.All other levels of security have to be implemented in <strong>Banner</strong> <strong>Human</strong><strong>Resources</strong> regardless of where organization hierarchy is established - in<strong>Banner</strong> Finance or <strong>Banner</strong> <strong>Human</strong> <strong>Resources</strong>. Therefore, <strong>Banner</strong><strong>Human</strong> <strong>Resources</strong> is a mandatory requirement for the Salary Planner.At the user level, Salary Planner users can be set up with the following types ofaccess: Update, Query, or None. These levels of access can be specified in the UserCodes Rule Form (PTRUSER) for each user. Users who will be accessing the SalaryPlanner within Employee Self-Service need to be set up on this form.Users with Update access can access, edit, and modify data in the Salary Planner.Users with Query access can only access and review information in the Salary Planner.They cannot edit or modify data in the Salary Planner.Users with None access cannot access or view information in the Salary Plannerapplication in Employee Self-Service, unless set up with specific access on the newSalary Planner Security Form (NSASPSC). See Note below.<strong>Human</strong> <strong>Resources</strong>/Position Control <strong>Release</strong> <strong>7.0</strong> January 200554 <strong>Release</strong> <strong>Guide</strong> Confidential

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