SCT Banner Human Resources / Release Guide / 7.0

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Section 5 Banner Support for Salary Planner - FunctionalProcess Flows3. Any user with security access to run the upload process (NBPSPUP) will berequired to have Electronic Approval Routing Rules set up on NTRROUT forthe Approval Categories defined on NTRINST for use with the Salary Planner.Based on the user running the process and the Approval Category associatedwith the EPAF, the approval level information set up on NTRROUT will defaultto the EPAFs created.4. In the Salary Planner Rules window of the Installation Rules Form (NTRINST),define rules for the display of jobs in the Salary Planner application, andidentify approval categories that will be responsible for reviewing or applyingEPAFs when data has been uploaded into Banner.5. Create Budget Profile codes in the Budget Profile Validation Form(NTVBPRO), if desired.6. Associate Positions with a Budget Profile on the Position Budget Form(NBAPBUD), if desired. This provides a mechanism by which positions can befurther defined for budgeting purposes.Note: Each position can be associated with only one budget profile at any time.7. On the Job Change Reason Rule Form (PTRJCRE), indicate the job changereasons that are to be displayed and included in totals in the Salary Plannerapplication, such as Merit or COLA.8. On the Salary Planner Extract Rules Form (NTRSPEX), create Budget ExtractIDs and specify criteria by which data is to be extracted from Banner HumanResources.9. A user runs the Salary Planner Extract Process (NBPSPEX) in Banner HR todownload the budget extract into the Salary Planner for a specific BudgetExtract ID.Note: Any user of Banner HR can run this extract process. However, yourDatabase Administrator can restrict it to only Salary Planner usersthrough the Oracle Role Security set up.10. In the Employee Self-Service, Salary Planner module, Master Salary Plannerscan now modify the Initial Scenario and create multiple budget scenarios fromthe Initial Scenario in the Salary Planner.11. HR Managers can now modify budget scenarios (other than the InitialScenario) in the Salary Planner and copy their final changes into a finalscenario.12. A user uploads the final version of the budget scenario back into Banner viathe new Salary Planner Update Process (NBPSPUP).Human Resources/Position Control Release 7.0 January 200556 Release Guide Confidential
Section 5 Banner Support for Salary Planner - FunctionalProcess FlowsInstallation Rules Form (NTRINST)Define rules, approval categories for EPAFprocessing of uploaded budget dataBudget Profile Validation Form (NTVBPRO)Create budget profile codesPosition Budget Form (NBAPBUD)Associate positions with budget profile codesJob Change Reason Rule Form (PTRJCRE)Indicate job change reasons thatare to be used in the Salary PlannerSalary Planner Extract Rules Form (NTRSPEX)Create Budget Extract IDs and specify extract rulesSalary Planner Extract Process (NBPSPEX)Download budget data into the Salary PlannerCreate budget scenarios from the Initial Scenario ofthe extracted data in the Salary PlannerModify budget changes in the Salary PlannerUpload locked and final scenarios into the SalaryPlanner via the Salary Planner Update Process(NBPSPUP)January 2005 Human Resources/Position Control Release 7.0Confidential Release Guide 57
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SCT BannerHuman Resources/Position
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Release GuideHuman Resources/Positi
Page 5 and 6: Table of ContentsChanged Forms . .
Page 7 and 8: Table of ContentsSection 12 CA-MIS
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Section 6 Banner Support for the Sa
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Section 7 Support for 1099-R Change
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Section 9 Support for US W-2 and MM
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Section 12 CA-MIS Reporting Enhance
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Section 18 VETS-100 Reporting for 2
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Section 23 Problem ResolutionsImple
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Section 23 Problem ResolutionsTax A
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Appendix A Example of Annual Salary
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Appendix A Example of Annual Salary
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Appendix B Example - Setting Up VBS
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Appendix C Using the Common Person
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