1. Update on Banner 9 ESS
2. Report on any Banner 9 user issues
3. Banner 9 navigation training
4. Banner 9 admin form testing.

• Introduction of Ken, IT Project Manager
• Updates: Update on Banner 9 HR Projects (replacement of reports)

Upgrade to Banner 9 employee self-service. Next meeting will focus on the employee forms, as the sole focus has been on internal forms thus far. Update status is that in the coming weeks more info in regard to self-service forms will be the main focus.

• General forms; testing and turning on HR and position control project (IT to test)
• G forms, any other letter forms (N and P main focus) need to be tested please send to Kevin to evaluate these items.

• (Banner 9 Learning Central Video) – Run through of video for anyone that has not yet used it. Looks like most of the attendees have already navigated some of the Banner 9 items. Video will be sent out to attendees to get feedback on anything additional that could be added to the online training tools. (At Kevin's insistence video was watched as a group). After video Kevin reminded everyone to review the testing and give feedback.

• TMS updated in regard to Employee- Self portal. IT update is to bear with them and let them know that they are working on it.

• Debi run through Banner 9 forms: Supervisor update is the function that she will perform. Typed NBA jobs (employee job forms). (Form name or partial title to search). Looks familiar. ID, ELIPSYUS (…) search this way. Once ID number is added TAB, search for position is same as the ID search, SELECT, populated position number and suffix. GO, brings up persons information. TOOLS selected, "add a change with a new effective date" (Right click function no longer available in this updated system form) Date added then "ok". "Change Reason" Supervisor update selected. Select from misc. tab (Supervisor replace supervisor Banner ID with new supervisor) save. If you hover over SAVE a shortcut pops up (F10). Warning appears after SAVE selected. Title of Supervisor does not automatically pop up, once form is completed and saved go back into the form for the title to come up. Debi then proceeded to talk about how her area is working on the testing environment. IF problems, who do they ask about them? So far no problems but if there was any errors, Gabe Rivera is the "Go To" for those errors. "Start Over" now replaces the "Go Back" function.

• Lost data in the middle of an application (power outage, computer failure etc.) Will it be locked? Not sure as that has not been tested. Hope is that the info will not be locked but will need to be looked into further.

• Color scheme is the exact color scheme as the testing environment is what it will be. IF these colors do not work, departments and ERB leadership can decide if these hues need to be changed.

• Kevin suggested people play around and ask questions if there are any issues now while they have the opportunity.

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Employment Area Leads Meeting
Monday, March 5, 2018
3:00 – 4:30 pm
Perovich Business Center, Room 1016

Agenda Items:

1. Moving Expenses – Payroll
2. Internal Audit – Payroll
3. New IRS W-4 Form – Payroll
4. Banner 9 – All

Action Items:

Kevin opens meeting with timeline update. 3 months to go live.
3. Meeting opens with payroll agenda items. W4 form out now for 2018. No new forms to be printed. Must be done electronically going forward. Everyone should have a Net ID before they start, using the self help portal as part of onboarding. Current employees do not have to redo their W4s. If not in the system, employee will be held at the highest withholding. (Single, 0)
1. Moving Expenses=Moving relocation allocation form will be moved out of Chrome River. Lump Sum, will eliminate the need for receipts. Adam proceeded to go over form to group to get feedback (add, remove, etc). Form includes an example of how employee will be taxed. Was a PDF form , now it does not auto populate. Can and should this be added to onboarding? Form states that employee will be reimbursed on first check. Employee will need Net ID for this to happen which bought up the issue of having in with onboarding. Offer letter to be updated if employee has moving expenses in their offer. With this being the case most in the room felt this letter should be with onboarding as informational only. Getting signatures (VP/Provost) will slow down the process which is a reason digital upgrade to the form is requested (Offer letter is already digital). Adam will email copy of the form to everyone.
2. Internal Audit= Digital signature PDF form/who needs to sign it? (Our error vs student error)
Waiting for signatures slows down the process. Debate about if students need to sign the form or not. Informational of signature dependant? Internal audit forms are informational only and to have audit trail to justify payment per group discussion. 2007 audit going forwad hasn't had any improvement with addition of new forms. Adam wants to consolidate the existing forms. (Waiting on signature hold up process).
4. Banner 9 (Kevin)= Forms sent in from departments (thank you). A lot of the forms on the spreadsheet got to be ignored as many were not used by a lot of the departments. Walked through payroll form testing plan. How do we want to documents and store. Confluence page? Sharepoint? (This issue raised a debate on where to store, decision not make at the time of discussion). Has anyone in payroll played in the sandbox? (yes, minimally)