Welcome to SCT Banner. Introductions. Course Goals

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1 Welcome to SCT Banner Web Time Entry Introductions Name Organization Title/function Job responsibilities SCT Banner experience Expectations 2 Course Goals The goal of this course is to provide you with the knowledge and practice to set up and fully access the web for time entry function at your institution 3 1

2 $ $ Agenda Overview Set Up Day-to-Day Operations Question and Answer 4 Overview To outline the set-up process used to govern employees access to the time entry Web pages and to control the data entered on these Web pages To explain the day-to-day procedures for Time Entry through the web application at your institution 5 Process Introduction Open position created and budgeted Applicant inform atio n is reviewed and interview s are held Employee is hired Employment record is created and maintained for em ployee Employee benefit in form ation is estab lished You are here! Employee Employee relations health and in form ation is safety m aintained in form ation is m aintained Payroll is processed for the em ployee Em ployee records hours w orked Changes to employee records are electronically approved and applied Employee Faculty reviews personal in form ation is in form ation m aintained through Self Service Tax process is adm inistered for em ployees Labor is budgeted through position control 6 2

3 Set Up Set up Objectives At the end of this section, you will be able to enter the appropriate data on the forms used to provide access to time entry on the Web 8 Set Up Rule Forms Payroll Identification Rule Form (PTRPICT) Payroll Calendar Rule Form (PTRCALN) Shift Premium Rule Form (PTRSHFT) Employee Class Rule Form (PTRECLS) Earnings Code Rule Form (PTREARN) Installation Rule Form (PTRINST) Employee Jobs Form (NBAJOBS) 9 3

4 Set Up - Web Users, Approvers, and Proxies Set up Oracle/Banner IDs and access codes for all employees who have access to SCT Banner Web Time Entry or PHATIME Set up approvers, proxies, and acknowledgers on the Enterprise Access Control Form (GOAEACC) Set up all approvers, proxies, and acknowledgers on PTRUSER Establish the appropriate Banner HR security for each approver, proxy, and acknowledger Set up access to SCT Banner Web for Employees on the Third Party Access Audit Form (GOATPAD) 10 Set up Review How do you enter the appropriate data on the forms used to provide access to time entry on the Web? List and describe the commonly used forms for time entry? 11 Day to Day Operations 4

5 Day-to-Day Objectives At the end of this section, you will be able to Describe the approval routing process Enter time through the web Request a leave through the web Approve time through the web Approve a request through the web 13 Day-to-Day Process Pay to $ Human Resources activates all the Banner forms to be displayed on the web Employee enters time through the web Supervisor approves time and sends it back for correction, if necessary Payroll runs process (PHPMTIM) to pull information into payroll 14 Processes Enter time through the Web Approve Time Using PHADSUM Approve Time Through the Web Pull Information into Payroll Web Leave Request: Enter or Approve Proxy Set Up through the Web 15 5

6 Day-to-Day Review How do you describe the approval routing process How do you enter time through the web? How can you request a leave through the web? How do you approve time through the web? How do you approve a request through the web? 16 Course Summary/Review As a result of this course we have, provided you with the knowledge and practice to set up and fully access the web for time entry function at your institution 17 Questions and Answers 6

7 Thank you for your participation Confidential Business Information This documentation is proprietary information of SunGard SCT and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of SunGard SCT. Prepared By: SunGard SCT 4 Country View Road Malvern, Pennsylvania United States of America SunGard All rights reserved. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. In preparing and providing this publication, SunGard SCT is not rendering legal, accounting, or other similar professional services. SunGard SCT makes no claims that an institution's use of this publication or the software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing. SunGard, the SunGard logo, SCT, the SCT logo, and Banner, Campus Pipeline, Luminis, PowerCAMPUS, SCT Matrix, SCT Plus, SCT OnSite and SCT PocketRecruiter are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders. 7