What's New With Banner Human Resources - NWEUG

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What’s New withBanner HumanResourcesGideon Sanstra, Director Global Services

Roadmap Framing & ConfidentialityConfidential InformationThis information provides a general strategic view of Ellucian’s anticipated futureofferings. The information in this document is confidential and proprietary to Ellucianand neither the document nor its contents can be disclosed to anyone without a writtenobligation of confidentiality in place with Ellucian.Forward Looking StatementsThe information in this document is not a commitment, promise or other obligation todeliver any material code or functionality, and it should not be relied upon in makingany purchase decision. Development and release of Ellucian products and servicesmay change, without prior notice, at Ellucian’s discretion. 2018 Ellucian2

Agenda1What’s New in Banner 9 Admin2What’s Now for Banner Human Resources3What’s Next for Banner Human Resources4Wrap-Up 2018 Ellucian3

TheEmpoweredCampus 2018 Ellucian4

What’s New with Banner 9 Admin 2018 Ellucian6

feature in Banner 9 that our“ “Aemployees have appreciated isthe ability to search for a form bykeyword or subject. They don’thave to learn the Banner pagenames anymore!””SHANNA DEMENTDirector,Compensation & HRISSan Jacinto College 2018 Ellucian7

Banner 9 – Focused ImprovementsQuality and Usability releases every quarter 2017 Ellucian

Banner 9 – Focused ImprovementsQuality and Usability releases every quarterCompact Page Layout for enhanced viewing 2017 Ellucian

Banner 9 – Current (Expanded) Page LayoutEmployee (PEAEMPL) 2018 Ellucian10

Banner 9 – Compact Page LayoutEmployee (PEAEMPL) 2018 Ellucian11

Banner 9 – Focused ImprovementsQuality and Usability releases every quarterCompact Page Layout for enhanced viewingPrinting includes more page content 2017 Ellucian

Printing - CurrentEmployee (PEAEMPL) 2018 Ellucian13

Printing – ImprovedEmployee (PEAEMPL) 2018 Ellucian14

Banner 9 – Focused ImprovementsQuality and Usability releases every quarterCompact Page Layout for enhanced viewingPrinting includes more page contentApplication Navigator new menu experience 2017 Ellucian

Application Navigator – Current 2018 Ellucian16

Application Navigator – New Menu Experience 2018 Ellucian17

Banner 9 – Focused ImprovementsQuality and Usability releases every quarterCompact Page Layout for enhanced viewingPrinting includes more page contentApplication Navigator new menu experienceSearch/Filtering options 2017 Ellucian

Search/Filtering – Current (Advanced Search)Payroll Calendar Rules (PTRCALN) 2018 Ellucian19

Search/Filtering – New Default (Basic Filter)Payroll Calendar Rules (PTRCALN) 2018 Ellucian20

What’s Now with Banner HumanResources 2018 Ellucian21

What’s Available In Banner 9AdministrativeApplications Banner General Banner Student Banner Human Resources Banner Finance Banner Financial Aid Banner Student Aid Banner Advancement Banner Accounts ReceivableSelf-Service Applications StudentHuman ResourcesRegistrationStudent Advising ProfileAttendance TrackingFaculty Grade EntryClass Roster General Personal Information Direct Deposit CommunicationManagementEmployee ProfilePosition DescriptionEffort ReportingLabor RedistributionTime Entry (new!)Finance My Requisitions My Finance Query 2018 Ellucian22

Employee Experienceü Employee Profileü Position Descriptionü Effort Reportingü Labor Redistributionü New! Time Entryü Personal Informationü Direct Depositü Communication Management 2018 Ellucian23

I like the most about“ “WhatEmployee Profile is the ease ofuse. People were using it and Iwasn't getting a lot of questionsabout it, because it was easyfor them to use.””STEPHANIEBOLEDOVICHHR Systems ManagerLansing CommunityCollege 2018 Ellucian24

Employee Self-Service - Employee Profileü Dashboard to personal,employment, and jobrelated informationü Supervisor view of teaminformationü Main access to 9.x and 8.xself-service applicationsü Configurableü Mobile-ready 2018 Ellucian25

Employee Self-Service - Position Descriptionü Create, edit, route, andapprove job descriptionsü Template-basedü History tracked in positiondescription libraryü Attach supportingdocuments as needed 2018 Ellucian26

Employee Self-Service - Effort Reportingü Provides for PI andemployee certification ofeffort performed onresearch grantsü Facilitates U.S. federalcomplianceü Automates grant fundingchanges during certificationwith Labor Redistribution 2018 Ellucian27

Employee Self- Service - Labor Redistributionü Provides for entry andapprovals of labor changesafter a payroll has beencompletedü Enables decentralizeddepartmental entryü Can be used standalone orin conjunction with EffortReporting 2018 Ellucian28

General Self-Service - Personal Informationü View, edit, and/orupdate bio/demoinformationü Optional entry ofPreferred Name, GenderDesignation, andPersonal Pronounü Access through GeneralSelf-Service orEmployee Profileapplication 2018 Ellucian29

General Self-Service – Direct Depositü Employees and students canadd, edit, or delete accountdetailsü Masking available forsensitive dataü Notification can be providedfor added and changedentriesü Access through GeneralSelf-Service or EmployeeProfile application 2018 Ellucian30

General Self-Service – Communication Managementü Create, schedule, and tracktactical and transactioncommunications fordefined populationsü Manage communicationsby administrative areaü Provide email, EllucianMobile messages, andPDFs 2018 Ellucian31

Ellucian Ethos Platform 2018 Ellucian32

HumanResourcesTalentManagementFinanceEllucianEthos PlatformTravel &ExpenseeProcurementEmbracing theentire campusthrough a unifiedsolutionTime &Attendance 2018 Ellucian33

Ellucian Resources34 2018 Ellucian34

has stepped into our Ethos Integration“ Eckerdjourney as part of Ellucian's Lighthouseproject. We look to soon be able automatetransfers such as open-enrollment and ePAFthrough Ethos Integration to ensure baselinefunctionality places the data into Banner. WithLighthouse, Ellucian is providing additionalguidance for that journey.”FRANK ABNEYAssistant Director ITSEckerd College 2018 Ellucian35

Ellucian Ethos API Management Center36 2018 Ellucian36

Ellucian AnalyticsEmbracing the entire campusthrough a unified solutionü Built for usersü One data source powers theentire institutionü Higher Education-focusü All functionality integrated,mobileü Role-driven content37 2018 Ellucian37

Ellucian Analytics – Workforce ManagementAvailable Tilesü Active Employee Overviewü Retirement Eligibility Impactü Employment Profileü Compensation Analysisü Termination Reason Analysisü Terminated Employee Overviewü New Hire Trendü Termination Trendü Employment Trend Compareü Geographic Distribution Composition38 2018 Ellucian38

Ellucian Analytics – Employee Retention 2018 Ellucian39

Ellucian WorkflowOptimize your businessprocessesü Event drivenü Automate paper-based,manual processesü Drag & drop user interfaceü Templates available 2018 Ellucian40

Ellucian Workflow – Example Templates Availableü Employee Onboardingü Department Leave Requestü Person Visaü IT Provisioningü Room Requestü Wi-Fi Access Request 2018 Ellucian41

Ellucian Talent Management SuitePowered by Cornerstoneü Manages the employeeengagement lifecycleü Enables recruiting, hiring, andon-boardingü Provides learning andperformance managementthrough workforce andsuccession planning 2018 Ellucian42

What’s Next for Banner HR 2018 Ellucian43

Banner Human ResourcesRoadmap Summary2018Q1 2018 Administrative updates to support Quality and Usability Ethos API enhancement for Create/Update for Employee API andInstitution Jobs APIQ2 2018 Administrative updates to support Quality and Usability General Data Protection Regulation data collection support anddocumentation (April) Time Entry and Leave Management Self-Service Gender/Personal Pronoun review and maintenance Workforce Management Enhancements powered by Ellucian AnalyticsQ3 2018 Administrative updates to support Quality and Usability Address Change powered by Ellucian WorkflowThe information in this document is not a commitment, promise or other obligation to deliverany material, code or functionality. The document and its contents are subject to change,without prior notice, at the sole discretion of Ellucian.Q4 2018 Administrative updates to support Quality and Usability Ethos Data Models and API support for Employee Timesheets, PayrollDeductions, and Leave Accruals Benefits powered by Ellucian Workflow 2018 Ellucian44

Banner Time Entry and Leave Management 9NEW!Feature Highlights Configure time in/out or clock in/out intervals Prevent employees from approving their own timedocuments Selection of approver when multiple incumbents exist orthere are vacancies Provide notifications to employees and approversof the need to enter time, correct time, and/orapprove time Monitor employees with multiple jobs and preventoverlapping work hours across their time sheets Modify or remove previously submitted leave requests forthe same time period once approved 2018 Ellucian45

Banner Time Entry and Leave Management CustomerDevelopment Partner Group 2018 Ellucian46

Available Resources for Time Entry and Leave ManagementDocumentation Time Entry Handbook Employee Self-Service 9.7 ReleaseGuide Employee Profile 9.7 Handbook Employees Self-Service InstallationGuideWorkshop Webinar recorded segmentsavailable on eCommunitiesTopicOverview of Time Entry and LeaveManagementFocus on TimesheetsFocus on Leave RequestsFocus on Leave 12903 2018 Ellucian47

Product Calendar Dashboardü Available via the EllucianSupport Centerü Real-time access to updatesü Includes navigation, filter,and search capabilitiesü Ability to view online and toexport for sharingü Shows enhancement,regulatory, patch, andlocalization release details 2018 Ellucian48

Regulatory Reminder: Banner HR 8.x INBBanner HR 8.x INB regulatory releases provided through November 2018NO Banner HR 8.x INB regulatory releases in December 2018 Includes 2018 tax year reporting for U.S., Puerto Rico, California, and Canada ONLY applies to Banner 8 releases on Oracle Forms (INB) Banner Self-Service 8 regulatories will be released in December 2018 and beyond**Information also found in the Banner 9 FAQ located on the Banner 9 Guide49 2018 Ellucian49

Releases in 2018June 2018 – Quality and Enhancements Banner HR 8.15, Banner Position Control 8.15, and Employee Self-Service 8.15Banner HR 9.3.7, Banner Position Control 9.3.7, and Employee Self-Service 9.7August 2018 – Quality Banner HR 9.3.x and Employee Self-Service 9.8December 2018 – Year End Regulatory (U.S., Puerto Rico, Canada) Banner HR 9.3.x and Employee Self-Service 8.15.x Requires Banner HR 8.15 (database) and will be identified during upgrade via EllucianSolution Manager (ESM)Future Customer Development Partner Groups Electronic Personnel Action Forms (ePAFs) Application process announced in Fall on eCommunities for volunteers 2018 Ellucian50

Ellucian Talent Management Suite – Phased Integration Employee Workers Locations Job Etc EmployeePerformanceNew Hire &OnboardingCore DataPerformance New Hires &Onboards Users Division OU Location OU Position OU Cost Center OU Custom OU UserPerformance51 2018 Ellucian51

Wrap-Up 2018 Ellucian52

eCommunities Collaborationü Peer-to-peer engagementü Ellucian announcementsü Knowledge sharingü Community involvement 2018 Ellucian53

Summary1What’s New in Banner 9 Admin2What’s Now for Banner Human Resources3What’s Next for Banner Human Resources4Wrap-Up 2018 Ellucian54

What’s new in Banner HRGIDEON SANSTRADirector – Global Services, EllucianGideon.Sanstra@ellucian.com

Banner HR 8.15, Banner Position Control 8.15, and Employee Self-Service 8.15 Banner HR 9.3.7, Banner Position Control 9.3.7, and Employee Self-Service 9.7 August 2018 - Quality Banner HR 9.3.x and Employee Self-Service 9.8 December 2018 - Year End Regulatory (U.S., Puerto Rico, Canada) Banner HR 9.3.x and Employee Self .