Faculty Load and Compensation Part 2 HR Consultant Steve Merlau

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Faculty Load and Compensation
Part 2
Steve Merlau
HR Consultant
General Announcements:
• Please turn off all cell phones/pagers
• If you must leave the session early,
please do so as discreetly as possible
• Please avoid side conversations
during the session
• Questions will be answered …..
Thank you for your cooperation
INTRODUCTION
 Flow
of data
 Functionality
 Successful
created
of the Web application
completion when Job records are
CONNECT TO COMMUNITY.
At SunGard Summit, come together as a
community dedicated to education.
Academic Administrator view and Faculty Member View
EMPLOYEE SELF SERVICE
FUNCTIONAL FLOW
Run process to
create extract
If record is locked, it
can be ‘Applied’
Administrator
views/updates records
Job Update Process
Faculty Member is
Locked when complete
Update to employee jobs
PROCESS FLOW IN SELF SERVICE
Employee Self Service
Menu
Filter by Term
Then: College
Campus
Department
Organization
Summary
Employee
Summary
Search by
Employee
Faculty
Member sees
this selection
Release 8.0
From Banner
Student
From Banner
Position Control
Compensation
View
Salary
Compensation
View
Course
Compensation
View
Job
Assignment
View
SALARY COMPENSATION VIEW
 Designed for
Full-Time, Salary Based Contracts
 Ability to display Current Salary within the Position
 Ability to review Faculty Load factors extracted from
Student
 Can support multiple contracts
 Overload payment can be constructed with Load
factors
 Overload can be associated with Instructional or
Non-Instructional activities
 Links allow the display of:



The Job Detail information
Workload breakdown
Course Details
Move instructional
component to Overload
Data moved from Instructional block and computed
in Overload.
Effect of Overload displayed in Job Assignment Total
Position Search ability for construction of Overload
Course Information
Link
Workload Factor
Link
COURSE COMPENSATION VIEW
 Calculations
on Course Based Contracts
 Two-tiered View – Summary and Detail
 Ability to assign Increments to course
 Ability to view/change Faculty Level for Base
Rates
 Computes based upon pre-established rules
 Links for Course Information, Course Calculation
Detail and Job Detail
Link to Course
Calculation
Link to Job Assignment Detail
JOB DETAIL PAGE
 Calculated
during the Extract Process
 Resides with each contract and accessible from
Salary or Course View
 Dynamically changes when adjustments are
made
 Determines Primary, Secondary and Overload
 Determines Payroll date span of the assignment
 Calculates Contract Pay Periods
 Maintains Job Detail, Default Earnings, and
Labor Distributions
Administrator can override any pay component – System
will store and report calculated and overridden.
Accounts determined from Schedule Override, Current
Position Assignment, or Position Budget. Multiple courses
assigned to the same position, Labor Distributions are
distributed in proportion to the course value.
ADDITIONAL SELF SERVICE PAGES
Lock/Unlock View for Completed Records
 ‘Lock
/ Unlock’
Used in Faculty Compensation to freeze data in
preparation to apply the job assignment
 Users can view data only
 Prevents users from making changes
 Hierarchical - Users with access to a predecessor
organization may unlock and update data
 Only locked records can be applied to NBAJOBS

Reports Lock Status, Acknowledgement, and Apply Status
ADDITIONAL SELF SERVICE PAGES
Faculty Member View and Acknowledgment
 Summary of Compensation and Payment Details
 Can be accessed by administrator
 Can view if the status is ‘Locked’ or ‘Applied’
 Ability to download data
Banner Document
Management controls
Faculty Member or Administrator can download data
PROCESSING AND REPORTING
 Job




Apply Process - PEPFCAP
Mass Apply process run through Job Submission
Selects Faculty records in a ‘Locked’ status
Utilizes Jobs API function to edit and insert records
Parameters:
Term
 Report mode (edit & validate) or Process mode (edit &
update)
 Suppress ‘Warning’ message option

PROCESSING AND REPORTING
 Job
Apply Process

Output report details Employee, Job Assignment
information, and Diagnostic Messages

Totals at the conclusion will report Number of
Employees selected, Number of Employees Updated,
and Number of Employees with ‘Errors’
PROCESSING AND REPORTING
 DC
Features

Banner Document Management Suite – ability to
attach contractual document to Faculty member
view;

Workflow event – an event is created when
Administrator locks in faculty compensation (for
possible incorporation of email notification
workflow).
Open to the Floor
• Questions
• Comments
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