Banner Navigation
and
Forms
http://mtsu.edu/banner
Presentation Objectives
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Access MTSU Banner
Banner Navigation Methods
Banner Menus
Banner HR and Position Forms
Help
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Accessing MTSU Banner
At Your Desk
 Use Internet Explorer as Web Browser
 http://mtsu.edu/banner
 Click on Internet Native Banner (INB)
Production Database
 Login using Banner ID and Password
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Navigation Methods
 Main Menu – An overview of Banner arranged in a top to
bottom level format: system, module, and form
 My Banner – Build a custom menu
 Site Map – A display of Banner systems with
corresponding modules (another view of the Main Menu)
 Direct Access – Access a form by its name
 Object Search – Find a form, job or QuickFlow by using
part of its name
 Options Menu – From within a form you can access other
forms, windows and blocks related to the current form,
window and block
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Navigation
 Icons – Click on icons on the toolbar to navigate
and perform various functions
 Pull-down menus– Click on menus on the menu
bar to navigate and perform various functions
 Keyboard equivalents – Use the keyboard to
navigate and perform various functions
 Last 10 forms in the File menu – You can quickly
access a form that was previously opened in the
current session
 Go To – Can access forms that you have opened
in current session by using your up and down
arrow keys
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Banner Main Menu
Menu Bar
Direct Access
Forms
Menu
Tree
Structure
Auto Hint
Status Line
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Main Menu
 Provides an overview of the menus,
forms, jobs, and quickflows in Banner
 Used to navigate through Banner
 Arranged in a hierarchical tree structure
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Main Menu
 Shows the various levels of menus: Banner, System
menus, Modules within the systems, and forms within
modules
Click on plus
sign to expand
menu and the
minus sign to
collapse menu
Double click,
or press Enter
to open the
form
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Direct Access
 Allows direct access to forms by name
Direct
Access
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Menu Bar
 Offers a variety of
pull-down menus
for navigating
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Horizontal Toolbar
 Set of icons that represent shortcuts for
performing common functions
Display BDMS
Document
Roll Back
Next Block
Exit
Execute Query
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Shortcut Buttons
Function
Keyboard Shortcut
Rollback
Shift + F7
Select
Shift + F3
Enter Query
F7
Execute Query
F8
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Shortcut Buttons
Function
Keyboard Shortcut
Previous Block
Ctrl + PgUp
Next Block
Ctrl + PgDn
Online Help
Exit
Ctrl + Q
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Auto Hint/Status Line
 Briefly describes the field where the cursor is located
 Error messages and processing messages appear
here
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Object Search
 Located in the File
menu
 Enter all or part of
form name
 Use % for wildcard
 Press F8
 Highlight form
 Press Start to go to
form
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Option Menus
Select the
Options menu
to navigate to
other sections
of form, or
related forms
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Keyboard Equivalents
 Click on Help -Show
Keys or (Ctrl + F1)
to see keyboard
equivalents
 List is specific to the
open form
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Form Names
All Banner forms have seven-character names
with the following structure:
 Position 1:
 Identifies the system owning the form
 Position 2:
 Identifies the module for the application
 Position 3:
 Identifies the type of form
 Positions 4, 5, 6, and 7:
 A unique four-character name description
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Form Names
G
U
A
P
S
W
D
General
Utility
Application
Abbreviation of Form
(Password)
GUAPSWD = Oracle Password Change Form
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Types of Forms
 Banner uses different types of forms:
 Main Menu – Use this form to navigate through
Banner. (GUAGMNU)
 Application forms – Use these forms to enter,
update, and query information. This is the most
common type of form. (GUAPSWD)
 Inquiry forms – Use these forms to look up existing
information to the calling form. (PEISALH)
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Parts of a Form
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A field is the smallest part of a form
Fields grouped together make a record
Records grouped together make a block
Blocks grouped together make a form
The driving block of a form is the Key Block
Think of a file folder. The key block is the
information on the outside; blocks are the pages
within.
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Parts of a Form
Key
Block
Information
Block
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PEAEMPL
Enter ID# or Tab to
Name Field
Shows Employee
Status and
Classification Info
Shows Dept Org
Auto Hint
Status Line
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PEAEMPL – Regulatory Info
Supplemental
Data Engine
If Data will look
like this
Expiration
Date of I-9
Auto Hint
Status Line
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PEALEAV – Employee Leave Balances
Enter ID# or Tab to
Name Field
Auto Hint
Status Line
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NBIJLST – Employee Job Inquiry
Enter ID# or Tab to
Name Field
Enter Query Date –
Conversion 7/1/2005
Lists of Positions
Active as of Query
Date
Shows Detail of
Position
Highlighted
Auto Hint
Status Line
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NBAJOBS – General Job Tab
Enter ID# or Tab to
Name Field
Enter Postion # or Click
on Drop Down Box to
Access Postions
Numbers
Enter Query Date –
Conversion 7/1/2005
Shows Deferred Balance
and Contract Dates for
Modified Employees
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NBAJOBS – Job Detail Tab
Shows Annual Salary,
Monthly Salary, Hourly
Rate, Job FTE
Salary Grade
Auto Hint
Status Line
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NBAJOBS – Payroll Default Tab
Timesheet Orgn
Can be different than
Home Dept Org on
PEAEMPL
Auto Hint
Status Line
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NBAJOBS – Deferred Pay Tab
Shows Deferred Amt Per
Pay Period (if no pay
adjustments)
Auto Hint
Status Line
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NBAJOBS – Default Earnings Tab
How Banner tracks
Longevity Payments
Auto Hint
Status Line
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NBAJOBS – Labor Distribution Tab
FOAPL – where salary is
charged
Auto Hint
Status Line
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NHIDIST – Labor Distribution History
Enter COA # of “M” and
Orgn Number
Go to Next Block
Hit F8 to execute query
Auto Hint
Status Line
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PEISALH – Employee Salary History
Enter ID# or Tab to
Name Field
Enter Query Date –
Conversion Date
7/1/2005
Auto Hint
Status Line
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PEISALH – Cont.
Auto Hint
Status Line
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PEAFACT – Faculty Tracking
Enter ID# or Tab to
Name Field
Auto Hint
Status Line
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PPAGENL – General Information
Enter ID# or Tab to
Name Field
Auto Hint
Status Line
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Quick Hints
 Banner runs with two windows open.
Closing one of the windows will end the
Banner session.
 The wildcards for Banner are “_” (one
space) and “%” (one or more spaces)
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Help
 Types of Help
 Online Help
 Dynamic Help
Query
 Show Keys
 Help (Item
Properties)
 Auto Hint
 SCT Banner
Bookshelf
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Dynamic Help
 Banner Dynamic Help
 Provided by Ellucian and is updated with each
system upgrade
 Local Dynamic Help
 Written and maintained by MTSU
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Banner Bookshelf
 Provides access to user manuals, release
guides, and other available system
documentation directly from your computer
 Can be accessed from the
http://mtsu.edu/banner
 Disable your pop-blocker if you use one
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Questions?
Middle Tennessee State University
Human Resource Services
(615) 898-2929
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NBAPOSN – Position Definition
Position Title,
Classification, and
Salary Grade
Auto Hint
Status Line
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NBAPBUD – Position Budget Tab
Enter Fiscal Year and
Position # or Access all
positions by clicking
pull down menu
Shows status of
position and type
Shows position end
date, if any
Auto Hint
Status Line
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NBAPBUD – Salary Budget Tab
Shows Position Orgn –
Can be different than
what is on Employee
Job Record (NBAJOBS)
or Employee Info
(PEAEMPL)
And Total Dollars
Budgeted for a Position
Auto Hint
Status Line
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NBAPBUD – Labor DistributionTab
Shows Position Orgn –
and FOAPL Assigned to
Position – Shows if
Position is Split
Between Accounts and
How Much is Budgeted.
Can be different than
what is on Employee
Job Record (NBAJOBS)
Auto Hint
Status Line
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NBAPBUD – Comment Tab
Shows any notes related
to the position.
Comments are only for
the current fiscal year.
Auto Hint
Status Line
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NBIPINC – Position Incumbent List
Enter Postion # or Click
on Drop Down Box to
Access Postions
Numbers
Query Date defaults
to today –
Conversion 7/1/2005
Status
‘A’ = Active
‘T’ = Terminated
End Date if terminated from
the Job
Auto Hint
Status Line
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NBIPORG – Position List by Orgn
Query Date defaults
to today –
Conversion 7/1/2005
Enter Organization # or
Click on Drop Down Box
to Access Organization
Numbers
List of all position numbers
associated with the
organization – old
numbering scheme had first
3 digits the same for a
department, but it is
gradually getting mixed up
Shows Status
‘A’ = Active
‘C’ = Cancelled
ShowsType
‘S’ = Single
‘P’ = Pooled
Budget FTE =
1.0 full time
Job FTE = 1.0 filled or
.000 unfilled
Auto Hint
Status Line
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NBIPORG – Position List by Orgn – Grants
Enter Organization # or
Click on Drop Down Box
to Access Organization
Numbers
Grants are included, so
must be careful when
looking for a position
number to be sure you have
the correct one. Verify the
index by going back to
NBAPBUD Labor
Distribution Tab
Auto Hint
Status Line
End Date on Grants
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ePrint Reports
Login to ePrint choosing
Banner Human Resources Repository
https://eprint.mtsu.edu/cgi-bin/eprint.cgi
NZRBUDG – Salary Budget / Labor Dist Report (by Index)
NZRBUDO – Salary Budget / Labor Dist Report by Organization
Both reports show actual salaries and benefits
for the month and year to date
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NZRBUDG
Only regular positions have
a budget. Not group
positions
Includes:
Current month salary and
hours
Year-to-date salary and
hours
Encumbrance for the year
Remaining available balance
Also includes all benefits
and longevity
Anything charged to a 61xxx
or 62xxx account code
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Questions?
Middle Tennessee State University
Human Resource Services
(615) 898-2929
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