SAINT LOUIS UNIVERSITY
Human Resources Module
Banner Version 8.10.1
Human Resources
Information System:
Navigation
Participant Training Guide
Revised 1/30/14
Saint Louis University
Human Resources Division
Office of Human Resources Information Systems
3545 Lindell Blvd.
St. Louis, MO 63103
(314)977-2360
Saint Louis University
Human Resources Information System: Navigation
Participant Training Guide
Introduction
T
he Human Resources Information System (Banner) is part of a web-based,
administrative software application developed by Sungard Higher Education.
This system provides Saint Louis University with online administrative
functionality. The system integrates data from Human Resources, Finance,
Student, Financial Aid, and Alumni and Advancement areas. This feature enables
authorized users to access information existing on other systems. The Human
Resources Information System is a complete employee information and
management system within the integrated product. Employees accessing
information in the system make a commitment to treat the information as
privileged and confidential.
The Human Resources Information System consists of two components:
 Internet Native Banner (INB), and
 Self Service-Employee menu.
Authorized employees may access INB to look up departmental employee
information, and enter departmental time keeping information (where applicable).
Employee authorized to initiate and/or approve personnel record changes access
the Self Service, Employee menu to initiate and approve electronic personnel
actions (EPAFs).
University employees access Employee Self Service to verify, and in some cases
update, their demographic, biographic, benefits, and payroll-related information.
In addition, authorized employees will enter their timecard or leave report
information electronically in Employee Self Service. Electronic time entry and
leave reporting instructions are available through the Payroll Services Office.
This training program is designed to help participants become familiar with basic
navigation for Banner and obtain an understanding of commonly used forms in the
Human Resources module (version 8.x) of the Internet Native Banner system.
Training for origination of Electronic Personnel Action Forms (EPAFs) is provided in
a separate program.
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Table of Contents
Chapter 1 Getting Started in Internet Native Banner (INB) ..................... 1-1
Lesson 1 – 1: Log on to Internet Native Banner (INB) .............................. 1-2
Lesson 1 – 2: Banner General Menu Overview ....................................... 1-3
Lesson 1 – 3: Customizing the My Banner Menu ..................................... 1-4
Lesson 1 – 4: Log Out of Internet Native Banner .................................... 1-6
Chapter 2 INB Forms & Navigation .................................................. 2-1
Lesson 2 – 1: Banner Form Types and Naming Conventions ....................... 2-2
Lesson 2 – 2: Opening and Closing Banner Forms ................................... 2-3
Lesson 2 – 3: Identifying Banner Form Components ................................ 2-7
Lesson 2 – 4: Form Navigation With Menus .......................................... 2-8
Lesson 2 – 5: Form Navigation With Toolbars ...................................... 2-11
Lesson 2 – 6: Banner Searches – IDs, Names, fields ............................... 2-14
Chapter 3 Commonly Accessed Forms in the Human Resources Module ..... 3-1
Lesson 3 – 1: Employee Information - PEAEMPL..................................... 3-2
Lesson 3 – 2: Employee Job Information - NBAJOBS................................ 3-3
Lesson 3 – 3: Position Information - NBAPOSN ...................................... 3-7
Lesson 3 – 4: Position List by Organization - NBIPORG ............................. 3-8
Lesson 3 – 5: Position Incumbent Listing - NBIPINC................................. 3-9
Lesson 3 – 6: Employee Leave Balances – PEALEAV................................ 3-10
Appendix A: Employee Class Code Listing ............................................. A
Appendix B: Forms and Navigation Job Aid ............................................ B
Appendix C: Confidentiality and Security Agreement ............................... C
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CHAPTER 1: GETTING STARTED IN INB
Chapter
1
Chapter 1 Getting Started in Internet
Native Banner (INB)
Chapter Objectives:
After completing this chapter, you will be familiar with:
 Logging on to Internet Native Banner (INB)
 Navigating in the General Menu
 Adding and Removing Forms on the My Banner Menu
 Logging out of Internet Native Banner (INB)
I
nternet Native Banner (INB) is utilized by authorized departmental users to look
up information about the positions, labor distribution, and employees in the
department. The departmental user will access various forms in the INB
system to review this information. To obtain access to the appropriate forms in
the Human Resources Module, users need to complete a request for access form,
available on the Human Resources website:
https://saintlouis.onbmc.com/arsys/servlet/ViewFormServlet?
Once a user has been authorized to access the Human Resources module of INB,
they will need to log on to the system. This chapter covers the log on process and
explores the General Menu in INB.
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CHAPTER 1: GETTING STARTED IN INB
Lesson 1 – 1: Log on to Internet Native Banner (INB)
To access the forms in INB, you must have authorization to view forms in the INB
system. (See chapter introduction, previous page.) Once you have the
appropriate authorizations, you can log on to INB by following these instructions.
Accessing INB through Gateway
The Banner (INB) system may be accessed through the MySLU portal.
1. Open Microsoft Internet Explorer on your computer.
2. In the Address field, enter: mySLU.slu.edu and press Enter.
3. Enter your username and password. (Contact Information Technology
Services Customer Service at 977-4000 if you need assistance with your
username or password.)
4. On the Tools menu, locate the Internet Native Banner link. Click on the link
to open INB. Since you entered your username and password to log in to
the MySLU portal, you do not have to log in again for INB.
Figure 1-1: mySLU Tools tab
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Figure 1-2: Internet Native Banner
link
CHAPTER 1: GETTING STARTED IN INB
Lesson 1 – 2: Banner General Menu Overview
The General Menu (figure 1-3) is the initial form accessed when you logon to
Internet Native Banner (INB). This menu contains all of the sub-menus for
accessing the various forms in each functional module (Human Resources, Student,
Financial Aid, Alumni/Advancement, or Finance). You may need to adjust your
screen resolution to view the entire screen.
1. Menu bar
3. Forms access field
4. Menu Tree
(Main Menu)
2.
5. Links to
related web
pages/tools.
6. Auto hint
Bar
Figure 1-3: General Menu
1. Menu Bar - The menu bar is similar to those found in windows applications. This
menu allows you to select options or commands that help you to navigate and
perform various functions in Banner.
2. Products drop down button - Links to other INB systems are provided on this
bar, including Finance, Human Resources, Student, Financial Aid, and Alumni. You
must be authorized to access the forms in these systems. If you click on a system
area, the area’s menu will expand in the Main Menu tree and display additional
forms.
3. Forms Access Field - The form access field (“Go To:” field) is used to access
specific forms. This topic will be covered in another lesson.
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CHAPTER 1: GETTING STARTED IN INB
4. Menu Tree - The menu tree consists of expandable menus for each system,
including Finance, Human Resources, Student, Financial Aid, and Alumni. It
includes a My Banner menu that can be customized by the user to include forms
accessed on a regular basis.
5. My Links – This area contains links to SLU-specific web pages and tools related
to the system.
6. Auto Hint Bar - The auto hint bar provides error messages and hints for
navigating forms. Be sure to check the Auto Hint bar when you encounter a
problem in a form to determine if it provides a solution.
Lesson 1 – 3: Customizing the My Banner Menu
As you become familiar with Banner and the forms you will need to access, you
may want to customize Banner to make it more convenient and efficient for you.
My Banner is an area that you can use to create your own personal menu of forms.
When you first login to Banner, you see My Banner displayed as the first menu area
on the General Menu screen and in the Product Links bar. Follow the instructions
below to build a My Banner menu.
Building your My Banner menu
1. Logon to Banner.
2. Click on the folder next to My
Banner in the General Menu
(figure 1-4).
Figure 1-4: My Banner Menu
3. Double click on Empty; Select to build. [GUAPMNU] This displays the My
Banner Maintenance form (GUAPMNU). Once you have customized My
Banner, this option will read Organize My Banner [GUAPMNU].
4. Choose the type of object you wish to add to your personal menu from the
drop down window at the top, left corner of the screen. For departmental
users, this will be “Oracle Forms Module”.
Sort Objects
Note: To sort the list of objects alphabetically so that it is easier
to find the item you want, click the Sort Object List button.
Forms will appear in alphabetical order by form name.
5. Scroll through the left window pane of items, until you find the object
(form) to be added to your personal menu list in the right window pane.
You can also type the form name directly into the object field.
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CHAPTER 1: GETTING STARTED IN INB
6. Select (highlight by doubleclicking on the name) the item
that you would like to add.
7. Continue scrolling through the form names and select all of the forms you
wish to add (highlight each by double-clicking on each form name)
8. Click on the Insert Selection button to add the item(s) to your
Personal Menu.
9. Once forms are listed on the right side of your screen, you can
change the description for each form by typing over the current description.
System Description for NBIPORG
My description typed in for NBIPORG
10. Once you’ve added all the desired forms and entered any new descriptions,
click Save.
11. Close the GUAPMNU form. (Click on the
button.)
12. Exit Banner and logon again to see changes reflected in your My Banner
menu, or just click on the “Menu” link on the Banner Home Page.
Removing forms from My Banner
1. Logon to Banner.
2. Access the GUAPMNU form.
3. Select (double-click on the item to highlight and select) the items you wish
to remove from the right window pane.
4. Click on the Delete button (<) to remove the selected items from
your My Banner menu.
5. When finished, save your changes.
6. Exit the form.
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CHAPTER 1: GETTING STARTED IN INB
7. Click on the “Menu” link on the Banner Home Page or Exit Banner and log
back in to see changes.
Lesson 1 – 4: Log Out of Internet Native Banner
When you are finished with a Banner session, be sure to log out and close the
Banner system to ensure security of SLU’s information.
1. Close the forms you have opened by clicking on the Exit
(top right of the screen). Close each open form.
icon
2. In the General Menu, click on the Exit icon to exit and log off the Banner
system.
3. Close Internet Explorer to complete your system log off.
Exercise 1: Add forms to the My Banner menu
Add the following forms to your My Banner menu*:
PEAEMPL
NBAJOBS
NBAPOSN
NBIPORG
PEALEAV
NBIPINC
Tips: Sort the forms in alphabetical order using the Sort Object List button.
Highlight all of the form names and then click on the insert selection button.
*Note: Some of these forms may not be listed due to the access that has been
requested and set up for you. If you find that you need access to a form that
isn’t available to you during this session, please complete an IT Security
Access Request form.
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CHAPTER 2: INB FORMS AND NAVIGATION
Chapter
2
Chapter 2 INB Forms & Navigation
Chapter Objectives:
After completing this chapter, you will be familiar with:
 Banner form types and naming conventions
 Opening and closing Banner forms
 Banner form components
 Navigating in Banner forms (Menus and Toolbars)
 Searching in Banner forms
A
form is an online document where the user may enter and look up
information in the Banner system. A form visually organizes information so it
is easier to enter and read. In Banner, a form is similar to a paper form,
except the information is entered once and then used by other forms, reports, and
jobs. Forms may include windows, window panes, dialog boxes, and alert boxes.
This chapter provides the user with an overview of Banner forms and navigation
options for the Banner system.
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CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 1: Banner Form Types and Naming
Conventions
For departmental users, there are four types of forms in Internet Native Banner
(INB):
Table 2-1: Types of Forms
Form Type
Used to
Main menu
Navigate through Banner. It provides an overview of
the menus, forms, jobs, and QuickFlows in the
system.
Application
Enter, update, and query information. These are the
forms
most common types of forms.
Query forms Look up existing information and to return
information to the application form. These forms are
accessed from another form. They cannot be
accessed from the Main Menu.
Inquiry forms Look up existing information. These forms can be
accessed from another form, the main menu, or with
Direct Access.
Form Naming Convention
INB uses a specific form naming convention. Each form is identified by a 7character name. Each character in the name signifies information about where
the form is located and its purpose in the system.
Example of a form name and INB naming convention:
Form: PPAIDEN
P
Indicates the system the form belongs in (P=HR/Payroll/Personnel)
P
Indicates the module that owns the form (P=General Person)
A
Indicates the type of form (A=Application)
IDEN Indicates the actual form. (IDEN=Identification)
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CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 2: Opening and Closing Banner Forms
There are various ways to access forms in Banner, including:
 the form access bar (Go To: field) on the General Menu
 expanding the menus listed on the General Menu to find the form and
double-clicking on the form name to open it on screen;
 using File, Direct Access from the Menu Bar;
 selecting available forms from the Options drop down menu on the Menu
Bar (available in each of the forms, not from the General Menu), and
 right-clicking in the window and selecting an available option/form.
General Menu Access from the Form Access Bar (Go To:)
1. Click in the form access bar (Go To: field).
2. Type the name of the form to be accessed (e.g., PEAEMPL)
Figure 2-1: Form Access Bar Go: field
3. Press Enter. The form appears in your window.
Expanding Menus
1. On the General Menu, Double click on the item name or the folder next to
the menu item
2. Once the menu is expanded, double- click on the
(folder) next to a
submenu title to expand that submenu; or double click on an
item name (or the
icon) to open a specific form.
Figure 2 - 2: Expanded Human Resources
Electronic Approvals menu
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CHAPTER 2: INB FORMS AND NAVIGATION
Collapsing Menus
Menus are collapsible by double-clicking on the
(folder icon) next to the
menu/item description to “drill up” (collapse or close) the selected item. You
may also double click on an expanded item name to collapse its menu.
Menu Bar Form Access: File, Direct Access
You can access (open) an additional form when you are already in a different form
in Banner.
1. Click on File at the top of your
Banner screen (on the Menu Bar) (Figure 23)
2. Click on Direct Access in the drop
down menu.
Figure 2-3: File Menu
Figure 2-4: Direct Access Field
3. A Direct Access field box appears
(Figure 2- 4) below the menu and icon bars.
Type a form name in the Go To: field and
press <enter>. The form appears in the
window.
 Checkpoint - When using Direct Access, other forms are not closed.
When
you exit the Banner System, you will need to close out of all open forms.
Menu Bar: Options Menu
The Options menu on the Menu Bar provides access to related forms or blocks from
the form currently in use. This menu is dynamic, providing different options based
on the form currently accessed. This menu is not available from the General
Menu.
In the example displayed in figure 2-5, the PEAEMPL form has been accessed and
the options menu provides a list of additional forms that may be helpful to the
user.
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CHAPTER 2: INB FORMS AND NAVIGATION
To access a form using the options menu:
1. Access a form (such as PEAEMPL)
2. Click on Options on the Menu bar.
3. Select the form you wish to access
and click on the name (such as NBAJOBS).
4. The form appears in your window,
providing you are authorized to view the
form and the person’s information.
Figure 2-5: Options Menu from the
Menu Bar
Right-Click Menu on a Banner Form
You may also access optional form menus by right-clicking in an open area on a
form. The menu will be similar to an options menu in that it will by dynamic – the
menu changes based on the form you have accessed and the options available for
that form.
Figure 2-6: Right-Click Menu
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CHAPTER 2: INB FORMS AND NAVIGATION
Close a Banner Form
To close a banner form, locate the
button on the icon bar and click on it once.
Banner closes the current form and returns you to the General Menu.
When you use this button on the General Menu, you will view a confirmation box
asking you if you want to exit the system. If you click on the “Yes” button, you
will be closed out of INB. If you click on the “No” button, you will return to the
General Menu.
Exercise 2: Open and Close a Form
1. Access the NBAJOBS form.
2. Use the Options menu to access the NBIPORG form.
3. Return to the General Menu.
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CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 3: Identifying Banner Form Components
Each INB form contains the following components:
Title Bar – displays the 7-letter form name and form description (title).
Key Block – contains key information that determines what is entered or displayed
on the form. Note: Information must be entered in the key block before you can
bring up additional information in subsequent blocks.

Generally an ID (9-digit Banner ID number) or a name will need to be
entered in the Key Block.

A position number may be required for some forms.

A date may be required for some forms to tell the system when to
begin to look for an action.
Information Block – displays data about the information entered in the Key Block
(e.g., employee’s employment information). A form may have one, two, or more
related information blocks. On most forms, the information blocks are displayed
in a tabbed format. You may click on a tab to access the additional information.
Auto Hint – displays information about the form and whether an error has been
encountered. May provide assistance/steps to resolve issues when processing.
Title Bar
Key Block
Information
block
(additional
information
blocks may
be tabbed)
Autohint
Figure 2-7: NBAJOBS Form and Form Components
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CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 4: Form Navigation With Menus
As in many windows applications, there are multiple ways to accomplish single
actions in Banner. Various keystroke combinations, toolbar icons (buttons), and
menus are available to move through the system and the forms. This lesson covers
some menus that are available to help you navigate in Banner. The next lesson
covers various toolbar iconic buttons and keystrokes that may be used to navigate
in Banner. Some actions that can be performed using menus may also be executed
using iconic buttons (toolbar buttons) or keystrokes.
Menu Bar
Figure 2-8: Menu and Toolbar in INB
Horizontal Toolbar
Menu Bar
The Banner menu bar, located at the top of every form, contains pull-down
menus. You can access a pull-down menu at any time, except when you are in a
dialog box, alert box, or accessing a list of values for a field. You must respond to
these windows before you can access a pull-down menu.
Note: If a pull down menu item is dimmed, that menu items is currently disabled
and cannot be accessed.
The File, Options, Block, and Query menus are covered in this lesson. Other
menus may be explored at the user’s convenience.
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Figure 2-9: File Menu
CHAPTER 2: INB FORMS AND NAVIGATION
File Menu
This menu contains standard Banner functions. The bottom of the menu lists the
last forms (up to ten) accessed during the current session. You can select any
form in this list to re-access it.
Some of the menu items allow you to call another form. When you exit the called
object, you return to the object you were previously using.
Generally, the file menu is used to perform a Direct Access function, print a
screen, or exit the INB system.
Table 2-2: File Menu Options
Options Menu
Navigation options vary from form to form and depend on where the cursor is
Use
To
Direct Access
Access a form by its 7-character name
Select
Return to the calling form entering the selected value
into the field that called the form
Rollback
Clear all information, except key information. Returns
you to the first enterable field in the key block.
Save
Save all changes entered since the last time you saved
Refresh
Update the screen to reflect system and other changes
made outside of your session
Print
Print the current window
Exit
Take you out of the current form or window. Prompts you
to Save new data and changes
Exit Banner
Exit from the Banner System and log out
Return to Menu
Returns you to the General Menu
Preferences
Display the Personal Preferences Maintenance Form
(GUAUPRF), which is used to customize Banner for
individual users
Last 10
Quickly return to forms that were used previously in this
session (up to ten).
located. You can use the Options menu in the menu bar to navigate within Banner.
Some options take you to other blocks and windows within the current form. Other
options take you outside the current form to other related forms. If you are
looking for a piece of related information that isn’t displayed on your current
form, look in the Options menu to see if it is available on another form.
Block Menu
This pull-down menu contains the functions used to navigate among the blocks of
information on a form.
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CHAPTER 2: INB FORMS AND NAVIGATION
Table 2-3: Block Menu Options
Use
To
Next
Move the cursor to the next block that has at least one
enterable field. If the next area is in another window, that
window is opened.
Previous Move the cursor to the previous block that has at least one
enterable field. If the previous block is in another window,
that window is opened.
Clear
Clear all information from the current block. (Information is
not removed from any records or tables.)
Figure 2-10:
Block Menu
Query Menu
This pull-down menu contains the functions used to query information in the
database based on specified criteria.
Table 2-4: Query Menu Options
Option
Description
Enter
Puts the form into query mode allowing you to enter
search criteria to select information already in the
database
Execute
Searches the database and displays the first set of records
that match your search criteria.
Last
Enters the criteria from your last search.
Criteria
Cancel
Cancels the query and takes the form out of query mode.
2-10
Figure 2-11:
Query Menu
CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 5: Form Navigation With Toolbars
Toolbars contain iconic buttons that perform common functions. Banner contains
a horizontal toolbar appearing directly under the menu bar. When you move your
cursor (mouse pointer) to an iconic button and pause, a bubble appears with text
that describes the function of that button. Standard iconic buttons are delivered
on the horizontal toolbar. These buttons help you navigate through banner menus,
forms, and fields.
Figure 2-12: Banner Form Toolbar
Accessing a toolbar button
To use a toolbar button, guide your mouse so that the pointer is on the button and
click on the button to activate its function.
Note: You can click on a button any time, except when you are in a dialog box,
alert box, or List of Values (LOV). You must respond to these windows before you
can continue to click a button. If a button is dimmed, the button is disabled and
cannot be clicked.
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CHAPTER 2: INB FORMS AND NAVIGATION
Buttons, Icons and Alternatives
Descriptions and actions for commonly used buttons are listed in the following
tables. Appendix C contains a job aid that summarizes common navigation buttons
and keystrokes.
Table 2-5: Toolbar Icons
Use
(Icon)
Save
Rollback
Select
Insert record
Remove
Record
Previous
Record
Next
Record
Previous
Block
Next Block
Enter Query
Execute
Query
Cancel
Query
Print
Exit
2-12
To
Alternatives
Menu
Commands
File
Save
File
Rollback
Keys
File
Select
Record
Insert
Record
Remove
ShiftF3
F6
Move the cursor to the first entry field Record
in the current information area
Previous
ShiftUp
Arrow
ShiftDown
Arrow
Save all changes entered since the
last save
Clear all information (except key
information) and return to the first
entry field in the previous block
Select a record when a query is
executed or double click your choice
Insert a record after the current
record
Remove the current record
Move the cursor to the first entry field
of the next record current
information block. If you are on the
last record, a new record is created.
Move the cursor to the previous
information block with at least one
entry field.
Move the cursor to the next
information block with at least one
entry field. If the next area is in
another window, the window is
opened.
Put the form into query mode
allowing search criteria to be
entered. Use to see if the
information is already in the database
In query mode, searches the database
for matching records. Displays
matches.
Remove the form from query-mode.
Does NOT affect a currently executing
query
Capture and print the current window
Close current window or form. If you
are at the opening screen, it exits
Banner.
Record
Next
Block
Previous
Block
Next
F10
ShiftF7
ShiftF6
CtrlPage
Up
CtrlPage
Down
Query
Enter
F7
Query
Execute
F8
Query
Cancel
Ctrl-Q
File
Print
File
Exit
ShiftF8
Ctrl-Q
CHAPTER 2: INB FORMS AND NAVIGATION
Accessing drop-downs and list of values for a field
The
button next to a field provides the user with access to a list of valid values
that may be entered in that field. Click on this button to view the list. Use your
left-mouse button to select and double-click on the value you want to bring back
to the calling form.
Accessing the Information Blocks in Forms:
1. Enter a form name to access in the Go To: field on the General Menu.
2. Enter the Banner ID for the employee in the ID: field of the form’s Key
Block. <Tab> to fill in the name.
3. Enter any additional key block information, if required.
4. Use the Next Block function to move into and populate the information
block.
 Click on the Next Block button in the toolbar; or
 Use the Block menu and select Next; or
 Press and hold the <CTRL> key and then press the <Page Down>
key.
Exercise 3: Navigating INB with Menus and Toolbar Buttons
1. Access the PEAEMPL form.
2. Enter your Banner ID in the ID field and press <Tab> to fill in your name.
3. Navigate to the information block (Hint: use the menu, a button, or
keystrokes for Next Block)
4. Rollback to the Key Block.
5. Exit and Return to the General Menu.
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CHAPTER 2: INB FORMS AND NAVIGATION
Lesson 2 – 6: Banner Searches – IDs, Names, fields
In many Banner forms the person’s Banner identification number will need to be
entered in the key block area before additional information can be accessed using
the Next Block functionality. If you do not know the employee’s Banner ID, you
will need to ask them to view their ID card or contact the HRIS office for
assistance.
 Checkpoint - It is very important that you select the correct person/ID in the
Banner system.
Queries
You can perform a query search in Banner for fields with a drop down button next
to them. There are three functions available to use when performing queries in
Banner.
Table 2-6: Query Functions
Use
To
Menu
Commands
Keystroke
Enter Query
Put the form into query mode
allowing search criteria to be
entered. Use to see if the
information is already in the database
In query mode, searches the database
for matching records. Displays
matches.
Remove the form from query-mode.
Does NOT affect a currently executing
query
Query
Enter
F7
Query
Execute
F8
Query
Cancel
Ctrl-Q
Execute
Query
Cancel
Query
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CHAPTER 2: INB FORMS AND NAVIGATION
Wildcard Search Characters
Wildcards are essential to performing quality searches in INB. Wildcards are
characters used as “place-holders” for letters that you do not know. If you were
searching for the NBAPOSN form but could only remember the first two letters of
the form, NB, you could use a wildcard as a placeholder for the other characters
and search for the form.
Wildcard symbols that may be used in searches are:
% (percentage sign) represents any number of unspecified characters.
_ (underscore) represents one occurrence of an unspecified character.
Table 2-7: Wildcards in Name Searches
To get these results
All last names that start with Pa
All names that have “nan” in them
All names that end in eau
All names that start with Sm and end with th
All names that have “U” as the second letter
Enter this
Pa%
%nan%
%eau
Sm_th
_u%
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CHAPTER 2: INB FORMS AND NAVIGATION
Employee Name Search
1. On the General Menu, type the name of the form to be accessed in the Go
To: field. For this example, type: PEAEMPL
2. Press Enter. The form (PEAEMPL in this example) appears in your window.
3. Press the Tab key to move the cursor to the 2nd field – this is the name
field. (If you have already looked up someone or entered a Banner ID for a
previous form, you will need to highlight the Banner ID number and press
the space bar on your keyboard to remove it and begin the name search.)
Name field
Figure 2-13: Name field in Key Block
4. Type all or a portion of the employee’s name in the field.
a. If you know their last name but are unsure of the first name, type the
last name, a comma, and a percent sign (wildcard placeholder):
Brown,%
b. If you know the first few letters of the last name but are unsure of
the full spelling, type the first few known letters and a percent sign:
Brow%
c. If you know their full first and last names, type in the last name, a
comma, and the first name: Brown, Bartholomew.
Note: The more you can type in for the person’s name, the narrower the results.
2-16
CHAPTER 2: INB FORMS AND NAVIGATION
5. Press Enter. The ID and Name Extended Search box appears with the
results of your search. The number of matches for your search is displayed
on the right.
6. Click on the drop-down arrow box to view the search results.
7. When you see the person you are searching for, click on their name. The
person’s ID number and name will be returned to the calling form. You are
ready to complete additional key block information, or if all key block
information is complete, to go to the next block.
 Checkpoint - If you are unsure whether you have identified the correct
record for the person you are searching for, please contact the Human
Resources Information Systems (HRIS) department for assistance.
Field Searches in Forms
When you are in a form, some fields will allow you to search for the data
you wish to input. Form fields with search capability have a drop-down
button next to the field.
In some fields, you can type in part of the field value along with a wildcard
symbol, then press ENTER. A separate window appears where you can choose from
a list of records containing the criteria entered.
You will need to be familiar with the Enter Query, Execute Query, and Exit Query
functions to complete these searches. Queries are not covered in detail in this
course. Please contact Human Resources (HRIS@SLU.EDU) if you need additional
information on querying the INB system.
2-17
CHAPTER 2: INB FORMS AND NAVIGATION
Accessing a List of Values (LOV)
1. Open the desired form.
2. If a field is displayed with a drop-down button, this form field requires data
values from a preset list.
3. Click on the drop down button to obtain a list of valid values.
4. From the list appearing in the pop-up box, select (double-click) the correct
entry to place selected data in the original form.
Exercise 4: Finding Banner ID Numbers
1. Access the PEAEMPL form.
2. Look up your Banner ID Number using a name search.
3. Remove your ID Number from the Key block (Press <Spacebar> in the ID
Field).
4. Find another employee in your department using Name Search
techniques.
Challenge Question:
If there are multiple results with the same last name, how can you verify that
you have selected the correct employee?
2-18
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Chapter
3
Chapter 3 Commonly Accessed Forms
in the Human Resources Module
Chapter Objectives:
After completing this chapter, you will be familiar with:
 Departmental User forms in the Human Resources
Module
T
he human resources module of the Internet Native Banner system provides
authorized departmental users with access to information about the
department’s employees, positions, labor distributions, and other relevant
information. This chapter provides an overview of some commonly accessed forms
in the human resources module. The following forms will be covered:






PEAEMPL – Employment Information
NBAJOBS – Employee Job Information
NBAPOSN – Position Description
NBIPORG – Position list by Organization
NBIPINC – Incumbent Information
PEALEAV – Employee Leave Balances
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CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Lesson 3 – 1: Employee Information - PEAEMPL
 Checkpoint - Users must be authorized to access and view the information on
the forms. Requests for additional organizational security to view forms may
be requested through the Human Resources Information Systems (HRIS)
department.
The PEAEMPL form provides basic information about an employee’s employment
status at Saint Louis University. Only one block of information is available on this
form.
Viewing the PEAEMPL form:
1. In the Go To: field on the General Menu, enter PEAEMPL.
2. Press <Enter>
3. Key block information must be entered in order to view additional detail in
the information blocks of a form. For this form, an Employee ID (Banner ID
number) or name will need to be entered. Enter the Employee ID number
and press the <Tab> key to fill in the name.
Key Block
First
information
block
Figure 3-1: PEAEMPL Form
4. Click on the Next Block button (or press Ctrl-PgDn) to fill in the information
block.
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CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
5. If you are authorized to view this employee’s information, the block will fill
in; however, if you are not authorized to view their information, an error
message will appear on the Autohint bar at the bottom of the screen.
6. To close this form, click on the Exit button.
 Checkpoint – The employee’s primary job Employee Class will be reflected on
this form. A list of Employee Class codes and descriptions is provided in
Appendix A.
Lesson 3 – 2: Employee Job Information - NBAJOBS
The NBAJOBS form provides basic information about an employee’s jobs at Saint
Louis University. Multiple blocks of information are available on this form;
however, only some blocks are populated at SLU.
Viewing Current Job Information for an Employee on NBAJOBS
1. In the Go To: box on the General Menu, type NBAJOBS.
2. Press <Enter>.
3. The NBAJOBS form appears. Note that Key Block information (Employee
Banner ID Number, Position Number, Query Date) must be completed to
access additional information blocks.
Key block: Enter a
Banner ID, position
number, suffix (00)
and Query Date
Information blocks
display details about
the employee’s job(s).
Use the tabs to view
other information
blocks. Use next
record and previous
record keys to view
activity for this job.
Figure 3-2: NBAJOBS form
3-3
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
4. Enter the employee’s Banner ID number.
5. <Tab> to the Position: field. Click on the Search button (drop down button
next to the position field) to view a list of the employee’s current jobs.
6. In the Options list, select “List of
Employee’s Jobs (NBIJLIST)” by clicking
on this title.
Figure 3-3: Options List for NBAJOBS
Position field in Key Block
7. Banner will take you to the Employee Job Inquiry form and list the
employee’s current job. Review the position (positions) listed in the middle
section of this form.
Note: If no position information is listed, you may need to rollback, change the
query date to 01/01/2005, and then go to Next Block to view older job
assignment records.
8. Select the position that you
would like to view on NBAJOBS by
highlighting the position number
and double clicking on the
highlighted position number field.
Banner will return the selected
position number to the calling
form - NBAJOBS.
9. Click on the Next Block
button (or select Block, Next from
the menu bar) to move into the
first information block.
Figure 3-4: Employee Jobs Inquiry Form
10. The first information
block provides basic information about when this job began and whether it
is the Primary, Secondary, or Overload job.
Figure 3-5: Tabbed forms on NBAJOBS
11. Click on the Job
Detail tab to go to the
second information
block.
The Job Detail block provides information about the employee’s selected job –
including FTE, Appointment Percent, Employee Class for this job, and pay
rates.
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CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
12. Use the Previous Record and Next Record buttons to navigate through
activity for this job. Note the effective and personnel dates reflect when
changes to the job occurred.
Previous Record
Next Record
Figure 3-6: Job Detail tab for NBAJOBS.
Note: To view details for other activity on this position, you may also select the
Options menu and select “View Job Detail Effective Dates”. If there are multiple
changes associated with this position, a list will appear. Select the record you
wish to view from the list. Job Detail will populate with the selected record
information.
Figure 3-7: Job Labor Distribution
Tab
13. To view the labor distribution for the
selected job, click on the Job Labor
Distribution tab. The Labor Distribution
information block displays. View the labor
set up for this job.
Note: To view details for other labor distribution activity on this position, you
may also select the Options menu and select “View Labor Distribution Effective
Dates”. If there are multiple changes associated with this position, a list will
appear. Select the record you wish to view from the list. Labor Distribution will
populate with the selected record information.
14. To exit from the NBAJOBS form, click on the
menu.
to go back to the main
3-5
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Viewing Future Job Information for an Employee on NBAJOBS
If a future dated action has been applied to the Banner system, you may need to
change the query date to view the future job.
1. In the Go To: box on the General Menu, type NBAJOBS and press <Enter>.
2. The NBAJOBS form appears. Note that Key Block information (Employee
Banner ID Number, Position Number,and Query Date) must be completed to
access additional information blocks.
3. Enter the employee’s Banner ID number.
4. <Tab> to the Query Date field. Enter the begin date of the future action
for the Query Date (to view job information after the date of the future
action).
5. <Tab> to the Position: field. Click on the Search button next to this field
to view a list of the employee’s jobs. In the Options list, select “List of
Employee’s Jobs (NBIJLST)” by clicking on this title.
6. The Employee Job Inquiry form displays a listing of the employee’s job(s).
Review the position (positions) listed in the middle section of this form.
7. Select the position that you would like to view by highlighting the position
number and double clicking on the highlighted position number field. The
selected position number is returned to the calling form - NBAJOBS.
8. Click on the Next Block button (or select Block, Next from the menu bar) to
move into the Job Detail block. The Job Detail block provides information
about the employee’s selected job – including FTE, Appointment Percent,
Employee Class for this job, and pay rates.
9. Click on the tabs to view other information about the selected job.
10. To view details for other jobs, select the Options menu and select “View
Job Detail”. If there are multiple changes associated with this position, a
list will appear.
11. Click on the OK button to leave this information box.
12. To view the labor distribution set up for the selected job, click on the Job
Labor Distribution tab. The Labor Distribution information block will
display and you may view the accounts/percents set up for this job.
13. To exit from the NBAJOBS form, click on the exit button to go back to the
main menu.
3-6
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Lesson 3 – 3: Position Information - NBAPOSN
The NBAPOSN form provides access to position information.
1. In the Go To: field on the General Menu, enter NBAPOSN.
2. Press <Enter>
3. Key block information must be entered in order to view additional detail in
the information blocks of a form. For this form, a position number must be
entered. Enter the Position number.
4. Click on the Next Block button (or press Ctrl-PgDn) to fill in the information
block.
Figure 3-8
5. If you are authorized to view this position information, the block will fill in;
however, if you are not authorized to view their information, an error
message will appear on the Autohint bar at the bottom of the screen.
6. Use the scroll bar on the right side of the screen to view additional leave
codes and balances.
7. To close this form, click on the Exit button.
3-7
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Lesson 3 – 4: Position List by Organization - NBIPORG
To view a list of the positions that have been set up for your organization
(department), use the NBIPORG form.
1. In the GO: field on the General Menu, enter NBIPORG.
2. Press <Enter>
3. Key block information must be entered in order to view additional detail in
the information blocks of a form. For this form, <Tab> to the Orgn. Field
and enter the Organization (department) code (e.g. D123 or Z444). Press
<Tab> to fill in the Orgn. name. For current information, enter the most
current date for the query date.
Note: To view a list of Organization codes, click on the drop down button next
to the Organization field.
Figure 3-9: NBIPORG Form
4. Click on the Next Block button (or press Ctrl-PgDn) to fill in the information
block.
5. If you are authorized to view this department’s information, the block will
fill in; however, if you are not authorized to view the information, an error
message will appear on the Autohint bar at the bottom of the screen.
6. Use the scroll bar on the right side of the screen to view additional position
numbers for this Orgn.
7. To close this form, click on the Exit button.
Hint: To print a list of position numbers for a department, use the File menu and
select Print from the Menu bar. You will need to print the first visible page and
then scroll down and File, Print again to print additional pages.
3-8
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Lesson 3 – 5: Position Incumbent Listing - NBIPINC
To view a list of employees who are currently in or who have been in a specific
position in the department, use the NBIPINC form.
1. In the GO: field on the General Menu, enter NBIPINC.
2. Press <Enter>
3. Key block information must be entered in order to view additional detail in
the information blocks of a form. For this form, enter the position number
(the other fields will default in from the system). Enter the most recent
date for the query date.
4. Click on the Next Block button (or press Ctrl-PgDn) to fill in the information
block.
Figure 3-10: NBIPINC Form
5. If you are authorized to view this form, the block will fill in. If you are not
authorized an error will appear on the Autohint bar.
6. If you only want to view active employees, enter a query (F7), and enter A
in the status field. Execute the query (F8).
7. Use the scroll bars to view additional information.
8. To close this form, click on the Exit button.
3-9
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Lesson 3 – 6: Employee Leave Balances – PEALEAV
The PEALEAV form provides access to employee balances including sick, vacation,
and holiday banked time. This balance information is also available to employees
on the Self Service system and a departmental report is available for authorized
users to run and review.
8. In the Go To: field on the General Menu, enter PEALEAV.
9. Press <Enter>
10. Key block information must be entered in order to view additional detail in
the information blocks of a form. For this form, an Employee ID (Banner ID
number) or name will need to be entered. Enter the Employee ID number
and press the <Tab> key to fill in the name.
11. Click on the Next Block button (or press Ctrl-PgDn) to fill in the information
block.
Figure 3-11: PEALEAV Form
12. If you are authorized to view this employee’s information, the block will fill
in; however, if you are not authorized to view their information, an error
message will appear on the Autohint bar at the bottom of the screen.
13. Use the scroll bar on the right side of the screen to view additional leave
codes and balances.
14. To close this form, click on the Exit button.
3-10
CHAPTER 3: HUMAN RESOURCES MODULE – COMMONLY USED FORMS
Exercise 5: Reviewing Banner Forms
1.
2.
3.
4.
5.
6.
Find your current employee class code, status and service date.
Look up your current job information. Note your position number.
Determine if any previous activity has occurred for your current job.
Determine if anyone else has held your position.
Find a list of your department’s current position numbers.
Log out of the INB system.
3-11
APPENDIX B: FORMS AND NAVIGATION JOB AID
Appendix A: Employee Class Code Listing
Code
Description
01
02
04
10
11
12
20
30
31
32
33
34
35
40
41
42
50
51
52
60
61
62
63
64
90
91
92
93
ZB
ZM
FT Faculty
Post Doc Fellow/Asst
FT 12 Month Faculty UMG
PT Faculty Salaried
Summer Faculty
PT Faculty Salaried UMG
Temporary Faculty Salaried
FT Staff Salaried
FT Staff – Hourly Web
FT Staff-Hourly Timeclock
FT Staff-Hourly Union 1
FT Staff-Hourly Union 2
FT Staff – Hourly Professional
PT staff Salaried
PT Hourly Web
PT Hourly Timeclock
Temporary Staff Salaried
PT Temporary Hourly Web
PT Temporary Hourly Timeclock
Grad Asst/Student
Student Worker Web
Student Worker Timeclock
FWS student Web
FWS student Timeclock
Housestaff
Non Employee
Retiree/Buyout
Previous Employee
One Pay Biweekly
One Pay-Monthly
Pay
ID
MN
MN
MN
MN
MN
MN
MN
MN
BW
BW
BW
BW
BW
MN
BW
BW
MN
BW
BW
MN
BW
BW
BW
BW
MN
MN
MN
MN
BW
MN
Leave
Category
NL
NL
FS
NL
NL
NL
NL
SM
SB
SB
L5
L2
SP
SM or NL
SB or NL
SB
NL
NL
NL
NL
NL
NL
NL
NL
NL
NL
NL
NL
SB
SM
Benefit
Category
FT
FT
FT
PT
PT
PT
MB
FT
FB
FB
U5
U2
FB
PT
PT
PT
MB
MB
MB
MB
ST
ST
ST
ST
HS
NE
RT
NE
FB
FT
Pay ID
MN – Monthly
BW - Biweekly
Leave Categories
NL – No Leave
FS – Faculty Loaded Sick
SM – Staff monthly
SB – Staff biweekly
SP – Staff Professional BW
L2 – Union Local 2
L5 – Union Local 50
Benefit Categories
FT – Full Time Monthly
PT – Part time
MB – Minimal Benefits
FB – Full time BW
F2 – Union Local 2
F5 – Union Local 50
ST – Student
HS – Housestaff
NE – Non Employee
RT – Retiree (buyout)
A
APPENDIX B: FORMS AND NAVIGATION JOB AID
Appendix B: Forms and Navigation Job Aid
Forms
Banner forms are online documents where you can enter and look up information in the database. A form visually organizes information
so it is easier to enter and read. In Banner, the form is similar to a paper form, except the information is entered once and then used by
other forms, reports, and jobs.
Key Block – Contains information that determines what is entered or
displayed on the form. Hint: Information must be entered in the key
block before viewing additional information in the Information block.
Information Block - Displays data about the information entered in the
Key Block. If multiple information blocks are available, use the Next
Block function to view the blocks (Block menu/Next, Next Block button,
or Ctrl-PgDn)
Navigation
Search/drop down list or list of valid values
for a field.
Use the TAB key to go to the next field in a form. Use Shift-Tab keys to go to the previous field.
Click on the X icon to exit from a form, or on the General Menu to exit from Internet Native Banner.
B
B
APPENDIX C: EMPLOYEE/STUDENT CONFIDENTIALITY AND NON-DISCLOSURE AGREEMENT
Appendix C: Confidentiality and Security Agreement
C