Key Takeaways: SS#5 -Np Reporting bug -SEO

Executive Summary

The webinar demonstrates how Banner’s Human Resources module addresses higher education HR and payroll challenges by delivering a holistic view of institutional data, robust employee self-service, error reduction, and process automation. It showcases dashboards for strategic workforce planning (e.g., retirement forecasting, compensation analysis by department), goal and task tracking for succession and cross-training, and a configurable, mobile-responsive employee dashboard that centralizes pay, leave, profile updates (including preferred name and pronouns), and team insights. Managers gain quick access to org hierarchies, leave balances, and key dates; employees and approvers handle timesheets, leave, and pay/benefits inquiries without routing to central offices. The session highlights electronic personnel action forms, salary planning, and especially Faculty Load and Compensation (FLAC), which automates faculty profiles, assignments, compensation calculations based on institutional rules, contract verification and acknowledgement, and direct job application into Banner—eliminating re-keying, improving accuracy, and accelerating HR/payroll workflows.

Speakers

  • Tessa Grefenstette, Associate Director, Search & Evolution

Key Takeaways

1. Unified HR Platform: Implement a unified HR and payroll platform (Banner) to replace paper-based, duplicate data entry and reduce processing delays, error risk, and administrative workload.

2. Real-Time Workforce Insights: Use configurable dashboards to gain a holistic, real-time view of departments and employee segments for data-driven decisions on succession planning, recruitment, and compensation forecasting.

3. Employee Self-Service: Empower employees and managers with self-service access to pay stubs (current and prior years), leave balances, personal data updates (including preferred name and pronouns), and mobile-responsive profiles to cut inquiry volume and response times.

4. Centralized Manager Workflows: Centralize manager workflows (My Team and My Activities) to view org structures, leave summaries, milestones, initiate and approve timesheets/leave, manage ePAFs, and perform salary planning and budgeting in one place.

5. Automated Faculty Compensation: Automate faculty load and compensation (FLAC) with rules-based contract creation, assignment verification, faculty acknowledgment, and seamless job application to Banner to ensure accurate pay, consistent policies, and no rekeying.

Key Quote

Banner provides that central location known as the employee dashboard.

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Webinar

Watch Full Webinar here. 

FAQs: SS#5 -Np Reporting bug -SEO

Frequently Asked Questions

SS#5 -Np Reporting bug -SEO

Overview and Key Benefits

FAQ

What problems does the Human Resources module aim to solve for higher education institutions?

It addresses four connected challenges: providing a holistic, data-driven view of the institution and departments; enabling employee self-service to reduce inquiry response times; minimizing errors so data is reliable and pay is correct; and eliminating paper-based, duplicate entry through electronic, trackable processes.

FAQ

How does the solution help administrators make confident, data-driven decisions?

Dashboards synthesize institutional and departmental data (e.g., retirement eligibility trends, compensation ranges) so leaders can forecast needs, identify impacted departments, review budget implications, and validate plans like succession and recruitment without hunting for disparate reports.

Workforce Planning and Succession

FAQ

How can leaders plan for retirements and future staffing needs?

Retirement eligibility is calculated from institution-defined rules (minimum age and years of service). Leaders can view current and 5-year outlooks, see which departments will be affected (e.g., Chemistry, International Programs), and prepare succession and recruitment plans accordingly.

FAQ

Can compensation data inform recruitment and budgeting decisions?

Yes. Filters let administrators assess departmental pay positions (e.g., all staff at or above 90% of range). If everyone is within range, they may not need to request additional budget; if not, they can proactively engage the Budget Office.

FAQ

How are action items and progress on departmental plans tracked?

Goals, tasks, and targets are assigned to employees with due dates, priorities, and progress indicators. Completion of sub-tasks contributes to overall goal completion, enabling department heads to monitor readiness for critical functions (e.g., faculty load and compensation cross-training).

Employee Self-Service and Experience

FAQ

What information can employees access on the employee dashboard?

Employees can view leave balances (current and prior years), pay stubs (current and prior years), and personal employment details such as hire date, addresses, phone numbers, and emergency contacts—all from a central, branded, and printable interface.

FAQ

What updates can employees make themselves, and why does that matter?

Employees can edit personal data like preferred first name and pronouns via intuitive icons. This reduces HR data entry, speeds up resolution for employees, and improves how colleagues address one another across campus.

FAQ

Is the dashboard configurable and mobile-friendly?

Yes. It has a responsive design for use on computers, tablets, and phones. Institutions can configure which sections draw attention seasonally—for example, expanding tax forms when W‑2s become available.

Manager Tools and Team Oversight

FAQ

How can managers view and support their teams?

The My Team feature shows a vertical org chart with each member’s employment snapshot, leave balances, hire and birth dates, and contact/emergency contacts. Managers can review nested reports to support succession planning, workload balance, and employee recognition.

FAQ

What activities can employees and managers initiate or approve from one place?

From My Activities, users can start or approve timesheets, leave reports, and leave requests; access roles like Pay Stub or Benefits Administrator to see what employees see; initiate electronic personnel action forms (ePAFs) with defined approvals; use Salary Planner for modeling salaries and position budgets; and manage Faculty Load and Compensation (FLAC).

Process Efficiency and Accuracy

FAQ

How does the system reduce errors and eliminate duplicate entry?

Electronic workflows replace paper shuffles. Transactions (e.g., ePAFs, FLAC contracts) are initiated from templates with required approvals, tracked end-to-end, and, when finalized, written directly into the system—removing manual re-keying and reducing delays and error risk.

FAQ

How do defined rules improve consistency?

Institution-defined rules drive calculations (like retirement eligibility and compensation), ensuring consistent outcomes and auditability across departments and employee types.

Faculty Load and Compensation (FLAC)

FAQ

What is FLAC and why is it valuable?

FLAC is a specialized tool for managing faculty contracts, calculating compensation (including overloads) based on institutional rules, and maintaining consistency across assignments. It centralizes data and workflows specific to academic appointments.

FAQ

Who is involved in the FLAC process and what do they do?

Three core roles collaborate: the Faculty Administrator sets up the faculty profile and assigns instructional/non-instructional work; the HR Administrator ensures employment and position records are in place and creates contracts using rule-driven compensation; the Faculty Member reviews and acknowledges the contract and any attached documentation.

FAQ

How does FLAC handle changes and finalization?

If course assignments change, the system flags the impact so administrators can verify contract types and compensation. Once confirmed, the Faculty Administrator locks the final compensation record, enabling the faculty member’s acknowledgment and automatically applying the job into the system—no re-keying required.

FAQ

What outcomes can departments expect from using FLAC?

Consistent compensation calculations, proactive detection of assignment changes, streamlined contract approval and acknowledgment, and direct job application into Banner that speeds payroll readiness and reduces administrative burden.

Actionable Next Steps

FAQ

What practical steps can institutions take to realize these benefits?

• Define retirement and compensation rules to power dashboards and calculations. • Configure the employee dashboard and promote self-service (e.g., preferred names, W‑2 access). • Map paper processes to ePAF templates with approval chains and tracking. • Set departmental goals with tasks and metrics for cross-training on critical functions. • Pilot My Team usage with managers to monitor leave, recognize milestones, and plan succession. • Implement FLAC for a subset of courses to validate compensation rules before scaling.

Blog: From Insight to Action: Enterprise HR Visibility, Self-Service, and Faculty Operations

Higher education HR and payroll teams are being asked to reduce administrative drag while improving service quality. Leaders need reliable workforce data to make decisions. Employees expect consumer-grade self-service. Institutions must replace paper-heavy, error-prone workflows with automated, auditable processes. With retirements accelerating, budgets tightening, and governance scrutiny increasing, the cost of inaction is growing.

Modernizing the employment management stack is now a strategic imperative. A central, intuitive hub that unifies employment data, pay, benefits, and role-based tasks gives leaders visibility, employees control, and HR the capacity to focus on higher-value work. A well-designed employee dashboard surfaces critical information at a glance, supports mobile access, and streamlines how work gets done. The impact is tangible: fewer service tickets, faster resolution times, higher data accuracy, and stronger manager visibility for team dynamics and workforce planning. Institutions that make this shift respond faster to change, minimize risk, and redeploy talent where it matters most.

From Insight to Execution: HR Visibility, Self-Service, and Faculty Ops

Begin with institutional visibility. HR leaders need a single view across colleges, departments, and employee types that rolls up to an executive narrative and drills into operational detail. Retirement risk is a clear case: knowing who is eligible is insufficient. Model five-year impacts by department, quantify exposure, and align recruiting and succession plans. With compensation data integrated and filterable by department, leaders can validate whether pay ranges support recruiting, determine budget shifts, and brief finance with evidence. This transparency drives confident decisions, faster alignment with department heads, and proactive planning tied to measurable outcomes.

Translate strategy into execution with goals, tasks, and progress tracking. Departments facing knowledge loss should formalize cross-training, documentation, and role coverage as structured objectives with owners, priorities, due dates, and milestones. Real-time status updates give leaders an at-a-glance view of risk and momentum on any device, without status meetings or email chases. Weighted tasks and targets create a measurable path to completion, clarifying whether critical functions—such as faculty load and compensation administration—have true redundancy or need attention. Performance management strengthens when individual goals ladder to departmental priorities and institutional strategy.

Make self-service the capacity engine. Employees should access benefits, pay information, and transaction status 24/7 without waiting on HR or payroll. Configurable workflows, digital forms, and role-based dashboards remove paper shuffle and duplicate entry while creating auditable trails. Payroll leaders gain time for accuracy, exception handling, and policy stewardship as routine inquiries automate. Validation rules and integrated data prevent errors before payroll, reduce rework, and reinforce trust in a single source of truth.

These elements—enterprise visibility, structured execution, and self-service—create a virtuous cycle. Leadership forecasts retirements and talent gaps with reliable data; departments convert plans into trackable goals and cross-training; employees move processes forward with intuitive tools; payroll and HR cut errors and accelerate throughput. Institutions operate at a higher level: decisions are evidence-based, work is digital end-to-end, and teams shift from transactional firefighting to strategic outcomes like workforce planning, equitable compensation, and service quality.

Anchor on the core: personal data, leave, and pay. Employees should see real-time leave balances and drill into accrual details across current and prior years without opening a ticket. Pay stubs should be brand-consistent, printable, and historically accessible to reduce requests and deliver immediate answers. A robust profile matters equally: employees update addresses, phones, emergency contacts, preferred first name, and pronouns through self-service, cutting HR data entry and delays. These updates improve inclusivity and experience while keeping downstream systems current. Responsive design ensures access on desktop, tablet, or mobile, and targeted configuration—such as surfacing tax forms during release windows—keeps focus on seasonal priorities.

Elevate the manager view to compound operational value. A My Team experience should display the organizational hierarchy with drill-downs to each employee’s snapshot, leave balances, key dates, and contacts. Managers can cover workload, support work-life balance, and prepare for succession without ad hoc spreadsheets. Simple cues like upcoming hire anniversaries or birthdays enable timely recognition. For nested structures, the hierarchy must stay navigable and scalable, offering the same clarity whether a leader manages five people or five hundred.

Keep operational workflows alongside the data. Role-aware activities—timesheets, leave reports, and approvals—belong in one place to cut context switching and cycle times. Administrators should view records in the same format as employees, establishing a single source of truth for faster triage and fewer miscommunications. Electronic personnel action forms let process owners initiate transactions with templates and embedded approval paths, enabling auditability and throughput. Salary planning should support scenario analysis for merit, compression, and fiscal-year budgeting at the position level so departments can model outcomes before committing.

Support faculty administration with specialized capabilities. Faculty Load and Compensation centralizes contract management, overload assessment, and compensation consistency using institution-defined rules. Roles and rules are explicit: faculty administrators maintain profiles and assignments, HR ensures employee and position readiness, and the system calculates compensation from codified rules. Contracts generate, route for review, and lock; faculty acknowledge terms; job records flow to core HR without rekeying. When course assignments change, the system flags updates to preserve data integrity and ensure accurate, timely pay. The result is fewer manual touchpoints, stronger governance, and a faster path from assignment to payroll.

Adopting this model strengthens institutional resilience by unifying data, ownership, and execution. Leaders gain accurate, department-level visibility to plan with confidence; departments operate against clear workflows and accountability; employees resolve needs quickly through intuitive self-service. The result is fewer errors, faster cycle times, lower administrative overhead, and better compliance—supported by a configurable, mobile-responsive dashboard and role-based workflows that improve data quality and accelerate decisions across HR, managers, and academic leadership. Centralizing work and information becomes an operational advantage, elevating the employee experience and enabling a workforce management function that scales with the institution’s mission.