Post on 07-Feb-2022
© 2016 ELLUCIAN. 1
What’s New With Banner HR and Finance
Ohio BUG – Kent State University, November 6, 2017
Ed Hauser
Director, Product Management
© 2016 ELLUCIAN. 2
Banner Financial Management Update
1 Banner Administrative Solutions
2 Banner Self-Service Applications
3 Ellucian Ethos Platform
4 Ellucian Travel and Expense Management
5 Summary and Q&A
© 2016 ELLUCIAN. 77
What’s Available In Banner 9
• Banner General
• Banner Student
• Banner Financial Aid
• Banner Accounts Receivable
Administrative
Applications
• Registration
• Student Advising
Profile
• Attendance
Tracking
• Faculty Grade
Entry
• Class Roster
Self-Service Applications
• Communication
Management
• Personal
Information
Student General
• Banner Human Resources
• Banner Finance
• Banner Student Aid
• Banner Advancement
• My Requisitions
• Direct Deposit
• My Finance
Query
• Employee Profile
• Position
Description
• Effort Reporting
• Labor
Redistribution
Finance & HR
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New Financial
Management
Functionality
8
Finance
Administration
Purchase
Requisition 1-2-3
Process
Direct Deposit for
Students and
Employees
My Finance
Query
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New HR
Functionality
Consolidated
Employee Self-
Service
Position
Description
Enhanced Effort
Reporting and
Labor
Redistribution
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Communication Management
10
Delivered with core Banner
Manages transactional
connections to your
constituents using Banner
data
Set notifications or reminders
to register for classes or when
tuition is past due or …
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Navigation Improvements
Modernized user interface
with Industry Standard
Web Controls
Consistency
Top 7 Usability Improvements
1 System Messaging
Multiple record views
Lookups and Filter
Tablet Friendly
2
3
4
5
6
7
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Outstanding Administrator Experience
Dynamic Lookups and Filtering
Navigation via
Universal Search,
Favorites, Recents
and more
Tablet-Friendly
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Application Navigation -
Release 9 Administrative Improvements
Set your own
background
image
Add your
institution
name
Search for and
open new and
legacy Banner
forms using
normal language
or seven character
abbreviation.
Personalized Banner Admin Landing Page
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Extensibility
Key Features
Eliminate the need to
modify source code
Non-disruptive to
integrations or
reporting
Simplify the upgrade
process and reduce
ownership costs
Theme Editor
Page Builder
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Enhanced User Interface
Page navigation, total
number of records and
table and field
information; can be used
on tablet or desktop
Standard tools
and logout
information.
© 2016 ELLUCIAN. 2020
Banner Finance Administrative Application 9.3.3
• Released June 30, 2017
• Provides 50 change request resolutions
• 48 in Banner Finance; 2 in Admin Common
Banner Admin Common 9.3.6
• Released June 30, 2017
• Provides performance enhancements for all Administrative Applications
• Reduced payload size of messages between browser and server
• Evaluated and turned actions on slow performing individual pages
• Added support for JSON format for messages
• Changes made to individual tabbed pages to help eliminate redundant actions
Leverage the most up to date release in Banner Finance
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Mobile first approach
Responsive design technology
Task oriented features
Accessed directly from your browser
and/or Ellucian Go
Allows you to take Banner with you to
make better business decisions
Ellucian Strategy applied to Banner Self-Service
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My Finance
• My Requisitions• Delivered
• My Finance Query • Delivered
• My Journals• Design Review
• My Approvals• Up Next
• My Budgets• Exploring
Future…
• My Funds
• My Payments
• My Projects
• My Assets
• Etc.
Banner Finance Self-Service Transformation
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My Finance
• New landing page for Banner Finance Self-Service
• Customizable at the institution and user level
My Requisitions
• Rebrands the previously released Purchase Requisition
• Provides the ability to create, copy, view, search and continue working on requisitions in process
My Finance Query
• Provides and enhanced user experience to query and view financial data
• Replaces Budget Query, Encumbrance Query and View Document
• Offers new intuitive graphical dashboard to view favorite, shared and save queries
• Drill down from highest level of organization to PDF view of transactions
• Export into excel for further analysis
• Leverages existing Banner database
Banner Finance Self-Service 9.1
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Step by step prompts to walk you through the process to completion
Requester Information
Vendor Information
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Vendor Card View
Vendor information displayed
in a Contact Card view
Discount and Currency fields
can be removed via
Extensibility Tools
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Step by step prompts to walk you through the process to completion
Add Items
Add Accounting
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View as PDF
Transactions in Banner 9 Self-
Service can be viewed as a PDF.
Great for use as supporting
documentation!
40
“Its very user friendly. I don’t think
it will be difficult for anybody to use
it.”
- Usability Testing, February 2016
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Provides an enhanced user experience and increased functionality for
journal voucher processing. Includes budget, encumbrance and actual
transactions.
• Development partner group established and kicked off August 2016
• Replaces budget transfer and multi-line budget transfer in Finance Self-
Service today
• Will provide robust functionality of FGAJVCD with an enhanced user
experience
• This will become to “go to” application for department end users and power
users alike
My Journals ~ Design Review and Usability Study
Target Delivery ~ Q2 2018
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Project Goals:
• Provide the ability for a user within the
approval chain to review and make a
decision on the completeness and
appropriateness of the transaction
• Approver can then
• Approve
• Disapprove
• Return for Correction
• Forward for Review
• Messaging and Notification will be
included in the design
Banner Finance Approval ProcessingComing Soon!
© 2016 ELLUCIAN. 44
What we know:
• Salaries and benefits make up 70+%
of your budget
• Important that you are able to budget
and plan with the full picture of
expenses from Finance and Human
Resources
Strategic Direction
• Provide an intuitive mechanism to
plan for and establish budgets in
Banner – My Budgets
• Once established data will flow to the
Ellucian Ethos data lake where
Ellucian Analytics can be leveraged
for forecasting.
Budget Development
Planning
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• Employee Profile
• Position Description
• Effort Reporting
• Labor Redistribution
• Direct Deposit
• Communication Management
Banner 9 Self-Service Applications for Employees
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Employee Profile – Mobile
• Employee gateway into personal,
employment, and job related
information
• Supervisor access to team
information
• Enhanced usability, tablet and
mobile ready
Employee Profile
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A Position Description defines:
• Duties, responsibilities, and
requirements of a position
Uses include:
• Library of position descriptions
• Enables the creation, editing, routing,
and approval of position descriptions
• Utilize as reference during employee
reviews or grievances
• Supports succession planning
Position Description
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Enhanced Effort Reporting
• Provides for PIs and
employees at U.S.
research institutions
to certify effort on
grants
• Certifiers can request
funding changes
during certification
by using in
conjunction with
Labor Redistribution
• Replaces Adobe Flex
technology
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Streamlined Labor Redistribution
• Ability to decentralize
the entry and
approvals of any
needed labor changes
after a payroll has
been completed
• Can be used in
conjunction with
Effort Reporting for
the redistribution of
labor associated with
a grant during effort
certification
• Replaces Adobe Flex
technology
© 2016 ELLUCIAN. 53
• Modern tools delivered as
part of Banner
• Tactical and transaction
related communications
• Create and manage
communications by
administrative area
• Multiple ways to create
populations
• Multiple methods: email,
Ellucian Mobile messages,
and hard copy PDF letters
• Embedded open source
communication content editor
(CK)
• Schedule and track
communications from BCM,
and update interactions
occurring outside of BCM
Banner Communication Management – Key Features
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• Tools for employees and students
to add, edit, or delete account
details for transactions
• Improves security and
administration of bank account
information, including notification
capabilities for added and
changed entries
Banner General Self-Service 9: Direct Deposit - Available Today!
© 2016 ELLUCIAN. 5555
Personal Information Self-Service
• Ability for your constituents to view, edit, and update bio/demo information
• Includes removal of address and phone number dependency
• Introduces Gender Designation and Personal Pronoun configuration
• Access through General Self-Service or Employee Profile application
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StrategyCustomer Advisory Boards
DesignDevelopment
Partner Groups & Usability Studies
TestingBeta Testers & Early Adopter Groups
THANK YOU FOR YOUR FEEDBACK
58
As an administrator you
need the ability to make
data driven business
decisions quickly
You need the tools at your
institution to work for you
to create operational
efficiencies
© 2016 ELLUCIAN. 6363
We will leverage the Ellucian Ethos Platform to simplify and modernize your administrative experience on campus today.
Examples of Ellucian Ethos Platform at work with Banner:
• Ellucian Travel and Expense Management powered by Chrome River
• Integration for eProcurement
• Ellucian CRM
• Ellucian Talent Management Suite
• Analytics to make data driven decisions
• Workflows to leverage more than just Banner
What does it mean for you?
© 2016 ELLUCIAN. 64
Auto-generates the expense
line item from the receipt with
optical character recognition
(OCR) technology
Establish travel and expense
policies, encumber travel
funds, authorize expenditures,
and process reimbursements
Configured according to
institutions’ defined
processes with a business
rules engine
Easy reconciliation of
purchasing care data
Available on any mobile
device
Managing all your travel and credit card transactions in one place
Ellucian Travel and Expense Management powered by Chrome River
© 2016 ELLUCIAN. 66
Choice: Which deployment model is right for you?
All Cloud:
All applications are Hosted or SaaS
Blended:
Mix between
On Premise, Hosted, or SaaS as
appropriate
All On Premise:
All systems remain on premise
© 2016 ELLUCIAN. 67
Banner 9 provides the
following benefits
Outstanding user experience
Strength at the core
Real time decision making
with Banner in your hand
Future-ready technology
It’s Your Banner
© 2016 ELLUCIAN. 6969
Stay Connected through eCommunities
Follow Banner
communities in
your inbox or Daily
Digest
© 2016 ELLUCIAN. 70
Banner
Financial Management
BANNER FINANCIAL MANAGEMENT
2016 2017 2018
Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar Apr-Jun Jul-Sep Oct-Dec Jan-Mar
Banner FinanceAdministrative Applications
Banner Direct Deposit Self-Service
Banner AccountsReceivable
Administrative Applications
Banner Communication
Management
Banner Finance Self-Service
My Finance Query
Banner Accounts Receivable 1098T Box 1 Regulatory
Update
Banner Finance Self-Service
My Journals
Banner GeneralAdministrative Applications
Banner Personal/General Information Self-
Service
Banner Accounts Receivable
Study Paths for Contracts and Exemptions
Banner Communication
Management
Administrative Extensibility
Ellucian SolutionManager
Extensibility Tools: PageBuilder,
Theme Editor
Application Navigator Self-Service support
Ellucian Travel & Expense
Management Ethos Integration
Extensibility Tools: Text Manager
Ethos Integration for eProcurement
Ellucian Elevate Integration for
Regulatory Support
TE
CH
NO
LO
GY
FE
AT
UR
ES
Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level Explore
Information presented here is subject to change at any time at the sole discretion of Ellucian and should not be relied upon in making any purchase decision.
For complete details on all releases, including region specifics, please access
the Ellucian Product Calendar located on the Ellucian Support Center.
© 2016 ELLUCIAN. 71
Product Calendar Dashboard with
Real-Time Access
Available via the
Ellucian Support Center
Enhanced navigation
and search capabilities
Ability to view online
and to export for sharing
© 2016 ELLUCIAN. 7272
Drive relentless
efficiencyModernize user
interfaces
BUILT FOR TOMORROW. READY TODAY.
Innovate without disruption
On the go
Without training
Automating more than ever
Your fastest,
simplest and most
cost-effective path
to modernization
Summary
© 2016 ELLUCIAN. 73
Ed Hauser
Questions & Answers
Director, Product Management
ed.hauser@Ellucian.com
© 2016 ELLUCIAN. 74
Barbara Doane
Questions & Answers
Director, Product Management
barbara.doane@Ellucian.com