banner human resources update and roadmap...• creates efficiencies through the use of templates,...
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© 2016 ELLUCIAN. 1
Banner Human Resources Update and Roadmap
Enhancing the employee experienceLaura Weathersby, Director for Product Management
Ed Hauser, Director for Product Management
© 2016 ELLUCIAN. 2
Agenda
1 Ellucian XE Overview
2 Transforming Banner Human Resources
3 Engaging with Ellucian Partners
4 Staying Informed
© 2016 ELLUCIAN. 3
Ellucian XE Overview
© 2016 ELLUCIAN. 4
Enhancing every aspect of the modern
connected campus
© 2016 ELLUCIAN. 5
Accessible
Intuitive
Mobile
Responsive
Constituent Experience
© 2016 ELLUCIAN. 6
Analyze
Enhance
Manage
Optimize
Operational Efficiency
© 2016 ELLUCIAN. 7
Ellucian Extensible Ecosystem (XE)
An innovative strategy grounded
in common principles, standards,
and services that help us leverage
economies of scale across your
portfolio
7
© 2016 ELLUCIAN. 8
The Ellucian XE Vision
8
8
© 2016 ELLUCIAN. 9
Modernizing Banner
Administrative
Imperatives
• Technology—Eliminate
Oracle Forms
• Usability—Consumer
web in high productivity
mode
• Configuration and
Extension, not
modification
Self-service
Imperatives
• Usability—Consumer
web for casual users
• Rich functionality,
evolving with Higher
Education
• Configuration and
Extension, not
modification
Integration
Imperatives
• API-based integrations
• Industrial Strength
Superhighways
• Configuration and
Extension, not
modification
© 2016 ELLUCIAN. 10
Designed specifically for higher education
needs
Provides the tools for student and
institutional success
Committed to choice and flexibility
Ellucian Extensible Ecosystem (XE)
© 2016 ELLUCIAN. 11
Ellucian XE Strategy
Ellucian XE Design Principles
Usability Enhanced
Features and
Functions
Configuration
over
Customization
Extensibility Scalability/
Cloud
Readiness
© 2016 ELLUCIAN. 12
Transforming Banner Human Resources
© 2016 ELLUCIAN. 13
Ellucian Human Capital Management
Ellucian Human Capital
Management
Ellucian Talent Management
Ellucian Travel and Expense Management
Other third party systems
Banner Human Resources and Position Control
Banner Employee
Self-Service
© 2016 ELLUCIAN. 14
Banner Administrative TransformationBanner HR/PC/General/Finance: Available Today!
Improving the usability, look and feel, and accessibility
of the Banner administrative experience
Transforming Oracle Forms to Java pages
• Powers a better and intuitive Banner
experience for all types of users
• Provides consistent navigation, web
standard controls, and enhanced look
and feel
• Enables extensibility framework, minimizing
the need to modify source code
• Transforms the Banner user experience,
while maintaining core functionality and
your business rules
© 2016 ELLUCIAN. 15
Yesterday … Position Budget (NBAPBUD)
© 2016 ELLUCIAN. 16
Today … Position Budget (NBAPBUD)
© 2016 ELLUCIAN. 17
Banner HR Transformation
Beta Testing Customer Development Partners
© 2016 ELLUCIAN. 18
Congratulations to our first Banner HR Transformation XE
Trendsetters!
© 2016 ELLUCIAN. 19
Banner Employee ProfileAvailable Today!
Provides employees with a more usable and informative view into their
personal, employment, and job related information
•Brings together all current access points in Employee Self-Service in a simplified, but
intuitive format
•“Pushes” key information to your employees, reducing questions to your teams
•Gives managers insights into direct reports
•Mobile, tablet, and desktop ready
© 2016 ELLUCIAN. 20
XE Employee Profile
Employee
Profile –
Desktop and
Tablet
© 2016 ELLUCIAN. 21
Banner Employee Profile
Customer Development Partner/Early Adopter Group
© 2016 ELLUCIAN. 22
• Replaces paper-based and manual activities
• Creates efficiencies through the use of templates, approvals/routing,
position description library, and document attachments
• Helps to facilitate connections with Recruiting systems
• Mobile, tablet, and desktop ready
Banner Position Description
Available Today!
Manages the creation, editing, routing, and approval
of position descriptions
© 2016 ELLUCIAN. 23
Banner Position Description
Customer Development Partner/Early Adopter Group
© 2016 ELLUCIAN. 24
• Enables ease of entry to add, edit, or
delete account details for both
accounts payable and payroll
transactions
• Improves security and administration
of bank account information
• Includes constituent notification
capabilities for added and changed
entries
• Mobile, tablet, and desktop ready
Banner Direct DepositAvailable Today!
Provides an enhanced user experience to enter direct
deposit information for both employees and students
© 2016 ELLUCIAN. 25
Banner Direct Deposit
Customer Development Partner Group
25
© 2016 ELLUCIAN. 26
Banner Effort Reporting and Labor RedistributionRoadmap: Phase 1 targeted second half of 2016
Phase 1: Accelerate user experience and technology
improvements
Phase 2: Enhance features and functionality
Phase 1: Improve the user experience for individuals involved in the
certification of effort performed on grants, along with administrators
focused on labor distribution changes
• Update to XE technology from Adobe Flex
• Maintain core functionality
• Mobile, tablet, and desktop ready
© 2016 ELLUCIAN. 27
Banner Effort Reporting and Labor Redistribution
Customer Development Partner Group
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• Enhance user experience for
creating, viewing, and managing
scenarios
• Updates to extract and upload
processes for increased flexibility
• Add features to expand Salary
Planner capabilities
• Mobile, tablet, and desktop ready
Banner Salary PlannerRoadmap: Targeted first half of 2017
Improve the modeling and budgeting capabilities for
positions and salaries
© 2016 ELLUCIAN. 29
Banner Salary Planner
Customer Development Partner Group
© 2016 ELLUCIAN. 30
Banner Time Entry and Leave Management
Roadmap: Targeted first half of 2017
Improve the usability and functionality when entering,
routing, approving, and monitoring time and leave
Enhance the user experience for time sheets,
leave reports, and leave requests
for employees and approvers
•Add new features and
enhance current ones
based on your requests
•Include reporting and
analytics of time data
•Mobile, tablet, and
desktop ready
© 2016 ELLUCIAN. 31
Banner Time Entry and Leave Management
Customer Development Partner Group
© 2016 ELLUCIAN. 32
“This is light years ahead of the last
Time Entry we saw”
- Usability Testing, February 2016
© 2016 ELLUCIAN. 33
Roadmap Framing and Confidentiality
This information provides a general strategic view of Ellucian’s
anticipated future offerings. The information in this document is
confidential and proprietary to Ellucian and neither the
document nor its contents can be disclosed to anyone without a
written obligation of confidentiality in place with Ellucian.
The information in this document is not a commitment, promise
or other obligation to deliver any material, code or functionality,
and it should not be relied upon in making any purchase
decision. The document and its contents are subject to change,
without prior notice, at the sole discretion of Ellucian.
© 2016 ELLUCIAN. 34
Ellucian Roadmap Legend
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.
2014 2015 2016 2017
Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec
Employee Profile
Banner General Forms Transformation
Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level
FE
AT
UR
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TE
CH
NO
LO
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TARGET DELIVERABLE:Features, capabilities, architectural enhancements, etc.
Color indicates confidence level
CONFIDENCE LEVEL LEGEND: See definitions and disclaimers on next slide
INVESTMENT CATEGORY: Helps to group targets for any release into primary investment categories
© 2016 ELLUCIAN. 35
Confidence Level Definitions
We use the term confidence level to describe the likelihood that the items on the roadmap will be delivered at the
dates shown on the timeline. There are many factors that impact our ability to predict delivery including but not
limited to:
Customer
priorities
Our releases are driven by customer feedback and prioritization. Sometimes the priorities change due to
any number of external factors. At any time, we may change the priorities in any given future release to
better reflect our customers’ interests.
Quality
Targets
Each of our product releases undergoes a stringent quality assurance process prior to release. Should a
particular capability not meet our quality targets, we may choose to defer that specific capability to a
future release or not complete the development of that capability at all.
Design
Constraints
In response to customer feedback, we attempt to provide visibility beyond the next product release. In doing so, we share capabilities that reflect customer requests but have not gone through the technical design phase. In some cases, the technical design phase will reveal a larger level of effort and dependencies that make the original timeframe infeasible. Further, the design phase could reveal that the capability is not technically feasible at all or not cost effective resulting in abandonment of effort.
Budget
Cycles
For roadmaps that might include visibility beyond the current Ellucian fiscal year budget, all items are
subject to financial progress against goals and the availability of funds for that particular project in future
budget cycles.
Engineering
Forecasting
Accuracy
All roadmap items are subject to some level of forecasting accuracy imprecision resulting in certain
functionality pushing out to later releases on a roadmap timeline.
The further out the release date, the higher the likelihood that one or more of these factors will impact the accuracy of our
roadmaps. That is why we clearly indicate less than 100% confidence for our next release even though it may scheduled to
be released in the short-term, and why we use decreasing confidence levels for items that are further out on the roadmap.
© 2016 ELLUCIAN. 36
2015 2016 2017 2018
Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec Jan-Jun Jul-Dec
Banner HR Admin Transformation
Banner Direct
Deposit Self-Service
Banner Effort Reporting and Labor Redistribution Self-
Service Phase 1
Banner Salary Planner Self-Service
Banner Faculty Load and Compensation
Self-Service
Banner ePAF Self-Service
Banner Benefits and Deductions Self-
Service
Banner Position Control
Admin Transformation
Banner GeneralAdmin
Transformation
Banner Communication
Management Self-Service
BannerTime Entry/Leave Management Self-
Service
BannerCampus Directory
Self-Service
Banner Effort Reporting and Labor Redistribution Phase
2
BannerPosition Description
Self-Service
Banner Person/General Information Self-
Service
U.S. California STRS updates
Banner Communication
Management Self-Service CR 2
U.S. Affordable Care Act
Ellucian Solution Manager
Extensibility Tools: PageBuilder,Theming, Re-
labeling
Administrative Extensibility
Application Navigator Self-Service support
BANNER HUMAN RESOURCES Completed 80% Confidence Level 65% Confidence Level 50% Confidence Level
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.
FE
AT
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TE
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NO
LO
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For complete details on all releases, including region specifics, please access
the Ellucian Product Calendar located on the Ellucian Support Center.
Collaboration
with Ellucian
Partners
© 2016 ELLUCIAN. 38
Ellucian Talent Management Suite
A unified system of engagement
– can be integrated with Banner
HR
Manages the employee lifecycle,
from recruiting, hiring, on-
boarding, learning, and
performance management
through workforce and
succession planning
It is an organic,
SaaS-offering
Ellucian Talent Management Suite powered by Cornerstone
Recruiting
Learning
Performance
© 2016 ELLUCIAN. 39
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
Available on any mobile device
Ellucian Travel and Expense Management
Ellucian Travel and Expense Management powered by Chrome River
© 2016 ELLUCIAN. 40
Staying Informed
© 2016 ELLUCIAN. 41
Staying Informed
Leverage the XE Guide
http://ellucian.com/xeguide
Collaborate on
eCommunities
• Banner community
o White papers, webinars,
documents, etc.
• Banner Student, HR, Finance,
and Technical communities
Review the Roadmaps
http://www.ellucian.com/Roadmaps/
Download documentation
from the Support Center
Attend an Ellucian education
class
Contact your
Client Partner
© 2016 ELLUCIAN. 42
Summary
1 Ellucian XE Overview
2 Transforming Banner Human Resources
3 Engaging with Ellucian Partners
4 Staying Informed
Q&A
© 2016 ELLUCIAN. 44
Thank you.
Laura Weathersby
Director for Product Management