what’s new with banner hr and finance

© 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

3

Banner Administrative

Solutions

© 2016 ELLUCIAN. 44

Banner 9 Administrative Transformation is Complete


On the Go No Training More Automation

Get Ready to Delight


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


New Financial

Management

Functionality

8

Finance

Administration

Purchase

Requisition 1-2-3

Process

Direct Deposit for

Students and

Employees

My Finance

Query


New HR

Functionality

Consolidated

Employee Self-

Service

Position

Description

Enhanced Effort

Reporting and

Labor

Redistribution

© 2016 ELLUCIAN. 1010

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 …

© 2016 ELLUCIAN. 1111

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

© 2016 ELLUCIAN. 1212

Outstanding Administrator Experience

Dynamic Lookups and Filtering

Navigation via

Universal Search,

Favorites, Recents

and more

Tablet-Friendly


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

© 2016 ELLUCIAN. 1414

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

© 2016 ELLUCIAN. 1515

Position Budget in Banner 8

© 2016 ELLUCIAN. 1616

Position Budget in Banner 9


FTMVEND in Banner 8


FTMVEND in Banner 9


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

21

Banner Finance Self-Service

Applications

© 2016 ELLUCIAN. 2323

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

© 2016 ELLUCIAN. 2424

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 – Dashboard View of Applications

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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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My Requisitions

© 2016 ELLUCIAN. 2828

Purchase Requisition Dashboard

© 2016 ELLUCIAN. 2929

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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Adding Attachments

© 2016 ELLUCIAN. 3333

View as PDF

Transactions in Banner 9 Self-

Service can be viewed as a PDF.

Great for use as supporting

documentation!

© 2016 ELLUCIAN. 3434

Device of Your Choice

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My Finance

Query

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My Finance Query Dashboard

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My Finance Query – Create Query

© 2016 ELLUCIAN. 3838

My Finance Query - Results

© 2016 ELLUCIAN. 3939

Drill down to the PDF level

40

“Its very user friendly. I don’t think

it will be difficult for anybody to use

it.”

- Usability Testing, February 2016

© 2016 ELLUCIAN. 4242

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

© 2016 ELLUCIAN. 4343

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!


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


Banner HR Self-Service

© 2016 ELLUCIAN. 4646

• Employee Profile

• Position Description

• Effort Reporting

• Labor Redistribution

• Direct Deposit

• Communication Management

Banner 9 Self-Service Applications for Employees

© 2016 ELLUCIAN. 4747

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


Employee Profile

© 2016 ELLUCIAN. 4949

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

© 2016 ELLUCIAN. 5050

Position Description - Dashboard

© 2016 ELLUCIAN. 5151

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

© 2016 ELLUCIAN. 5252

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


• 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

© 2016 ELLUCIAN. 5454

• 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

© 2016 ELLUCIAN. 5656

StrategyCustomer Advisory Boards

DesignDevelopment

Partner Groups & Usability Studies

TestingBeta Testers & Early Adopter Groups

THANK YOU FOR YOUR FEEDBACK

57

Ellucian Ethos

Platform

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


Ellucian Ethos


Extending the Enterprise


61

Ellucian Workflowpowered by Ethos


62

Ellucian Analyticspowered by Ethos

© 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?


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


BUILT FOR TOMORROW. READY TODAY.


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


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


Banner 9 Guide is available at www.ellucian.com/banner9guide


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


My Finance Query

Banner Accounts Receivable 1098T Box 1 Regulatory

Update


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.


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


Ed Hauser

Questions & Answers


[email protected]

mailto:[email protected]


Barbara Doane

Questions & Answers


[email protected]

mailto:[email protected]

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