Banner General

General
Banner Naming Conventions(.pdf Format)
Banner Quick Keys(.pdf Format)

Banner Finance

Inquiry Forms
Banner Finance Inquiry Forms(white lock - group access required)(.pdf Format)
Banner Grant Inquiry Forms(white lock - group access required)(.pdf Format)

Banner Finance Processes & Jobs
Daily Processes(white lock - group access required)(.pdf Format)
Weekly Processes(white lock - group access required)(.pdf Format)
Monthly Processes(white lock - group access required)(.pdf Format)
Finance Reporting(white lock - group access required)(.pdf Format)
Year End Processes(white lock - group access required)(.pdf Format)
Sleep/Wake Processes(white lock - group access required)(.pdf Format)

Banner Finance Processes & Reports
Accounts Payable(white lock - group access required)(.pdf Format)
Budget Development(white lock - group access required)(.pdf Format)
Cost Accounting(white lock - group access required)(.pdf Format)
Fixed Asset(white lock - group access required)(.pdf Format)
General Ledger(white lock - group access required)(.pdf Format)
Investment Management(white lock - group access required)(.pdf Format)
Purchasing & Procurement(white lock - group access required)(.pdf Format)
Stores Inventory(white lock - group access required)(.pdf Format)

Other
Banner Finance Definition of Fund Classes(white lock - group access required)(.pdf Format)
Financial Profile - Signature Authority Reports(white lock - group access required)(.pdf Format)

Banner HR

ePAF Selection and Entry

When Preparing Your ePAF
Approval Category Job Aid (Color Print)(Updated: 07/01/2011)
Choosing THE DATE for your ePAF (Updated: 10/29/2012)
Procedures to Start a New ePAF(Updated: 03/07/2011)
Picking the Job Change Reason(Updated: 04/10/2013)
Annual Salary Factors (August 20, 2009)
Multi-purpose Exempt Employee Calculator (Updated 08/02/2012)     Click to View a Demo
Exempt Salary Calculator (August 25, 2009)
Calculate Hours per Day and Hours per Pay(Updated:05-11-2011)
Forms of Employee Pay (Color)(.pdf Format)(Updated: 07-01-2011)
Earning Codes for Employee Pay(Updated: 07-01-11)
Approval Categories and Their Types(Updated: 11-17-09)
ePAF Approval Matrix (Updated: August 20, 2009)
Managing Your Originator Summary(rev. Dec. 21, 2009)
Managing Your Approver Summary(rev. Dec. 21, 2009)
Proxy Navigation(rev. Dec. 21, 2009)
ePAF Attachment Instructions(Updated: 08/06/2012)

ePAF Templates

Starting Primary Jobs
New Hire (Exempt) TNHE(.pdf Format)(Updated: Oct 29, 2012)
New Hire (Non-Exempt) TNHN(.pdf Format)(Updated: Oct 29, 2012)
New Hire Faculty/TA/GPTI 9 Mo TNHFAC(.pdf Format)(Updated: Oct 29, 2012)
Transfer Gaining (Exempt) TTRFGE(.pdf Format)(Updated: Apr 10, 2013)
Transfer Gaining (Non-Exempt) TTRFGN(.pdf Format)(Updated: Apr 10, 2013)
Transfer Gaining Faculty/TA/GPTI 9 Mo TTGFAC(.pdf Format)(Updated: Apr 10, 2013)
Job Change - Begin (Exempt) TJCBGE(.pdf Format)(Updated:Oct 29, 2012)
Job Change - Begin (Non-Exempt) TJCBGN(.pdf Format)(Updated: Oct 29, 2012)
Job Change - Begin Faculty/TA/GPTI 9 Mo TJBFAC(.pdf Format)(Updated: Oct 29, 2012)

Starting Secondary Jobs
Add Secondary Job (Exempt) TSJE(.pdf Format)(Updated: Oct 29, 2012)
Add Secondary Job (Non-Exempt) TSJN(.pdf Format)(Updated: Oct 29, 2012)
Add Secondary Job Faculty/TA/GPTI 9 Mo TSJFAC(.pdf Format)(Updated: Oct 29, 2012)
Retiree Return to Work (Exempt)(.pdf Format)(Updated: Oct 29, 2012)
Retiree Return to Work (Nonexempt)(.pdf Format)(Updated: Oct 29, 2012)
Retiree Return to Work (Faculty)(.pdf Format)(Updated: Oct 29, 2012)
Add Secondary Position, 0 FTE (Exempt Only) TSPE(.pdf Format)(Updated: Oct 29, 2012)
Add Secondary Position Faculty/TA/GPTI 9 Mo TSPFAC(.pdf Format)(Updated: Oct 29, 2012)
Primary Job Recurring Pay (Exempt Only) TPJAEE(.pdf Format)(Updated: Oct 29, 2012)

Ending Jobs
Terminate Employee (Both Exempt and Non-Exempt) TTRMEE(.pdf Format)(Updated: Oct 29, 2012)
Terminate Faculty/TA/GPTI TTRMFA(.pdf Format)(Updated: Oct 29, 2012)
Transfer Losing (Both Exempt and Non-Exempt) TTRFLO(.pdf Format)(Updated: Oct 29, 2012)
Transfer Losing Faculty/TA/GPTI 9 Mo TTLFAC(.pdf Format)(Updated: Oct 29, 2012)
Job Change - End (Both Exempt and Non-Exempt) TJCEND(.pdf Format)(Updated: Oct 29, 2012)
Job Change - End Faculty/TA/GPTI 9 Mo TJEFAC(.pdf Format)(Updated: Oct 29, 2012)

Modifying Jobs
Pay Change (Exempt) TPACHE(.pdf Format)(Updated: Oct 29, 2012)
Pay Change (Non-Exempt) TPACHN(.pdf Format)(Updated: Oct 29, 2012)
FTE Change (Exempt) TCFTEE(.pdf Format)(Updated: Oct 29, 2012)
FTE Change (Non-Exempt) TCFTEN(.pdf Format)(Updated: Oct 29, 2012)

Multiple Action ePAFs
Job Change - End Old AND Begin New (Exempt) TJCEBE (Updated: Oct 29, 2012)
TJCEBE Instruction Guide (Color Print) (Updated: March 7, 2011)
Job Change - End Old AND Begin New (Fac/TA/GPTI) TJCEBF (Updated: Oct 29, 2012)
TJCEBF Instruction Guide (Color Print) (Updated: March 7, 2011)
Job Change - End Old AND Begin New (Nonexempt) TJCEBN (Updated: Oct 29, 2012)
TJCEBN Instruction Guide (Color Print) (Updated: March 7, 2011)
Job Change - Begin AND Future End (Student Asst/Temp) TJCBES (Updated: Oct 29, 2012)
TJCBES Instruction Guide (Color Print) (Updated: March 7, 2011)
New Hire AND Future End (Student Asst/Temp) TNHJES (Updated: Oct 29, 2012)
TNHJES Instruction Guide (Color Print) (Updated: March 7, 2011)
Transfer - Losing AND End Secondary Job (Exempt, Nonexempt) TTRFL2 (Updated: Oct 29, 2012)
TTRFL2 Instruction Guide (Color Print) (Updated: March 7, 2011)
Transfer - Losing AND End Secondary Job (Fac/TA/GPTI) TTLFA2 (Updated: Oct 29, 20121)
TTLFA2 Instruction Guide (Color Print) (Updated: March 7, 2011)
Transfer-Losing AND Transfer-Gaining (Exempt) TTRLGE (Updated: Apr 10, 2013)
TTRLGE Instruction Guide (Color Print) (Updated: March 7, 2011)
Transfer-Losing AND Transfer-Gaining (Fac/TA/GPTI) TTRLGF (Updated: Apr 10, 2013)
TTRLGF Instruction Guide (Color Print) (Updated: March 7, 2011)
Transfer-Losing AND Transfer-Gaining (Nonexempt) TTRLGN (Updated: Apr 10, 2013)
TTRLGN Instruction Guide (Color Print) (Updated: March 7, 2011)
Terminate Employee AND End Secondary Job (Exempt, Nonexempt) TTRME2 (Updated: Oct 29, 2012)
TTRME2 Instruction Guide (Color Print) (Updated: March 7, 2011)
Terminate Employee AND End Secondary Job (Fac/TA/GPTI) TTRMF2 (Updated: Oct 29, 2012)
TTRMF2 Instruction Guide (Color Print) (Updated: March 7, 2011)

Department Operations

Occasional Personnel Actions
Fringe Projection Application
Appointing a Non-Tech Employee(.pdf Format)(Updated: November, 17, 2009)
Appointing Full-Time Exempt Non-Faculty Employees to Teach Class(.pdf Format)(Updated: July, 1, 2011)
Appointing Work Study Students(.pdf Format)(Updated: November, 17, 2009)
Manual Check Procedures(.pdf Format)(Updated: November, 17, 2009)
2013 Summer Instructions(Color)
• Slide Overview: Procedures for Summer Appointments(.pdf Format)(Updated: Apr, 04, 2013)
• Faculty(.pdf Format)(Updated: Apr, 04, 2013)
• GPTI/TA(.pdf Format)(Updated: Apr, 04, 2013)
• RA,GA,and Not Enrolled in Graduate School(.pdf Format)(Updated: Apr, 04, 2013)

Banner Student

Banner 8 Upgrade Job Aids

• What's New in Banner 8
  Schedulers - Review of Schedulers Processes FAQs(.pdf Format)(Updated: 03/2010)
  Schedulers - Build Course Sections Steps (.pdf Format)(Updated: 03/2010)
  Academic History(Updated: 03/2010)
  Course Sections(Updated: 03/2010)
  General Person(Updated: 03/2010)
  General Student(Updated: 03/2010)
  General System(Updated: 03/2010)
  Registration & Class Roster(Updated: 03/2010)
  Transfer Articulation(Updated: 03/2010)
• Banner 8 Quick Overview
  Banner 8 - Quick Overview of Changes(Updated: 03/2010)

General Job Aids

• General
  Banner Basics Powerpoint(.pdf Format)(Updated: 11/25/09)
  Banner Student INB Forms(.pdf Format)(Updated: 05/2011)
  FERPA Workshop Powerpoint(.pdf Format)(Updated: 09/2011)
  Where Do I Find...Handout(.pdf Format)(Updated: 10/17/2011)
  Term Codes - TTU (UG,GR)(.pdf Format)
  Term Codes - Law(.pdf Format)
  Term Codes - HSC(Nurs, AH, GBS)(.pdf Format)
  Term Codes - Pharmacy(.pdf Format)
  Term Codes - Medicine-El Paso(.pdf Format)(Updated: 02/09)
  Term Codes - Nursing-El Paso(.pdf Format)(Updated: 10/24/2011)
• Navigation & Resources
  Banner Fundamentals Training Guide(.pdf Format)(Updated: 09/08)
  Navigation and Naming Convention Bookmark(.pdf Format)(Updated: 09/08)
  How to get Your Oracle ID and Reset Password Instructions(.pdf Format)(Updated: 02/09)

Academic Job Aids

• Academic History
  Where do I Find Academic Standing Codes - SHASTAT(.pdf Format)(Updated: 07/09)
  Understanding WOAHOLD(.pdf Format)(Updated: 05/06/2010)
  Hold Type Descriptions - WOAHOLD(.pdf Format)(Updated: 05/27/2010)
• Admissions
  Admissions Training Guide(.pdf Format)(Updated: 08/08)
• Faculty
  Final Grading Instructions(.pdf Format)(Updated: 12/08/09)
  How to Submit Grades Through WebCT(.pdf Format)(Updated: 12/01/09)
  Student Term Grade Upload(.html Format)(Updated: 12/11/09)
  Mid-Term Grading Instructions(.pdf Format)(Updated: 10/13/10)
  Summary Class List(.pdf Format)(Updated: 05/09)
  Week at a Glance(.pdf Format)(Updated: 08/09)
• Registration
  Where do I go...Registration Processes(.pdf Format)(Updated: 03-17-09)
  How to Set Permits on SFASRPO(.pdf Format)(Updated: 10/24/2011)
  How to Add Multiple Permits - SFASRPO(.pdf Format)(Updated: 08/28/09)
  How to Change Variable Credit Hours(.pdf Format)(Updated: 03-17-09)
  How to View Prerequisites (created by IRIM)(.pdf Format)
  Registration, Drop, and Withdrawal Status Codes(.pdf Format)(Updated: 11/08)
  Registration Error Messages(.pdf Format)(Updated: 11/2010)
  Linked Sections(.pdf Format)(Updated: 02/09)
• SSB (Raiderlink - WebRaider)
  MyTech Handout(.pdf Format)(Updated: 12/08)
  MyTech Overview(.pdf Format)(Updated: 05/21/2010)
  MyTech Overview - Printable Version(.pdf Format)(Updated: 05/21/2010)
  Raiderlink Handout(.pdf Format)(Updated: 02/08/2010)
  WebRaider Handout(.pdf Format)(Updated: 02/08/2010)
• Scheduling
  How to Build Course Sections - TTU(.pdf Format)(Updated: 10/27/11)
  How to Build Course Sections - HSC(.pdf Format)(Updated: 10/27/11)
  Cross List Codes(.pdf Format)(Updated: 12/10)
  Instructional Methods – TTU(.pdf Format)(Posted: 09/22/2011)
  Cognos Instructions(.pdf Format)(Updated: 06/30/09)
  Blackboard Integration & Scheduling(.pdf Format)(Updated: 12/10)
• "How To..." Processes
  How to Place and Remove Holds - WOAHOLD(.pdf Format)(Updated: 09/08)
  How to Enter a Student Advising Comment-SPACMNT(.pdf Format)(Updated: 11/09)
  How to post Test Scores in SOATEST(.pdf Format)(Updated: 05/2011)
  How to Post Test Credit - SFAREGS-SFASLST(.pdf Format)(Updated: 12/09)
• Transfer Evaluation
  How to Look Up Course Equivalencies - SHATATR(.pdf Format)
• Time Ticketing
  How to Enter Time Ticketing(.pdf Format)
• Waitlist and Reserved Seating
  Waitlist Registration Process(.pdf Format)
  Waitlist and Reserved Seating Tutorial for Advisors(.ppt Format)
  Registration Error Messages(.pdf Format)
  Waitlist Quick Steps(.pdf Format)

Miscellaneous

COGNOS
Logging onto COGNOS(white lock - group access required)(.pdf Format)
Adding URL to My Folders(white lock - group access required)(.pdf Format)

Team App
Team Application Budget Prep Access(.pdf Format)
TeamApp Budget Prep Reports(.pdf Format)
TeamApp Instructions(.pdf Format)(Updated: 06/21/2011)
TeamApp Reports(.pdf Format)

Procurement
Signature Authority Instructions(.pdf Format)
TechBuy(SciQuest) - Entering FOAP Codes to My Profile(.pdf Format)

Raiderlink
Add Available Budget Tab
Available Budget Instructions
Add Channels and Tabs

Xtender
Basic Navigation in Xtender