Training Materials
Print out these materials for your class. Protected documents with limited access are marked by the “lock” icon. If you had access to these areas prior to redesign, it remains valid, however, user names and passwords have been replaced by eRaider login.
Banner Finance
- Financial Management 101 Handout - (Updated: 07/07/09)
- Financial Management 102 Handout
- Finance Workshop Handout
Banner HR
Summer School 2009
- Summer School ePAF Instructions (rev. May 12, 2009)
ePAF Preparation and Submission
- ePAF Templates (rev. April 23, 2009 (black and white)
- ePAF Originator & Approver Guide (color is optional)
- Calculation tool for figuring FTE/Hours Per Day/Hours Per Pay fields within an ePAF
- ePAF Annual Salary Calculation Tool
- ePAF Approval Matrix (rev. June 25, 2009)
- ePAF Attachment Instructions
ePAF Date Definitions
HR101 Introduction to Banner HR
- Banner HR Environment (Color)
File: A-Banner HR Environment.
Illustrates the components of the environment and their relationships. -
Forms of Employee Pay (Color)
File: B-Employee Pay Methods.
Categorizes the methods of paying employees. Provides definitions and codes for clarification. - COGNOS: List of Employees by Organization (Color)
File: C-Accessing Budget HR Reports.
Reference Guide for the report that lists employee data for the department. - HR101 Workbook (Black & White)
File: HR101 Handout.
Reference manual for Banner HR and ePAF concepts.
WTE/WLR Handouts
- Employee Reference Guide (WTE/WLR)
The employee reference guide to WTE/WLR entry. - Approvers Reference Guide (WTE/WLR)
The approvers reference guide to WTE/WLR approval: - WTE Practice Sheet
Web Time Entry Practice Sheet Exercises.
Budget Preparation
Handouts for "Budget Prep, Banner Style" classes.
- Salary Planner Guide
- Salary Planner Reports
- Budget Development
- Budget Development Reports
- Budget Transfer
- FY 2010 Operating Budget Policy Guidelines
- Budget Prep Lock Instructions
- Merit Guidelines 2010
- Fund Types not in Budget Development
- FY 2010 Merit Program - Final
Procurement
- TechBuy(SciQuest) Shopper Training
- Quick Approval of a TechBuy(SciQuest) Purchase Requisition
- TechBuy(SciQuest) Phase II User Guide
- TFIM SubObj to Banner Acct and Budg Pool crosswalk
- TechBuy(SciQuest) Approver's Guide
- TechBuy(SciQuest) Receiving Procedures