Banner Finance

Handouts
Financial Management 101 Handout(.pdf Format)(Updated: 04-11-2012)
Finance Workshop Handout(.pdf Format)(Updated: 01-24-2011)
Banner INB Finance Access Request Form(Updated: 12-08-2011)
Finance INB Navigation and Exercises(.pdf Format)(Updated: 01-15-2012)

Banner HR

Reference Materials

For the "All about HR and ePAF " Class:
Human Resources and Employee Relationships(.pdf Format)(Updated: 11-01-2010)
Your Department’s Roles: ePAF Originators, Approvers and Proxies(.pdf Format)(Updated: 06-22-2011)
ePAF Routing and Approval(.pdf Format)(Updated: 07-01-2011)
All About ePAF and Approval Categories(.pdf Format)(Updated: 11-01-2010)
Date Definitions You Should Know(.pdf Format)(Updated: 11-01-2010)
Employee Pay and Earning Codes(.pdf Format)(Updated: 07-01-2011)
Banner HR Environment (Color)(.pdf Format)(File:A-Banner HR Environment)(Updated: 07-01-2011)
Illustrates the components of the environment and their relationships.
Forms of Employee Pay (Color)(.pdf Format)(Updated: 07-01-2011)
Categorizes the methods of paying employees. Provides definitions and codes for clarification.

Class Materials

For the HR and ePAF Classes
Pre-Class Assignment for HR and ePAF(.pdf Format)(Updated: 10-12-2011)
Quick Reference Guide to HR and ePAF (.pdf Format)(Updated: 10-12-2011)
TTU New Hire Nonexempt TNHN (.pdf Format)(Updated: 06-14-2011)
TTU New Hire Exempt TNHE (.pdf Format)(Updated: 06-14-2011)
TTU New Hire Faculty TNHFAC(.pdf Format)(Updated: 06-14-2011)

Click for the "ePAF Attachments " Class:
Download this file during class:
Documents to download during class

Click for the "Employee One-time Payment System (EOPS)" Overview:
EOPS – Employee One-time Payment System Guide(.pdf Format)(color)(Updated: 04-01-2012)

WTE/WLR
Employee Reference Guide (WTE/WLR)(.pdf Format)(Updated: 05-12-09)
The employee reference guide to WTE/WLR entry.
Approvers Reference Guide (WTE/WLR)(.pdf Format)(Updated: 05-12-09)
The approvers reference guide to WTE/WLR approval:
WTE Practice Sheet(.pdf Format)(Updated: 05-12-09)
Web Time Entry Practice Sheet Exercises.

Procurement

Procurement
TechBuy(SciQuest) Shopper Training
Quick Approval of a TechBuy Purchase Requisition (.pdf Format)
TechBuy(SciQuest) Intermediate Training Materials
Frequently Used Account Codes
TechBuy(SciQuest) Approver's Guide
TechBuy(SciQuest) Receiving Procedures
TechBuy Upgrade Demonstration

PCard
• Citi Cardholder User Guide
• Citi Reconciler User Guide
• Reconciler FOAP Allocation Cardholder Access
• Reconciler FOAP Allocation Reconciler Access

Travel
• Travel Training Application

Banner Student

General
Banner Survey Feedback Form(.pdf Format)(Updated: 10/26/09)

Banner Basics Training
Banner Basics Powerpoint (Printable Version)(.pdf Format)(Updated: 11/25/09)
FERPA Workshop Powerpoint (Printable Version)(.pdf Format)(Updated: 09/14/2011)
Banner Student INB Forms(.pdf Format)(Updated: 05/09)
Where Do I Find...Handout(.doc Format)(Updated: 09/08)

Waitlist and Reserved Seating
Waitlist and Reserved Seating Registration (.pdf Format)
Waitlist and Reserved Seating Tutorial for Advisors (printable version)(.pdf Format)(Updated: 03-23-2011)

Miscellaneous

COGNOS
Introduction to Query Studio(.pdf Format)(Updated: 05-12-09)
Introduction to Finance Reporting(.pdf Format)(Updated: 08-04-09)
Introduction to HR Reporting(.pdf Format)(Updated: 08-04-09)

Training Documents for Budget
Budget Revision System User's Guide(.pdf Format)(Updated: 04-11-2012)
Budget Basics Presentation(Updated: 04/11/2012)

Handouts for “Budget Prep” FY2012 (Also used for FY 2013)
Quick Steps for Budget Prep(.pdf Format)(Updated: 05-16-2012)
Early Planning for Budget Prep(.pdf Format)(Updated: 04-22-2011)
List of Budget Prep Reports .pdf(.pdf Format)(Updated: 05-18-2010)
List of Budget Prep Edits .pdf(.pdf Format)(Updated: 05-18-2010)
Budget Prep Overview (Slides)(.pdf Format)(Updated: 05-14-2012)
Steps to Follow in Salary Planner(.pdf Format)(Updated: 05-10-2011)
Guide to Features of Salary Planner(.pdf Format)(Updated: 05-10-2011)
Salary Planner Reports(.pdf Format)(Updated: 05-13-09)
Budget Development (.pdf Format)(Updated: 05-14-09)
Budget Development Reports(.pdf Format)(Updated: 05-13-09)
Budget Prep Lock Instructions (.pdf Format)(Updated: 05-14-09)
Budget Transfer (.pdf Format)(Updated: 05-14-09)

Handouts for "Budget Prep" FY2011
Budget Prep FY11 Announcement(.pdf Format)(Updated: 05-05-2010)
List of Budget Prep Reports - 2011.pdf(.pdf Format)(Updated: 05-18-2010)
List of Budget Prep Edits - 2011.pdf(.pdf Format)(Updated: 05-18-2010)
Budget Prep Training Overview-powerpoint(.ppt Format)(Updated: 05-05-2010)
FY2011 Steps to Follow in Salary Planner(.pdf Format)(Updated: 05-14-09)
Guide to Features of Salary Planner(.pdf Format)(Updated: 05-14-09)
Salary Planner Reports(.pdf Format)(Updated: 05-13-09)
Budget Development FY11(.pdf Format)(Updated: 05-14-09)
Budget Development Reports(.pdf Format)(Updated: 05-13-09)
Budget Prep Lock Instructions FY11(.pdf Format)(Updated: 05-14-09)
Budget Transfer FY11(.pdf Format)(Updated: 05-14-09)

Handouts for "Budget Prep" FY2010
Salary Planner Guides(.pdf Format)(Updated: 05-12-09)
Salary Planner Reports(.pdf Format)(Updated: 05-12-09)
Budget Development(.pdf Format)(Updated: 05-12-09)
Budget Development Reports(.pdf Format)(Updated: 05-12-09)
Budget Transfer(.pdf Format)(Updated: 05-12-09)
FY 2010 Operating Budget Policy Guidelines(.pdf Format)(Updated: 05-12-09)
Budget Prep Lock Instructions(.pdf Format)(Updated: 05-12-09)
Merit Guidelines 2010(.pdf Format)(Updated: 05-12-09)
Fund Types not in Budget Development(.pdf Format)(Updated: 05-12-09)
FY 2010 Merit Program - Final(.pdf Format)(Updated: 05-12-09)



• Overview: Salary Planner & Budget Development(.pdf Format)(Updated: 05-12-09)