HR Processing Training Materials

Training materials, such as job aids and training manuals, are grouped by specific HR processing topics. Campus specific materials are also available on this page. All materials are in Adobe Acrobat format, unless indicated otherwise.

Human Resource Information System - Applications

Human Resource Information System - Self-Service

Human Resource Transaction Processing

Reporting

Troubleshooting

Campus Processing

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Human Resource Information System - Applications

Banner Job Aids

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Human Resource Self-Service Applications

Nessie

  • Nessie Fact Guide - Describes on one page What, Why, Who, When and How to use Nessie.(06/08/07)
  • Nessie in 3 Steps - Provides step by step instruction on how to access Nessie and includes what type of information is on the website.(06/08/07)
  • Nessie Requirements at UIC - Provides a list of software and access requirments that is needed to use Nessie from any computer. Also it lists public access sites on the specific campus and contact information for troubleshooting. (06/08/07)
  • Nessie Requirements at UIS - Provides a list of software and access requirments that is needed to use Nessie from any computer. Also it lists public access sites on the specific campus and contact information for troubleshooting. (06/08/07)
  • Nessie Requirements at UIUC - Provides a list of software and access requirments that is needed to use Nessie from any computer. Also it lists public access sites on the specific campus and contact information for troubleshooting. (06/08/07)

Nessie New Hire

  • Nessie New Hire Guide - Provides step by step instruction on completing Nessie New Hire. Includes troubleshooting 'help desk' notes and screen shots. Please note this is a large document and may take a few minutes to open. (5/19/06)

Panda

  • Employment Application Guide - Provides step by step instruction on completing an online employment application. Includes troubleshooting 'help desk' notes. Please note this is a large document and may take a few minutes to open. (10/13/06)
  • Employment Application Tip Sheet - One page tip sheet on completing an online employment application.(10/9/07)
  • Employee Class (e-class) - Two letter code and corresponding descriptions, as well as if there is a job end date required on NBAJOBS in Banner for that e-class. (09/27/07)
  • Personal Identification Changes - Information about who to contact or which forms to complete when changing personal information. (06/13/06)
  • Reviewing an Employee's Information using NZIESUM - Step-by-step instructions (flip card format) for accessing the employee summary view form (NZIESUM) in Banner. (03/07/06)
  • Name and SSN Change Form - This form is used for employees who need to correct an incorrect SSN, or employees who need to change from a TCN to an SSN. (05/02/07)

Employee Verification System (EVS)

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Human Resource Transaction Processing

Employment Administration

FMLA and Vessa

  • FMLA & VESSA Training - Instructions for putting an employee on FMLA or VESSA leave in Banner. Includes demonstrations of Banner entry.
  • FMLA / VESSA FAQs - Frequently Asked Questions about processing FMLA or VESSA leaves. (03/18/04)

Personnel Transmittal Information Report (PITR)

Payroll/Time and Attendance

Position Information

Salary Planner

  • Salary Planner - Link to information and resources for the Academic and Open Range reappointment process through Salary Planner.
  • HRES Full Personnel Complete (Not available to units; central HR only) - Provides a comprehensive view for all jobs associated with the employee undergoing a job salary change.
  • HRES Open Range Daily Change - Provides a list of all Open Range employees with jobs that are associated with a change.
  • HRES Employees within Unit - Provides a list of employees within the department along with each employees job and corresponding organization.
  • HRES BPL Max Increase % Allowed and Zero - Budget Position listing of all employees, sorted by position budgeting organization, who received no increase or who received an increase greater than the specified parameter. To identify salary increases or 0% increases that may require justification.
  • HRES BPL Adhoc Query - Provide Budgeted Position Listing (BPL) information by organization. Provide Budgeted Position Listing information by organization, UIN, name, home organization, position number and suffix, time sheet organization, E-class, account number, budget profile, tenure code, old FTE , new FTE, presents salary, rate increase, other change, proposed salary, % change, overall proposed salary, overall % change, NACUBO code, professor category and employee status. (3/27/07)
  • HRES AP Salary Threshold - List of all AP employees whose current annual salary in Banner is less than the .Proposed Annual Salary. parameter and total proposed annual salary in the Salary Planner is greater than the Proposed Annual Salary parameter.
  • HRES_Academic FTE - Used to create lists of all Academic employees with a proposed FTE greater than 1 or less than .50
  • HRES Academic BPL Descending Salary - List employees/jobs, within an organization and will include UIN, name, total proposed FTE, total proposed salary, FTE adjustment, E-Class change, if applicable, in descending order by proposed salary. The Salary Planners will use the report to view all Academic employee and their jobs by ORG sorted in descending order by proposed salary.
  • HRES Academic Average Rate Increase - Provides academic average rate increase numbers within organization by all funds (State funds only).

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Reporting

Academic Vacation and Sick Leave (AVSL) Reporting

  • AVSL Reporting - Link to information about vacation and sick leave reporting for Faculty, Other Academics, and Academic Professionals.

Reporting Information

  • FAQs about HR Reports Available to Units - Frequently asked questions about HR reports available to units. (01/24/06)
  • Reporting Concepts - Reporting tips and guidelines for use of Banner data. (4/11/2008)
  • HR Reports Available to Units - Link to an on-demand live report (cookies must be enabled), listing HR reports available to units.
  • HR Reports Job Aids:
    • AVSL Balance Report - Reports academic employee year-to-date leave balances for Sick and Vacation. This report shows what is in Banner PEALEAV for Academic Employees as of the day prior.(05/31/2007)
    • Budget Profile Report - Displays all positions in "budget eligible" E-Classes for each unit.(05/31/2007)
    • Daily Transaction Report - Captures on a daily basis, any changes that have occurred to an employees position/job record.(05/31/2007)
    • List by Organization Report - The report will give a list of current employees based on job org code. (05/31/2007)
    • Unpaid Jobs by Organization Report - List of UA e-class positions and their incumbents by job chart and organization.(05/31/2007)
    • FMLA VESSA Usage Report - Details employees by org code (name, UIN, e-class, position) who have used leave hours that qualify for both FMLA and VESSA leave in a 12 month period (designated by the report user). Includes how many hours/days they are eligible for, how many they have used, and how many are remaining. (05/31/2007)
    • HPAY Account Segment Exception - Identify earnings charged to an account segment range outside of designated E-Class account specific ranges.(05/31/2007)
    • HPAY Adjustment Notification for Leave Seniority - Used by HR/Departments to update leave and seniority accruals and balances for adjustments. (05/31/2007)
    • HPAY Earnings Configuration - The reports will show current earning code configurations information which can be used as models for new earning codes.(05/31/2007)
    • HPAY Unit Timesheet Routing-Queue Role - Verified the roles and the employees who function in those roles.(05/31/2007)
    • HRPAY Employee Role Job Aid - Provides a list of employees within the department along with each employees job and corresponding organization. A report for maintaining the Time Reporting Routing queue.(05/31/2007)
    • Visa Status - This report will give departments/colleges/Central HR units the ability to generate a list of employees who have VISA information present in Banner for GOAINTL by ORG code.(05/31/2007)

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Clarify for Human Resources

  • Clarify - Instruction on using the Clarify Help Desk system for logging and solving user issues. Security access for this application is required. Request for training material should be directed to:helpdesk2@uillinois.edu(02/09/07)

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Campus Processing

Chicago Campus Processes

Springfield Campus Processes

Urbana-Champaign Campus Processes

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For questions regarding this information, please email HR Staff Development.