DIRECTORY:
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Banner Class Descriptions
Banner Navigation
Alumni Module
Finance Module
Human Resource Module
Student Module
Alumni: Query-BAQ
Trainer: Judy Tacket, jtackett@uidaho.edu
Alumni Query training.
Finance: Query-BFQ
Trainer: Patricia Morris, patriciam@uidaho.edu
Overview of Query forms for the Finance Module, including forms to look at budget expenditures and revenue, encumbrances and budget availability. Vendor histories and invoice status checks are also included.
* Required for anyone needing access to the Finance Module, this is the prerequisite to all subsequent Finance classes.
Finance: Budget Overview-BFBO
Trainer: Janice Todish, jtodish@uidaho.edu
For employees who have finance access and are responsible for managing departmental budgets. Information on how to find transactions in Banner; the proper procedure for processing finance documents (and some HR docs) how to work most Banner finance modules, understanding approval queues and effective time and budget management.
* Please contact Janice Todish in the Budget Office to Schedule a Budget Overview Session.
Finance: Budget Transfers-BFT
Trainer: Janice Todish, jtodish@uidaho.edu
For new employees who have finance access and are responsible for managing budgets. Information on the proper procedure to implement a budget transfer, how it affects the adjusted budget and available balance, the importance of budget transfers for proper budget management and alleviating NSF documents; what budgets are allowable to perform budget transfers between. The pre-requisite to budget transfer training is Maintenance Journals and Approvals
* Please contact Janice Todish in the Budget Office to schedule a Budget Transfers Session.
Finance: Job Submission-BFJS
Trainer: Patricia Morris, patriciam@uidaho.edu
A job submission class that uses the report FWRDOAR. This report is the most common for those in department to print to verify budget activity once the month has closed. Also access to other reports listed in the class sign up.
* Those needing a print outs of budget activity should attend this class.
Finance: Maintenance- DPOs, Requisitions, & Change Orders-BFDRCO
Trainer: Julia McIlroy, juliam@uidaho.edu
This class is an introduction to Department Purchase Orders (DPOs), Requisitions, and Change Orders. The class is designed for any employee within their department who may enter or approve these documents.
Finance: Maintenance- Journals, Approvals, Encumbrance Liquidations and Purchasing Card Training-BFMAJ
Trainer: Linda Keeney, lkeeney@uidaho.edu
Basic review of Banner finance approval forms, Purchase Order Liquidations and the Journal Processes, along with the Purchasing Card journals, the review of Cost Transfers, IDG and Revenue Transfers journals.
HR: Query-BHQ
Trainer: Myung Chun, mchun@uidaho.edu
Provides query information for the HR Module. Anybody dealing with personnel or payroll information should take this class.
* This class is the prerequisite to the Time Entry and EPAF classes.
HR: Advanced EPAF Training-BHAEPAF
Trainer: Myung Chun, mchun@uidaho.edu and Cretia Bunney, cretiab@uidaho.edu
Advanced EPAF Training, including tips and tricks, frequently asked questions, and refreshers.
* HR Query and the standard EPAF Training class are pre-requisites to this training.
HR: EPAF-BHEPAF
Trainer: Cretia Bunney, cretiab@uidaho.edu and Myung Chun, mchun@uidaho.edu
Provides hands-on training and instruction for entering personnel action forms into the Banner system. Trainees are given scenarios in which they must enter a new employee into Banner or change existing information. Worksheets provide trainees an opportunity to select the appropriate approval category before the EPAF is entered.
* This class should be taken by those who will be entering personnel action forms for the department as well as those individuals who will be proxy for those who enter them.
HR: Summer Session EPAF's-BSEPAF
This class is for summer session EPAF's only. Please only sign up for this class if you have already completed the normal EPAF class.
HR: Time and Leave Entry-BHTLE
Provides hands-on training and instruction for entering hours into the Banner system. The topics covered include determining employee types, which employees earn compensatory time, which employees are paid for overtime, which employees accrue leave (such as vacation and sick leave), and the steps necessary to input the appropriate codes into Banner.
* This class should be taken by departmental timekeepers as well as those individuals who will be filling in for the timekeeper.
Student: Job Submission-BSJS
Trainer: Chris Menter, cmenter@uidaho.edu
This training is specifically designed for academic college and department administrative personnel who need to do reporting with student data. The training covers class rosters, student lists, as well as advising transcripts. Completion of Banner Student Query is required for admission.
Student: Query-BSQ
Trainer: Chris Menter, cmenter@uidaho.edu
This training is designed for administrative personnel with a need to access basic student information through Banner forms (not Web). The training highlights how to access and interpret information from recruiting through graduation. Completion of Navigation training is required for admission.
Travel Web Form Training-BTWFT
Trainer: Linda Keeney, lkeeney@uidaho.edu
Training to navigate through the new Travel Web Forms and basic travel policy training as it relates to the data entry of the web forms.
* The forms are web based and are available for all employees who prepare travel documents including travelers who would prefer to complete their own travel documents directly on the UI Web for Employee application.
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