Implementation Minutes for October 9, 2008

Implementation Minutes

CameronUniversity

Implementation Minutes for October 9, 2008

HR Migration Meeting

October 15, 2008

Meeting Information

Facilitator / Laurene Farley, Jon Briggs
Note Taker / Ken Gilliam
Attendees / Ken Gilliam, Corlis McPhaul, Kurt Jn Marie, Ninette Carter, Debbie Goode, Rick Clyburn, Cheryl Davis

General Person

Relevant Training/Discussion Highlights: / Banner ID will be 9 digits

Will be the same as Cameron’s current IDs (6 digits) preceded by 3 zeros

Telephone numbers and e-mails will be stored in Banner. E-mails are not currently stored in Cameron’s legacy system, payroll doesn’t currently store telephone numbers.
Information needed to create a person:

First and last name
Social security number
Address
Date of birth
Ethnicity
Gender

GAPs Identified: / The Oklahoma Office of State Finance processes and pays payrolls for Cameron University. State Finance requires all names and addresses to be in uppercase. These will be in mixed case in Banner and will need conversion prior to transmission to state.
Decisions Made:
Decisions Required:
Other Issues and Concerns: / There are new ethnicity codes being published for 2009. Banner should include these new codes. Banner may need new fields.

Action Items / Assignments

Description / Owner / Deadline

Employee Administration Module

Relevant Training/Discussion Highlights: / Banner will hold 5 different employment dates. (Original hire dates, current hire dates, etc.)
Employee classes have been identified. Employee class codes are being developed by Jon Briggs.
Home and check organizations will usually be the same. These should be matched to account numbers.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Develop leave and benefit categories / Ken Gilliam
Jon Briggs

Positions and Jobs Module

Relevant Training/Discussion Highlights: / HR has begun identifying positions.
Budget information will be input here.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

Benefits and Deductions Module

Relevant Training/Discussion Highlights: / Prior information on benefits and deductions will not be converted
Jon Briggs has spreadsheet on our current benefits and deductions.
GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

Leave Accrual

Relevant Training/Discussion Highlights: / Conversion will include records of each type of leave for each type of employee.
Leave information will be converted just before go-live so information is up to date when Banner is implemented.

The last time leave will be charged and accrued will be when processing the December regular monthly payroll. Conversion of leave records will occur soon after this payroll is processed.

GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline

Payroll Administration Module

Relevant Training/Discussion Highlights: / Go-live will occur January 1, 2010. Cameron’s fiscal year begins July 1. Go-live will not occur at the start of the fiscal year.
Check stubs will be electronic, Cameron currently prints paper check stubs.
GAPs Identified: / W-2 will continue to be printed by the Office of State Finance. Will this information match Banner’s W-2 information without exception?
Decisions Made:
Decisions Required: / Should we allow employees to view W-2 information via the web?
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Review implications of go-live occurring at the start of the calendar year instead of the fiscal year. / Ken Gilliam
Ninette Carter

Other Reports

Relevant Training/Discussion Highlights: / Regents Report

Runs from August through June each year

American Fidelity Report

This is the report we submit electronically as a remittance for our Life and Section 125 premium billing. (Section 125 remittance includes both pre and post tax deductions)

Vet 100 report

This reports on veterans working for Cameron
This report is already available in Banner

GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Look at the Vet 100 report in the Banner user documentation to ensure this report suits Cameron’s needs. / Corlis McPhaul

Historical Payroll Information

Relevant Training/Discussion Highlights: / Banner will not convert historical payroll information.

Banner will be built for Cameron’s current position structure, historical information won’t likely always fit this structure.
Historical information can be stored in other ways than by converting to Banner.
Payroll keeps copies of W-2s for all employees, wage information can be obtained this way.

GAPs Identified:
Decisions Made:
Decisions Required:
Other Issues and Concerns:

Action Items / Assignments

Description / Owner / Deadline
Determine possible needs for historical payroll information and how that may be obtained. / Ken Gilliam
CameronUniversity / SunGard Higher Education – Confidential & Proprietary
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