Session Overview Web for Employee

1
Session OverviewWeb for Employee

• Security
• Review of Chart of Accounts
• Banner Web Features
• Create Personal Query

2
Security Overview

• Data is housed in Oracle
• Uses an encrypted web session (https//)
  connection which provides for safe log in and log
  out
• Uses kerberos security (no one can pretend to be
  you)
• Fund and organization security is tied to
  kerberos security so you have a unique profile

3
Security Overview

• Product is rather paranoid
• Logs user off after a certain time
• Does not allow user to have more than one session
  at any given time
• Product is developed by SCT, is widely used, and
  has been tested in many environments
• Contact Kevin Davidson if you have more security
  concerns or questions

4
Chart of Account Review

• Rose-Hulman Chart is 2
• Chart Elements
• F -Fund
• O -Organization
• A -Account
• P -Program
• A -Activity
• L -Location

5
Chart of AccountsHierarchy

• Fund ultimately rolls up to Fund Type
• 11 (Fund Type)
• 100 Current Unrestricted Fund
• 1100 Operations
• 1200 Designated Fund
• 12XXX Dept. Designated Fund

6
Chart Hierarchy

• Organization code rolls up to responsible Vice
  President
• 900 Vice President
• 901 Department of Fine Arts
• 9001 Fine Arts Salary
• 9002 Fine Arts Non-Salary
• 9003 Fine Arts Grant Contract

7
Chart Hierarchy

• Account ultimately rolls up to account type
• 73 Supplies and Materials (Account Type)
• 630 Supplies and Materials
• 6310 Office Supplies
• 6330 Laboratory Supplies

8
Banner Web Features

• RHIT to implement
• Web for Student
• Web for Employee
• Web for Faculty
• Web for Employee Features
• Benefit and Payroll Information
• Financial Services

9
Financial Services Features

• Create your own query
• Account balances are real-time
• Allows user to
• access Institute and grant/contract budgets
• download data to spreadsheet
• review transaction detail
• build comparative data queries

10
Creating Queries

• Two types of queries
• Budget Status by Account Code (eg. 6310)
• Organizational Hierarchy- returns summarized data
  by organization code

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Three Steps to Create Query

• Select type of query
• Select columns to display
• (See STEP TWO in handout)
• 3. Select parameters for your query (chart,
  fiscal year, fiscal period, either organization
  or grant code required)
• You have the option of saving query at step 2 or
  3

12
Grant and Contract Variances

• Security Issues
• In addition to fund code, each grant has a grant
  number
• Grant number contains prefix to designate
  department (see list attached to handout)
• User can retrieve grant number by utilizing
  look-up feature

13
Grant and Contract Variances

• To retrieve all grant expense, leave organization
  code blank
• Budget data returned Year to Date is grant or
  contract inception to date
• Grant and Contract variances are highlighted in
  green font in handout

14
Tips

• Use Quick Links on RHIT web pages to log-on
• Required parameters
• Chart of accounts 2
• Fiscal year
• Fiscal period
• Either grant code or organization code
• For current balance be sure to choose current
  fiscal period
• Utilize look-up feature
• Save downloaded data in secure location