Banner/HR Systems Job Aids

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.

Banner

Academic Vacation and Sick Leave - information, tools, and job aids to assist with the bi-annual AVSL reporting process.
Banner Terminology - Definitions for commonly used terms in Banner. (05/2005)
Position/Job Title Abbreviations - List of abbreviations for use in Banner. (10/2011)
Contract Parameter Codes and Descriptions - Four letter code and corresponding description for the Contract Parameter field on the NZADTCP Banner form. (11/2017)
Leave Categories - Two character code and corresponding description for all leave categories in Banner. (01/2016)
Job Change Reason Codes (03/2022)
Termination Codes (08/2020)
Emergency Contact Relationship Codes (09/2019)

HR Front End

Provides step-by-step instructions for how to do work and complete transactions in the HR Front End. Click the appropriate link for instructions for that topic.

HRFE Overview and Navigation
New Hire
Add a Job
Employee Job Record Changes
Labor Distribution Only Changes
Employee Data Changes
Job End Date
Reappointments
Separations
Employee Group/Class Change
Historical Job Change
Position Creation and Maintenance
HRFE Foundations
Employee Search and Online Help - Instructions for how to do an Employee Search (including Quick Search), and how to set up preferences for Employe Search, as well as instructions for using Online Help.
In/Outboxes - Instructions for how to navigate, set up preferences for, and set presets for the In/Oubox.
Additional Elements - Instructions for how to do multi-component transactions, as well as steps for adding memos to a transaction, Document Attachment, Send-to and FYI's.

Human Resource Web Applications

UI New Hire Onboarding System

UI New Hire Quick-Start Guide - answers common questions about logging in and navigating newHire (07/2015)
UI New Hire System Guide - an in-depth look at the redesigned UI New Hire system, covering all forms and options (requires University of Illinois authentication to view) (03/2015)

My UI Info

Log into My UI Info to update personal information such as your address, emergency contact, marital status, work history and more.

Human Resource Transaction Processing

Employment Administration

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. (05/2015)
Personal Identification Changes - Information about who to contact or which forms to complete when changing personal information. (05/2005)
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. (08/2006)
Procedures for Deceased Employees - Step-by-step instructions for processing the payment of death benefits. (08/13/2021)
Procedures for Second Job for Civil Service Exempt Employees – Information on how a job should be coded “overload” or “secondary”
Reappointing Civil Service Exempt Employees – Information on updating the Time Entry Method for these employees.

Leave Administration

FMLA - General FAQs
FMLA - Covered Servicemember Leave FAQs
FMLA - Qualifying Exigency Leave FAQs
VESSA FAQs
Banner PEAFMLA Instructions
Checklist: Retroactive Workers Compensation Award
PZAELOA Leave Codes - Two character codes used in the PZAELOA form to distinguish the different types of academic leave. (12/2015)

Payroll/Time and Attendance

Payroll/Time and Attendance

Position Information

Retiree Rehire Process

Retiree Rehire Form (10/2021)
- UIUC Retiree Rehire Form Instructions/Job Aid (05/2013)
- UIC Retiree Rehire Form Instructions/Job Aid (05/2013)
- UIS Retiree Rehire Form Instructions/Job Aid (05/2013)

Statement of Annuity Status (5/2020)

Salary Planner

Salary Planner Information - Salary Planner communications, job aids, instructions, and reports.
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. (3/2007)
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).

Reporting

Reporting Information

FAQs about HR Reports Available to Units - Frequently asked questions about HR reports available to units. (11/2010)
Reporting Concepts - Reporting tips and guidelines for use of Banner data. (11/2009)
HR Reports:
- PEALEAV 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.(10/2013)
- Budget Profile Report - Displays all positions in "budget eligible" E-Classes for each unit.(10/2013)
- Daily Transaction Report - Captures on a daily basis, any changes that have occurred to an employees position/job record.(10/2013)
- List by Organization Report - The report will give a list of current employees based on job org code. (10/2013)
- Unpaid Jobs by Organization Report - List of UA e-class positions and their incumbents by job chart and organization.(10/2013)
- HPAY Account Segment Exception - Identify earnings charged to an account segment range outside of designated E-Class account specific ranges.(05/2007)
- HPAY Adjustment Notification for Leave Seniority - Used by HR/Departments to update leave and seniority accruals and balances for adjustments. (05/2007)
- HPAY Unit Timesheet Routing-Queue Role - Verified the roles and the employees who function in those roles.(05/2007)
- 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.(05/2007)
- 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.(10/2013)