Banner Human Resources/ Position Control Release Guide. Release 8.9 March 2013

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Banner

Human Resources/

Position Control Release Guide

Release 8.9

March 2013

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Banner®, Colleague®, Luminis® and Datatel® are trademarks of Ellucian or its affiliates and are registered in the U.S. and other countries. Ellucian™, PowerCampus™, Advance™, Degree Works™, fsaATLAS™, Course Signals™, SmartCall™, Recruiter™, and ILP™ are trademarks of Ellucian Company L.P. or its affiliates. Other names may be trademarks of their respective owners.

Contains confidential and proprietary information of Ellucian and its subsidiaries. Use of these materials is limited to Ellucian licensees, and is subject to the terms and conditions of one or more written license agreements between Ellucian and the licensee in question.

In preparing and providing this publication, Ellucian is not rendering legal, accounting, or other similar professional services. Ellucian makes no claims that an institution's use of this publication or the software for which it is provided will guarantee compliance with applicable federal or state laws, rules, or regulations. Each organization should seek legal, accounting and other similar professional services from competent providers of the organization's own choosing.

Prepared by: Ellucian 4375 Fair Lakes Court Fairfax, Virginia 22033 United States of America

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Introduction

This release guide provides an overview of the enhancements included in the Banner® Human Resources/Position Control 8.9 release. This document also includes a listing of Request for Product Enhancements (RPEs) and problem resolutions.

System requirements

Install the following minimum releases to upgrade to Banner Position Control 8.9.

•

Banner General 8.5

•

Banner Position Control 8.8

Install the following minimum product releases to upgrade to Banner Human Resources 8.9.

•

Banner General 8.5

•

Banner Position Control 8.9

•

Banner Human Resources 8.8

Special installation instructions regarding Banner

General

The Human Resources 8.9 release requires Banner General 8.5. In addition, the following are needed.

If Multi-Entity Processing is NOT implemented

The Banner General patch p1-19sw46l_gen8050202 OR the Banner General 8.5.1 release is required.

If Multi-Entity Processing is implemented

The Banner General patch rpe1-pdysa1_gen8050004 is required. In addition, MEP institutions must choose to install either the patch p1-19sw46l_gen8050202 OR Banner General 8.5.1, for the gurcnvb.c changes.

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If Banner Events Publisher is licensed

If you have a license for Banner Events Publisher, the Banner General patch p1-12icnmg_gen8050003 is required. BEP is not required if you do not intend to implement the integration for Ellucian Talent Management Suite.

Cumulative Documentation

This document provides detailed information about the Banner Human Resources/ Position Control 8.9 release only. Banner Human Resources/Position Control 8.9 is a cumulative release that also includes RPEs, and problem resolutions delivered since the Banner Human Resources/Position Control 8.8 release.

Important information about the 8.8.2 release

The 8.9 Banner Human Resources release includes tables and packages that are needed in preparation for the Employee Self-Service 8.8.2 release. The 8.8.2 release contains the initial release of the Banner Integration for Ellucian Talent Management Suite. You will find an appendix at the end of this release guide that provides you with the detail about the tables and packages included.

Note: The 8.8.2 release will be made available sometime after the 8.9

release is delivered.

If you choose to implement the Banner Integration for Ellucian Talent Management Suite, you will need to install Banner Event Publisher (minimum version number 1.1). If you already have licensed Banner Events Publisher, the Banner General patch

p1-12icnmg_gen8050003

is required.

You do not need to install Banner Event Publisher if you do not intend to implement the Integration for Ellucian Talent Management Suite.

Release

Number

Release Date

8.8.1 Year-end regulatory release October 2012 8.8.2 Initial release of Banner Integration for Ellucian

Talent Management Suite

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Enhancements for 8.9

This document describes the following enhancements, as well as miscellaneous enhancements that are new for Release 8.9.

•

Clock In/Clock Out comments on employee time sheet viewable by approver

•

Electronic W-2 Consent Page Enhancement

•

PHRDCON report new Report Type parameter

•

Miscellaneous enhancements

Change to the Human Resources/Position Control

User Guide

Chapter 13 of the Banner Human Resources/Position Control User Guide, has been removed. This chapter previously contained information about the Human Resources/ Position Control reports. The reports are now available in the Human Resources/Position Control Reports Handbook. This handbook can be found in the Customer Support Center Documentation and Downloads Center under both the Banner Human Resources product and the Banner Position Control product.

To access this new handbook through the Customer Support Center Documentation and Download Center, select either the Banner Human Resources product or the Position Control Product > Release 8.x > 8.x Handbooks > humres80900rptshb.pdf.

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Position Control Release Guide | Comments on employee time sheet viewable by approver - Functional

Comments on employee time sheet

viewable by approver - Functional

This section details the functional changes made for RPE 1-10B8M1R.

With this enhancement, it is now possible for an approver to view the comments associated with an employee or a system override on a Clock In/Clock Out time in Employee Self-Service. Clock time adjustment comments can be viewed through an alert link on the Department Summary page, as well as through a list of the comments on the time sheet preview page.

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Position Control Release Guide | Electronic W-2 Consent Page Enhancement - Functional

Electronic W-2 Consent Page

Enhancement - Functional

This section details the functional changes made for RPE 1-10QZBZ3.

A new checkbox has been added to the Installation Rules form (PTRINST), which allows Employee Self-Service users to control an employee’s access to the Electronic W-2 form based on their consent.

Figure 1: PTRINST Self-Service Information

If you would like to restrict an employee’s ability to view and print a W-2 based upon whether or not the employee has provided consent electronically, you would use the

Restrict ESS W-2 access based on Electronic Consent checkbox on PTRINST. By

selecting this checkbox, the employee will be required to give consent to receive a W-2 form electronically before viewing and printing the W-2 form in Employee Self-Service.

Note: This restriction is only available for 2012 and beyond.

To see whether or not an employee has given consent to view an electronic version of the W-2 form or the W2c form, refer to the Employee Consent checkbox on the Employee form (PEAEMPL).

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Position Control Release Guide | Electronic W-2 Consent Page Enhancement - Functional

Figure 2: PEAEMPL Electronic W-2 Consent

For more information about this enhancement, refer to the Employee Self-Service 8.9 Release Guide.

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Position Control Release Guide | Disposition Control Report (PHRDCON) new Report Type parameter - Functional

Disposition Control Report

(PHRDCON) new Report Type

parameter - Functional

This section includes functional detail about RPE 1-18ZROMJ.

The Disposition Control Report (PHRDCON) has been modified to include a new, required parameter, 04-Report Type. This parameter has values of Summary, Detail, or Both. When you select Summary or Both, a new section is added to the report, which counts employee class by disposition or by disposition by employee. The counts are of PHRJOBS records for the payroll disposition or employee class.

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Position Control Release Guide | Comments on employee time sheet viewable by approver - Technical

Comments on employee time sheet

viewable by approver - Technical

This section details the technical changes made for RPE 1-10B8M1R.

Changed tables

The following tables were changed for this enhancement.

Time In/Out History Table (PERTITH)

Two new columns have been added to this table.

Column

Data Type

Null /

Not

Null

Comments

PERTITH_CLOCK_IN_COMMENT _PIDM

NUMBER(8) NULL CLOCK IN COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock In comment on this record.

PERTITH_CLOCK_OUT_COMMENT _PIDM

NUMBER(8) NULL CLOCK OUT COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock Out comment on this record.

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Time Entry Hours Breakdown Table (PERTITO)

Two new columns have been added to this table.

New scripts

The following scripts are delivered for this enhancement.

Note: Unless otherwise noted, new scripts are run as part of the upgrade

process for a release. .

Column

Data Type

Null /

Not

Null

Comments

PERTITO_CLOCK_IN_COMMENT _PIDM

NUMBER(8) NULL CLOCK IN COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock In comment on this record.

PERTITO_CLOCK_OUT_COMME NT_PIDM

NUMBER(8) NULL CLOCK OUT COMMENT PIDM: Internal System Identification Number of the last person that entered the Clock Out comment on this record.

Script Reason

pertith_080900_01.sql Adds new columns:

PERTITH_CLOCK_IN_COMMENT_PIDM

PERTITH_CLOCK_OUT_COMMENT_PIDM

pertith_080900_02.sql Adds column comments for the new columns. pertito_080900_01.sql Adds new columns:

PERTITO_CLOCK_IN_COMMENT_PIDM PERTITO_CLOCK_OUT_COMMENT_PIDM pertito_080900_02.sql Adds column comments for the new columns. pertitou_080900.sql Update existing rows in PERTITO with employee

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Changed package

The following package was changed for this enhancement.

PEKTECM

This package has been modified to record the PIDM of the employee or the approver who entered the Clock In/Out Comments to PERTITH table. The

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Position Control Release Guide | Electronic W-2 Consent Page Enhancement - Technical

Electronic W-2 Consent Page

Enhancement - Technical

This section details the technical changes for RPE 1-10QZBZ3.

Changed table

The following table was changed for this enhancement.

Payroll Institution Rule Table (PTRINST)

A new column has been added to this table.

New scripts

The following scripts are delivered for this enhancement.

Note: Unless otherwise noted, new scripts are run as part of the upgrade

process for a release. .

Column

Data Type

Null /

Not Null

Comments

PTRINST_WEB_W2_ RESTRICTION_IND

VARCHAR2(1) NOT NULL

W-2 WEB ACCESS RESTRICTION INDICATOR: Indicator to restrict employee to see the W-2 in Employee Self Service based on their Electronic Consent. Valid values are (Y)es, (N)o. Default value is (N)o.

Script Reason

ptrinst_080900_01.sql Adds a new column

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Position Control Release Guide | Electronic W-2 Consent Page Enhancement - Technical

ptrinst_080900_02.sql Updates the existing rows in PTRINST table for the new column with a default value of N. ptrinst_080900_03.sql Adds a not null constraint on the new column. ptrinst_080900_04.sql Adds column comments for the new column.

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Position Control Release Guide | Disposition Control Report (PHRDCON) report new Report Type parameter -

Tech-Disposition Control Report

(PHRDCON) report new Report Type

parameter - Technical

This following section details the technical changes made for RPE 1-18ZROMJ.

New Seed Data

The following job submission data has been added for this enhancement.

Script Reason

pgjbpdefi_080900.sql Adds new job submission data for

parameter 04 to GENERAL.GJBPDEF table for the PHRDCON report.

pgjbpdfti_080900.sql Adds new job submission data for parameter 04 to GENERAL. GJBPDFT table for the PHRDCON report.

pgjbpvali_080900.sql Adds new job submission data for

parameter 04 to GENERAL. GJBPVAL table for the PHRDCON report.

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Position Control Release Guide | Miscellaneous Enhancements

Miscellaneous Enhancements

The following enhancements were also included with this release.

RPE 1-11GP94P - Year-End Regulatory Handbook

For this enhancement, the Banner Human Resources Year-End Regulatory Handbook for U.S. and Puerto Rico was created. This handbook includes the following topics:

•

Banner Support for U.S. Tax Form Vendors

•

Establish Address Hierarchy for Processing

•

Process and Generate U.S. W-2 Forms

•

Process and Generate U.S. W-2c Forms

•

Process and Generate Puerto Rico W-2 Forms

•

Process and Generate 1099-R Forms

•

Process and Generate 1042-S Forms

It encompasses the year-end processing information that was previously in Chapter 8 of the Human Resources User Guide. As a result of creating this handbook, Chapter 8 has been updated to remove that information.

To access this new handbook through the Customer Support Center Documentation and Download Center, select the Banner Human Resources product > Release 8.x > 8.x Handbooks > humres80801yereg.pdf.

RPE 1-16VUMPV - On NBIPINC, add Options to go

to other forms

The following forms are added under the Options menu on the Position Incumbent List form (NBIPINC).

•

Employee Jobs (NBAJOBS)

•

Position Budget (NBAPBUD)

•

Position Definition (NBAPOSN)

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RPE 1-18LE8Z1 - NOPEAMA performance

The performance of the Electronic Approvals Mass Apply Process (NOPEAMA) is enhanced to improve the handling of error messages. It will now take less time to complete the process.

RPE 1-190JYIJ - On PEIESUM, add Options to go

to other forms

The following forms are added under the Options menu on the Employee Summary View Form (PEIESUM).

•

Employee Jobs (NBAJOBS)

•

Position Budget (NBAPBUD)

•

Deferred Pay Adjustment List (PEADADJ)

•

Check Detail Inquiry (PHICHEK)

•

Identification (PPAIDEN)

New Seed Data

The following Options menu data has been added with this release.

RPE 1-1BFUHTB - Relax the edits for the IPEDS

primary function to warnings

The IPEDS edits on the Employee form (PEAEMPL) and in EPAF processing are relaxed to "Warning" messages instead of "Error" messages. Messages that indicate an invalid selection for the Primary Function will continue to be errors, but not warnings. Validation

Script Reason

pguroptmi_080900.sql Adds new options menu records to GENERAL.GUROPTM table for the PEIESUM form.

nguroptmi_080900.sql Adds new options menu records to GENERAL.GUROPTM table for the NBIPINC form.

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messages when the Primary Function is out of sync with the IPEDS reportable job will become warnings.

Since the out of sync conditions can affect reporting of data to NCES, the checks have been moved into the PERIPDS process. New error reports will be presented to the user for the out of sync conditions. This data must be corrected for the NCES reporting to be correct. This enhancement is being implemented to assist in data entry.

The enhancement was delivered as HR 8.8.1.10 patch, p1-1bs3ewl_pay8080110.

Changed API

The following API was modified for this enhancement.

Employee API (pokb_employee_r1.sql)

The

pekempl.p_edit_primary_function

call was removed so that it would not

error out due to a conflicting primary function value with ESOC or ECIP codes of employee's positions. The primary function edits will be placed into the IPEDS process instead. The unused primary function (PI and GAO) check is done on update and insert validation, in order to raise a hard error.

Changed Package

The following package was modified for this enhancement.

PEKEMPL(pekempl.sql/pekempl1.sql)

The routine, p_edit_primary_function is modified to change error messages into warning messages. It also added a new warning parameter. The Employee form will use this edit, but the Employee API will not.

Changed Form

The following form was modified for this enhancement.

Employee (PEAEMPL)

The

validate_pf

routine was modified to call the changed

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Changed Process

The following process was modified for this enhancement.

IPEDS HR Data Collection (peripds.pc)

This process is modified to report employees without a non-terminated job but with a primary function defined in the employee record. The

err_detail

routine is added to be used in

err_head

, so that the first error record can be reported in the error section. The upload routine is modified, so that upload section is generated only when Upload is chosen as parameter.

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Position Control Release Guide | Problem Resolutions

Problem Resolutions

The following problem resolutions are delivered with this release for Banner Human Resources and Banner Position Control.

Human Resources

The following problem resolutions are delivered with this release for Banner Human Resources.

Note: For comprehensive and detailed problem, impact, and resolution

information for all defects corrected in this release, refer to the supplemental problem resolutions file (humres80900resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized.

Object Name

Defect #

Summary

pcabcov.fmb 1-BGVBU1 PCABCOV pulls the incorrect date for a deduction listed on PCAPERS. peiehis.fmb 1-193IF0F Changes made to the Primary

Function field in the pebempl record do not display.

peiesum.fmb 1-192PA35 PEIESUM does not allow for masking of Contract Type for Position/Suffix Tracking

peifact.fmb 1-18XGEEE PEIFACT access from the menu display is extremely slow (>30 minutes).

peijhis.fmb 1-13KY9QX PEIJHIS totals are not long enough for 9999.99 values. Pound signs are displayed.

pekempl1.sql 1-19IA1I1 Report non-instructional employees in Part B with no appt/tenr records as Without Faculty Status

pekempl1.sql 1-1AL8GH7 Primary function edit is including terminated job information

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pektec1.sql 1-17YS4FB Leave Reports Approver Summary not displaying Approve or FYI checkbox.

peripds.pc 1-19IA1HZ Add calculations for "Balance" field in Part G.

peripds.pc 1-19IDNX1 Part D Table Heading repeating out of sync on PERIPDS

peripds.pc 1-1BBBHT5 PERIPDS had a hard coded BU in the G2 selection for the employer code.

peripds.pc, peaempl.fmb, ptresocu_08080001.sql

1-19FBJ3D Change reporting category title, GA primary function, PERIPDS to support recent NCES changes. phaadjt.fmb 1-BMNZTP Job Eff Date Select when using

nbijlst drop down

phahour.fmb 1-181479I PHAHOUR ignores corrected hours when calculating special rate earnings without a save. phareds.fmb 1-9T4J1V Records are not moving to a

pending status when row processed is not highlighted

PHPCALC.pco 1-168IKUO Documentation defect for leave and FLSA in Banner Human Resources PHPCALC.pco 1-1A07U64 PHPCALC may abort with internal

table size error.

PHPCALC.pco, PHPTAXS.pco 1-1AHDHAZ Payroll system computes excessive tax deduction for Puerto Rico in some cases.

PHPFEXP.pco 1-19ORK7T Amount totals for void portion of redistribution may not match totals for event being redistributed phpleav.pc 1-DY7NSL PHPLEAV moves Regular pay

hours in phrhour from one week to another.

phpreto.pc 1-1ASEII5 The 1-AUFAH4 (vs 8.3.0.5) defect correction not included in the 8.4 release

PHPTAXS.pco 1-1AHDH7O WV taxes need to round tax withholding amount.

PHPTAXS.pco 1-1AIV39Y SUPPL EARNING > 400 NOT TAXED AT SUPPL RATE

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phptime.pc 1-16VJLFJ Issues for defer payout when jobs labor effective date is equal to jobs term date

phrdreg.pc 1-1A1PVZD PHRDREG aborts in 11g instances with no error.

pokb_employee_r1.sql, pekempl/ pekempl1.sql, peaempl.fmb, peripds.pc

1-1BS3EWL Holding defect for the patch release of RPE 1-1BFUHTB, Relax edits on Primary Function.

ptrbdmc.fmb 1-107P2IS User ID on PTRBDMC not changing when different user updates a record.

pxkp_w2_common1.sql, pxkp_w2_20121.sql

1-1BMYUBU W-2's are produced for employees with only box 12DD amount. pxpw212.pc 1-1BDN8XO RW record positions 342 - 352 are

being zero filled rather than left blank

pxpw212.pc, pxpwc12.pc 1-1B9J7MX An RV record is created when no RS records exist in the

W2REPORT file.

pxr1042.pc, pxr1099.pc 1-12M0OZR PXR1042 and PXR1099 should use same logic as W2 for extracting name information.

pxrp941.pc 1-E4QG77 Number of Employees reported for line 1 not as precise as it should be. pxrp941.pc, pxr1099.pc,

pxkp_w2_common1.sql, paydbpr.sql, paycmplc.shl, paycmplc.pl

1-19GB1ZX Allows the reapply of 8.8.1 ‘C’ process after upgrade to 8.8 instead of reapplying entire 8.8.1

pxrp941.pc, pxrptdep.pc, ptvbdtyd_08080111.sql, ptrbdcau_08080111.sql

1-1C5YBID PXRP941 Not reporting correct additional medicare wages

pxrp941.pc, pxrtdep.pc, ptvbdtyi_08080108.sql, pxrrboxi_08080108.sql

1-1BEPMRB 941 reporting changes to support additional Medicare

pxrroec.pc 1-CM9901 PXRROEC generating invalid files pxrw212.pc 1-1AM7ECC PXRW212 errors out in create

mode for laser 4 up or laser pressure sealed form types

pxrw212.pc, pxr1042.pc 1-12Y9CD5 W2 employer address with a period shows an extra space on W2 form

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Position Control

The following problem resolutions are delivered with this release for Banner Position Control.

Note: For comprehensive and detailed problem, impact, and resolution

information for all defects corrected in this release, refer to the supplemental problem resolutions file (posnctl80900resolutions.txt) delivered along with your release guide. The information in this text file is extracted directly from the Customer Support Center just prior to release of the product and may include additional defects that were resolved after this document was finalized.

Object Name

Defect #

Summary

nbkjlbd1.sql 1-18E1R5R NBAJOBS is not correctly processing encumbrance adjustments when correcting an invalid FOAP code. nhrdstr.pc 1-ROICEC Improper Comma placement in hours/

amount fields.

nokedit1.sql 1-1A9R7S4 Epafs no longer treat changes in previous approval types as processed.

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Position Control Release Guide | Appendix - Technical changes included for the 8.8.2 release

Appendix - Technical changes

included for the 8.8.2 release

This section details the technical changes that are included in this Banner Human Resources/Position Control 8.9 release as a result of the new data needed for the 8.8.2 release. The 8.8.2 release is the initial release of the Banner Integration for Ellucian Talent Management Suite.

New Tables

The following tables have been added for the 8.8.2 release and are associated with the Banner Integration for Ellucian Talent Management Suite.

Table representing attributes belonging to a bulk detail

(PORTMBA)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMBA_PORTMBD_ID NUMBER(19) NOT NULL

PORTMBD ID: The ID of the bulk detail.

PORTMBA_SURROGATE_ID NUMBER(19) NOT NULL

SURROGATE ID: The surrogate id for this record.

PORTMBA_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMBA_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBA_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMBA_VERSION NUMBER(19) NOT

NULL

VERSION: The optimistic lock token for this record.

PORTMBA_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMBA_DATE_FORMAT VARCHAR2(60) NULL DATE FORMAT: The format of the date if the value is a date.

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Table representing a bulk detail event (PORTMBD)

PORTMBA_NAME VARCHAR2(60) NOT

NULL

NAME: The field name that will be sent through the bulk processing.

PORTMBA_VALUE VARCHAR2(255) NULL VALUE: The new value entered for the field.

Column

Data Type

Null/

Not

Null

Column Comments

PORTMBD_SURROGATE_ID NUMBER(19) NOT NULL

PORTMBD_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMBD_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBD_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMBD_VERSION NUMBER(19) NOT

NULL

PORTMBD_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMBD_DESC VARCHAR2(255) NULL DESCRIPTION: The description of the bulk detail event.

PORTMBD_PORTMBH_ID NUMBER(19) NOT NULL

PORTMBH ID: The bulk header ID of this bulk detail event.

Column

Data Type

Null/

Not

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Table representing a Talent Management bulk event

(PORTMBH)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMBH_SURROGATE_ID NUMBER(19) NOT NULL

PORTMBH_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMBH_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMBH_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMBH_VERSION NUMBER(19) NOT

NULL

PORTMBH_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMBH_STATUS VARCHAR2(60) NOT NULL

STATUS: The status of a bulk data feed. Valid values are INITIALIZING, PENDING,

IN_PROCESS, COMPLETED or ERROR. PORTMBH_DESC VARCHAR2(255) NOT

NULL

DESCRIPTION: The description of the bulk header.

PORTMBH_PORTMSE_ID NUMBER(19) NOT NULL

PORTMSE ID: The service event foreign key surrogate ID of this bulk header.

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Table representing Business Event Meta Data

(PORTMCF)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMCF_SURROGATE_ID NUMBER(19) NOT NULL

PORTMCF_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMCF_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMCF_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMCF_VERSION NUMBER(19) NOT

NULL

PORTMCF_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMCF_ADMIN_NOTIFY_ EMAIL

VARCHAR2(255) NULL ADMIN NOTIFYING EMAIL: The email address for error notification.

PORTMCF_ADMIN_NOTIFY_ EMAIL_BCC

VARCHAR2(255) NULL ADMIN NOTIFYING EMAIL BCC: The bcc email address for error notification.

PORTMCF_ADMIN_NOTIFY_ EMAIL_CC

VARCHAR2(255) NULL ADMIN NOTIFYING EMAIL CC: The cc email address for error notification.

PORTMCF_ADMIN_NOTIFY_ EMAIL_FRM

VARCHAR2(255) NULL ADMIN NOTIFYING EMAIL FROM: The email address initiating the error notification.

PORTMCF_ADMIN_NOTIFY_ MESSAGE

CLOB NULL ADMIN NOTIFYING MESSAGE: The contents of the email message sent for error

notification. PORTMCF_ADMIN_NOTIFY_

SUBJECT

VARCHAR2(255) NULL ADMIN NOTIFYING SUBJECT: The email address subject line for error notification. PORTMCF_ERROR_THRESHOLD_

BULK

NUMBER(10) NOT NULL

ERROR THRESHOLD BULK: The number of bulk errors that can occur before error

notification is sent and the bulk processing is halted.

PORTMCF_ERROR_THRESHOLD_ REAL

NUMBER(10) NOT NULL

ERROR THRESHOLD REAL: The number of real-time errors that can occur before error notification is sent and the real-time process is halted.

PORTMCF_NAME VARCHAR2(60) NOT NULL

NAME: The name of the system configuration. Valid value is SYSCONFIG.

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Position Control Release Guide | Appendix - Technical changes included for the 8.8.2 release PORTMCF_NOTIFICATION_TIME DATE NOT

NULL

NOTIFICATION TIME: The time when an email message will be sent if any error messages exist and need attention. PORTMCF_PROCESSING_MODE VARCHAR2(60) NOT

NULL

PROCESSING MODE: The process modes for which service events are interfaced Valid values are AUDIT = validates data without updating the Talent Management Suite, UPDATE = will verify and update data in the Talent Management Suite.

Column

Data Type

Null/

Not

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Table representing a service event error (PORTMEE)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMEE_SURROGATE_ID NUMBER(19) NOT NULL

PORTMEE_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMEE_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMEE_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMEE_VERSION NUMBER(19) NOT

NULL

PORTMEE_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMEE_ERROR_MESSAGE VARCHAR2(4000) NOT NULL

ERROR MESSAGE: The error message(s).

PORTMEE_EVENT_CATEGORY VARCHAR2(60) NOT NULL

EVENT CATEGORY: The event category being processed. Valid values are BULK or REAL_TIME.

PORTMEE_EVENT_XML_ DOCUMENT

CLOB NULL EVENT XML DOCUMENT: The XML document which represents the business event error messages.

PORTMEE_PORTMBH_ID NUMBER(19) NULL PORTMBH ID: The bulk header ID associated with this service event error.

PORTMEE_PORTMSE_ID NUMBER(19) NOT NULL

PORTMSE ID: The service event foreign key surrogate ID of this service event error.

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Table representing a data dictionary of fields to be used

in mapping data to a service provider's API specification

(PORTMFD)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMFD_SURROGATE_ID NUMBER(19) NOT NULL

PORTMFD_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMFD_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMFD_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMFD_VERSION NUMBER(19) NOT

NULL

PORTMFD_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMFD_DESC VARCHAR2(255) NOT NULL

DESCRIPTION: The description of the field.

PORTMFD_FIELD_TYPE VARCHAR2(60) NOT NULL

FIELD TYPE: The types of data fields used in mapping data to a service provider's API specifications. Valid values are BOOLEAN, DATE, DECIMAL, ENUMERATION, INTEGER or STRING.

PORTMFD_MAX_LENGTH NUMBER(10) NULL MAXIMUM LENGTH: The maximum length of the field.

PORTMFD_NAME VARCHAR2(60) NOT NULL

NAME: The name of the data attribute field.

PORTMFD_RECORD_TYPE VARCHAR2(60) NOT NULL

RECORD TYPE: The record format used in mapping data to a service provider's API specification. Valid values are LOCATION OU, USER, USER_CUSTOM_OU or NONE. PORTMFD_REQUIRED_IND CHAR(1) NOT

NULL

REQUIRED INDICATOR: Indicates that the field value is required. Valid values are (Y)es or (N)o. Default value is Y.

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Table representing a join table between Business Event

Meta Data and Service Events (PORTMSB)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMSB_SURROGATE_ID NUMBER(19) NOT NULL

PORTMSB_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMSB_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSB_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMSB_VERSION NUMBER(19) NOT

NULL

PORTMSB_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMSB_BUSINESS_EVENT_ ID

NUMBER(19) NOT NULL

BUSINESS EVENT ID: The associated Business surrogate ID.

PORTMSB_SERVICE_EVENT_ID NUMBER(19) NOT NULL

SERVICE EVENT ID: The associated Service Event surrogate ID.

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Table representing a Talent Management service

definition (PORTMSD)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMSD_SURROGATE_ID NUMBER(19) NOT NULL

PORTMSD_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMSD_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSD_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMSD_VERSION NUMBER(19) NOT

NULL

PORTMSD_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMSD_ACTIVE_IND CHAR(1) NOT NULL

ACTIVE INDICATOR: Indicates if the service is active. Valid values are (Y)es or (N)o. Default value is N.

PORTMSD_DESC VARCHAR2(255) NOT NULL

DESCRIPTION: The description of the service provider.

PORTMSD_END_POINT VARCHAR2(255) NOT NULL

END POINT: The service end point.

PORTMSD_NAME VARCHAR2(60) NOT NULL

NAME: The name of the service provider.

PORTMSD_PASSWORD VARCHAR2(128) NULL PASSWORD: The password used for authenticating the web service caller. PORTMSD_SERVICE_TYPE VARCHAR2(60) NOT

NULL

SERVICE TYPE: The type of services supported by a service provider. Valid value is CLIENT_DATA_SERVICE.

PORTMSD_USERNAME VARCHAR2(60) NULL USERNAME: The username used for authenticating the web service caller.

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Table representing a service event (PORTMSE)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMSE_SURROGATE_ID NUMBER(19) NOT NULL

PORTMSE_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMSE_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSE_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMSE_VERSION NUMBER(19) NOT

NULL

PORTMSE_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMSE_DESC VARCHAR2(255) NOT NULL

DESCRIPTION: The description of the service provider.

PORTMSE_NAME VARCHAR2(60) NOT NULL

NAME: The name of the service provider.

PORTMSE_SERVICE_EVENT_ TYPE

SERVICE EVENT TYPE: The types of service events supported by a service provider. Valid values are

UPDATE_LOCATION_ORGANIZATIONAL_U NIT, UPDATE_ORGANIZATIONAL_UNIT or UPDATE_USER.

PORTMSE_PORTMSD_ID NUMBER(19) NOT NULL

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Table representing a data SQL mapping (PORTMSM)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMSM_SURROGATE_ID NUMBER(19) NOT NULL

PORTMSM_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMSM_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMSM_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMSM_VERSION NUMBER(19) NOT

NULL

PORTMSM_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMSM_DESC VARCHAR2(255) NOT NULL

DESCRIPTION: The description of the SQL Definition mapping.

PORTMSM_NAME VARCHAR2(60) NOT NULL

NAME: The name of the SQL Definition mapping.

PORTMSM_RECORD_TYPE VARCHAR2(60) NOT NULL

RECORD TYPE: The record format used in mapping data to a service provider's API specification. Valid values are LOCATION, OU, USER, USER_CUSTOM_OU or NONE. PORTMSM_SQL_DEFINITION_

TYPE

SQL DEFINITION TYPE: The SQL Definition types of SQL queries used by a service event. Valid values are FILTER or MAPPING.

PORTMSM_SQL_STATEMENT CLOB NOT NULL

SQL STATEMENT: The SQL query string associated with the SQL definition. PORTMSM_PORTMSE_ID NUMBER(19) NOT

NULL

PORTMSE ID: The service event surrogate ID associated with this SQL mapping.

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Table representing the controls for processing the

time-based event (PORTMTB)

Column

Data Type

Null/

Not

Null

Column Comments

PORTMTB_SURROGATE_ID NUMBER(19) NOT NULL

PORTMTB_DATA_ORIGIN VARCHAR2(30) NULL DATA ORIGIN: Source system that created or updated the data.

PORTMTB_ACTIVITY_DATE TIMESTAMP(6) NULL ACTIVITY DATE: The date that information in this record was entered or last updated. PORTMTB_USER_ID VARCHAR2(30) NULL USER ID: The user ID of the person who

inserted or last updated this record. PORTMTB_VERSION NUMBER(19) NOT

NULL

PORTMTB_VPDI_CODE VARCHAR2(6) NULL VPDI CODE: The code representing the entity to which this record belongs to for Multi-entity Processing support.

PORTMTB_DESC VARCHAR2(255) NOT NULL

DESCRIPTION: The description of the time-based process.

PORTMTB_ENABLED_IND CHAR(1) NOT NULL

ENABLED INDICATOR: Indicates that the time-based effective date job scheduler is enabled. Valid values are (Y)es or (N)o. Default value is N.

PORTMTB_LAST_DATE_ PROCESSED

TIMESTAMP(6) NULL LAST DATE PROCESSED: Date of the last successful time-based job scheduler record processed.

PORTMTB_LATEST_RESULTS VARCHAR2(255) NULL LATEST RESULTS: A free-form note field with result information on the last time-based process.

PORTMTB_NAME VARCHAR2(60) NOT NULL

NAME: The name of the time-based process.

PORTMTB_EVENTS_QUEUED NUMBER(10) NULL EVENTS QUEUED: The number of time-based events queued by the process.

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New Packages

The following packages have been added for the 8.8.2 release.

POKTMBU

This utility package creates bulk records.

POKTMTB

This package creates the logical change records (LCRs) for Talent Management time-based events.

PUKLCRS

This utility package manually creates the LCRs.

New Scripts

The following new scripts are delivered for the 8.8.2 release.

Note: Please refer to the Human Resources 8.9 Upgrade Guide for

information about how to run these scripts.

Script

Description

bitm_event_admin.sql This script grants EXECUTE privilege for

STREAMSADMIN.IP_EVENT_DML_HANDLER routine to BANINST1 and USR_BWPBITM_M, and query access to EVENTS tables to USR_DEFAULT_Q.

bitmusr.sql This script creates a new BANNER Integration Talent Management Applications user, BITMUSR.

usr_bwpbitm_m.sql This script creates 11g application role USR_BWPBITM_M.

bitmusr_11privs.sql This script grants create session and USR_BWPBITM_M and BAN_DEFAULT_Q to BITMUSR as default roles.

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bulkfeed-load.sql This script allows users to load bulk feeds for data synchronization using a cursor that selects data from Banner tables. You will need to modify the cursor, per the bulk feed requirements.

portmba_080802_01.sql This script creates new table PORTMBA.

portmba_080802_02.sql This script creates a primary key for table PORTMBA. portmba_080802_03.sql This script creates foreign keys for table PORTMBA. portmba_080802_04.sql This script creates table and column comments for table

PORTMBA.

portmba_080802_05.sql This script creates a new database sequence to be used as the primary.

portmbd_080802_01.sql This script creates new table PORTMBD.

portmbd_080802_02.sql This script creates a primary key for table PORTMBD. portmbd_080802_03.sql This script creates foreign keys for table PORTMBD. portmbd_080802_04.sql This script creates table and column comments for table

PORTMBD.

portmbd_080802_05.sql This script creates a new database sequence to be used as the primary.

portmbh_080802_01.sql This script creates new table PORTMBH.

portmbh_080802_02.sql This script creates a primary key for table PORTMBH. portmbh_080802_03.sql This script creates foreign keys for table PORTMBH. portmbh_080802_04.sql This script creates table and column comments for table

PORTMBH.

portmbh_080802_05.sql This script creates a new database sequence to be used as the primary.

portmcf_080802_01.sql This script creates new table PORTMCF.

portmcf_080802_02.sql This script creates a primary key for table PORTMCF. portmcf_080802_03.sql This script creates a unique key for table PORTMCF. portmcf_080802_04.sql This script creates table and column comments for table

PORTMCF.

portmcf_080802_05.sql This script creates a new database sequence to be used as the primary.

portmee_080802_01.sql This script creates new table PORTMEE.

portmee_080802_02.sql This script creates a primary key for table PORTMEE. portmee_080802_03.sql This script creates foreign keys for table PORTMEE.

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portmee_080802_04.sql This script creates foreign keys for table PORTMEE. portmee_080802_05.sql This script creates table and column comments for table

PORTMEE.

portmee_080802_06.sql This script creates a new database sequence to be used as the primary.

portmfd_080802_01.sql This script creates new table PORTMFD.

portmfd_080802_02.sql This script creates a primary key for table PORTMFD. portmfd_080802_03.sql This script creates a unique key for table PORTMFD. portmfd_080802_04.sql This script creates table and column comments for table

PORTMFD.

portmfd_080802_05.sql This script creates a new database sequence to be used as the primary.

portmsb_080802_01.sql This script creates new table PORTMSB.

portmsb_080802_02.sql This script creates a primary key for table PORTMSB. portmsb_080802_03.sql This script creates foreign keys for table PORTMSB. portmsb_080802_04.sql This script creates foreign keys for table PORTMSB. portmsb_080802_05.sql This script creates a unique key for table PORTMSB. portmsb_080802_06.sql This script creates table and column comments for table

PORTMSB.

portmsb_080802_07.sql This script creates a new database sequence to be used as the primary.

portmsd_080802_01.sql This script creates new table PORTMSD.

portmsd_080802_02.sql This script creates a primary key for table PORTMSD. portmsd_080802_03.sql This script creates a unique key for table PORTMSD. portmsd_080802_04.sql This script creates a unique key for table PORTMSD. portmsd_080802_05.sql This script creates table and column comments for table

PORTMSD.

portmsd_080802_06.sql This script creates a new database sequence to be used as the primary.

portmse_080802_01.sql This script creates new table PORTMSE.

portmse_080802_02.sql This script creates a primary key for table PORTMSE. portmse_080802_03.sql This script creates foreign keys for table PORTMSE. portmse_080802_04.sql This script creates a unique key for table PORTMSE.

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42 Human Resources/

Position Control Release Guide | Appendix - Technical changes included for the 8.8.2 release The following script is also included for the 8.8.2 release.

portmse_080802_05.sql This script creates table and column comments for table PORTMSE.

portmse_080802_06.sql This script creates a new database sequence to be used as the primary.

portmsm_080802_01.sql This script creates new table PORTMSM.

portmsm_080802_02.sql This script creates a primary key for table PORTMSM. portmsm_080802_03.sql This script creates foreign keys for table PORTMSM. portmsm_080802_04.sql This script creates a unique key for table PORTMSM. portmsm_080802_05.sql This script creates table and column comments for table

PORTMSM.

portmsm_080802_06.sql This script creates a new database sequence to be used as the primary.

portmtb_080802_01.sql This script creates new table PORTMTB.

portmtb_080802_02.sql This script creates a primary key for table PORTMTB. portmtb_080802_03.sql This script creates a unique key for table PORTMTB. portmtb_080802_04.sql This script creates table and column comments for table

PORTMTB.

portmtb_080802_05.sql This script creates a new database sequence to be used as the primary.

Script

Description

pbitm_scheduler.sql Scheduler to create and enable a job based on PLSQL_BLOCK to process Job, Address, or Organization changes. The job will run for the given start date and repeat interval.

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New Seed Data

The following seed data is included for the 8.8.2 release.

New Triggers

These new triggers have been added for the 8.8.2 release.

Script

Description

bemi_080802.sql This script will insert new

EVENTS.BUSINESS_EVENT_METADATA records for Banner Integration Talent Management enhancement. pgobfpudi_080802.sql This script will insert a GOBFPUD record to exempt

BITMUSR ID from all PII rules.

pgubmepoi_080802.sql This script inserts new table records into GUBMEPO table to support MEP.

portmcfi_080802.sql This script will insert new PORTMCF records for System Configuration.

portmfdi_080802.sql This script will insert new PORTMFD records for

Organizational Unit, Organizational Unit custom, Location, Location custom, User, User custom and User custom Organizational Unit fields.

portmtbi_080802.sql This script will insert new PORTMTB records for Time-based Event Control.

portmsdi_080802.sql This script will insert new PORTMSD records for Service Definition.

portmsei_080802.sql This script will insert new PORTMSE records for Service Events.

portmsbi_080802.sql This script will insert new PORTMSB records for Business Event Mappings.

portmsmi_080802.sql This script will insert new PORTMSM records for Division, Position, Cost Center, Grade, Custom Employee Class Organizational Unit, Location and User SQL Mappings.

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Trigger

Description

pottmba0.sql This script creates a table trigger to populate portmba_surrogate_id column.

pottmbd0.sql This script creates a table trigger to populate portmdb_surrogate_id column.

pottmbh0.sql This script creates a table trigger to populate portmbh_surrogate_id column.

pottmcf0.sql This script creates a table trigger to populate portmcf_surrogate_id column.

pottmee0.sql This script creates a table trigger to populate portmee_surrogate_id column.

pottmfd0.sql This script creates a table trigger to populate portmfd_surrogate_id column.

pottmsb0.sql This script creates a table trigger to populate portmsb_surrogate_id column.

pottmsd0.sql This script creates a table trigger to populate portmsd_surrogate_id column.

pottmse0.sql This script creates a table trigger to populate portmse_surrogate_id column.

pottmsm0.sql This script creates a table trigger to populate portmsm_surrogate_id column.

pottmtb0.sql This script creates a table trigger to populate portmtb_surrogate_id column.

Banner Human Resources/ Position Control Release Guide. Release 8.9 March 2013

Banner

Human Resources/

Position Control Release Guide

Release 8.9

March 2013

Contents

Introduction. . . 6

Comments on employee time sheet viewable by approver -

Functional . . . 9

Electronic W-2 Consent Page Enhancement - Functional . . . 10

Disposition Control Report (PHRDCON) new Report Type

parameter - Functional . . . 12

Comments on employee time sheet viewable by approver -

Technical . . . 13

Contents

Electronic W-2 Consent Page Enhancement - Technical . . . 16

Disposition Control Report (PHRDCON) report new Report Type

parameter - Technical . . . 18

Miscellaneous Enhancements . . . 19

Contents

Problem Resolutions . . . 23

Appendix - Technical changes included for the 8.8.2 release . . . 27

Introduction

System requirements

•

•

•

•

•

Special installation instructions regarding Banner

General

If Multi-Entity Processing is NOT implemented

If Multi-Entity Processing is implemented

If Banner Events Publisher is licensed

Cumulative Documentation

Important information about the 8.8.2 release

p1-12icnmg_gen8050003

Release

Number

Contents

Release Date

Enhancements for 8.9

•

•

•

•

Change to the Human Resources/Position Control

User Guide

Comments on employee time sheet

viewable by approver - Functional

Electronic W-2 Consent Page

Enhancement - Functional

Disposition Control Report

(PHRDCON) new Report Type

parameter - Functional

Comments on employee time sheet

viewable by approver - Technical

Changed tables

Time In/Out History Table (PERTITH)

Column

Data Type

Null /

Not

Null

Comments

Time Entry Hours Breakdown Table (PERTITO)

New scripts

Column

Data Type

Null /

Not

Null

Comments

Script Reason

PERTITH_CLOCK_IN_COMMENT_PIDM

PERTITH_CLOCK_OUT_COMMENT_PIDM

Changed package

PEKTECM

Electronic W-2 Consent Page