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| Saturday, October 25, 2014

 

Banner Training Course Descriptions

 

  • Banner Navigation and Banner Overview is required as a prerequisite to ALL Banner training sessions!
  • Prerequisite directives for each course must be followed.
  • Access to the Banner administrative system will not be assigned without the proper/required training.

To register: Banner Training Registration


Finance Specific Directions for Registration:

Administrative Assistants that will use the Finance module are required to enroll in the following classes, in the following order:

  •  Banner General Navigation (available in online version only)

  • Overview (available in online version only)

  • Banner Chart of Accounts (available in online version only)

  • Budget Queries (available in online version only)

  • Budget Transfers & Encumbrances (available in online version only)

  • Banner Purchasing - OnLine Requisitions

  • Banner Accounts Payable Processes (available in online version only )

  • If you are responsible for Receiver Documents: Banner Purchasing - Receiver Documents

  • If you are responsible for a grant account: Banner Research Accounting (Grants)

Financial Managers and Alternate Approvers are required to enroll in the following classes, in the following order:

  • Banner General Navigation (available in online version only)

  • Overview (available in online version only)

  • Chart of Accounts (available in online version only)

  • Budget Queries

  • Banner Purchasing - Requisition Approval using Self-Service (available in online version only)

 

Banner Navigation

Banner Overview

 

Prior to attending any Banner training session, all University employees are required to successfully complete Banner  Navigation and Banner Overview training.

 

Navigation will provide a hands-on learning experience on the basics of using Banner forms, menu, and toolbar.

 

Overview will cover Southeast specific information on the following topics:

  • Administrative System Project

  • Security/Privacy

  • Banner Training & Training Documentation

  • Banner Definitions

  • Data Standards

  • Duplicate Records

  • Banner Help/Support

  • Banner Tips

  • People or Vendor Searches

  • Data Entry

New Addition to this training (11/29/05):

Whether searching or creating a record for a person, vendor, or organization in Banner, it is critical you know the proper procedures. During this session, a demonstration of the correct way to conduct a Banner search will be presented. Learn how to perform two very important functions: 1) how to save time by using the 7 main search functions and 2) prevent the duplication of records.

 

Finance

Banner Chart of Accounts
This course is a prerequisite for all other Banner Finance module trainings

 

Used throughout the Banner administrative system is the chart of accounts, therefore, this course provides a vital learning base for all other Banner trainings. Various elements of the chart of accounts and the Banner index codes are covered in this online training course. Come discover a shortcut feature to the chart of accounts elements!

 

Prerequisite:  Banner Navigation, Banner Overview

Banner Budget Queries Part A and B
 

In order to make informed budget decisions, you must start with collecting the right information. Now that you have an understanding of the chart of accounts, it is time to use the Banner System to retrieve the information you need! With this training, you will learn how to create and read budget queries.

 

Prerequisite:  Banner Navigation, Banner Overview, Chart of Accounts


 

Banner Budget Transfers & Encumbrances Part A and B
 

Even though budgets are established each fiscal year, fund adjusts are often needed to meet the demands of the current school year. Not only will you learn how to transfer funds, but this training will also provide you with an understanding of fund encumbrances, and most importantly, how these encumbrances can affect your budget balance or access to funds.

 

Prerequisite:  Banner Navigation, Banner Overview, Chart of Accounts


 

Banner Purchasing - OnLine Requisitions

(Note: This course does NOT cover approving online requisitions. For online requisition approval training, see OnLine Requisition Approvals)

 

This training session is a must for users who initiate electronic requisitions. Topics include: entering an online requisition, viewing your requisition and locating the purchase order that goes with your requisition. This hands-on training will involve the use of both Banner Finance Self-Service and Internet Native Banner.

 

Prerequisites: Banner Navigation, Banner Overview,  Banner Chart of Accounts, Budget Queries, Budget Transfers & Encumbrances

 

Banner Accounts Payable Processes

 

This workshop is directed to all employees that submit or make inquiries on invoice payments and personal reimbursements.  Users will be trained to query expenditures posted by Accounts Payable using Banner Finance Self-Service and Internet Native Banner. 

 

Prerequisites: Banner Navigation, Banner Overview,  Banner Chart of Accounts and  Budget Queries, Budget Transfers & Encumbrances, and Banner Purchasing - OnLine Requisitions

 
Banner Purchasing-Receiver Documents

 

You’ve received your shipment – but now what??  The next required step in this process is to enter a receiver.  This training will cover entering full receivers and partial receivers, as well as looking up and adjusting receivers.

 

Prerequisites: Banner Navigation, Banner Overview,  Chart of Accounts, Budget Queries, Budget Transfers & Encumbrances,  Banner Purchasing-OnLine Requisitions, Banner Accounts Payable Processes

Banner Research Accounting (Grants)

 

This hands-on workshop is for project directors, operations supervisors and administrative assistants who work with grant programs, funding for results (FFR, and grant and research funding committee (GRFC) programs.  Participants will learn how to use Banner query and report functions on grant budgets and other grant information. Learn about new features in Banner that will allow for on-line tracking of proposals and monitoring cost-share.

 

 

Prerequisites: Banner Navigation, Banner Overview, Banner Chart of Accounts and Budget Queries, Budget Transfers & Encumbrances

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Banner Navigation

Banner Overview

 

Prior to attending any Banner training session, all University employees are required to successfully complete Banner  Navigation and Banner Overview training.

 

Navigation will provide a hands-on learning experience on the basics of using Banner forms, menu, and toolbar.

 

Overview will cover Southeast specific information on the following topics:

  • Administrative System Project

  • Security/Privacy

  • Banner Training & Training Documentation

  • Banner Definitions

  • Data Standards

  • Duplicate Records

  • Banner Help/Support

  • Banner Tips

  • People or Vendor Searches

  • Data Entry

New Addition to this training (11/29/05):

Whether searching or creating a record for a person, vendor, or organization in Banner, it is critical you know the proper procedures. During this session, a demonstration of the correct way to conduct a Banner search will be presented. Learn how to perform two very important functions: 1) how to save time by using the 7 main search functions and 2) prevent the duplication of records.

 

Banner Purchasing - Requisition Approval Using Self-Service

 

Put down the pen!  Banner allows for online approval of requisitions. This hands-on training is a must for financial managers who authorize purchases. Electronic requisitions entered in the Banner System require electronic approval by the financial managers.  Participants will learn how to identify whether they have requisitions waiting to be approved, how to view detail commodity and accounting information for a requisition, and how to approve a requisition and automatically forward it to the Purchasing Department.  

 

Prerequisites: Banner Navigation, Banner Overview, Chart of Accounts, Budget Queries Part A & B, Budget Transfers & Encumbrances Part A & B, Purchasing-Online Requisitions, Accounts Payable Processes, and Purchasing-Receiver Documents

Exception: This course can be taken by Finance Managers and Alternate Approvers after Chart of Accounts and Budget Queries A and B has been completed.

 


 

 

Human Resources



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Banner Navigation

Banner Overview

 

Prior to attending any Banner training session, all University employees are required to successfully complete Banner  Navigation and Banner Overview training.

 

Navigation will provide a hands-on learning experience on the basics of using Banner forms, menu, and toolbar.

 

Overview will cover Southeast specific information on the following topics:

  • Administrative System Project

  • Security/Privacy

  • Banner Training & Training Documentation

  • Banner Definitions

  • Data Standards

  • Duplicate Records

  • Banner Help/Support

  • Banner Tips

  • People or Vendor Searches

  • Data Entry

New Addition to this training (11/29/05):

Whether searching or creating a record for a person, vendor, or organization in Banner, it is critical you know the proper procedures. During this session, a demonstration of the correct way to conduct a Banner search will be presented. Learn how to perform two very important functions: 1) how to save time by using the 7 main search functions and 2) prevent the duplication of records.

Payroll Approvals using Banner Self-Service

 

Attendees: Supervisors or employees who currently approve bi-weekly (DTOS)/monthly payroll and/or leave reports.

 

Banner Employee Self-Service is the new method for making payroll entries. This hands-on training will direct you in viewing, correcting, making comments, and approving time sheets and leave reports. (1 hour)

 

Prerequisites: None

 

Accessing Payroll Reports using Internet Native Banner

 

Attendees: Designated account custodians and administrative assistants who access payroll reports.

 

Participants will learn how to access and run the following payroll associated reports using Internet Native Banner: Leave Report (vacation balances, verified and unverified sick leave), Payroll Roster (list of employees to be paid), Cost Distribution (all payroll expenditures by department), and Payroll Deadlines. Access to these reports will be granted only after course attendance. (1 hour)

 

Prerequisites: Banner Navigation, Banner Overview 

Financial Aid

 


Return to top

Banner Navigation

Banner Overview

 

Prior to attending any Banner training session, all University employees are required to successfully complete Banner  Navigation and Banner Overview training.

 

Navigation will provide a hands-on learning experience on the basics of using Banner forms, menu, and toolbar.

 

Overview will cover Southeast specific information on the following topics:

  • Administrative System Project

  • Security/Privacy

  • Banner Training & Training Documentation

  • Banner Definitions

  • Data Standards

  • Duplicate Records

  • Banner Help/Support

  • Banner Tips

  • People or Vendor Searches

  • Data Entry

New Addition to this training (11/29/05):

Whether searching or creating a record for a person, vendor, or organization in Banner, it is critical you know the proper procedures. During this session, a demonstration of the correct way to conduct a Banner search will be presented. Learn how to perform two very important functions: 1) how to save time by using the 7 main search functions and 2) prevent the duplication of records.

Student

 


Return to top

Banner Navigation

Banner Overview

 

Prior to attending any Banner training session, all University employees are required to successfully complete Banner  Navigation and Banner Overview training.

 

Navigation will provide a hands-on learning experience on the basics of using Banner forms, menu, and toolbar.

 

Overview will cover Southeast specific information on the following topics:

  • Administrative System Project

  • Security/Privacy

  • Banner Training & Training Documentation

  • Banner Definitions

  • Data Standards

  • Duplicate Records

  • Banner Help/Support

  • Banner Tips

  • People or Vendor Searches

  • Data Entry

New Addition to this training (11/29/05):

Whether searching or creating a record for a person, vendor, or organization in Banner, it is critical you know the proper procedures. During this session, a demonstration of the correct way to conduct a Banner search will be presented. Learn how to perform two very important functions: 1) how to save time by using the 7 main search functions and 2) prevent the duplication of records.

 
Master Schedule and Faculty Load Maintenance

 

Attendees: This Banner session is required for those primarily assigned the responsibility for entering and updating the master schedule each semester.

 

Course will include a review of the master catalog and Banner payroll tasks. Procedures and hands-on experience will be provided on (1) entering and updating the master schedule, (2) assigning faculty to classes, and (3) verification of payment data to faculty loads.

 

Prerequisites: Banner Navigation, Banner Overview

Reviewing Student Records in INB

 

Attendees: Limited to Academic Departmental Administrative Assistants

 

User will learn to review student records in Internet Native Banner and process registration overrides.

 

Prerequisites: Banner Navigation, Banner Overview

Reviewing Student Records

 

Attendees: for academic & non-academic units

 

Participants will review the various student-related information forms in Internet Native Banner, such as address, general student, test scores, grades and gpa information, comment information, etc. Security access to student records will not be provided without this training.
 
 Prerequisites: Banner Navigation, Banner Overview
 
Faculty Self Service: Reviewing Student Information

 

Attendees: New and adjunct faculty, teaching graduate assistants

 

Training will cover the following student module functions: using the faculty service menu and student information menu. A Southeast Key (SE Key) is required. If you do not have an activated SE Key, contact Nancy Hess at 573-651-2217.

New Faculty Combo Course: Banner Overview & Faculty Self Service

 

Attendees: New and adjunct faculty, teaching graduate assistants

 

An overview of Banner will be presented on security, training documentation, definitions, data standards, duplicate records and Banner help and support. The second portion of the training will cover the student module: using the faculty service menu and student information menu. A Southeast Key (SE Key) is required. If you do not have an activated SE Key, contact Nancy Hess at 573-651-2217.

 

Degreeworks for Faculty Advisors

 

Attendees: Faculty Advisors

 

Learn how to access DegreeWorks and use its features while advising students.

 

 

Prerequisites: None

 

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