CLIQ-ing through Banner:Employee Profile

presented byTerry Beard and Brad Smith

Library and Information ServicesInstitutional Systems

C.L.I.Q.Dickinson College

General Announcements• Please turn off all cell phones/pagers• If you must leave the session early, please do so

as discreetly as possible• Please avoid side conversations during the

session.• Please feel free to ask questions at any time

during the session.

Thank you for your cooperation!

C.L.I.Q.Dickinson College

Background• DataTel to Banner – the time was right• Disparate systems• Banner access not required to deliver secured

information to the desktop.• Needed a consolidated way to retrieve information

for all departments in a flexible yet easy to maintain environment

• Easy to use

C.L.I.Q.Dickinson College

Technically speaking…• ColdFusion framework• In house development commencing Spring 2005• ColdFusion Reports• MS Access and Oracle databases• Interactions with Banner, R+, Nolijweb• Secure – SSL / Authentication / Authorization• Available via Luminis Portal• Adobe Flex 2

C.L.I.Q.Dickinson College

It’s all in a name• August 2006 released to Faculty and Staff as

Class List & Interactive Queries• Due to growth in functionality, rebranded as

College Lists & Information Queries• Currently has over 40 functions• Wide array of users including Faculty, Registrar,

Admissions, Mail Room, Development Office• Has become a critical application

C.L.I.Q.Dickinson College

Functionally speaking…

• Profiles– Students– Employees

• Faculty– Advisee Lists– Class Lists– Majors Lists

• Mail Room– HUB boxes– labels

• Development– Report of Gifts– Prospects– Ask Amounts

• Admissions– Import– Outreach

• Media– Dean’s List– Grad List– Student

Updates

C.L.I.Q.Dickinson College

PEAEMPL

PPAIDEN

PPACMNT

PEALEAV

PEAREVW

NBAJOBS

PDADEDN

PDABENE

PDABCOV

etc., etc….

C.L.I.Q.Dickinson College

Administration 101

Functions UsersRoles

• Simple and flexible structure• Some roles allow a parameter to be passed• Role verification applied to ColdFusion templates• Administration can be delegated to power users

C.L.I.Q.Dickinson College

CLIQing for Human Resources• July 2007 released to Human Resources.• Wide array of users including HR, Department

Heads, Supervisors, Public Safety.• Phased roll-out to Campus groups in October,

2007.

C.L.I.Q.Dickinson College

• HR Management• HR Staff• Payroll Manager• Student Payroll• Supervisors• Directors• Senior Management• Public Safety• Campus Services

The Key Roles

C.L.I.Q.Dickinson College

Human Resource Blocks• Demographics

– Contact Info– Job info– Photo– Emergency

Contacts

• Job History– Performance– Job Changes– Labor Distribution

• Faculty Info– Tenure Data– Leave Time

• Benefits– Medical– Retirement– Voluntary– Flex Spending– Dependent

Information

• Payroll– Leave Time– Tax Information

• Miscellaneous– Certifications– Committee

Memberships– Comments

C.L.I.Q.Dickinson College

Block MatrixHR Staff Student Payroll Supervisors Public Safety

CLIQ Block

Sees All Employees

Sees all Student Employees

Sees All Employees they Supervise

Sees All Employees

Current Job Information

No Salaries X No Salaries No

Personal Demographics

X X NO NO

Dependent Information

X NO NO Note 3

Phone X X Note 2 X

Leave Time X NO X NO

Contact Information

X X Note 1 X

Note 1: Do Not Display if Confidential Flag is ‘ON’.

Note 2: Do not Display if Phone is coded as an “Unlisted Phone Number”

Note 3: Exclude Dependents with Relationship Code that is protected by Privacy Laws

C.L.I.Q.Dickinson College

PEAEMPL

PPAIDEN

PPACMNT

PEALEAV

PEAREVW

NBAJOBS

PDADEDN

PDABENE

PDABCOV

etc., etc….

C.L.I.Q.Dickinson College

Employee Profile• Comprehensive view of an employee’s

employment information• Includes information that while retrievable from

Banner, would require the user to access several screens

• Look up by Banner ID or user name• Can be printed to PDF

C.L.I.Q.Dickinson College

Employee Profile Security• Secured by previously defined roles.• Salary information further secured by role definitions within

‘blocks’ of data.• Respects the ‘Confidential Flag’ in Banner for most roles.

(exception: HR and Public Safety)• Respects the ‘Unlisted Phone Number Flag’ in Banner for

most roles. (same exceptions as above)• Respects privacy laws regarding dependents, spouses,

and domestic partners for all roles.

C.L.I.Q.Dickinson College

Employee Profile

C.L.I.Q.Dickinson College

CLIQ 2.0• Complete migration of CLIQ database to Oracle• Enhance user experience• Implement ColdFusion 8• Add additional administrative functionality• Release in January 2008

C.L.I.Q.Dickinson College

Questions and Answers