EB/EJ - After Action Report for 2020 (MIS Term 209)

Opens Nov, due Jan 31

IN PROGRESS

Jordan Lamb

ludmilag

Keila Reynosa, Linda Reis, Norma Chavez, Khantee See

John Bratsch, Jennifer Vega La Serna

1

EJ03 - INVALID TOP CODE (Non-Instructional)

• Valid ASA codes required on NBAJOBS>CA Pension Tab for reportable employees without a teaching assignment

Mary Schaefer in Payroll graciously populated values for us before we realized that some BAM values are invalid.

• Some null values exist

HR Banner Consultant Meeting on 5/24/2022 recommended that Applications script populate ASA codes off the Program code. It does not appear that the Program code of every FOAP lines up with an allowed ASA code:

SELECT      a.NBRJLBD_PIDM,
            F_GETSPRIDENID(a.NBRJLBD_PIDM) AS BANNER_ID,
            a.NBRJLBD_POSN,
            a.NBRJLBD_SUFF,
            a.NBRJLBD_PROG_CODE,
            a.NBRJLBD_EFFECTIVE_DATE,
            NBRJOBS_DESC
FROM        NBRJLBD a
JOIN        NBRJOBS ON NBRJLBD_PIDM = NBRJOBS_PIDM
AND         NBRJLBD_POSN = NBRJOBS_POSN
AND         NBRJLBD_SUFF = NBRJOBS_SUFF
JOIN        PEBEMPL ON NBRJLBD_PIDM = PEBEMPL_PIDM
JOIN        NBBPOSN ON NBBPOSN_POSN = NBRJLBD_POSN
INNER JOIN  (
                SELECT      NBRJLBD_PIDM,
                            MAX(NBRJLBD_EFFECTIVE_DATE) AS NBRJLBD_EFFECTIVE_DATE
                FROM        NBRJLBD
                GROUP BY    NBRJLBD_PIDM
            ) b
            ON      a.NBRJLBD_PIDM = b.NBRJLBD_PIDM
            AND     a.NBRJLBD_EFFECTIVE_DATE = b.NBRJLBD_EFFECTIVE_DATE
WHERE       NBRJOBS_STATUS = 'A'
AND         PEBEMPL_EMPL_STATUS = 'A'
AND         NBRJOBS_SGRP_CODE LIKE '2022%'
AND         (NBRJLBD_PROG_CODE < '6000'
OR          NBRJLBD_PROG_CODE > '8000')
AND         NBBPOSN_STATUS = 'A'
AND         PEBEMPL_EGRP_CODE NOT IN ('O','XB','XR','XS','XT')
GROUP BY    a.NBRJLBD_PIDM, a.NBRJLBD_POSN, a.NBRJLBD_SUFF, a.NBRJLBD_PROG_CODE, a.NBRJLBD_EFFECTIVE_DATE, NBRJOBS_DESC
ORDER BY    NBRJLBD_POSN ASC;

More accurate IPEDs/Datamart. Could run reports off assignment classifications.

Keila Reynosa, Linda Reis

BAM, Argos MIS EJ03 Report

2

EB07, EB08 - EEO6 AND EMPLOYMENT CLASS MUST AGREE

• NTRPCLS>NTRPCLS_ESKL_CODE needs an audit for the following employee types: Police Academy instructors, Fire Academy instructors, assistant coaches, counselors, librarians, curriculum coordinator
• Possible work to be done on STVTASTY

• HR will input Counselors and Librarians to SIAASGN (SIRNIST). Consultant needed to define Workload/FTE questions as they relate to faculty who also teach as part of their normal workload. -per 2/9/22 Meeting
• HR to change MISC employees to “P” instead of listing them as adjunct on PEAEMPL. -per 2/9/22 Meeting

Possible benefit of preventing adjunct from going overload.

If it’s decided that they should be non-teaching faculty, then EJ01 will have to be maintained for each of these employees on SIAASGN (SIRNIST). Recommendation is that Academic Services be responsible for that.

Khantee See, Keila Reynosa, Linda Reis

EB DED, EB-EJ Error Report Reference

3

EJ01, EJ02 - ASSIGNMENT TYPE AND LEAVE TYPE MUST AGREE

• SIAASGN>Non Instructional Tab>SIRNIST_ASTY_CODE needs to be discussed. We need to decide of Banking Load, Using Bank Load, or Load Balancing should be reported and how. CLC (converted to Credit, Leave) is used in each scenario. Those then fail the referential to EJ02 where the employee assignment is typically “Y - Not Applicable” (not on Leave).

Can create backup for Khantee. Make an offline Excel document more resilient.

Could create reports for faculty to view.

EB-EJ Error Report Reference has specific examples with PII on Issue ID “EJ01_1”

Khantee See

EJ DED

4

EB09 - Null Values

• PTRJCRE Job Change type crosswalk field has null values on about 70 codes.
• Assess validity of ‘L%’ Job Change types. Don’t think those crosswalk to valid EB09 values.

• HR will add crosswalk field or “X-” invalid values. - per 2/9/22 Meeting

Keila Reynosa, Linda Reis

EB DED

5

EJ04 - Quality Check

• Hours per Day seems to be given a blanket 1 or 8.

• HR to assess on a per case basis. May require update to forms and will require getting that information from the hiring manager(s).

Could create reports to assess additional positions.

Could avoid the erroneous public perception (Datamart/IPEDs) that we have hundreds/thousands hours of extra hours per day being worked by our employees.

EMPLOYEE ASSIGNMENT WEEKLY HOURS if not in student, Hours per Day x Appointment Percent x 5(((NBRJOBS_HRS_DAY * NBRJOBS_APPT_PCT)/100) *5)

EB-EJ Error Report Reference has specific examples with PII on Issue ID “EJ04-1”

Keila Reynosa, Linda Reis

EJ DED

6

EJ08 - Quality Check

• Audit FTE on non-instructional employees in particular.

Could create reports off this accurate data. Faculty productivity, FON audit.

Could protect us against future audits, or the state using this data for an increased purpose.

FTE seems to be listed at 1 for Primary and Secondary assignments on NBAJOBS. For non-instructional assignments that leads to some employees with >2 Full Time Equivalent loads.

Keila Reynosa, Linda Reis

EJ DED

7

EB06 - Null Values

• Populate GOAMEDI>General Medical Information>"Primary Disability"

Emergency response, accommodation studies.

Keila Reynosa, Linda Reis

EB DED

8

EB11 Crosswalk

• Audit PTRECLS, EEO “6-Unreported”. Currently crosswalks to EB11 “1-Less than 9 months” on PTVEEOG

Keila Reynosa, Linda Reis

EB DED

9

EJ08 - WEXP on Student Side

We may be reporting WEXP FTE inaccurately.

How should WEXP FTE be reported? Having the answer to this may have impacts on Scheduling.

EB-EJ Error Report Reference has specific examples with PII on Issue ID “EJ08-1”

Jordan Lamb , ludmilag

10

EJ08 - NURS Scheduling

Would decrease manual edits.

Our SQL that takes the table and converts it to the file seems wrong at the least for NURS sections. Seems like the FTE is summing for each section and putting them on each separate session record.

EB-EJ Error Report Reference has specific examples with PII on Issue ID “EJ08-2”

Jordan Lamb , ludmilag

11

EJ - Assignment not properly terminated. AP-105 - Getting issue details... STATUS

• Find jobs on NBAJOBS that have an NBRBJOB_END_DATE, but an NBRJOBS_STATUS that is not “T-Terminated”

SELECT *

FROM NBRJOBS a

INNER JOIN NBRBJOB

ON NBRBJOB_PIDM = a.NBRJOBS_PIDM AND NBRBJOB_POSN = a.NBRJOBS_POSN AND a.NBRJOBS_SUFF = NBRBJOB_SUFF

WHERE a.NBRJOBS_STATUS = 'A'

AND a.NBRJOBS_POSN NOT IN

(SELECT b.NBRJOBS_POSN

FROM NBRJOBS b

WHERE a.NBRJOBS_PIDM = b.NBRJOBS_PIDM AND a.NBRJOBS_SUFF = b.NBRJOBS_SUFF AND b.NBRJOBS_STATUS = 'T')

AND NBRBJOB_END_DATE < SYSDATE;

Prevent access/pay issues from possibly arising in the future.

Possibly related to records with NBRJOBS_DATA_ORIGIN like '%.sql'

Jordan Lamb ludmilag

12

Overload

• Use Banner Self Service if it’ll display Overload. If not, create Argos using EJ01 logic.

13 (NEW)

We have not been using MIS DED allowed codes for EB14 and there is no crosswalk table.

• Utilize the allowed 1-21 MIS DED codes

AP-140 - Getting issue details... STATUS

We’ll report more than just three unique values on EB14

Ellucian Case # 02413579

All HR

Do we have any employees who should be reported but aren’t?

Can we write a query based on HR specs, then compare with 209 baseline run?