Classes and Contacts
Information on available Banner classes and area trainer contact information are provided for each module. Contact Employee Development and Learning with general Banner questions at pdl@uidaho.edu or 208-885-2323.
You must complete Banner Navigation and have an active Banner account before taking additional training.
Banner Navigation
This introductory course provides a brief navigation overview and includes helpful tips and tricks.
Format: Online
Prerequisite: Active EPAF
Resources:
Contact:
pdl@uidaho.edu
208-885-2323
Finance
This online training provides an overview of some of the more commonly used Banner finance query pages.
Format: Online
Prerequisite: Finance Query
Resources:
Area Contact:
Controller's Office
208-885-2719
controller@uidaho.edu
Overview of journal document types and the different approval methods.
Format: Online
Prerequisite: Finance Query
Resources:
Area Contact:
General Accounting
208-885-5840
gnrlacctg@uidaho.edu
Human Resources
This training is a prerequisite for all other Banner Human Resources (HR) module training. It provides instruction on how to look up and navigate through query forms within the Banner HR module including SPAIDEN, PEAEMPL, NBAJOBS, PHILIST, PEALEAV, PEIATND, FTIORGH, NBAPOSN, and PHIACCR.
Employees who work with personnel or payroll information should complete this training.
Format: Online
Prerequisite: Banner Navigation (active Banner account)
Resources:
Area Contact:
HR EPAF training provides hands-on instruction for entering Electronic Personnel Action Forms (EPAFs) in the Banner HR Module. Trainees are given scenarios in which they must enter a new employee into Banner or change existing information. Handouts provide trainees assistance in selecting the appropriate approval category before the EPAF is entered.
This class is intended for employees who will enter EPAFs for a department, as well as those individuals who will be proxy for them in their absence.
Employees should register for this course via GoSignMeUp! and contact a course instructor to schedule an appointment for live training.
Format: Live
Prerequisite: HR Query
Area Contact:
This class is for Summer Session Faculty EPAF's only. In this session you will review categories, dates, salary calculations and go over scenarios.
Format: Live
Prerequisite: HR Query, EPAF
Area Contact:
Jill Robertson
208-885-7122
jrobertson@uidaho.edu
Becky Sorenson
208-885-7045
rlatshaw@uidaho.edu
Student
This training covers student record information from admission through graduation for administrative personnel.
Completion of Student Information Basics modules 1-4 (Student Basics, Admission, Registration, Transcripts and Graduation) are required for any access consideration. Module 5 (Scheduling) is optional and intended for users who are responsible for creating the departmental class schedule.
Links to these modules are provided upon registration for Student Information Basics.
Access requests will be reviewed for consideration upon completion of the minimum requirements.
Format: Online
Prerequisite: Banner Navigation (active Banner account)
Resources:
Area Contact:
Chris Menter
208-885-2029
cmenter@uidaho.edu
Student reporting training is designed for academic college and department administrative personnel to generate student data reporting. The Student Reporting module is an overview of generating Banner reports.
Student Information Basics training must be completed and access approved before completing Student Reporting training. Access will be reviewed for consideration upon completion of the training.
Format: Online
Prerequisite: Student Information Basics (online)
Resources:
Area Contact:
Chris Menter
208-885-2029
cmenter@uidaho.edu
