Marshall University Information Technology Council

Banner Training Policy Recommendations

• Banner Basic Navigation Training classes will be offered shortly after the beginning of each semi-monthly payroll period. These would be 2-hour sessions. It is the responsibility of the hiring department to register the new employee in the appropriate Banner training session(s). Banner Basic Navigation Training Class will be held even if there is only one registrant.
• The completion of the Banner Basic Navigation class is required prior to the receipt of a Banner account. An account request form must be completed during the class, approved by the trainer, and taken back to the employing department for supervisor approval. An MUINFO account will be created upon receipt of a completed account request form.
• All individuals requesting the ability to create people on Banner must attend MU's standard training session for proper data entry procedures for SPAIDEN, PPAIDEN, RPAIDEN, FOAIDEN and any sub forms related to the "general person" creation process prior to being granted update privileges to any of those forms.
• Each Banner User Group (BUG) will designate an official trainer (and an alternate, if possible) for each major area within each Banner module (e.g. registration, admissions, financial aid, academic deans, finance, payroll, hr). Said trainer must be knowledgeable about Banner and University procedures associated with his/her major area and must be willing to accept this training responsibility. Each trainer will be responsible for training a new employee with regards to the business practices and workflow within his/her area.

• All training efforts will be coordinated by a Banner User Group for Learning (BUG-L).
• All area trainers must participate in the BUG-L.

• The BUG-L must meet at least once every 6 months to review training procedures, new modules or policies implemented University-wide, and to review/update Web documentation.
• Area trainers are required to offer training to constituents prior to the implementation for each major Banner release.

• New faculty must attend a class for using the Dean's and More Dean's Menu if they want to install Banner on their desktop. Classes will be scheduled at the beginning of each academic term; more if necessary.
• Each area trainer must sign off on the individuals competency before a new employee is granted update access to forms.