Banner Training Course Descriptions

Banner Navigation and Banner Overview are required as prerequisites 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.

Finance Specific Directions for Registration:

Administrative Assistant positions, assigned with financial tasks requiring Banner access, must successfully pass the following courses. Enroll in online courses. Complete these courses in the order listed below.

  • Navigation  (online version only)
  • Overview  (online version only)
  • Banner Chart of Accounts  (online version only)
  • Budget Queries (online version only)
  • Budget Transfers & Encumbrances  (online version only)
  • Purchase  Requisitions  (online version only)
  • Banner Accounts Payable Processes  (online version only)
  • If you are responsible for Receiver Documents: Banner Purchasing - Receivers  (online version only)
  • If you are responsible for a grant account: Banner Research Accounting (Grants) (Face-to-face version only.Contact the Grants department to schedule.)

Financial Managers and Alternate Approvers are required to enroll and successfully complete the following courses in the order listed below:

  • Banner General Navigation (online version only)
  • Overview (online version only)
  • Chart of Accounts (online version only)
  • Budget Queries (online version only)
  • Banner Purchasing - Requisition Approval using Self-Service  (online version only)

Banner Navigation and 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

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Finance

  • 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.

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 and 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. Contact the Grants office to schedule your face-2-face training.

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

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.

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Human Resources

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

Banner Employee Self-Service

This hands-on training will direct you in viewing, correcting, making comments, and approving time sheets and leave reports. (1 hour) Contact the Human Resources department to schedule.

Prerequisites: None

Accessing Payroll and Leave Information using Internet Native Banner

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

Participants will learn how to check paid time off/vacation, and verified and unverified sick leave balances (PEAEMPL); Lean how to look up position numbers, titles, supervisors, and labor distribution information (NBAJOBS); and track payroll deadlines. Access to this information will be granted only after course attendance. (1 hour) Contact the Human Resources department to schedule.

Prerequisites: Banner Navigation and Overview

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Financial Aid

Prior to attending any Banner training session, all University employees are required to successfully complete Banner Navigation and Banner Overview training. Financial Aid provides this face-to-face training, in conjunction with Financial Aid specific training.

 

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Student

  • 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.

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. Face-2-face course. Contact the Registrar's office to schedule.

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. Face-2-face course. Contact the Registrar's office to schedule. Face-2-face course. Contact the Registrar's office to schedule.

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. Face-2-face course. Contact the Registrar's office to schedule.

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 the help desk at helpdesk@semo.edu. Face-2-face course. Contact the Registrar's office to schedule.

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 the IT Help Desk at 573-651-4357 or helpdesk@semo.edu. Face-2-face course. Contact the Registrar's office to schedule.

Degreeworks for Faculty Advisors
Attendees: Faculty Advisors

Learn how to access DegreeWorks and use its features while advising students. Face-2-face course. Contact the Registrar's office to schedule.

Prerequisites: None

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Contact

IT Help Desk

(573) 651-4357
helpdesk@semo.edu
Memorial Hall 107

IT Office

(573) 651-2217
One University Plaza
Cape Girardeau, Missouri 63701