Business Affairs Access and Training
Visit My Track to see a calendar month view of training events.
To request access to Banner Finance or HR or AR please complete a User Profile Form
Banner 9 Training Database
Accessing the Banner 9 Training database is done most regularly in a classroom setting. If you hae a need to access the training database outside a classroom setting, please contact BAO training for clearance, so as not to interfere with regularly scheduled training activites.
Banner Access
Banner Access Form
Before specific system access can be granted the employee must complete a Business Application Access Request to get an account created.
Temp Agency Personnel
Generally temp agency personnel are not permitted to have a Banner account because there is no employee relationship and less accountabilty for the UO Code of Responsibility for Security and Confidentiality of Records and Files.
Student Employees
Student employee's can be trained and granted Banner query access. Students are generally not permitted to perform the following business functions:
- Invoice entry
- Travel reimbursement
- Time entry
- Student Account Updates
- Purchase Order entry
These functions are best performed by full time business professionals because:
- They commit university funds and have a complex set of rules and best practices,
- Are time sensitive and generate many questions, and
- Entail educating other faculty and staff about compliance issues.
Requesting Access
Employees with a legitimate business need can request specific access to Banner Finance, Human Resources or Accounts Recievable by completing the FIS/HRIS/AR User Profile Form which must be signed electronically by their Dean, Department Head or Director. The employee must also register for, and participate in any required training. See training requirements and contacts below.
How Access is Terminated
Every Thursday a job is run that locks BANNER accounts, terminates certain Duckweb roles and terminates IDR Cognos access if,
- the employee record was terminated in previous week and no Business Application Access Request received, or
- an OUS employee record was terminated in previous week and no Business Application Access Request received, or
- temporary or student employees have not been paid in 38 days and no Business Application Access Request received.
If the employee submits a new Business Application Access Request, the appropriate security officer(s) are notified. They then review the user's access, modify it if their current job status warrants it, and notify the Information Services if the account should be unlocked.
Student employees lose their BANNER access unless they submit a new BAF to the Information Services by the second Monday of each new term.
When will access be granted?
Banner is used by UO employees to conduct the university's business, which includes processes involving student information, human resources, finance, budgets, accounts receivable, payroll, and financial aid. Generally training is required before Banner access is granted, with some noted exceptions.
Previous Training
If an employee participated in BAO training in the past and has performed the Banner job function (invoices, jvs, time entry, travel etc.) somewhere on campus within the past year, training is optional and access can be granted upon receipt of the User Profile form.
Compelling Business Need
Query access can be granted in advance of training in situations where there is a compelling business reason and a trained colleague or supervisor will provide on the job training. This access will be removed if the user fails to participate in BAO training.