Professional Development and Learning works together with UI’s Banner trainers to offer employees a successful and efficient Banner training experience. If you have comments or suggestions on your training experience, please contact us.
If you are a new employee who needs Banner access, you will need to follow our steps-to-success to ensure you take the right training in the appropriate order.
New Employees and Affiliates must complete all paperwork with Human Resources or an off campus HR representative. Your department will then initiate an Electronic Personnel Action Form (EPAF), which is required for you to obtain a Banner account login. Please check with your supervisor if you are unsure if an EPAF has been originated for you.
Complete step one before moving on to step two.
Obtain a Banner account login:
- Complete Banner Navigation Training online and respond to the questions when asked. Make sure to complete the electronic form at the end of the training to initiate your Banner account request.
- Within 24 hours of submitting your account request, ITS will create your Banner account and notify you when it is complete.
- Before you can login to Banner, you will need to change your AD password (required in order to sync your password with Banner account login) by logging into help.uidaho.edu . The ITS Help Desk may be contacted with questions.
Only when you have an active Banner account should you proceed to step three. It is not recommended taking additional training until you have a Banner account as you will not be granted access to specific modules without an account.
After consulting with your supervisor, review the Banner training information to identify which specific training you will need to gain access to Banner modules. Please note that you will need a work related reason to be granted access to modules within the Banner system.
Complete Banner training online, register for the next scheduled live training, or request live training from the trainer listed for each module.
You can find training descriptions and Banner trainer contact information by visiting the Classes and Contacts webpage or by downloading the Classes and Contacts Directory. The directory also lists pre-requisites for each class. A general rule to remember is you must complete the Query training for the module you need access to (HR Query, Finance Query, Student Query, etc.) before completing or requesting other training within those modules.
Things You Need to Know
As a Banner user, you will automatically be subscribed to the BannerInfo listserv and will remain a listserv member for the duration you are an active Banner user. This listserv is used to provide all Banner users at the University of Idaho an understanding of what is going on in the Banner community as well as provide important information about Banner training, reminders, upgrades, deadlines, issues, etc. If you would like to send a message to all Banner users, submit the email to BannerInfo@uidaho.edu. Emails should be relative to Banner, Banner Training, processing reminders, scheduling changes, etc., and will be moderated.
The Navigation Keys and Icons sheet is a handy tool for every Banner user. Download it and keep a copy handy.
You can use the Java Check tool to make sure that your computer has the correct version of Java installed to successfully use Banner.
If you will be working from off-campus (a non-UI remote location), such as from home or while traveling, you will need to ensure you have a secure VPN connection.