Skip to main content

Banner 9 Implementation Updates

11/19/2018 - Operation Registration Taking Place, Nov. 26 & 27

Operation Registration is an annual event that helps streamline registration for returning students. For more information about Operation Registration, click HERE.

For additional tips prior to registration, check out these videos about UNM's registration system:

Navigating Registration Video

Changing Credit Hours Video

Changing Grade Mode Video

Waitlist Video

10/31/2018 - Finance (F) Forms Now Available in Banner 9

The Banner 9 Finance (F) forms are now active in Production. To access the forms please log into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the login for "Banner 9 Forms".

UNMBusinessApplications

Please review the Training page for more information about how to access the Banner 9 forms and how to familiarize yourself with the navigation of Banner 9. To access a list of Finance Job Aids, click HERE.

Generic Tips:

  • Watch the videos on our Training page.
  • Supported browsers are Chrome and Firefox.
  • Tabbing may still be required to display items you'd expect to see.
  • "Related" and "Tools" contain submenu's you used to access in Banner 8. If you do not see it in one, look in the other. 
  • Results of rows to display at the bottom - you can change it but it won't save it for your next login.
  • You can squeeze columns in a form and move them for that session on that page. 
  • You can now use word search to find a form if you do not know the form name. 

Specific Form Tips:

  • FOIDOCH - On the Related menu, there is a Query Document By Type option that will bring up the proper form for each document type.
  • FRIGITD - After entering the index, tab to the Fund field, then tab to the Organization field. The grant code should populate.
  • FOATEXT - you must check the "Print" box.

Please review the FAQ section of this website to find additional information on access issues or problems accessing the forms. 

10/31/2018 - Banner 8 HR/Payroll (P) & Position Control Forms (N) Forms Are Now Deactivated

The Banner 8 HR/Payroll (P) and Position Control (N) Forms are now deactivated as of Wednesday, October 31st. This means that the HR/Payroll (P) and Position Control (N) forms are no longer available in Banner 8. You are required to use the new Banner 9 forms to access the the Payroll and Position Control Forms (forms beginning with "P" and "N"). This is already true for the Accounts Receivable (T) forms, Financial Aid (R) forms, Student (S) forms, and General (G) forms. 

Users can now use Banner 9 for all their job duties. Users can access the Banner 9 versions of Financial Aid, Student, General, Accounts Receivable, Payroll, Position Control, and Finance forms. The Banner 9 Finance forms are now active in Production as of Wednesday, October 31/ This used to not the the case and users had to switch from Banner 8 forms to Banner 9 forms in the past.

When accessing the Banner 9 forms, we recommend using either Firefox or Chrome for optimal performance. For additional information, please visit our Training and FAQ pages. 

There are also a handful of forms (provided by the vendor) that have bugs. We will continue to allow access to these Banner 8 forms until the vendor fixes issues in upcoming upgrades. For a list of those forms, please see the Form Exception List.

For more information, please see the following Known Issues page. 

10/29/2018 - Course Searching In New Registration Process Now Available

Searching for Spring 2019 classes is now available in the updated Registration process:

  • Log into http://my.unm.edu 
  • Go to LoboWeb
  • Access the Student Tab and click on "Registration & Records"
  • Click on the "Registration (Add/Drop), Course Search, Check For Holds" link
  • Scroll to the bottom of the page and click on the "Registration Portal" button

Here is a Registration Basics video that demos the functionality found in the new Registration process:

Navigating Registration Video

10/18/2018 - Banner 8 Student (S) and General (G) Forms Will Be Deactivated on 10/26

The Banner 8 Student (S) and General (G) Forms will be deactivated on Friday, October 26th. This means that Student and General forms will no longer be available in Banner 8.  You will be required to use the new Banner 9 forms to access the Student and General forms (forms beginning with “S” and “G”). This is already true for the Account Receivable (T) forms and the Financial Aid (R) forms. 

Users can now use Banner 9 for all their job duties (with the exception of the Banner 9 Finance (F) forms). Users can access the Banner 9 versions of Fin Aid, Student, General, Accounts Receivable, Payroll, and Position Control forms. The Banner 9 Finance forms are coming online October 31st. This used to not be the case and users had to switch from Banner 8 forms to Banner 9 forms in the past.

When accessing the Banner 9 forms, we recommend using either Firefox or Chrome for optimal performance. For additional information, please visit our Training and FAQ pages. 

We have a number of custom Banner 8 forms that offer functionality unique to UNM. The functionality for these forms is being recreated in a separate application. Until that application is created we will continue to allow access to these Banner 8 forms. Those forms are:

  • SZADARQ
  • SZACCMD
  • SZVMREQ
  • SZVDIST
  • SZBDUAL
  • SZBDCRS
  • SZADEGR
  • SZASECT
  • SZASEC2
  • SSASECT
  • SSAMATX
  • SSADETL
  • SSARRES
  • SSATEXT
  • SSAXLST
  • SHACOMI
  • GZAAFIL
  • GZAOIDQ

There are also a handful of forms (provided by the vendor) that have bugs. We will continue to allow access to these Banner 8 forms until the vendor fixes issues in upcoming upgrades. For a list of those forms, please see the Form Exception List.

For more information, please see the following Known Issues page.

9/21/2018 - Updated Application Navigator Layout Coming Soon!

On October 6th, the portal to the Banner 9 forms, also known as Application Navigator, will have an updated layout. 

Current Interface

New Interface

UpdatedAppNavUpdatedAppNav

Note that the informational bar has moved from the top of the screen to the left side of the screen. Most of the Banner 9 forms are arranged vertically, and this layout provides extra space (where the bar used to be at the top) for information to be presented. The functionality found within the current bar is still available in the new side bar. To see the descriptions for the icons, users can click on the "hamburger" icon:

UpdatedAppNav3

Functionality for the forms has stayed the same. Again, this update to the interface of Application Navigator will happen on Saturday, October 6th. Expect to see this new layout when you log into the Banner 9 forms on Monday, October 8th

9/4/2018 - Financial Aid (R) Forms Only Available in Banner 9

The Banner 8 Financial Aid (R) Forms have been demised as of today, September 4, 2018. Demised means that the Financial Aid (R) forms will no longer be available in Banner 8. If you try to access a Financial Aid (R) form in Banner 8, you will see this notification:

FinAidErrorMessage

If you see this Error Message, it means you need to access the Banner 9 version of the form by logging into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the login for "Banner 9 Forms".

For more information about IT Rollouts for Banner 9, please see the Banner 9 Rollout Plan.   

8/22/2018 - Banner 8 Financial Aid (R) Forms Will Be Demised on 9/4

The Banner 8 Financial Aid (R) Forms will be demised on Tuesday, September 4, 2018. Demised means that the Financial Aid (R) forms will no longer be available in Banner 8. Users will be required to use Banner 9 to access any of the Financial Aid (R) forms, similar to the Accounts Receivable (T) forms. Users can use Banner 9 for all their job duties with the exception of the Banner 9 Finance (F) forms that are coming in October. This includes the Banner 9 versions of Financial Aid (R), Student (S), General (G), Accounts Receivable (T), Payroll (P), and Position Control (N) forms. When accessing the Banner 9 forms, we recommend using either Firefox or Chrome for optimal performance.

For additional information please visit our Training and FAQ pages.

8/3/2018 - Updated Search Functionality Coming This Weekend

The search functionality found in the Banner form SOAIDEN (Person Search Form) will look different after this weekend. The current default filter which contains several search options such as: Contains, Like, Starts With, Ends With, Equals, and Not Equals, will now be found after selecting the Advanced Filter option. When using the Search Functionality, use the percentage sign (%) wildcard for an unlimited number of characters searched in your query. 

This is what SOAIDEN looks like now:

SOAIDEN

This is what SOAIDEN will look like after this weekend:

UpdatedSOAIDEN

Advanced Filter after this weekend:

AdvancedFilter

If you have any questions regarding this update, feel free to reach out by using our Contact Form.

8/1/2018 - Banner 9 Registration (BETA release) Now Available

The Banner 9 Registration Self-Service Application is now available for students registering online for Fall 2018 semester courses. Students have the option to use the Banner 9 BETA version of registration or the current version of registration. Below is an example of what students will see when they log into LoboWeb to register for classes:

LoboWeb

Students should note when using the new registration system, it is still a BETA version. The updated system has been tested; however, if you run into any issues be sure to:

  • Log out of the new system (to prevent a locked session).
  • Contact IT Applications by clicking HERE and provide feedback.
  • Go back to the previous Registration page and click the current Registration link found in LoboWeb.

For more information regarding the BETA version of Registration please click HERE.

7/30/2018 - Banner 9 Registration Will Be Available on 8/1

The Banner 9 Registration Self-Service Application will be available on August 1st! We are providing access to the application through LoboWeb and notifying users that the new Registration system will be available in the form of a BETA release.

registrationpic2

Below is a video of how users can access the application.

registrationvideo

For more information please click HERE.

7/16/2018 - Banner 9 Student (S) and General (G) Forms Are Now Available In Production

They're Here! 

The Banner 9 Student and General forms are now active. To access the forms please log into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the link for the "Banner 9 Forms."

UNMBusinessApplications

This link will take you to a web application called Application Navigator:

AppNav_SPAIDEN

Once in Application Navigator you can search for the form you want to access. If you have access to a form in Banner 8 you should have access to the equivalent Banner 9 form. Here is a video to see how Application Navigator allows access to the Banner 9 forms in comparison to the Banner 8 forms:

Banner8vsBanner9

For optimal performance IT Applications recommends using Firefox browser or Chrome browser when accessing the Banner 9 forms. You will need to continue using Internet Explorer if you want to access the Banner 8 forms. 

Whoa! Some Of The Forms Look Different!

The vendor did their best to recreate the functionality found within Banner 8 forms and create the Banner 9 forms as a true modern-day web application. Most of the forms should look similar, but you'll notice that certain blocks of data or certain text fields might be arranged differently. That being said, please be aware that it might be easier to unintentionally create duplicate people within forms like GOAMTCH. See the video below for more information:

GOAMTCH_Video

Please use caution when exploring and using the new forms. Additional training materials can be found here:  https://banner9.unm.edu/training/index.html

What If I Have Problems Logging In?

If you have issues when logging in you will want to check out the "Frequently Asked Questions" section on the Banner 9 website. We have instructions on how to raise a help ticket here: https://banner9.unm.edu/FAQs/index.html

Help! I Can't Find My Form!

All Banner forms, with the exception of the Finance ("F") forms are available in the Banner 9 forms. The Banner 9 Finance forms will be going live later in the fall.

There are a number of custom forms that begin with "SZ" or "GZ" (examples include GZAAFIL, GZAOIDQ, and SZADEGR) that are not being recreated in the Banner 9 forms. The Banner 8 versions of those forms will continue to be available until the functionality is provided elsewhere. 

If you still can't find a form, please raise a help ticket at https://help.unm.edu 

How Can I Stay Informed On Banner 9?

We encourage all users to visit this Banner 9 website at lease once a week to stay current with changes and upgrades coming your way. The homepage will show you what's coming soon!

7/11/2018 - Banner 9 Student & General Forms Going Live on Monday, July 16th

The "S" and "G" forms, otherwise known as the Student and General forms, will be activated in Production on Monday, July 16th. The Banner 8 "S" and "G" forms will be available for a short period of time; however, we are expecting business departments to start using Banner 9 "S" and "G" forms.  

Please visit this page on Monday, July 16th to find out more information about where to go to access the new forms. 

There are some training materials regarding the Banner 9 forms (as a whole) located on the Training tab of this website. We are encouraging all Student and General forms users to review those materials. Additionally, Student and General forms users should be receiving an email that contains additional information regarding the Banner 9 Student and General forms. 

Please see the FAQ tab to find information about how to get the most out of the Banner 9 forms in regards to performance. 

6/22/2018 - Student (S) and General (G) Forms are Active in Integration

The Banner 9 forms Student (S) and General (G) are now active in the Integration environment for users to view and experiment with functionality. Please contact your manager for the URL to access these forms. Please keep in mind that you must have an active BAR role in Integration to access these forms. If you cannot access any of the Banner 8 forms in Integration then you will not be able to access any of the Banner 9 forms in Integration.

If you experience any issues while engaging with the forms, please Contact Us so we can troubleshoot the issue. 

6/22/2018 - Banner 9 Employee Self-Service(ESS) is now Active in Production

Banner 9 Employee Self-Service is the new Employee Dashboard. The Employee Dashboard is a one-stop shop that gives employees access to their pay stub, leave balances, job history, and much more. Besides Employee Self-Service, nothing else has changed about LoboWeb. This means you can continue accessing ePAFs, time approval, budget development, etc. the same way that you normally do. The primary change is that the pay stub will be accessible through the Employee Dashboard rather than through LoboWeb.

To demo the pay stub in ESS, click here, and under the Banner 9 videos click: Banner 9: Pay Stub. 

ESS_EmployeeDashboard

6/15/2018 - Banner 9 HR & Payroll (P & N) Forms are Now Active in Production

The Banner 9 HR & Payroll forms are now active. To access the forms please log into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the login for "Banner 9 Forms".

UNMBusinessApplications

Please review the Training page for more information about how to access the Banner 9 forms, using the Banner 9 version of PHATIME, and more. 

The Banner 8 "P" and "N" forms are still available for a limited time in case there are any issues with the Banner 9 "P" and "N" forms; however, users are expected to use the new Banner 9 "P" and "N" forms moving forward. 

Please review the FAQ section of this website to find information on access issues or problems accessing the forms. 

6/12/2018 - Upcoming HR & Payroll Trainings

Date

Building

Room Number

Time

Training Videos

June 22John and June Perovich Business Center EOD Room 1007 12:30 - 1:30 pm
Videos
July 5John and June Perovich Business CenterEOD Room 1007 10:15 - 11:15 am

6/11/2018 - Banner 9 HR & Payroll Forms Going Live on Friday, June 15th  

The "P" and "N" forms, otherwise known as the HR & Payroll forms, will be activated in Production on Friday, June 15th with the exception of PHAREDS which will not be going live until after the start of the fiscal year. The Banner 8 "P" and "N" forms will be available for a period of time; however, we are expecting business departments to start using the Banner 9 "P" and "N" forms. 

Please visit this page on Friday, June 15th to find out more information about where to go to access the new forms.

There are some training materials regarding the Banner 9 forms (as a whole) and the use of PHATIME on the Training tab of this website. We are encouraging all HR & Payroll forms users to review those materials. Additionally, HR & Payroll users should be receiving an email that contains additional information regarding the Banner 9 HR & Payroll forms. 

Please see the FAQ tab to find information about how to get the most out of the Banner 9 forms in regards to performance.

4/19/2018 - Accounts Receivable (T) Forms Only Available in Banner 9

Banner 9 Accounts Receivable (T) Forms went live on March 16, 2018. To adhere to the Roll Out plan approved by ERP Leadership, the Banner 8 Accounts Receivable forms have been disabled as of Monday, April 16th with the exception of four forms. If you try to access an Account Receivable (T) form in Banner 8, you will see this notification:

FormErrorMessage

If you see this Error Message, it means you need to access the Banner 9 version of the form by logging into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the login for "Banner 9 Forms".

The Banner 8 Accounts Receivable (T) forms that are still available are:

  1. TSAAREV
  2. TSACONT
  3. TSADETC
  4. TZIDBAL

The Banner 8 form, TZIDBAL, which is used by Student Accounts Receivable (Bursar's Office) as well as other users across campus, will remain available until July. All other Accounts Receivable forms that were not mentioned above have been disabled as of Monday, April 16th.

For more information about IT rollouts for Banner 9, please see Banner 9 Rollout Plan 

4/9/2018 - Banner 9 Financial Aid (R) Forms are Now Active in Production

The Banner 9 Financial Aid forms are now active. To access the forms please log into http://my.unm.edu, go to the "UNM Business Applications" section, and you will see the login for "Banner 9 Forms".

UNMBusinessApplications

Please review the Training page to find more information about how to access the new Banner 9 forms. 

The Banner 8 "R" forms are still available for a limited time in case there are any issues with the Banner 9 "R" forms; however, users are expected to use the new Banner 9 "R" forms moving forward. 

Please review the FAQ section of this website to find information if you have access issues or problems accessing the forms. 

4/03/2018 - Banner 9 Financial Aid Forms Going Live on Monday, April 9th

The "R" forms, otherwise known as the Financial Aid forms, will be activated in Production on Monday, April 9th. The Banner 8 "R" forms will be available for a period of time; however, we are expecting business departments to start using the Banner 9 "R" forms. 

Please visit this page on Monday, April 9th to find out more information about where to go to access the new forms.

There are some training materials regarding the Banner 9 forms (as a whole) on the Training tab of this website. We are encouraging all Financial Aid forms users to review those materials. Additionally, Financial Aid users should be receiving an email that contains additional information regarding the Banner 9 Financial Aid forms. 

Please see the FAQ tab to find information about how to get the most out of the Banner 9 forms in regards to performance.

3/19/2018 - Upcoming Banner 9 Accounts Receivable (NSAR) Trainings

Date

Building

Room Number

Time

Training Packet

Tuesday, March 20th Fitz Hall30310:00 - 11:00 am
Link
Wednesday, March 21st Dane Smith 12011:00 - 12:00 pm

3/19/2018 - Upcoming Banner 9 Accounts Receivable (NSAR) Walk-In Labs

Date

Campus

Location

Time

Training Packet

Monday, March 26thHSC CampusMed II Computer Lab10:00 - 12:00 pm
Link
Tuesday, March 27thMain CampusBusiness Center EOD 10079:00 - 11:00 am
Wednesday, March 28thHSC CampusMed II Computer Lab1:00 - 3:00 pm
Thursday, March 29thMain CampusBusiness Center EOD 10072:00 - 4:00 pm

3/16/2018 - Banner 9 Account Receivable (T) Forms are Now Active In Production

The Banner 9 Account Receivable forms are now active.  To access the forms please log into http://my.unm.edu, go to the “UNM Business Applications” section, and you will see the login for “Banner 9 Forms.”

UNMBusinessApplications

Please review the “Training Page” to find more information about how to access the new Banner 9 forms.  

The Banner 8 “T” forms are still available for a limited time in case there are any issues with the Banner 9 “T” forms; however, users are expected to use the new Banner 9 “T” forms moving forward.   

Please review the “FAQs” section of this website to find information if you have access issues or problems accessing the forms. 

3/15/2018 - Banner 9 Account Receivable Forms Going Live Tomorrow!

The “T” forms, otherwise known as the Account Receivable forms, will be activated tomorrow.  The Banner 8 “T” forms will still be available for a period of time; however, we are expecting business departments to start using the Banner 9 “T” forms.

Please visit this page tomorrow to find information about where to go to access the new forms.

There are some training materials related to the Account Receivable forms on the Training tab of this website.  We are encourage all AR users to review these materials.  Also, please see the FAQ tab to find information about how to get the most out of the Banner 9 forms in regards to performance.

3/5/2018 - Upcoming Banner 9 Accounts Receivable (NSAR) Trainings

Date

Building

Room Number

Time

Tuesday, March 13th

Dane Smith Hall

120

9:00-10:00am

Tuesday, March 13th

Fitz Hall

203

2:00-3:00pm

Wednesday, March 14th

Fitz Hall

203

10:00-11:00am

Wednesday, March 14th

Dane Smith Hall

120

3:00-4:00pm

3/5/2018 - Banner 9 Job Submission Enabled in Production

We had to make a number of technical configuration changes in order for job submission to work from the Banner 9 forms. This was a challenge for us since those changes also had the potential to affect jobs when submitted from the Banner 8 INB forms. After making those changes in Development and Integration our business departments were able to test jobs from Banner 8. We discovered some issues in those environments but resolved the problems. We have enabled the configuration changes in Production and departments are currently testing jobs. 

If you encounter any issues, please contact Stirling Crow at stirlingcrow@unm.edu

2/21/2018 - All Banner 9 Forms Active in Development

All of the Banner 9 forms including Student (S), Financial Aid (R), General (G), Accounts Receivable (T), Finance (F), Position Control (N), and Payroll (P) forms are now active in the Development environment for users to view and experiment with functionality. Please contact your manager for the URL to access the Banner 9 forms. Please keep in mind that you must have an active Bar role in Development to access these forms. If you cannot access any of the Banner 8 forms in Development then you will not be able to access any of the Banner 9 forms in Development.

If you experience any issues while engaging with the forms, please Contact Us so we can troubleshoot the issue. 

2/19/2018 - Job Submission Update

We have enabled Banner 9 Job Submission in Integration. This change affects job submission as a whole so it has the potential to change the behavior of jobs that are run from Banner 9 forms and Banner 8 forms. IT has sent a request via the DBA-Notify Listserv asking all departments to test jobs that are run from Banner. If any issues are found, please contact Stirling Crow at stirlingcrow@unm.edu. We plan to enable Banner 9 Job Submission in Production on Monday, March 5th and would like to resolve any issues beforehand.

2/14/2018 - Job Submission Update

We have been working with other departments to resolve any issues in Development resulting from enabling Banner 9 job submission. Our goal is to enable Banner 9 Job Submission in integration tomorrow, February 15, 2018, between 1:30 and 2:30.

2/13/2018 - Banner 9 Financial Aid "R" Forms in Integration

The Banner 9 "R" forms are now available in integration for testing by select departments

2/12/2018 - Banner 9 Accounts Receivable "T" Forms in Integration

The Banner 9 "T" forms have been made available in integration for testing by select departments.

2/9/2018 - Banner 9 Job Submission in Development

We currently have enabled job submission through the Banner 9 forms in Development. There are a number of custom UNM scripts that we are in the process of updating to work with the new job submission configuration.

What's next for Banner 9?

12/17 - GZAOIDQ Go-Live

1/9/19 - Banner 8 "F" Forms Deactivate