CMS PROJECT Fall 2005 Open Forum

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CMS PROJECTCMS PROJECTFall 2005 Open ForumFall 2005 Open Forum

October 26, 2005October 26, 2005

CMS Fall 2005 Open Forum OctoCMS Fall 2005 Open Forum October 26, 2005ber 26, 2005

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A G E N D AA G E N D A

Overview of CMS Project/ Overview of CMS Project/ Lydia OrtegaLydia Ortega

CMS in Perspective/ CMS in Perspective/ Lydia OrtegaLydia Ortega

Human Resources Update/ Human Resources Update/ Jenny CasillasJenny Casillas

Finance Update/ Finance Update/ Muriel VitaMuriel Vita

Student Administration Update/ Student Administration Update/ Lydia Ortega & Cynthia OlivoLydia Ortega & Cynthia Olivo

Student Administration Benefits/ Student Administration Benefits/ Lydia OrtegaLydia Ortega

Next Open Forum Date/ Next Open Forum Date/ Lydia OrtegaLydia Ortega

Questions and Answers/ Questions and Answers/ All PresentersAll Presenters


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CMS IN PERSPECTIVECMS IN PERSPECTIVE

April 2001April 2001 Human Resources and FinanceHuman Resources and Finance

Implemented October 2002Implemented October 2002 Human Resources 8.0 UpgradeHuman Resources 8.0 Upgrade December 2004December 2004

Finance 8.4 UpgradeFinance 8.4 Upgrade April 2006April 2006

Human Resources 8.9 UpgradeHuman Resources 8.9 Upgrade


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HCM 8.9 UpgradeHCM 8.9 Upgrade

HCM 8.9 UpgradeHCM 8.9 Upgrade

Upgrade Includes:Upgrade Includes:

- Administer Workforce- Administer Workforce

- Benefits- Benefits

- Time and Labor- Time and Labor

- Labor Cost Distribution- Labor Cost Distribution

- Security- Security


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HR Training StrategiesHR Training Strategies

Training schedule will be sent via Training schedule will be sent via cmsinfo listservcmsinfo listserv

Campus end users will receive HCM 8.9 Campus end users will receive HCM 8.9 Business Process GuidesBusiness Process Guides

Training will begin 4-6 weeks prior to upgradeTraining will begin 4-6 weeks prior to upgrade

Instructor Led Course will be heldInstructor Led Course will be held

Open Lab Sessions will be scheduledOpen Lab Sessions will be scheduled


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HCM 8.9. Upgrade ProcessHCM 8.9. Upgrade Process

Review 8.0 Business Process GuidesReview 8.0 Business Process Guides Data ValidationData Validation Fit-Gap SessionsFit-Gap Sessions Develop 8.9 Business Process GuidesDevelop 8.9 Business Process Guides System TestingSystem Testing Evaluate duplicate user idsEvaluate duplicate user ids System TestingSystem Testing Acceptance TestingAcceptance Testing


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8.0 Search Match Page8.0 Search Match Page


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HCM 8.9 CSU ID SearchHCM 8.9 CSU ID Search


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HCM 8.9 Page Search FeaturesHCM 8.9 Page Search Features


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HCM 8.9 Page SearchHCM 8.9 Page Search


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HCM 8.9 Page Search Con’tHCM 8.9 Page Search Con’t


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PeopleSoft FinancePeopleSoft Finance

December 2004 > Phase I – PS FinanceDecember 2004 > Phase I – PS Finance

Upgrade from 7.5 to 8.4 completed:Upgrade from 7.5 to 8.4 completed:

- Purchasing- Purchasing

- Accounts Payable- Accounts Payable

- General Ledger- General Ledger

July 2005 > Phase II – PS Finance 8.4July 2005 > Phase II – PS Finance 8.4

Implementation completed:Implementation completed:

- Asset Management- Asset Management

- Accounts Receivable and Billing – Third Party- Accounts Receivable and Billing – Third Party


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October 2005 – July 2006 Foundation Implementation October 2005 – July 2006 Foundation Implementation

from Legacy to PeopleSoft Finance 8.4from Legacy to PeopleSoft Finance 8.4





- Accounts Receivable and Billing- Accounts Receivable and Billing

- Grants- Grants


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August 2007 – March 2008August 2007 – March 2008

PeopleSoft Upgrade to 8.9PeopleSoft Upgrade to 8.9

All Business Units – CMP, ASI, SUN, FNDAll Business Units – CMP, ASI, SUN, FND






- Grants - Grants


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Baseline FitGap sessions started October Baseline FitGap sessions started October

2005 with campuses and SOSS from the2005 with campuses and SOSS from the

Chancellor’s Office. CSUSB is participating Chancellor’s Office. CSUSB is participating

in the FitGap sessions for:in the FitGap sessions for:




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Student AdministrationStudent Administration

Re-titled Human Capital Management 8.9Re-titled Human Capital Management 8.9

-Encompasses both Human Resources and -Encompasses both Human Resources and

Student Administration modulesStudent Administration modules Multi-phased projectMulti-phased project Replaces SIS + and Student Financial Aid system Replaces SIS + and Student Financial Aid system

(SAMS)(SAMS)


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STUDENT ADMINISTRATION BENEFITSSTUDENT ADMINISTRATION BENEFITS

Integrates admissions, recruitment, student records, Integrates admissions, recruitment, student records, student financials, and financial aid processingstudent financials, and financial aid processing

Improves services to students:Improves services to students: - Initiates appointment system for registration- Initiates appointment system for registration - Aligns applicant processing with CSU Mentor- Aligns applicant processing with CSU Mentor - Interfaces with recruitment strategies and - Interfaces with recruitment strategies and systemssystems - Introduces portal for address changes, - Introduces portal for address changes, registration, grades admission status, and registration, grades admission status, and financial aid awardsfinancial aid awards

Provides faculty more tools:Provides faculty more tools:- Offers on-line grade posting and class rosters- Offers on-line grade posting and class rosters- Incorporates Blackboard courses through portal- Incorporates Blackboard courses through portal- Simplifies access to student information- Simplifies access to student information- Enhances distance learning courses- Enhances distance learning courses


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Keep Date OpenKeep Date Open

Next Open Forum Date Scheduled For:Next Open Forum Date Scheduled For:

- February 14, 2006, 10:00am – 12noon- February 14, 2006, 10:00am – 12noon

in Lower Commons, Pine Roomin Lower Commons, Pine Room


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QUESTIONS AND ANSWERSQUESTIONS AND ANSWERS

Documents

CMS PROJECT Fall 2005 Open Forum