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CSU San Bernardino
CMS/PeopleSoft Project Updates
Open Forum
September 12, 2006
10:00am to 12noon
Lower Commons, Panorama Room
CSU San BernardinoAgenda
Welcome
Charlie Tabbut; CMS Project Director
CSU SAN BERNARDINOAgenda
Human Resources/ Jenny Casillas, HR LeadUpdatesQuestion/Answer
Finance/ Muriel Vita, FIS LeadFinance Update
Question/Answer
Student Administration/ Lydia Ortega, SA Project ManagerAcademic Focus GroupTeam Updates Admissions & Student Recruitment/Cynthia Olivo, ASR LeadQuestion/Answer
CSU SAN BERNARDINO
CSUID SearchCSUID Search
CSU SAN BERNARDINO
Logging A Help Desk Request
x7-7677 or [email protected]
Provide as much information as possible to help the SME analyze the problem.
• Identify system (HR or Finance)
• Thoroughly state problem and priority
• Provide employee id number
• Provide empl record number
• Please DO NOT call/email SME directly
CSU San Bernardino
Foundation HCM 8.9 Project
Implementation Start DateAnticipated Go-Live January 2007
CSU San Bernardino
Future HR Projects
Absence Management
- January 2007 to July 2007 Benefits Administration
- January 2007 to July 2007 Portal/Self-Service
- To Be Determined
CSU San Bernardino
HCM 8.9 Access Requirements
A Computerized Information Access Formhttp://cms.csusb.edu/pdf/CIA_PROCESS_CHART.pdf
A Confidentiality Compliance Form is required
Complete All Required Training
CSU San Bernardino
CSU San Bernardino
Finance Team Members
Introduce TeamFinance Foundation Io ConsultantsMuriel Vita Lisa Iannolo Mark HoughAndrea Beechko Carol Northcutt Robert StojkovicShannon Kelley Stan StanleySheryl PytlakBeth Stanton Mojdeh Vaziri Long Lee
CSU San Bernardino
Finance Update – Auxiliary Effort
The CSUSB Foundation has converted to PeopleSoft Finance v8.4 on July 1, 2006Benefits to Foundation and campus departments:
- Both Foundation and the University are on one accounting system- On-line/Real Time access to view account history and balances- Printing of reports on-line by departments - Chartfield accounts and department ID's are shared with the University's chart of accounts. - Inquiries and reporting requests should use Foundation business unit = SBFDN - Chartfield account combinations should be confirmed with the designated RA of the project - Ability to produce reports by department/college or grant-projects - Asset management/inventory system has been automated - Quicker month-end and year-end closing - No more manual checks, however a third check run was added to the work week - Travel Advance checks must be requested no less than 5 working days prior to the date the check is needed - On-line purchase requisitions
CSU San Bernardino
CSU SAN BERNARDINO
CMS ACADEMIC FOCUS GROUP MEMBERS
• Members List With Contact Information, (handout)
• Role Group Will Play During Implementation
• Website Information http://cms.csusb.edu
Go-live dates Course Catalog and Class Schedule November 2006
Major Tasks Completed and Underway- Course Catalog Business processes- Class Schedule Business processes- Class Schedule Extract- Pre and Co Requisites
Training Plan- College Department Training October 2006
CSU San Bernardino
CSU San Bernardino
Admissions & Student Recruitment
Implementation Team: Cynthia Olivo, Julie Mellen, Cheryl Quiroz, Kim Gerlach, Nelly Perias
Go-live dates- Application Processing, Monday, October 2, 2006 for Fall 2007 - Checklist Assignment for all applicants, Tuesday, October 3, 2006 - Transcript Receipting, Tuesday, October 3, 2006 - Report Generation, Tuesday, October 3, 2006 - Auto Evaluations, Wednesday, October 4, 2006 for Fall 2007 - Communications Letter Generation, Wednesday, October 4, 2006 - Loading Test Scores, Monday, October 9, 2006- Admissions Self-Service, November 2006 - Prospects & Recruitment- built an interface with Hobsons/EMT (third party
vendor) - Data Synchronization plan between ASR, RRE, SF, FAO in place for Oct-
March
CSU San Bernardino
Admissions & Student Recruitment
XAPMentor Load
Load to
PS Applications in
Suspense are verified
APSApplicant
Profile Summary
Evaluations &Checklist
Update
Auto Eval
Missing DocumentLetter
PDF of App
Checklist Assign
ResidencyInfo
Loads
ReportsFinal
Admissions Decisions
Student Applies
Acknowledgement Letter
Decision Letter
Communications: Mail,Telemarketing & Email
Label Job
File Built
Final Transcript Receipting
Manual Applications
Department Letter
Final Decision Letters
Transcript & Doc. receipting occurs dailyTest Scores loaded weekly
CSU San Bernardino
CMS Delivered Pages for Application Information
CSU San Bernardino
CSU SAN BERNARDINO
Admissions & Student Recruitment
CSU SAN BERNARDINOAdmissions Inquiry Screen – CSU Specific
Admissions Inquiry Screen
CSU San Bernardino
CSU SAN BERNARDINO
Admissions Checklist
CSU SAN BERNARDINO
Self Service for Students
Training Plans
- ASR Staff, September, 2006
- Departments, November, 2006 - Graduate Department Coordinators, November
2006
- Inquiry Screen Access, November, 2006
Admissions & Student Recruitment
CSU SAN BERNARDINO
CSU San Bernardino
CSU San Bernardino
HR and FIN contact the CMS Interim Project Director mailto:[email protected]
Student Administration contact the SA Project Manager mailto:[email protected]
Next Open Forum, Mid-November 2006