CSU San Bernardino CMS/PeopleSoft Project Updates Open Forum September 12, :00am to 12noon Lower Commons, Panorama Room
CSU San Bernardino Agenda Welcome Charlie Tabbut; CMS Project Director
CSU SAN BERNARDINO Agenda Human Resources/ Jenny Casillas, HR Lead Updates Question/Answer Finance/ Muriel Vita, FIS Lead Finance Update Question/Answer Student Administration/ Lydia Ortega, SA Project Manager Academic Focus Group Team Updates Admissions & Student Recruitment/Cynthia Olivo, ASR Lead Question/Answer
CSU SAN BERNARDINO CSUID Search
CSU SAN BERNARDINO Logging A Help Desk Request x or 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/ SME directly
CSU San Bernardino Foundation HCM 8.9 Project Implementation Start Date Anticipated 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 Form A Confidentiality Compliance Form is required Complete All Required Training
CSU San Bernardino
Finance Team Members Introduce Team Finance FoundationIo Consultants Muriel Vita Lisa Iannolo Mark Hough Andrea Beechko Carol NorthcuttRobert Stojkovic Shannon Kelley Stan Stanley Sheryl Pytlak Beth 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, 2006 Benefits 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
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
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 Checklist Assignment for all applicants, Tuesday, October 3, Transcript Receipting, Tuesday, October 3, Report Generation, Tuesday, October 3, Auto Evaluations, Wednesday, October 4, 2006 for Fall Communications Letter Generation, Wednesday, October 4, Loading Test Scores, Monday, October 9, Admissions Self-Service, November 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 XAP Mentor Load Load to PS Applications in Suspense are verified APS Applicant Profile Summary Evaluations & Checklist Update Auto Eval Missing Document Letter PDF of App Checklist Assign Residency Info Loads Reports Final Admissions Decisions Student Applies Acknowledgement Letter Decision Letter Communications: Mail, Telemarketing & Label Job File Built Final Transcript Receipting Manual Applications Department Letter Final Decision Letters Transcript & Doc. receipting occurs daily Test Scores loaded weekly
CSU San Bernardino CMS Delivered Pages for Application Information
CSU San Bernardino
CSU SAN BERNARDINO Admissions & Student Recruitment
CSU SAN BERNARDINO Admissions 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, Departments, November, Graduate Department Coordinators, November Inquiry Screen Access, November, 2006 Admissions & Student Recruitment CSU SAN BERNARDINO
CSU San Bernardino
HR and FIN contact the CMS Interim Project Director Student Administration contact the SA Project Manager Next Open Forum, Mid-November 2006