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1 CMS PROJECT Fall 2005 Open Forum October 26, 2005
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CMS Fall 2005 Open Forum October 26, 20052 A G E N D A Overview of CMS Project/ Lydia Ortega CMS in Perspective/ Lydia Ortega Human Resources Update/ Jenny Casillas Finance Update/ Muriel Vita Student Administration Update/ Lydia Ortega & Cynthia Olivo Student Administration Benefits/ Lydia Ortega Next Open Forum Date/ Lydia Ortega Questions and Answers/ All Presenters
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CMS Fall 2005 Open Forum October 26, 20053 CMS IN PERSPECTIVE April 2001 Human Resources and Finance Implemented October 2002 Implemented October 2002 Human Resources 8.0 Upgrade December 2004 Finance 8.4 Upgrade Finance 8.4 Upgrade April 2006 Human Resources 8.9 Upgrade Human Resources 8.9 Upgrade
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CMS Fall 2005 Open Forum October 26, 20054 HCM 8.9 Upgrade HCM 8.9 Upgrade 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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CMS Fall 2005 Open Forum October 26, 20055 HR Training Strategies Training schedule will be sent via cmsinfo listserv cmsinfo listserv Campus end users will receive HCM 8.9 Business Process Guides Training will begin 4-6 weeks prior to upgrade Instructor Led Course will be held Open Lab Sessions will be scheduled
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CMS Fall 2005 Open Forum October 26, 20056 HCM 8.9. Upgrade Process Review 8.0 Business Process Guides Data Validation Fit-Gap Sessions Develop 8.9 Business Process Guides System Testing Evaluate duplicate user ids System Testing Acceptance Testing
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CMS Fall 2005 Open Forum October 26, 20057 8.0 Search Match Page
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CMS Fall 2005 Open Forum October 26, 20058 HCM 8.9 CSU ID Search
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CMS Fall 2005 Open Forum October 26, 20059 HCM 8.9 Page Search Features
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CMS Fall 2005 Open Forum October 26, 200510 HCM 8.9 Page Search
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CMS Fall 2005 Open Forum October 26, 200511 HCM 8.9 Page Search Con’t
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CMS Fall 2005 Open Forum October 26, 200512 PeopleSoft Finance December 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 8.4 Implementation completed: Implementation completed: - Asset Management - Asset Management - Accounts Receivable and Billing – Third Party - Accounts Receivable and Billing – Third Party
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CMS Fall 2005 Open Forum October 26, 200513 PeopleSoft Finance October 2005 – July 2006 Foundation Implementation from Legacy to PeopleSoft Finance 8.4 from Legacy to PeopleSoft Finance 8.4 - Purchasing - Purchasing - Accounts Payable - Accounts Payable - General Ledger - General Ledger - Asset Management - Asset Management - Accounts Receivable and Billing - Accounts Receivable and Billing - Grants - Grants
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CMS Fall 2005 Open Forum October 26, 200514 PeopleSoft Finance August 2007 – March 2008 PeopleSoft Upgrade to 8.9 PeopleSoft Upgrade to 8.9 All Business Units – CMP, ASI, SUN, FND All Business Units – CMP, ASI, SUN, FND - Purchasing - Accounts Payable - General Ledger - Asset Management - Accounts Receivable and Billing - Grants
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CMS Fall 2005 Open Forum October 26, 200515 PeopleSoft Finance Baseline FitGap sessions started October 2005 with campuses and SOSS from the 2005 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: - Purchasing - Purchasing - Accounts Receivable and Billing - Accounts Receivable and Billing
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CMS Fall 2005 Open Forum October 26, 200516 Student Administration Re-titled Human Capital Management 8.9 -Encompasses both Human Resources and -Encompasses both Human Resources and Student Administration modules Student Administration modules Multi-phased project Replaces SIS + and Student Financial Aid system (SAMS)
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CMS Fall 2005 Open Forum October 26, 200517 STUDENT ADMINISTRATION BENEFITS Integrates admissions, recruitment, student records, student financials, and financial aid processing student financials, and financial aid processing 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 systems systems - Introduces portal for address changes, - Introduces portal for address changes, registration, grades admission status, and registration, grades admission status, and financial aid awards financial aid awards Provides faculty more tools: - Offers on-line grade posting and class rosters - Incorporates Blackboard courses through portal - Simplifies access to student information - Enhances distance learning courses
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CMS Fall 2005 Open Forum October 26, 200518 Keep Date Open Next Open Forum Date Scheduled For: - February 14, 2006, 10:00am – 12noon - February 14, 2006, 10:00am – 12noon in Lower Commons, Pine Room in Lower Commons, Pine Room
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CMS Fall 2005 Open Forum October 26, 200519 QUESTIONS AND ANSWERS
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