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 helpdesk@csusb.edu

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:ctabbut@csusb.edu

Student Administration contact the SA Project Manager mailto:lortega@csusb.edu

Next Open Forum, Mid-November 2006