Welcome to GFS Tips & Tricks And ReportMart Smarts12 Have You Tried? Batch Aid Year Activation...
Transcript of Welcome to GFS Tips & Tricks And ReportMart Smarts12 Have You Tried? Batch Aid Year Activation...
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Welcome to GFS Tips & Tricks
And ReportMart Smarts
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Session Information
Instructors: Sarah Straight & Anh HoangQuestions
Hold questions until end of each sectionUse the note cards to record questions
Handouts
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Agenda
EntryApprovalDisbursementReporting
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Entry
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Aid Year Activation
What does TAL Category Do?Drives the amount of TAL for assistantshipsDetermines disbursement rules
Common Problem 1: Cannot select the Career or Home Org
The student is not yet term activatedCommon Problem 2: Wrong Career or Home Org
Has the department/career change been entered by Reg Office
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View Career, Program, Plan
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History
History of Changes AidEvery aid line in its current stateClick history to see previous information
History of Changes DistributionEvery detail line - Every PTA for every term for every aid linePage shows current informationClick history to see previous information
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History of Changes Aid
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History of Changes Distribution
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Finding Item Types
Use the lookup - on the aid line to search Use the PTAEO/Item Type Inquiry to verify an item type is setupRemember, only request item types you really need (and are allowed)
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Using the PTAEO/Item Type Page
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Have You Tried?
Batch Aid Year ActivationAllows you to aid year activate many students at onceModule 2: Aid Year Activation
Copy Student AidAllows you to copy aid lines from one student to othersModule 11: Copy Student Aid
Health Insurance InquiryView the subsidy status and the reasonModule 13: Summary, History, and Inquiry Pages
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Approval
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How Does GFS Select Home Department Approvers?
Determined by the Home Org of the student Home Org is entered on Aid Year Activation pageSetup for approvers is done within PeopleSoftVerify using PS8 GFS Academic Approvr Setupreport in ReportMart
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How Does GFS Select Financial Approvers?
Determined by the PTA used on the aid lineSetup is done via Authority ManagerYou can use Authority Manager to look up a person or an organization
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https://authority.stanford.edu
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What If the Approver Isn’t Here?
Recall the transaction from the Worklist ManagerHome Department Approvers
What you see is what you getTalk to the authority grantor for your school if you think someone else needs to be added as an approver
Financial ApproversUse the hierarchy to find another approver
Important Note: Designated Drivers do not work with GFS Approvals
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Didn’t you get my note?
There are two types of “notes” in GFS
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Notes for GFS Users
Notes regarding the aid line visible in GFSLocated on the Quarterly/Notes tab, click the Notebutton
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Notes for Approvers
Comments to the approvers visible in the e-mail and Worklist ManagerLocated on the WF Transaction tab, click the Transaction Info button
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How To: Change Approvers & Add Comments
Change the status to C (Complete)Do NOT save
Click the WF Transaction tabClick the Approvers button
Change the appropriate approver(s) click OKClick the Transaction Info button
Type your note for the approvers and click OKClick Save to route the line
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Changing Approvers
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Changing Approvers
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Who hasn’t approved yet?
As the person who routed the aid line, you can look in the Worklist ManagerOnly one person per role needs to approveOnly aid lines waiting for approval are on the list
This goes for approvers as well
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When was it approved?
On the WF Transaction tab, click the Transaction Info button
Displays the date and time that the line was totally approved/returned
Aid Sum by StudentThe Approver Detail section shows which approvers approvedYou can add the date/time information
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Disbursement
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Tracking Down Disbursement
Go to the Aid Entry componentCheck the status & approval status
Click the Detail buttonBe sure you are looking at the correct quarter (Use the arrows if necessary)Click the Disbursement tab
If the status is Error, check Disbursement MessagesTerm-based stipends and tuition onlyShows error reason
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Disbursement Messages
03/28/2006 8:27 PM
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It Left GFS, Now What?
Quarterly Stipends and TuitionSTF Account Summary in Student Financials
Assistantship SalaryAfter Payroll has processed, GFS Gross Pay Report
Monthly StipendsAfter Payroll has processed, GFS Monthly Post-Doc Stip
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I’m late, I’m late…
Quarterly Stipends (Grad Students)Enter in GFS, disbursement happens nightly*
Monthly Stipends (Postdocs)Enter in GFS and submit a HelpSU to Payroll
Assistantship Salary (Grad & Postdoc)Enter in GFS and submit a One-Time Pay form to Payroll
Fellowship Tuition (Grad & Postdoc)Enter in GFS, disbursement happens nightly*
Tuition Allowance (Grad & Postdoc)Enter in GFS, disbursement happens nightly*
* Dependent upon disbursement rules (enrollment)
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To Journal or Not to Journal
Quarterly Stipends (Grad Students)No journals – Only change GFS
Monthly Stipends (Postdocs)iJournal AND change GFS
Assistantship Salary (Grad & Postdoc)Labor Distribution adjustment AND change GFS
Fellowship Tuition (Grad & Postdoc)No journals – Only change GFS
Tuition Allowance (Grad & Postdoc)No journals – Only change GFS
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The Elusive Unapplied Aid
What is it?Overpayment of a chargeYour PTA has been chargedThe money cannot be refunded to the student
How do I know?GFS Unapplied Aid Report
What do I do?Student charged incorrectly: contact SFSStudent charged correctly: reduce the aid line in GFS
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Reporting
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Reporting Agenda
Popular GFS Reports Historical Reports (Prior to GFS)Health Insurance Waiver InformationMultiple Processing OptionsTips and Tricks
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GFS Reports - ReportMart
Stanford ReportMart > Graduate Financial Support
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Popular GFS Reports
Aid Disbursement Status (Rpt GFS006)
Aid Sum by Money Source (Rpt GFS007)
Aid Sum for ALL Student (Rpt GFS009)Includes student w/o aid
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Popular GFS Reports
Print a GFS Student (Rpt GFS021)Run report with small populations (SLOW)
Unapplied Aid Report (Rpt GFS015)UPDATED - Prompt on Academic Program Status if processing by Academic Plan or Acad DeptProcessing by Money will include everyone
GFS Gross Pay Report (Rpt GFS024)
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Historical Reports
GFS Information from 1990 – 2002 (NSI data)Located in RM1 category “Graduate Financial Support”
Aid by Year (1990-2002) (Rpt GFS005)Aid by Student (1990-2002) (Rpt GFS004)
GFS Information from 2003 (Legacy Data)Located in RM1 category “GFS 2003 Reports”
Aid Summary - All Students (Rpt GFS027)Aid Summary By Money (Rpt GFS028)Aid Summary by Student (Rpt GFS029)Unapplied Aid (Rpt GFS030)
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Health Insurance Waivers
Health Insurance Subsidy Report (Rpt GFS031)Data beginning Aid Year 2006 (1062 onwards)Excludes Postdocs and Non-MatricsIncludes different subgroup sections that can be exported
NEW
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Multiple Processing Options
Example: Aid Summary by Student (Rpt GFS008)
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Tips and Tricks –Adding Multiple Emplids
Select list of Emplids from source (e.g., Excel)Use Microsoft Word to format Emplid listCopy (Ctrl+C) string of Emplids from WordPaste (Ctrl+V) string of Emplids into ReportMart Limit box
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Tips and Tricks –Adding Multiple Emplids
Copy (Ctrl+C) list of Emplids from source
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Tips and Tricks –Adding Multiple Emplids
Edit > Paste Special into Word as Unformatted Text
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Tips and Tricks –Adding Multiple Emplids
Edit > Replace to Replace “^p” with a “,” (comma)Click the Replace All button
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Tips and Tricks –Adding Multiple Emplids
List of Emplids should be formatted with a comma separating each value Note: This is the required format
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Tips and Tricks –Adding Multiple Emplids
Paste Emplids into custom values Limit: Emplid boxSelect green check box to display values
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Tips and Tricks – Pivots
Removing columns to print on letter size paper (must not be in Print Preview)There are two ways to delete a column from a pivot
Using the Pivot Menu ItemUsing the Pivot Outliner
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Tips and Tricks - Pivots
Deleting Column Using the Pivot Menu Item
1. Take out of Print Preview Mode
2. Highlight Column
3. Select Pivot from Menu Bar
4. Choose “Remove Selected Items”
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Tips and Tricks - Pivots
Deleting Column Using the Pivot Outliner
1. Take out of Print Preview Mode
2. Highlight pivot label in Outliner (Side Labels or Top Labels) section
3. Right-click label to get “Remove” option or use Delete on keyboard
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ReportMart Reminders
Submitting TicketsRequest Category = Administrative ApplicationsRequest Type = ReportMartInclude Report Title and Report Number in ticketInclude Macintosh or PC user
ReportMart1/Brio GFS SecurityReportMart1/Brio access for StuAdmin (incl. GFS) and HR is based on PeopleSoft security access (RM1/Brio access is updated hourly)
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GFS Reminders
Submitting HelpSU TicketsRequest Category = Administrative ApplicationsRequest Type = PeopleSoft GFSInclude Name and Emplid in the ticket
PeopleSoft Learning Centerhttp://peoplesoft.stanford.edu/learningcenter
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Thanks for Coming!
Refer to the online resources for documentationTurn in note cards to the front of the roomNext sessions begin at 10:30am
Following the Money Trail – Room 201Processing Summer Quarter – Room 120