PeopleSoft 101

1. PeopleSoft 101 A preview for CSUDH faculty November 2007 By Tim Farris and Marion Smith CSUDH Administrative Information Systems

2. CSUDH Administrative Information Systems 2

3. CSUDH Administrative Information Systems 3 CSU CMS: Where is CMS?

4. CSUDH Administrative Information Systems 4 CSU CMS: Look up my class roster, CRN 12345

5. CSUDH Administrative Information Systems 5 CSU CMS: Hello, Salt Lake City. Carson calling. Net

6. CSUDH Administrative Information Systems 6 Information Security The PeopleSoft portal at my.csudh.edu

7. CSUDH Administrative Information Systems 7 Information Security: The LDAP must recognize you Lightweight Directory Access Protocol) LDAP Use a single username/password pair for the CSUDH network, e-mail, PeopleSoft, wireless, smart classrooms. Set your security questions and password here (https://dhnet.csudh.edu/):

8. CSUDH Administrative Information Systems 8 Information Security: The PeopleSoft user database (partial view) Your access to PeopleSoft data is defined here:

9. CSUDH Administrative Information Systems 9 Information Security: What are my rights? PeopleSoft Application Roles Staff Faculty Student Permissions Admissions Class scheduler Academic advisor …

10. CSUDH Administrative Information Systems 10 Information Security: Possible tasks Students – Register, look up grades, … Staff – Admit students, hire students, … Faculty – Lift holds, post grades, … OK, where do I start? http://www.csudh.edu/infotech/ais/Request_User_ID.pdf

11. CSUDH Administrative Information Systems 11 Information Security: Fill out information about you On the Request for CMS User ID form

12. CSUDH Administrative Information Systems 12 Information Security: More about the form Fill out specific data you’ll need to access to (page 2 of form)

13. CSUDH Administrative Information Systems 13 Information Security: The form continues Read the statements about safeguarding information, and sign that you understand and accept them.

14. CSUDH Administrative Information Systems 14 Information Security: And of course, You need signatures approving your access.

15. CSUDH Administrative Information Systems 15 PeopleSoft Student Administration (SA) Application The main menu:

16. CSUDH Administrative Information Systems 16 PeopleSoft SA: Banner vs. PS Faculty Tasks toroWeb See/print class roster Send e-mail to student Post grades Banner Advise students Look up holds Lay out class schedule … PeopleSoft See/print class roster Send e-mail to student Post grades Advise students Look up holds Lay out class schedule …

17. CSUDH Administrative Information Systems 17 Help! Contact the IT Help Desk Say “Help!” Submit a help request online E-mail at helpdesk@csudh.edu By telephone at 310.243.2500 IT Help Desk: Determines the PeopleSoft application (SA, HR, FS) Directs the request (“ticket”) to the corresponding functional analyst

18. CSUDH Administrative Information Systems 18 Help: Request help online at HelpWeb

19. CSUDH Administrative Information Systems 19 Help: Maybe your answer is here Visit the CMS Project Web site, http://www.csudh.edu/cms/

20. CSUDH Administrative Information Systems 20 Timelines PeopleSoft Implementation

21. CSUDH Administrative Information Systems 21 Timelines Decommission Banner

22. CSUDH Administrative Information Systems 22 About PeopleSoft at CSUDH CSU Common Management System (CMS) Project Information security PeopleSoft Student Administration (SA) application Help Timelines Questions?

23. CSUDH Administrative Information Systems 23 Contact Tim Farris Director, Administrative Information Systems Technical Lead, CMS Project tfarris@csudh.edu 310.243.3703