CSU San Bernardino

CSU San Bernardino Open Forum CMS/PeopleSoft Project Updates Open Forum May 16, 2006 Lower Commons, Panorama

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 Portal Demonstration Question/Answer • Student Administration/ Lydia Ortega, SA Program Manager Team Updates - Team Leads Question/Answer

CSU San Bernardino Subject Matter Experts (SME’s) for HCM 8.9 Production Support Academic Personnel Benefits Debi Craney, Primary Lillian Hernandez, Primary Winsome Laos Lisa White Budget Human Resources Penny White, Primary Adela Cortez, Primary Dena Lopez Jenny Casillas

CSU San Bernardino Subject Matter Experts (SME’s), Continued Payroll Student Processing Pageen Davison, Primary Patricia McMahon, Primary Shirley Dorsey Security Technical Support Adela Cortez, Primary Ron Rodriquez, Primary Jenny Casillas Training Doris SelvaPagan, Primary

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 HCM 8.9 Status Meetings • Coordinate Cross Department Activities • Review San Bernardino Issues • Review Baseline Releases • CMS Central Communications/Issues • Upcoming Project Task • Includes: Enterprise Projects (HR, Fin & SA) • HR Specific Projects • SA Implementation

CSU San Bernardino Liaisons with CMS Central • Jenny Casillas, Primary HUG Representative • Debi Craney, Alternate HUG Representative • Twillea Carthen, Co-Chair for Workforce Administration

CSU San Bernardino HCM 8.9 Phase II - Recruiting Solutions (Talent Acquisitions & Candidate Gateway) • May 1 – May 5 • Discovery • May 8 – May 12 • Fit/Gap Preparation • May15 – May 26 • Recruiting Solutions/Fit-Gap • May 29 – June 2 • Finalize Setup/SB Development • June 5 – June 9 • Unit Testing

CSU San Bernardino HCM 8.9 Phase II - Recruiting Solutions (Talent Acquisitions & Candidate Gateway) • June 12 – June 16 • Unit Testing Fixes/Updates • June 19 – June 23 • System Testing • June 26 – June 30 • System Testing, Fixes/Updates • July 5 • Go-Live

CSU San Bernardino Foundation HCM 8.9 Project • Implementation Start Date • July 1, 2006 • Anticipated Go-Live • December 2006

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 On-Going Training Strategies • Training schedule is posted via campus and cmsinfo listservs • HCM 8.9 Business Process guides are distributed during training • On-going training is available. • Courses will be hands on/Instructor Led • Training webpage http://cms.csusb.edu

CSU San Bernardino HCM 8.9 Access Requirements A Computerized Information Access Form http://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 Team FinanceFoundation Muriel Vita Lisa Iannolo Andrea Beechko Carol Northcutt Shannon Kelley Stan Stanley Sheryl Pytlak Bindy O’Kelly Beth Stanton Mojdeh Vaziri Io Consultants Long Lee Mark Hough Robert Stojkovic

CSU San Bernardino Finance Update – Auxiliary Effort • Go live dates All FIS modules – July 1, 2006 Purchasing, General Ledger Accounts Payable, Asset Management, AR/Billing, Grants • Major tasks completed and underway System and User Acceptance Testing completed Common account and department values Identified a common reporting tool set • Training Plans Foundation staff, June 2006 Department user, last week of June 2006 - Ongoing

CSU San Bernardino Portal Team Members • Introduce Team Io Consultant Ravi Madhok Technical Support Tiffany Chiang Sunny Lin Rich McGee Linh Tran

CSU San Bernardino Portal Overview • Intuitive, easy navigation, fewer clicks • Structure and organize content • Branding, homepages • Role based security, LDAP • FIS, HR, SA integration • Near 24/7 Access • Benefit to Central Staff • Go-Live end of May 2006 • Portal Demonstration

CSU San Bernardino Admissions & Student Recruitment • Team Introduction • Go-live dates - Applicant Processing, October 2006 - Admissions Self-Service, November 2006 - Recruitment (EMT), October 2006 • Major tasks completed and underway - Applicant Processing fit/gap - Academic Structure Integration - Business Process Definition & Documentation • Training Plans - ASR Staff, July 2006 - Department Coordinators, August 2006 - Inquiry Screen Access, September 2006

CSU San Bernardino Admissions & Student Recruitment Major tasks completed and underway: • Applicant Processing Testing and Implementation • Modification Requests for Checklists, Communications & STARRS interface submitted • Auto Evaluations Testing and Set Up • Report requests submitted • Business Process Definition & Documentation • Test Scores Set Up • Campus Community – Bio-Demo, Residency, Service Indicatiors • Training Guides

CSU San Bernardino Admissions & Student Recruitment • Training Plans - ASR Staff, July 2006 - Departments, August, 2006 - Graduate Department Coordinators, August 2006 - Inquiry Screen Access, September 2006

CSU San Bernardino CMS Resources • HR and FIN PeopleSoft related assistance contact IRT Support at 77677. • Training related assistance contact mailto:cmstrain@csusb.edu • Security Access related assistance contact mailto:cmstrain@csusb.edu • General related assistance contact mailto:cmstrain@csusb.edu

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

CSU San Bernardino