Trip-tic to Route 9.0 Tips & Discussion

1. Trip-tic to Route 9.0Tips & Discussion Mary Friedlieb June 8, 2007

2. Agenda • Tips on how to prepare for your upgrade • Top 3 New Features in 9.0 • Modifications that may not be necessary • List of known Bugs • Where can you get more information… • Questions & Discussion

3. Tips to Prepare for Upgrade • “It’s about the business, not the software” • Review/revise business policies and processes • Identify and organize your team now • Review/revise your documentation of your business and your system • Especially your documentation on customizations and modifications! • Population Selection tool? (more later…) • Are you fully configured/setup to take advantage of all the enhancements? • Vision vs. Pragmatism

4. Person Model This data structure change is a big part of a upgrade from 8.0 to 9.0 • Personal Data split up into multiple effective dated tables • Employment table eliminated • Person Of Interest allows more types of people to be tracked on the system without being employees • Person can have multiple relationships with the organization at the same time • One EMPLID (or Person ID) stays with the person regardless of relationship or status • Some Person Of Interest (POI) types can have benefits (Other Payee) • Does more for HR than Campus Community

5. Top 3 New Features A look at the top 3 new features you’ll find in version 9.0 presented by major functional areas across HR and SA.

6. Human Resources • Profile Management • Replaces accomplishments and competencies • Includes career planning, performance management (links), and training • Template Based Hires • Define hire templates that can save users time and data entry on hires • Hire can be delegated to management with final process reviewed by HR before hire is completed • I-9 • Employee self-service form that meets compliance standards for Employment Eligibility Verification • Manager or administrator completes the transaction on-line and I-9 forms will now be stored electronically

7. Benefits • Formulas • Replaces coverage calculation process with more flexibility to calculate difficult coverage options especially for life insurance • Single Rate Table • Replaces individual rate tables (flat, age, etc.) with one single table. A few more options added. • Simple Plan Type • New plan type for client defined plans • Such as legal assistance, parking, or transit tickets

8. Payroll/Time and Labor • Printable Self-Service Check Stub • PDF version of the check so an employee can go on-line and print their deposit advice cleanly • Garnishment Improvements • More complexity and more flexibility for those who understand how to play with the garnishment rules • Time and Labor Enhancements • Employee details can be extracted to Excel • More integration with payroll options

9. Campus Community • Self-Service • Lots of navigational changes • Increased configurability • Student group security • Similar to 3C security

10. Admissions • Deactivate programs, plans and sub-plans • Via setup fields on the plan table • Don't appear for prospecting or admissions • Still available on the SR side • For prospects, last prospect date. For admissions, last admission term • Updated Education component • Merged external education and academic summary tabs • Changed the desired/received section to "Transcript Status" and made the field display and order customizable • Updated application and prospect delete • Can use population selection, cleaned up a few issues

11. Student Records • Population Selection • Select by Query, Equation Engine, External File, Manual List • Used for Student Groups / Service Indicators / Transcripts • Transcript • New Request pages • XML format • Self-service Enhancements • Faculty Center (Student Photos & Exam Schedule) • New tabular view • Course selection options • My Planner

12. Academic Advisement • Enrollment Backpack • Integrates advisement, enrollment, class search and course planner • Student's point of entry determines further navigation to either enroll in classes or to plan for future terms • Course planner capability • Reporting • Interactive Degree Progress Report - really, really, really GREAT • Batch transcript advising reports use the population selection tool - query, external file format or equation engine • XML Publisher template • Enhanced “what-if” capabilities • In self-service student can select up to 3 program/plan/sub plan combinations

13. Academic Advisement • In-progress repeated coursework excluded from advising reports • Advisor Self-Service • Redesign of View My Advisees based on Student Services Center design See slides 33 & 34 of Alliance 2007 Conference – Session 23275 Enhancements to Academic Advisement v 9.0 for more detail!

14. Financial Aid • External Award Load Processing (New) • Posting of Student Financials transactions to a student’s awards (Waivers, 3rd Party payments) • Posting of student reported external awards via self-service • Posting of external awards from State Rosters, Campus Departments • Updates to Packaging • Mass Packaging Select uses “Population Selection” instead of the Mass Packaging Query Definition • There are new options on how to handle Repackaging • Repackaging Options expanded • New Setup and Page Fields added to enhance the Repackaging process

15. Financial Aid (continued) • Enhanced Functionality for Student Self-Service • External Award Reporting for Student Self-Service • View and Print Award Notification • Self-Service Lender Selection • Self-Service Loan Counseling

16. Student Financials • Self Service • Misc. Purchase Items – parking permits, event tickets, test fees, publications etc. • Leverage XML Publisher • 1098T view & print • Agreements – E-Consent, Permission List (old FA pmt waivers) • E-Bills • Payment Plans – enrollment & changes • Population Selection (Pop-Select) & Population Update (Pop-Update) • Third Party Contract & Payment Plan Enrollment • Mass Third Party Contract Roll Over • Set T-Calc Required Flags, T-Calc Equation Variables • Assign/Remove Service Indicators, Communications, Student Groups • Data selected by Query, Equation Engine, Excel File, Manual List • Gotcha – Ext Org Setup more difficult

17. Student Financials (continued) • Equation Engine • Enhancements for T-calc – Bundle 9 just released • Globals for Session, Class, Course, Drop Date, Enroll Action Reason • Leverage Pop-Select & XML Publisher • Expanded Error Messages • Run Controls • Editor on 1 page • Expand/Collapse of like statements

18. Contributor Relations • Population Selection • Can be used for Audiences, Initiatives, Membership Organization, 3Cs Engine, Communication Assignment, Service Indicator Placement and Release • External Organizations redesigned • Addition of Foundations setup and tracking • Effective dating consistency from top to bottom • Setup all in one place! • Setup data needed driven by Organization Type

19. Contributor Relations • Streamlined Data Entry • Academic Summary on one page! • Gift entry; can define if to include or exclude from feed to GL, integrated search/match, DECEASED indicator displayed, gifts in kind, matching gift extensions • Prospect management; contact reports can remain open prior to completion of action, consistent headers, rating functionality enhanced for better data integrity with effective dates and valid value prompts, FERPA shade icon • Contributor Relations-specific Search/Match

20. Technical • Service Oriented Architecture (SOA) • provides published services around the person model • uses web services to access a shared directory of student and employee data, and provides it to applications that need it - minimizing inaccuracies and need to reenter • Oracle XML Publisher • provides new approach to report design and publishing by incorporating familiar desktop tools with enterprise application reporting

21. Technical (continued) • Population Selection and Population Update • extensive framework enabling end users to specify populations for SA processes using PS Query, a file, or Equation Engine and updating attributes of the selected population

22. List of Bugs in v 9.0 • Repeats in-progress not being excluded from degree progress report • Potential fix in upcoming bundle • Requirement Group descriptions displaying incorrect effective dates • Targeted a fix for CS 9 Bundle #4 (August 2007) • Display if satisfied not obeyed on non-PDF version of the advising transcript • Fix is expected to be delivered in an upcoming bundle

23. List of Bugs in v 9.0 (continued) • Precondition switching from ‘in’ to ‘equal’ • Urgent incident reported to development team • Class requirements Search and Integration with My Requirements • Status???

24. Additional Information • Alliance Presentations • Notes from attendees on the presentations • Oracle website • Links to Oracle webinars • Whitepapers, Documentation • GSC • HEUG.online (www.heug.org) • mary.friedlieb@cedarcrestone.com • 877-374-8118

25. Questions& Discussion