CSU San Bernardino

1. CSU San Bernardino CMS/PeopleSoft Project Updates Open Forum September 12, 2006 10:00am to 12noon Lower Commons, Panorama Room

2. CSU San BernardinoAgenda Welcome Charlie Tabbut; CMS Project Director

3. CSU SAN BERNARDINOAgenda • Human Resources/ Jenny Casillas, HR Lead Updates Question/Answer • Finance/ Muriel Vita, FIS Lead Finance Update Question/Answer • Student Administration/ Lydia Ortega, SA Project Manager Academic Focus Group Team Updates Admissions & Student Recruitment/Cynthia Olivo, ASR Lead Question/Answer

4. CSU SAN BERNARDINO CSUID Search

5. 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

6. CSU San Bernardino Foundation HCM 8.9 Project • Implementation Start Date Anticipated Go-Live January 2007

7. 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

8. 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

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10. CSU San Bernardino Finance Team Members • Introduce Team FinanceFoundationIo Consultants Muriel Vita Lisa Iannolo Mark Hough Andrea Beechko Carol Northcutt Robert Stojkovic Shannon Kelley Stan Stanley Sheryl Pytlak Beth Stanton Mojdeh Vaziri Long Lee

11. CSU San Bernardino Finance Update – Auxiliary Effort The CSUSB Foundation has converted to PeopleSoft Finance v8.4 on July 1, 2006 Benefits 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

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13. 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

14. CSU San Bernardino • 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

15. 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

16. CSU San Bernardino Admissions & Student Recruitment File Built Manual Applications PDF of App Residency Info Loads Acknowledgement Letter Label Job XAP Mentor Load Load to PS Applications in Suspense are verified APS Applicant Profile Summary Checklist Assign Evaluations & Checklist Update Student Applies Auto Eval Final Decision Letters Final Admissions Decisions Final Transcript Receipting Communications: Mail, Telemarketing & Email Reports Decision Letter Missing Document Letter Transcript & Doc. receipting occurs daily Test Scores loaded weekly Department Letter

17. CSU San Bernardino CMS Delivered Pages for Application Information

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19. CSU SAN BERNARDINO Admissions & Student Recruitment

20. CSU SAN BERNARDINO Admissions Inquiry Screen – CSU Specific

21. CSU San Bernardino Admissions Inquiry Screen

22. CSU SAN BERNARDINO Admissions Checklist

23. CSU SAN BERNARDINO Self Service for Students

24. CSU SAN BERNARDINO Admissions & Student Recruitment • Training Plans - ASR Staff, September, 2006 - Departments, November, 2006 - Graduate Department Coordinators, November 2006 - Inquiry Screen Access, November, 2006

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26. 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