SOLAR 8.9 & Portal Enhancements Presentation

1. SOLAR8.9 & Portal EnhancementsPresentation Effective June 28, 2007

2. The New Portal Now called myNorthridge • New "look and feel“ • Streamlined navigation • Ability to personalize your portal page.

3. Portal Login Page • From CSUN Home page - Enter your Campus User ID & Password

4. Navigation Menu Pagelets Your Portal Home PagemyNorthridge • The myNorthridge page view is dependent on your CSUN status • Faculty, Staff or Student tabs will appear • Each tab contains information pertinent to your status • A Page contains Pagelets – A Pagelet is a content area within the portal that provides links to access more detailed information. • Faculty & Staff pages contain a left navigation bar myNorthridge menu.

5. myNorthridge Features • The myNorthridge page can be Personalized from the Toolbar • Personalize • Pagelets • can be moved from one column to another • can be minimized, added or removed from view • See Portal Quick Reference Guide for steps and information • myLinks • Used like a bookmark or favorite to mark your frequently accessed pages. • myNorthridge Home link or myNorthridge logo • Click to return to your portal home page • California State University Northridge logo • Click to return to the CSUN home page

6. Changes to SOLAR Student AdministrationAccessing SOLAR SA • Access SOLAR Student Administration System two ways. • Use left navigation menumyNorthridge menu • Contains expanded menu options • Use SOLAR SA portal pagelet

7. SOLAR Student AdministrationNavigation • New look and feel to the Application Navigation • Menu options dependent on access privileges • Accessing SOLAR SA from myNorthridge portal page • Use left navigation menu - myNorthridge menu • Select options/links under SOLAR SA • Use SOLAR SA portal pagelet links

8. SOLAR Student AdministrationNavigation • Accessing Pages and Folders within the SOLAR system • Three methods: • Use navigation bar on the left. • Folder and page icons display on target page to the right. • Use Search option Folder Icon Page Icon

9. SOLAR Student AdministrationNavigation Con’t • Some navigation target pages will display Links with an explanation

10. SOLAR Student AdministrationNew Feature – Expanded Search options • Now have expanded Search options • Caution – Try to narrow search as much as possible.

11. SOLAR Student AdministrationNew Feature – Permission Numbers Permission Number Reuse • Permission Numbers can be reused by a student • Students who received a permission number to enroll in a course can now reuse the number if they experience problems during the enrollment process. • No need to go back to the instructor or department for a new number

12. SOLAR Student AdministrationWhere Can I find . . . ? • Accessing SA functions - Quick Reference Guide • Accessing APDB functions

13. SOLAR Student Administration Contact Information for SA If you need assistance with any of the SA modules, please contact: SOLAR SA solarsa@csun.edu (818) 677-1000, press option 3

14. SOLAR Human Resources HR Student Processing • Additional Job Codes • New Navigation • “Person Centered” model • Introduction of Action/Reason Codes • Position Numbers • New “required” fields

15. SOLAR Human Resources Job Codes • 1870 – Student Assistant • 1871 – Work Study (On Campus) • 1872 – Work Study (Off Campus) • 1868 – Student, Non Resident Alien * • 1150 – Instructional Student Assistant * • 1151 – Instructional Student Asst OCWS * *Introduction of new job code/functionality

16. SOLAR Human Resources Left Menu Navigation • myNorthridge > SOLAR/HR > SOLAR HR Application > Workforce Administration > CSU Workforce Admin Process > CSU HR Student Process

17. SOLAR Human Resources Person Centered • Search screen focuses on the student, not the job code.

18. SOLAR Human Resources Person Centered, cont. • Birthdate and last 4 digits of SS# displays

19. SOLAR Human Resources First Scenario • Adding a Student Job

20. SOLAR Human Resources Second Scenario • Adding a row to an existing record

21. SOLAR Human Resources Action/Reason Codes • Codes are “dynamic” Commonly Used Codes

22. SOLAR Human Resources Position Numbers • Position number tied to job code and “reports to” • Based on your current row level security *Refer to Managers Workbench, Department Position Roster for “reports to” information.

23. SOLAR Human Resources Required Fields • Required fields for a typical transaction are noted with an asterisk (*)

24. SOLAR Human Resources Required Fields, cont. • Expected End DT is required for job codes 1868, 1150, 1151

25. SOLAR Human Resources Required Fields, cont. • Work Study Item Type is required for a work study student, but once a work study position is selected, the Work Study Item Type populates automatically. Click the Select button to view award information.

26. SOLAR Human Resources Work Study Item Type • The Work Item Type page displays the Aid Year and Offer Amount. Once you are in this page, click on the OK button, then the RETURN button to return to the previous page. • For additional information on the work study award, review the Work Study Authorization panel.

27. SOLAR Human Resources Save Confirmation

28. SOLAR Human Resources Time and Labor and Absence Management • Time and Labor – used to report only payable time such as Overtime, Regular and Shift Differential • Absence Management – used to report leave time taken such as Vacation, Sick and Compensatory Time

29. SOLAR HR - Time and LaborSelf Reporting Payable Time • Navigation: • Menu Bar versus Folders • Self Service>Time Reporting>Timesheet

30. SOLAR HR - Time and LaborSelf Reporting Payable Time • View Options • View by Day, Time Period, Week • Previous Week or Next Week David Stone

31. SOLAR HR - Time and LaborSelf Reporting Payable Time • Reported Hours - Summary of hours reported for a corresponding timeframe. • Scheduled Hours - Hours scheduled to work for a corresponding timeframe. David Stone David Stone

32. SOLAR HR - Time and LaborSelf Reporting Payable Time • Time Reporting Codes • Payable time only • Applicable to employee’s time and labor group David Stone

33. SOLAR HR - Time and LaborSelf Reporting Payable Time • Submitting Time • After time is entered and submitted, status changes to “Submitted” and summary of time entered by day and reporting code is viewable David Stone

34. SOLAR HR - Time and LaborSelf Reporting Payable Time • Comments • Free form field used to notes to time reported on a specific day David Stone

35. David Stone SOLAR HR - Time and LaborSelf Reporting Payable Time • Comments Page • Additional comments can be added by selecting the add button

36. SOLAR HR - Time and LaborTimekeeper Payable Time • Navigation: • Menu Bar versus Folders • Manager Self Service > Time Management > Report Time >Timesheet

37. SOLAR HR - Time and LaborTimekeeper Payable Time • Search Criteria • Group ID (Dept ID), EmplID & Empl Rcd Nbr, or Job Code • Results will be limited by security access • Date Criteria defaults to current date • View By functionality the same as with Self Reporter

38. SOLAR HR - Time and LaborTimekeeper Payable Time • Name Sort • Results sort by first name • Click on the name to enter time for that employee • Customize column headings Don White Josh Jones Sam Cohen

39. SOLAR HR - Time and LaborTimekeeper Payable Time • Enter time as with Self Reporting • Submit and continue • Submit = Save • Two ways to continue to the next employee Don White

40. SOLAR HR - Time and LaborTimekeeper Payable Time • Time Entered • Reported time – hours keyed prior to the Time Administration process (Previously known as “Positive Pay”) • Payable time – hours processed by the Time Administration process • Approve Reported Time link – not in use. Use the “Approve Time and Exceptions” link Don White Josh Jones Sam Cohen

41. SOLAR HR - Time and LaborTimekeeper Payable Time • Exceptions • Verify Time Entry page navigation has not changed • Absence related exceptions will no longer appear on the exception page. Exceptions are related to payable time only.

42. SOLAR HR - Time and LaborApproving Time • Navigation • Menu Bar versus Folders • Manager Self Service > Time Management > Approve Time and Exceptions > Payable Time • Quick Reference Guide – Available Soon

43. SOLAR HR - Absence ManagementRecording Leave Time • Leave Time • Vacation • Sick Leave • Jury Duty • Docks • Rollout scheduled for July 2007 • Training • Leave Accruals • True balances in June for salaried • True balances in August for hourly

44. SOLAR HR - Human Resources EnhancementsNo Changes except for PTF Queries • Part Time Faculty Hire • Navigation: CSUN > PTF > Part Time Faculty • Part Time Faculty Queries • Navigation: Reporting Tools>Query Viewer • Summer Session Hire • Navigation: CSUN > Summer Session > Summer Ses > Summer Session

45. SOLAR HR - Human Resources EnhancementsNo Changes • Master Payroll Certification • Navigation: CSUN > Manager > Task > Certify Master Pay • Managers Workbench • Navigation: CSUN > Manager > View > Managers Workbench

46. SOLAR FIN - Financials • There are no changes to Financials • Not part of the enhancement process • Will be available during HR/SA “View Only” period

47. SOLAR Human Resources Contact Information for HR If you need assistance with any of the HR modules, please contact: SOLAR HR & Financials solarhrfin@csun.edu (818) 677-1000, press option 2

48. Accessing SOLAR On Line Training • On Line training will be available through your my Northridge menu:

49. SOLAR On Line Training Catalog • On Line training available for all modules: • SOLAR Financials • SOLAR Human Resources • SOLAR Student Administration • On Line training will be continually updated • Modes Available: • See It – automated • Try It – self navigated • Know It – testing mode for meeting access requirements or self confirmation

50. SOLAR On Line TrainingGuides • Printable Guides • Job Aid • Business Process Guides (Users Guides)