Csu san Bernardino cms/PeopleSoft Project Updates


Download 456 b.
Sana15.07.2018
Hajmi456 b.


CSU San Bernardino

  • CMS/PeopleSoft Project Updates

  • Open Forum

  • September 12, 2006

  • 10:00am to 12noon

  • Lower Commons, Panorama Room


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

  • Question/Answer

  • Student Administration/ Lydia Ortega, SA Project Manager

  • Academic Focus Group

  • Team Updates

  • Admissions & Student Recruitment/Cynthia Olivo, ASR Lead

  • Question/Answer



CSU SAN BERNARDINO



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

  • Foundation HCM 8.9 Project

  • Implementation Start Date

  • Anticipated Go-Live January 2007



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 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

  • Finance Foundation Io 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



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



CSU San Bernardino



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


Go-live dates Course Catalog and Class Schedule November 2006

  • 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



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


CSU San Bernardino

  • Admissions & Student Recruitment



CSU San Bernardino





CSU SAN BERNARDINO



Admissions Inquiry Screen – CSU Specific





CSU SAN BERNARDINO



CSU SAN BERNARDINO



Training Plans

  • Training Plans

  • - ASR Staff, September, 2006

  • - Departments, November, 2006

  • - Graduate Department Coordinators, November 2006

  • - Inquiry Screen Access, November, 2006



CSU San Bernardino



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




Do'stlaringiz bilan baham:


Ma'lumotlar bazasi mualliflik huquqi bilan himoyalangan ©fayllar.org 2017
ma'muriyatiga murojaat qiling