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CMS PROJECT Fall 2005 Open Forum

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CMS PROJECT Fall 2005 Open Forum October 26, 2005 A G E N D A Overview of CMS Project/ Lydia Ortega CMS in Perspective/ Lydia Ortega Human Resources Update/ Jenny ... – PowerPoint PPT presentation

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Title: CMS PROJECT Fall 2005 Open Forum


1
CMS PROJECTFall 2005 Open Forum
  • October 26, 2005

2
A G E N D A
  • Overview of CMS Project/ Lydia Ortega
  • CMS in Perspective/ Lydia Ortega
  • Human Resources Update/ Jenny Casillas
  • Finance Update/ Muriel Vita
  • Student Administration Update/ Lydia Ortega
    Cynthia Olivo
  • Student Administration Benefits/ Lydia Ortega
  • Next Open Forum Date/ Lydia Ortega
  • Questions and Answers/ All Presenters


3
CMS IN PERSPECTIVE
  • April 2001
  • Human Resources and Finance
  • Implemented October 2002
  • Human Resources 8.0 Upgrade
  • December 2004
  • Finance 8.4 Upgrade
  • April 2006
  • Human Resources 8.9 Upgrade

4
HCM 8.9 Upgrade
  • HCM 8.9 Upgrade
  • Upgrade Includes
  • - Administer Workforce
  • - Benefits
  • - Time and Labor
  • - Labor Cost Distribution
  • - Security

5
HR Training Strategies
  • Training schedule will be sent via
  • cmsinfo listserv
  • Campus end users will receive HCM 8.9 Business
    Process Guides
  • Training will begin 4-6 weeks prior to upgrade
  • Instructor Led Course will be held
  • Open Lab Sessions will be scheduled

6
HCM 8.9. Upgrade Process
  • Review 8.0 Business Process Guides
  • Data Validation
  • Fit-Gap Sessions
  • Develop 8.9 Business Process Guides
  • System Testing
  • Evaluate duplicate user ids
  • System Testing
  • Acceptance Testing

7
8.0 Search Match Page
8
HCM 8.9 CSU ID Search
9
HCM 8.9 Page Search Features
10
HCM 8.9 Page Search
11
HCM 8.9 Page Search Cont
12
PeopleSoft Finance
  • December 2004 gt Phase I PS Finance
  • Upgrade from 7.5 to 8.4 completed
  • - Purchasing
  • - Accounts Payable
  • - General Ledger
  • July 2005 gt Phase II PS Finance 8.4
  • Implementation completed
  • - Asset Management
  • - Accounts Receivable and
    Billing Third Party





13
PeopleSoft Finance
  • October 2005 July 2006 Foundation
    Implementation
  • from Legacy to PeopleSoft Finance 8.4
  • - Purchasing
  • - Accounts Payable
  • - General Ledger
  • - Asset Management
  • - Accounts
    Receivable and Billing
  • - Grants


14
PeopleSoft Finance
  • August 2007 March 2008
  • PeopleSoft Upgrade to 8.9
  • All Business Units CMP, ASI, SUN, FND
  • - Purchasing
  • - Accounts Payable
  • - General Ledger
  • - Asset Management
  • - Accounts Receivable and Billing
  • - Grants

15
PeopleSoft Finance
  • Baseline FitGap sessions started October
  • 2005 with campuses and SOSS from the
  • Chancellors Office. CSUSB is
    participating
  • in the FitGap sessions for
  • - Purchasing
  • - Accounts Receivable
    and Billing


16
Student Administration
  • Re-titled Human Capital Management 8.9
  • -Encompasses both Human Resources and
  • Student Administration modules
  • Multi-phased project
  • Replaces SIS and Student Financial Aid system
    (SAMS)

17
STUDENT ADMINISTRATION BENEFITS
  • Integrates admissions, recruitment, student
    records,
  • student financials, and financial aid
    processing
  • Improves services to students
  • - Initiates appointment system for
    registration
  • - Aligns applicant processing with
    CSU Mentor
  • - Interfaces with recruitment
    strategies and
  • systems
  • - Introduces portal for address
    changes,
  • registration, grades admission
    status, and
  • financial aid awards
  • Provides faculty more tools
  • - Offers on-line grade posting and class
    rosters
  • - Incorporates Blackboard courses through
    portal
  • - Simplifies access to student information
  • - Enhances distance learning courses

18
Keep Date Open
  • Next Open Forum Date Scheduled For
  • - February 14, 2006, 1000am
    12noon
  • in Lower Commons, Pine Room

19
QUESTIONS AND ANSWERS
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