CMS PROJECT Fall 2005 Open Forum

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CMS PROJECTFall 2005 Open Forum

• October 26, 2005

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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
• 
  

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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

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HCM 8.9 Upgrade

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

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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

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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

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8.0 Search Match Page
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HCM 8.9 CSU ID Search
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HCM 8.9 Page Search Features
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HCM 8.9 Page Search
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HCM 8.9 Page Search Cont
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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
• 
  
  
• 
  
  

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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
• 
  

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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

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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
• 
  

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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)

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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

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Keep Date Open

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

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QUESTIONS AND ANSWERS