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CMS PROJECT Fall 2005 Open Forum

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 Casillas Finance Update/ Muriel Vita Student Administration Update/ Lydia Ortega & Cynthia Olivo

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CMS PROJECT Fall 2005 Open Forum

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  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 CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  4. HCM 8.9 Upgrade • HCM 8.9 Upgrade • Upgrade Includes: - Administer Workforce - Benefits - Time and Labor - Labor Cost Distribution - Security CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  7. 8.0 Search Match Page CMS Fall 2005 Open Forum October 26, 2005

  8. HCM 8.9 CSU ID Search CMS Fall 2005 Open Forum October 26, 2005

  9. HCM 8.9 Page Search Features CMS Fall 2005 Open Forum October 26, 2005

  10. HCM 8.9 Page Search CMS Fall 2005 Open Forum October 26, 2005

  11. HCM 8.9 Page Search Con’t CMS Fall 2005 Open Forum October 26, 2005

  12. PeopleSoft Finance • December 2004 > Phase I – PS Finance Upgrade from 7.5 to 8.4 completed: - Purchasing - Accounts Payable - General Ledger • July 2005 > Phase II – PS Finance 8.4 Implementation completed: - Asset Management - Accounts Receivable and Billing – Third Party CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  15. PeopleSoft Finance • Baseline FitGap sessions started October 2005 with campuses and SOSS from the Chancellor’s Office. CSUSB is participating in the FitGap sessions for: - Purchasing - Accounts Receivable and Billing CMS Fall 2005 Open Forum October 26, 2005

  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) CMS Fall 2005 Open Forum October 26, 2005

  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 CMS Fall 2005 Open Forum October 26, 2005

  18. Keep Date Open • Next Open Forum Date Scheduled For: - February 14, 2006, 10:00am – 12noon in Lower Commons, Pine Room CMS Fall 2005 Open Forum October 26, 2005

  19. QUESTIONS AND ANSWERS CMS Fall 2005 Open Forum October 26, 2005

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