1 CMS PROJECT Fall 2005 Open Forum October 26, 2005

CMS Fall 2005 Open Forum October 26, 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, CMS IN PERSPECTIVE  April 2001  Human Resources and Finance Implemented October 2002 Implemented October 2002  Human Resources 8.0 Upgrade  December 2004 Finance 8.4 Upgrade Finance 8.4 Upgrade  April 2006 Human Resources 8.9 Upgrade Human Resources 8.9 Upgrade

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

CMS Fall 2005 Open Forum October 26, HR Training Strategies  Training schedule will be sent via cmsinfo listserv 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, 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, Search Match Page

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

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

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

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

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

CMS Fall 2005 Open Forum October 26, PeopleSoft Finance  October 2005 – July 2006 Foundation Implementation from Legacy to PeopleSoft Finance 8.4 from Legacy to PeopleSoft Finance Purchasing - Purchasing - Accounts Payable - Accounts Payable - General Ledger - General Ledger - Asset Management - Asset Management - Accounts Receivable and Billing - Accounts Receivable and Billing - Grants - Grants

CMS Fall 2005 Open Forum October 26, PeopleSoft Finance  August 2007 – March 2008 PeopleSoft Upgrade to 8.9 PeopleSoft Upgrade to 8.9 All Business Units – CMP, ASI, SUN, FND 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, PeopleSoft Finance  Baseline FitGap sessions started October 2005 with campuses and SOSS from the 2005 with campuses and SOSS from the Chancellor’s Office. CSUSB is participating Chancellor’s Office. CSUSB is participating in the FitGap sessions for: in the FitGap sessions for: - Purchasing - Purchasing - Accounts Receivable and Billing - Accounts Receivable and Billing

CMS Fall 2005 Open Forum October 26, Student Administration  Re-titled Human Capital Management 8.9 -Encompasses both Human Resources and -Encompasses both Human Resources and Student Administration modules Student Administration modules  Multi-phased project  Replaces SIS + and Student Financial Aid system (SAMS)

CMS Fall 2005 Open Forum October 26, STUDENT ADMINISTRATION BENEFITS  Integrates admissions, recruitment, student records, student financials, and financial aid processing student financials, and financial aid processing  Improves services to students: - Initiates appointment system for registration - Initiates appointment system for registration - Aligns applicant processing with CSU Mentor - Aligns applicant processing with CSU Mentor - Interfaces with recruitment strategies and - Interfaces with recruitment strategies and systems systems - Introduces portal for address changes, - Introduces portal for address changes, registration, grades admission status, and registration, grades admission status, and financial aid awards 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, Keep Date Open  Next Open Forum Date Scheduled For: - February 14, 2006, 10:00am – 12noon - February 14, 2006, 10:00am – 12noon in Lower Commons, Pine Room in Lower Commons, Pine Room

CMS Fall 2005 Open Forum October 26, QUESTIONS AND ANSWERS