A weekly round-up of ctcLink learning opportunities, ctcLink support updates, and news for Washington state community and technical college ctcLink users.

If you have questions or suggestions for future editions, contact ctcLink News or slnelson@sbctc.edu.

What ctcLink learning opportunities are available?

ctcLink Learning Opportunities Calendar

Find the latest learning opportunities, including notices of cancellation or schedule changes:

ctcLink Pillar One-Stop

Grab-and-go information about training, resources, and support per ctcLink pillar:

ctcLink Support eLists

If you are a ctcLink end-user and not already hearing about learning opportunities firsthand, join one or more support lists today.

ctcLink Customer Support teams send notifications of learning opportunities (including trainings, work sessions, user acceptance testing, and more), as well as global and cross-pillar system communications to the applicable ctcLink Support eLists (aka listservs) on a regular basis.

Learning Opportunities & Training Ahead

To plan further ahead or find the latest learning opportunities, as well as notices of cancellation or schedule changes:
Date Time Event
Aug 6 9am FIN Work Session: Accounts Receivable and Billing FYE Q&A
Aug 10 9am HCM Users Group Monthly Virtual meeting
Aug 10 11am [CANCELLED] FIN Work Session: Grants/Projects Mini Training and Open Q&A
Aug 10 1pm SF Training: 2026 Fall Welcome Back to Basics: Cashiering, Refunds, and Payment Plans
Aug 11 9am FA Training: From Paper Pile to Completed File - Using the File Review Query
Aug 11 2pm FIN Work Session: College Users Production Support Meeting 2026
Aug 12 1pm HCM Work Session: Fluid Job Data
Aug 12 2pm ctcLink Accounting Team: SF/GL Open Forum Meeting
Aug 17 1:30pm SF Work Session: Hot Topics 1098-T Resolution
Aug 18 9am FA Drop-in Support Session: Pell Troubleshooting for Reconciliation
Aug 18 9am PS Query Training 401 Expert- Part 1Sign Up
Aug 20 9am PS Query Training 401 Expert- Part 2Sign Up
Aug 20 10am ctcLink Accounting Team: SBCTC Finance - Topic TBD
Aug 24 1pm Cross-Pillar Training: Core, FA, SF Enrollment Cancellation
Aug 25 9am FA Training Workshop: (Trailer Colleges Only) Loan Set Up for Schema 5.0d and 2026/2027 Loan Processing
Aug 25 2pm FIN Work Session: College Users Production Support Meeting 2026
Aug 26 1pm HCM Work Session: SAVE THE DATE - Topic TBD
Aug 31 11am FIN Work Session: Travel and Expenses Mini Training & Workshop
Sep 3 1:30pm SF Drop-In Session: 1098-T Prior Year Q&A
Sep 8 2pm FIN Work Session: College Users Production Support Meeting 2026
Sep 9 2pm ctcLink Accounting Team: SF/GL Open Forum Meeting
Sep 10 9am HCM Users Group Monthly Virtual meeting

Resource Description
ctcLink Training Quick Reference Guides The ctcLink Training Quick Reference Guides (QRGs) in the ctcLink Reference Center lists and links to recordings of sessions delivered by the Training Team.
Learning Opportunities Information in Canvas

The ctcLink Learning Opportunities Information Canvas course is a compilation of recordings and presentation information from topical presentations spanning a wide variety of subjects.

Register for the course(s) at ctcLink Training & Learning Opportunities Registration.

ctcLink Security Documentation & Training Find ctcLink Security-related training materials, documentation, Quick Reference Guides (QRGs), useful queries, and more on the ctcLink Security Documentation & Training page.
Accessibility and ctcLink Open Forums SBCTC hosts monthly Accessibility and ctcLink Open Forums to engage Washington's community and technical college system in discussions around ctcLink accessibility and technology. Find materials and recordings from past ctcLink Accessibility Forums on the website.

Learn about how to register, badging opportunities, and more at the Professional & Personal Development Workshops page.Registering for the workshops is easy!
  1. Visit the SBCTC meetings and events calendar
  2. Filter by "CTC Professional Development » Personal & Professional Development Suite"
  3. Click "Sign up" button to enroll
Date Time Event
Aug 6 1pm Leadership Professional Development Workshop
Aug 13 1pm Top Tier Customer Experience Professional Development Workshop
Aug 18 1pm Vicarious Trauma Personal Development Workshop
Aug 20 1pm Teams/Team Bonding Professional Development Workshop
Aug 25 1pm Managing Stress Part 1 Personal Development Workshop
Aug 27 1pm Managing Stress Part 2 Personal Development Workshop
Aug 31 1pm Teams/Team Bonding Professional Development Workshop
Sep 8 1pm Psychological Safety in the Workplace Personal Development Workshop
Sep 10 1pm Time Management Professional Development Workshop
Sep 15 1pm Generational & Learning Preferences Personal Development Workshop
Sep 17 1pm Mindframe: Turning Negative Thoughts into Positive Actions Personal Development Workshop
Sep 22 1pm Work/Life Balance Personal Development Workshop
Sep 24 1pm Effective Communication Strategies Professional Development Workshop
Sep 29 1pm EQ (Emotional Quotient) Personal Development Workshop
Oct 1 1pm Leadership Professional Development Workshop
Oct 6 1pm Mental Health: Awareness & Support Personal Development Workshop
Oct 8 1pm Top Tier Customer Experience Professional Development Workshop
Oct 13 1pm Vicarious Trauma Personal Development Workshop
 Oct 15 1pm Teams/Team Bonding Professional Development Workshop
Oct 20 1pm Managing Stress Part 1 Personal Development Workshop
Oct 22 1pm Managing Stress Part 2 Personal Development Workshop
Oct 29 1pm Psychological Safety in the Workplace Personal Development Workshop

ctcLink News

Save the date! PAW Employee Onboarding & Offboarding (EO&O) Task Force to Share Recommendations, Aug. 26

Wednesday, August 26, 2026, 10:30 a.m. to noon

The ctcLink Process Alignment Workgroup (PAW) Employee Onboarding & Offboarding (EO&O) Task Force has been working hard on behalf of all 34 colleges to review on- and offboarding-related ctcLink business practices to streamline processes and improve our use of ctcLink as a system. 

HCM SMEs and Local Security Administrators were invited via eLists to join in as the college-led EO&O Task Force presents Security Enhancement Requests and best practice recommendations for HR/Security Cross-Functional processes to the ctclink College Collaboration Group (cCCG) for a formal adoption vote at a future date.

EO&O recommendations on the agenda

Learn more about the PAW Project

Questions?

Please reach out to Sindie Howland, Employee Onboarding & Offboarding Process Alignment Task Force Lead & Everett Community College Associate Director for Change Management and Process Improvement, if you have any questions or concerns about EO&O Process Alignment activities.

Cross-Pillar Training: CS Core/FA/SF Enrollment Cancellation

Monday, Aug. 24, 1-2:30 p.m., Learn more and join the session

Newer staff responsible for reviewing and processing Enrollment Cancellation are invited to this cross-pillar session. 

Join Pauline Smith, SF Functional Trainer; Tanjagay Martin, CS Core Functional Trainer; and Kelly Forsberg, FA Functional Trainer, as they discuss:

  • Reviewing Important Dates (Academic Calendar, Billing & Due Calendar, Adjustment Calendar)
  • Communications
  • Financial Aid and their role in this process
  • Running the Enrollment Cancellation Process

Related QRGs

New to ctcLink or Ready to Upskill? Make a ctcLink Training Plan

The ctcLink Customer Support Training team developed tools to assist colleges with employee onboarding in response to recommendations and requests.

Although learning a new software system can be challenging, these documents provide new staff with the information needed to locate, understand, and participate in the various training and learning opportunities available from the Washington State Board for Community and Technical Colleges (SBCTC). 

About the Onboarding Training Manuals 

Onboarding Training Manuals can be found in the ctcLink Reference Center “Welcome to ctcLink – Start Here” section. Manuals are available for users in all PeopleSoft pillars, as well as for general staff:

Each manual is divided into sections highlighting specific topics and information necessary to become more comfortable with our ctcLink system. Section topics may include: 

  • Onboarding checklist 
  • Welcome to ctcLink Training 
  • Each pillar’s place in ctcLink 
  • Prerequisite ctcLink courses 
  • Role-based training content and requirements (i.e., required and recommended ctcLink self-paced training courses) 
  • Additional onboarding resources
How to use the onboarding manuals

The intent is for supervisors to work with staff to provide clarity around staff roles and functions of their job based on the onboarding manual. 

  • Each ctcLink module lists required and recommended self-paced ctcLink Canvas training courses which directly align to roles and functions performed at the colleges. For example, each staff member is required to complete general prerequisite courses to introduce them to the ctcLink system.
  • The checklist included allows supervisors to identify which required and recommended courses should be completed by each staff member. Additional training resources are provided to assist new staff in their onboarding activities. 

The ctcLink Training and Support teams look forward to partnering with the colleges and SBCTC agency staff to provide enhanced onboarding and training experiences for new and current employees. 

Please reach out to ctcLink Training Management if you have questions or concerns. 

Get Connected: Join ctcLink Support eLists

ctcLink Customer Support sends updates, outage notices, changes to configuration, training and workshop opportunities, global and cross-pillar communications to colleges via Mailman eLists (often referred to as listservs, which is a registered trademark).

College subject matter experts (SMEs), PeopleSoft users/stakeholders can use the lists to ask their college peers questions about how they do things in ctcLink, best practices, local training plans, and more. 

When you join, do NOT select the Digest option or you might miss out on time-sensitive messages.

Find your lists

Are You Receiving ctcLinkAlerts?

SBCTC uses the ctcLinkAlerts eList to send notices about planned downtime for system updates, production alerts, urgent issues, and any unplanned downtime.

Each college maintains a local ctcLinkAlerts email distribution list (e.g., ctclinkalerts@columbiabasin.edu, ctcLinkAlerts@spscc.edu) which your ctcLink College Leader maintains as needed.

These college lists, not individuals, are subscribed to ctcLinkAlerts@lists.ctc.edu.

Each college chooses who to include, but typically colleges include their local ctcLink leadership, local ctcLink committee or task force members, key subject matter experts, IT, Help Desk, and PIO.

Restock Your Resiliency Toolkit

Take some time to take care of yourself! Professional and Personal Development Suite workshops are open to all Washington state community and technical college employees, whether faculty, staff, or exempt.

This series of soft-skill workshops was initially developed to support SBCTC IT staff. Once the workshops were discovered on the agency calendar by other SBCTC and college employees, they asked if they, too, might participate on a case-by-case basis.

Since piloting outside participation and receiving positive feedback and requests, we sought agency leadership and support to work across SBCTC departments to present to a systemwide audience. 

2026 Offerings

Professional Development Suite
  • Effective Communication Strategies 
  • Generational & Learning Preferences - NEW 
  • Leadership 
  • Presentation Tips & Tricks - NEW 
  • Teams/Team Bonding 
  • Time Management 
  • Top Tier Customer Experience 
Personal Development Suite 
  • Emotional Quotient (EQ)
  • Managing Stress Part 1
  • Managing Stress Part 2
  • Mental Health: Awareness & Support
  • Mind Frame: Turn Negative Thoughts into Positive Actions
  • Psychological Safety in the Workplace
  • Vicarious Trauma
  • Work/Life Balance 
Teaming Suite 
  • Effective Communication Strategies
  • Psychological Safety in the Workplace
  • Teams/Team Bonding

Learn More and Sign up

Learn more about how to register, badging opportunities, college requests for group training, and more at the Professional & Personal Development Workshops page.

The workshops are cross-linked from the SBCTC Professional Development page and the ctcLink Training & Learning Opportunities page.

Questions? Reach out to Corinne Taylor, Professional/Personal Development Trainer.

CS Core Updates

Campus Solutions (CS) Core Pillar Support Web Page

Visit the Campus Solutions (CS) Core pillar support web page at ctcLink Support for all things CS Core-related:

  • ctcLink Reference Center Quick Links
  • ctcLink Onboarding Training Manual
  • Learning Opportunities & Training
  • Lists and groups
  • Pillar newsletter
  • Oracle and PeopleSoft resources

CS Core Learning Opportunities

You can find details about upcoming CS Training and Work Sessions on the SBCTC Calendar, CS Core Weeklyish COREspondence, and CS Core eList.

For a list of previous recordings, please visit the Campus Solutions Learning Opportunities Recordings QRG.

Cross-Pillar Training: CS Core/FA/SF Enrollment Cancellation

Monday, Aug. 24, 1-2:30 p.m., Learn more and join the session

Newer staff responsible for reviewing and processing Enrollment Cancellation are invited to this cross-pillar session. 

Join Pauline Smith, SF Functional Trainer; Tanjagay Martin, CS Core Functional Trainer; and Kelly Forsberg, FA Functional Trainer, as they discuss:

  • Reviewing Important Dates (Academic Calendar, Billing & Due Calendar, Adjustment Calendar)
  • Communications
  • Financial Aid and their role in this process
  • Running the Enrollment Cancellation Process

Related QRGs

FIN Updates

New Finance Learning Ledger

The ctcLink Finance Support team has launched the Finance Learning Ledger newsletter about recent and upcoming activities and updates about Finance in ctcLink (Accounts Payable, Accounts Receivable, Billing, Commitment Control, Expenses, Financials, General Ledger).

Don’t miss out

Be sure to subscribe to the ctcLinkSME_FIN Finance (FIN) eList to receive the next edition.

When you join, do NOT select the Digest option or you may miss out on time-sensitive messages.

Contact Alec Risk, ctcLink Functional Trainer - Finance, if you have questions.

Finance Pillar Support Web Page

Visit the Finance (FIN) pillar support web page at ctcLink Support for all things FIN-related:

  • ctcLink Reference Center Quick Links
  • ctcLink Onboarding Training Manual
  • Learning Opportunities & Training
  • Lists and groups
  • Oracle and PeopleSoft resources

FIN Learning Opportunities

Travel and Expenses Q&A & Mini Training

Recurring every last Monday of the month, 11 a.m. to noon, join us for a collaborative, interactive and troubleshooting drop-in support session on everything Travel and Expenses. This session may be partially recorded.

  • 11 – 11:30 a.m. Training: The first half of the meeting is typically a short training focused on a particular topic/process in Travel and Expenses. This portion of the meeting is usually recorded. The recording and associated QRGs are posted to the ctcLink Pillar Work Session Information Canvas Course. End-users are welcome to listen in and learn something new.
  • 11:30 a.m. - 12 p.m., Q&A: Second half of the meeting will not be recorded. Please come with your questions or issues and be ready to share your screen.

This open time is for college end users to collaborate with functional support and other Travel and Expense staff/supervisors to troubleshoot issues, discuss workflow or process questions, and/or even share your screen. Some examples of topics:

  • Canceling EX Payments
  • Initial Setup and the Importance of updating Expenses Profiles
  • Applying Cash Advances to an Expense Report
  • Cash Advance Reconciliation
  • On & Off-boarding Employees for Expenses
  • Why your Approved Expense Report Won't Stage for Payment

Module: Expenses / Travel & Expense

Primary Audience: Staff, Travelers, Travel Admins/Staff

Related QRGs: FIN - Expenses section of the ctcLink Reference Center

Prerequisite Courses: EX100, EX101 and/or EX102

Contact Alec Risk, ctcLink Functional Trainer.

DATE/TIME  EVENT/TOPIC 
Tuesday, Aug 31, 11 a.m.  FIN Work Session: Travel and Expenses Mini Training & Workshop
Tuesday, Sept 28, 11 a.m.  FIN Work Session: Travel and Expenses Mini Training & Workshop

FIN Work Session: Grants/Projects Mini Training and Open Q&A

Recurring every second Monday of the month at 11 a.m. join the ctcLink Finance Customer Support team for a collaborative, interactive, training and troubleshooting drop-in session on everything Grants/Projects.

Michele Rockwell, MSML, ctcLink Finance Functional Analyst, facilitates.

  • 11 – 11:30 a.m., Training: First half of the meeting will typically be a short training focused on a particular topic/process in Grants and Projects. This portion of the meeting is usually recorded. The recording will be posted to the ctcLink Learning Opportunities Information Canvas Course.
  • 11:30 a.m. – 12 p.m., Q&A: Second half of the meeting will not be recorded. You are invited to drop in with any questions related to grants and projects at the open Q&A sessions. This open time is for college end-users to collaborate with functional support and other Grants and Projects staff/supervisors to troubleshoot issues, discuss workflow or process questions, and/or even share your screen. Some examples of topics:
    • Grant Billing
    • Modify Grant Award or Capital Project Budgets
    • Amending Awards
    • Project-related Budget/Commitment Control Errors
    • Grant-related Combo Codes
    • Grant-related Item Types

Related QRG: FIN - Grants/Contracts section of the ctcLink Reference Center

Questions? See the contact information listed in the event calendar listings below.

Finance College Users Production Support Meetings

Meetings are held every other Tuesday, from 2 to 3 p.m. These sessions are open to ALL Finance (FIN) end users. The ctcLink Finance Customer Support team provides updates on Service Tickets, PeopleSoft enhancements, and open forum time to ask questions or request future topics.

Monthly Student Finance/General Ledger SF/GL Open Forum

Every second Wednesday, 2 to 3 p.m., the SBCTC Business Operations Accounting team invites you to bring your questions (and solutions) to share during this open forum meeting space for all things Student Financials/General Ledger (SF/GL) related.

There is no formal agenda as we welcome all questions about everything from item types and second journal sets to waivers, queries, or internal cash reconciliation.

See the SBCTC meetings and events calendar and look for ctcLink Accounting Team: SF/GL Open Forum Meeting.

DATE/TIME EVENT/TOPIC
Wednesday, Aug 12, 2 p.m. ctcLink Accounting Team: SF/GL Open Forum Meeting
Wednesday, Sept 9, 2 p.m. ctcLink Accounting Team: SF/GL Open Forum Meeting

Accounts Receivable (AR) and Billing (BI) Open Q&A

Every Thursday, these recurring Accounts Receivable and Billing work sessions aim to provide accounting support and guidance regarding, but not limited to, the various reconciliation topics and processes.

Bring your AR and BI questions and get functional support or listen in and collaborate with your community college peers.

The recorded sessions will be posted to the ctcLink Learning Opportunities Information Canvas Course located under Modules > Finance Learning Opportunities > Accounts Receivable and Billing Work Sessions.

Module(s): FIN [AR and BI]

Primary Audience: Accounts Receivable and Billing Staff

Related QRG: FIN - Accounts Receivable, FIN - Billing

DATE/TIME EVENT/TOPIC
Thursday, Aug 6, 9 a.m. FIN Work Session: Accounts Receivable and Billing FYE Q&A

ctcLink Accounting Team: SBCTC Finance

Every third Thursday, this recurring work sessions aim to provide Accounting support and guidance regarding, but not limited to, the various reconciliation topics and processes. We will cover a specific topic(s) and then move to open Q&A.

FA Support Updates

Financial Aid (FA) Pillar Support Web Page

Visit the Financial Aid (FA) pillar support web page at ctcLink Support for all things FA-related:

  • ctcLink Reference Center Quick Links
  • ctcLink Onboarding Training Manual
  • Learning Opportunities & Training
  • Lists and groups
  • Pillar newsletter
  • Oracle and PeopleSoft resources

FA Weeklyish Bulletin

Trying to recall that important thing you read in the ctcLink Financial Aid eList, FA Weeklyish Bulletin? Don’t miss a thing! Revisit past editions in the FA Weeklyish Bulletin Archive at the ctcLink Reference Center.

FA Learning Opportunities

FA Training: From Paper Pile to Completed File - Using the File Review Query

Tuesday, Aug. 11, 9-10 a.m.,

This FA Training Session is a review session to walk through how to use the global File Review Query.

Audience: FA Staff responsible for completing the Verification process, WASFA processing, and completing file review.

Objectives
  • Understand the essential preemptive work and data cleanup required before initiating a file review cycle.
  • Understand how to navigate the system to run the QCS_FA_FILE_REVIEW_DATA query within Schedule Queries.
  • Sift through query results to quickly isolate and prioritize the exact students who are 100% ready for review.
  • Identify the pages and fields to check during the evaluation process to ensure accuracy.
  • Apply proven tips and tricks to efficiently manage and work through the query’s varying population of students.

FA Drop-in Support Sessions

Need help troubleshooting or want to learn something new? Join our casual drop-in sessions to connect with colleagues, share insights, and solve challenges together.

Stop on by the Webex at any time in between 9AM – 11AM. Feel free to come and go as you have questions.

DATE/TIME EVENT/TOPIC
Tuesday, Aug 18, 9 a.m. FA Drop-in Support Session: Pell Troubleshooting for Reconciliation

Cross-Pillar Training: CS Core/FA/SF Enrollment Cancellation

Monday, Aug. 24, 1-2:30 p.m., Learn more and join the session

Newer staff responsible for reviewing and processing Enrollment Cancellation are invited to this cross-pillar session. 

Join Pauline Smith, SF Functional Trainer; Tanjagay Martin, CS Core Functional Trainer; and Kelly Forsberg, FA Functional Trainer, as they discuss:

  • Reviewing Important Dates (Academic Calendar, Billing & Due Calendar, Adjustment Calendar)
  • Communications
  • Financial Aid and their role in this process
  • Running the Enrollment Cancellation Process
Related QRGs

FA Training Workshop: (Trailer Colleges Only) Loan Set Up for Schema 5.0d and 26/27 Loan Processing

Tuesday, Aug. 25, 9-11:30 a.m.,

Join Kelly Forsberg, ctcLink Functional Trainer, in a hands-on workshop to set up/adjust your Run Controls for the 2026-2027 AY in preparation for sending out your Direct Loan files for the Fall Term. 

Audience:  Trailer College Financial Aid Staff responsible for Direct Loan Origination and Outbounding

Agenda
  • Updating/checking Loan Fee Set Up
  • Updating/checking Loan Fee in Item Types Set Up 
  • Updating/checking the Loan Fee in Create Loan Types pg
  • Updating the Process Loans Run Control ID parameters to 2027 AY
    • 10:30 – 10:45: Break
  • Updating the Odd Year (OY) Summer Include & Summer Exclude Run Control ID parameters to 2026/2027 dates and AY
  • Updating the OY Process Loan Dates Run Control ID to 2027 AY
  • Updating the Schema to 5.0d on the OY Generate Direct Loan Data pg
  • Updating and/or creating OY Run Control IDs for your Direct Loan Reports

This session will be recorded.  There will be no slide deck, as we will be working hands-on in the PRD environment.

ctcLink Production Environment Downtime: HCM Image 55 Update

Saturday, Aug. 8, 2026, 7 a.m. – 1 p.m.

This notice is for HCM users of the ctcLink production environment. See also the HCM Image 55 Production Upgrade and Q&A Sessions in Learning Opportunities section below.

SBCTC will be performing maintenance on ctcLink to deploy HCM Image 55.

  • The Human Capital Management (HCM) pillar will be unavailable during the maintenance period.
  • The Portal, Campus Solutions (CS), and Finance (FSCM) pillars will remain online during the maintenance period.
  • Admissions (OAAP) and HighPoint HCX mobile pages will remain online during the maintenance period.
  • Integration between CampusCE and ctcLink will remain online during maintenance period.
  • Canvas will not be impacted.

HCM Users Group Monthly Virtual Meet-Up

Join us for open format discussions concerning best practices and procedures for all HCM Users.

Questions? Contact Rachel Russell, HCM Users Group Chair.

DATE/TIME EVENT/TOPIC
Monday, Aug 10, 9-11 a.m. HCM Users Group Monthly Virtual meeting
Thursday, Sep 10, 9-11 a.m. HCM Users Group Monthly Virtual meeting

HCM Users Group Fall 2026 Quarter Meeting

Thursday, Oct. 8, and Friday, Oct. 9 (half day), 2026

  • Hosted by Bates Technical College 
  • In-person and online

Speakers covering benefits and open enrollment are lined up. Send any ideas for other topics you want to learn about to Rachel R. Russell, HCM Users Group Chair.

Watch the HCM Users Group eList and the Human Capital Management (HCM) Users Group web page for details.

HCM Support Updates

Human Capital Management (HCM) Pillar Support Web Page

Visit the Human Capital Management (HCM) pillar support web page at ctcLink Support for all things HCM-related:

  • ctcLink Reference Center Quick Links
  • ctcLink Onboarding Training Manual
  • Learning Opportunities & Training
  • Lists and groups
  • Pillar newsletter
  • Oracle and PeopleSoft resources

Refresh your HCMemory

HCM Work Sessions are recorded and stored in the ctcLink Learning Opportunities Information Canvas course (formerly Pillar Work Session Info) for future reference.

More about how to access the Training Recordings Archive.

HCM Monthly Newsletter

Subscribe to the ctcLinkSME-HCM list to receive the latest edition of the HCM Monthly Roundup, featuring HCM hot topics, training, and how-to tips.

To subscribe

HCM Learning Opportunities

HCM Image 55 Upgrade and Q&A Sessions

The Human Capital Management (HCM) Image 55 upgrade will be implemented in production on Saturday, Aug. 8, 2026.

Attend a Q&A session to get answers to any questions you might have. The Q&A sessions are optional; however, users affected by these changes are encouraged to attend.

  • HCM Image 55 Q&A Session Two: Thursday, Aug. 6, 2026, 10 – 11:30 a.m., Join Session

Overview documents outlining changes users will experience after the upgrade are now available:

HCM Work Sessions

Recurring every other Wednesday, 1 to 3 p.m. (except where noted)HCM Work Sessions offer deeper dives into PeopleSoft functionality, focusing on skills enhancement in specific HCM functions (e.g., payroll, benefits, manager self-service).

DATE/TIME EVENT/TOPIC
Wednesday, Aug 12, 1 p.m.. HCM Work Session: Fluid Job Data
Wednesday, Aug 26, 1 p.m.. HCM Work Session: SAVE THE DATE - Topic TBD

SF Updates

Sign up for the Student Financials (SF) eList

Please note the ctcLink Support eList and SBCTC eList  pages, especially these three:

  • Main Student Financials eList: ctcLinkSME_StuFin: In addition to SF Connect announcements and updates, the SF eList is available for colleges to ask questions, share information, and engage in peer-to-peer discussions on Student Financials topics (e.g., Billing, Cashiering, Collections, Fee & Tuition Calculation, General Ledger Interaction, Payment Plans, Refunds, Student Receivables, Tax Forms).
  • 1098-T Statements eList: ctcLink-1098T
  • BAR (Budget, Accounting, and Reporting Council) eList: BAR

Remember, besides receiving notes from our team, these resources are an easy way to ask questions of your systemwide SF colleagues.

Student Financials (SF) Pillar Support Web Page

Visit the Student Financials (SF) pillar support web page at ctcLink Support for all things HCM-related:

  • ctcLink Reference Center Quick Links
  • ctcLink Onboarding Training Manual
  • Learning Opportunities & Training
  • Lists and groups
  • Pillar newsletter
  • Oracle and PeopleSoft resources

SF Learning Opportunities

Please feel free to reach out to SFSupport@sbctc.edu if you have any questions or need further clarification.

SF Work Sessions

Typically held on the FOURTH Monday of each month from 1 to 3 p.m. and occasionally on Thursdays, the Student Financials Functional team delivers content focused on a particular topic/process within the Student Financials pillar area.

This is also time for college end-users to collaborate with functional support and other Student Financials staff/supervisors to troubleshoot issues, discuss workflow or process questions and/or share your screen.

SF Work Session: Hot Topics 1098-T Resolution

Monday, Aug. 17, 1:30 - 2:30 p.m. Learn more and join the session

Student Financials staff processing 1098-Ts are invited to join Amy Lanser, SF Functional Analyst, for a discussion of Prior Year Process Overview and IRIS.

Related QRG: SF 1098-Ts

Monthly Student Finance/General Ledger SF/GL Open Forum

Every second Wednesday, 2 to 3 p.m., the SBCTC Business Operations Accounting team invites you to bring your questions (and solutions) to share during this open forum meeting space for all things Student Financials/General Ledger (SF/GL) related.

There is no formal agenda as we welcome all questions about everything from item types and second journal sets to waivers, queries, or internal cash reconciliation.

See the SBCTC meetings and events calendar and look for ctcLink Accounting Team: SF/GL Open Forum Meeting.

DATE/TIME EVENT/TOPIC
Wednesday, Aug 12, 2 p.m. ctcLink Accounting Team: SF/GL Open Forum Meeting
Wednesday, Sept 9, 2 p.m. ctcLink Accounting Team: SF/GL Open Forum Meeting
SF Drop-in Session: 1098-T Prior Year Q&A

Thursday, Sept. 3, 2026 1:30 - 2:30 p.m., Learn more and join the session

Join the inimitable Amy Lanser, SF Functional Analyst, for this drop-in session to get answers to your questions regarding Production 1098-T prior year processing.

  • Primary Audience: Student Financials processing 1098-T
  • Related QRGs: SF 1098-Ts

SF Training

2026 Fall Welcome Back to Basics: Cashiering, Refunds, and Payment Plans

Monday, Aug. 10, 1 p.m., Learn more and join the session

New to SF processing or need a refresher? 

New Student Financials employees or those seeking to refresh their SF skills are invited to join Pauline Smith, ctcLink SF Functional Trainer,  for an overview session of essential SF processing topics, including:

  • Cashiering
  • Refunds
  • Payment Plans

Module(s): Student Financials

Cross-Pillar Training: CS Core/FA/SF Enrollment Cancellation

Monday, Aug. 24, 1-2:30 p.m., Learn more and join the session

Newer staff responsible for reviewing and processing Enrollment Cancellation are invited to this cross-pillar session. 

Join Pauline Smith, SF Functional Trainer; Tanjagay Martin, CS Core Functional Trainer; and Kelly Forsberg, FA Functional Trainer, as they discuss:

  • Reviewing Important Dates (Academic Calendar, Billing & Due Calendar, Adjustment Calendar)
  • Communications
  • Financial Aid and their role in this process
  • Running the Enrollment Cancellation Process
Related QRGs
SF Training: Tuition Calculation and Waivers

Monday, Sept. 14, 2026, 1-2:30 p.m., Learn more and join the session

Student Financials staff are invited to join Pauline Smith, SF Functional Trainer, where she will cover topics to help you understand:

  • Tuition Calculation Page
  • Tuition Calculation Flag
  • How to Calculate and view Tuition for students
  • Waiver Flow
  • How to apply waivers (Individual Student, Mass Assign, Student Group and Equation Variables)

Related QRGs: SF - Tuition Calculation

Prerequisite Course(s): SF 100

Query Developer Learning Opportunities

Step Up your Query Game

The ctcLink Training Calendar has been updated with 2025 instructor-led query-related training. To clear filter settings, select None. Then select ctcLink Learning Opportunities > Reporting Training.

Learn more about the Designated Query Developer Training series and start your journey to becoming your college’s very own query guru! Or query wizard, if you prefer. Or maestro. Maybe a goddess, crackerjack, wizard, or maven. It’s up to you!

DATE/TIME EVENT/TOPIC
Tuesday, Aug 18, 9 a.m. to 12:30 p.m. PS Query Training 401 Expert- Part 1
Monday, Aug 20, 9 a.m. to 12:30 p.m. PS Query Training 401 Expert- Part 2

Query Fundamentals Lab

Every Monday, 10-11 a.m., Join the Webex session

Query fundamentals labs are held weekly giving all Query Developers the chance to practice their query development skills. Different topics/skills are covered each week. Past lab exercises and recordings are available in Canvas.

How to Enroll in Self-Paced Query Developer Courses

It’s easy to enroll in Query Developer Courses.

  • Visit the ctcLink Training Registrationpage,
  • Select the class(es) from the Designated Query Developer Training section,
  • Follow the sign-up process.

More for PeopleSoft Query Developers

Find more ctcLink PeopleSoft Query Development resources including forms, documentation, and tools at the ctcLink PeopleSoft Reporting web page.

ctcLink Accessibility Monthly Open Forum

The ctcLink Accessibility monthly forums engage Washington's community and technical college system in discussions around ctcLink accessibility and technology. We aim to improve communication and transparency while providing space for productive and solution-focused dialog. Our main objective is to deliver accessible technology for all our students, staff, and the larger community.

Join us! Meetings are held on the second Tuesday of each month, 11 to 11:30 a.m.

Please join us for the next ctcLink Accessibility Open Forum on Tuesday, Aug. 11, 2026, at 11 a.m. All are welcome to attend via Zoom.

In case you missed a meeting, please see materials from past Open Forums.

Keeping the Lights On

In a ctcLink world populated with acronyms and mysterious jargon, the Application Services teams are the “pillar behind the pillars” for Washington’s community and technical colleges 24/7 by supporting ctcLink pillars, systemwide IT applications, environments, accessibility improvements, testing, and managing the network data load behind-the-scenes.

While you may never meet them directly or understand what they do, they support you every single day.

  • Development deployed to production this week
  • Data fixes, bug fixes, and images in HCM, CS, FSCM, and Portal.
    • 246815 FS-2455 WA020 BI Reset Invoice Print
    • 246100 PT-146 Lock Fraud Accounts
    • 246100 CS-2875 Lock Fraud Accounts
    • 237404 CS-2758 CyberSource Unified Checkout
    • 237404 CS-2818 CTC_SEC_237404UnifCheckout - CyberSource
    • 246606 CS-2879 Update WA090 Nelnet SQLs to exclude App Fees
    • 238893 FS-2457 WA190 AR Update Item Activity
    • 246970 FS-2459 WA030 BI Reset Billing to AR
    • 245369 PT-145 Okta API Error Bug Fix
    • 234614 HCM-1799 Make Home Address as required on Personal Data
    • 247088 FS-2460 WA000 Reset Payment Select Status
    • 228905 CS-2623 ConexEd Integration
    • 241808 HCM-1837 WA180 Remove Incorrect Pay Calendar Entry
    • 241346 FS-2348 WA270 GL Update Journal Status
  • HC 55 is a Go and we will deploy on Saturday 8/8 as scheduled.
  • The ConexED integration went to production and is now live for participating colleges.
  • Create Retrofit and HCX 26.2 Upgrade Test Plan in TestLink
  • SF Transactions in ctcLink - Finance Phase 3 Kick Off
  • Create July CPUs Upgrade Test Plan in TestLink
  • AUT Refresh
  • TRA Refresh
  • PCD Refresh
  • CyberSource Unified Checkout Testing in PQA & Go-Live
  • HC Image 55 & Tax Update 26-B Sanity Testing
  • Create FA PRP 3.1 Test Plan in TestLink
  • The ConexED integration went to production and is now live for participating colleges.
  • Student payment processing is upgraded to process payments securely using Unified check out.

  • In Development, SIT, UAT, and Completed
  • Support & stabilize ConexED integrations.
    • Work on fixes for delta sync timings - SDT 247441.
  • Support integrations for CS Image upgrade project.
  • Plan and execute upgrade of CyberSource payment processing to use unified checkout as secure acceptance is coming to end of life
    • OAAP - SDT 241644 - Development in progress.
    • CampusCE - SDT 238111 Development in progress
    • Student Self-service - SDT 237404 Deployed to Prod
    • Update CyberSource REST API signature method - SDT 238119 - Deployed to Prod
  • HC Image 55
  • CS Image 38 and HCX 26.2
  • Oracle July 2026 CPUs
  • FA PRP 3.1
  • FS Image 57
  • Create FS Image 57 Test Plan in TestLink
  • ER245-SE247 System Integration Testing
  • SF Transactions in ctcLink - Finance Phase 3 UAT
  • SASI WP #2D Test Planning
  • CS Image 38 and HCX 26.2 Upgrade System Integration Testing
  • July CPUs Upgrade System Integration Testing
  • HC Image 55 & Tax Update 26-B Q & A Sessions
  • HC Image 55 & Tax Update 26-B Go-Live and Confidence Testing
  • July CPUs Upgrade Sanity Testing
  • July CPUs Upgrade Go-Live

User Acceptance Testing (UAT)

Campus Solutions & HCX

  • Quick Admit Modification. CS-2166. Ticket 189293.
  • Migrate repackaging project queries and crosswalk. CS-2800. Ticket 240474.
  • Nelnet JAR file for Java 11.0.32. CS-2883. Ticket 246894.
  • E-216 Batch Discontinuation Program Changes. CS-2840. Ticket 243686.

Human Capital Management (HCM)

  • Custom audit table to track deletes on NAMES. HCM-1825. Ticket 241441.

Financials and Supply Chain Management (FSCM/FIN)

  • SF Transaction Load Historical Version. FS-2434. Ticket 245347.
  • DMS Script to Load SF Transactions for UAT Phase 3. FS-2444. Ticket 245311.
  • AP Net Pay Voucher Exclude Manual Check Reversals. FS-2463. Ticket 247233.

Portal

  • None

System Integration Testing (SIT)

Campus Solutions (CS)

  • ER 245 - Extension for Student Group Mass Assign. Ticket 178457. CS-2856.
  • CS Image 38 and HCX 26.2
    • CS Image 38: Delivered Query Folder Assignment. CS-2833. Ticket 243182.
    • CS Image 38: Clean Address. CS-2834. Ticket 242515.
    • CS Image 38 Retrofit. CS-2871. Ticket 242502.
    • HCX 26.2 Main Project. CS-2874. Ticket 242505.
    • HCX 26.2.0 Delivered Mods. CS-2874. Ticket 242505.
    • HCX 26.2.0 Config. CS-2877. Ticket 242542.

Human Capital Management (HCM)

  • Dependent Audit Record Key Fields Fix. HCM-1833. Ticket 244900.
  • Hide Garnishment data on Payroll pages. HCM-1835. Ticket 246252.

Financials and Supply Chain Management (FSCM/FIN)

  • None

Portal

  • None

Redevelopment

  • Bug Fix to CIB_USRPRFL. HCM-1826. Ticket 213594.
  • Deductions distributed to incorrect EMPL record PAYGL01.SQR fix. HCM-1779. Ticket 217820. On hold until after HC 55 is applied to production.

In Development

HCM

  • Critical and urgent tickets for payroll and transmittal failures.
  • TRA non-prod DB - Modify SE-219 CTC_HROP_AE to run by Pay Run ID. Ticket 242471.
  • ER 262 - Faculty Contract Content Visibility. Ticket 182820. Temporarily on hold to prioritize ticket 242471.
  • Faculty Workload tickets 236428, 236420, 232575, 156763, 156762, 156760, 156759, 156757, 156756, and 156754.
  • E208/E219 Automation of adjustments to vacation / sick time donations for Shared Leave. HCM-1541. Ticket 168718. Working with Oracle in SRs to get bugs in delivered process fixed so the enhancement will work.
  • Person data Excel to CI issue.
  • HCM Image 55 - Absence Approval Notification Issue. Ticket 245459.

CS

  • Employee academic institution defaults are being changed. Ticket 241852.
  • HCX 26.2 post migration review and fixes in PTS as needed.

FSCM

  • We get new data fix tickets daily and continue to work on those.
  • Many critical, urgent, and important fiscal end of year tickets are coming to us and we're working them quickly
  • Working with Managed Services and Oracle on the issues with the process scheduler. Ticket 244887.
  • Working with functional analysts to get the delivered 1099 Suppliers Excel to CI working. Opening SR.
  • FS 57 retrofit. Ticket 247328.

All pillars

  • AI and IDE Community of Practice.

Accessibility

  • Working with Oracle, Kastech, Okta, and Conexed on accessibility bugs.
  • CS 38 and HCX 26.2 accessibility review and IOVD.
  • An accessibility issues report was submitted to Conexed. Waiting to hear back.

On Hold

  • As tables get bigger, the need for this work grows, but it is not a priority at the moment.
  • Automatically Resubmit Asynchronous IB Errors. Ticket 200430. On hold.
  • Configurable search issue in 8.61. Ticket 214405 the ID Field not autofilling like it should. In the queue.
  • Time & Effort report update is on hold. Ticket 153475.
  • Override institution set issues in ticket 190595. In the queue.
  • ER 289 Security Account Reset Capabilities. Ticket 213156. This is in the queue.
  • The Student Degrees page did not have any institution-based security. A college staff person could modify or even delete a credential issued by another school. Added some elements to the page that protects against this occurring. CS-2462. Ticket 218615. Redev. On hold.
  • Information for Other Business Units in Finance. Ticket 210359. Part of the request was completed with FS-1979 and ticket 216897. The rest is still in development and on hold at the moment.

Waiting

  • Remove the ]> character. Ticket 215081 and ticket 215326. Oracle created bug #35972529 and we're investigating a workaround.
  • Portal homepage logos keep disappearing. SR 4-0002142786 is open with Oracle. Ticket 229571. Waiting on Oracle development to review.
  • There are incorrect instructions on delivered search prompt pages, required fields, WCAG 2.1 SC 3.3.2. We got Oracle to agree it was a bug and the fix will be delivered in PeopleTools 8.63.

  • ER 269 - Enable Advising Notes for student use in HighPoint Campus Experience (HCX). Ticket 195275.
  • Work on SDT 242687 - FERPA flag updates from OAAP
  • Maintain Integrations and documentation
  • Support CS Image upgrade
  • Support SDT 235448 - Cybersource Security Update – TLS v1.3 enablement.
  • Monitor and improve performance of 3rd party Integrations.
  • Support SDT 235448 - CyberSource Security Update – TLS v1.3 enablement.
  • Monitor and improve performance of 3rd party Integrations.
  • TRD Refresh
  • SF Transactions in ctcLink - Finance Phase 3 Go Live
  • Review and Finalize CS Image 38 and HCX 26.2 Overview Documents and upload to website
  • CS Image 38 and HCX 26.2 Sanity Testing
  • CS Image 38 and HCX 26.2 Q & A Sessions
  • CS Image 38 and HCX 26.2 Go-Live and Confidence Testing
  • FS Image 56 System Integration Testing
  • Review and Finalize FS Image 56 Overview Document and upload to website
  • FS Image 57 Sanity Testing
  • FS Image 57 Q & A Sessions
  • FS Image 57 Go-Live and Confidence Testing
  • FA PRP 3.1 System Integration Testing
  • Review and Finalize FA PRP 3.1 Overview Document and upload to website
  • FA PRP 3.1 Sanity Testing
  • FA PRP 3.1 Q & A Sessions
  • FA PRP 3.1 Go-Live and Confidence Testing