ctcLink Training & Learning Opportunities Registration

Course description

The purpose of this course is to introduce the fundamentals of ctcLink (PeopleSoft). PeopleSoft is the name of the software the Washington State Board for Community and Technical Colleges (SBCTC) uses to manage all student (Campus Solutions or CS), human resources (Human Capital Management or HCM), and financial (Finance or FIN) data. By the end of this course you should have a basic understanding of what ctcLink is and how to navigate throughout the system. Course information includes an overview of ctcLink, Frequently Asked Questions, videos relating to navigating the system, as well as additional resources such as Terms and Concepts, Quick Reference Guides (QRGs) and Navigation Guides.

Course objectives

• Become familiar with the ctcLink project
• Describe each pillar/modules within
• Understand PeopleSoft
• Understand the PeopleSoft layout
• Navigate within the PeopleSoft application
• Customize your environment
• Use Search pages
• Work with grids
• Add and update data
• Run reports, jobs and queries
• Know basic PeopleSoft terms and concepts

Who should take this?

• All staff

Course duration

4 - 6 hours

Course description

This course will go through the functionality and business processes related to using Advisor Center. This will include viewing your advisees, how to add, send and utilize advisor notes. The advisor center will also cover the student center (staff view) general information about students, advisee transfer credit and academic advisement reports.

Course objectives

• Understand and navigate advisor homepage
• Add an instructor to the instructor/advisor table
• Assign a student to an advisor
• View academic advisement report
• Request what-if reports
• Request unofficial transcript
• Enter and submit a student alert
• View a student planner
• View student holds
• View a transfer credit report
• View Student Term Summary
• Search for classes - advisor

Who should take this?

• Advising staff

Course duration

4 - 5 hours

Course description

This course will go through the functionality and business processes related to using Faculty Center. This will include schedules, grade rosters, grading, contract information and searching for students. 

Course objectives

• Understand and navigate Faculty Center
  • View my schedule
  • View class roster
  • Enter grades
  • Enter and submit a student  alert
  • Search for classes
  • Browse course catalog
  • Faculty search

Who should take this?

• Faculty

Course duration

4 - 5 hours

Course description

Campus Self-Service offers role-based and function-based self-service functionality that provides staff with self-service access to information and transactions. Staff Homepage is a collection of tiles that staff select to access transactions. A homepage can display different tiles on different form factors. Selecting a tile on a homepage opens the corresponding transaction. Most of the delivered tiles open Fluid pages, but a few open Classic pages. Homepage tiles can also display dynamic information. Depending on how the homepage and tiles are set up, staff may be able to choose which tiles appear on each homepage. This course provides you with a high-level overview of which tiles are accessible through the Staff Homepage and the processes that each tile allows you to perform. 

Course objectives

• Curriculum management tile
• Admissions processing tile
• Financial aid tile
• Student financials tile

Who should take this?

• Campus Solutions staff within the college

Course duration

4 - 5 hours

Course description

Campus Student Self-Service offers role-based and function-based self-service functionality that enables you to access information and transactions over the internet. 

The Student Homepage is a collection of tiles that you select to access specific transactions. Selecting a tile on a homepage opens the corresponding transaction.

Course objectives

• Personalize your student homepage
• Review and update personal information
• Tasks and Message Center
• Manage classes
• Review your academic progress
• Review your academic record
• Review and manage your financial aid
• Review and manage your financial account

Who should take this?

• Students
• Student services
• Advising

Course duration

4 - 5 hours

Course description

The Employee Self Service module in PeopleSoft allows the user to view personal details like name, address and contact details, emergency contacts, ethnic group, disability and veteran status. It also allows the employee to track time, enter time, report leave/comp time, request an absence and view requests and time summaries. The employee has the ability to view their pay stubs and other data and control their direct deposit information. Employee benefit summary and details can also be viewed.

Course objectives

• Manage Personal Information (Personal Details Tile)
• Report Time and Payable Time (Time Tile)
• Manage and Cancel Absences, View Requests and Absence Balances (Time Tile)
• View Paychecks, Tax Withholding, W2s, Direct Deposit and Earning Statements (Payroll Tile)
• Understand Benefits Details (Benefits Details Tile)

Who should take this?

• All employees

Course duration

2 - 4  hours

Course description

The Manager Self Service Homepage offers role-based and function-based self-service functionality that provides managers with self-service access to information and transactions. Manager Homepage is a collection of tiles that users select to access transactions. A homepage can display different tiles on different form factors. Selecting a tile on a homepage opens the corresponding page. This page often contains a menu to allow the user access to several more transaction page. Most of the delivered tiles open Fluid pages, but a few open Classic pages. Homepage tiles can also display dynamic information. Depending on how the homepage and tiles are set up, staff may be able to choose which tiles appear on each homepage.

This course provides you with a high-level overview of which tiles are accessible through the Manager Homepage and the processes that each tile allows you to perform. As this course focuses on navigation and content, please refer to the Time & Labor and Absence Management courses for detailed information about how these pages can help you accomplish your work tasks. 

Course objectives

• Recruiting activities tile
• Approvals tile
• Delegations tile
• My team tile
• Team time tile
• CTC team time tile
• Open jobs tile

Who should take this?

• All managers

Course duration

1 - 2 hours

Course description

PeopleSoft Security Administration includes features that enable you to maintain security for your college. How do students and staff gain proper access to the system? How do we safeguard highly sensitive data? And reports! We must have reports!

We serve as our college’s Local Security Administrator. Students, faculty and staff count on us to provide them with timely, appropriate and auditable access to PeopleSoft.

Many of us understand, and perhaps even enjoy, this responsibility. Some of us already administer security under the SBCTC Legacy system; some for other higher education institutions; and some for other public and private entities. We live authentication and authorization and roles and permissions and such, each and every day.

What we’re lacking is the PeopleSoft toolset that allows us to respond to these requests:

“I have a student on the phone who can’t log in. Fix it!”

“Can you set up my new Registration clerk with the same screens as my other clerks?”

“Why aren’t Expense Report approvals showing up in my Inbox?”

“The auditor wants a list of everyone who can see Social Security numbers”.

Naturally, PeopleSoft has its own way of doing things, its own terminology, its own best practices. This course hopes to provide you a practical understanding of what your workday might look like.

Course objectives

• Manage User Profiles
• Manage Roles
• Understand Dynamic Roles
• Manage Additional Campus Solutions (CS) Security
• Manage Additional Financials/Supply Chain Management (FSCM) Security
• Manage Query Reporting Security

Who should take this?

• Staff responsible for managing, administering and auditing PeopleSoft security. Your job duties might be labeled “Local Security Administrator”, “Local Security Manager” or “Local Security Auditor”.

Course description

PeopleSoft Query is a data extraction tool that all ctcLink PeopleSoft users are able to access and use. A Query is simply a set of instructions on what data to pull from the system. There are many Queries which have already been written and are available for use. These Queries will extract data from the system that end users can use to create reports. 

This course covers all the basics of searching and running Queries in PeopleSoft Query. In this class we are going to learn how to request the development of a new Query as well as how to find and run existing Queries. Additionally, we will learn how to use MetaLink to search Query metadata and how to find and run BI Publisher reports.

Course Objectives

• Explain the process to properly submit a query development or modification request.
• Understand query migration
• Access ctcLink PeopleSoft Query Viewer and Schedule Query
• Search for existing queries using wildcards
• Run queries to multiple outputs
• Schedule queries
• Effectively use metaLink to search query metadata
• Run query based BI Publisher reports

Who should take this?

• All ctcLink users with access to Query Viewer

Course description

Pivot Grid supports operational dashboard reporting within the PeopleTools framework to provide a pivot table and chart representation of data using PSQuery data source. The framework also enables users to see different views of the data as in an Microsoft Excel pivot table, and the same data is also available in a chart view.

This course is designed to teach users the protocol to follow in creating queries that will be used as a data source for a Pivot Grid as well as how to use Pivot Grid Wizard to develop Pivot Grid models and views.

Course objectives

• Successfully Navigate Pivot Grid Viewer
• Use Facets to Slice and Dice Data
• Update Filters
• Update Chart Options
• Export Data
• Save a Pivot Grid model view personalizations
• Manipulate how the Pivot Grid Viewer displays data
• Manipulate what data is displayed in the Pivot Grid

Who should take this?

• All ctcLink users with access to Pivot Grid Viewer

Course description

The metaLink app will support the college system by providing key information about the data stored within the tables and columns in dataLink, which are replicated from the ctcLink production database. The key information is critical to the accurate use of PeopleSoft data for reporting and/or analysis.

metaLink is also a search tool and can be used to search for queries, pivot grids and reports as well as used to view the SQL script used in the creation of Views. metaLink provides much more detailed information than searches in PeopleSoft provide.

The key features of metaLink allows designated users to:

• Document structures and properties for a given record or field
• View completed data dictionary reports
• View the ctcLink reporting catalog
• Search for available PeopleSoft queries, pivot grids and reports

This course is designed to teach users how to use the data dictionary section of metaLink to see ctcLink metadata and how to search for queries, reports and pivot grids currently live in the production environment. Additionally, users can use metaLink to find the SQL script that was used in the creation of Views in ctcLink.

Course objectives

• Request a logon for metaLink
• Access metaLink's different sections
• Find record and field metadata
• Search for existing queries, reports and pivot grids
• Search for the SQL script used in the creation of Views in ctcLink

Who should take this?

• All ctcLink users

Course description

This course provides an understanding of how query security has been set up in ctcLink.  It covers query security roles and which group handles what items for query security.  It explains the steps taken to secure individual queries and details resources available related to query security. 

Course Objectives

• Explain how queries are secured in ctcLink
• Define the purpose and relationship of records, access groups, roles, and permission lists in query security
• Describe the use of Query-Specific/Reporting-Related Roles in viewing and using queries and reports
• Detail how certain business process rely on query security to run without errors
  Define who is responsible for what in query security
• Successfully run the queries and follow the steps to troubleshoot query security issues
• Outline where to find additional queries related to query security
• Correctly navigate the Query Tree Models with Role Definitions spreadsheet

Who should take this?

• All ctcLink users interested in learning how queries are secured.

Course Description

The Data Services Reporting team holds a quarterly Reporting Hour to discuss different topics around reporting.  These sessions are recorded and stored in the Data Services Reporting Hour Canvas module for future reference.

Course Objectives

The objective for the Data Services Reporting Hour is to share information pertinent to using and developing queries and reports in ctcLink. Presentation materials and video recordings of each session are stored in the Canvas module under either “Query Developer Specific” or “For All ctcLink Users.”

Who should take this?

• All ctcLink users interested in staying up-to-date on special topics around queries and reports.

Course Description

The Insights tool in PeopleSoft is designed to help users create detailed visualizations of data, making it easier to analyze and understand various metrics and trends. This class will take users step-by-step through setting up an Insights homepage, adding the necessary tiles, and navigating through the different dashboards that are available. By the end, users will be well-equipped to use Insights to its full potential.

Course Objectives

At the end of this course users will be able to:

• Set up an Insights Homepage
• Navigate and use the Insights dashboards

Who should take this

 All ctcLink Insights users.

Course Duration

37 minutes

Course description

This course covers the relationship between training and Query Manager access levels as well as the conventions and protocols followed in the Query Development Life Cycle. This will allow for quick and efficient query migration of new and updated queries from the Production College Development (PCD) environment to the Production (PRD) environment.

Course objectives

• Define roles, responsibilities, and requirements for each Query Developer level.
• Explain why searching for an existing query before developing a new query is the essential first step in query development.
• Describe query development conventions and protocol in query creation and modification. Including:
  • Query Naming Convention
  • Query Description
  • Query Definition
  • Prompts Utilization
  • Public vs Private Queries
  • Query Folders
  • Query Performance
• Demonstrate the ability to correctly fill out a Query Migration Request Form.
• Identify all of the criteria which must be met to modify and existing query.
• Identify who owns what Query or Report based on prefix.
• Explain other reporting objects conventions.

Who should take this?

Designated College Query Developers

Course duration

2 hours

Course description

This course covers all the basics of PeopleSoft Query, including important additional information on how data is stored and accessed through Query Viewer and Query Manager, as well as protocol and helpful terms. You will learn how to use Query Viewer and Schedule Query to view and utilize existing queries. You will also be provided instruction on the "how to" of using Query Manager to create simple queries using Joins, Criteria and Prompts. There will be plenty of practice exercises so come prepared to acquire the skills needed to start developing topnotch queries!

Course objectives

• Be able to explain how Relational Databases work for storing data.
• Effectively employ Query creation and management protocol and conventions.
• Define Query Terms and Definitions.
• Access PeopleSoft Query
  • Viewer
  • Manager
  • Schedule Query
• Search for existing Queries using Wildcards.
• Run Queries to multiple outputs.
• Look up common Records to use in Query development per Pillar.
• Create simple Queries.
• Join multiple records together to create more complex Queries.
• Effectively use Criteria to filter Query results.
• Make Queries more efficient by using Prompts.

Who should take this?

Designated College Query Developers

Course duration

8 hours

Course description

This course covers all the basics of PeopleSoft Query Security. It is designed to teach query developers the fundamentals of how ctcLink PeopleSoft Query Security has been set up so they can translate this knowledge into the development and modification of queries. Participants will learn about Records, Access Groups, Permission Lists, and Roles and how these are tied together to allow certain roles access to certain records. They will then learn how row-level security is achieved in queries and the strategies used to secure ctcLink queries.

Course objectives

• Explain how queries are secured in ctcLink.
• Define the purpose and relationship of records, access groups, roles, and permission lists in query security.
• Explain row-level security and its importance to ctcLink queries.
• Understand the Query Security Record field and how it is used to create row-level secure records and views.
• Define the three strategies used to secure queries in ctcLink.
• Explain how each strategy is used in each pillar to achieve row-level secure queries.
• Successfully create row-level secure queries.

Who should take this?

Designated College Query Developers

Course duration

4 hours

Course description

In this course we begin to learn more intermediate skills in PeopleSoft Query, including effective dated tables and how they can be used, finding where a field lives within the database, creating and using Queries of Queries as well as using Aggregate functions, the Having Tab and Expressions. We will learn how to determine where to put the SQL code on a left outer join as well as how to use metaLink and BIND records. There will be plenty of time to practice so come prepared to acquire the skills needed to take your already topnotch Queries to the next level!

Course objectives

• Be able to add Criteria to a Left Outer Join.
• Be able to apply effective data logic to Queries.
• Apply effective data criteria to Left Outer Joins.
• Understand the process of joining a Record to an existing Left Outer Join.
• Utilize queries of queries to effectively search for query data information.
• Efficiently find record and field information using the front end of PeopleSoft in conjunction with other tools.
• Gain the knowledge and skills to check your query results to be certain of query accuracy.
• Effectively apply Aggregate Functions to query results.
• Utilize the Having tab to add criteria to fields using Aggregate Functions.
• Be able to create Expressions to allow complex refining of query results.
• Understand BIND records and how they affect query development.
• Effectively use metaLink to search and create query metadata.

Who should take this?

Designated College Query Developers

Course duration

8 hours

Course description

In this course we dive deep into more advanced PeopleSoft Query topics such as subqueries and unions. The course has been designed to be VERY hands-on with multiple exercises completed throughout the course in addition to the end of module exercises. We will learn not only how to develop a subquery or union but more importantly, why should a subquery or union be used. Additionally, we will cover effective dating of translate table values and the Transformations tab.

Course objectives

• Describe when subqueries are used.
• Define the 3 main types of subqueries.
• Explain how subquery join criteria works to ensure correct results.
• Relate how the top-level query uses the results of a subquery, differentiating between an “in list” or “single value” subquery and an “exists” subquery.
• Explain the difference between a subquery and a join.
• Describe when a subquery must be used instead of a join.
• Successfully create all three main types of subqueries.
• Describe the purpose of a unions.
• List the restrictions for creating unions.
• Explain how union query results display.
• Successfully create a union.
• Use the Effective Date for fields which have a translate table.
• Describe why and how to use the Transformations Tab.

Who should take this?

Designated College Query Developers

Course duration

8 hours

Course description

In this course we dive deep into expert level PeopleSoft Query topics such as Drilling URL's, Advanced Expressions, Aggregate and Analytic Functions and Advanced Prompts. The course has been designed to be VERY hands-on with multiple exercises completed throughout the course in addition to the end of module exercises.

Course objectives

• Define common terms used in Drilling URLs.
• Describe the 3 main types of Drilling URLs and what they each do.
• Successfully create and run Drilling URLs.
• Use the INSTR function to find the location of a search term.
• Use the SUBSTR function to extract a portion of a field or string.
• Use the INSTR function to determine the start position of a SUBSTR extraction.
• Use the INSTR function to determine the SUBSTR extraction length.
• Combine fields or strings using CONCAT and/or the double pipe symbol ||.
• Convert strings to date types using TO_DATE.
• Convert numbers and dates to character types using TO_CHAR.
• Utilize if/then/else logic by using DECODE and CASE expressions.
• Apply Aggregate Functions to Query results.
• Utilize the Having tab to add Criteria to Fields using Aggregate Functions.
• Use Aggregate functions in Expressions.
  • Create LISTAGG Aggregate Expressions
  • Combine LISTAGG with DISTINCT
• Combine LISTAGG with CASE
• Use the OVER function to create windows of aggregated and non-aggregated data within the same result set.
• Combine OVER and PARTITION BY to divide the result set into defined partitions.
• Order how the results are displayed within the partition using the ORDER BY function.
• Understand how ROW_NUMBER, RANK and DENSE_RANK can be used to rank data.
• Recognize and use related prompts.
• Understand when and how to use multiple optional prompts in a query.
• Create date and date range prompts.
• Create wildcard prompts.

Who should take this?

Designated College Query Developers

Course duration

8 hours

Course description

This course is designed to teach users the protocol to follow in creating queries that will be used as a data source for a Pivot Grid as well as how to use Pivot Grid Wizard to develop Pivot Grid models and views.

Course objectives

• Explain the limitations and considerations that must be taken into account when creating or selecting a query to use for a pivot grid.
• Create queries appropriate for use as a data source for pivot grids.
• Demonstrate understanding of the Pivot Grid Wizard set up and usage.
• Accurately use the pivot grid wizard to create pivot grids using a query as a data source.
• Demonstrate knowledge of how to migrate a pivot grid model from PCD to PRD.

Who should take this?

Designated College Query Developers

Course duration

8 hours

Course description

Data Services at SBCTC holds online "labs" with predefined exercises for query developers to complete so they can continue to grow and improve their query development skills. These are live events held on most Thursdays. The instructor goes over the steps before having the query developers go through and create their own queries using the skills learned in the topic of the week. They are not recorded.  Instead of recording the sessions step by step videos or other media will be provided to guide users.

Course objectives

• Provide a space for query developers to come ask questions.
• Offer opportunity for query development growth and learning.

Who should take this?

Designated College Query Developers

Course duration

Variable

Course description

Work Sessions were created to offer community development by enhancing the support experiences offered to colleges live in ctcLink. This course is a compilation of work session recordings - topical presentations and discussions - spanning a wide variety of topics delivered collaboratively by multiple presenters (SBCTC and college staff). 

Course objectives

• Providing a common place to access previously recorded topical work session recordings

Who should take this?

• Staff from colleges live on PeopleSoft participating in weekly pillar specific Customer Support work sessions

Course description

Academic Advising provides the structure, which is the foundation of the PeopleSoft Fluid 9.2 Student Administration modules and their functions. The academic structure and its elements are the building blocks for an academic institution. It encompasses the institution’s schools and colleges, academic programs and departments, and subject areas.

Academic Rules serve as the basis for the degree audit process and establish the requirements and conditions students must satisfy as they progress towards degree or certification completion.

Course objectives

• Academic advisement rules overview
• Build and set up academic advisement rules
• Generate the Academic Advisement Report and other advisement reports
• Create and manage student milestones
• Setup degrees, certificates, and course substitutions 

Who should take this?

• Staff responsible for setting up academic advising rules (Graduation Evaluator, Credential Evaluator, Degree Audit Builder)

Course duration

5 - 7 hours

Course description

Academic Structure is the foundation of the PeopleSoft Fluid 9.2 Student Administration modules and their functions. The academic structure and its elements are the building blocks for an academic institution. It encompasses the institution’s schools and colleges, academic programs and departments, and subject areas. Academic Structure serves as the basis for the course catalog and schedule, grading scheme, and all related tables.

Course objectives

• Identify key terms
• Recognize how the academic structure is organized from a high-level and institutional perspective. 
• Understand the differences between Academic Institution, Academic Group, Academic Organization, Academic Career, Campus & Location, Academic Subject, Academic Program and Academic Plan. 
• Recognize how the Academic Structure functionality applies to the Campus Solutions pillar. 
• Recall the purpose of the integration with various functions and modules within the Campus Solutions pillar.
• Recognize each component and its contribution to the Academic Structure 

Who should take this?

• All Student Services staff (Student Records, Enrollment, Curriculum)
• Instruction
• Financial aid

Course duration

5 - 6 hours

Course description

This course will go through the functionality and business processes related to using Advisor Center. This will include viewing your advisees, how to add, send and utilize advisor notes. The advisor center will also cover the student center (staff view) general information about students, advisee transfer credit and academic advisement reports.

Course objectives

• Understand and navigate advisor homepage
• Add an instructor to the instructor/advisor table
• Assign a student to an advisor
• View academic advisement report
• Request what-if reports
• Request unofficial transcript
• Enter and submit a student alert
• View a student planner
• View student holds
• View a transfer credit report
• View Student Term Summary
• Search for classes - advisor

Who should take this?

• Advising staff

Course duration

4 - 5 hours

Course description

Campus Community data serves as the foundation person record for all Campus Solutions data. The global data in Campus Community is shared by all institutions. Campus Community enables you to maintain and manage a wide range of biographic and demographic information on people and organizations of interest to your institution, both internal and external.

Course objectives

• Using search/match
• Maintain personal information
• Searching for/requesting new organizations
• Searching for and assigning service indicators
• Navigating Student Services Center

 Who should take this?

• Staff responsible for Student Services related activities

Course duration

4 - 5 hours

Course description

The Managing 3Cs course will cover 3Cs: Communications, Comments, Checklists, as well as Message Center functionality in PeopleSoft. Participants will learn how to set up 3Cs security groups and how to manage 3Cs data.

Communications tasks include creating, assigning, updating, verifying communications, and sending individual and batch messages in message center.

Course objectives

• Updating letter templates
• Running 3C process
• Manage and use comments
• Manage and use checklists
• Manage and use communications
• Manage and send messages through Message Center 

Who should take this?

• Staff responsible for managing and sending communications

Course duration

5 - 6 hours

Course description

Communication plays a vital role in a college’s daily business. PeopleSoft offers colleges the ability to efficiently communicate important information to students. The CC101 Managing 3Cs course reviewed assigning and managing communications. In this course, you will walk you through setting up comments, checklists, and communications.

The 3Cs Communications - Set Up course will cover 3Cs: Communications, Comments, Checklists, as well as Message Center set up in PeopleSoft. Participants will learn how to set up 3C security groups, 3C events, and 3C triggers.

Communications tasks include creating, assigning, updating, verifying communications, and sending individual and batch messages in message center.

Course objectives

• Administrative functions and 3C group security
• Set up comments
• Set up checklists
• Set up communications
• Set up Message Center

Who should take this?

• Staff responsible for 3Cs set up

Course duration

4 - 5 hours

Course description

This course will go through the functionality and business processes related to using Faculty Center. This will include schedules, grade rosters, grading, contract information and searching for students. 

Course objectives

• Understand and navigate Faculty Center
  • View my schedule
  • View class roster
  • Enter grades
  • Enter and submit a student  alert
  • Search for classes
  • Browse course catalog
  • Faculty search

Who should take this?

• Faculty

Course duration

4 - 5 hours

Course description

Campus Self-Service offers role-based and function-based self-service functionality that provides staff with self-service access to information and transactions. Staff Homepage is a collection of tiles that staff select to access transactions. A homepage can display different tiles on different form factors. Selecting a tile on a homepage opens the corresponding transaction. Most of the delivered tiles open Fluid pages, but a few open Classic pages. Homepage tiles can also display dynamic information. Depending on how the homepage and tiles are set up, staff may be able to choose which tiles appear on each homepage. This course provides you with a high-level overview of which tiles are accessible through the Staff Homepage and the processes that each tile allows you to perform. 

Course objectives

• Curriculum management tile
• Admissions processing tile
• Financial aid tile
• Student financials tile

Who should take this?

• Campus Solutions staff within the college

Course duration

4 - 5 hours

Course description

Campus Student Self-Service offers role-based and function-based self-service functionality that enables you to access information and transactions over the internet. 

The Student Homepage is a collection of tiles that you select to access specific transactions. Selecting a tile on a homepage opens the corresponding transaction.

Course objectives

• Personalize your student homepage
• Review and update personal information
• Tasks and Message Center
• Manage classes
• Review your academic progress
• Review your academic record
• Review and manage your financial aid
• Review and manage your financial account

Who should take this?

• Students
• Student services
• Advising

Course duration

4 - 5 hours

Course description

Admissions helps you plan, manage, and track admissions activities. This course covers managing applicant records as well as evaluating, admitting and processing applicants both online and manually. Users will learn about the configuration, functionality, and business processes related to this PeopleSoft module. Focus will be on the automated or online admissions process, the manual aspect of admissions processing from application to matriculation.

Course objectives

• Understand the online admissions application process
• Add and delete applications
• Matriculate applicants

Who should take this?

• Admission staff
• Student Records staff
• Special Populations staff

Course duration

5 - 6 hours

Course description

PeopleSoft Admissions Application Transaction Management helps a college manage data stored in staging tables and track admissions activity. Suspended applications are applications in suspension via the Online Admissions Application (OAAP). If a student submits an admissions application with slightly different information, a process referred to as Search/Match will identify the application and suspend the transaction. 

Suspended applications remain in suspension until the admissions processor reviews the submissions. Once reviewed, the processor determines whether to post or cancel the application. Students will not know that their application has been suspended. For example, a student may call your office wondering why they have not received an acceptance letter email; therefore, it is recommended that suspended applications be maintained daily. 

Course objectives

• Manage OAAP suspended applications
• Fix a record updated to the wrong ID

Who should take this?

• Staff responsible for processing and managing admissions applications.

Course duration

3 - 4 hours

Course description

The Course Catalog component contains several pages that enable you to enter all information for a course: the course title, units, workload hours, components, description, topics, requisites, and so on. Each of the pages will be reviewed in the order in which you use them to set up a new course offering.

Course objectives

• Create and maintain courses
• Create course equivalency groups
• Search for courses

Who Should Take This?

• Staff responsible for building courses

Course duration

4 - 5 hours

Course description

Class scheduling addresses aspects of class building. This includes scheduling sections of a newly created course or adding to and maintaining already scheduled class sections. This will include class associations and permissions, adding and reviewing class fees, canceling classes and notifying students. Also included will be how to copy your prior term’s class data as well rolling catalog data down to all the class sections.

Course objectives

• Schedule new classes
• Maintain and update scheduled classes
• Cancel classes and notify students
• Define class associations
• Define class permissions
• Copy prior term

Who should take this?

• Staff responsible for creating, maintaining and scheduling classes

Course duration

5 - 6 hours

Course description

PeopleSoft Beginning of Term Process helps you go through the configuration, functionality, and the business process related to student records beginning of term processes. Enrollment Services provides student-centered administrative services supporting future and current students in their academic goals. When a student is admitted by your college, student records are collected and students begin to enroll in classes. Calendars are defined by dates, dynamic included, which drive daily business—allowing you to activate students into a term and assign them an enrollment appointment. The focus of this course will be on managing academic dates and deadlines, creating dynamic dates, activating students, and managing enrollment appointments.

Course objectives

• Manage academic dates and deadlines
• Create dynamic class dates
• Activate students
• Manage enrollment appointments

Who should take this?

• Staff responsible for student records and enrollment services

Course duration

5 - 6 hours

Course description

The Enrollment Processes in PeopleSoft provide a comprehensive set of tools to efficiently manage student enrollment while ensuring accuracy and compliance with institutional policies. These features enable users to process Enrollment Requests and utilize Quick Enroll for streamlined enrollment management, including enrolling, adding, dropping, swapping courses, and managing Waitlists.

In addition to standard enrollment functions, PeopleSoft supports Enrollment Cancellation, Term Withdrawals, and Enrollment Requirements to maintain accurate student records. Integration with the National Student Clearinghouse (NSC) facilitates reporting and compliance, while tools for managing Transcripts, Student Milestones, and Student Attendance help maintain comprehensive academic records. Furthermore, PeopleSoft allows institutions to track Extracurricular Activities, providing a holistic view of student engagement beyond academics.

Course objectives

• Enrollment Request & Quick Enroll
• Completing the Enrollment Cancellation Process (New)
• Waitlists
• Term withdrawals
• Enrollment requirements
• National Student Clearinghouse (NSC)
• Transcripts
• Student milestones
• Student attendance
• Extracurricular activities

Who should take this?

• Staff responsible for student records

Course duration

5 - 7 hours

Course description

After applicants are admitted and matriculated, Student Records manages term activation, enrollment, grades, and evaluations. In concert with PeopleSoft Academic Advisement processes, you can track students through graduation.

This course presents the concepts and end-of-term activities used to manage the grade lapse and repeat checking processes and the assignment of academic standards, honors and awards.

Course objectives

• End of term overview
• Grade rosters
• Grade lapse 
• Repeat checking
• Academic standing, honors, and awards
• Post-Enrollment Requirement Checking (PERC)

Who should take this?

• Staff responsible for end of term enrollment activities
• Staff responsible for credential evaluations

Course duration

5 - 6  hours

Course description

Credential Management is how we assign courses, tests, and credits earned outside of SBCTC to our students. 

The Campus Solutions application includes features that enable you to complete transfer credit and equivalencies set up as well as reviewing, evaluating, and granting credits earned by SBCTC students from external courses, tests, and prior learning assessments.

These features work in conjunction with the Student Records, Academic Advisement, and Campus Community functions to maintain a student's academic record.

Course objectives

• Credential management overview
• Set up transfer credit and equivalencies
• Review transfer data and assign transfer courses
• Process test and other transfer credits

Who should take this?

• Staff responsible for credential evaluations

Course duration

4 - 5 hours

Course description

The Credential Management - End of Term & Graduation application includes the features and functionality to enable you to manage transcript requests and award degrees. These features work in conjunction with the Academic Advisement and Campus Community.

Course objectives

• Credential management – end of term and graduation overview
• Manage transcripts
• Manage student exceptions
• Award degrees, certificates, and degree honors
• Process NSC degree documents

Who should take this?

• Staff responsible for credential evaluations

Course duration

4 - 5 hours

Course descriptions

This course combines components of understanding student groups, student attributes, and the processing for the following populations:

• Veteran programs
• International, BEdA, DOC and Workforce-Apprenticeship program
• Running Start, CitHS, and HS Re-Engagement

Course objectives

• Manage special populations: student groups
  • Understand how veteran student groups are applied
  • Understand how student groups are applied to BEdA, DOC, Workforce/Apprenticeship
  • Understand how student groups are applied to high school special programs
• Manage special populations: student attributes (program/plan)
  • Understand how attributes are applied to
    • Apprenticeship
    • Worker retraining
    • Workfirst
    • Early Achievers Grant
  • Manage special populations: veteran reporting
    • Certify quarterly enrollment for veterans
    • Track veteran benefit reporting
    • Understand veteran query options

Who should take this?

• Basic Education for Adults (BEdA) staff
• Department of Corrections staff
• Running Start staff
• Student Services staff
• International Programs staff
• Staff who manage Selective Admissions processes

Course duration

4 - 5 hours

Course description

This course will provide every participant with the understanding and skills to enter, view, modify, depreciate, retire, reinstate, process, create journals for, and track capital assets within Finance Asset Management.

Course objectives

• Understand the fundamentals of ctcLink Asset Management
• Understand the Asset Life Cycle
• Enter assets using Express Add and the Excel to CI template
• Process assets: calculate depreciation, create accounting entries, generate am subsystem journals in the GL, and close depreciation
• Modify capital asset data through adjustments, recategorize, and transfers
• Retire and reinstate assets
• Change construction in progress into a building
• Add and/or modify asset non-financial data in Basic Add

Who should take this?

• Asset manager
• Physical inventory specialist
• Accounting manager
• Finance office manager
• Budget manager

Course duration

2 - 3 hours

Course description

The overall purchasing business process is that of procuring goods and services from suppliers in order to continue business operations. The procurement process is made up of several individual processes. For example, it involves requesting goods and/or services; managing items and supplier information; creating contracts; managing purchase orders; receiving goods and remitting payments. 

This course will focus on how PeopleSoft Accounts Payable provides components that enable you to create vouchers and remit payments. These components facilitate the completion of the Procure-2-Pay process.

Course objectives

• Identify key accounts payable terms and processes
• Understand the efficiency of the AP WorkCenter
• Manage vouchers
• Manage payments
• Perform various AP corrections and adjustments

 Who should take this?

• Purchasing staff who have any part in the procure-to-pay process
  • Requisition requesters/approvers
  • Purchase order buyers/approvers/receivers
  • Staff responsible for managing vouchers and payment for goods/services

Course duration

3 - 4 hours

Course description

The Accounts Receivable module is a subsidiary ledger that updates the General Ledger via batch process. The Accounts Receivable module tracks incoming payments and other processes associated with billing/receipts. It includes reviewing and posting pending items, creating deposits, applying payments, reviewing customer accounts and activity, unposting an item group, generating a statement, managing accounts, using a maintenance worksheet, running the aging process, creating pending items, and creating a dunning letter. The review functions of this module allow the users to effectively monitor the status of both billing and accounts receivable items. This course will provide you the basic foundation of the Accounts Receivable module.

Course objectives

• Understand the payment life cycle in PeopleSoft
• Distinguish the difference between AR regular payments vs. AR direct journal payments
• Understand the process of receiving a regular deposit
• Recognize when to use worksheets in applying regular payments
• Apply AR regular payments to non-grant and grant bills
• Understand the process of receiving a direct journal deposit
• Understand direct journal payments do not have an item (bill) attached to it
• Create accounting entries for AR direct journal payments
• Credit and re-bill non-grant bills in both current and closed months
• Understand the basics of the AR update and review error codes
• Analyze a customer’s account and create a statement
• Run basic AR reports and queries

Who should take this?

• Staff who work within non-student related receivables
  • Accounts receivable staff
  • Grants specialist
  • Assistant finance directors/supervisors

Course duration

2 - 3 hours

Course description

The Accounts Receivable Module is a subsidiary ledger that updates the General Ledger via batch process. The Intermediate Accounts Receivable module tracks incoming payments and other processes associated with billing/receipts. It includes reviewing and posting pending items, creating deposits, applying payments, reviewing customer accounts and activity, unposting an item group, generating a statement, managing accounts, using a maintenance worksheet, running the aging process, creating pending items, and creating a dunning letter. The review functions of this module allow the users to effectively monitor the status of both billing and accounts receivable items. This course will provide you the basic foundation of the Accounts Receivable Module.

Course objectives

• Understand the payment life cycle in PeopleSoft
• Distinguish the difference between AR regular payments vs. AR direct journal payments
• Understand the process of receiving a regular deposit
• Recognize when to use worksheets in applying regular payments
• Apply AR regular payments to non-grant and grant Bills
• Understand the process of receiving a direct journal Deposit
• Understand direct journal payments do not have an item (bill) attached to it
• Create accounting entries for AR direct journal payments
• Credit and re-bill non-grant bills in both current and closed months
• Understand the basics of the AR update and review error codes
• Analyze a customer’s account and create a statement
• Run basic AR reports and queries

Who should take this?

• Accounts receivable staff
• Grants specialist
• Assistant finance directors or supervisors

Course duration

2 - 3 hours

Course description

Billing integrates with Contracts, Project Costing, and Grants to enable you to generate invoices for contracts and awards.  A grant contract controls the transfer of billing information from each of these applications. A number of steps and decision points in the billing flow occur within the source applications before the data reaches Billing. The Contracts application coordinates the flow of billable transactions from Contracts, Project Costing and Grants through how the selected Contract Type or Billing Plan. Grant-related transactions that are ready for billing are sent to the billing interface when you run the Contracts to Billing Interface. Invoice data from Grants, Projects and Contracts can pass through Billing and then into Receivables.

This course will provide you a basic understanding of the difference between the two basic Bill Types; Non-Grant and Grant Bills. Also provide some tips and tricks to help run bills (also known as invoices or items) to success. 

Course objectives

• Understand the difference between Non-Grant and Grant billing
• Recall the billing process in ctcLink
• Understand the functionality and benefits of using the Billing WorkCenter
• Understand, create, and finalize Express and Standard Bills
• Understand the billing interface and cost collection processes
• Understand, create, and finalize Grant Bill, Cost Reimbursable, and Fixed Price Contracts
• Understand how to reprint invoices in ctcLink

Who should take this?

• Staff responsible for creating, generating, approving and posting invoices
  • Accounts Receivable Administrative
  • Billing Admin, Supervisor, and/or Assistant Director.
  • Grants Administrator/Specialist, Supervisor, and/or Assistant Director.

Course duration

4 - 5 hours

Course description

Intermediate Billing provides further information and functionality of the Billing Module in PeopleSoft.

Recall that Billing integrates with other modules in the following ways:

• PeopleSoft Grants integrates with Billing through Customer Contracts to manage Grant Billing for your Awards.
• Invoices from PeopleSoft Billing flows into PeopleSoft Receivables. Relevant accounting entries are sent to PeopleSoft Receivables.
• Billing accounting entries are also sent to the General Ledger through the Journal Generator Application Engine process.
• Invoice data from Grants, Projects, and Contracts can pass through Billing and then into Receivables.

Also when Billing integrates with Contracts, Project Costing and Grants, it enables you to generate invoices for Contracts and Awards. A Contract controls the transfer of Billing information from each of these applications. The Contracts application coordinates the flow of billable transactions from Contracts, Project Costing and Grants through how the selected Contract Type or Billing Plan. Transactions that are ready for billing are sent to the billing interface when you run the Contracts to Billing Interface.

This course will provide you a deeper understanding of the Billing Module and what other functions are available within the system to utilize. Also provide some tips and tricks to help run processes to success. 

Course objectives

• Create and run additional bill processes:
  • Copy a non-grant or single bill
  • Create a recurring bill
  • Create a VPA Express bill
• Delete unnecessary bills:
  • Cancelled bills
  • Temporary grant bills
• Adjust and credit billing:
  • Credit an entire invoiced bill
  • Adjust an invoiced bill, add a bill line, and re-finalize
• Manage grant billing:
  • Correct OLT lines
  • Credit and re-bill a grant bill
  • Deferring a billable line
• Reprint non-grant and grant invoices

Who should take this?

• Staff responsible for creating, generating, approving and posting invoices
  • Accounts receivable
  • Grants administrator
  • Grants supervisor

Course duration

2 - 3 hours

Course description

The Treasury (Cash Management) application discusses cash management, banking and bank reconciliation. In this class you will learn to processes and to establish bank account reconciliation methods. You will also learn to manage the Financial Gateway, perform bank transfers, manage treasury-specific account entries and review the Treasury WorkCenter.

Course Objectives

• Apply knowledge of funds settlement and bank integration
• Explain the bank reconciliation process including configuration set up, loading bank statements, types of reconciliation, statement activities types and process, statement accounting rules, external transactions and force reconciliation.
• Describe the bank transfer process, create EFT request and bank to bank transfer, create fees and select and approve settlements.
• Explain the functionality of the Financial Gateway including creating payment file, troubleshooting payments and defining Financial Gateway security.
• Explain the Treasury Account, create Treasury Account using a template, and run the Automated Account process.
• Explain how to use the Treasury WorkCenter.

Who should take this?

• Accounting manager
• Finance office manager
• Budget manager

Course duration

3 - 4 hours

Course description

This course provides the fundamentals you will need to use PeopleSoft Expenses. Travel and Expenses explains how travelers can submit travel documents. The three travel documents covered in this course are Cash Advances, Expense Reports, and Travel Authorizations. Upon completion of this course, you will understand how to create, modify, and delete travel documents. You will also learn how to view employee profiles and expense transactions and learn some basics about the budget checking process.

Course objectives

• Understand basic overview of Travel and Expense terms and processes
• Create travel authorizations and expense reports
• Modify travel authorizations and expense reports
• Prepare cash advances
• Budget check transactions
• View employee profiles

Who should take this?

• Staff responsible for finance expense management
• General users/travelers

Course duration

2 - 3 hours

Course description

This course builds on the fundamentals learned in the EX100 course. This Approver course provides the processes you will use as a PeopleSoft Expenses Approver. The Travel and Expenses module enables Approvers to manage and approve travel documents effortlessly. This course will explain how to complete the approval process for travel and expense documents. You will learn how to review, budget check, and approve expense transactions.

Course objectives

• Understand basic overview of travel and expense terms and processing (optional)
• Manage approvals in expenses
• Understand delegation and Approval Workflow Engine (AWE)
• Use commitment control with expenses

Who should take this?

• This course is intended for staff responsible for approving Travel & Expense 

Course duration

2 - 4 hours

Course description

This course builds on the fundamentals you learned in the EX100 course. The Travel & Expenses module enables Financial Administrators to manage and process expenses.

This course will explain how to edit and maintain employee profiles, process expense transactions, budget check in batch, review and edit travel- and expense-related errors and exceptions, and view accounting transactions in expenses.

Course objectives

• Understand basic overview of Travel & Expense terms and processing
• Maintain employee profiles
• Use commitment control with expenses 
• Process expense payments
• Manage complex expense processes
• Understand travel and expense errors and exceptions
• View accounting transactions in expenses

Who should take this?

• Staff responsible for finance expense management (Financial Administrators)

Course duration

2 - 4 hours

Course description

The General Ledger application includes features that help you view, manage, and maintain financial data within PeopleSoft.

At a basic level, PeopleSoft allows authorized users the ability to review and inquire upon various journals and financial information, create and submit manual journal entries, copy existing journals, and/or utilize the General Ledger WorkCenter. This course focuses on the features mentioned above and provides a foundation for basic General Ledger (GL) use cases.

This course also introduces a knowledge base to build upon in intermediate or advanced courses. 

Course objectives

• Identify key general ledger terms
• Identify general ledger processes
• Describe the difference between single and batch journal processes
• Review general ledger journals
• Create, edit journal, and submit a manual general ledger journal entry
• Copy an existing general ledger journal entry
• Understand the efficiency of the general ledger WorkCenter

Who should take this?

• This course is intended for College Finance GL Accountants responsible for the management and maintenance of financial data within the State Board or college.

Course duration

3 - 4 hours

Course description

The General Ledger application includes features that help you view, manage, and maintain financial data within PeopleSoft.

Because General Ledger (GL) is integrated with other modules in PeopleSoft, pulling financial data into GL can be done easily using a process called Journal Generator. GL also provides automation for audit logging and the ability to define schedules and Journal templates, which can automate journal entry.

This course focuses on the features mentioned above and pages for journal management, the spreadsheet upload tool, pages to post journals, and process tools to name a few.

Course objectives

• Identify key intermediate general ledger terms
• Understand intermediate general ledger journal processes: reversals and recurring journals
• Understand journal import processes: import now and write to file
• Understand and initiate the journal generator process
• Describe differences between manual and subsystem journals
• Correct journal errors

Who should take this?

• Central/college finance general ledger accountants responsible for the management and maintenance of financial data within the State Board or college

Course duration

3 - 4 hours

Course description

The focus of this course is to provide conceptual information for the General Ledger processes which work in conjunction with the administrator user role in PeopleSoft. Advanced General Ledger tasks include initiating the Journal Generator process, defining closing rules, and processing year-end close.

Course objectives

• Identify new general ledger terms.
• Describe the difference in run control parameters when initiating the journal generator process.
• Identify various chartfield value set and closing rule parameters.
• Describe the closing process and the functions of generating preliminary opening balances for the balance sheet accounts and opening balances for any adjusting entries.

Who should take this?

• General ledger administrators

Course duration

3 - 5 hours

Course description

PeopleSoft Grants for North America application includes features that enable you to plan, manage and track your grant activities. Grants administrative functions include proposal and budget preparation and submission, award processing, award management/reporting and award closeout. PeopleSoft Grants delivers tools that support all these administrative requirements.

A Grant Contract Award for ctcLink is defined as funding received from one source outside the college, that has a specific budget, has a prescribed start and end date, requires a way to collect the funds (Invoice) at a given time and reports its expenses and cash received to the sponsoring agency. To enter information into the system, colleges will use the sponsor's award letter and back up documentation; however, each college may require different documentation to create the Grant. The Grants, Project Costing and Customer Contracts are all separate Modules in PeopleSoft, however they are required to work together to be successful.

The Customer Contract Module enables you to define the services you use and administer the billing rules for your Grant. When a Grant is awarded and generated, the Proposal ID automatically becomes the Contract ID number. Each contract has a Billing Plan, such as a Cost Reimbursable or Fixed Price Contracts, that controls how the Grant should be billed. A Billing Plan stores the schedule of billing events (when to bill) and the corresponding billable lines (what to bill) for these events. Revenue is recognized in a manner that makes sense for SBCTC's needs. You can also amend a Grant Customer Contract’s budget, add a project line, and modify the start or end dates. Fund 145 Grants are defined in ctcLink PeopleSoft to have a defined budget, set start and end date, billing parameters, and reports its expenses and cash received back to the sponsoring agency.

Course objectives

• Understand grant and contract basics
• Create and submit a grant proposal, and generate awards
• Manage grant award profiles and budgets
• Finalize and activate grant contract awards
• Modify grant awards
• Close a Grant Award by Project or Activity

Who should take this?

• This course is intended for staff responsible for grant-related activities. Roles such as grant administrators, grant writers, supervisors or assistant directors within the college.

Course duration

3 - 4 hours

Course description

Recall that a Grant for ctcLink is defined as funding received from one source outside the college that has a specific budget, has a prescribed start and end date, requires a way to collect the funds (Invoice) at a given time and reports its expenses and cash received to the sponsoring agency. The Grant, Project Costing and Customer Contracts are all separate Modules in PeopleSoft, however they are required to work together to be successful.

ctcLink includes features that enable you to plan, manage and track your grant activities. Grants administrative functions include proposal and budget preparation and submission, award processing, award management/reporting and award closeout. The Grant Module delivers tools that support all these administrative requirements.

This course explores intermediate Grant Module options such as copying a proposal, setting up grant awards with multiple periods, correcting project-related accounting entries at the source, and managing expenses outside of the defined budget known as over the limit (OLT) lines.

Course objectives

• Copy proposals
• Set up grant awards with multiple periods
• Amend and modify grant awards
• Correct grant/project expenses at the source:
• Accounting entries in Accounts Payable
• Accounting entries in Travel & Expense
• Accounting entries in General Ledger
• Manage over the limit (OLT) lines

Who should take this?

• Staff responsible for grant-related activities (grant administrators, grant writers, supervisors or assistant directors)

Course duration

3 - 4 hours

Course description

The Commitment Control is a budgetary application that is integrated within PeopleSoft. Commitment Control can enforce budgetary controls when needed for financial transactions.

PeopleSoft Commitment Control enables entering budgets and budget checking features for transactions originating from PeopleSoft applications or third‐party systems.

This course focuses on the features mentioned above and provides a foundation for basic Commitment Control use cases. This course also introduces a knowledge base to build upon in intermediate or advanced courses.

Course objectives

• Understand the commitment control structure
• Reviewing budget check exceptions
• Perform budget inquiries
• Run commitment control reports

Who should take this?

• Staff that supervise finance staff

Course duration

2 - 4 hours

Course description

PeopleSoft Project Costing is a fully integrated management system for Budgeting, Costing and Analysis. Its powerful application will allow you to efficiently track and analyze project costs and allocate project resources. Project Costing integrates with other PeopleSoft modules that generate expenditures or revenue transactions such as Billing, Customer Contracts, General Ledger, Grants, Payables, and Purchasing. 

Capital Projects are required to have at least one Project and one Activity. However, one Project may have more than one Activity. Transactions are attached at the Activity level that provides the basis for Project Reporting, Analysis and Billing. Capital Projects are budgeted at the State Board level by using User Field #5. Transactions are also attached at the Activity level that provides the basis for Reporting and Analysis. User Field #5 is a unique identifier that the State Board will use to monitor, track and report up to the State level.

If you have further questions regarding Capital Expenditures, please select the following link to view the SBCTC Policy Manual - Chapter 6: Capital Expenditures and Real Property Transactions.

This course focuses on the features mentioned above and provides you a foundation and guidance on how to create and manage Programs or Capital Projects in the Project Costing Module.

Course objectives

• Demonstrate basic understanding of Project Costing
• Create and manage a Capital Project
• Modify changes in Project Costing, such as: budgets, team members, and schedules
• Understand the basics of Project Integration
• Understand the basics of commitment control for Grants/Projects
• Review Project Queries and Reports

 Who should take this?

• This course is intended for staff responsible for Grant Contract Awards and/or Capital Projects within the college.

Course duration

2 - 4 hours

Course description

This training course is designed for staff who work with the Finance (FIN) pillar specifically within Purchasing.

The overall purchasing business process is that of procuring goods and services from suppliers in order to continue business operations. This process, often referred to as Procure-To-Pay (P-2-P), includes several main processes strung together sequentially, along with their individual steps and requirements.

The purpose of this course is to introduce the basics of ctcLink (PeopleSoft) transactions for the Purchasing module as it pertains to Managing Requisitions. A Requisition is the first step in the Procure-To-Pay business process. PeopleSoft is the name of the software the State Board for Community and Technical Colleges (SBCTC) uses to manage all student (Campus Solutions or CS), human resources (Human Capital Management or HCM), and financial (Finance or FIN) data. By the end of this course you should have a basic understanding of entering and managing requisitions in ctcLink, how to navigate throughout the system locating requisition pages and how commitment control is applied specifically to purchasing components. Course information includes an overview of the Procure-To-Pay process, adding supplier information into ctcLink, entering – maintaining requisitions and an understanding of commitment control for requisitions.

Course objectives

After successfully completing this course every participant will demonstrate a basic understanding of the fundamental PeopleSoft components and processes within Purchasing - Requisitions.

Upon completion of this course, you will be able to understand and complete the following functions:

• Requisition basic processes
• Requisition change orders
• Understand and use Commitment Control
• Review advanced requisition topics 

Who should take this?

This course is intended for Purchasing Staff: 

• Those identified who will be requesting goods/services (Requesters, Approvers)
• Those identified to work with Purchase Orders (Buyers, Approvers, Receivers, etc.) that will be sourcing requisitions, procuring the goods/services or those identified to receive goods/services.

Course duration

3 - 4 hours

Course description

The purpose of this course is to introduce the basics of ctcLink (PeopleSoft) transactions for the Purchasing module with respect to Purchase Order Processing. You can select requisitions to create the purchase orders from as well as create purchase orders online or from copying other documents (requisitions, purchase orders, contracts, etc) for goods and services that are necessary to run the daily operation. After you enter purchase orders, an authorized person can review and approve them. After approval, purchase orders are dispatched to the supplier. Purchase Order processing transfers into Receipts processing when the supplier fills the order and ships the goods or performs the services for the company.

By the end of this course you should have a basic understanding of sourcing requisitions to create purchase orders; entering and managing purchase orders in ctcLink; how to navigate throughout the system to support the purchase order processes; and how commitment control is applied specifically to purchasing components. Course information includes an overview of the Procure-To-Pay process, sourcing requisition, creating purchase orders online, managing purchase orders, and an understanding of commitment control for purchase orders.

Course objectives

• Create purchase orders
• Process purchase orders
• Manage purchase order change orders
• Manage purchase orders
• Understand and use commitment control (budget check)
• Administer procurement contracts

 Who should take this?

• Staff who will work with purchase orders (buyers, approvers, receivers, etc.)
• Staff that will be sourcing requisitions, procuring the goods/services
• Staff identified to receive goods/services
• Staff who will be requesting goods/services (requesters, approvers)

Course duration

3 - 4 hours

Course description

The overall purchasing business process is that of procuring goods and services from suppliers in order to continue business operations. The procurement process is made up of several individual processes. For example, it involves requesting good and/or services; managing items and supplier information; creating contracts; managing purchase orders; receiving goods and remitting payments. The efficiency of an institution’s purchasing process has a direct and material effect on their ability to manage their funds.

This course will focus on how PeopleSoft Purchasing provides components that enable you to receive goods, create receipts, and enter receiving details. These components facilitate the tracking of receipt information such as distributions and assets.

Course objectives

• Create and manage receipts in ctcLink

Who should take this?

• Staff responsible for managing receipts within the college

Course duration

3 - 4 hours

Course description

The overall purchasing business process is that of procuring goods and services from suppliers in order to continue business operations. The procurement process is made up of several individual processes. For example, it involves requesting goods and/or services; managing items and supplier information; creating contracts; managing purchase orders; receiving goods and remitting payments. The efficiency of a college’s purchasing process has a direct and material effect on their ability manage their funds. 

This course will focus on all the elements that are part of using the Procurement Card processes. The procurement card feature supports credit card purchases made by card holding employees in your organization and enables you to reduce the number of small purchases that go through your procurement department. You must have PeopleSoft Payables installed to implement the procurement card feature in PeopleSoft Purchasing.

Course objectives

• Using procurement cards
• Running reports

Who should take this?

• Staff responsible for purchasing (P-Cards)

Course duration

2 - 4 hours

Course description

This course covers ISIR processing in PeopleSoft. Financial Aid offices load Institutional Student Information Records (ISIRs) into PeopleSoft, after they are exported through the Department of Education (DOE) application, EdConnect. This course content also covers setting up User Defaults, uploading ISIR files, importing ISIRs, loading ISIRs, processing Ability to Benefit (ATB), running Suspense Management, and running INAS.

Course objectives

• Set up user defaults and import and process ISIRs
• Process ability to benefit
• Understand overview of ISIR suspense management

Who should take this?

• Financial aid staff responsible for ISIR processing

Course duration

4 - 6 hours

Course Description

This course covers processing Financial Aid applications. Processing FA applications is a multi-step operation performed by financial aid staff. This course allows participants to understand and participate in the various steps involved in processing applications successfully. Topics covered will include assessing need, maintaining FA term, working a student budget, managing 3Cs and any batch processes related to these topics.

Course Objectives

• Understand admin functions and manage checklists, communications and comments
• Manage financial aid terms
• Update financial aid progress units
• Manage student budgets
• Assess financial aid need

Who should take this?

• Financial aid staff responsible for preparing financial aid files in the system for awards within the college

Course duration

6 - 8 hours

Course Description

This course covers the awarding of financial aid and SAP.  Financial aid staff award financial aid and run SAP.  In the Awarding process, a user will assign checklists, calculate state aid eligibility (WCG/CBS), run NSLDS Aggregate Push for inform files (FAH/TSM), and other jobs before Mass Packaging or Manual Packaging can be completed.  This course will review the steps involved in the packaging process, and will then cover the types of packaging that exists in PeopleSoft.

Course Objectives

• Assign self-service, assigning a Shopping Sheet, and Bank Mobile Checklist
• Process Washington College Grant
• Process College Bound Scholarship
• Process NSLDS Transfer Monitoring, financial aid history
• Manage satisfactory academic progress
• Manually award an online package financial aid
• Mass package financial aid
• Manage service indicators and financial aid self-service
• Repackage, revise, and view awards
• Generate and send award notifications
• Expire and view anticipated aid
• Override, view awards and adjust aggregate limits

 Who should take this?

• Staff responsible for awarding/packaging federal and state aid, working NSLDS data (Transfer Monitoring), and running SAP, within the college

Course duration

12 - 14 hours

Course Description

This course covers the Authorizing of and Disbursing of Financial Aid. Financial Aid Staff will authorize and disburse aid using ctcLink. In the Authorizing and Disbursing process, a user will assign UEMs, run the FLF service indicator process, and view and work the authorization failure report before Mass Authorization and Disbursing Financial Aid. After Financial Aid is disbursed, a user will view Customer Accounts to verify successful posting of aid to SF, as well run a query to track Agency Funding. Finally, users will have the options to run reconciliation queries after aid is disbursed, and track student continued eligibility after Authorization and Disbursement has run.

Course Objectives

• Manage User Edit Messages (UEMs)
• Run FLF and Resolve Service Indicator Process and packaging variable updates
• Run and work Authorization Failure report
• Manually and mass authorize and disburse financial aid 
• View customer accounts after aid has been disbursed
• Understand and track agency funding process 
• Run reconciliation queries after aid is disbursed

Who should take this?

• Staff responsible for authorizing and disbursing financial aid at the college

Course duration

4 - 6 hours

Course description

This course covers the processing of Pell and Direct Loans (DL) records in PeopleSoft to COD via EdConnect. Financial Aid Staff will create and load Pell and DL origination and response files for the file transfer process between PeopleSoft and COD. During the Pell and DL inbound and outbound process, Financial Aid staff will run validation error reports to ensure record accuracy. This course also covers the loading of COD entrance and exit counseling and MPN files, and the reconciliation of Pell and DL.

Course objectives

• Process Pell payments in PeopleSoft 
• Process Pell Multiple Reporting Records (MRR) 
• MPN processing
• Process entrance Counseling 
• Process DL and PLUS in PeopleSoft 
• Assign loan communications 
• Process year-round Pell 
• Process DL Recon

 Who should take this?

• Financial aid staff responsible for processing Pell grants and direct loans
• Financial aid director

Course duration

3 - 5 hours

Course description

This course covers the Return to Title IV process in PeopleSoft.  Financial Aid Staff run the R2T4 process continually throughout the term. Within the R2T4 process, financial aid staff will process financial aid withdrawals to include federal aid changes. Staff will set service indicators, create worksheets, run queries and adjust awards.

Course objectives

• Identify R2T4 students
• Run R2T4 queries
• Process R2T4 

Who should take this?

• Financial aid staff responsible for Return to Title IV
• Financial aid director

Course duration

4 - 6 hours

Course description

This course covers state and federal financial aid reporting in PeopleSoft.  Financial Aid Officers complete the quarterly Washington College Grant Interim Report, the annual Unit Record Report, and the annual FISAP report. This course content covers running the Washington College Grant Interim report, the Unit Record Report, and the FISAP report in PeopleSoft.

Course objectives

• Run and work the quarterly Washington College Grant Interim Report
• Run and work the annual Unit Record Report
• Run and work the annual FISAP report

 Who should take this?

• Financial aid staff responsible for reporting

Course duration

3 - 5 hours

Course description

This course covers intermediate state and federal financial aid reporting in PeopleSoft.  Financial Aid Officers complete the quarterly Washington College Grant Interim Report and the annual FISAP report.  This course content covers a deeper dive into the review of common Interim report errors and troubleshooting the FISAP report in PeopleSoft. 

Course objectives

After successfully completing this course, every participant will demonstrate a basic understanding of the fundamental PeopleSoft components and processes within Absence Management

• Understand and troubleshoot common WCG Interim errors
• Understand and troubleshoot common FISAP errors

 Who should take this?

• Financial aid staff responsible for state and federal reporting

Course duration

1 - 3 hours

Course description

This course covers the FA Reconciliation in PeopleSoft.  Financial Aid office staff perform preliminary and final reconciliation every 15 days for DL and monthly for all other funds.  This course content includes the CS queries to reconcile both awards in FA and the amounts disbursed to Student Financials in PeopleSoft

Course objectives

• Run a Fund Roster for all financial aid item types.
• Run FA801 award data Item type 
• View fiscal item types page 
• Run reconciliation queries

Who should take this?

• Financial aid staff responsible for preliminary and final reconciliation (FA-SF)

Course duration

3 - 5 hours

Course description

This course covers the Reconciliation in PeopleSoft.  Financial Aid office staff perform preliminary and final reconciliation every 15 days for DL and monthly for all other funds.  This course content includes the CS queries to reconcile both awards in FA and the amounts disbursed to Student Financials in PeopleSoft, and offers a deeper dive on common reconciliation error examples you may see as you reconcile. 

Course objectives

• Troubleshoot and work common examples found in the Fund Roster
• Troubleshoot and work common examples found in the Award Data by Item Type query
• Troubleshoot and work common examples found in the Additional Reconciliation Queries

Who should take this?

• Financial aid staff responsible for preliminary and final reconciliation

Course duration

2 - 4 hours

Course description

This training course is designed for staff who work within the Human Capital Management (HCM) pillar specifically within Absence Management.

Absence Management includes schedules, entitlements, absence types and reasons, takes, absence entry, absence approvals, self-service features, and integrations. Absence Management is a rules based engine that contains no specific application rules or code. Using items called elements you are able to build absence rules that apply to your organization. The rule-based engine will process complex absence and accrual logic. You can also tailor the application for self-service transactions and modify the approval logic.

Absence Management shares the same relational data framework, user interface, reporting tools, and customization capabilities as Oracle's PeopleSoft Enterprise Human Resources. This enables Absence Management to automatically retrieve personal data, job data, and other information from PeopleSoft Enterprise Human Resources for absence processing.

Course objectives

After successfully completing this course, every participant will demonstrate a basic understanding of the fundamental PeopleSoft components and processes within Absence Management

• Enter Absences as an Administrator (Absence Event)
• Manage Results and Absence Balances (Results By Calendar Group, Review Absence and Adjust Absence Balance)
• Manage Off-Cycle Processing
• Run Custom Reports
• Enter and Process Shared Leave

Who should take this?

This course is intended for staff responsible for tracking absence, approving absence and delegating authority for absence actions within the college. This means entering absences on behalf of employees, entering/approving self-service absence requests, finalizing absence results, transferring leave time, managing off-cycle processing and generating absence reports.

Course duration

6 - 8 hours

Course description

PeopleSoft Base Benefits is used to manage employee benefits in your organization. Base Benefits is used in conjunction with customizations to manage data owned by outside organizations but viewable in PeopleSoft.

Course objectives

• Understand base benefits fundamentals
• Manage benefits
• Run reports
• Customize interfaces and processes

Who should take this?

• Staff responsible for benefits administrator tasks
• Stat responsible for payroll administrator tasks

Course duration

6 - 8 hours

Course description

The Employee Self Service module in PeopleSoft allows the user to view personal details like name, address and contact details, emergency contacts, ethnic group, disability and veteran status. It also allows the employee to track time, enter time, report leave/comp time, request an absence and view requests and time summaries. The employee has the ability to view their pay stubs and other data and control their direct deposit information. Employee benefit summary and details can also be viewed.

Course objectives

• Manage Personal Information (Personal Details Tile)
• Report Time and Payable Time (Time Tile)
• Manage and Cancel Absences, View Requests and Absence Balances (Time Tile)
• View Paychecks, Tax Withholding, W2s, Direct Deposit and Earning Statements (Payroll Tile)
• Understand Benefits Details (Benefits Details Tile)

Who should take this?

• All employees

Course duration

2 - 4  hours

Course description

HR Core functions allow you to manage positions, manage profiles, and administer and increase workforce.  This course will cover the following actions:

Course objectives

• Creating a new job code and maintaining information about jobs independent of the person performing that job
• Creating a new position, cloning an existing position, and updating a position 
• Managing a position
• Administer workforce and viewing summary workforce information
• Entering additional data in HR records
• Updating person and job information
• Terminating an employee in ctcLink
• Managing profiles tracking educational background
• Running HCM reports

Who should take this?

• HR administrator
• WorkForce administrator
• WorkForce specialist

Course duration

7 - 8 hours

Course description

HR Core functions allows you to manage positions, manage profiles, and administer and increase workforce.  This course will provide details for the following actions;

• Job effective date process (to include Short Break)
• Employee classification
• Approvals

Course objectives

• Mass update processing
• Additional job data transactions

Who should take this?

• HR administrator
• WorkForce administrator
• WorkForce specialist

Course duration

3 - 4 hours

Course description

The Manager Self Service Homepage offers role-based and function-based self-service functionality that provides managers with self-service access to information and transactions. Manager Homepage is a collection of tiles that users select to access transactions. A homepage can display different tiles on different form factors. Selecting a tile on a homepage opens the corresponding page. This page often contains a menu to allow the user access to several more transaction page. Most of the delivered tiles open Fluid pages, but a few open Classic pages. Homepage tiles can also display dynamic information. Depending on how the homepage and tiles are set up, staff may be able to choose which tiles appear on each homepage.

This course provides you with a high-level overview of which tiles are accessible through the Manager Homepage and the processes that each tile allows you to perform. As this course focuses on navigation and content, please refer to the Time & Labor and Absence Management courses for detailed information about how these pages can help you accomplish your work tasks. 

Course objectives

• Recruiting activities tile
• Approvals tile
• Delegations tile
• My team tile
• Team time tile
• CTC team time tile
• Open jobs tile

Who should take this?

• All managers

Course duration

1 - 2 hours

Course description

This training course is designed for staff who work within the Human Capital Management (HCM) pillar specifically within Payroll. PeopleSoft Payroll for North America application includes features that enable you to maintain payroll-specific data, such as tax details, additional pay, general deductions, direct deposit, and garnishments information. These features work in conjunction with the PeopleSoft Human Resources information you enter on the Administer Workforce pages and the benefit deduction data maintained in the Benefits pages.

In addition to the payroll data that is required for payroll processing, PeopleSoft also provides payroll data pages where you can maintain and override optional information concerning check distribution and payroll deductions.

The payroll system enables you to calculate gross-to-net or net-to-gross pay, manage leave accruals, and process several direct deposits for each employee.

Course objectives

• Understand the payroll for North America business processes
• Setting up employee data
• Working with PSHUP – Paysheet Holding Table
• Working with paysheets
• Performing preliminary pay calculations
• Performing final pay calculations
• Performing pay confirmation
• Performing post-confirm processing
• Adjusting employee balances
• Processing off-cycle checks

Who should take this?

• Payroll analyst
• Payroll administrator
• Payroll assistant
• Payroll tax administrator
• Payroll tax analyst

Course duration

8 - 10 hours

Course description

This course will walk through the steps of creating a position to preparing to hire an applicant.  Topics will include: creating a job opening, searching and applying for jobs, managing job openings, managing interviews, the interview evaluation process and preparing to hire. Each section we will explore entering valid values through the system to prepare data for HR Core activities.

Course objectives

• Create a job opening
• Approve job openings
• Manage job openings and applicants
• Manage interviews
• Prepare and approve job offers
• Prepare to hire applicant
• Recruiting insight (TAM reports)

Who should take this?

• Staff responsible for recruitment activities
• Human resources administrators
  • HR manager
  • Talent acquisition manager

Course duration

4 - 5 hours

Course description

This training course is designed for staff who work within the Human Capital Management (HCM) pillar specifically within Time and Labor.

Time and Labor provides complete control over tracking employee time and labor. It enables you to create schedules for employees, track employee time, and approve time.

You can use Time and Labor to edit and approve time. In addition, you can produce reports and adjust time reported in prior periods.

PeopleSoft Time and Labor is integrated with PeopleSoft Human Resources, Payroll, and Absence Management allowing you to access and use employee and payroll information during the Time and Labor process.

Course objectives

• Understanding time and labor fundamentals
• Approve and manage time
• Use self-service components
• Use manager self-service components
• Run reports

Who should take this?

This course is intended for staff responsible for Time and Labor Administrators and Absence Management Administrators within the college.

This includes Time Administration, reporters, or other staff who understand T&L concepts and practices, approving and managing time sheets and reports, using self-service components for time reporting and generating T&L reports.

Course duration

4 - 5 hours

Course description

Higher-education institutions need to set maximum limits on the workload that is assigned to faculty and other individuals. These institutions also need to track and report actual workload assignments. To accommodate these needs, there is a feature called Faculty (Instructor) Workload, which performs full-time equivalency tracking. 

The Faculty Workload (FWL) feature enables you to monitor the instructional and non-instructional workload for selected faculty, instructors, and staff. This feature enables you to define workload limits for groups or individuals. In addition, you can define multiple types of instructional and non-instructional work assignments, using different workload standards for each type of assignment. You can have separate workload upper limits for part-time and full-time individuals and can set automated controls that prevent workload assignments beyond those limits. 

The PeopleSoft system automatically updates full-time equivalency workload values when you enter data on the class scheduling pages. You can also use a background process to copy workload data from one term to another, to update term workload records, or to produce a simple report.

Course objectives

• Assigning instructor work
• Calculate and review contract pay
• Generate contract
• Submit contract for approval
• Send faculty pay to HCM

Who should take this?

• Staff responsible for class scheduling
• Staff responsible for HR/payroll tasks

Course duration

5 - 7 hours

Course description

The PeopleSoft system automatically updates full-time equivalency workload values when data is entered on the class scheduling pages.  In this course you will learn how to enter valid values for the class scheduling pages, use tables (including the Instructor/Adviser table) and work with pro-rate contracts that have "special circumstances". 

Course objectives

• Participants will gain knowledge to be able to effectively process class adjustments for faculty workload in PeopleSoft
• Effectively use tables and options in the Schedule Class Meetings section of PeopleSoft 
• Add approved courses to an instructor using the Instructor/Advisor Table
• Work with pro-rate contracts with special circumstances

Who should take this?

• Staff responsible for faculty contracts and scheduling

Course duration

2 - 3 hours

Course description

This course will go through the various processes designed to assess student tuition and fees including tuition calculation components. This course will also review the steps required to apply waivers to student accounts to offset tuition charges.

Course objectives

• Understand the Tuition Calculation page
• Calculate and view tuition for students
• Understand and process waivers/adjustments
• Assign fees and recalculate tuition
• Complete the enrollment cancellation process
• Understand common calculation errors

 Who should take this?

• Bursar
• Head/Lead Cashier
• Cashier roles within the college

Course duration

3 - 5 hours

Course description

This course will go through processes which occur in the ctcLink Cashier’s Office module. The cashiering office collects and tracks a large number of transactions on a daily basis. With the Student Financials cashiering program, you can perform a variety of transactions quickly, securely, and accurately. 

Course objectives

• Open a cashiering office   
• Process student and corporate payments/charges 
• Generate departmental receipts 
• Close the cashiering office
• Reopen a cashiering office and void receipts

Who should take this?

• Bursar
• Head/Lead Cashier
• Cashiers
• Staff that take money and/or apply charges

Course duration

3 - 4 hours

Course description

This course will review how to Post, Stage, and Deliver different types of refunds including financial aid, Accounts Payable (AP) checks, and credit cards. Topics addressed will include student/corporate refunds by AP Check or credit card (CyberSource), financial aid through BankMobile, and reversing refunds. 

Course objectives

• Understand the Refund processing order
• Understand how to Post Financial Aid awards through Student Financials
• Understand how to process an Individual and Corporate Refund
• Understand the Batch Refund Page
• Understand how to send Refunds via the Bank Mobile Interface
• Understand how to send Refunds via Accounts Payable
• Understand how to send Refunds via ePayments (CyberSource)
• Understand how to Reverse a Refund for a Student

Who should take this?

• This course is intended for staff responsible for posting Financial Aid awards via Student Financials and who create and send Refunds to students and Corporate entities.

Course duration

3 - 4 hours

Course description

This course will go through the steps required to create and assign students to a Payment Plan.

Payment Plans allow students to pay tuition and fees in installments throughout a given term. Using Payment Plans offers students the flexibility of paying their education expenses over a period of time rather than in one large payment. With Student Financials, you have three types of Payment Plans: calculated, existing, and lump sum.

Course objectives

• Create and copy a payment plan
• Assign and cancel a student to/from a Payment Plan
• Post payments, reconcile, and recalculate Payment Plans

Who should take this?

• Staff that take money and process Payment Plans in ctcLink

Course duration

2 - 3 hours

Course description

This course will go through the various processes needed to manage Third-Party Contracts.   The course will include details on billing Third-Party Contracts, processing payments, and issuing refunds to Corporate Accounts.

Course objectives

• Create and copy Third-Party Contract
• Assign a student to a Third-Party Contract
• Cancel students from a Third-Party Contract
• Recalculate a Third-Party contract
• Create Third-Party invoice
• Post a Third-Party payment
• Refund a third party

Who should take this?

• Staff that take money, refund money, process third-party billing (sponsorships)

Course duration

4 - 5 hours

Course description

This course contains the concepts and processes relating to student billing, collections, past due interest, and write-offs. It will also cover functionality to track the efforts the institution has taken to collect past due accounts.

Course objectives

• Understand what Collections is
• Generate a Student Statement
• Understand and Process Enrollment Cancellation
• Run and Review Credit History
• Process Batch and Individual Collections
• Run the 3C Engine for Collections Communications
• Understand the Collection Communication Generation Process
• Review and Print Collection Communications
• Create a Collection Agreement
• Process and Reverse a Student Write-Off

Who should take this?

This course is intended for staff responsible for student collections (Student Financials Collections Processors) within the college.

Course duration

4 - 5 hours

Course description

This course will go through the necessary steps required each term to enable tuition calculation. It also includes the configuration that is required for 1098-T processing on an annual basis. Topics addressed will include updating tuition calculation controls, copying and updating fees to a new term, updating 1098-T, copying calendars, updating term defaults, updating master fee schedules, copying payment plans, and understanding Item Types. 

Course objectives

• SF term default
• Adjustment calendars
• Billing and due calendars
• Tuition calculation controls
• Term fees
• Min/max fees
• Transaction setup
• Class/course list fees
• Optional fees
• 1098-T taxes
• Total tuition schedule
• Item type understanding
• Item Type Priority
• Second Journal Set (SJS)
• Recon SF to GL

Who should take this?

This course is intended for staff with roles like bursar, cashier, A/R, A/P, and anyone else interested in how the  Student Financials area operates.

Course duration

3 - 4 hours

Course description

The Cross-Pillar GDA course is the prerequisite to all other GDA courses.  It is the first step to help you understand what Global Design Adoption (GDA) means and how it relates to the overall framework for business processes and conversion activities. 

This course is the first step in providing you the information necessary to understand what Global Design Adoption (GDA) means and how it relates to the overall framework for Business Process Fit/Gap (BPFG) and conversion activities.

This Cross-pillar Global Design Adoption course is required for anyone attending BPFG sessions in the future. The first module of the course introduces you to the global design adoption process, a slide deck presentation and an overview video.

After completing the Introduction module, you will be sent to the PeopleSoft Person Record module where you will gain insight into how the Human Capital Management (HCM) pillar and Campus Solutions (CS) pillar work together to establish valuable Bio/Demo information.

Once both modules are complete, you will want to enroll in pillar specific global design adoption courses that encompass several GDA modules within. The successful completion of all GDA modules is required prior to attendance of the BPFG session(s). The corresponding BPFG sessions are outlined within each GDA module.

Course objectives

• Introduction to the global design adoption process
• Understand how the Human Capital Management (HCM) pillar and Campus Solutions (CS) pillar work together to establish bio/demo information
• Direct participants to additional pillar specific GDA courses

Who should take this?

• Any staff member attending BPFG sessions in the future

Course description

This course offers CS Core related modules that are prerequisites for upcoming Business Process Fit/Gap (BPFG) sessions. As a lessons learned from earlier deployment groups (DG2/3/4/5), the project team is strongly encouraging SMEs to complete all components/modules within this CS Core GDA course that pertains to their college area of expertise. This will highly prepare SMEs for their upcoming DG6 BPFG sessions.

Course objectives

• Academic Structure
• Installation Settings
• Student Self-Service
• Transcripts
• Online Admissions Application (OAA)

Who should take this?

• Any staff member attending Campus Solutions related BPFG sessions in the future

Course description

This course offers Finance related modules that are prerequisites for upcoming Business Process Fit/Gap sessions. As a lessons learned from earlier deployment groups (DG2/3/4/5), the project team is strongly encouraging SMEs to complete all components/modules within this Finance GDA course that pertains to their college area of expertise. This will highly prepare SMEs for their upcoming DG6 BPFG sessions.

Course objectives

• Chart of Accounts Basics
• Finance is the Center of the Universe
• General Ledger
• Commitment Control
• Asset Management
• Treasury
• Purchasing and Accounts Payable
• Travel and Expense
• Grants, Project Costing and Customer Contracts
• Billing and Accounts Receivable

Who should take this?

• Any staff member attending Finance related BPFG sessions in the future

Course description

This course offers Finance related modules that are prerequisites for upcoming Business Process Fit/Gap sessions. As a lessons learned from earlier deployment groups (DG2/3/4/5), the project team is strongly encouraging SMEs to complete all components/modules within this Financial Aid GDA course that pertains to their college area of expertise. This will highly prepare SMEs for their upcoming DG6 BPFG sessions.

Course objectives

• Application Processing/SNG/College Bound Scholarship
• Awarding & Packaging
• Disbursement/Loans
• Pell, State & Fed Reporting, SAP & Return of Title IV/Work Study Reconciliation

Who should take this?

• Any staff member attending Financial Aid related BPFG sessions in the future

Course description

This course offers Finance related modules that are prerequisites for upcoming Business Process Fit/Gap sessions. As a lessons learned from earlier deployment groups (DG2/3/4/5), the project team is strongly encouraging SMEs to complete all components/modules within this Human Capital Management GDA course that pertains to their college area of expertise. This will highly prepare SMEs for their upcoming DG6 BPFG sessions.

Course objectives

• Absence Management
• Benefits
• Payroll Setup and Processing
• Time & Labor
• Talent Acquisition Manager

Who should take this?

• Any staff member attending Human Capital Management related BPFG sessions in the future

Course description

This course offers Finance related modules that are prerequisites for upcoming Business Process Fit/Gap sessions. As a lessons learned from earlier deployment groups (DG2/3/4/5), the project team is strongly encouraging SMEs to complete all components/modules within this Student Financials GDA course that pertains to their college area of expertise. This will highly prepare SMEs for their upcoming DG6 BPFG sessions.

Course objectives

• Student and Third-Party Invoice Template Design
• Student Financials Item Types and Account Types

Who should take this?

• Any staff member attending Student Financials related BPFG sessions in the future