Slide Slide 11 of 45 of 45

Using Student Data In PeopleSoftUsing Student Data In PeopleSoft

Welcome!Welcome!

This class is for advisors who will use student This class is for advisors who will use student data in PeopleSoft to advise their students data in PeopleSoft to advise their students • Fall 2007 Data• Same STUDENT data you look at in SIS

Slide Slide 22 of 45 of 45

Class MechanicsClass Mechanics

• Class will run about 3 hours. Class will run about 3 hours.

• Sign in SheetSign in Sheet

• You should have: You should have: • Participant Manual• Evaluation Survey

• There is a 30 minute presentationThere is a 30 minute presentation

• The rest of the time will be hands on The rest of the time will be hands on practice in the system practice in the system

Slide Slide 33 of 45 of 45

Participant ManualParticipant Manual

Four sections:Four sections:• Training Manual Training Manual (supports the presentation)(supports the presentation)

• Practice ExercisesPractice Exercises

• Business Process GuideBusiness Process Guide

• Job AidsJob Aids

Slide Slide 44 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 55 of 45 of 45

Academic Structure Academic Structure

TM pg 7

Slide Slide 66 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 77 of 45 of 45

Benefits to PeopleSoftBenefits to PeopleSoft• You and the student see the same screenYou and the student see the same screen• Everything is in EnglishEverything is in English• Information is logically groupedInformation is logically grouped• History of program/plan changes is keptHistory of program/plan changes is kept• Weekly Schedule view Weekly Schedule view • Clearing students for (or holding them from) Clearing students for (or holding them from)

enrollment is easier and more descriptiveenrollment is easier and more descriptive• Schedule of classes retains historical and global Schedule of classes retains historical and global

changeschanges• System will carry student’s ID number from System will carry student’s ID number from

screen to screen. screen to screen.

Slide Slide 88 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 99 of 45 of 45

Login To PeopleSoftLogin To PeopleSoft

https://hrsa.oasis.asu.edu/https://hrsa.oasis.asu.edu/

TM pg 3

Slide Slide 1010 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 1111 of 45 of 45

MenuMenu

THE HOME PAGETHE HOME PAGE

TM pg 5

Slide Slide 1212 of 45 of 45

MenuMenu

TM pg 6

Slide Slide 1313 of 45 of 45

SearchSearch

TM pg 11

Slide Slide 1414 of 45 of 45

SearchSearch

TM pg 13

Slide Slide 1515 of 45 of 45

Student Services CenterStudent Services Center

TM pg 13

Slide Slide 1616 of 45 of 45

Student Services CenterStudent Services Center

TM pg 13

Slide Slide 1717 of 45 of 45

Student Services CenterStudent Services Center

TM pg 13

Slide Slide 1818 of 45 of 45

Student Services CenterStudent Services Center

TM pg 13

Slide Slide 1919 of 45 of 45

Student Services CenterStudent Services Center

TM pg 13

Slide Slide 2020 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 2121 of 45 of 45

Set User DefaultsSet User Defaults

Slide Slide 2222 of 45 of 45

Set User DefaultsSet User Defaults

Slide Slide 2323 of 45 of 45

Set User DefaultsSet User Defaults

Slide Slide 2424 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure and Terminology• Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 2525 of 45 of 45

Set FavoritesSet Favorites

Slide Slide 2626 of 45 of 45

Set FavoritesSet Favorites

Slide Slide 2727 of 45 of 45

Other Advising ClassesOther Advising ClassesAdvisor 101 – Hands OnAdvisor 101 – Hands On

Use the student services center to see data about the Use the student services center to see data about the student, set service indicatorsstudent, set service indicators

Advisor 201 – Hands OnAdvisor 201 – Hands OnMACS, Cohort reg, milestones and permissions overridesMACS, Cohort reg, milestones and permissions overrides

Program/Plan Change – Hands OnProgram/Plan Change – Hands OnFor those that change a student’s plan or programFor those that change a student’s plan or program

Permissions OverridesPermissions Overrides How to give permission Overrides, but don’t do the rest of How to give permission Overrides, but don’t do the rest of the stuff in 201.the stuff in 201.

Reserve CapacityReserve CapacityFor scheduler managersFor scheduler managers

FacultyFaculty Training available in JanuaryTraining available in January

Slide Slide 2828 of 45 of 45

AgendaAgenda

Finding Student Data in PeopleSoftFinding Student Data in PeopleSoft• Academic Structure and Terminology• Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Hands-On Exercises

Slide Slide 2929 of 45 of 45

To be deletedTo be deleted

Slide Slide 3030 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure • Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps

Slide Slide 3131 of 45 of 45

Finding Student DataFinding Student DataNow we’re going to go find data in Now we’re going to go find data in

PeopleSoft.PeopleSoft.The Student services page is where the data The Student services page is where the data

resides – it is split into 7 tabs.resides – it is split into 7 tabs.We will go through each tab, and show you We will go through each tab, and show you

where to find what data. where to find what data. Find these two items in your Training manual: Find these two items in your Training manual: 1)1) The business Process GuideThe business Process Guide2)2) The “Where to Find Student Data” job aidThe “Where to Find Student Data” job aid

Slide Slide 3232 of 45 of 45

AgendaAgendaFinding Student Data in PeopleSoftFinding Student Data in PeopleSoft

• Academic Structure and y• Benefits to PeopleSoft• Log in• Menus• Finding Student Data• Caveats • Setting User Defaults• Setting Favorites• Ongoing Support• Next Steps