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California State University, Fullerton

Course Catalog

PeopleSoft/CMS

PeopleSoft/CMS is a common suite of Oracle Enterprise applications in a shared data center with a supported data warehouse infrastructure. CSU Fullerton has implemented the Human Resources, Finance, and Campus Solutions/Student Administration applications on campus.

How PeopleSoft Training Works

Finance CFS

 IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Know the process for gaining access to CMS
  • Know how to access CMS
  • Know whom to contact for training and support

  IT: ERP CFS Requisition v9.2 (ilt_CSUF_CMS300)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availability: Classroom

Upon completion of this course, the user will be able to:

  • Create, copy, cancel, and print a requisition
  • Send a requisition for approval
  • Approve a requisition
  • Print a purchase order
  • View Purchasing Reports

  IT: ERP CFS Requisition Approval Online Course (CSUF_CMS302A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availability: Online

Upon completion of this course, the user will be able to:

  • Approve a purchase requisition
  • Troubleshoot approving a purchase requisition

Human Resources

 IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Know the process for gaining access to CMS
  • Know how to access CMS
  • Know whom to contact for training and support

 IT: ERP HR Absence Management for Employees (CSUF_CMS206A)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Report their absences/fill out their timesheet
  • View their available leave balances

 IT: ERP HR Absence Management for Timekeepers (CSUF_CMS204A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)
  • IT: ERP HR Absence Management for Employees (CSUF_CMS206A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Review and validate employee absences
  • View employee leave balances
  • Run Absence Management reports

 IT: ERP HR Absence Management for Managers (CSUF_CMS205A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Approve absences for employees that report to them
  • View employee leave balances
  • Run Absence Management reports

  IT: ERP HR Student Worker Online Course (CSUF_CMS201A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Hire student workers
  • Process student worker timesheets
  • View student worker job roster

  IT: ERP HR Roster, CWID Search, and Query Online Course (CSUF_CMS200A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • View staff, faculty, management, and student worker job rosters
  • Use CWID Search to look up individual's job information
  • Use Query function

  IT: ERP HR Temp Faculty Baseline Online Course (CSUF_CMS203A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Process part-time faculty, teaching associate, and graduate assistant contracts
  • View faculty job roster

  IT: ERP HR Labor Cost Distribution (LCD) Online Course (CSUF_CMS202A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CSUF_CMS101A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • View Employee Funding Roster, Department Position Roster, Department Funding Roster, and various other LCD reports

Student Course Catalog

  IT: ERP CS Basics Online Course (CSUF_CMS401A)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Know the process for gaining access to CMS
  • Know how to access CMS
  • Know whom to contact for training and support

  IT: ERP CS FERPA Online Course (CSUF_CMS400A)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Know the privacy restrictions imposed by the Family Educational Rights and Privacy Act (FERPA) and what information may and may not be released

  IT: ERP CS Applicant Inquiry View Only Online Course (CSUF_CMS404A)

Course Pre-requisites:

  • IT: ERP CS Basics Online Course (CSUF_CMS401A)
  • IT: ERP CS FERPA Online Course (CSUF_CMS400A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • View applicant information
  • View Student Self-Service (Student Center)
  • View Holds and Student To-Do List
  • View student application status

  IT: ERP CS Course Catalog and Class Schedule Online Course (CSUF_CMS403A)

Course Pre-requisites: 

  • IT: ERP CS Basics Online Course (CSUF_CMS401A)
  • IT: ERP CS FERPA Online Course (CSUF_CMS400A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • View Course Catalog
  • View Schedule of Classes
  • Update sections of a class
  • Adjust Class Associations
  • Search for a class

  IT: ERP CS Enrollment Verification Online Course (CSUF_CMS405A)

Course Pre-requisites:

  • IT: ERP CS Basics Online Course (CSUF_CMS401A)
  • IT: ERP CS FERPA Online Course (CSUF_CMS400A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • View Service Indicators (holds)
  • View a Student Plan and Sub-Plan
  • View a Student Enrollment Summary by Term

  IT: ERP CS Permissions U Online Course (CSUF_CMS402A)

Course Pre-requisites:

  • IT: ERP CS Basics Online Course (CSUF_CMS401A)
  • IT: ERP CS FERPA Online Course (CSUF_CMS400A)

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Assign Student-Specific Permissions

Data Warehouse

  IT: ERP CFS Purchasing Reports Online Course (CSUF_CMS304)

Course Pre-requisites: None

Course Availablility: Online

Upon completion of this course, the user will be able to:

  • Access and run Purchasing reports in the campus Data Warehouse

  IT: ERP CFS Revenue/Expense Reports (ilt_CSUF_CMS304)

Course Pre-requisites: None

Course Availablility: Classroom

Upon completion of this course, the user will be able to:

  • Access and run Revenue/Expense Reports in the campus Data Warehouse