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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 (CMSHR17A)

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 Data Entry & Approval (CMSCFS1)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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

 IT: ERP CFS Budget Transfer Entry & Approval (CMSCFS2A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

Course Availability: Online

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

  • Create a budget transfer
  • Approve a budget transfer

 IT: ERP CFS Finance Approval (CMSCFS3)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

Course Availability: Classroom

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

  • Approve a requisition
  • Approve a budget transfer

Human Resources

 IT: ERP Basics Online Presentation (CMSHR17A)

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 (CMSHR27A)

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 (CMSHR25A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)
  • IT: ERP HR Absence Management for Employees (CMSHR27A)

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 (CMSHR26)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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: Online Course Student Worker Lecture 8.9 (CMSHR14A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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: Roster, CWID, Query Online class (CMSHR06A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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: Temp Faculty Baseline (CMSHR24A)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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: Labor Cost Distribution (LCD) (CMSHR21a)

Course Pre-requisites:

  • IT: ERP Basics Online Presentation (CMSHR17A)

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: Campus Solutions Basics (CMSSA1)

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: Campus Solutions FERPA (CMSSA0)

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: Applicant Inquiry View Only (CMSSA4A)

Course Pre-requisites:

  • Campus Solutions Basics (CMSSA1)
  • Campus Solutions FERPA (CMSSA0)

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 Class Schedule Overview (CMSSA3A)

Course Pre-requisites:

  • Campus Solutions Basics (CMSSA1)
  • Campus Solutions FERPA (CMSSA0)

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: SR-Enrollment Verification Online (CMSSA84A)

Course Pre-requisites:

  • Campus Solutions Basics (CMSSA1)
  • Campus Solutions FERPA (CMSSA0)

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: SR-Student Records - Permissions U (CMSSA70A)

Course Pre-requisites:

  • Campus Solutions Basics (CMSSA1)
  • Campus Solutions FERPA (CMSSA0)

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) (CMSCFS4A)

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 (CMSCFS5)

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