ctcLink Learning Opportunities & Support Roundup: Feb. 12, 2025

To plan further ahead or find the latest learning opportunities, as well as notices of cancellation or schedule changes, see the complete calendar at the ctcLink Training & Learning Opportunities Registration page or on the SBCTC meetings and events calendar (apply filters). 

 

Learn about how to register, badging opportunities, and more at the Professional & Personal Development Workshops page.

Registering for the workshops is easy!

1. Visit the SBCTC meetings and events calendar
2. Filter by "CTC Professional Development » Personal & Professional Development Suite"
3. Click "Sign up" button to enroll

 

Travel & Expense Process Alignment Taskforce

The inaugural Process Alignment Taskforce, focused on Travel & Expense, has been meeting weekly since Jan. 14, 2025, with a goal of early April to wrap up its work. They are diving into data and processes to gain insight into processes and practices to work toward best practices for systemwide adoption.

Activity update

The group discussed processes related to the Travel Employee Profile. Travel administrators (admins) are prompted to update the Travel Employee Profile either at the time of hire or later when the employee starts to travel. Some have employees reach out before they travel to get their information updated, which is documented in their training materials. Some get notified by HR. While, ideally, updates would be identified early, there are challenges with trying to get the Travel Employee Profile set up at the time of hire. The group discussed having regular (e.g., monthly) checks via query to identify those that need their profile updated.

Other topics discussed include:

Default ChartField Values  

The travel admin must update the Operating Unit. It is best practice to leave the rest of the default chartstring blank or leave it up to college discretion.  

Employees cannot update their own default chartstring. There is only one default chartstring option on this page, and it would be carried over to all travel document forms. Therefore, it's recommended to only fill in the Oper Unit.  

Cash advance chartstrings 

There was conversation about the chartstring required for cash advances specifically. Cash advances cannot use state or grant funds (policy compliance). The group agreed to global chartfields: Fund 790 Class 285 Dept 98389 for cash advances. That can be updated in the cash advance forms.  

This may impact the approver, since Teri Sexton is set as the budget manager for this Dept ID. Members suggested that if colleges use cash advance without a TA (e.g., athletics purposes), they can document approvals with their attached documentation. For cash advances created with a TA, the TA chartstring would trigger the approval workflow, which would have the appropriate Dept ID.  

Transportation information

Privately owned vehicle (POV) information gets filled in. It is required to prove insurance each year—how is everyone doing that? Some colleges (e.g., Yakima Valley) have employees attest to it in their pre-travel documentation. Further discussion is needed around this topic.

Bank accounts

There is a mix of colleges using Automated Clearing House (ACH) vs. System Check payment. No discussion yet on which method is recommended. It was discussed that the payroll bank information should be used for bank accounts. There are options to add more bank accounts. Further discussion is needed around this. Corporate Card is a future topic as well.  

About the taskforce

Travel & Expense Process Alignment Workgroup (PAW) Taskforce Lead, Lia Homeister, Director of Institutional Research & Effectiveness and ctcLink College Leader at Renton Technical College, is heading up this inaugural effort, along with PAW college volunteers and SBCTC IT/ctcLink staff support.

Twenty-two colleges and SBCTC submitted nominations for nine taskforce positions to work on behalf of all 34 community and technical colleges.

• Bellingham Technical College, Becky Cox, Confidential Administrative Assistant
• Everett Community College, Arega Tesfaye, Fiscal Analyst 3
• Green River College, Jennifer Warden, Travel & Expense Administrator (Fiscal Analyst 2)
• Olympic College, Christopher Pitman, Subject Matter Expert
• Renton Technical College, Jessica Briggs, Pre-pay Auditor / Travel Admin
• Seattle Colleges, Heather Emlund, Operations Manager, Finance and IT
• Skagit Valley College, Miranda Brown, Finance SME
• State Board for Community and Technical Colleges, Teri Sexton, Director of Accounting & Business Services
• Yakima Valley College, Angela Garza, Director of Business & Accounting Services

Their individual contribution will help all of us to streamline processes and to improve our use of ctcLink as a system.

About the Process Alignment Workgroup Project

Learn more about PAW at the ctcLink Reference Center:

• Process Alignment Workgroup Project Information
• Process Alignment Workgroups
• Alignment Methodology
• Key Guiding Principles
• Process Alignment Workgroup (PAW) Representation
• Current process alignments

PAW Report to WACTC Technology Committee

During the January WACTC-Tech meeting, Jason Hetterle provided an update on the PAW team’s work on travel and expense processes to date:

• Reviewed the progress on travel and expense process improvement.
• Task force selected and began orientation. Plans to gather feedback from all colleges regarding utilization. Reviewing security roles, data queries, and system configurations.

Action Items

• Continue engagement with colleges.
• Develop policy recommendations for standardization.
• Monitor progress through the dashboard.

Highlights

• Broad representation across colleges in the task force.
• Initial alignment and structure completed.
• Utilization review is in progress to assess how colleges are implementing travel and expense policies.
• A standardized configuration recommendation is being developed.
• A survey is planned to gather additional input from colleges.
• Dashboard for tracking progress under development.

ctcLink Alert: ctcLink Production Environment – Server Maintenance

On Saturday, Feb. 22, 2025, from 7 to 9 a.m. SBCTC will be installing important Oracle patches. The entire ctcLink production environment will remain offline during the maintenance window.

Users logging into ctcLink will be directed to an offline notice with links to college Canvas sites.

Canvas will not be impacted.

Are You Receiving ctcLinkAlerts?

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

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

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

It’s each college’s choice who to include, but typically colleges include their local ctcLink leadership, local ctcLink committee or taskforce members, key subject matter experts, IT, Help Desk, and PIO.

How to Check the Status of an Enhancement Request

The ctcLink Customer Services Teams have documented all Enhancement Request (ER) forms submitted.

The ctcLink Enhancement Request Status lists are updated the first and third Wednesday of each month to align with the ctcLink Working Group calendar.

You can see where each Enhancement Request is in the governance review process, approval status, and/or any other actions taken in a couple of different views.

High-Level Summary At-a-Glance

The Full Enhancement Request List is sorted by status.

CS Core Learning Opportunities

CS Core Training

CS Core Trainings, a valuable learning opportunity, are held on the third Wednesday of every month from 8:30 a.m. to 10 a.m. The dates may change, and notifications will be sent in advance. The CS Core training alternates between refreshers and different process approaches. We highly value your participation and welcome all end-users to attend these training courses. You can find details about upcoming meetings on the SBCTC Calendar, CS Core Weeklyish CORErespondence, and CS Core listserv. Please visit the QRG Campus Solutions Learning Opportunities Recordings for a list of previous recordings.

CS Core Training: Graduation Tracking and Processing

Wednesday, Feb. 19, 2025, 8:30 – 10 a.m., Learn more and join the session

Join us for an in-depth training session on the Graduation Processing functionality within ctcLink. This session will explore the Student Program Plan Stack, the core component that manages student records and determines term activation and enrollment eligibility. You'll learn how the stack evolves as students progress, ultimately recording essential graduation information upon completion.

We will also navigate the ctcLink Student Homepage, highlighting the Academic Progress tile where students can view their eligible programs and terms for graduation, submit online applications, and receive confirmations. Additionally, we'll demonstrate how credential evaluators can utilize the Graduation Tracking Search page to efficiently review new graduation applications, update statuses, and add relevant notes.

This training provides you with the knowledge and tools to effectively manage graduation processing for a smooth and accurate experience for both students and evaluators.

Module(s): Records and Enrollment

Primary Audience: Records staff

Related QRGs: Awarding Degrees and Graduation Chapter

Prerequisite Course(s): SR106: Credential Management - End of Term & Graduation

CS Core Training: Term Withdrawals

Wednesday, April 9, 2025, 8:30 – 10 a.m., Learn more and join the session

Join us for an essential training session to ensure your college accurately records term withdrawals and maintains compliance with reporting requirements.  Your participation is vital to ensure compliance and seamless reporting.

This training will guide you through the Term Withdrawal process, which is crucial for:

• Accurately recording student withdrawals for Financial Aid offices.
• Meeting National Student Clearinghouse (NSC) reporting requirements.

Key Highlights:

• Understanding the Term Withdrawal process post-census date.
• Learning to record dates for students who withdraw from all classes, resulting in zero units.
• Clarifying that this process applies only to full-term withdrawals and excludes partial course withdrawals.

Module(s): Student Records

Primary Audience: Staff involved with the Term Withdrawal process.

Related QRGs: Processing Term Withdrawals, Processing Term Withdrawals to Recognize 100% Refunds

Prerequisite Course(s): SR102 Beginning of Term Processes

CS Core Training: Processing Deceased Students

Wednesday, May 21, 2025, 8:30 -10 a.m., Learn more and join the session

Join us for a thoughtful and informative training session designed to guide you through the sensitive process of managing records for deceased students with professionalism, empathy, and adherence to institutional policies.

Topics:

• Systematic steps to handle deceased students' records respectfully.
• Best practices for institutional compliance.

This training aims to equip you with the knowledge and tools to navigate this responsibility with care and confidence.

Module(s): Student Records

Primary Audience: Records Staff

Related QRGs: Processing a Deceased Student Record, Entering Decedent Data

CS Core Work Sessions

Campus Solutions (CS) Core Work Sessions, open to ALL end users, are generally held the first Thursday of each month, from 1 to 3 p.m., but may be offered on an alternative schedule (e.g., to accommodate holidays).

The CS Functional Support team facilitates, alternating between functional team delivered content and college user delivered content with functional team support. Each meeting includes time for colleges to ask questions about other topics or service tickets.

In 2025, CS Core Work Sessions will:

• Include community engagement within each session (rather than have a formal, predetermined college panel).  As possible, we will post the anticipated questions ahead of time so that you can be prepared.
• Dedicate at least the last half hour (2:30-3:00 pm) to Open Q&A. 
• If the scheduled session ends early and all related questions have been answered, Open Q&A will begin (i.e., it may begin earlier than 2:30 but will begin no later than 2:30)

Find details on the SBCTC Calendar and in the CS Core Weeklyish COREspondence (sent on Fridays to the CSSupport listserv).

Core Sessions: College System & SBCTC Calendar

Coming up next!

Join us for Leveraging Available Resources, the first CS Core work session of 2025!

PeopleSoft is used internationally, and we benefit from the WORLD (literally) of existing resources, experience, and knowledge. The configuration of our instance of PeopleSoft, ctcLink, is customized for our system and SBCTC has developed additional resources to support ctcLink users specifically.  But it doesn’t matter how many resources exist if you don’t know how, or where, they are!

Join us for this session and we’ll teach you how to find the answers you need.

• Knowledge sharing (questions we’ll invite all participants to answer):
• Did you know that SBCTC’s membership covers college users?
• How many people have accessed HEUG?
• How do you introduce and promote resources on your campus? 

Questions? Contact CS Core Support.

 

Q&A Session: Foreign Currency Correction (ER 308)

Wednesday, Feb. 19, 2025, 1-2 p.m., Join Session (Note: This session will be recorded and distributed after the session)

The Q&A session is optional, but colleges users in the finance module (particularly Accounts Payable, and General Ledger) are encouraged to attend.

The Finance Team plans to implement a correction to the Foreign Currency set-up (Enhancement Request 308) in ctcLink production on Thursday, Feb. 20, 2025. In this session we will walk you through the changes to the foreign currency set-up and explain how it might impact you.

The currency options have been updated in the following areas to properly reflect currency use:

• General Ledger Definition
• Ledger for Unit
• Define Journal Source

This error was discovered in Accounts Payable, but because this set-up is Global, we also reviewed other modules and pillars for unanticipated results.

Please reach out to Brandy Eismon or Shon Dicks-Schlesinger if you have any questions or concerns about the new enhancements. 

FIN Learning Opportunities

Travel and Expenses Q&A Drop-In

Recurring every SECOND Monday of the month, 11 a.m. to noon, join us for a collaborative, interactive and troubleshooting drop-in support session on everything Travel and Expenses. This session is not recorded, unless otherwise noted.

• 11 – 11:30 a.m., Training: Come learn or share something new.
• 11:30 a.m. - 12 p.m., Q&A: Please come with your questions or issues and be ready to share your screen.

FIN Work Session: Grants/Projects Q&A Drop-In Sessions

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

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

Need help with setting up FY25 grants? Feel free to reach out to Michele Rockwell, MSML, ctcLink Finance Functional Analyst.

You are invited to drop in with any questions related to grants and projects at the open Q&A sessions.

FIN Work Session: Asset Management Q&A

Every third Tuesday from 11 a.m. to noon, join the ctcLink Finance Customer Support team for a collaborative, interactive and troubleshooting drop-in session on all things Asset Management.

• 11 – 11:30 a.m., Training: Come learn or share something new.
• 11:30 a.m. - 12 p.m., Q&A: Please come with your questions or issues and be ready to share your screen.

Some examples of topics:

• Tagging Active Assets
• Excel to CI Asset Upload
• Processing issues
• General questions

Finance (FSCM) College Users Production Support Meetings

Meetings are held every Tuesday, from 2 to 3 p.m.

These sessions are open to ALL Finance (FSCM) end users. The ctcLink Finance Customer Support team provides updates on Service Tickets, PeopleSoft enhancements, and open forum time to ask questions or request future topics.

The ctcLink Finance Subject Matter Experts list received a calendar invitation to Upcoming Finance Users Production Support meetings.

Didn’t get the invitation? Reach out to Shon Dicks-Schlesinger, Associate Director of Finance Functional Support.

Monthly Student Finance/General Ledger SF/GL Open Forum

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

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

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

ctcLink Accounting Team: Reconciliation & Open Q&A Sessions

Every Thursday, 10 to 11 a.m., join the ctcLink Accounting Team for weekly work sessions aim to provide accounting support and guidance in regarding but not limited to the various reconciliation topics and processes. We will cover a specific topic(s) and then move to open Q&A.

 

Financial Aid Support Update

Known FAFSA Issues QRG

SBCTC continues to update the FAFSA Simplification 2024-2025 Known Issues in ctcLink QRG.

Please check back with this document at least once a week. New bug findings are being added as we find them. This document contains the issue at hand, potential workarounds, and timelines expected to resolve the issues.

FA Learning Opportunities

Financial Aid Training

Loan Exit Counseling Processing (Intermediate Level)

Tuesday, Feb. 18, 2025, 9 - 10:30 a.m., Learn more and join the session

Loan processing staff responsible for managing exit counseling notifications and email bounces

Objectives:

• Understand the difference between the emailed Loan Exit Counseling notification and the paper print out Loan Exit Packet options
• Understand how to work email bounces using Communication Management
• Understand how to test Loan Exit communications before sending them through Communication Generation
• Understand how to print batch Loan Exit Packets using Communication Generation

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

ISIR Processing Refresher

Tuesday, March 18, 2025, 9 - 10:30 a.m., Learn more and join the session

New Financial Aid Staff (and staff who need a refresher) who are responsible for ISIR processing in the 25/26 AY

Objectives:

• Understand how to set/update User Defaults for the new AY
• Understand the steps in ISIR Processing
• Upload/download process
• FA Inbound
• Process Imported ISIRs
• Understand how to load ISIRs using the File List Driven process and the Single File process

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

ISIR Correction Fundamentals

Tuesday, March 25, 2025, 9 - 10:30 a.m., Learn more and join the session

New Financial Aid Staff (and staff who need a refresher) who are responsible for ISIR processing and file corrections in ctcLink for the 25/26 AY

Objectives:

• Understand how to make ISIR Corrections on specific scenarios
• Making Corrections on an Alien Registration Number
• Processing Dependency Override/Homeless Youth Determinations
• Processing Special Conditions/Special Circumstances/EFC Adjustment Request
• Understand how to Process ISIR Corrections in ctcLink using the following steps:
• Process ISIR Corrections
• Create Federal Data File
• Upload/Download File Process

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

Financial Aid Work Sessions

COD Show & Tell

Thursday, Feb. 27, 2025, 1-3 p.m., Learn more and join the session

Join your colleagues to learn from our valued FA community member, Chloe Hays, LWIT Assistant FA Director. Learn how to use COD to find student awards, MPNs, batch file information, PLUS loan batches, and all sorts of other COD fun in a system YOU in FA need to perform your jobs.

Audience:  Only Financial Aid Staff with COD access, geared towards newer users

Presenters:  Guest Speaker: Chloe Hays, Assistant Director of Financial Aid (Lake Washington Institute of Technology) & Kelly Forsberg, (SBCTC) ctcLink FA Functional Trainer

EdConnect Show & Tell

Thursday, March 27, 2025, 1 – 3 p.m., Learn more and join the session

Only Financial Aid staff with EdConnect access should attend.

Lorena Saucedo, Assistant Director of Financial Aid (Tacoma Community College) & Kelly Forsberg, (SBCTC) ctcLink FA Functional Trainer, will present this session geared towards newer users.

Join your colleagues to learn from our valued FA community member, Lorena Saucedo, Tacoma Community College Assistant FA Director,  in a financial aid community Show & Tell on how to send/receive files in EdConnect, how to identify varying message class files, what to look for and just general functionality in a system YOU in FA need to perform your jobs.

Contact Kelly Forsberg, ctcLink Functional Trainer (Financial Aid).

HCM Support Updates

New Feature: Manager Self-Service (MSS) Team Calendar

We are excited to announce the implementation of a new feature that was recently released by the ctcLink software vendor Oracle PeopleSoft – Team Calendar. This has been enabled for managers in Manager Self Service.

The PeopleSoft Team Calendar shows employee events in a calendar format that enables managers to track their employees and take action from the calendar. Various events display on the calendar such as Absences, Birthdays, Work Anniversaries, Holidays, and Schedules.

Managers can use the calendar selector to go to different dates and use the Today button to get back to the current period. Some of the features include:

• Toggle between a weekly view and a Bi-weekly view.
• View indirect reports who report to one of your managers.
• Perform a search by name or job title or use the filters for more options.

The Team Calendar can be used on a laptop, tablet, or desktop device, and as a daily or weekly calendar on a mobile phone.  Managers can even take action on items using the related actions. A new Quick Reference Guide is under development.

PeopleTools 8.61

Oracle released the PeopleTools 8.61 update January 24, 2025, and the ctcLink Production implementation is scheduled for Saturday, April 26. All Support Teams will be analyzing and planning for the new functionality and updates to existing functions. Watch for more information regarding the testing plan and dates.

HCM 25A Tax Update

Oracle released the 25-A Tax Update January 31, 2025, and the ctcLink Production implementation is slated for Thursday, Feb. 13. Watch for more information regarding the testing plan and dates.

HCM Learning Opportunities

HCM Work Sessions

Human Capital Management (HCM) meetings are held every other Wednesday, from 1 to 3 p.m. The HCM Functional team along with the training team offers Work Sessions and Training Sessions around the different functionality in HCM.

For calendar details, search the ctcLink Learning Opportunities calendar at SBCTC meetings and events and apply Human Capital Management filter.

Questions? Contact HCM Customer Support.

 

SF Learning Opportunities

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

SF Work Sessions

2024 1098-T Processing

Please mark your calendars for the training and drop-in sessions listed below.

For any of the trainings we will also offer Friday morning “follow-up” drop-in hours from 8 to 11 a.m. for 1098-T follow up questions and assistance.

Primary Audience: Student Financials staff

Related QRGs: 1098-T Guide

Contact Email: SFSupport@sbctc.edu

Monthly Student Finance/General Ledger SF/GL Open Forum

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

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

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

 

Security Updates

The Role Templates that colleges requested to be moved to production have now been successfully transferred to Production in all three pillars.

SACR for Academic Institution needs to be added in the CS Pillar to ensure the templates are accessible in Launchpad Copy User Role.

Accessibility / ADA DOJ Title II Work Group Update

Monica Olsson and Carrie Powell reported on IT accessibility initiatives and coordination updates from the ADA Title II work group during the January WACTC Technology Committee meeting.

The four-member work group headed by Monica will conduct the kickoff session for college Accessible IT Coordinators on Friday, Jan. 31.

Monica and Carrie shared the group’s efforts to create a series of offerings to help colleges understand the new ADA ruling and its implications. They also discussed their plans to share a list of identified accessibility coordinators and to offer training and resources.

Carrie presented data on the accessibility scores of five anonymous colleges, which will be used to guide future improvements. Kevin expressed appreciation for the work being done and its potential to support all colleges.

Monica shared the newly created list of College & SBCTC Accessible IT Coordinators as of January 2025.

ctcLink Accessibility Monthly Open Forum

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

Meetings are held the second Tuesday of each month, 11 a.m. to noon.

Please join us for the next ctcLink Accessibility Open Forum on Tuesday, March 11, 2025, at 11 a.m. All are welcome to attend via Zoom.

• Zoom meeting link: ctcLink Accessibility Open Forum 2024 and beyond

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

Keeping the Lights On

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

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

Completed/Wins

• Development deployed to production this week
• Data fixes and bug fixes in HCM, CS, and FSCM
• OAAP Forgot User Name bug fix deployed to PROD on 2/7/2025.
• Q & A session: Tax Withholding Forms
• Reviewed Student Success software vendor demos.
• SASI Work Package #0 Offboarding Automation Sanity Testing
• SASI Work Package #0 Offboarding Automation UAT Kickoff
• SASI Work Package #1 Role Grouping Templates Go Live
• Staff Training Participation Application Upgrade Testing
• Tax Update 25-A Development

In Progress

• In Development, SIT, UAT, and Completed
• PeopleTools 8.61 retrofit development is mostly complete. Tickets:
  • 207942 PeopleTools 8.61 - Portal Retrofit - Completed.
  • 207944 PeopleTools 8.61 - Finance Retrofit - Completed.
  • 207953 PeopleTools 8.61 - Campus Solutions Retrofit - Completed.
  • 207956 PeopleTools 8.61 - Human Capital Management Retrofit - Completed.
  • 208038 PeopleTools 8.61 Cybersource - Maureen got this working in AUT and TRA.
  • 208040 PeopleTools 8.61 Nelnet - Needs new Java version.
  • 208042 PeopleTools 8.61 Clean Address - No retrofit is needed.
  • 208043 PeopleTools 8.61 - OAAP - No retrofit is needed.
  • 208046 PeopleTools 8.61 CampusCE - No retrofit is needed.
  • 208048 PeopleTools 8.61 Okta - No retrofit is needed.
• App Engine for Yearly Updates to CS and ST Salary Plans. Ticket 207571. We are developing an app engine to automate a complex process that the HCM functional has had to do manually every year with Excel to CI. Development is in progress.
• Automatically Resubmit Asynchronous IB Errors. Ticket 200430. On hold for higher priorities.
• Book to Bank enhancement development is on hold as we await further instruction.
• Character errors in TAM. Tickets 204166, 192823, and 192248. Currently in SIT. Sarah Sullivan is going to start with questions about how the employees are posting jobs. This may be a training issue instead of a code change.
• Enhancement FWL Employee Record Look Up. Ticket 148615. Development completed, will be in SIT soon.
• Enter time, report time, and other time pages we are exploring new functionality with configurable headers. The plan is to replace the drop zone and use the now accessible configurable headers to display information about the job the person is entering time for. The HCM functional team completed the enhancement request. This will solve a years ongoing accessibility issue as well as weekly tickets from customers requesting this functionality.
• ER 203 - PTF LTD Report. Ticket 164932. In UAT.
• ER 219 - Automation of adjustments to vacation / sick time donations for Shared Leave. Ticket 168718. Currently in development.
• ER 232 - Adding Custom Self-Service Questions in Campus Solutions. UAT is in progress.
• ER 242: Offboarding Automation. In UAT. There was a typo in the log file, so back to redev to fix the typo and then back to PQA.
• ER 253 - Make a Payment Page Classic to Fluid. Development is in progress. Ticket 181828.
• ER-171 TAM Enhancements. Ticket 163606 and HCM-1292. It's in SIT.
• ER-232 Adding Custom Self-Service Questions in Campus Solutions UAT
• ER-266 Student Financial Responsibility Agreement Testing Planning
• Gather contacts from Vendors.
• GL_EXCL_BATC is hanging up the process monitor in FSPRD. Ticket 204146. We are unable to replicate anymore. Ticket back with Brandy to reactivate GL_EXCL_BATC in FSPRD.
• HCM Image 50: Preferred Name Issue in Update Dependent/Beneficiary Page. Ticket 203133. Oracle development completed fix and it will come with image 51.
• PeopleTools 8.61 Development
• PT 8.61 Test Prep
• SASI Work Package #0 Offboarding Automation User Acceptance Testing - scheduled to end 2/14
• Staff Training Participation Application Accessibility Testing
• Support Nelnet connector upgrade testing in PQA.
• Support PeopleTools Update project.
• Support testing for 199915 and 198623 CampusCE fixes.
• Support tickets related to integrations.
• Tax Update 25-A SIT
• Tax Update 25-A System Integration Testing - Scheduled to end 2/11
• Tax updated 25A retrofit completed. In SIT starting 2/6/25 after the PTS refresh. Ticket 208940, HCM-1521.
• Working with Nelnet, the CS SF team, and Managed Services for the Nelnet SBCTC Campus Solution Connector Install upgrade project. In UAT now.

Upcoming

• ER 232 Self Service questions, phase II and additional accessibility updates.
• ER 308 - Foreign Currency Correction Q & A Session - scheduled for 2/9
• ER 999 - OAAP Work Package 1 - Residency and Citizenship UAT - TBD
• FA PRP 2.1 (release delayed by Oracle)
• Nelnet PeopleSoft Connector Upgrade Project Go-Live - scheduled for 6/17
• PeopleTools 8.61 System Integration Testing - Scheduled to start 3/6
• Support and monitor 3rd party integrations.
• Support Nelnet connector upgrade testing in PQA.
• Support OAAP, CampusCE, HCX and OKTA integration enhancements, bug fixes.
• Support tickets related to PS integrations
• Tax Update 25-A PQA Deployment and Sanity Testing 2/12
• Tax Update 25-A PRD Go-Live 2/13