Admissions Fundamentals Rel 8.9

Description:

Individuals who complete this 4-day course participate in the role of "recruiter." Throughout the course, the recruiter learns to set up recruiting events and other core admissions setup values. The recruiter interacts with "prospects" through recruiting events, and those prospects eventually submit applications and corresponding supporting materials to PeopleSoft University for admission.
Through course lessons and activities, students evaluate and check application materials for completeness, process test scores, and generate letters to applicants indicating missing information, complete information, and scholarship information. They admit and matriculate applicants and generate offer letters of admission. The majority of the course centers on the recruiting and entering of prospects, tracking of applicants, communicating with these individuals, and ultimate matriculation. The course also addresses self-service recruiting features such as prospect information requests.

Learn To:

• Define recruiting events
• Enter and process applications
• Admit and matriculate applicants into students

Audience:

Functional Implementer

Objectives:

• Describe the basic components required for recording prospect and applicant interactions
• Define recruiting events
• Add prospects and applicants to your system
• Submit a self-service request for information
• Record and process comments, communications, and checklists
• Enter and process applications
• Discuss PeopleSoft enrollment management
• Process external test data
• Enter and track academic and supplemental data
• Admit and matriculate applicants into students

Prerequisites:

Required Prerequisites:
Understanding of basic navigation and PeopleSoft concepts
Use of control tables to enforce business rules
Able to run processes and reports
Intro to PS for CS Rel 8.9

Topics:

Defining External Organizations
Defining Yourself as a Recruiter
Setting Up External Organizations
Searching for External Organizations
Reviewing Organizations
Defining External Organization Catalogs

Defining a Recruiting Structure
Setting Up Recruiting Structures and Regions
Defining Region Trees and Postal Codes
Defining Recruiting Categories and Application Centers
Defining Recruiters

Defining Recruiting Events
Setting Up Event Data
Tracking Events and Event Attendance

Entering Prospects
Reviewing Prerequisites
Creating Prospects and Records
Assigning Recruiters to Prospects and Applicants
Defining Referral Sources

Tracking Prospects
Reviewing Prospect Summaries
Defining Prospect Relationships
Defining Academic Interests
Assigning Regions, Recruiting Categories, and Recruiters on a Mass Basis
Reviewing Recruiter Summaries

Enabling Self-Service Prospect Requests
Describing Self-Service Features
Activating and Configuring the Feature
Requesting Information Through Prospect Self-Service
Reviewing Prospect Records
Deleting Prospect Records

Communicating with Prospects and Applicants
Describing Comunications
Securing Access to Communications
Entering a Direct Communication
Creating Communications from Prospect or Applicant Records
Reviewing Communication Summary Information
Generating Letters

Entering Applications
Defining Application Entry Defaults
Entering Applications
Updating Existing Applications
Reviewing Application Summaries
Setting Up Admit Types
Using Admissions Program Actions
Reviewing Applicant Progression
Deleting Applicants

Managing Enrollment
Describing PeopleSoft Enrollment Management
Reviewing Enrollment Management Levels
Defining Enrollment Management Targets
Using Templates to Create Enrollment Management Targets

Using Checklists
Describing Checklists
Defining Checklists
Setting Up Checklists
Configuring Checklist Security
Updating a Person's Checklist Items

Processing External Test Data
Adding Test Scores to the System
Manually Entering Test Score Data
Processing Test Scores in Batch
Reviewing Posted Test Score Data
Posting Prerequisites
Updating Test Checklist Items by Person
Updating Checklists Automatically

Maintaining Comments
Defining Comments
Recording Comments
Viewing Comment Summaries

Tracking Academic History
Entering External Academic Information
Viewing an External Academic Summary

Entering Supplemental Materials and Information
Describing General Materials
Describing Extracurricular Activities
Describing Honors and Awards Information
Describing Work Experience Information
Describing Student Visas

Admitting and Matriculating Applicants
Admitting Applicants
Recording Optional Admission Information
Viewing Application Summaries
Matriculating Applicants into Students
Unmatriculating Students
Using Quick Admit and Quick Enroll

Course Review
Describing Basic Prospect and Applicant Components
Defining Recruiting Events
Adding Prospects and Applicants
Submitting Self-Service Requests for Information
Discussing PeopleSoft Enrollment Management
Processing and Posting External Test Scores
Entering and Tracking Academic and Supplemental Data
Admitting and Matriculating Applicants into Students