Faculty Center, Advisor Center, and Student Services Center
Faculty center
Class roster how-to guides
- View class rosters (google doc)
- Print class rosters (google doc)
- Print class roster with photos (google doc)
- Email students (google doc)
Grade how-to guides
- Enter final grades (google doc)
- Upload grades (google doc)
- Enter mid-term grades (google doc)
- Change a grade (google doc)
Miscellaneous how-to guides
- Enter class URL (google doc)
- Manage class permissions (google doc)
- Manage waitlists (google doc)
Advisor center
- Advisor center guide (google doc)
Student services center
- Student services center guide (google doc)
For more information contact srhelp@umn.edu
PeopleSoft CS - Class Scheduling & Student Records
PeopleSoft user guides
Need help remembering the path to a Campus Solutions page in PeopleSoft? If so, please refer to the Campus Solutions Navigation guide (Google Sheet).
Use the following folders to find specific PeopleSoft Campus Solutions guides:
- Class permissions
- Collaborative class scheduling (CCS)
- Credit exemption
- Degree clearance
- Enrollment appointments
- Enrollment processes
- Enrollment verification
- Program plan
- Quick admit
- Service indicators
- Student advisor
- Student groups
- Student milestones
- Term activate a student
- Transcripts
- User defaults
- Waitlist
For more information contact
OTR Training & Support - questions about student Records and Enrollment
srhelp@umn.edu
Scheduling Team - questions about Collaborative Class Scheduling or Astra Schedule
ocmsched@umn.edu
PeopleSoft CS - Financial Aid
Scholarship automation
Scholarship automation training guide (pdf)
For more information, contact saosf@umn.edu.
PeopleSoft CS - Student Financials
The student financials module supports all processes related to managing a student's account. This includes: tuition calculation, transaction posting, billing students and third party sponsors, payment processing, refund and direct deposit, collections, interfacing with the general ledger and financial reporting/reconciliation, and providing 1098-T data to students and their delegated users via parent/guest access.
Use the following links to view the user guides (google doc) on the topics below.
Common topics
- Viewing the customer account
- Understanding the due now amount
- Reviewing and printing an individual 1098-T
- Standard dates for Student Groups that impact tuition/fees
Payment plans
- Adding a student to a payment plan
- Removing a student from a payment plan
- Overriding installments in the payment plan
Refunds
- Creating student refunds
- Viewing A/P vouchers
- Completing an express payment in financials
- Creating student refunds with an extra amount
Posting transactions
- Posting a transaction for an individual student
- Entering charges or adjustments for multiple students
- Loading charges for students from a file
- Reversing payments
- Reversing charges
Third party contracts
- Creating a third party contract
- Copying a third party contract
- Assigning a student to a third party contract
- Removing a student from a third party contract
For more information contact sfhelp@umn.edu.
Academic Standing
Academic Standing
- Considerations (google doc)
- Best practices (google doc)
- Running the academic standing report (google doc)
- Making manual adjustments (google doc)
For more information contact srhelp@umn.edu.
APAS - Academic Program Audit System
Astra
Astra Academics
Resources for class schedulers
- Assign departmental rooms to classes (google doc)
- Astra Academics tips & features (google doc)
Astra Events
Resources for events schedulers
- Create events (external link)
- Manage tentative event requests (google doc)
For more information, contact ocmsched@umn.edu.
ECAS - Electronic Course Authorization System
Additional Support
- Grading basis information - use to see grading basis options and definitions
- College/Dean level approvers list - use to find your college's approver(s)
For more information contact srhelp@umn.edu.
GPAS - Graduate Planning and Audit System
Exceptions training courses
Degree audit
- Understand the GPAS degree audit (2 min video)
Planner
- Faculty and staff guide to Reviewing and Approving GPAS (Google Doc)
- Student guide to completing the GPAS Planner
Additional GPAS information can be found on the GPAS website. For questions contact gssp@umn.edu.
Payroll Fellowship
Information on the processes used to pay scholarship and fellowship awards is available on the University's Office of Human Resources website.
PCAS - Program and Curriculum Approval System
General documentation
- PCAS manual (PDF)
- PCAS FAQs
Training materials
- PCAS quick start guide (Google doc)
- Course groups, course lists, and buttons in PCAS (Google doc)
- Approval process and levels (Google doc)
- Approvers guide (PDF)
- Program/Plan data and tuition attribution (Google doc)
For more information contact srhelp@umn.edu.
Transfer Evaluation System, Transferology and Transfer Lab
Submitting a course for evaluation
For advisors
- How to use Transferology Lab (Google doc)
- Advisor FAQs (Google doc)
- Create a Transferology Lab account
For course evaluators
- Overview of the Transfer Evaluation System (video)
- Transfer Evaluation System workflow guide
- Course approver FAQs
- Transfer Evaluation System process map
Transfer equivalency reports
- Transfer Evaluation System monthly equivalency reports (Twin Cities only)
For more information contact tes@umn.edu.
TFMS - Tuition and Fee Management System
For resources, instructions, policies, and self-help guides, visit the Tuition and Fee Managment System support site. You can also learn more about TFMS.