PeopleSoft Financial Aid Fundamentals Training Rel 9

PeopleSoft Financial Aid Fundamentals Training Rel 9


PeopleSoft Financial Aid Fundamentals Training Rel 9 Course by Example

This PeopleSoft Financial Aid Fundamentals Training Rel 9 teaches you how to PeopleSoft Financial Aid helps you manage your financial aid awards process. Our Expert instructors will teach you how to manage and process FAFSA/ISIR and profile data.

PeopleSoft Financial Aid Fundamentals Training Rel 9Related Courses:

Duration: 4 days


Understanding of basic navigation and PeopleSoft concepts
Able to run processes and reports
Working knowledge of the admissions process

Customize It:

With onsite Training, courses can be scheduled on a date that is convenient for you, and because they can be scheduled at your location, you don’t incur travel costs and students won’t be away from home. Onsite classes can also be tailored to meet your needs. You might shorten a 5-day class into a 3-day class, or combine portions of several related courses into a single course, or have the instructor vary the emphasis of topics depending on your staff’s and site’s requirements.

Audience / Target Group:

Functional Implementer

What You Will Learn:

Create student budgets.
Use satisfactory academic progress.
Perform packaging.
Create financial aid item types.
Disburse financial aid.
Perform the ISIR load process

Skills Gained:

Use financial aid terms
Create student budgets
Create disbursement plans and split codes
Create financial aid item types
Define packaging plans
Perform financial aid packaging
Use Satisfactory Academic Progress
Perform financial aid disbursement
Perform the ISIR load process
Manage data from other external sources
Set up the financial aid year
Perform ISIR corrections

Course Content:

Setting up the Financial Aid Year

Defining the Aid Year
Defining the Academic Structure for Financial Aid Processing
Describing School Code Setup
Defining Financial Aid Processing Defaults
Performing Aid Year Rollover

Performing the ISIR Load Process

Preparing Students for Financial Aid Processing
Loading ISIR Data into Staging Tables
Performing an ISIR Load

Performing ISIR Corrections

Describing the ISIR Corrections Component
Performing an INAS Simulation
Sending ISIR Corrections to CPS
Performing ISIR Record Cleanup

Managing Data From Other External Sources

Loading NSLDS Data
Describing the PROFILE and Need Access Data Load Process
Describing Institutional Application Maintenance

Using Financial Aid Terms

Explaining the Sources Used to Build Financial Aid Terms
Setting Up Financial Aid Terms
Building Financial Aid Terms

Creating Student Budgets

Creating Budget Components
Describing Budget Groups
Assigning a Budget Manually
Setting up Online and Background Budget Assignments
Performing Background Budget Assignment
Creating Budgets Online

Creating Disbursement Plans and Split Codes

Creating Financial Aid Item Types

Describing Student Financials Setup that Affects Financial Aid
Setting up Aggregate Aid
Creating Loan Fees
Creating Financial Aid Item Types
Setting up Fiscal Item Types
Describing Award Messages

Defining Packaging Plans

Explaining How to Approach Packaging
Understanding Equations in Packaging
Using Packaging Plans

Performing Financial Aid Packaging

Awarding Financial Aid Manually
Performing Auto Packaging
Entering Professional Judgment Decisions
Describing Special Packaging Cases
Expiring Anticipated Aid
Manipulating Multiple Awards at a Time
Setting up Financial Aid Self Service

Using Satisfactory Academic Progress

Describing the SAP Process
Setting up SAP
Monitoring SAP

Performing Financial Aid Disbursement

Describing the Authorization and Disbursement Process
Setting up Disbursement Rules
Running Disbursement for One Student
Setting up Batch Disbursement
Running Batch Disbursement

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    Time Frame: 0-3 Months4-12 Months

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