HCM 9.0 Summary of Release Changes Maintenance Pack 17.00 Release Date: 06/05/15 About This Document This document provides a high-level summary of the content delivered in each CMS Maintenance Pack. The following product and module abbreviations are used as the primary sort key in each table. Human Resources Module Abbreviations Initials Product Line (or) Module Initials Product Line (or) Module Initials Product Line (or) Module AM Absence Management PM Position Management TF Temporary Faculty BB Base Benefits RS Recruiting Solutions TL Time and Labor BA Benefits Administration RR Report Regulations WA Workforce Administration LCD Labor Cost Distribution SEC Security IB Integration Broker PT PeopleTools Campus Solutions Module Abbreviations Initials Product Line (or) Module Initials Product Line (or) Module Initials Product Line (or) Module AA Academic Advisement FA Financial Aid SF Student Financials AD Admissions SEC Security SR Student Records CC Campus Community SA Systemwide Reporting 1.0 Oracle Bundle(s) Contents in these tables are sorted first by product or module name and then by bundle name. 1.1 Human Resources Module Bundle Name Service Now Resolution Description HR Tax Update 15-B INC0126274 Tax Update 15-B GP GP Bundle 15-B HR Patches-A Bundle INC0127067 GP Bundle 15-B INC0127274 HR Patches-A Bundle HR Resolved the following reported incidents: INC0095019 – DISABLED field value set to ‘N’ for selection of the Disability Status of “I DON’T WISH TO ANSWER” (‘X’ – Not Indicated). INC0128884 – Form I-9 Employment Eligibility Verification allows identity and employment authorization selections from List A (Identity & Employment Authorization) OR List B (Identity) & C (Employment Authorization) 1.2 Campus Solutions Module Bundle Name Service Now Resolution Description All CS Bundle 37 INC0127427 CS Bundle 37 Release Date: 06/05/15 Page 1 of 10 HCM 9.0 Summary of Release Changes 2.0 Maintenance Pack 17.00 Oracle Emergency Fix(es) Contents in these tables are sorted first by product or module name, and then by Oracle case number. 2.1 Human Resources Module 2.2 Service Now Resolution Description Campus Solutions Module 3.0 Oracle Case # Oracle Case # CMS HD # Resolution Description CMS Development Contents in these tables are sorted first by product or module name and then by CMS help desk number. 3.1 Human Resources Type Key: [E] Enhancement [F] Fix [N] New Modification Name Resolution Description Type N/A Skipped Calculation for Employees in HRLY and MST Calendars For campuses with employees in both HRLY and MST calendars and that process the HRLY first, employees were not getting entitlements. Change has been made to assign entitlements correctly for employees in both calendars. F INC0119826 AM06002 Increased Array for L-WS-DATA from 150 to 200 E INC0123223 AM10004 Increase COBOL Array Sizes Manage Prior Period Entries Code changes made to PPE that will now allow multiple entries for a specific take/earn per open calendar. E Module Service Now Mod # AM INC0117887 AM AM Release Date: 06/05/15 Page 2 of 10 HCM 9.0 Summary of Release Changes Maintenance Pack 17.00 Module Service Now Mod # Modification Name Resolution Description Type BA INC0120771 BB99004 Flex Cash Form The Following Changes have been made: F INC0126800 BB99003 SCO Dental Form BB99006 BB99011 Post Retirement PERS Dental Form Flex Cash Form to prints the Bargaining Unit of the Primary Job, this impacts employees with multiple jobs. Mass Print of Health Forms Flex Cash Form to print SSN of Spouse/Domestic Partner. Fix to SCO Dental Form to include SSN for all dependents. Post Retirement PERS Dental Form to print SSN of Spouse/Domestic Partner in correct box and to print the Relationship value of “SS” for US Same-Sex Spouse for the repeal of DOMA and S/Son for Step Son. Mass Print of Health Forms to print the bargaining unit of the primary job this impacts employees with multiple jobs. Mass Print of Health Forms to print the Relationship value of “SS” for US Same-Sex Spouse for the repeal of DOMA and S/Son for Step Son. BA INC0121080 N/A NA Updates made to ACA1, ACA2, and NOB Benefit Program Eligibility Rules F ACA2 FTE Field includes in sum only Active jobs. Job Code 0051 has been included to Ineligible list for ACA1,ACA2. Job Code 0051 has been included to Eligible list for NOB ECF2 field for ACA1, ACA2, and NOB Benefit Programs has been updated to Consider Active Jobs Only BA INC0124286 BA15001 Auto Waive Enrollment New app engine programs are being delivered to trigger automatic enrollment of waives. CSUAutoEnr1 will generate an HBE event, automatically select the waive options and generate a waive row for the Plan type 10, 11, 1Y and 1Z. CSU-AutoEnr2 will generate a BAS Activity row and delete staging table data. F BA INC0126294 NA NA Added 2 New Benefit Plans: N Anthem Blue Cross Del Norte EPO California. Anthem Blue Cross Del Norte EPO Medicare Supplement California. BA INC0128400 NA NA Retrofits made to Oracle delivered Patch 20138383 E HCM Benefits Additional ACA Eligibility Data Tracking LCD INC0123115 BE99001D CSU Paycheck Distribution Masked Social Security numbers on CSU Distribution Errors Page. E LCD INC0126365 N/A N/A Added Deduction Codes 376172 and 376173 N Release Date: 06/05/15 Page 3 of 10 HCM 9.0 Summary of Release Changes Module Service Now Mod # RS INC0126595 zRS15001 Maintenance Pack 17.00 Modification Name Resume Template Fix Resolution Description Type Fixes the PeopleCode error seen in both internal and external candidate when applying for a job introduced in the Template by HR Bundle 26. F PeopleSoft now requires other competencies to be included in the resume template. Impact is to campuses who do not use all the sections in the default template. This is an interim solution until PeopleSoft delivers a patch to fix this issue. RS INC0127732 N/A N/A Retrofits made due to HR Oracle Patches A F Candidate Gateway (CG) Marital Status selection of ‘P’ Domestic Partner value Comment out delivery of the two-part ethnicity self-identification page for CG. This is based on the Installation setting and impacts both HR Core and CG. VEVRAA & Section 503 updates – see configuration, specification, and user guides for details of changes TL INC0125915 NA NA Updated CSU Time and Labor to change the shift rate (TRC SHN08) from $.28 to $2.20 for SUPA Unit 8 (R08) per Tech Letter HR/Salary 2015-09. E WA INC0117559 WA10006 CSUID Search Personalization of the CSUID Search Results to sort by a different field gave false information for the HR Status by ERNs when multiple jobs exist. F WA INC0120625 WA12001 ID Management Employee Views Two new views provided for ID Management usage to identify employees for CSU-wide e-mail solution. E CSU_IAM_EMAIL – One record per employee in either Active or Inactive status as of the system date CSU_IAM_CATEGRY – One record for each active job (ERN) as of the system date WA INC0122674 HR99010 Salary Schedule Load Phase Three include updates and fixes to the Salary Schedule Load program used to identify data changes that are used to PUSH new salary information from PIMS to PeopleSoft F WA INC0124308 N/A N/A Configuration update – NEW Degree N MPE – Master of Physical Education Release Date: 06/05/15 Page 4 of 10 HCM 9.0 Summary of Release Changes Maintenance Pack 17.00 Module Service Now Mod # Modification Name WA INC0127597 WA11001 ELX Extract Resolution Description Type A change to the folder structure required the update of the naming convention for each campus’ Group Membership value in the eLearning extract file. E All campuses will have a Group Membership value based on their campus prefix ending with ‘%_EMPL’. The exception are persons in job code 2974 if located at the Office of the Chancellor. This group will continue with their current Group Membership value -- “TRUSTEES”. WA INC0127732 N/A N/A Retrofits made due to Oracle Patches A F Marital Status selection of ‘P’ Domestic Partner value Ethnicity VEVRAA & Section 503 updates—see specification and user guides for details of changes. Furlough fields made display only on the CSU_JOB page WA INC0127872 INC0127399 N/A N/A Configuration update -- new Major Codes N 1955 = Jurisprudence & Social Policy 3266 = Technology Studies 1375 = Environmental Studies Release Date: 06/05/15 Page 5 of 10 HCM 9.0 Summary of Release Changes 3.2 Maintenance Pack 17.00 Campus Solutions Type Key: Module CMS HD # Mod # Modification Name AA IHCM_90 Summary of Release Changes_MP 17.00_20150 605.docx AA Pre-Matric Audit [E] Enhancement [F] Fix [N] New Resolution Description Type Users can run an Academic Advisement Report for a student who has not yet matriculated by running a What-If report based on the student’s intended plan of study. This requires manually entering the Career, Program, Plan and Sub-Plan data on the Career Simulation page of the Advisement Report Request. CMS modification AA02002 provides a method to pull data from the student’s Admission Application to run the What-If. The reported issue is that while the pushbutton to copy data from the Admission Application populates the page, running the AAR results in a ‘No Academic Careers Found’ error. This was due to incorrect sequencing of the Analysis Database Sequence. E The process has been revised so that the WhatIf AAR runs successfully using the data produced using the CMS Copy pushbutton A “Process Request” pushbutton has been added to the Pre-Matric Audit page to facilitate producing the report FA INC0094944 FA01005 Cal Grant Updates to the Cal Grant payment reporting process to accommodate the changes released by the California Student Aid Commission. These changes include: The addition of 3 new adjustment codes: File Incomplete (FI), Less that Half-Time (LH) and Ineligible for Grants (IG) The addition of 1 new payment status code: Ineligible for Transfer Entitlement Award (IT) F The elimination of adjustment reason codes AF, AT, and AH Updates made to the CSU Cal Grant Modification processes to enhance processes. These changes include: Release Date: 06/05/15 Updated CG Changes Run Control to allow campuses the ability to exclude Limited Remaining Eligibility students Updated field label in Create GPA File Updated SQL to include “I – ineligible” to allow students to drop from roster Page 6 of 10 HCM 9.0 Summary of Release Changes Module CMS HD # Mod # FA INC0125230 FA01004 Maintenance Pack 17.00 Modification Name Financial Aid Database Reporting Resolution Description Type Annual changes to FADB reporting for the 20142015 Aid Year processing. F Added MCS award to Report 1 staging table Added Dream MCS to Report 2 staging table MCS & Dream MCS awards added to TotAid Revised Dream aid error message logic to include Dream MCS Revised error message logic for Citizenship to include ISIR_CONTROL.INS_MATCH Revised error message logic re: Max eligible Pell EFC, max Pell award, and max Cal Grant B Access award based on 14/15 limits Various record layout changes to FAREC1 and FAREC2, per SAS, including output file expanded to 148 characters per row SA INC0097914 SR01001 ERS INC0096822 SA INC0125907 Modification to ERSS/sERSS and ERSD to use the F most recent information to determine ethnicity. NA CourseMatch 2015 Maintenance CourseMatch 2015 Maintenance includes the following updates: F Added filter to the class schedule on self-service and admin page Added copy feature on CourseMatch set up page Corrected Acad Career being inserted on External education page Updated CourseMatch Transcript Added icon to Class Search to display on designated CourseMatch classes Updated process so waiver is not removed when a host student drops class at host campus Updated Class Sync process to include CSU_CM_GDOPT_GB record Updated Grade Upload process so External Education page can be reviewed prior to navigating to Course Credits Automated Included Global Database Updates Non-Baseline Posting SF INC0125799 SF04008C 1098T For Self Service Adjustments made to allow the 1098T drill down links in Self Service to be viewable and active for boxes 2, 4, 5, and 6 F SR INC0081436 SR14001 Mass Discontinuation The CMS Mass Discontinuation modification is a process that inserts DISC/DISM row on students’ Program/Plan stacks. In addition, the process contains optional parameters which provide campuses with the ability to generate and post Enrollment Requests, process Tuition Calculation, and assign Service Indicators with the Discontinuation. This modification will help eliminate unnecessary manual processing. N Release Date: 06/05/15 Page 7 of 10 HCM 9.0 Summary of Release Changes Module CMS HD # SR INC0129051 INC0129071 Mod # SR08001 Maintenance Pack 17.00 Modification Name Term Display Fix Resolution Description Type For campuses using the CSU Appointment Display modification, an update applied in MP16.03 prevented students with summer registration appointments from accessing the change term option and were therefore unable to register. In another case, Early Start students attempting enrollment via the Enroll in Early Start link did see the choose term option (for summer only). After selecting Summer term and continuing, the term selection grid return with only a fall option. Therefore, students were unable to register for Early Start. F Not all campuses are affected. Release Date: 06/05/15 Page 8 of 10 HCM 9.0 Summary of Release Changes Maintenance Pack 17.00 Appendix A: Documentation Updates Documents listed below have been identified and scheduled for an update to support changes in this maintenance pack. Please note, only changes that impact the campuses’ ability to apply this maintenance pack and/or implement new functionality are updated with maintenance pack releases. Minor changes to documents are made according to the normal application upgrade cycle. While every effort is made to release the new documents on the same day of the maintenance pack release, this is not always possible. In cases where the updates are pending, CMS will deactivate the link for the older version of the document on the CMS website to avoid downloading the improper version. The link will then be reactivated on the CMS website when the new update is posted. Module Document Type Document Name FA Business Process Guide HCM90_BPG_FA_Cal Grant FA Business Process Guide HCM 9.0 Business Process Guide Financial Aid Database (FADB) Report LCD Modification HCM_90 Summary of Release Changes_MP17.00_20150605.docx RS Business Process Guide Create and Manage Recruiting Solutions RS Configuration HCM90_CFG_RS_Recruiting Solutions RS Modification RS10001_Ethnicity/Race_Recruting RS Modification RS15003_HCM90-DS_VEVRAAandSection503 SF Business Process Guide HCM90_BPG_SF_1098T for SelfService TL Modification TL05001_HCM90-CSU TL Rules WA Business Process Guide AddMaintainPerson WA Business Process Guide MaintainMilitaryStatus WA Modification WA10006_HCM90-DS_CSUIDSearch WA Modification WA12001_HCM90-DS_IDMgmt WA Modification WA14005_HCM90-DS_VEVRAAandSection503 WA Modification WA11001_HCM90-DS_ELX_Extract WA Modification CC99004_HCM90-DS_MaritalStatus WA Modification HR05001_HCM90-DS_CSUJob WA Modification WA10002_HCM90-DS_IPEDSReporting WA Modification HR99010_HCM90-DS_SalaryScheduleLoadInterface Release Date: 06/05/15 Page 9 of 10 HCM 9.0 Summary of Release Changes Maintenance Pack 17.00 Appendix B: Known Issues Module RS Issue Description As the result of HR Bundle 26 delivery in MP16.03 (3/27/2015), special campus steps are required to manually refresh a new record group that was delivered by PeopleSoft in HR Bundle 26. Campus only need do this once, so if your campus has already done these steps, there is nothing; further for you to do. The impact is seen in the recruiting display of the Job Title in the Job Openings Detail page. Without this refresh the job title is blank. To manually refresh this record group follow the following steps: 1. Navigate to the Record Group component: Main Menu PeopleTools Utilities Administration Record Group 2. Open Record Group ID = HR_02 3. Find the record: HRS_JOBCODE_I5 – Job Codes Interface View 4. Copy the record name 5. Delete the row 6. Save 7. Return to Search 8. Re-select HR_02 Record Group ID 9. Insert a row under the “Records in Group” column 10. Type in or paste: HRS_JOBCODE_I5 11. Save Release Date: 06/05/15 Page 10 of 10