PeopleSoft - Course Details

FIFR9 Financial Aid Fundamentals Rel 9

PeopleSoft Course Description:
n this course, you learn how to manage and process FAFSA/ISIR and Profile data. Discover how to create budgets, award and package aid, manage disbursements, and ensure compliance.
PeopleSoft Course Duration:
4 Days Training
PeopleSoft Course Target Audience:
Functional Implementer
PeopleSoft Course Prerequisite:
Understanding of basic navigation and PeopleSoft concepts,Able to run processes and reports,Working knowledge of the admissions process
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