Search Results
-
Manually Building FA Term Video
Updated on: Jul 15, 2024
Purpose: Video explaining how to manually build a FA term online Audience: Financial Aid Counselor/Technician -
UAT FF.004 - Asset Management thru GL [Sprint 2] (Project Archive)
The Asset Management module allows colleges to create assets from information previously entered in the Procure-to-Pay process cycle, eliminating the need for double entry. Assets can also be created manually. Assets can be depreciated, adjusted, retired, or transferred, and all transactions are fully integrated with the General Ledger. Each step in this high level flow (Tier 1) is covered in a User Acceptance Test (UAT) Guide. Each guide contains a Tier 2 business process flow diagram outlining the steps needed to complete the test activities. Each step in the flow diagram correlates to one or more Quick Reference Guide [QRG] links that demonstrate how to execute each step. Once complete, click the link to the next step in the high level flow (Tier 1) to access the next UAT Guide. The information in this set of test materials is intended to provide colleges guidance on performing a User Acceptance Test on this business process. The business process shown in the flow diagrams below may be only part of what is needed to complete an end-to-end test of a full business cycle. Coordination with other colleagues at your college in advance of commencing testing is key to success. In the same way that it doesn't take a single individual to operate the business of running a college it will require coordination across departments to successfully test a business flow from beginning to end. -
Admit Applicant Business Process Map 02h
Admit Applicant Business Process Map 2h -
Recalculate Third Party Contracts
Updated on: Sep 09, 2024
Purpose: Use this document as a reference for recalculating a third party contract in ctcLink. Recalculating Plans should be run on a regular basis until the adjustment date has passed so that the payment plan balances are up-to-date and reflect adjustments to the student's charges. Audience: Financial Services staff. -
9.2 Using Worksheet Selection
Updated on: Nov 08, 2022
Purpose: Use this document as a reference for using worksheet selection in ctcLink. Audience: Accounts Receivable staff -
Message Center
Updated on: Jan 18, 2024
Purpose: Use this document to reference for using the student Message Center through the Message Center tile on the ctcLink Student Homepage. Audience: Students; Student Services staff -
9.2 HCM Employee Class Code Crosswalk
Updated on: Jul 05, 2019
Purpose: Use this document as a reference for employee class codes used in ctcLink. Audience: Human Resources and Payroll Associates. -
UAT CF.009 - SF Third Party Contract [Sprint 2] (Project Archive)
The Third Party Contract process posts the sponsor payment against the appropriate student charge that is being covered and allows college staff to create and send invoices to sponsor. Third Party Contracts are created or copied for each term and students are assigned to the specific contract by college staff one student at a time or via a batch process. Once a student is assigned to a contract the outstanding charges are paid and transferred to the corporate account. After the charges are on the corporate account college staff is then able to generate an invoice to send to the sponsor and process payment against the invoice when payment is received. Here we have 4 main Third Party Contract processes, the first CF.009.1 Enrollment is where college staff or individual student enrolls into classes. The second Tuition Calculation process, CF.009.2 Tuition Calculation is where college staff calculates the tuition for an individual student. The third Third Party Contract process, CF.009.3 Manage Third Party Contracts is where college staff create a third party contract(s), manually assign or cancel students to/from a contract, generate and send a contract invoice and accept payment for the invoice. The fourth Manage Third Party Contract process, CF.009.4 SF Transactions to General Ledger is where a nightly schedules SBCTC job is run to send SF transactions over to Finance to record into the general ledger. The high level flow business process diagram below shows the four steps of the Third Party Contract process. Follow the link to the first step to access the User Acceptance Test (UAT) Guide. The guide will contain a business process flow diagram outlining the steps to complete the test activities and correlate to the Quick Reference Guide links that demonstrate how to execute each step. Once complete, click the link to the next step in the high level flow to access the next UAT Guide. -
Viewing Compensation History from ESS through Personal Details
Purpose: Use this document to view compensation history in Employee Self Service in ctcLink. Audience: Employees -
9.2 Calculate and View Tuition for an Individual Student
Purpose: Use this document as a reference for how to calculate and view tuition for an individual student in ctcLink. Audience: Cashiers, Bursars