PeopleSoft Campus Solutions 9.0: Recruiting and Admissions

1348 Pages·2014·21.69 MB·English

PeopleSoft Campus Solutions 9.0:
Recruiting and Admissions
September 2014
PeopleSoft Campus Solutions 9.0: Recruiting and Admissions
CDSKU cs9pbr4
Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved.
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Contents
Preface......................................................................................................................................................xxxi
Understanding the PeopleSoft Online Help and PeopleBooks.........................................................xxxi
PeopleSoft Hosted Documentation.............................................................................................xxxi
Locally Installed Help.................................................................................................................xxxi
Downloadable PeopleBook PDF Files........................................................................................xxxi
Common Help Documentation..................................................................................................xxxii
Field and Control Definitions....................................................................................................xxxii
Typographical Conventions........................................................................................................xxxii
ISO Country and Currency Codes............................................................................................xxxiii
Region and Industry Identifiers................................................................................................xxxiii
Access to Oracle Support..........................................................................................................xxxiv
Documentation Accessibility.....................................................................................................xxxiv
Using and Managing the PeopleSoft Online Help..........................................................................xxxiv
PeopleSoft CS Related Links..........................................................................................................xxxiv
Contact Us........................................................................................................................................xxxiv
Follow Us..........................................................................................................................................xxxv
Chapter 1: Getting Started with Recruiting and Admissions...............................................................37
Recruiting and Admissions Overview..................................................................................................37
Recruiting and Admissions Business Processes...................................................................................38
Recruiting and Admission Integrations................................................................................................40
Recruiting and Admissions Implementation........................................................................................41
Additional Information for Getting Started with Recruiting and Admissions.....................................41
Chapter 2: Building Your Recruiting Structure.....................................................................................43
Setting Up Your Recruiting Structure..................................................................................................43
Pages Used to Set Up Your Recruiting Structure..........................................................................43
Setting Up Region Codes...............................................................................................................44
Setting Up Region Trees................................................................................................................45
Activating Region Trees.................................................................................................................47
Setting Up Recruiting Categories..................................................................................................48
Setting Up Recruiting Centers.......................................................................................................49
Setting Up AAWS Application Fee Waiver Basis Codes..............................................................50
Setting Up Application Processing Centers...................................................................................51
Mapping Academic Shifts to Admit Terms...................................................................................54
Defining Recruiters...............................................................................................................................54
Prerequisites....................................................................................................................................55
Pages Used to Identify Recruiters..................................................................................................55
Designating Recruiters...................................................................................................................56
Assigning Recruiters to Recruiting Categories..............................................................................57
Linking Recruiters to Geographic Regions....................................................................................58
Associating Recruiters with Recruiting and Application Centers..................................................59
Linking Recruiters with Academic Programs and Academic Plans..............................................60
Chapter 3: Setting Up Prospects..............................................................................................................61
Setting Up Admission Installation Defaults.........................................................................................61
Page Used to Set Up Admission Installation Defaults..................................................................61
Setting Up Admission Installation Defaults..................................................................................62
Setting Up Admit Types.......................................................................................................................66
Page Used to Set Up Admit Types................................................................................................66
Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved. v
Contents
Setting Up Admit Types.................................................................................................................66
Setting Up Referral Sources.................................................................................................................67
Page Used to Set Up Referral Sources..........................................................................................67
Setting Up Referral Sources...........................................................................................................67
Setting Up School Types......................................................................................................................67
Page Used to Set Up School Types...............................................................................................68
Setting Up School Types................................................................................................................68
Setting Up Extracurricular Activities...................................................................................................69
Page Used to Set Up Extracurricular Activities............................................................................69
Setting Up Extracurricular Activities.............................................................................................70
Setting Up Honors and Awards............................................................................................................71
Page Used to Set Up Honors and Awards.....................................................................................71
Setting Up Honors and Awards.....................................................................................................71
Setting Up Student Groups...................................................................................................................72
Page Used to Set Up Student Groups............................................................................................73
Setting Up External Summary Types...................................................................................................73
Page Used to Set Up External Summary Types............................................................................73
Setting Up External GPA Tables..........................................................................................................73
Pages Used to Set Up External GPA Tables..................................................................................74
Defining External GPA Type Codes..............................................................................................74
Setting Up GPA Conversion Rules for GPA Types.......................................................................75
Reviewing Material Types and Defining Material Groups..................................................................75
Pages Used to Review Material Types and Define Material Group..............................................76
Viewing Material Types.................................................................................................................76
Using the Material Type Field Usage Page...................................................................................77
Setting Up Material Groups...........................................................................................................78
Chapter 4: Setting Up Self-Service Request Information and Using Self-Service Student
Recruiting...................................................................................................................................................81
Understanding Self-Service Request Information................................................................................81
Prerequisites....................................................................................................................................81
Requesting Self-Service Information.............................................................................................82
Setting Up Self-Service Request Information......................................................................................82
Pages Used to Set Up Self-Service Request Information..............................................................83
Enabling Segments and Prospect Career Fields............................................................................84
Setting Up Institution and Career Parameters...............................................................................85
Using Self-Service Student Recruiting for Recruiting and Admissions...............................................87
Prerequisites....................................................................................................................................87
Pages Used to Manage Student Recruiting for Recruiting and Admissions..................................87
Chapter 5: Using Admission Applications Web Services......................................................................91
Understanding AAWS...........................................................................................................................91
Assessing Staff Skills.....................................................................................................................93
Setups for AAWS...........................................................................................................................93
See Also..........................................................................................................................................93
AAWS and List of Values Framework.................................................................................................94
CTM Self-Service and Administrator Modes.......................................................................................94
Integration with Other Campus Solutions Components.......................................................................96
User Account Manager...................................................................................................................97
Constituent Transaction Manager...................................................................................................99
Admissions API............................................................................................................................103
AAWS and Entity Registry.................................................................................................................106
Application....................................................................................................................................107
vi Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved.
Contents
Constituent....................................................................................................................................107
AAWS Service Operations.................................................................................................................107
SAD_CREATEAPPL....................................................................................................................107
SAD_SAVEAPPL.........................................................................................................................111
SAD_SUBMITAPPL....................................................................................................................116
SAD_GETAPPLS.........................................................................................................................120
SAD_GETAPPL...........................................................................................................................124
SAD_GETATTACH......................................................................................................................128
Payment Integration Web Service Operations....................................................................................132
SSF_INITIATE_EPAYMENT......................................................................................................133
SSF_COMPLETE_EPAYMENT..................................................................................................138
Setting Up the Attachments URL.......................................................................................................144
Setting Up Hosted Payment................................................................................................................144
Post Installation Troubleshooting Tips...............................................................................................148
Verifying Web Service Security Settings.....................................................................................149
Publishing the Web Services........................................................................................................149
Refreshing the HCM Registry Cache..........................................................................................149
Verifying Campus Solutions SOA Framework Setup Entries.....................................................150
Avoiding Caching Issues..............................................................................................................150
Resolving Microsoft Internet Explorer 7 Trusted Sites Issue......................................................151
Resolving Adobe Flex Domain Security Issue............................................................................151
Setting Up Logging......................................................................................................................151
User Interface Considerations.............................................................................................................151
Start: Unregistered User...............................................................................................................152
New User Registration.................................................................................................................152
Logon (Authentication)................................................................................................................152
Get Application Summary............................................................................................................152
Create Application........................................................................................................................152
GetFee Configuration...................................................................................................................153
Update Application.......................................................................................................................154
Edit Application............................................................................................................................154
Save Application...........................................................................................................................155
Submit Application.......................................................................................................................155
Present Fee Options......................................................................................................................156
Payment Processing......................................................................................................................157
Error Handling..............................................................................................................................158
Logoff............................................................................................................................................158
Building the Hosted Payment HTML Object..............................................................................159
AAWS Web Services Description Language.....................................................................................160
Sample Code for an Online Application............................................................................................161
Chapter 6: Using the AAWS Sample Online Application...................................................................163
What is SOLA.....................................................................................................................................163
What SOLA is Not.............................................................................................................................163
Audience..............................................................................................................................................164
Supporting Audience...........................................................................................................................164
Required Setups..................................................................................................................................164
Web Services Used by SOLA............................................................................................................165
New User Registration Framework and SOLA..................................................................................166
Entity Registry and SOLA..................................................................................................................166
Functional Flow for SOLA.................................................................................................................168
New User Registration.................................................................................................................168
Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved. vii
Contents
Creating a New Application ........................................................................................................169
Editing Existing Application........................................................................................................171
Editing Existing Multiple Applications and Reviewing Multiple Application Statuses..............172
SOLA Pages for Entering Application Data................................................................................176
Paying Application Fees or Requesting Fee Waiver After Submitting Application...................184
Data Flow............................................................................................................................................188
Campus Solutions SOLA Pages to SQL Tables..........................................................................188
SQL Tables to Campus Solutions SOLA Pages..........................................................................189
SOLA Setup and Verification.............................................................................................................189
Step 1: Update Admissions URL.................................................................................................189
Step 2: Create New Roles............................................................................................................190
Step 3: Create New User Accounts.............................................................................................192
Step 4: Set Up Integration Broker (IB).......................................................................................194
Step 5: Configure Routings..........................................................................................................195
Step 6: Set Up Integration Broker – ANONYMOUS Node........................................................198
Step 7: Publish Web Services......................................................................................................200
Step 8: Refresh HCM Registry Cache.........................................................................................203
Step 9: Set Up New User Registration Tester.............................................................................203
Step 10: Verifying Your SOLA Setup.........................................................................................204
Chapter 7: Managing PeopleSoft Admission Transactions.................................................................211
Understanding Admission Transactions.............................................................................................211
CRM for Higher Ed EIPs and Admission Transactions..............................................................213
Understanding Admission Transactions Setups..................................................................................213
Setting Up CTM (Defining Transactions and Data Update Rules) and Configuring the
Admission Transactions (Application Configuration component)...............................................214
CTM Data Updates Rules Specific to Admission Transactions..................................................215
How the System Attaches an Application to a Defined Transaction...........................................217
Understanding Staged Admission Transactions Processing...............................................................217
Correcting Admission Transaction Errors....................................................................................217
Posting Admission Transactions..................................................................................................218
Entity Registry and Admission Transactions.....................................................................................219
Delivered Entities Related to Admissions Data...........................................................................220
Configuring Admission Transactions.................................................................................................222
Pages Used to Configure Admission Transactions......................................................................222
Mapping Online Application Transactions to Academic Careers................................................223
Setting Up Application Defaults for Offline and Online Application Transactions.....................225
Setting Up Prospect Creation Rules and Defaults for Offline and Online Application
Transactions..................................................................................................................................229
Setting Up Home or Unlisted Schools for Online Application Transactions...............................231
Reviewing and Editing Staged Admission Application Transactions................................................233
Pages Used to Review and Edit Staged Admission Application Transactions............................234
Impact of Application Center Security on Navigation................................................................235
Header on the Application Transactions Pages...........................................................................238
Reviewing Application Data and Error Messages.......................................................................239
Reviewing Additional Information..............................................................................................255
Reviewing Applicant's Education History...................................................................................256
Reviewing Additional Academic Information.............................................................................258
Reviewing General Materials and Attachments...........................................................................259
Reviewing Candidature Details Information................................................................................260
Reviewing Application Regional Information.............................................................................262
Chapter 8: Using File Parser for Loading Applications......................................................................263
viii Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved.
Contents
Related Documentation for Using File Parser for Loading Applications..........................................263
Before You Begin...............................................................................................................................263
Setup for Loading Applications Using File Parser............................................................................263
Setting Up Admission Transactions...................................................................................................265
Setting Up File Parser.........................................................................................................................266
Running the File Parser Process.........................................................................................................272
Processing Staged Data.......................................................................................................................273
Commonly Used Calculated Mapping Application Class Objects.....................................................274
Application Center Default..........................................................................................................275
Chapter 9: Managing PeopleSoft Prospect/Admissions Data Load Transactions.............................279
Related Documentation for Prospect/Admissions Data Load Transactions.......................................279
Understanding Prospect/Admission Data Load Transactions.............................................................279
CRM for Higher Ed EIPs and Prospect/Admissions Data Transactions......................................283
Entity Registry and PDL Transactions...............................................................................................283
Configuring PDL Setup......................................................................................................................285
Setting Up Data Update Rules Entry...........................................................................................285
Setting Up Transaction.................................................................................................................288
Setting Up CTM Transaction Security.........................................................................................290
Understanding the Entity Registry Impacts.................................................................................291
Setting Up Common Attribute Framework..................................................................................292
Setting Up Filtering for Common Attributes...............................................................................294
Setting Up Prospect Configuration.....................................................................................................301
Pages Used to Set Up Prospect Configuration............................................................................302
Mapping Online Prospect/Admissions Data Load Transactions to Academic Careers................302
Setting Up Prospect Defaults for Prospect/Admissions Data Load Transactions........................303
Setting Up 3C Event IDs for Prospect/Admissions Data Load Transactions..............................305
Setting Up File Parser for PDL..........................................................................................................305
Before You Begin.........................................................................................................................305
File Parser Setup..........................................................................................................................306
Running the File Parser Process..................................................................................................311
Reviewing and Editing Staged PDL Transactions.............................................................................312
Pages Used to Review and Edit Staged PDL Transactions.........................................................313
Impact of CTM Transaction Security on Navigation..................................................................313
Header on the Prospect/Admissions Staging Pages.....................................................................316
Reviewing Academic Information Data and Error Messages......................................................317
Reviewing Education History......................................................................................................320
Reviewing Prospect Data.............................................................................................................321
Reviewing General Materials.......................................................................................................323
Posting PDL Transactions...................................................................................................................324
Processing Steps for Posting all Staged Data for a Specific Transaction....................................325
Processing Steps for Posting a Subset of Staged Data for a Specific Transaction.......................327
Processing Steps for Posting All Test Scores But Create Prospects for Only a Subset of the
Test Takers for a Specific Transaction.........................................................................................329
Commonly Used PDL Calculated Mapping Application Class Objects............................................331
Delivered PDL Templates...................................................................................................................336
College Fair Automation (CFA)...................................................................................................337
International English Language Testing System (IELTS)............................................................340
Pearson Test of English (PTE).....................................................................................................342
Test Of English as a Foreign Language (TOEFL).......................................................................345
Graduate Management Admission Test (GMAT)........................................................................349
Graduate Record Examinations (GRE)........................................................................................354
Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved. ix
Contents
Educational Opportunity Service (EOS)......................................................................................362
American College Testing (ACT)................................................................................................365
Advanced Placement (AP)...........................................................................................................379
Law School Admission Test (LSAT)...........................................................................................385
Chapter 10: Setting Up External Test Score Loads.............................................................................391
Understanding External Test Score Loads Setup...............................................................................391
Enabling the Posting to CRM Option................................................................................................392
Defining External Test Components...................................................................................................392
Page Used to Define External Test Components.........................................................................393
Defining External Tests......................................................................................................................393
Page Used to Define External Tests............................................................................................393
Defining External Tests................................................................................................................394
Defining and Reviewing External Data Setup Tables........................................................................395
Pages Used to Review External Data Setup Tables.....................................................................396
Mapping AMCAS Ethnic Groups................................................................................................400
Mapping AMCAS Country Codes...............................................................................................401
Mapping SAT Country Codes......................................................................................................403
Mapping Ethnicity Codes.............................................................................................................405
Mapping GMAT State/Province Codes........................................................................................406
Mapping External Tests IDs...............................................................................................................407
Understanding External Test ID Mapping...................................................................................407
Page Used to Map External Tests IDs to PeopleSoft Test Codes................................................407
Mapping External Tests IDs to PeopleSoft Test Codes...............................................................408
Mapping External Test Codes to Internal Codes................................................................................409
Understanding External Test Data Mapping................................................................................409
Pages Used to Map External Test Codes to Internal Codes........................................................411
Mapping Academic Interest Codes..............................................................................................413
Mapping Extracurricular Activity Codes.....................................................................................414
Mapping Religious Preference Codes..........................................................................................415
Mapping Admit Terms.................................................................................................................416
Mapping Programs, Plans and Subplans......................................................................................417
Chapter 11: (CAN) Setting Up to Receive OUAC Transactions.........................................................419
Setting Up EDI Manager for OUAC Transactions............................................................................419
Setting Up OUAC Law Categories....................................................................................................424
Page Used to Set Up OUAC Law Categories.............................................................................424
Setting Up Teaching Subjects and CEGEP Programs........................................................................424
Pages Used to Set Up Teaching Subjects....................................................................................424
Setting Up OUAC Organizations.......................................................................................................425
Pages Used to Set Up OUAC Organizations...............................................................................425
Adding OUAC Organizations......................................................................................................426
Specifying a Primary Contact and Department for an OUAC Organization...............................426
Entering OUAC Organization Data.............................................................................................427
Entering School Data...................................................................................................................427
Assigning GPA Types to OUAC Organizations..........................................................................428
Defining School Course Classifications for OUAC....................................................................428
Defining the SECSCH Comment Category.................................................................................428
Chapter 12: Setting Up for Evaluating Applicants..............................................................................429
Prerequisites for Applicant Evaluations.............................................................................................429
Setting up Applicant Evaluation.........................................................................................................429
Pages Used to Set up Applicant Evaluation................................................................................429
Defining Rating Schemes.............................................................................................................431
x Copyright © 1988, 2014, Oracle and/or its affiliates. All rights reserved.