PeopleSoft Version 8 Financial Aid Workshop

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PeopleSoft Version 8 Financial Aid Workshop

• Presented by
• Janet Rathbun
• Kathy Camper
• Cathy Swain

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Review Panels
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• Package Status Summary

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• Financial Aid Status

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• FA Term

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• Award Activity

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• Authorize/Disburse

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• Customer Account

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3 Cs
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Table Setup
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Running Processes
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• ISIR Load Process

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• Repackage Pell Grant

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• Process Monitor

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Financial Aid Student Self Service
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Table Setup
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Student Access
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Student Sign-on
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Student Menu System
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What to do next
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Setup everything you can in 7.6 Aid Year
table Valid Careers for aid year Aid processing
rules Terms of the aid year School codes for
institution Careers for school code FA Term
setup Loan setup Disbursement
Rules 3Cs Budgets Packaging Plans and
formulas Missing Information LetterTest, Test,
Test