batch award load in m-pathways sa/hrms unit liaison meeting wednesday, march 28, 2008 johnson rooms,...

Batch Award Load in M-Pathways

SA/HRMS Unit Liaison Meeting

Wednesday, March 28, 2008

Johnson Rooms, Lurie Engineering Center

Award Load Overview

Streamlines and automates the rapid entry of financial aid awards into M-Pathways

Uses the power of PeopleSoft page and processing edits to ensure data accuracy prior to posting

Provides data validation and reporting throughout the process

Of greatest assistance to larger volume offices or offices that prepare spreadsheets prior to award entry.

Award Load Four Step Process

Step 1: Department prepares award load spreadsheet.

Step 2: Department imports spreadsheet into M-Pathways Award Load page. Data is pre-edited to enhance award entry success. Corrections can be made to spreadsheet and re-imported.

Step 3: Award Entry executed in batch. Step 4: Department runs reports to validate award

successes and failures.

Award Load Training and Access

FA AWARD ENTRY USER training prerequisite; ideal user has award entry experience before using Award Load.

New role – FA AWARD LOAD USER. Training is completed via MAIS LINC self-study course FAS201.

To learn more, see MAIS LINC documents (search “Award Load”): Training for FA AWARD LOAD USER Award Load Process – Simulation Award Load Process – Quick Reference Sheet

Award Load

Let’s take a look…

Questions?

Step 1: Prepare Spreadsheet

Step 2: Import File

Step 2: Import File

Step 2: Import File

Step 2: Import File

Step 2: Import File

Step 2: Import File

Step 3: Execute Award Entry

Step 3: Execute Award Entry

Step 4: Validate Results

Step 4: Validate Results

Step 4: Validate Results