Financial Aid Overview

Transcription

1 Georgia Enhancements for Financial Aid Overview

2 Session Rules Audio will only be available for the instructor. If you are experiencing audio problems, please check the sound settings on your computer and/or log out and back into Wimba. Questions may be entered in the text chat Questions may be entered in the text chat window at any time during the session.

3 Topics for Discussion Using the HOPE Module Title IV and HOPE Authorizations Satisfactory Academic Process College Work Study Interface GSFAPPS Load to Banner Self-Service Student Information Status Summary Local Print Solution

4 Using the HOPE Module The Georgia Banner Enhanced Financial Aid HOPE Process calculates transfer and institutional hours to determine HOPE eligibility for financial aid. Georgia s HOPE Scholarship Program is entirely funded by the Georgia Lottery and administered by the Georgia Student Finance Commission (GSFC). It provides scholarship and grant assistance to residents of Georgia attending eligible Georgia post-secondary institutions. The HOPE Invoicing Process produces an invoice to be sent to the GSFC.

5 Using the HOPE Module Setting up Codes and Rules Create detail codes for HOPE fund codes (ZSADETC) Establish fund codes (RFRBASE) Define rules for fund codes (RFRMGMT) Specify fund codes used in HOPE processing (ZFRHOPE) Define codes to determine status of HOPE eligibility l (ZTVHPEL) Define reason codes for HOPE eligibility (ZTVHPER)

6 Using the HOPE Module Setting up Codes and Rules Define work that should be excluded from HOPE GPA processing (ZHAHPEX) Define level specific codes for HOPE processing (ZTVTIER) Create cross-reference rules for tuition, fees, and books (SOAXREF) Create cross-reference rules for detail category codes (SOAXREF)

7 Using the HOPE Module Setting up Codes and Rules Define rules for HOPE tracking, budgeting, awarding (ZORRULE) Create HOPE High School Records (ZORHHSL) Loads eligibility records into ZHAHOPE form

8 Using the HOPE Module Calculate and verify HOPE eligibility Calculate HOPE Transfer GPA (ZORHTGA)» Loads transfer hours into ZHAHOPE form Calculate l HOPE GPA (ZORHGPA) Loads transfer hours from ZORHTGA and institutional hours into ZHAHOPE form

9 Using the HOPE Module View eligibility data (ZHAHOPE) View institutional and transfer attempted hours View checkpoints for tracking HOPE GPA View Paid Hours data Create the HOPE Invoicing Extraction File (ZHRHINV) Extracts records to be sent to the GSFC for payment Load the GSFC Return File (ZHRGHIL) Provides fund payment information from the GSFC after submitting the invoice file

10 Using the HOPE Module View individual student data from return file (ZHARCON) Displays Banner and GSFC award amounts and hours per term Verify learning support (ZORLSUP) Provides a list of students with learning support hours that may affect financial aid eligibility Run Reconciliation report (ZHRFARR) Compares payment amounts from the GSFC and Banner

11 Title IV and HOPE Authorizations Students use Georgia Banner Enhanced Financial Aid Title IV and HOPE Scholarship Online Authorizations to provide authorization for handling of funds categorized as Title IV funds or HOPE Scholarship funds. The authorizations follow federal and state guidelines.

12 Title IV and HOPE Authorizations Administering WebTailor Log into the secure area of Banner Self-Service Select New WebTailor Administration Select Information Text label Modify Information Text Assign privileges for HOPE authorization Exit WebTailor

13 Title IV and HOPE Authorizations Building Rules Create validation i codes Modify rules As WebTailor Administrator Customize Information Text Labels from GTVSDAX are used to modify or reorder text Create appropriate privileges for ztgkauth.zp_authorize_from_login

14 Title IV and HOPE Authorizations Build Rules Verify validation codes (TVVAUTH) Verify rules for crosswalk validation (GTVSDAX) Executing Authorizations Log in as student with Title IV and HOPE funds Select authorizations Submit authorizations Click submit on verification page

15 Title IV and HOPE Authorizations Verification of Authorizations Authorizations made by student placed on Authorization Form (TVAAUTH) Prevents refunding of Financial Aid by using Auto Refunding of Credit Amounts Process (TSRRFND)

16 Satisfactory Academic Process The Georgia Banner Enhanced Student and Financial Aid Satisfactory Academic Progress (SAP) process calculates l transfer and institutional hours and GPA to determine student eligibility for financial aid. Federal law requires institutions disbursing Title IV funds to students to create policies for monitoring i SAP.

17 Satisfactory Academic Process Setting up Codes and Rules Create group codes (ZTVSGRP) Establish Quantitative and Qualitative hours for SAP and GPA rules (ZORSAPR) Set grade codes (ZHASGRD) Create progress codes in baseline (RTVSAPR) Create aid-year specific SAP rules (ZORRULE)

18 Satisfactory Academic Process Place students in appropriate SAP groups (ZOBSGRP) Run ZOBSGRP before running ZOBSAPR to ensure students are placed in correct SAP groups Calculate current SAP status (ZOBSAPR) Review individual student s status (ZOASAPR) Verify status t is updated d (ROASTAT)

19 College Work Study Interface The Georgia Banner Enhanced Student and Financial Aid College Work Study Interface (CWSI) process inserts College Work Study payroll information from ADP into Banner, eliminating manual entry. Users maintain CWSI through Banner baseline and Georgia Enhancements.

20 College Work Study Interface Setting up Codes and Rules Create Authorization Status Codes (RTVAUST) Establish job skills (RJRJREQ) Associate job titles and descriptions with valid pay rates (RJRJOBT) Establish name and address information for student employment locations (RJAPLBD)

21 College Work Study Interface Setting up Codes and Rules Build job placement rules (RJRPLRL) Build employment default rules (RJRSEDR) A d t d t titl d t i W k St d Award students entitled to receive Work Study (RPEPCKG/RPAAWRD)

22 College Work Study Interface Create employment authorization for individual students (RJASEAR) The EPOP006 process is run in ADP. The process creates an epop006.txt p file to load into Banner Place file in your $DATA_HOME/tapedata/finaid directory to be processed (rename CWS######.txt ) Run the CWSI Load process (ZRPWST1) Review error report (zrpwst1.lis)

23 College Work Study Interface Make corrections based on error messages in.lis file Rerun the CWSI Load Process until no errors are encountered Run the CWSI Update process (ZRPWST2) Verify output files

24 College Work Study Interface Verify updates in Banner (RPAAWRD/RJASEAR) Produce CWSI Report (ZRRWSTD) Review Balance Report output (.lis file)

25 GSFAPPS Load to Banner The Georgia Student Finance Commission (GSFC) has implemented the GSFAPPS application for all GSFC administered funds beginning with Summer The application will be loaded into Banner in order for campuses to view all pertinent application data for a student.

26 GSFAPPS Load to Banner Manual process Request application/paid Hours data from GSFC Retrieve GAD###.txt file from SURFER Load GAD###.txt t file into Banner Automatic process Request data file from GSFC (ZHRAPPS) Download txt file from SURFER inbox Save to a secure location

27 GSFAPPS Load to Banner Load txt file into Banner (ZOPAPPL) View application/paid Hours data (ZHAAPPS) View Paid Hours data and history (ZHAHOPE)

28 Self-Service Student Information Status Summary As part of the Student System Consolidation Project, ITS provided an enhancement to display student advisement and status information in a single Self- Service Banner web page (Student Information Status Summary) for access by both advisors and students. Information such as basic student status, program of study, academic standing, Regents GPA, test scores, Georgia Requirements status (ZOAGARP), HOPE eligibility, and transfer credits would be available in one location.

29 Self-Service Student Information Status Summary Accessing the Student Information Status Summary as a Student Log in to the Secure Area of Self-Service Banner Access the View Student Information menu option from the Student Menu Select the current registration term Select the appropriate transcript level and type Submit the request.

30 Self-Service Student Information Status Summary Viewing the Student Information Status Summary The HOPE Eligibility Status section includes the following: Eligibility Status Date HOPE GPA

31 Local Print Solution Modifications provide users the ability to view and print process.lis and.log files in Banner rather than users directly accessing the operating system. This enhancement also creates a.pdf of the.lis file and permits the saved documents to be opened directly from the Process Submission Controls form (GJIREVO).

32 Local Print Solution Run Processes to the Database Execute the process from job submission using Database in the Printer field. When process has completed, output may be viewed by selecting the Saved Output Review form (GJIREVO) from the Options menu.

33 Questions

34 Participant Poll Your participation in this session is important to us. Please be sure to fill out the participant poll. Include your name and the names of all participants in the room with you and the institution name.

35 GeorgiaBEST Highlights The GeorgiaBEST Team has published a new Highlights video to offer our customers a quick view at the latest enhancements to be delivered. To access the video, go to and click GeorgiaBEST Highlights g Video

36 Additional ITS Resources To create a new or update an existing production down, business interrupting (emergency) support request, call the ITS Helpdesk immediately (toll free in Georgia) For anything else, contact the ITS Helpdesk at (self- service support request) or helpdesk@usg.edu

37 Survey We want to hear your questions, comments, and critiques. Please be sure to fill out the survey following the presentation.