Georgia Enhancements for Georgia Enhancements for Financial Aid Overview

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h OP d lTopics 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

• Using the HOPE Module– The Georgia Banner Enhanced Financial Aid HOPE

Process calculates transfer and institutional hours to determine HOPE eligibility for financial aid. g yGeorgia’s HOPE Scholarship Program is entirely funded by the Georgia Lottery and administered by the Georgia Student Finance Commission (GSFC). It 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 institutions. The HOPE Invoicing Process produces an invoice to be sent to the GSFC.

• Using the HOPE Moduleg– Process Flow

• Setting up Codes and Rulesg p– Create detail codes for HOPE fund codes (ZSADETC)– Establish fund codes (RFRBASE)

D fi l f f d d (RFRMGMT)– Define rules for fund codes (RFRMGMT)– Specify fund codes used in HOPE processing

(ZFRHOPE)f d d f O l b l– Define codes to determine status of HOPE eligibility

(ZTVHPEL)– Define reason codes for HOPE eligibility (ZTVHPER)

• Using the HOPE Moduleg– Process Flow

• Setting up Codes and Rulesg p– Define work that should be excluded from HOPE GPA

processing (ZHAHPEX)– Define level specific codes for HOPE processing – Define level specific codes for HOPE processing

(ZTVTIER)– Create cross-reference rules for tuition, fees, and books

(SOAXREF)(SOAXREF)– Create cross-reference rules for detail category codes

(SOAXREF)

• Using the HOPE Moduleg– Process Flow

• Setting up Codes and Rulesg p– Define rules for HOPE tracking, budgeting, awarding

(ZORRULE)• Create HOPE High School Records (ZORHHSL)• Create HOPE High School Records (ZORHHSL)

– Loads eligibility records into ZHAHOPE form

• Using the HOPE Moduleg– Process Flow

• Calculate and verify HOPE eligibilityy g y– Calculate HOPE Transfer GPA (ZORHTGA)

» Loads transfer hours into ZHAHOPE formC l l t HOPE GPA (ZORHGPA)• Calculate HOPE GPA (ZORHGPA)

– Loads transfer hours from ZORHTGA and institutional hours into ZHAHOPE form

• Using the HOPE Module– Process Flow

• View eligibility data (ZHAHOPE)– View institutional and transfer attempted hoursView institutional and transfer attempted hours– View checkpoints for tracking HOPE GPA– View Paid Hours data

• Create the HOPE Invoicing Extraction File (ZHRHINV)• Create the HOPE Invoicing Extraction File (ZHRHINV)– Extracts records to be sent to the GSFC for payment

• Load the GSFC Return File (ZHRGHIL)P d f d f f h GSFC f – Provides fund payment information from the GSFC after submitting the invoice file

• Using the HOPE Moduleg– Process Flow

• View individual student data from return file (ZHARCON)(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 eligibilityy g y• Run Reconciliation report (ZHRFARR)

– Compares payment amounts from the GSFC and Banner

• Title IV and HOPE Authorizations– Students use Georgia Banner Enhanced

Financial Aid Title IV and HOPE Scholarship pOnline Authorizations to provide authorization for handling of funds categorized as Title IV funds or HOPE Scholarship funds. The authorizations follow federal and state guidelines federal and state guidelines.

• Title IV and HOPE Authorizations– Process Flow

• 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

• Title IV and HOPE Authorizations– Process Flow

• Building RulesC lid i d– Create validation 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

• Title IV and HOPE Authorizations– Process Flow

• Build Rules– Verify validation codes (TVVAUTH)– Verify rules for crosswalk validation (GTVSDAX)

• Executing Authorizationsg– Log in as student with Title IV and HOPE funds– Select authorizations

Submit authorizations– Submit authorizations– Click submit on verification page

• Title IV and HOPE Authorizations– Process Flow

• 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)

• Satisfactory Academic Processy– The Georgia Banner Enhanced Student and

Financial Aid Satisfactory Academic Progress (SAP) l l t t f d (SAP) process calculates transfer and institutional hours and GPA to determine student eligibility for financial aid. Federal student eligibility for financial aid. Federal law requires institutions disbursing Title IV funds to students to create policies for

it i SAP monitoring SAP.

• Satisfactory Academic Processy– Process Flow

• Setting up Codes and Rulesg p– Create group codes (ZTVSGRP)– Establish Quantitative and Qualitative hours for SAP

and GPA rules (ZORSAPR)and GPA rules (ZORSAPR)– Set grade codes (ZHASGRD)– Create progress codes in baseline (RTVSAPR)

C d f SA l ( O )– Create aid-year specific SAP rules (ZORRULE)

• Satisfactory Academic Processy– Process Flow

• Place students in appropriate SAP groups (ZOBSGRP)(ZOBSGRP)

• Run ZOBSGRP before running ZOBSAPR to ensure students are placed in correct SAP groupsp g p

• Calculate current SAP status (ZOBSAPR)• Review individual student’s status (ZOASAPR)

V if t t i d t d (ROASTAT)• Verify status is updated (ROASTAT)

• College Work Study Interfaceg y– The Georgia Banner Enhanced Student and

Financial Aid College Work Study Interface g y(CWSI) process inserts College Work Study payroll information from ADP into Banner, eliminating manual entry. Users maintain CWSI through Banner baseline and Georgia EnhancementsEnhancements.

• College Work Study Interfaceg y– Process Flow

• Setting up Codes and Rulesg p– Create Authorization Status Codes (RTVAUST)– Establish job skills (RJRJREQ)

A i t j b titl d d i ti ith lid t – Associate job titles and descriptions with valid pay rates (RJRJOBT)

– Establish name and address information for student employment locations (RJAPLBD)employment locations (RJAPLBD)

• College Work Study Interfaceg y– Process Flow

• Setting up Codes and Rulesg p– 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)

• College Work Study Interfaceg y– Process Flow

• Create employment authorization for individual d (RJASEAR)students (RJASEAR)

• The EPOP006 process is run in ADP. The process creates an epop006.txt file to load into Bannerp p

• Place file in your $DATA_HOME/tapedata/finaiddirectory to be processed (rename ‘CWS######.txt’)CWS######.txt )

• Run the CWSI Load process (ZRPWST1)• Review error report (zrpwst1.lis)

• College Work Study Interfaceg y– Process Flow

• Make corrections based on error messages in .lis gfile

• Rerun the CWSI Load Process until no errors are t dencountered

• Run the CWSI Update process (ZRPWST2)• Verify output files• Verify output files

• College Work Study Interfaceg y– Process Flow

• Verify updates in Banner (RPAAWRD/RJASEAR)y p ( / J )• Produce CWSI Report (ZRRWSTD)• Review Balance Report output (.lis file)

• GSFAPPS Load to Banner– The Georgia Student Finance Commission

(GSFC) has implemented the GSFAPPS ( ) papplication for all GSFC administered funds beginning with Summer 2006. The application will be loaded into Banner in order for campuses to view all pertinent application data for a student data for a student.

• GSFAPPS Load to Banner– Process Flow– Manual process…p

• Request application/Paid Hours data from GSFC• Retrieve GAD###.txt file from SURFER

L d GAD### t t fil i t B• Load GAD###.txt file into Banner– Automatic process…

• Request data file from GSFC (ZHRAPPS)Request data file from GSFC (ZHRAPPS)• Download txt file from SURFER inbox• Save to a secure location

• GSFAPPS Load to Banner– Process Flow

• Load txt file into Banner (ZOPAPPL)( )• View application/Paid Hours data (ZHAAPPS)• View Paid Hours data and history (ZHAHOPE)

• Self-Service Student Information Status Summary– As part of the Student System Consolidation Project,

ITS provided an enhancement to display student 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 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 Georgia Requirements status (ZOAGARP), HOPE eligibility, and transfer credits would be available in one location.

• 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 • 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.

• Self-Service Student Information Status Summary– Viewing the Student Information Status Viewing the Student Information Status

SummaryThe HOPE Eligibility Status section includes the g y

following:• Eligibility Status

D t• Date• HOPE GPA

• Local Print Solution– Modifications provide users the ability to

view and print process .lis and .log files in p p gBanner 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 the Process Submission Controls form (GJIREVO).

• Local Print SolutionR P t th D t b– 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 menuform (GJIREVO) from the Options menu.

• Questions

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• GeorgiaBEST Highlights– The GeorgiaBEST Team has published a new

Highlights video to offer our customers a quick view at the latest enhancements to be quick view at the latest enhancements to be delivered.To access the video go to – To access the video, go to http://www.usg.edu/georgia_best/ and click GeorgiaBEST Highlights Videog g g

• Additional ITS Resources– To create a new or update an existing production

down, business interrupting (emergency) support request, call the ITS Helpdesk immediatelyq , p y

• 706-583-2001• 1-888-875-3697 (toll free in Georgia)

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