University of Minnesota
The Upgrade (ESUP)
http://www.upgrade.umn.edu/
ESUP logo - click to go to Home

Training & Education

Education materials related to upgraded systems are available below. Important information includes:


Current courses and materials are available on the Controller's Office Training page.

Current courses and materials are available on the HRMS Instruction website.


“Student Systems” or “Student” training information is primarily for collegiate and departmental staff who work with student systems, i.e. PeopleSoft Campus Solutions. For these users, there is one required training, the online Student Systems Upgrade Overview Course course. This foundational course discusses major changes and explains how to access additional training resources.


One group of staff in student systems (staff who schedule classes, i.e. ECS users) have an additional required training course: Collaborative Class Scheduling (CCS) Training.


For more information about training resources, see the information below and visit https://asr.umn.edu/upgradetraining.


Students interested in how these changes will affect them should visit http://upgrade.umn.edu/student/index.html.


In addition to the Upgrade Overview Course, student systems users will have training guides and other tools specific to the work they do. These materials are posted at https://asr.umn.edu/upgradetraining.


With the Upgrade, PeopleSoft users will now be able to access University-specific training materials on select topics from the help button in PeopleSoft. This tool is called User Productivity Kit (UPK). You can preview many of these materials at https://asr.umn.edu/upgradetraining.

This new functionality is PeopleSoft’s delivered student degree audit. This is being rolled out in a pilot program with the College of Education and Human Development (CEHD) graduate programs. This functionality will be rolled out to additional colleges after the Upgrade and training will be made available as needed. Information is also available at https://asr.umn.edu/academicadvisement.

Most of the changes for Admissions staff and collegiate and departmental admissions staff relate to the display of data on the pages they typically work with. These changes are explained at https://asr.umn.edu/admissions and using the User Productivity Kit (UPK).

Financial aid processes will shift from customized processes to delivered PeopleSoft functionality. The majority of these changes apply to internal staff. Training for collegiate staff on scholarship processes will be available soon.

The SEVIS application allows International Student and Scholar Services staff to process international students and scholars here at the University. SEVIS has produced User Productivity Kit (UPK) tutorials on its processes, which will be available through the help button in PeopleSoft once the upgraded systems have launched.

Student Finance processes are shifting from customized processes to delivered PeopleSoft functionality. Staff working on Student Refunds and Third-Party Billing will notice significant changes. Staff working with parents or students will also need to become familiar with changes to the new payment plan process and the delivered parent/guest access functionality. Some User Productivity Kit (UPK) tutorials are available at https://asr.umn.edu/studentfinance and will be available through the help button in PeopleSoft once the upgraded systems have launched.

Student records staff will have new functionality in PeopleSoft 9.0 related to academic standing, class permissions, quick admit, quick enroll, schedule of courses, service indicators, batch processing of student groups, and waitlists/auto-enroll. More information and some User Productivity Kit (UPK) tutorials are available at https://asr.umn.edu/srtrainingmaterials and will be available through the help button in PeopleSoft once the upgraded systems have launched.


There will be new self-service centers available via the new MyU: Advisor Center, Faculty Center, and Student Center. Guides will be posted for each of these centers and you can watch a sneak peek for an overview.


Some functionality will also have changes with the Upgrade such as class schedule, class search, enrollment processing, enrollment verification, grade entry, milestones, program plan, search/match, term activation, and transcripts. More information is available at https://asr.umn.edu/srtrainingmaterials.

With the rollout of the upgraded systems, the University implemented a new MyU at www.myu.umn.edu. Log in using your x.500 login information.