Adding an Advisor In PeopleSoft

Step-by-step

First, guide

click into the myCU tile, then select Academic Information. If you do not have access to this tile, please contact the IT Helpdesk at helpdesk@clarkson.edu

When

Student Advisor is the first option on the menu, so you should automatically be sent to the page below. You can search a student through either their ID number or name. Once you input the students information, click Search.

For new students, all of the boxes will be blank. Fill in the following:

• Academic Career (will always be GRAD)
• Academic Program - select magnifying glass, only one option should populate for the student. It with either be GISE, GBUS, GHSC, or GENG
• Academic Plan - click the magnifying glass, there should only be one option (two if a student arrivesis orworking on a MS and PhD), select the advisorcorrect needsprogram
to
• Unless be updated.

  1. PeopleSoft Path:

  

   2. Addthe student IDhas oran searchMS bysub-plan, name:

  leave

  

  this
  box

  3.blank. If the student isdoes have a sub-plan, click the magnifying glass and select the option available

• Academic Advisor - click the magnifying glass to search for the advisor by name
• You can leave Advisor Percentage and Committee blank

Once the larger boxes are filled out, check off 'Must Approve Enrollment', then click 'Save'.

How to change someone's advisor

If a current student addwishes ato row.change Iftheir advisor, you will access the same Academic Information tile and input the students name or ID number. When on the next page, click the blue plus sign at the top of the page. Note: You must click this plus sign before making any changes, otherwise you will not usebe thatable panel.to save the page.

4. Continue to add Graduate Info. Use the Search as needed.

 

5. Add a lower row ifAfter you have multiple advisors to add. You can addclick the percentagefirst amount.plus

sign,

delete

Clickthe Save

Academic Advisor ID and input the ID of the new advisor. Then, click Save.