Emsi Career Coach is a powerful tool to help your advisees find potential careers based on their interests, and now it can be integrated with Jenzabar One. Once your school has and Emsi account, the new Jenzabar Unity platform allows Career Coach to be added to J1 Web (for advisors) and the Campus Portal (for students).

Students begin by accessing the Career Coach website, creating an account, and taking an assessment. Their results will automatically be displayed in their Campus Portal and in J1 Web. You can see your advisee's top traits, career matches, and saved careers, providing a great starting point for you to discuss their goals and academic plans. All of the information shown in the Career Coach feature comes directly from the Career Coach website.

For more information about Career Coach setup, see the online help for J1 Web and the Campus Portal.

These two reports, which are for one individual at a time, show the ID but no longer show the name. That's because the reports are connected with Legal Name, which requires permission to view.

Students can now set up automatic, recurring payments on their self-service payment plans. This feature will allow students to be billed automatically and help them save time and prevent late payments. Used in conjunction with the Authorize.Net Automated Recurring Billing functionality, Jenzabar One’s automatic payment plan payments will provide a reliable and convenient way for students to work with their payment plans.

Updates to the Campus Portal include:

When a student is waitlisted in a section and the instructor grants a course-full override, the student can now move the course from waitlisted to registered status.

In the Student Registration feature, during the withdrawal period, a student can click a course on their planning calendar and withdraw from the course. (Depending on Registration Settings in J1 Web, they may not be able to withdraw from all courses in a term.)

In the Student Registration Feature, courses on a student's planning calendar are marked Must Pay if payment is required before registration. The student can click the Pay now button to pay the course. When they pay, the course is automatically registered.

The new Direct Deposits feature works with the Student Self-Service options to provide students with more control over their refunds and financial accounts. Students can set up one direct deposit account that will allow your school to automatically transfer refunds making the process quick, easy, and safe.

To make the Student Self-Service Payment Plan process even better, email notifications are now available for payment plan events, keeping students informed throughout the process. Events include:

In both My Financial Account and Online Payment Administration settings, there is a new option for assigning year and term to total account balances and total plan payments. This setting is used to determine how year and term will be decided when creating a receipt for online payments that do not have a specific year/term already assigned.

1098-T files in the Financial Document Center will now show a format of PDF or Data. If the file link has a Data label, then the 1098-T was generated prior to the student consenting to online forms.

Many new features in the 2019.2 and 2019.3 releases help students with their requirements, schedules, grades, and finances.

When a payment is made online from the old My Student Information or the new My Financial Account and Payment Plan features, the payment transactions are updated with the appropriate year/term and billing period. Transaction dates are used in the data collection portion of the Generate 1098-T process to identify eligible payments. When using the My Student Information feature, the system will use the year/term of the student’s oldest account balance and will update the payment transaction with a billing period if one is associated with the account. When using the My Financial Account and Payment Plan features, the system will first look to see if a payment is for a payment plan or account balance and look for a year/term or billing period, if neither are available, the system will use the year/term or billing period from the student’s oldest account balance.

If your school has set up and turned on the 1098-T Notification in J1 Desktop, students now receive an email when the Publish to Students button is clicked on the Generate 1098-T window, letting students know when a new form is available in the Financial Document Center.

To help with clarity, the settings for the Financial Document Center have been updated to be more specific for the type of documents displayed. Instead of the generic ‘Statement Display’ option, the setting options are now ‘Account Statement Display’ and ‘1098-T Display’.

There is a new setting for the My Financial Account feature for Account Statement Access. If this setting is turned on, students will see a link to their account statement on the main view of the My Financial Account feature and on the Account Details and History screen. The Account Statement screen allows students to open and print a PDF of their statement as of the time they click the link.

Student account balances include any subsidiaries defined in J1 Desktop on the Define Journal Source Codes window.

The new Student Home Page is a central hub that gives students organized information at a glance: progress toward graduation, bills due, and upcoming registration periods. Alerts let students know when they have holds or need registration clearance. Each block on the page contains links to pages where they can view details or make changes. The categories include these:

The new Student Registration feature allows all students to plan their schedules by placing courses on a planning calendar. The feature guides students' registration process according to their academic plan or their degree audit. If they have neither, they use a standard course search. But in all cases, they use the planning calendar while they work out their schedules, get required approvals and clearances, and take care of any holds.

Finding Courses

With an Academic Plan

With a Degree Audit but No Academic Plan

Tip

You can hide completed courses.

With Neither Academic Plan nor Degree Audit

Working Out A Schedule

Once students find a section, they can view details, contact the instructor, or add it to their schedule. Adding it to the schedule doesn't register them; it just places the course on their calendar to help them plan.

Students work out a schedule by adding courses to your calendar, experimenting with various sections, until they find the combination that meets their requirements. During this process, they can register for some courses, request approvals and permissions for others, and keep others on their calendar without registering. Their calendar may include conflicts and warnings while they're in the planning stages.

The Financial Document Center allows students to access all important finance related documents in one location. From tax documents to student statements, documents can be viewed, printed, and downloaded as needed.

The My Financial Account feature allows students to see all their account balances in one location, make payments, and see any important notifications for their account.

The Payment Plan feature offers a convenient way to help students manage college expenses. Instead of paying their college bill for a semester or quarter all at once, they can split college bills into monthly payments. From this page, they can view their eligible payment plans and choose the option that is right for them.

This feature enables students to make online payments. While payments cannot be made from this page, it must be available for the online payment features on the My Financial Accounts, Payment Plan, and Student Home Page to work. When students click the Make a payment or Pay ahead on account buttons, the Payment Checkout page will automatically open in a new browser tab allowing students to enter their payment information.

The Student Academic Information feature enables users to quickly check all of their relevant academic information in one location on the Campus Portal. The user can navigate through these sections by clicking the tabs. Each tab opens to display more details.

If there is no relevant information in a section, that section displays a message.

The Student Grade Report feature displays a user’s grades and academic information for Final, Midterm, or any other school designated grade period.

To generate a grade report, a user selects the desired term and grade period, and then clicks View Grade Report to view their results. If the school uses numeric and/or narrative grading, those grades appear in the report.

The Online Payment Administration feature allows you to configure the Campus Portal so that it can accept payments from constituents like Students, Online Donors, Candidates, etc. If you want online payments to be available, you will need to make sure you are using Authorize.Net as a hosted payment form.

If this is not setup, the Make a payment and Pay ahead on account buttons throughout the Campus Portal will be inactive.