Self Service: Student Quick Reference Guide CUNYfirst
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Campus Solutions
Self Service: Student
Quick Reference Guide
Self Service: Student Quick Reference Guide
Last Updated: 7/8/2014
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Table of Contents
Introduction to Step Sheets ........................................................................................ 4
Getting Started in CUNYfirst ...................................................................................... 5
Managing Mozilla Firefox Pop Up Blockers for CUNYfirst .................................................. 6
Managing Microsoft Internet Explorer Pop Up Blockers for CUNYfirst ............................. 11
Managing Apple Safari Pop Up Blockers for CUNYfirst .................................................... 18
Activate My CUNYfirst Account ........................................................................................ 19
Login to My CUNYfirst Account ........................................................................................ 22
Sign Out of My CUNYfirst Account................................................................................... 23
Change My CUNYfirst Password ..................................................................................... 24
I Forgot My CUNYfirst Password ..................................................................................... 26
Add a Favorite ................................................................................................................. 28
Delete a Favorite ............................................................................................................. 29
Sequence Favorites ......................................................................................................... 30
Student Center Summary ......................................................................................... 31
Academics ................................................................................................................ 32
Self Service – Pathways – FAQ ....................................................................................... 33
View My Weekly Schedule ............................................................................................... 34
View My Grades .............................................................................................................. 36
View My Course History ................................................................................................... 40
View My Transfer Credit Report ....................................................................................... 42
View and Notify Advisors ................................................................................................. 44
Course and Class Search ........................................................................................ 46
View Course Catalog ....................................................................................................... 47
My Academic Planner ...................................................................................................... 52
View Schedule of Classes ............................................................................................... 57
Class Shopping Cart and Validation ................................................................................. 62
Enrollment ................................................................................................................ 70
View Enrollment Appointment .......................................................................................... 71
Class Enrollment .............................................................................................................. 73
Drop Classes ................................................................................................................... 77
Swap Classes .................................................................................................................. 84
View My Class Schedule ................................................................................................. 90
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View My Exam Schedule ................................................................................................. 94
Student Finances ..................................................................................................... 96
Account Inquiry – Bills, Payments and Financial Aid ........................................................ 97
Make an On-Line Payment ............................................................................................ 100
Self Service – Student Financials – FAQ ....................................................................... 106
Financial Aid (BCC, Lehman, Hostos, New Community College, QCC, CUNY Law
students) ................................................................................................................ 111
View Financial Aid ......................................................................................................... 112
Accept/Decline Awards .................................................................................................. 119
Submit Direct Loan Processing Form ............................................................................. 125
Submit Perkins Loan Supplement Form ......................................................................... 129
Personal Contact Information ................................................................................. 133
View/Add/Update Addresses ......................................................................................... 134
Holds and To Do List .............................................................................................. 137
View Holds ..................................................................................................................... 138
View To Do List.............................................................................................................. 140
Submit Immunization/Meningitis Acknowledgement Form ............................................. 143
Submit Pathways My Choice Form ................................................................................ 147
Enrollment Verification and Transcripts .................................................................. 148
Request Enrollment Verification ..................................................................................... 149
View My Unofficial Transcript ......................................................................................... 158
Order Official Transcript ................................................................................................. 161
Graduation ............................................................................................................. 162
Apply for Graduation ...................................................................................................... 163
View My Graduation Status ........................................................................................... 166
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Introduction to Step Sheets
Step Sheets have five features.
1. Topic Name
The topic name indicates the purpose of the procedure.
Each topic name contains key verbs that let you know what you are able to do using that procedure.
View – display record/s
Add – create a new record/s
Update – modify an existing record/s
Delete – purge an existing record/s
2. Descriptive Paragraph
The topic name is followed by a brief descriptive paragraph that states the outcome of the procedure.
Sometimes, the context for usage is described.
3. Navigate to Component
Once you are logged in and selected the HR/Campus Solutions link, then the next step shows the
navigation path to the component.
The path shown starts from the home link on the first page.
Always use the Main Menu on the left.
4. What Users Needs To Do
CUNYfirst needs only a single click.
Locate or find an item to view, add or update.
Search or Look Up the range of values for that field.
Choose the correct value or code from the Search Results or dropdown box.
Infrequently, free form text is entered.
Importantly whenever you see ‘Note:’, then additional information is provided to help use
CUNYfirst effectively and efficiently.
5. Finding Items on a Page
Item names are bolded.
The item name is shown exactly as it appears on the page. Sometimes a non-standard abbreviation is
shown on the page.
The item type is listed after the name.
Note: Use CUNYfirst navigation to go back within the system, do not use your browser's back
button.
Back to Table of Contents
Parts of images
may be obscured
for security reasons.
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Getting Started in CUNYfirst
CUNYfirst is an Internet-based application built on the PeopleSoft Enterprise platform. You may access
this application at any location with Internet access.
An Identity Management System secures all of the data. You will be assigned a User ID and you will
create your own password.
Security access allows you to use all of the functionality that you need. Your access is restricted from
any functionality that you do not need.
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Managing Mozilla Firefox Pop Up Blockers for CUNYfirst
To save or print .pdf files from CUNYfirst, pop-up blockers must be turned-off in your browser prior to
beginning the transaction (step sheet). The user will need to start again from the beginning of the
transaction when the browser’s pop-up blocker is not turned off.
Some browsers allow the user to automatically allow pop-ups from specific websites. Once these
browsers are set, then the user will always be able to get .pdf files or print from CUNYfirst without making
further adjustments.
Major browsers supported by CUNYfirst are Mozilla Firefox, Microsoft Internet Explorer, and Apple Safari.
Note: Each CUNY institution schedules administrative maintenance of browser software as
needed. In that event, this procedure may need to be repeated.
Step
Action
1.
In the header, click the Tools menu.
2.
Select Options.
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3.
Select the Content panel.
4.
Click the Block pop-up windows Exceptions button.
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7.
Click the Close button.
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Managing Microsoft Internet Explorer Pop Up Blockers for CUNYfirst
To save or print .pdf files from CUNYfirst, pop-up blockers must be turned-off in your browser prior to
beginning the transaction (step sheet). The user will need to start again from the beginning of the
transaction when the browser’s pop-up blocker is not turned off.
Some browsers allow the user to automatically allow pop-ups from specific websites. Once these
browsers are set, then the user will always be able to get .pdf files or print from CUNYfirst without making
further adjustments.
Major browsers supported by CUNYfirst are Mozilla Firefox, Microsoft Internet Explorer, and Apple Safari.
Note: Each CUNY institution schedules administrative maintenance of browser software as
needed. In that event, this procedure may need to be repeated.
Step
Action
1.
In the header, click the Tools icon.
2.
From the menu, select Internet options.
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3.
Select the Privacy tab.
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4.
Select the Turn on Pop-Up Blocker checkbox.
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5.
Select the Settings button.
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8.
Click the Close button.
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Managing Apple Safari Pop Up Blockers for CUNYfirst
To save or print .pdf files from CUNYfirst, pop-up blockers must be turned-off in your browser prior to
beginning the transaction (step sheet). The user will need to start again from the beginning of the
transaction when the browser’s pop-up blocker is not turned off.
Some browsers allow the user to automatically allow pop-ups from specific websites. Once these
browsers are set, then the user will always be able to get .pdf files or print from CUNYfirst without making
further adjustments.
Major browsers supported by CUNYfirst are Mozilla Firefox, Microsoft Internet Explorer, Google Chrome,
and Apple Safari.
Note: Each CUNY institution schedules administrative maintenance of browser software as
needed. In that event, this procedure may need to be repeated.
Step
Action
1.
To allow pop-ups in Safari, select Safari on the main tool bar.
2.
If the Block Pop-Up Windows option is checked, select it to uncheck it and unblock
pop-up windows.
Note: This applies to all websites. There is no site specific option in Safari.
End of Procedure.
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Activate My CUNYfirst Account
In order to access CUNYfirst, users activate or claim their account through the Identity Management
System (IMS).
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar.
2.
On the Login page, click on First time users link.
3.
On the Account Activation page, enter First name, Last Name, Date of Birth, Last
4 digits of SS number, and CAPTCHA text.
Note: Use your name of record with correct capitalization for the First Name and
Last Name fields.
Note: Date of birth should be entered in mm/dd/yyyy format e.g. 11/30/1978.
Note: If you are not certain of the information requested, it is recommended that
you contact the Office of Registrar.
4.
Click the OK button.
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5.
On the Challenge Questions and Answers page, select or create five different
questions and enter different answers. In the event you forget your password, then
you will be asked three of these five questions and your answers must match each
character.
Note: In CUNYfirst, users may reset their password with Challenge Questions
and Answers.
6.
Click the OK button.
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7.
On the Choose a Password page, enter and confirm your password.
Note: The two entries must match or the user will have to re-enter both fields.
Note: CUNY Password Policy when choosing a password
8 or more characters
1 or more uppercase letters
1 or more numeric or special characters
Note: CUNY Password Reset Policy
No change for 5 days after last password change
Not one of 4 previous passwords
Expires 90 days after the last password change
An email notification will be sent to users whose password is going to
expire in the next 7 days.
Within the 7 days prior to the expiration of the current password, a
screen displays for the user to change their password
At 90 plus days, CUNYfirst will require the user to change their
password.
8.
To submit the password, click the OK button.
9.
On the User Activation Completed Successfully! page, your Empl ID (CUNY ID) is
displayed as in the example below.
Note: The eight digit Empl ID (CUNY ID) is used to identify you in CUNYfirst.
10.
When you have finished, make a record of your username, Empl ID and password.
End of Procedure.
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FirstName.LastName##
########
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Login to My CUNYfirst Account
CUNYfirst is an internet-based application. Signing into CUNYfirst is just like opening a password-
protected page of a website on the Internet.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar.
2.
Enter your Username and Password and click the Go icon.
Note: Faculty, staff, and students are assigned a unique Username and create
their own Password. Do not share this information with anyone.
3.
From the Enterprise Menu, select the HR/Campus Solutions link.
End of Procedure.
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Sign Out of My CUNYfirst Account
To protect your privacy and prevent unauthorized use of your account, be sure to sign out and close all
web browser windows to end your session.
Step
Action
1.
Click the Sign Out link in the upper right corner of the screen.
2.
You have successfully ended your session in CUNYfirst.
3.
Close all web browser windows to clear the session information.
End of Procedure.
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Change My CUNYfirst Password
A user may change their password for the CUNYfirst Portal using the Identity Management System.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter the CUNYfirst URL https://home.cunyfirst.cuny.edu in your browser’s address
bar to access the CUNYfirst Portal Login page.
2.
Click the Change Password link.
3.
On the Password Change page, enter the correct value for either the User ID or
CUNY ID fields.
Note:
User ID is your CUNYfirst Username, e.g. John.Smith78.
CUNY ID is your unique eight digit Identification number, e.g. 12345678.
4.
Enter the correct value for the Old Password (current password) field.
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5.
Enter identical values for the Password and Confirm Password fields.
Note: CUNY Password Policy when choosing a password:
8 or more characters
1 or more uppercase letters
1 or more numeric or special characters
Note: CUNY Password Reset Policy
No change for 5 days after last password change
Not one of 4 previous passwords
Reminder sent 85 days after last password change
Expires 90 days after the last password change
6.
Click the OK button.
7.
On the Challenge Questions and Answers page, you may also change any or all of
the Questions 1-5 and Answer fields.
8.
Click the OK button.
9.
When the process is completed, then the following confirmation message appears.
10.
To login to CUNYfirst, click the Return to Log-in Page link.
End of Procedure.
Back to Table of Contents
FirstName.LastName##
########
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I Forgot My CUNYfirst Password
This procedure describes how a user retrieves their forgotten password for the CUNYfirst Portal using the
Identity Management System (IMS).
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter the CUNYfirst URL https://home.cunyfirst.cuny.edu in your browser’s address
bar to access the CUNYfirst Portal Login page.
2.
Click the Forgot your password? link.
3.
On the Forgot Password page, enter the correct value for either the User ID or CUNY
ID fields.
Note:
User ID is your CUNYfirst Username, e.g. FirstName.LastName##.
CUNY ID is your unique eight digit identification number, e.g. 12345678.
4.
Click the OK button.
5.
On the Answer To Challenge Questions page three of your five Challenge Questions
display. Enter your answers to the left of the displayed questions.
6.
Click the OK button.
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7.
On the Choose New Password page, enter identical values for the Password and
Confirm Password fields.
Note : CUNY Password Policy when choosing a password:
8 or more characters
1 or more uppercase letters
1 or more numeric or special characters
Note: CUNY Password Reset Policy
No change for 5 days after last password change
Not one of 4 previous passwords
Reminder sent 85 days after last password change
Expires 90 days after the last password change
8.
Click the OK button.
Note: Once submitted, the process may take a couple minutes.
9.
When the process is completed, then the Your Password Has Been Changed
Successfully confirmation message appears.
10.
To login to CUNYfirst, click the Return to Log-in Page link.
End of procedure.
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FirstName.LastName##
########
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Add a Favorite
My Favorites allows you to create your own list of bookmarks to commonly used components in
CUNYfirst.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
When you have navigated to the first page of a frequently used component, in the
Universal Navigation Header click on the Add to Favorites link.
3.
On the Add to Favorites page, either leave the auto-text description or enter text to
create a description of the component.
4.
Click the OK button.
End of procedure.
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Delete a Favorite
My Favorites allows you to delete a bookmark.
Step
Action
1.
Enter
https://home.cunyfirst.cuny.edu
in your browser’s address bar:
Enter your Username and
Password and click the
Go icon.
From the Enterprise
Menu, select the
HR/Campus Solutions
link.
2.
Navigate to: My Favorites > Edit Favorites.
3.
On the Edit Favorites page to remove a favorite, click the Delete button on that
favorite’s row.
4.
On the Message from webpage window to confirm the favorite is to be deleted, click
the OK button.
5.
Click the Save button.
Note: The favorite will not be deleted until you complete this step.
End of procedure.
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Sequence Favorites
On the My Favorites menu, bookmarks are listed in the order in which they were added to My Favorites.
My Favorites allows you to sequence bookmarks of commonly used components in My Favorites on the
CUNYfirst Main Menu.
Step
Action
1.
Enter
https://home.cunyfirst.cuny.edu
in your browser’s address bar:
Enter your Username and
Password and click the
Go icon.
From the Enterprise
Menu, select the
HR/Campus Solutions
link.
2.
Navigate to: My Favorites > Edit Favorites.
3.
On the Edit Favorites page in the Sequence number field, enter a numeral to
indicate the preferred position on the list for each favorite.
Note: The number ‘1’ is the first favorite on the revised list.
4.
Click the Save button.
Note: The sequence of favorites will not be done until this step is completed.
End of procedure.
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Student Center Summary
Students use the Student Center to manage school related activities.
Navigate to: Self Service > Student Center.
Section
Description
Academics
Provides links to academics records and enrollment self-service transactions.
Your schedule displays classes in which you are enrolled for the current term
as of today's date.
If there are no such classes, the system looks at the next term in which the
student is term activated for classes to display.
In addition, a link is provided to the enrollment shopping cart, where students
place sections in which they would like to enroll until their enrollment
appointment.
Note: Placing a section in the enrollment shopping cart does not hold a
seat in the class and is not enrollment in a section.
Finances
Provides links to Student Financials self-service transactions and displays
account summary information.
Institutions using the Financial Aid module within CUNYfirst provide financial
aid information and allow for the processing of selected transactions.
Personal
Information
Provides links to Campus Community self-service transactions. The Home
Address, Mailing Address, Mobile Phone and Campus Email displays.
Holds
Provides a list of current service indicators. Students may click the details link
to get more information on their service indicators.
To Do List
Provides a list of to do items. Students may click the details link to get more
information on their initiated checklists items.
Enrollment Dates
Provides a list of enrollment dates. Students may click the details link to view
the dates they are eligible to enroll in classes via self-service.
Advisor
Provides assigned advisor information. Students may click the details link to
get the name and contact details of their assigned Advisor.
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Self Service – Pathways – FAQ
Students use Self Service to submit their Opt-In to Pathways e-form.
Students who Opt-In to Pathways use self-service to search for courses and class sections in which to
enroll to meet their Pathways requirements.
Your progress on those requirements display on DegreeWorks, the Course History page and the Student
Unofficial Transcript.
Note: Parts of images may be obscured for security reasons.
Q. How do I submit the
Opt-In to Pathways e-form?
On the Student Center page in the To Do List section two items
display in relation to Pathways.
1. About Pathways, Find out more - provides links to both the
Pathways email address and website .url for student to get
more information.
2. Choose Pathway, Yes or No - provides a link to the Pathway
My Choice e-form.
Note: If you are required to see an advisor prior to deciding
whether or not to Opt-In to Pathways, then the advisor will add
the checklist items to your record.
Q. How do I identify the
requirement designation
for courses or class
sections to meet Pathways
requirements?
Courses in the Catalog display the requirement designation/s for the
course.
The Search for Classes component includes a Class Search Criteria
by Requirement Designation.
The Class Detail page Enrollment Information section displays the
Requirement Designation.
Q. How do I see which
Pathways requirements I
have completed?
On the Course History page the column to the right displays the
Requirement Designation for each course.
The Student Unofficial Transcript displays the Requirement
Designation for each course.
Q. Now that I am in
Pathways, where can I find
my remaining degree
requirements?
CUNY colleges students use DegreeWorks as an educational
planning tool. Pathways requirements display in DegreeWorks.
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View My Weekly Schedule
Students are able to use self-service to view their weekly class schedule for a term in either a calendar or
list format. The calendar format reflects the academic calendar of your primary institution.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section click the weekly schedule link.
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4.
Note: This view displays the Academic Calendar of your primary institution.
5.
Select the previous week or next week buttons to go to those schedules.
6.
Alternatively, select the Show Week of calendar icon and enter the week you wish
to view.
7.
As needed, enter the Start Time and End Time (format is 8:00AM or 6:00PM).
8.
Click the refresh calendar button.
9.
From the Display Options section:
Uncheck the Show AM/PM checkbox to change to a 24 hour time display
(6:00PM becomes 18:00).
Check the Show class Title checkbox to display the course name.
Check the Show Instructors checkbox to display the assigned faculty.
Check the checkboxes of those days of the weeks you wish to display.
10.
Click the refresh calendar button.
11.
Select the Printer Friendly Page link and follow your browser’s prompts to print the
schedule.
End of Procedure.
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View My Grades
View or print a listing of your grades and check your current grade point average.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Grades and then click the Go icon.
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4.
On the View My Grades page, select a term radio button and click on CONTINUE
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5.
The View My Grades page displays for the grades for the term:
The term’s Official Grades show the class by course catalog number, the
description, units, grading basis, grade and grade points for the selected term.
Term Statistics display showing units toward GPA, units not for GPA, and the
GPA calculation for that term and the Cumulative Total, and
Your Academic Standing displays.
6.
Select the Printer Friendly Page link and follow your browser’s prompts to print the
page.
End of Procedure.
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View My Course History
Students view their academic history at CUNY. Course History displays a grid of every course a student
has previously taken (including transfer or test credit) with units and grade.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Course History and then click the Go icon.
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4.
Note: The Status column right displays whether the course has been taken,
transferred, is in progress or is either in your planner or shopping cart.
Note: Although not shown above, the Requirement Designation column displays
for Pathways.
5.
Results may be sorted by selecting one or two of these criteria: course, description,
grade, status, term and units from the Sort results by and Then by dropdown
menus.
6.
Click the sort button.
7.
Alternatively, click a column header once to sort the data alphanumerically by that
column.
Note: Click a column header twice to reverse the order.
End of Procedure.
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View My Transfer Credit Report
Students are able to view their Transfer Credit Report. Course Credit details display showing the Source,
receiving Institution, Program, Articulation Term, Status and Units Transferred. Test Credits details
include Transfer Term, Test ID, Test Component, Score, Status, Equivalent course, Units and Grade.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Transfer Credit: Report and then click the Go icon.
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4.
Course Credit details display showing the Source, receiving Institution, Program,
Articulation Term, Status and Units Transferred.
Note: View the Transfer Credit Report to investigate any expected credits that
did not appear on your Course History.
End of Procedure.
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Name
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View and Notify Advisors
Students are able to use Self Service to identify and contact their advisors. Within CUNYfirst, students
may send a notification to their advisor.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center. If applicable, in the Advisor section
your Advisor/s name/s display Click the details link to notify your advisor/s.
3.
Select the Notify checkbox of each Advisor to contact.
Note: You may send a notification to one, any combination or all of your
advisors at one time.
4.
Select the Notify Selected Advisors button.
Name
Name
Name
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5.
Enter the content of your correspondence in the Message Text box.
Note: The sender also receives the notification.
Note: There is no functionality to send attachments.
6.
Click the Send Notification button.
7.
The Send Notification Result page displays.
End of Procedure.
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Recipient’s Email Address/es
Sender Email Address
Sender Email Address
Recipient’s Email Address/es
Sender Email Address
Name
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View Course Catalog
Students are able to use self-service to browse the entire course catalog and add courses to their planner
to take sometime in the future to complete their degree requirements.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Class Search/Browse Catalog > Browse Course
Catalog.
3.
On the Select Institution dropdown menu, select the name of the correct college or
school.
4.
Click the change button.
5.
On the Browse Course Catalog page, click the first letter in a subject’s name.
Name
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6.
Click the correct subject code link to display courses for that subject.
7.
Click either the Course Nbr or Course Title to view the Course Detail.
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8.
If the class is scheduled, then click the view class sections button.
Name
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9.
Beneath the Course Detail, the Course Schedule displays. Click the Terms Offered
dropdown arrow; and then select the correct term.
10.
Click the show sections button.
11.
Click the Section link to display class details
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12.
The Class Details page displays including Class Details, Meeting Information,
Enrollment Information, Class Availability, Description and Textbook/Other Materials.
Note: In the Class Details section the Instructor Mode is shown.
Instructor Mode
Description
In-Person
No course content or assignments are delivered
online.
Web-enhanced
Class meetings are as scheduled. Some course
content, assignments, and required or optional
activities are online.
Partially online
Some class work is online.
Hybrid
(Blended)
20-80% of class meeting time is either online activity
or virtual meetings.
Online
Greater than 80% of class meeting time is either
online activity or virtual meetings.
Fully online
All class work is online.
End of Procedure.
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My Academic Planner
Using My Academic Planner, students may store courses to complete remaining degree requirements.
Courses in the planner are selected from a Course Catalog.
Students may assign each course in their planner to a future term with the intent of enrolling in that
course once it appears in that term’s Schedule of Classes.
Information in your Academic Planner may be transferred into DegreeWorks. However, information in
DegreeWorks may not be transferred into your CUNYfirst Academic Planner. There is an advantage to
using DegreeWorks in that it shows your progress towards your degree requirements.
Note: Some CUNY colleges have as policy that students use DegreeWorks as an educational
planning tool.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Academic Planner and then click the Go icon.
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4.
To add courses to the Planner using, click the Browse Course Catalog button.
5.
On the Browse Course Catalog page, click the first letter in a subject’s name.
6.
Click the correct subject code link to display courses for that subject.
Name
Name
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7.
Click either the Course Nbr or Course Title to view Course Detail.
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8.
Click the add to planner button.
9.
Click the Return to Browse Course Catalog link to go back to the previous page and
repeat as needed.
10.
Click the my planner sub-tab.
Name
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11.
The My Planner page displays a list of Unassigned Courses.
12.
To assign (plan to take) a course in a specific term, click the Select checkbox for
that course.
13.
On the Move selected course to Term dropdown box, select the term you wish to
take the selected course and then click the move button.
14.
The page refreshes and you will see the selected course/s displayed in the selected
term.
End of Procedure.
Back to Table of Contents
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Name
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View Schedule of Classes
Students are able to use self-service to view the schedule of classes for a term and add classes to their
planner, shopping cart or enroll.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the upper right corner, select the SEARCH FOR CLASSES button.
4.
On the Search for Classes page in the Enter Search Criteria section, from the
Institution dropdown arrow, select the correct college or school.
5.
From the Term dropdown arrow, select the correct term.
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6.
In the Class Search Criteria section from the Course Subject dropdown arrow,
select on the correct subject.
Note: At least two search criteria must be selected in this section.
7.
Enter the Course Number shown in the Course Catalog or leave it blank to list all of
that subject’s courses.
8.
From the Course Career dropdown arrow, select the correct career.
Note: Addditional criteria (i.e., Course Attribute, Course Attribute Value, or
Requirement Designation) may be selected.
9.
Uncheck the Show Open Classes Only checkbox to view both open and closed
sections.
10.
To narrow the search results click the Additional Search Criteria disclosure
triangle and add additional criteria.
Note: Class Nbr is the section code shown in parentheses after a Course
Number.
11.
Click the Search button.
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12.
On the Search for Classes page in the Search Results area, courses that meet your
criteria are listed in alphabetical order. Each Section has a separate row that displays
the Section, Status, Session, Requirement Designation, Days & Times, Room,
Instructor and Meeting Dates.
Use the New Search button to begin a new class search. Use the Modify Search
button to specific additional for the current class search.
Note: Status displays as either an Open icon or a Closed icon.
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13.
Click the select class button to display the class preferences including: Permission
Nbr (number), Grading, Session, Units, Enrollment Information and Requirement
Destination.
Also displayed are the Section, Component, Days & Times, Room, Instructor, and
Start/End Date.
Note: Students may be provided with a Permission Number by the Registrar or
the Advisor to allow temporary overrides for adding classes into the shopping
cart. Enter the number in the ‘Permission Nbr’ field on this page before clicking
the ‘NEXT’ button.
14.
Click the NEXT button to add this class section to your Shopping Cart.
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15.
On the Search for Classes – Search Results page, a message displays to indicate
that the class has been added to your Shopping Cart.
Note: Adding a class to your shopping cart does not hold a seat for you and is
not enrolling in a class.
End of Procedure.
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Class Shopping Cart and Validation
Students may use the Enrollment Shopping Cart to save a list of their preferred class sections until it is
time to enroll for the term.
Students may validate both their eligibility and the availability of a seat in a class section.
Note: Placing a section in the shopping cart does not hold a seat in the class and it does not add
the class to your schedule.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section, click the enrollment shopping cart link.
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4.
As needed, on the Shopping Cart page, select a term radio button.
5.
Click the CONTINUE button.
Name
####
####
Name
Name
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6.
Class sections may be added to the shopping cart by searching for a class or entering
the class number.
a. To find a class using Class Search from the Add Classes to Shopping Cart
page, click the Class Search radio button and then click the search button.
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b. On the Shopping Cart Enter Search Criteria page in the Class Search Criteria
section select at least two search criteria:
i. Click the select subject button;
ii. enter the course number shown in the Course Catalog in the Course
Number field or leave the field blank to list all of the subject’s courses;
iii. select the Course Career from the dropdown list.
iv. to show all sections uncheck the Show Open Classes Only checkbox.
v. and/or select a Pathways category from the Requirement Designation
dropdown list.
c. To narrow your search results, select the Additional Search Criteria link and
enter additional criteria. After selecting your search criteria, then click the Search
button.
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d. On the Search for Classes page in the Search Results area, courses that meet
your criteria are listed in alphabetical order. Each Section has a separate row that
displays the Section, Status, Session, Requirement Designation, Days & Times, Room,
Instructor and Meeting Dates.
Click the select class button of the section to be added to your shopping cart.
Note: Status displays as either an Open icon or a Closed icon.
e. On the Add Classes to Shopping page, a message displays to indicate that the
class has been added to your Shopping Cart.
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7.
a. When the class number is known, then on the Add Classes to Shopping Cart
page, enter the unique four or five digit class number in the Enter Class Nbr field and
then click the enter button.
b. On the 1. Select classes to add – Enrollment Preference page, review section
information, and then click the NEXT button to add the class to your Shopping Cart.
Note: Students may be provided with a Permission Number by the Registrar or
the Advisor to allow temporary overrides for adding classes into the shopping
cart. Enter the number in the ‘Permission Nbr’ field on this page before clicking
the ‘NEXT’ button.
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c. On the Add Classes to Shopping Cart page, a message displays to indicate
that the class has been added to your Shopping Cart.
8.
Prior to enrollment, select the checkbox of each class in your Shopping Cart to
confirm your eligibility (i.e. prerequisites) and their availability (i.e. time conflicts).
Select the validate button.
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9.
Note: Review the validation status report and adjust your planned schedule as
needed.
Note: Classes in your shopping cart remain there throughout the term, until you
either enroll in a class or delete the class from your Shopping Cart. The Status
column updates each time you view your Shopping Cart displaying whether the
class is open or closed.
End of Procedure.
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View Enrollment Appointment
Students are able to use self-service to view both their shopping cart and enrollment appointment dates.
Shopping Cart Appointments enable a student to short-list those classes and sections for which they wish
to enroll prior to seeing their Advisor if needed. Enrollment Dates enable a student to add, drop and swap
classes up to their maximum total units.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Enrollment Dates section, click the link to see details of your enrollment
appointment.
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Class Enrollment
Students may use self-service to enroll in classes. A step by step wizard guides students through the
enrollment process of adding classes.
Note: Parts of images may be obscured for security reasons.
Step
Actions
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
On the Student Center page in the Academics section, click the Enroll link.
4.
The Add Classes page with the 1. Select classes to add section displays.
Confirm that all selected sessions are on display in your Shopping Cart.
If not, use the Classes Shopping Cart step sheet to put additional preferred sections
in your Shopping Cart from My Planner, using Class Search or entering class
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section numbers.
5.
Click the PROCEED TO STEP 2 OF 3 button.
6.
The Add Classes page, with the 2. Confirm classes section displays.
Examine the Status icons to ensure your chosen classes are available.
Select the FINISH ENROLLING button.
7.
The Add Classes page, with the 3. View results section displays.
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Note: The Message column will indicate Success and the Status column will
show a green check mark in the Status column to indicate successful
registration for a class.
Note: Courses with errors remain in your shopping cart. You may take
actions to correct these errors and enroll later.
Enrollment Encouragement
Students who are eligible to enroll for additional courses at no extra tuition charge will
see the ‘Enrollment Encouragement’ message at the bottom of ‘View Results’ page
as shown in the screenshot below.
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Student interested in enrolling for additional courses will click on ‘Yes I’m Interested’.
Students who do not wish to enroll for additional courses will click on ‘No Thanks’,
which will reveal a list of reasons due to which the student prefers to decline from
enrolling into additional courses. Students can select one or more of the options listed
under the ‘Decline Reason’ column.
Clicking on the checkbox next to the ‘Do not show this message for this term
again’ will prevent the enrollment encouragement message from appearing again
while the student enrolls for additional courses for the semester.
Note: Eligible students are only allowed to enroll for a maximum for 18 credits
per semester at no additional tuition charge. Interested students can enroll for
additional classes by adding them into their Shopping cart from My Planner,
using Class Search or entering class section numbers and then going through
the Class enrollment process.
Note: Student can are also encouraged to use the Comment box within the
enrollment encouragement message to post any additional comment or reasons
in case their reason to decline enrollment is not listed in the given set of
options.
8.
Click on ‘submit’ to post the feedback.
End of Procedure.
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Drop Classes
Students may use self-service to drop classes from their schedule.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
Click the Academic Calendar Deadlines icon of the class you wish to drop in the
Upcoming Schedule section.
Note: Once the session has begun, then the Upcoming Schedule session would
be called This Week’s Schedule.
Name
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4.
Identify the impacts or consequences of dropping the class based on the day you
intend to drop the class.
5.
Below the Academic Calendar Deadlines page, select the Return to Student Center
link.
Name
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6.
On the Student Center page in the Academics section, click the Enroll link.
7.
Select the drop sub tab. As needed, select the radio button of the term in which you
would like to drop a class.
8.
Click the CONTINUE button.
Name
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9.
In the Select column, click the checkbox next to each class to be dropped.
10.
Click the DROP SELECTED CLASSES button.
11.
Review the information on the Confirm your selection page.
12.
Click the FINISH DROPPING button to drop the selected classes.
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13.
On the View results page, a green checkmark displays next to the classes that have
been dropped. Review the Message(s) under the Message column to confirm the
impacts or consequences of dropping that class.
Enrollment Encouragement
Students who are eligible to enroll for additional courses at no extra tuition charge will
see the ‘Enrollment Encouragement’ message at the bottom of ‘View Results’ page as
shown in the screenshot below.
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Student interested in enrolling for additional courses will click on ‘Yes I’m Interested’.
Students who do not wish to enroll for additional courses will click on ‘No Thanks’,
which will reveal a list of reasons due to which the student prefers to decline from
enrolling into additional courses. Students can select one or more of the options listed
under the ‘Decline Reason’ column.
Clicking on the checkbox next to the ‘Do not show this message for this term again’
will prevent the enrollment encouragement message from appearing again while the
student enrolls for additional courses for the semester.
Note: Eligible students are only allowed to enroll for a maximum for 18 credits
per semester at no additional tuition charge. Interested students can enroll for
additional classes by adding them into their Shopping cart from My Planner,
using Class Search or entering class section numbers and then going through
the Class enrollment process.
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Note: Student can are also encouraged to use the Comment box within the
enrollment encouragement message to post any additional comment or reasons
in case their reason to decline enrollment is not listed in the given set of options.
14.
Click on ‘submit’ to post the feedback.
End of Procedure.
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Swap Classes
Students may use self-service to swap an existing class enrollment for a different class within a term.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
On the Student Center page in the Academics section, click the Enroll link.
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4.
As needed, select the radio button of the term in which you would like to swap a class.
5.
Click the CONTINUE button.
6.
The Swap a Class page 1. Select a class to swap section displays.
In the Swap This Class section on the Select from your schedule dropdown box
menu, select the class to be dropped.
7.
In the With This Class section find the new class using one of these two methods:
a. From the Search for Class dropdown list, click the select button.
Note: See the Classes Shopping Cart step sheet.
b. Alternatively, Enter Class Nbr by keying in the unique four or five class
number that identifies a class section and click the enter button.
Name
####
####
Name
Name
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8.
The 1. Select a class to swap – Enrollment Preference page displays. Click the
NEXT button.
Note: Students may be provided with a Permission Number by the Registrar or
the Advisor to allow temporary overrides for swapping classes. Enter the
number in the ‘Permission Nbr’ field on this page before clicking the ‘NEXT’
button.
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9.
The 2. Confirm your selection page displays.
Click the FINISH SWAPPING button.
10.
The 3. View Results page displays.
On the View results page, a green checkmark under the Status column indicates that
the classes have been swapped. Review the Message(s) under the Message column
to confirm the impacts or consequences of swapping those classes.
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Enrollment Encouragement
Students who are eligible to enroll for additional courses at no extra tuition charge will
see the ‘Enrollment Encouragement’ message at the bottom of ‘View Results’ page as
shown in the screenshot below.
Student interested in enrolling for additional courses will click on ‘Yes I’m Interested’.
Students who do not wish to enroll for additional courses will click on ‘No Thanks’,
which will reveal a list of reasons due to which the student prefers to decline from
enrolling into additional courses. Students can select one or more of the options listed
under the ‘Decline Reason’ column.
Clicking on the checkbox next to the ‘Do not show this message for this term again’
will prevent the enrollment encouragement message from appearing again while the
student enrolls for additional courses for the semester.
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Note: Eligible students are only allowed to enroll for a maximum for 18 credits
per semester at no additional tuition charge. Interested students can enroll for
additional classes by adding them into their Shopping cart from My Planner,
using Class Search or entering class section numbers and then going through
the Class enrollment process.
Note: Student can are also encouraged to use the Comment box within the
enrollment encouragement message to post any additional comment or reasons
in case their reason to decline enrollment is not listed in the given set of options.
11.
Click on ‘submit’ to post the feedback.
End of Procedure.
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View My Class Schedule
Students are able to use self-service to view their class schedule for a term in either a list or calendar
format.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select Class
Schedule and then click the Go icon.
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4.
The Class Schedule displays in a list format.
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5.
To view only enrolled, dropped, or waitlisted classes, in the Class Schedule Filter
Options select the checkboxes of those types of classes you wish to view and
then click the filter button.
6.
From Select Display Option, click the Weekly Calendar View radio button to view
your schedule in a diary format.
7.
Select the previous week or next week buttons to go to those schedules.
8.
Alternatively, select the calendar icon and select the week to view.
9.
As needed enter the Start Time and End Time (format is 8:00AM or 6:00PM) for that
week.
10.
Click the refresh calendar button.
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11.
From the Display Options section:
Uncheck the Show AM/PM checkbox to change to a 24 hour time display
(6:00PM becomes 18:00).
Check the Show class Title checkbox to display the course name.
Check the Show Instructors checkbox to display the assigned faculty.
Check the checkboxes of those days of the weeks you wish to display.
12.
Click the refresh calendar button.
13.
In either format, select the Printer Friendly Page link and follow your browser’s
prompts to print the schedule.
End of Procedure.
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View My Exam Schedule
Students may view their exam schedule in a grid format.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select Exam
Schedule and then click the Go icon.
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4.
The My Exam Schedule page displays.
Note: If final exams have been scheduled for your classes, they are now
displayed on the My Exam Schedule page.
5.
From Select Display Option, click the Weekly Calendar View radio button to view
your schedule in a diary format.
6.
To view different terms at the same college or school or at other institutions click the
change term button.
End of Procedure.
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Account Inquiry – Bills, Payments and Financial Aid
Students may use self-service to view details of their financial account.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Finances section, click the Account Inquiry link to see the details of the
Account Summary.
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4.
On the Account Inquiry tab summary sub-tab, the Account Summary page displays
outstanding charges and deposits, as well as, pending financial aid (if any) and Total
Due. In the What I Owe section, the Total Due amount to be paid is shown.
Note: Amounts listed under Pending Payments have been rejected. Please
contact the Office of the Bursar.
5.
Under Account Inquiry tab, select the activity sub-plan tab to view detailed
information about both charges and payments.
Note:
Within the View by section, narrow the results by selecting a date range
(month, year and then day) using the From and To calendar icons. To
look for transactions within a specific term, ensure the date range
includes the transactions for the specific term. Then select the Go
button.
Displayed are ten rows of charges and payments. Select the View All link
to see all rows or select the arrow to view the next set of ten rows - in
reverse chronological order.
6.
Under Account Inquiry tab, select the charges due sub-tab that displays four
sections.
Summary of Charges by Due Date section displays the amount due by date
and total.
Details by Due Date section displays charges by term.
Details by Charge section displays the detailed charges, due date, term and
amount.
Invoices Due should be disregarded for Fall 2010 invoices. If there are
questions regarding this section, please contact the Office of the Bursar.
Note: Consult the College website to verify the bill due date and any date
extensions.
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7.
Under Account Inquiry tab, select the payments sub-tab to view the Payment
History page.
Note:
All payments are listed here in reverse chronological order.
Within the View by section, narrow the results by selecting a date range
(month, year and then day) using the From and To calendar icons. To
look for transactions applicable to a specific term, allow for a date range
two months before and after the term dates. Then select the Go button.
Posted Payments appear in sets of five in reverse chronological order.
Select the View All link to see all of the payments or select the arrow
to view the next set of five posted payments.
8.
Under Account Inquiry tab, Pending aid section displays the type of award, term and
amount.
Note:
When disbursed, pending aid will appear as a payment.
Further information about any Pending Financial Aid Award may be
obtained from the Office of Financial Aid.
End of Procedure.
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Make an On-Line Payment
Students are able to make electronic payments toward their account. Students will be able to submit
payment by eCheck or credit card using American Express, Visa, MasterCard or Discover Card.
Note: If a student pays a bill using a credit card, a non-refundable convenience fee of 2.65% will
be charged to their account in addition to tuition and fees.
Note: Students should contact the Bursars office if they encounter any difficulties with the online
payment system.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Finances section, click the Account Inquiry link.
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4.
On the Account Summary page, select the MAKE A PAYMENT button.
5.
On the 1. Select Payment Method page, on the Pay By dropdown box, select
either Credit Card or Electronic Check.
6.
Click the NEXT button.
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7.
On the 2. Specify Payment Details page, carefully enter required details as shown by
your financial institution or provider.
8.
Click the NEXT button.
Address
Credit Card Type
################
##
(###) ###-####
First Name
Last Name
Email Address
####
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9.
On the 3. Specify Payment Amount page, enter the dollar and cents amount in the
Payment Amount field.
10.
Click the NEXT button.
11.
Click the OK button.
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12.
The 4. Confirm Payment page displays. Review the information and make changes
as needed.
13.
Click the SUBMIT button.
Address
Credit Card Type
################
##/####
(###) ###-####
First Name
Last Name
Email Address
Country
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14.
The 5. Payment Result page displays the status of the payment with confirmation
details.
If the charge is not approved, then this message displays “Your credit card has been
declined.”
Note: If the payment is declined, then you may try again or use a different
accepted payment method by selecting the MAKE ANOTHER PAYMENT button.
Note: Students are allowed to use multiple payment methods to meet the total
amount entered in Step 5.
If the charge is approved, this this message displays “Your payment has been
accepted. Save the information below for your reference.”
End of Procedure.
Back to Table of Contents
1,234.56
xx/xx/xxxx
xxxxxxxxxxxx1234
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Self Service – Student Financials – FAQ
Students may use self-service to view details of their financial account.
Note: Parts of images may be obscured for security reasons.
Q. How can
I see
outstanding
charges and
amount
owed?
From the Student Center page, in the Finances section to see the Account
Summary details, click the Account Inquiry link.
On the Account Inquiry tab summary sub-tab, the Account Summary page displays
with outstanding charges and deposits, as well as, pending financial aid. In the What I
Owe section, the Total Due amount is shown.
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Q. What are
“Payment
R” and
“Return R”
items in
Account
Activity?
and
Charges?
and
How can I
see all the
transactions
for a
specific
term?
‘Return R’ and ‘Payment R’ entries occurred during data conversion and will balance
to zero. Further information about these items may be obtained from the Office of
Bursar.
Note:
Within the View by section of Account Activity, narrow the results using
the From and To calendar icons to select a date range (month, year
and then day). To look for transactions within a specific term, ensure the
date range includes the transactions for the specific term. Then select
the Go button.
Charges and payments display in revere chronological order in sets of
ten. Select the View All link to see all rows or select the Show next
row icon to view the next set of ten rows.
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Q. How can
I see details
about
charges for
a term?
Under Account Inquiry tab, select the charges due sub-tab that displays four
sections.
Summary of Charges by Due Date section displays the amount due by date
and total.
Details by Due Date section displays charges by term.
Details by Charge section displays the detailed charges, due date, term and
amount.
Invoices Due should be disregarded for Fall 2010 invoices. If there are
questions regarding this section, please contact the Office of the Bursar.
Note: The amount to be paid is listed under the Running Total section of
Summary of Charges by Due Date.
Note: Consult the College website to verify the bill due date and any date
extensions.
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Q. How can
I see details
about all
payments?
Under the Account Inquiry tab, select the payments sub-tab to view the Payment
History page.
Note:
Payments are listed reverse chronological order.
Narrow the results using the From and To calendar icons by selecting
a date range (month, year and then day). Then select the Go button.
Posted Payments appear in sets of five in reverse chronological order.
Select the View All link to see all of the payments or select the Show
Next Row icon to view the next set of five posted payments.
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Q. How can
I see
detailed
information
about my
financial aid
awards?
Under Account Inquiry tab Pending aid sub tab types of award, disbursement term
and amount displays.
Note:
When disbursed, pending aid will appear as a payment.
Further information about any Pending Financial Aid Award may be
obtained from the Office of Financial Aid.
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Financial Aid (BCC, Lehman, Hostos, New Community College, QCC,
CUNY Law students)
View your pending Financial Aid information including disbursement dates. Indicate your acceptance or
decline of Perkins Loans and Federal Work Study awards. Complete and submit forms for Direct Loan
Processing or a Perkins Loan Supplement. Complete the Loan Counseling requirement.
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View Financial Aid
Financial Aid displays:
by year and within that year by term,
both amounts offered and amounts accepted, and
total estimated budget and a breakdown by category.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Finances section, click the View Financial Aid link.
4.
On the Select Aid Year to View page in the Aid Year column, click the link for the
year that you wish to view.
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5.
On the Award Summary page, view the total for the year in the Aid Year section and
the total by term in the Terms section.
Click the Full-Yr Financial Aid Summary link to display a budget total and total aid.
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6.
Click Estimated Financial Aid Budget link displayed as an amount.
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7.
The Estimated Financial Aid Budget displays by term with a breakdown by category.
8.
Select the Return link on both the Estimated Financial Aid Budget and Full-Yr
Financial Aid Summary pages.
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9.
On the Award Summary page in the Terms section, click the View Scheduled
Disbursement Dates link.
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10.
The Scheduled Disbursements page displays with projected dates for award
disbursements.
Click the Account Inquiry link to view the actual disbursements
11.
Select the payments tab to view all posted payments.
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Accept/Decline Awards
Students may use Self Service to accept or decline a Perkins Loan and a Work Study Award.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
On the Student Center page in the Finances section, click the Accept/Decline
Awards link.
3.
On the Financial Aid Select Aid Year to View page, select a link in the Aid Year
column to view all awards.
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4.
On the Award Package page in the Award column, select the Federal Perkins Loan
link.
5.
The Award Detail page displays for you to review the award amount and terms of the
loan.
6.
Select the Return to Award Package link.
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7.
Select either the Accept or Decline checkbox for the viewed award.
8.
Click the Federal Work Study link.
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9.
The Award Detail page displays for you to review the amount and terms of the loan.
10.
Select the Return to Award Package link.
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11.
Select either the Accept or Decline checkboxes for the viewed award.
12.
Select the clear all button to begin again.
13.
When you have made a final decision to decline awards or accept awards and for what
amount, then select the SUBMIT button.
14.
Click the YES button to confirm submission.
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Submit Direct Loan Processing Form
Students may use Self Service to apply on-line for either (or both) a subsidized or unsubsidized direct loan using an electronic signature.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Finances section, click the Direct Loan Processing Form link.
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4.
On the Direct Loan Processing Form page, click the Institution Look Up icon and then select the correct Academic
Institution, Description, or Short Description link.
5.
On the Direct Loan Processing Form page, enter the four digit year or click the Aid Year Look Up icon and then select
the Aid Year or Description link.
6.
Click the OK button.
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7.
The Direct Loan Processing Form displays for completion.
1. Select the checkbox of the type/s of loan/s you are seeking. For either or both loan requests, on the same line as the
type of loan enter the dollar amount you are seeking.
2. Enter the number of credits you plan to take by term.
3. Select either the Yes or No radio buttons for each Loan Period question.
4. Select the checkbox to affirm that the information provided is correct and as an electronic signature for the form.
When you have completed the form, click the SAVE button to submit the form for processing.
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8.
Example of a Completed Form
The example of a completed form shown above may vary from your needs for the type of loan, the anticipated credits, and
answers to questions about the loan periods.
9.
When you click the SAVE button, CUNYfirst returns to your Student Center page.
End of Procedure.
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Submit Perkins Loan Supplement Form
Students may use Self Service to apply on-line for a supplement using an electronic signature.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Finances section, click the Supplement Form link.
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4.
On the Supplement Form page, click the Institution Look Up icon and then select the correct Academic Institution,
Description, or Short Description link.
5.
On the Supplement Form page, enter the four digit year or click the Aid Year Look Up icon and then select the Aid Year
or Description link.
6.
Click the OK button.
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7.
The Supplement Form displays for completion.
1. For questions 1, 2 and 5-8, select either the Yes or No radio button.
2. For question 3 enter a dollar amount. If nil, enter 0.00.
3. For question 4 enter a number. If nil, enter 0.
4. Select the checkbox to affirm that the information provided is correct and as an electronic signature for the form.
When you have completed the form, click the SAVE button to submit the form for processing.
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View/Add/Update Addresses
Self Service may be used to view all four types of addresses in use in CUNYfirst. Students may add their
Home, Mail, and Billing addresses using Self Service.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Personal Information section, select either address link to edit or add
addresses.
4.
The Addresses page displays for you to view and verify current addresses on record.
5.
Click the ADD A NEW ADDRESS button.
Address
Address
Address
Address
Name
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6.
As needed, on the Edit Address page, enter data in the Address 1, 2, or 3 fields.
7.
Enter the city in the City field.
8.
Enter the two-character state postal abbreviation in the State field or click the
Look up icon to select the state postal abbreviation.
9.
Enter the five digit zip code in the Postal field.
10.
Place the cursor in the County field to auto-display the county based on the other
entered data.
11.
Click the OK button.
12.
In the Add a new address section, verify the accuracy of the new address. As
needed, select the Edit Address link to make corrections.
13.
As needed, change the Date new address will take effect field. Click the
Choose a date icon and select the correct year, month and lastly day of the month.
Note: The current date is the default.
14.
In the Address Types section, select the checkbox of the appropriate address
type.
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View Holds
Students use the Student Center to view current holds (service indicators) on their record for specific
services. They may see how to resolve their holds and which institution or department to contact for
additional information.
Holds from every institution with CUNYfirst may appear in a student’s Holds section. Any hold at a
CUNY institution other than your primary institution will not preventing you from registering at your primary
institution.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Holds section, a list of current service indicators displays.
Note: Holds may prevent you from enrolling, so it’s important to deal with this
prior to your enrollment appointment.
4.
Click the details link to see details of the hold and the department to contact for
additional information.
5.
In the Hold Item column, click the link of the item for which you wish to more
information if applicable.
Name
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View To Do List
On the Student Center page in the To Do List section, items display to direct students to complete
administrative requirements.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter
https://home.cunyfirst.cuny.edu
in your browser’s address bar:
Enter your Username and
Password and click the
Go icon.
From the Enterprise
Menu, select the
HR/Campus Solutions
link.
2.
Navigate to: Self Service > Student Center.
3.
In the To Do List section, an initiated checklist displays. Click the details link to see
more information.
Note: There will also be a Missing Meningitis Form service indicator that
prevents you from enrolling, so it’s important to deal with this To Do List item
prior to your enrollment appointment.
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4.
On the To Dos List page displays all the To Do Items in the Item List column, click
the link of the item to see more information.
Note: You can also filter the Item list based on Due Dates, CUNY Institutions
(e.g. Lehman, Baruch College etc.) or Function (e.g. Financial Aid, General etc.)
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Submit Immunization/Meningitis Acknowledgement Form
New York state law prohibits students from enrolling in classes until they have submitted their Meningitis
Acknowledgement form online or in person. This requirement is enforced by the placement of a Service
Indicator that prevents enrollment.
On the Student Center page in the To Do List section an item displays to advise students to complete this
requirement.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter
https://home.cunyfirst.cuny.edu
in your browser’s address bar:
Enter your Username and
Password and click the
Go icon.
From the Enterprise
Menu, select the
HR/Campus Solutions
link.
2.
Navigate to: Self Service > Student Center.
3.
On the Student Center page in the Academics section, click the Enroll link.
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4.
The Enroll tab add sub-tab Add Classes page displays. As needed, select a term
radio button.
5.
Click the CONTINUE button.
6.
On the 1. Select classes to add page, click the Meningitis Acknowledgement
Form link.
Name
Name
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7.
After reading the form that provides critical facts about meningococcal disease, select
one of the two checkboxes to create a record of your decision regarding meningitis
immunization.
8.
If the second radio button is selected, then a field displays to enter the date of the
immunization.
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Submit Pathways My Choice Form
Students may submit their My Choice e-form online to confirm whether or not they have decided to Opt-
In to Pathways.
Some CUNY Colleges also require students to see an advisor prior to completing the My Choice Form.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter
https://home.cunyfirst.cuny.edu
in your browser’s address bar:
Enter your Username and
Password and click the
Go icon.
From the Enterprise
Menu, select the
HR/Campus Solutions
link.
2.
Navigate to: Self Service > Student Center.
3.
In the To Do List section, an initiated checklist displays. Click the details link to see
more information.
Note: When your primary institution requires you to consult an adivisor, then
there will also be a Find Out More About Pathways service indicator.
4.
On the Advisee To Dos page in the Item List column, click the link of the Choose
Pathway, Yes or No item to see more information.
5.
The To Do Item Detail page displays. Contact information, due dates when
applicable, and a description of the item may display.
6.
Select the Pathways My Choice e-form link.
7.
Select the radio button to indicate whether you choose to Opt-In to Pathways or
choose to continue with your current Catalog Requirements.
8.
Select the SUBMIT button.
Note: An notification is sent to your Campus email to confirm your decision to
Opt-In with a copy of the terms.
End of procedure.
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Request Enrollment Verification
Self-service may be used to have a verification of your enrollment mailed to selected addresses or printed
from your browser.
Note: Prior to commencing this step sheet, turn your browser’s pop-up blocker off.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Enrollment Verification and then click the Go icon.
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4.
On the Request Enrollment Verification page in the Select Processing Options
section from the dropdown box, select an option to either Allow to Print from My
Browser or Request Institution to Mail.
Note: The Academic Institution will default.
5.
Select the checkboxes of the information you wish to include in the Enrollment
Verification.
6.
From the Select desired term or leave blank for all terms dropdown box, select
the term for which you wish to request enrollment verification.
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7.
When Request Institution to Mail is selected, the Enter Recipient Address
Information section appears. If more than one copy is required, then in the Number
of Copies Required field overwrite the numeral 1 with the correct number of copies.
8.
When the Enrollment Verification is to be mailed to one of the student’s addresses,
then select the Send to My Address checkbox.
Note: Upon selection of the Send To My Address checkbox, the student’s name
automatically displays in the Send to field.
9.
Upon selection of the Send to My Address checkbox, the Address Type dropdown
menu appears from which the student selects the address to which the Enrollment
Verification is to be mailed.
Name
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10.
The Verify Address page displays. As needed, edit the address displayed.
11.
Click the OK button.
Number and Street
City
State
#####
County
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12.
The Request Enrollment Verification page displays with the verified address.
Street Address
City, State Zip Code
County
Name
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13.
Alternatively to send the Enrollment Verification to another person or institution, in the
Send to field enter the name of the recipient.
14.
Click the Edit Address link.
15.
On the Edit Address page, enter the mailing address and then click the OK button.
Name
Number and Street
City
State
#####
County
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16.
As needed, select the ADD button to send an Enrollment Verification to additional
recipients
17.
Click the SUBMIT button.
18.
The Save Confirmation page displays with the message The Save was successful.
Address
City
State
#####
State
Street Address
City, State Zip Code
County
Name
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19.
Alternatively, select the option Allow to Print from My Browser and click the SUBMIT
button.
20.
The Enrollment Verification page displays. At the bottom of the page, click the Printer
Friendly Version button.
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View My Unofficial Transcript
Students are able to use self-service to view, print and/or save in .pdf format an unofficial copy of their
transcript.
Note: Prior to commencing this procedure, set the browser to allow pop-ups.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select
Transcript: View Unofficial and then click the Go icon.
Name
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4.
On the View Unofficial Transcript page, click the Academic Institution
dropdown arrow; and then select the correct college or school.
5.
Click the Report Type dropdown arrow; and then select STUDENT UNOFFICIAL
TRANSCRIPT.
6.
Click the view report button.
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7.
The Student Copy Undergraduate or Graduate Record will pop-up in .pdf file format
to view, print or save as needed.
Note: Please do not press any other buttons or links while processing is taking
place.
8.
Click the view report button to view a previously requested transcript.
End of Procedure.
Back to Table of Contents
Name
########
Address
Name
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Order Official Transcript
Students select the Transcript Ordering link on the Student Center page to be transferred to the
Credentials, Inc. web page where they may order official transcripts.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academic Advisement section, click Transcript Ordering link to be redirected
to the Credentials, Inc. web page where you may order official transcripts.
End of Procedure.
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Apply for Graduation
Student can use self-service to apply for graduation online. Students should apply for graduation in the
term prior to the term from which you intend to graduate.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Student Center.
3.
In the Academics section from the other Academic dropdown box, select Apply
for Graduation and then click the Go icon.
Name
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4.
For the academic program for which you wish to apply, select the Apply for
Graduation link.
Note: Only those students who are eligible to graduate by the selected term will
be able to continue with their graduation application.
5.
From the Expected Graduation Term dropdown box, select the term for which
you anticipate completing all of the requirements.
6.
Click the CONTINUE button.
First Name Last Name
First Name Last Name
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View My Graduation Status
Student may use self-service to track the progress of their graduation application.
Note: Parts of images may be obscured for security reasons.
Step
Action
1.
Enter https://home.cunyfirst.cuny.edu in your browser’s address bar:
Enter your Username and Password and click the Go icon.
From the Enterprise Menu, select the HR/Campus Solutions link.
2.
Navigate to: Self Service > Degree Progress/Graduation > View Graduation
Status.
3.
The Graduation Status page displays where you are able to view the current status of
your graduation application.
Note: Contact the Office of the Registrar to request the name on the degree.
End of Procedure.
Back to Table of Contents
Name
Address
City, State, Zip Code
