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PeopleSoft: Campus Solutions Navigation, Terminology, Hot Spots, and Customization.

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Presentation on theme: "PeopleSoft: Campus Solutions Navigation, Terminology, Hot Spots, and Customization."— Presentation transcript:

1 PeopleSoft: Campus Solutions Navigation, Terminology, Hot Spots, and Customization

2 Map of Todays Class We will explore: –Signing In –Navigation –Roles/Permissions – User Security –CSUID Search –My Personalizations –Spell Check –Sorting/Saving Search Results –Grids – Editing/Sorting/Customizing –Effective Dating –Service Indicators –Spell Check – Notifications –Signing Out –Additional Information

3 Signing in to PeopleSoft To sign in to PeopleSoft do the following: –Navigate to the PeopleSoft Application via your web browser. – –Type in your User ID and password. –Click Sign In NOTE: User ID = first part of your university up to symbol (example: would have User ID JBond) Password = password to the university

4 Navigation Portal Like Navigation Menu is collapsible and expandable All items can be found on the left hand side of the screen As the user drills down the menu folders and subfolders will appear on the right hand side of the screen. Default Functional Area Navigation (DFAN) pages appear as a user drills down. These pages are task driven and centered around completing specific business processes.

5 Navigation Continued… Page Layout Expanded Menu Button Universal Navigation Header Page Tabs Content Buttons Toolbar Page Bar Menu Navigation -Folders -Subfolders -Components Page Links

6 Navigation Continued… Saving Information Save Button When navigating between pages you do not have to save your entered data. You must save it prior to leaving a component.

7 Navigation Continued… Just above the menus are the breadcrumbs, which are underlined links that indicate where you have navigated to in the application. Once you enter a search page the menu breadcrumbs will disappear.

8 Navigation Continued… Menu Search Find menu items quickly by using the search functionality. Search Results will include –Menu Titles –Descriptions –Navigation Guide (Breadcrumbs) –Direct Link Customize Settings –Decide to show or hide search summaries

9 Navigation Continued… My Favorites Add your most used and visited business processes to My Favorites. Click Add to Favorites in the upper right of your browser window. Expanded Favorites List Hidden Favorites List

10 Roles/Permissions – User Security Every user in PeopleSoft is assigned a role and is added to one or more permission lists. Roles and permission lists are what control the level of access a PeopleSoft user will have. In addition, the menu options in the main menu navigation are determined by roles and permissions.


12 CSU ID Search The CSU ID Search is the first step prior to any data entry. This is done to determine if a person exists in the PeopleSoft Database. James Bond1234

13 CSU ID Search Continued…. CSU ID Search Results Depending on the type of record the following pages will be displayed when detail is selected. Employees/ Person of Interest: Main Menu > Workforce Administration > Personal Information > Biographical > Modify a Person Campus Solutions Person: Main Menu > Campus Community > Personal Information > Add/Update a Person HR Recruiting: Main Menu > Recruiting > Add New Applicant James Bond1234

14 My Personalizations PeopleSoft offers personalization the help maximize your workflow. Regional SettingsNavigation Personalizations General Options System & Application Messages Accessibility Features Excel 97 grid download Time page held in cache Multi Language Entry Spell Check Dictionary Afternoon Designator Auto-recognize Gregorian Dates Calendar Date Format Local Time Zone Time Format Use Local Time zone First day of week Save Warning Automatic menu collapse Tab over Calendar Button Tab over Grid Tabs Tab over Lookup Button Tab over Browser Elements Tab over Page Links Tab over Related Page Links Tab over Toolbar

15 Sorting and Saving Search Results Enhanced Searches –Extensive, user-defined operators allow for flexible searches. –Ability to save search criteria. –Sort your search results.

16 Sorting and Saving Search Results Wildcard Searches –You can use three different wildcard features to assist in searching for data. –These wildcards can be helpful in finding the exact information you want to process. –The following are the supported standard wildcard features: WildcardFunction % (percent sign)Match one or more characters. _ (underscore)Match any single character. \ (back slash)Escape characterdon't treat the next character as a wildcard.

17 Sorting and Saving Search Results Saving Searches 1.Enter Search Criteria 2.Click Save Criteria 3. Name Search Criteria 4. Click Save 5. You are returned to the search page. Notice that you are now given the option of using your saved search.

18 Sorting and Saving Search Results Search results can be sorted in both ascending and descending order. To change the order simply click on a column header. Ascending Order Descending Order James Bond Bond James

19 Grids – Sorting Data Many pages that contain lists of data are structured as editable grids. Like search results, data found in grids can be sorted in ascending or descending order. Click on column header to sort.

20 Grids – Customize Like search results, data found in grids can be sorted in ascending or descending order. –Click on the Customize hyperlink Define the order in which your columns are displayed Show or hide columns Create an automatic sort sequence

21 Grids: Exporting Data to Excel By clicking on the download icon shown below you will be able to export your grid data in Excel. The download feature must be enabled in My Personalizations prior to downloading. To enable it navigate to My Personalizations > General Options > Excel 97 grid download

22 Grids – Adding and Deleting Rows You may add multiple rows by clicking on the plus symbol located to the right of the grid data. Additionally you may delete rows of data by clicking on the minus symbol located next to the plus symbol.

23 Effective Dating Effective dating allows users to maintain a chronological record of historical, current and future data. When entering effective dated information current information is not overwritten. There are three categories of effective-dated records: –Future - All rows that have an effective date greater than the system date. –Current - The row with the effective date closest to, but not greater than the system date. It is this row of data that the system recognizes as the current active row. –History - All rows with an effective date less than the effective date on the current row. When the date of a future row arrives, it becomes the current row. What was the current row then becomes history.

24 Effective Dating Continued An Example –You need to update a students mailing address. Before you conduct your search for the students address record, make sure you checkInclude History on the search page.

25 Service Indicators Service Indicators allow or deny access to different services for individuals. –There are both positive and negative indicators –Positive Service Indicators Special privileges Contributions Early Registration –Negative Service Indicators No transcript privileges. Cannot use library. No Enrollment privileges. James Bond

26 Spell Check Functionality Many text fields now have spell check ability. Look for this icon. James Bond

27 Notifications notifications allow users to notify others of particular transactions. If enabled, the Notify button is located at the bottom of the page. When clicked the user is taken to the screen below.

28 Signing Off PeopleSoft When you are finished entering data please remember to click the sign out link located in the Universal Navigation Header. If you were to exit the browser first you are still technically signed in. This is a potential security risk.

29 Additional Information Hot Keys – CNTL K and F11 For technical and/or functional PeopleSoft reference please click on the Help link located in the Universal Navigation Header. For more assistance please contact your campus PeopleSoft help desk at

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