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August 2003. Process Overview PeopleSoft Human Resources Create Stipend Change Stipend Terminate Student Approve Stipend On-line Documentation Navigation.

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Presentation on theme: "August 2003. Process Overview PeopleSoft Human Resources Create Stipend Change Stipend Terminate Student Approve Stipend On-line Documentation Navigation."— Presentation transcript:

1 August 2003

2 Process Overview PeopleSoft Human Resources Create Stipend Change Stipend Terminate Student Approve Stipend On-line Documentation Navigation TipsAgenda

3 Process Overview Department Creates Stipend Authorizer(s) Approve Stipend Stipend Processed by HR or AP Systems

4 Process Overview Graduate Service Stipend Stipend created and approved in PeopleSoft Student Forms completed in Dept, brought to HRSC No Financial Aid approval Stipend processed by PeopleSoft Changes processed in PeopleSoft Graduate Non-Service Stipend Stipend created and approved in PeopleSoft Home mailing address option for payments No Financial Aid approval Stipend processed in Accounts Payable Changes saved in PeopleSoft

5 PeopleSoft Human Resources PeopleSoft is a database that stores related information PeopleSoft HR/Payroll contains employee human resources and payroll data: Personal Data Job Data Benefits Data Position Data Paycheck Data Training Data Faculty Data Job Applicant Data Hourly Student Hire Data Grad Stipend Data

6 On the Internet via Agora 24 X 7 Add it to your favorites! Open Agora in Internet Explorer Enter username Enter password Click Sign In PeopleSoft Human Resources

7 Select PeopleSoft Human Resources Services

8 PeopleSoft Human Resources Grad Stipend items located in “BC Custom” menu

9 Use = Process Pages PeopleSoft Human Resources

10 Inquire = Summary Pages PeopleSoft Human Resources

11 Create Stipend Department enters Stipend Information: DepartmentAccount Student AwardPayment

12 Create Stipend Pending Foreign Approval Pending Department Approval Pending Restricted Ledger Approval Pending I-9 Processing Once all requirements and approvals are satisfied, stipend is processed

13 Change Stipend Department may change stipend information for stipends already processed in PeopleSoft Service Stipends Dept uses PeopleSoft Page: Use > Change Service Stipend HRSC processes change manually Non-Service Stipends Dept uses PeopleSoft Page: Use > Graduate Non-Service Stipends PeopleSoft processes change and submits to Accounts Payable system overnight No longer need to cancel/create new stipend

14 Terminate Students Department terminates students who: Were hired but never worked Leave before the employment period is scheduled to end Have graduated Terminating students frees up funds to be used for other students Always use the appropriate effective date for termination Do not terminate students you know will be returning to work the next employment period

15 PeopleSoft Demonstration

16 On-line Documentation On the Internet via HR Website: Add it to your favorites! Up-to-date information Field-by-field instructions for all processes

17 Have a Question? Grad Stipend Inquiries Student Services Greg KeswickChris Montani Phone:(617) Phone: (617)

18 Hyperlinks Go Back Home Always Sign Out of PeopleSoft Navigation Tips Click Hyperlinks to open more options to the right. Click the Home link to return to the PeopleSoft Home Page. Never exit PeopleSoft without clicking the “Sign Out” link.

19 Menus Function Groups Functions For those also using PeopleSoft Financials, note that menus in PeopleSoft HR open to the right instead of opening downward. Navigation Tips

20 Open New Window Breadcrumb Trail Click the hyperlinks in the Breadcrumb Trail to navigate back. Click the New Window link to open multiple PeopleSoft windows. Navigation Tips

21 Never use the Explorer back button to navigate back.

22 Navigation Tips When doing data entry, never press [Enter] on the keyboard. Pressing [Enter] will SAVE information entered on the page. Always press [Tab] or mouse-click to move out of a field. [Tab] [Enter]

23 Navigation Tips Enter search criteria. The less you enter, the broader your search. Click the “Lookup” button to perform the search. Click the magnifying glass to open a Lookup Page to search for field values.

24 Navigation Tips Click hyperlink to make selection from returned search results. Click on any hyperlink in the row to select it

25 It is recommended that you: 1.Enter Last Name (case sensitive) in the field 2.Click the magnifying glass to open the Lookup Page 3.Click the “Lookup” button to perform a search on Last Name 4.Click on the hyperlink in the Search Results list for the name you wish to select Navigation Tips Name searches are case sensitive and strict on format. Format is Last,First (no space).

26 Navigation Tips Click "View All" hyperlink to view all rows of data. Click “First” or “Last” hyperlinks to view first or last rows. Click Left/Right Arrow buttons to view previous or next row. View All Data Rows on One Page View First Row View Last Row View Previous Row View Next Row

27 Navigation Tips Use the “Return to Search” button to return to the Search Results page. Use the List buttons to return to move up or down through the search results.

28 Navigation Tips Use the “Worklist” link in the top navigation bar to open the Worklist page to view Worklist items. Use the “Worklist” button on the bottom of the Stipend pages to return to the Worklist after saving an approval/denial.


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