PeopleSoft 9.2

agenda Basic Navigation Menu Options Desktop Setup Tips and Tricks

Request for Login You will not be automatically setup in PS Financials Your department must submit a PeopleSoft Financials Security Access Request Form requesting your access The Security Form is available on the PeopleSoft Website

Where To Login? The PeopleSoft Financials Icon to login is on the PAWS Portal page under Applications & Tools. Your User ID and password for PeopleSoft Financials will be the same as your NET ID and Password. This is the same as your SoftServ login. When you change your password, then your PeopleSoft Financials password will change as well.

How to Login? Type in your Net ID and password. If you get a message that your account has been disable, then call: Tina 706-721-0018

Basic Navigation

PeopleSoft Home Page Home Your PeopleSoft screen will look like this when you first log into PeopleSoft. Notice the small tool bar in the right corner. Global Search Notification Action List Navigation Bar

Main Menu & Desktop setup

Main Menu 1.Clicking on Navigator will allow you to see menu options. 2. This option will help you establish different homepage menu options to work from. Click Nav Bar

Setting up Desktop To setup a homepage menu for someone who does requisition you click on eProcurement. Please note any type of homepage menu can be setup its based on what you want see on your homepage.

Setting up Desktop Next you click on requisition. This will take to create requisition page that you are familiar with.

Setting up Desktop To save this page click on the. Click on the action list 3 bar lines at the top Click on add to homepage. Homepage menu options select MY HOMEPAGE a Add To menu click ok. To save this page click on the. The action list bar at the top right corner Select Add to Homepage Click on MY Homepage Click OK on the Add TO

Setting up Desktop Once you complete the add to your homepage your REQUSITION tile should be on your MY Homepage.

Setting up Desktop You can still add favorites by navigating to your menu option and clicking on the favorites in your NavBar.

Personalizing Homepage & Preferences

Personalizing Homepage Click on the action list bars.

Personalizing Homepage To remove a tile on your home page you would click on the red circle x. Then click save in the right corner.

Personalizing Homepage To change the name My Homepage click in the My Homepage box and rename it. Then click save in the right corner.

Preferences This section is to change you general settings: for example tab settings or the auto complete feature.

Preferences Clicking on the sideways triangle besides Navigation Personalization you will able to change tab settings and other options.

Preferences This section is to change you general settings: for example tab settings or the auto complete feature.

If You Need Help Financial Information Systems and Reporting Problem resolution and general questions ITS Help Desk– 706-721-4000 Requisition Workflow Approvals and Security forms Department ID creation/editing & Authorized Signature forms Tina Fletcher – 706-721-0018 PS_FINANCIALS@augusta.edu -- email to our area