PeopleSoft 9.2

agenda Basic Navigation PeopleSoft Tips Desktop Setup Online PeopleSoft Tutorial List Serv email Website Review

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

Can’t get Login? If you get a message that you have invalid user ID or password. Contact Help Desk or reset password Call Tina 706-721-0018

To reset Password password.augusta.edu Navigate to a web browser and type password.augusta.edu

PeopleSoft Financials Communication Information ‘AU-PSFIN@LISTS.AUGUSTA.EDU' Please be mindful of the List Serv emails If you PeopleSoft Access you will get these emails Email information you receive from this emails group is telling you the latest updates or information when PeopleSoft Financials is having functional problems.

Web browsers Internet Explorer does not work well with requisitions. Versions 11or higher is working with requisitions. Mozilla Firefox works with any modules in PeopleSoft. Goggle Chrome works with any modules in PeopleSoft. (Please clear cache on your internet browsers when trying to login to PeopleSoft as a good practice)

Controller’s division Balance budgets How run reports, cancelled, requisitions, setup desktop How to do a check request, travel authorization, employee travel information Finding CFC information, department Id information, fund code, class, and account information.

PeopleSoft Tips When you need to change or update your department approver email for a form PS_FINANCIALS@augusta.edu or visit the Controller’s Division website. When you transfer to another department your PeopleSoft security is removed until we get another security form with your new department. Email PS_FINANCIALS@augusta.edu to get a form or visit the Controller’s Division website. . When you are an approver for requisitions and you are going to be gone for an extended period of time you can have your requisitions rerouted to another approver while your gone. (please note this person must also have access to approve requisitions) email PS_FINANCIALS@augusta.edu with name and dates you need your approvals rerouted.. When you get an error make a screen shot of the error message and email the error to PS_FINANCIALS@augusta.edu and give a detail message in what you trying access when the error occurred.

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

New Window Option New Window features allows you to be in another menu option without having to leave the pervious section.

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 Requisition Workflow Approvals and Security forms Department ID creation/editing & Authorized Signature forms PS_FINANCIALS@augusta.edu -- email to our area