1. PeopleSoft 9.2

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

3. 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

4. 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.

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

6. 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

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

8. PeopleSoft Financials Communication Information
Please be mindful of the List Serv s
If you PeopleSoft Access you will get these s
information you receive from this s group is telling you the latest updates or information when PeopleSoft Financials is having functional problems.

9. 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)

10. 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.

11. PeopleSoft Tips
When you need to change or update your department approver for a form 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. 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) with name and dates you need your approvals rerouted..
When you get an error make a screen shot of the error message and the error to and give a detail message in what you trying access when the error occurred.

12. Basic Navigation

13. 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

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

15. Main Menu & Desktop setup

16. 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

17. 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.

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

19. 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

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

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

22. Personalizing Homepage & Preferences

23. Personalizing Homepage
Click on the action list bars.

24. 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.

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

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

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

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

29. 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
-- to our area