PeopleSoft 8 Introduction for Campus Solutions

8/12/2019 PeopleSoft 8 Introduction for Campus Solutions

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PeopleSoft:Campus Solutions

Navigation and Configuration


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Map of Todays Class

We will explore: PeopleSoft Navigation & Configuration

Discuss personalization options available

CSU ID Search

Sorting and Saving Search Results Spell Check, Exporting Options

Working With Pages

E-mail Notifications

SecurityRole Based

Effective Dating Service Indicators

Signing Out

Help Me! (Where to go for more)


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Signing in to PeopleSoft

To sign in to

PeopleSoft do the

following: Navigate to the

PeopleSoft Applicationvia your web browser.

Type in your User ID

and password.

Click Sign In


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Navigation and Configuration Cont. Portal Like Navigation

Menu is collapsible

and expandable

All items can be found

on the left hand side ofthe screen

As the user drills down themenu folders andsubfolders will appear onthe right hand side of thescreen.

Default Functional arenavigation (DFAN) pagesappear as a user drillsdown. These pages aretask driven and centeredaround completing specific

business processes.


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Navigation Continued

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 andpermissions.


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Page Layout

Expanded MenuButton

Universal Navigation

Header

Page Tabs

Content

Buttons Toolbar

Page Bar

Menu Navigation


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SavingInformation

Save Button

When

navigating

between pages

you do not haveto save your

entered data.

You must save

it prior to

leaving a

component.


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Menu Breadcrumbs

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.


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Navigation and Configuration Cont.Menu Search

Find menu items quickly

by using the search

functionality.

Search Results willinclude

Menu Titles

Descriptions

Navigation Guide

(Breadcrumbs)

Direct Link

Customize Settings

Decide to show or hide

search summaries


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Navigation and Configuration Cont.

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.

Collapsed Favorites List

Hidden Favorites List


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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.


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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


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My Personalizations PeopleSoft offers personalization the help maximize your workflow.

Regional Settings Navigation

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


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Sorting and Saving Search Results

Enhanced Searches Extensive,

user-defined operators

allow for flexible searches.

Ability to save search

criteria.

Sort your search results.


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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:

Wildcard Function

% (percent sign) Match one or more characters.

_ (underscore) Match any single character.

\ (back slash) Escape characterdon't treat the next

character as a wildcard.


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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 thatyou are now given the

option of using your saved

search.


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Sorting and Saving Search ResultsSearch results can be sorted in both ascending and descending order.

To change the order simply click on a column header.

Ascending Order

Descending Order


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Grid Functionality

Many pages that contain lists of data are structured as

editable grids.


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Sorting data in grids Like search results, data found in grids can be sorted in

ascending or descending order.

Click on column

header to sort.


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Customizing Grid Display 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


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Exporting Grid 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 griddownload


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Insert Rows and Delete 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.


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Effective Dating

Effective dating allows users to maintain a chronologicalrecord of historical, current and future data.

When entering effective dated information currentinformation 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 thanthe system date. It is this row of data that the system recognizes as thecurrent active row.

History - All rows with an effective date less than the effective date onthe current row.

When the date of a future row arrives, it becomes thecurrent row. What was the current row then becomeshistory.


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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 check

Include History on the search page.


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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.


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E-mail Notifications

E-mail 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.


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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.


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Additional Information To view this presentation online and to download a copy of the class

activity guide please visit:

http://www.csub.edu/cms/SA-index.shtml

For technical and/or functional PeopleSoft reference please click on

the Help link located in the Universal Navigation Header.

For further assistance please contact your campus Help Desk at ext.

2307 (654-2307 from off campus).

Documents

PeopleSoft 8 Introduction for Campus Solutions