navigation in peoplesoft. introduction overview: 1.what is peoplesoft? 2.logging on and basic...

Navigation in PeopleSoft

Introduction

• Overview:1. What is PeopleSoft?2. Logging on and Basic Navigation3. Employee Self-Service

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1. What is PeopleSoft?

• PeopleSoft is a commercial software solution that will replace:– Define/BIS system for Finance– HRMS for Human Resources – UT Direct for employee services

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Human Capital Management(HCM)

Financial Management Services (FMS)

Human Resources General Ledger (Account Setup)

Benefits Accounts Payable

Payroll Grants/Projects

Budget (Commitment Accounting) Travel & Expense

Absence Management Treasury (Cash Management)

Time Reporting Budget (Commitment Control)

Asset Management (Inventory)

Billing/Accounts Receivable

PeopleSoft v9.1 Modules

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• Topics:– Logging on and System Security–Home page layout–Universal navigation– The Pagebar– Sign Out

2. Logging on and Basic Navigation

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Logging On and System Security

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• Go to http://peoplesoft.utep.edu.• Click here to launch PeopleSoft.

Logging On and System Security

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• Under Group, click on U.T. System Institutions.

• Under Organizations, click on The University of Texas at El Paso.

• Click on Select.

Logging On and System Security

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Enter your UTEP credentials and click on Login.

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Logging On and System Security

Click the link to sign back in.

The system will time out and log you out after 30 minutes of inactivity. Click

OK to continue.

Home Page Layout

Universal Navigation Header Components:• Favorites• Main Menu• Home• Worklist• Add to my Links• Sign Out• Search

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Home Page Layout

1. Page-let Navigation – Click on the links available in the content area to go to the page directly. E.g., Timesheet.

Three ways to navigate in PeopleSoft:

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2. Cascading Menus – Navigate by clicking on Main Menu and follow the modules to reach the page. E.g., Timesheet.

Home Page Layout

3. Folder Navigation – Navigate by clicking on Main Menu. Right click on the folder containing the page and click Open. E.g., Timesheet.

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Home Page Layout

• Opens a window with the folders and sub-folders.

• Click the link for the module you are interested in. E.g., Timesheet.

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Home Page Layout

Click the Home link to return to this main page from anywhere.

Universal Navigation

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Worklist- An organized list of work items awaiting your attention. You can also receive notifications via email.

Universal Navigation

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Universal Navigation

Worklist Page

Example of a Worklist

Click on a link to access Worklist Item

details

Favorites and Add to My Links – These allow you to add to or edit any of your favorite links in your list.

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Universal Navigation

Recently Used - A log of all the pages you have recently visited.

1. Click on Add to Favorites. 2. Enter the Description for the page you want

to add. 3. Click OK to save.

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Universal Navigation

1. To edit the links, click on Edit My Favorites. 2. You can edit the name and the order in which your

links are listed, or delete a favorite. 3. Click on Save.

Universal Navigation

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Breadcrumbs – Indicate the navigation path.

Universal Navigation

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Universal Navigation

Search tools for PeopleSoft.

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The Pagebar: A dynamic group of links that appear on certain pages.

New Window: Opens a new window of PeopleSoft in your web browser.

Pagebar

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New Window

Help: Takes you to PeopleBooks, an online collection of user documentation for all

PeopleSoft applications and tools.

Pagebar

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PeopleBooks

Sign Out

Sign Out: To log out of the session.

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3. Employee Self-Service

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• Topics:– Payroll and Compensation– Personal Information– Benefits– My Career

Introduction• Employee Self-Service (ESS) will replace BIS/Define, HRMS and UT Direct to access your

employee and personal data.

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Payroll and Compensation: View Paycheck

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• Under View Paycheck, you can see earnings, taxes and other deductions.

Payroll and Compensation: View Paycheck

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Select the link to view the details

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Payroll and Compensation: View Paycheck

Payroll and Compensation: Direct Deposit

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• Use the Direct Deposit page to view, edit, add accounts and delete direct deposit information.

Payroll and Compensation: Direct Deposit

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Payroll and Compensation: W-4 Tax Information

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Use the W-4 Tax Information page to view, add, or edit W-4 tax information for Federal Income Tax.

Payroll and Compensation: W-4 Tax Information

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Personal Information

• The Employee Self-Service (ESS) module enables you to view, add or update personal information.

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Personal Information

Click on Personal Information Summary

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Personal Information

Personal Information:Home and Mailing Address

• You may add a new address by selecting the Add button; or click Edit to update the existing address listed.

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• The Phone Numbers page allows you to view, add, update, and delete your personal phone numbers, as well as select a preferred contact number.

Personal Information:Phone Numbers

Click on Save to make sure your changes are saved.

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• Click on the Contact Name to view your emergency contacts’ information. You may add a new emergency contact and select a primary contact.

Ensure your changes are

saved.

Personal Information:Emergency Contact

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• On the Email Addresses page you may view, add, update, and delete your email address.

Click on Save to make sure your changes are

saved.

Personal Information:Email Addresses

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Benefits Information

• The ESS Benefits module allows you to view benefit information through My UT Benefits.

• Click on My UT Benefits to view your benefits information.

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My Career

Use My Career to view jobs and manage your applications.

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Click Here

Supported Browsers

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Additional Resources• Additional information and resources can be found

on the PeopleSoft website.

Job AidsPower Point slidesQuick GuidesCrosswalkUPK

http://PeopleSoft.utep.edu45

Questions

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Thank You!