1. PeopleSoft 9.2

2. agenda
Basic Navigation
Menu Options
Desktop Setup
Tips and Tricks

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. Basic Navigation

7. 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

8. Main Menu & Desktop setup

9. 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

10. 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.

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

12. 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

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

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

15. Personalizing Homepage & Preferences

16. Personalizing Homepage
Click on the action list bars.

17. 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.

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

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

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

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

22. If You Need Help Financial Information Systems and Reporting
Problem resolution and general questions
ITS Help Desk–
Requisition Workflow Approvals and Security forms
Department ID creation/editing & Authorized Signature forms
Tina Fletcher –
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