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. Can’t Login? Type in your Net ID and password.
If you get a message that your account has been disable, then call:
Tina:
Help Desk :

6. If password is expired password.augusta.edu To rest password
Navigate to a web browser and type
password.augusta.edu
To rest password

7. 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)

8. 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.

9. 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. .
The % (percent sign) is considered a wild card in PeopleSoft meaning when you use this symbol to run a report you are requesting everything in that criteria.
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.

10. Personalizing Homepage & Preferences

11. 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
Action List
Nav Bar

12. Personalizing Homepage
Click on the action list dots to get to the Personalize Homepage
This options allows you to setup multiple homepages based on your specific job.

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

14. Removing titles off homepage
To remove a tile on your home page you would click on the red circle x.
Then click save in the right corner.

15. Preferences

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

17. Main Menu & Desktop setup

18. Main Menu 1.Clicking on Navigator will allow you to see menu options.
2. This option will help you make icon on your desktop

19. Setting up Desktop common menu options
If you need access to Requisitions
Click Nav Bar
Click eProcurement menu option
Click Requisition (for creating requisitions)
Manage Requisitions (for canceling, edit, review approvals, print requisitions)
If you need access to
Query Information
Click Nav Bar
Click Reporting Tools menu option
Click Query
Select either Query Manager or Query Viewer (depends on what your department has assigned to you)
If you need access to
Supplier Information
Click Nav Bar
Click Supplier menu option
Click Supplier 360
If you need access to
Budget Reconciling Reports
Click Nav Bar
Click Commitment Control menu option
Click Budget Reports
Select either Budget Transactions Detail or Budget Status
If you need access to
Purchasing Information
Click Nav Bar
Click Purchasing menu option
Click Requisition
Click Review Requisition Information
Documents Status

20. New Window Option

21. Setting up My Favorites

22. 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
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