1. Navigation in PeopleSoft

2. Introduction Overview: What is PeopleSoft?
Logging on and Basic Navigation
Employee Self-Service

3. 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

4. Human Capital Management Financial Management Services (FMS)
PeopleSoft v9.1 Modules
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

5. 2. Logging on and Basic Navigation
Topics:
Logging on and System Security
Home page layout
Universal navigation
The Pagebar
Sign Out

6. Logging On and System Security
Go to
Click here to launch PeopleSoft.
Added a “PeopleSoft” link as an example for now.

7. Logging On and System Security
Under Group, click on U.T. System Institutions.
Under Organizations, click on The University of Texas at El Paso.
Click on Select.

8. Logging On and System Security
Enter your UTEP credentials and click on Login.
Login Info Might change. Go to UTEP.edu, Click on the PeopleSoft Link and enter your UTEP credentials.

9. Logging On and System Security
The system will time out and log you out after 30 minutes of inactivity. Click OK to continue.
Click the link to sign back in.

10. Home Page Layout Universal Navigation Header Components: Favorites
Main Menu
Home
Worklist
Add to my Links
Sign Out
Search

11. Three ways to navigate in PeopleSoft:
Home Page Layout
Three ways to navigate in PeopleSoft:
Page-let Navigation – Click on the links available in the content area to go to the page directly. E.g., Timesheet.

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

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

14. 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.

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

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

17. Click on a link to access Worklist Item details
Universal Navigation
Worklist Page
Click on a link to access Worklist Item details
Example of a Worklist

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

19. Universal Navigation
Recently Used - A log of all the pages you have recently visited. 2 3 1
Click on Add to Favorites.
Enter the Description for the page you want to add.
Click OK to save.

20. Universal Navigation To edit the links, click on Edit My Favorites.
You can edit the name and the order in which your links are listed, or delete a favorite.
Click on Save. 2 1 3

21. Universal Navigation
Breadcrumbs – Indicate the navigation path.

22. Universal Navigation
Search tools for PeopleSoft.

23. Pagebar
The Pagebar: A dynamic group of links that appear on certain pages.
New Window: Opens a new window of PeopleSoft in your web browser.
New Window

24. Pagebar
Help: Takes you to PeopleBooks, an online collection of user documentation for all PeopleSoft applications and tools.
PeopleBooks

25. Sign Out
Sign Out: To log out of the session.

26. 3. Employee Self-Service
Topics:
Payroll and Compensation
Personal Information
Benefits
My Career

27. Introduction
Employee Self-Service (ESS) will replace BIS/Define, HRMS and UT Direct to access your employee and personal data.

28. Payroll and Compensation: View Paycheck

29. Payroll and Compensation: View Paycheck
Under View Paycheck, you can see earnings, taxes and other deductions.
Select the link to view the details

30. Payroll and Compensation: View Paycheck

31. Payroll and Compensation: Direct Deposit

32. Payroll and Compensation: Direct Deposit
Use the Direct Deposit page to view, edit, add accounts and delete direct deposit information.
You may add up to 30 accounts, from various financial institutions, and designate the amount/percent to deposit in each account.

33. Payroll and Compensation: W-4 Tax Information

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

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

36. Click on Personal Information Summary

37. Personal Information

38. 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.

39. Personal Information: Phone Numbers
The Phone Numbers page allows you to view, add, update, and delete your personal phone numbers, as well as select a preferred contact number.
Click on Save to make sure your changes are saved.

40. Personal Information: Emergency Contact
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.

41. Personal Information: Email Addresses
On the Addresses page you may view, add, update, and delete your address.
Click on Save to make sure your changes are saved.

42. 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.

43. My Career Use My Career to view jobs and manage your applications.
Click Here

44. Supported Browsers

45. Additional Resources http://PeopleSoft.utep.edu
Additional information and resources can be found on the PeopleSoft website.
Job Aids
Power Point slides
Quick Guides
Crosswalk
UPK

46. Questions

47. Thank You!