Navigation in PeopleSoft - University of Texas at El Paso

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Navigation in PeopleSoft
Introduction
• Overview:
1. What is PeopleSoft?
2. Logging on and Basic Navigation
3. 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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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
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2. Logging on and Basic Navigation
• Topics:
– Logging on and System Security
– Home page layout
– Universal navigation
– The Pagebar
– Sign Out
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Logging On and System Security
•
•
Go to http://peoplesoft.utep.edu.
Click here to launch PeopleSoft.
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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.
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Logging On and System Security
Enter your UTEP credentials
and click on Login.
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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.
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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
Three ways to navigate in PeopleSoft:
1. Page-let Navigation – Click on the links available in
the content area to go to the page directly. E.g.,
Timesheet.
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Home Page Layout
2. Cascading Menus – Navigate by clicking on Main Menu and
follow the modules to reach the page. E.g., Timesheet.
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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 subfolders.
• Click the link for the module you are interested
in. E.g., Timesheet.
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Universal Navigation
Click the Home link to return to this main
page from anywhere.
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Universal Navigation
Worklist- An organized list of work items
awaiting your attention. You can also receive
notifications via email.
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Universal Navigation
Worklist Page
Click on a link to
access Worklist Item
details
Example of a Worklist
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Universal Navigation
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.
2
3
1
1.
2.
3.
Click on Add to Favorites.
Enter the Description for the page you want
to add.
Click OK to save.
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Universal Navigation
1.
2.
3.
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.
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1
3
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Universal Navigation
Breadcrumbs – Indicate the navigation path.
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Universal Navigation
Search tools for PeopleSoft.
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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
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Pagebar
Help: Takes you to PeopleBooks, an online
collection of user documentation for all
PeopleSoft applications and tools.
PeopleBooks
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Sign Out
Sign Out: To log out of the session.
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3. Employee Self-Service
• Topics:
– Payroll and Compensation
– Personal Information
– Benefits
– My Career
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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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Payroll and Compensation:
View Paycheck
• Under View Paycheck, you can see earnings, taxes and other
deductions.
Select the link to view the
details
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Payroll and Compensation:
View Paycheck
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Payroll and Compensation:
Direct Deposit
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Payroll and Compensation:
Direct Deposit
• Use the Direct Deposit page to view, edit, add accounts and delete
direct deposit information.
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Payroll and Compensation:
W-4 Tax Information
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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.
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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
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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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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.
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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.
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Personal Information:
Email Addresses
• 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.
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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.
Click Here
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Supported Browsers
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Additional Resources
• Additional information and resources can be found
on the PeopleSoft website.
Job Aids
Power Point slides
Quick Guides
Crosswalk
UPK
http://PeopleSoft.utep.edu
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Questions
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Thank You!

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