Professional Documents
Culture Documents
Campus Solutions
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We will explore: PeopleSoft Navigation & Configuration CSU ID Search Sorting and Saving Search Results Working With Pages Security Role Based Effective Dating Service Indicators Signing Out Help Me! (Where to go for more)
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Signing in to PeopleSoft
To sign in to PeopleSoft do the following: Navigate to the PeopleSoft Application via your web browser. Type in your User ID and password. Click Sign In
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Navigation Continued
Every user in PeopleSoft is assigned a role and is added to one or more permission lists. Roles and permission lists are what control the level of access a PeopleSoft user will have. In addition, the menu options in the main menu navigation are determined by roles and permissions.
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Save Button
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Menu Titles Descriptions Navigation Guide (Breadcrumbs) Direct Link Decide to show or hide search summaries
Customize Settings
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Menu Breadcrumbs
Just above the menus are the breadcrumbs, which are underlined links that indicate where you have navigated to in the application. Once you enter a search page the menu breadcrumbs will disappear.
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Add your most used and visited business processes to My Favorites. Click Add to Favorites in the upper right of your browser window.
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CSU ID Search
The CSU ID Search is the first step prior to any data entry. This is done to determine if a person exists in the PeopleSoft Database.
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Depending on the type of record the following pages will be displayed when detail is selected.
Employees/ Person of Interest: Main Menu > Workforce Administration > Personal Information > Biographical > Modify a Person Campus Solutions Person: Main Menu > Campus Community > Personal Information > Add/Update a Person HR Recruiting: Main Menu > Recruiting > Add New Applicant
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user-defined operators allow for flexible searches. Ability to save search criteria. Sort your search results.
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Wildcard Searches
Function
Match one or more characters. Match any single character. Escape characterdon't treat the next character as a wildcard.
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Saving Searches
1. Enter Search Criteria 2. Click Save Criteria 3. Name Search Criteria
4. Click Save
5. You are returned to the search page. Notice that you are now given the option of using your saved search.
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Descending Order
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Grid Functionality
Many pages that contain lists of data are structured as editable grids.
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Like search results, data found in grids can be sorted in ascending or descending order.
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Like search results, data found in grids can be sorted in ascending or descending order.
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Additionally you may delete rows of data by clicking on the minus symbol located next to the plus symbol.
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Effective Dating
Effective dating allows users to maintain a chronological record of historical, current and future data. When entering effective dated information current information is not overwritten. There are three categories of effective-dated records: Future - All rows that have an effective date greater than the
system date. Current - The row with the effective date closest to, but not greater than the system date. It is this row of data that the system recognizes as the current active row. History - All rows with an effective date less than the effective date on the current row.
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An Example
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Service Indicators
There are both positive and negative indicators Positive Service Indicators
Special privileges Contributions Early Registration Negative Service Indicators No transcript privileges. Cannot use library. No Enrollment privileges.
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When you are finished entering data please remember to click the sign out link located in the Universal Navigation Header. If you were to exit the browser first you are still technically signed in. This is a potential security risk.
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Additional Information
To view this presentation online and to download a copy of the class activity guide please visit:
http://cms.csumb.edu
For technical and/or functional PeopleSoft reference please click on the Help link located in the Universal Navigation Header.
E-mail Notifications
E-mail notifications allow users to notify others of particular transactions. If enabled, the Notify button is located at the bottom of the page. When clicked the user is taken to the screen below.
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Now, please complete the activities described in the Activities Guide provided.
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My Personalizations
PeopleSoft offers personalization the help maximize your workflow.
Regional Settings
General Options
Afternoon Designator Auto-recognize Gregorian Dates Calendar Date Format Local Time Zone Time Format Use Local Time zone First day of week
Navigation Personalizations
Automatic menu collapse Tab over Calendar Button Tab over Grid Tabs Tab over Lookup Button Tab over Browser Elements Tab over Page Links Tab over Related Page Links Tab over Toolbar
Accessibility Features Excel 97 grid download Time page held in cache Multi Language Entry Spell Check Dictionary
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