PeopleSoft: Campus Solutions Navigation, Terminology, Hot Spots, and Customization.

PeopleSoft: Campus Solutions

Navigation, Terminology, Hot Spots, and Customization

Map of Today’s Class• We will explore:

– Signing In

– Navigation

– Roles/Permissions – User Security

– CSUID Search

– My Personalizations

– Spell Check

– Sorting/Saving Search Results

– Grids – Editing/Sorting/Customizing

– Effective Dating

– Service Indicators

– Spell Check

– E-mail Notifications

– Signing Out

– Additional Information

Signing in to PeopleSoft

• To sign in to PeopleSoft do the following:

– Navigate to the PeopleSoft Application via your web browser.

– http://my.csustan.edu/– Type in your User ID and

password.– Click “Sign In”

NOTE:User ID = first part of your university e-mail ([email protected]) up to the @ symbol(example: [email protected] would have User ID JBond)Password = password to the university email

Navigation• Portal Like Navigation

• Menu is collapsible and expandable

• All items can be foundon the left hand side of

the screen

• As the user drills down the menu folders and subfolders will appear on the right hand side of the screen.

• Default Functional Area Navigation (DFAN) pages appear as a user drills down. These pages are task driven and centered around completing specific business processes.

Navigation Continued…Page Layout

Expanded Menu Button

Universal Navigation Header

Page Tabs

Content

Buttons Toolbar

Page Bar

Menu Navigation-Folders

-Subfolders-Components

Page Links

Navigation Continued…SavingInformation

Save Button

When navigating between pages you do not have to save your entered data. You must save it prior to leaving a component.

Navigation Continued…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.

Navigation Continued…Menu Search• Find menu items quickly

by using the search functionality.

• Search Results will include

– Menu Titles – Descriptions– Navigation Guide

(Breadcrumbs)– Direct Link

• Customize Settings– Decide to show or hide

search summaries

Navigation Continued…My Favorites• Add your most used

and visited business processes to “My Favorites.”

• Click “Add to Favorites” in the upper right of your browser window.

Expanded Favorites List

Hidden Favorites List

Roles/Permissions – User Security• 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.

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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CSU ID Search Continued….•CSU ID Search Results

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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My Personalizations• PeopleSoft offers personalization the help maximize your workflow.

Regional Settings Navigation Personalizations

General Options

System & Application Messages

•Accessibility Features

•Excel 97 grid download

•Time page held in cache

•Multi Language Entry

•Spell Check Dictionary

•Afternoon Designator

•Auto-recognize Gregorian Dates

•Calendar

•Date Format

•Local Time Zone

•Time Format

•Use Local Time zone

•First day of week

•Save Warning •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

Sorting and Saving Search Results• Enhanced Searches

– Extensive, user-defined operators allow for flexible searches.

– Ability to save search criteria.

– Sort your search results.

Sorting and Saving Search Results• Wildcard Searches

– You can use three different wildcard features to assist in searching for data.

– These wildcards can be helpful in finding the exact information you want to process.

– The following are the supported standard wildcard features:

Wildcard Function

% (percent sign) Match one or more characters.

_ (underscore) Match any single character.

\ (back slash) Escape character—don't treat the next character as a wildcard.

Sorting and Saving Search Results• 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.

Sorting and Saving Search ResultsSearch results can be sorted in both ascending and descending order. To change the order simply click on a column header.

Ascending OrderAscending Order

Descending OrderDescending Order

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Grids – Sorting Data• Many pages that contain lists of data are structured as

editable grids.• Like search results, data found in grids can be sorted in

ascending or descending order.

Click on column header to sort.

Grids – Customize• Like search results, data found in grids can be sorted in

ascending or descending order.

– Click on the Customize hyperlink• Define the order in which your columns are

displayed• Show or hide columns• Create an automatic sort sequence

Grids: Exporting Data to Excel• By clicking on the download icon shown below you will

be able to export your grid data in Excel. The download feature must be enabled in “My Personalizations” prior to downloading. To enable it navigate to My Personalizations > General Options > Excel 97 grid download

Grids – Adding and Deleting Rows

You may add multiple rows by clicking on the plus symbol located to the right of the grid data.

Additionally you may delete rows of data by clicking on the minus symbol located next to the plus symbol.

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.

• When the date of a future row arrives, it becomes the current row. What was the current row then becomes history.

Effective Dating Continued• An Example

– You need to update a student’s mailing address. Before you conduct your search for the student’s address record, make sure you check “Include History” on the search page.

Service Indicators• Service Indicators allow or deny access to different

services for individuals.– 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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Spell Check FunctionalityMany text fields now have spell check ability. Look for this icon.

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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.

Signing Off PeopleSoft• 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.

Additional Information• Hot Keys – CNTL K and F11• For technical and/or functional PeopleSoft reference

please click on the “Help” link located in the Universal Navigation Header.

• For more assistance please contact your campus PeopleSoft help desk at 209-667-3256.