People Soft Fundamentals Guide

PeopleSoft Fundamentals
PARTICIPANT GUIDE
PeopleSoft HRMS 7.5 University of Massachusetts Amherst Fall 2001
PeopleSoft Fundamentals Training
Welcome to Fundamentals Training where you will be introduced to basic concepts and activities in preparation for using PeopleSoft Human Resources.
Objectives At the end of the training session you will be able to 1. 2. 3. 4. 5. Navigate through PeopleSoft. Retrieve and enter data. Have a basic understanding of the system structure. Use effective dating and scroll bars. Use the online Library.
Training Database A training database has been installed on your classroom PC so you can perform certain procedures and do the practice exercises in this participant guide without worrying about data corruption. At your work site, you will be using the Universitys production database.
HR75ENG
Table of Contents
I.
Introduction System Structure Panel Groups Panel Parts Logon to the PeopleSoft Training Database System Navigation Navigation Path Navigating Windows GO where? USE what? Search by ID/Name Saving a Favorite Valid Values Search Shortcut Recent Exercises Concepts PeopleSoft Basics Data Entry Fields & Functions Edit Boxes Drop Down Lists Radio Buttons, Checkboxes Inserting/Deleting Rows Summary PeopleSoft Concepts Control/Transaction Tables Effective Dating, Sequencing, Categories Inquire Menu Summary of Rows Effective Date Categories/Modes Exercises Summary
1 2 3 4
II.
5 6 6 7 8 9 10 11-20 21
III.
22-24
25
IV.
26 27-32 33 34 35-37 38
V. The OnLine Library Accessing the Library/TOC Exercises Locating Topics Concepts & Procedures Search (Query) Concepts VI. Quickies Definitions Function Keys Index
39-41 42 43-44 45-49 50 51 52 53-54
I. Introduction
System Structure When using PeopleSoft, its helpful to understand how the system stores and organizes data. PeopleSoft is a table-driven application that operates in a client-server environment. Client any computer that can access information served on the server. The client requests a service from the server. Server the central computer that stores files accessed by every person on the Network. The server provides the service requested by the client.
Data entry is done on PeopleSoft panels like one shown on the right.
The information that you enter into the panels is stored on tables.
Table
Tables are linked together by key fields (like Employee ID). This structure is called a relational database.
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Panel Groups PeopleSoft HRMS can store and track a large amount of employee data. To make it easier to find information, the system is divided into Main Business Practices or Panel Groups. One way to think about HRMS is to picture a row of file cabinets. Each cabinet holds a subject category (window group).
Panel Groups
ADMINISTER WORKFORCE Every drawer is labeled with a topic and folders designated for specific subjects. Job Data
Name/Address Personal Profile Eligibility/Identity
Personal Data
Emergency Contact
Panel Parts
Process Title Bar Menu Bar Tool Bar Panel Tabs Drop Down List Menu Group Panel
Checkboxes
Radio
Scroll
Status Bar
Task Bar
Logon to PeopleSoft Training Database
STEPS
From Windows Taskbar Click on PeopleTools icon Enter 1 as the selection option Press Enter In the sign-on box, press OK or Enter The Application Designer screen appears.
II. System Navigation

System navigation refers to how you move in and around PeopleSoft. This section of the guide introduces you to: PeopleSoft windows. panels key field multi-part key fields primary and alternate key searches search dialog boxes search combinations using F4 function key variations. retrieving data
Navigation Path When using PeopleSoft HRMS, you will proceed through a sequence of steps called paths which will take you to a particular destination within the system. Window Group Window Menu Bar Panel or Panel Group HRMS data
On the next page we will walk through one of these paths.
Navigating through Windows

STEPS
GO Where?
GO takes you to a drop-down list where you select a Window Group.
GO Administer Workforce Administer Workforce (U.S.) USE Personal Data Name/Address Update/Display Enter: EmplID: E104 (Walsh,Sara) OK. The name/address panel should be displayed. Click the panel tabs to view each of the panels in the panel group. to close the panel.
USE What?
USE takes you to a drop-down list where you select a Panel or Panel Group.
Each screen or window in PeopleSoft is called a panel.
Panel Tabs
Primary Key Search
Search by ID Use Personal Data Name/Address Update/Display All Type the letter A Press Enter Select employee from the list: Gail Walker ID# AC1004 OK. The name/address panel should be displayed. Click Cancel .
STEPS
STEPS
Search by Name Click: Enter to access the search dialog box. Last Name: Wal
Click Search to display a list of possible matches. Look for employee Sara Walsh whose ID# is E104 Click Cancel . The Administer Workforce (U.S.) window displays.
Another Way to Search by Name USE Personal Data Name/Address Update/Display All Navigate to the Name field using the Tab In the Name field type: Walsh,Sara OK
STEPS
key or your mouse
PeopleSoft is case sensitive meaning that you should capitalize the first letter of names.
Frequently Used Panels Saving Your Favorites Using the GO and USE drop-down menus, navigate to the panel you want to save as a favorite. From the FAVORITES menu bar, choose Add Favorite In the Favorite window, type a name for the screen you want to save. OK
To Access a Favorite Screen Later On Click on FAVORITES on the menu bar and select the screen you saved from the drop-down list.
Valid Values Search There are cases in PeopleSoft where drop down boxes produce long lists. Instead of scrolling through all the information, you can enter the first letter of the search item in the valid values dialog box and click OK (or shift + F4) to view a partial list. Using a valid values search can be a more efficient way of accessing a list of options for a particular field.
STEPS
Click the drop-down arrow in the Country field to search for the country code for Germany. Scroll to the codes beginning with G. In this example, Germany isnt listed in the Gs. Enter the following: Description: Germany (case-sensitive) Click: Search (The code for Germany displays). Highlight Germany in the Description field and press Delete. Enter the letter F in the Country field. Click: Search. A list of possible matches should be displayed on the screen. Click to close the valid values dialog box. Country: Change USA to F Press: Shift + F4. A list of possible matches displays. Click: OK Click to close the panel.
10
Shortcut PeopleSoft has an additional feature that provides a shortcut when navigating through the menus and panels: Recent.
STEPS
Go Recent. (The ten most recently accessed panels are displayed). Select one of the panels listed. Panel groups in the Recent list are only available during an active session. Once you close PeopleSoft, the list is refreshed. Click to close the panel.
REVIEW OF CONCEPTS
PeopleSoft Windows Allows you to access panels or panel groups used to perform table maintenance, data entry, process procedures, view procedures, and report procedures.
Menu Bar File, Edit, View, Go, Favorites, Use, Setup, Process, Inquire, Report, Help
Key Fields PeopleSoft uniquely identifies a row of data through key fields such as Employee ID.
11
NAVIGATION EXERCISES
Library Reference
Online Library (F1)

PEOPLESOFT BASICS
Navigation Options Windows Purpose Exercise 1A-D to practice navigating and accessing panel groups. Exercise 2 Exercise 3 practice using menu items to access certain panels. follow navigation paths to locate information. EXERCISE #1-A This exercise shows you how to navigate in the PeopleSoft system and access panels in the Administer Workforce (U.S.) window group.
STEPS
Administer Workforce Go Administer Workforce Administer Workforce (U.S.) Use
Notice the arrow symbols on the drop-down list. The indicates that a panel/panel group follows.
12
EXERCISE # 1-B This exercise shows you the navigation path and panels accessible from the Recruit Workforce Window.
STEPS
Recruit Workforce Go Develop Workforce Recruit Workforce (U.S.) Use Job Requisition
13
EXERCISE # 1-C This exercise shows you the navigation path and panels accessible from the Recruit Workforce Window.
STEPS
Manage Positions Go Develop Workforce Manage Positions Use
14
EXERCISE # 1-D This exercise shows you the navigation path and panels accessible from the Plan Salaries Window.
STEPS
Plan Salaries Go Administer Workforce Plan Salaries Use
15
Exercise #2 Using Menu Items This exercise shows you how to use menu items to access employee information.
Library Reference
Online Library (F1)

PEOPLESOFT BASICS
STEPS
Navigation Options Menus Only
Go Administer Workforce Administer Workforce (U.S.). The Administer Workforce (U.S.) panel should be displayed.
Continue on to the next page.
16
Use Personal Data Name/Address Update/Display
17
Enter: Employee ID (Training example = E104 (Walsh,Sara) OK
Notice that Personal Data is a 3-member panel group:

Name/Address Personal Profile Eligibility/Identity
18
STEPS
(still in the Administer Workforce Panel) Job Data Job Information Use
19
STEPS
Update/Display. A dialog box should display on the screen. Enter: EmplID E104 OK . The Work Location panel displays. Click the panel tab marked Job Information.
20
Exercise 3 Locating Panels
For this exercise, follow the navigation paths given below to locate information.
Go Administer Workforce Administer Workforce (U.S.)
Use Personal Data Name/Address
Go Develop Workforce Recruit Workforce (U.S.)
Use Applicant Hire Applicant Hire
Go Develop Workforce Manage Positions
Use Position Data Position Location
Library Reference
Online Library (F1) PEOPLESOFT BASICS Navigation Options Menus Only Windows Panels Panel Groups Recent Key Fields Search Dialog Box Valid Values Searches
21
KEY CONCEPTS FOR PEOPLESOFT NAVIGATION
Uniquely identifying a row of data. PeopleSoft uniquely identifies a row through the use of key fields.
Difference between primary and alternate search keys. Primary search keys uniquely identify a row of data. Alternate search keys help determine a unique row of data but you need more information to narrow a search.
Panel group. A panel group is created when there are too many fields to fit on one panel. The panels in the panel group are organized by subject or business process.
How to move between panels in a panel group. clicking on panel tabs pressing the Next Panel in Group icon. using the F2 function key.
Valid value search. Helps narrow a search and the lists of options to choose from is a manageable size.
Fastest way to return to your last accessed panel in PeopleSoft. The fastest way to return to your last accessed panel is by using the Back button.
22
III. System Basics

This section on PeopleSoft System Basics looks at data entry functions and covers the following topics: Identifing various types of data entry fields on a panel. Inserting a row of data. Deleting a row of data. Available toolbars and shortcut keys.
Library Reference
Online Library (F1) PEOPLESOFT BASICS Data Entry Data Entry Basics Drop-Down Lists Radio Buttons Checkboxes Long Edit Boxes Toolbar, Menus, and Shortcut Keys
STEPS
Go Administer Workforce Administer Workforce (U.S.) Use Drivers License Data Enter: Employee ID Click: OK Use the Tab key to move within the panel. E102 (Webster,John)
23
Insert a Row Click or press the F7 key to insert a row.
Enter or select the following: Valid from/to: License Suspended: Comments: License Type: Click 07/01/1999, 02/01/2001 On License suspended due to not paying parking tickets. Truck
to save the information.
The Drivers License Panel shown in the following example is the only PeopleSoft panel that illustrates most of the data entry options. It was selected strictly for its demonstration value. The University is not using this panel in HRMS nor do we keep such information in an employees official personnel file.
Edit Box Date Fields* Checkbox Long Edit Box Dropdown list
Radio buttons
If needed, you can click F4 for a Pop-Up calendar when using a data field.
24
Click or press the F7 key to insert a row. A blank drivers license screen appears. Tab from field to field and enter the following data: Drivers License #: Dates License Suspended: Comments: State: License Type: Click WEBS12345678 Valid from/to: Off John renewed his license effective 07/01/1999. NY Motorcycle 07/01/1999, 02/01/2001
to save the data youve entered.
Scroll Bar
Delete a Row Click on the associated scroll bar to view the two rows of available Drivers License Data. View the rows of data. Scroll to the motorcycle data row. Click to delete a row or F8 function key.
Click: YES when asked if you want to delete. Click to save.
The row is deleted and the information saved. Click to close the panel.
25
SUMMARY
Moving from field to field on a panel. Use the Tab key to move from field to field in a panel.
Saving data. To save data, press the Save icon on the toolbar or the Enter key.
Inserting rows of data. Adding rows in a panel allows you to insert more information into a record Instead of updating existing information. You can insert a row by pressing the Insert row icon on the toolbar or by using the F7 function key.
Deleting rows of data. Rows can be deleted by pressing the Delete row icon or by using the F8 function key. Its critical to have the cursor on the row you want to delete.
How multiple rows are indicated on a panel. Multiple rows are indicated by scroll bars.
Main data entry elements found in a panel. The main data entry elements on a panel are: Edit Boxes Checkboxes Radio Buttons Long Edit Boxes Drop-Down Boxes
26
IV. PeopleSoft Concepts

In this section we will look at concepts that are key to the PeopleSoft system structure including: transaction tables control tables non-effective-dated record effective-dated record effective date sequence effective date categories data entry modes using scroll bars Library Reference
Online Library (F1) PEOPLESOFT BASICS System Structure Transaction Tables Control Tables
Data is entered on Transaction Tables.
Control Tables have drop-down lists of selections you will choose from. STEPS
Go Administer Workforce Administer Workforce (U.S.) Use Personal Data Select Name/Address Select Update/Display Enter EmplID: E123 (Ellison,Sid) Click OK. The Name/Address panel displays. Notice the fields which access the control tables country and state in the Name/Address Panel, and Highest Education Level in Personal Profile. Click to close the panel.
27
Effective Dating Effective dating is an important PeopleSoft concept that allows you to: recreate any point in time. keep a chronological record of an employees history and the values maintained through tables.
Effective Date Categories There are three (3) effective date categories: Current, Future and History. Future Current History Data rows have an effective date greater than todays date. Close to but not greater than todays date. Rows have effective dates less than the effective date on the current row.
Effective Date Sequencing Actions that occur on the same date are entered in a certain order or sequence.
Effective Date Status The status is either Active or Inactive.
Update/Display The Update/Display Action effective-dated table: allows you to do the following (if authorized) on an
View current and future rows. Change future rows. Insert future rows or a new current row.
Update/Display All The Update/Display All action + allows you to perform (if authorized) the functions noted above and and view history rows.
28
EXERCISE 1 USE OF EFFECTIVE DATING
Library Reference
Online Library (F1) PEOPLESOFT BASICS Effective Dating
STEPS
Go Administer Workforce Administer Workforce (U.S. Use Emergency Contact Contact Address/Phone Enter EmplID E102 (Webster, John) OK. The Contact Address/Phone panel displays information for Joanne Webster the emergency contact person.
Employee Name
Emergency
Emergency contact is not an effective dated record.
29
Moving Next to Job Data
Use Job Data Work Location Update/Display All (necessary because this is an effective-dated record). A dialog box displays. Enter EmplID: E121 (Winters,Casandra) Click OK. The Work Location panel displays. Use the scroll bar to scroll through multiple rows of job information. Notice the action/reason field. Click to close the panel.
Represents the date when the data was entered on the panel.
30
Effective Date Sequencing When two (2) or more actions are effective on the same date they are put into a certain order which is referred to as Effective Date Sequencing.
Library Reference
STEPS
Online Library (F1) PEOPLESOFT BASICS Effective Dating Effective Date Sequencing
Use Job Data Work Location Update/Display All Enter EmplID: OK Click AC1056 (Webster,Holly T.)
to close the panel.
Effective Date Sequence Number
Scroll down to see Sequence number 0 (merit)
31
Effective Date Categories There are three (3) effective date categories: Current, Future and History.
Library Reference
STEPS
Online Library (F1) PEOPLESOFT BASICS Effective Dating Effective Date Categories
Use Job Data Work Location Update/Display All Enter Employee ID E507 in the dialog box OK Use the scroll bar to view effective date categories on the Work Location panel.
Be sure you are on the current row.

Click date. to insert a new effective-dated row. Defaults to system (todays)
Change the effective date to 07/01/2000. Press Tab. The effective date category changes to future.
Enter Action:Transfer Reason: EER (Employee Request) Position Number: 00001019 (Department Head) Click to save the information.
See Panel on the next page.
32
Insert new effective-dated row.
Enter effective date
Enter action reason
33
Inquire Menu - Summary of Rows You can look at a job summary of all the rows by going through the Inquire Menu.
STEPS
Inquire Job Summary Enter: EmplID: E507 (McReary,Shannon) Click OK. The Job Summary Panel displays.
34
Effective Date Status The effective date status can be: Active or Inactive Much of the data displayed in drop-down list boxes is effective dated. This means that PeopleSoft records the dates when various activities take place, enabling you to track a history of information. Effective dated tables contain both the effective date and an effective status.
Library Reference
Online Library (F1) PEOPLESOFT BASICS Effective Dating Effective Date Status Using Panels Using Data Entry Modes
Data Entry Modes Data entry modes determine how you are working in a panel. For instance, there is a mode for adding records and another mode for updating existing records. By selecting a data entry mode, a search dialog box displays.
In order to open a panel, a mode must be associated with it. If the panel you select does not contain any effective dated rows, the system defaults to the Update/Display mode, which allows you to work with existing records. If the panel you select contains effective dated rows you need to select a specific mode to work in.
Data Entry Mode Add Update/Display Update/Display All Correction
Action Inserts a new record to the database. Used when a new employee is hired. Access existing records to view or add current or future information. Accesses existing records to view or add current, future or historical information. Limited to central HR personnel only.
35
EXERCISES
Library Reference
Online Library (F1)

PEOPLESOFT BASICS
Navigation Options Effective Dating
EXERCISE #1 Purpose: to enter data and an effective-dated row on a panel. In this particular exercise we will enter a promotion into the system.
STEPS
Go Administer Workforce Administer Workforce (U.S.) The Administer Workforce (U.S.) window displays. Use Job Data Work Location Update/Display. A dialog box displays. Enter Emp1ID E102 (Webster, John) Click OK. The Work Location panel displays. Tab should be positioned in the Effective Date field. to insert a new effective dated row. Leave the system date in Effective Date field. A new row is inserted. Enter Action: Promotion Reason: OPR (Outstanding Performance) Correct data entry. Click Click to save the new information. Exercise completed.
36
EXERCISE #2 Purpose: demonstrates how scroll bars are used when entering data on a panel. In this particular exercise we will enter business expenses for employee Kevin McGuire who attended a business conference.
Library Reference
STEPS
Online Library (F1) PEOPLESOFT BASICS Using Panels Using Scroll Bars
Go Administer Workforce Administer Workforce (U.S.). Administrative Workforce (U.S.) window displays. Use Select Business Expenses. A dialog box displays. Enter: EmplID: E111 (McGuire,Kevin) OK. The Business Expenses panel displays. Enter the following data on the panel: Expense Period End Date: Charge Dt: Expense Code: Expense Amount: Business Purpose: Business Unit: Department:
(current date) (1 week prior to Expense Period End Date) Airfare 450.00 Conference NCUBU N01000 (Finance)
The outer scroll bar controls this area
The inner scroll bar controls this area.
37
Click in the Charge Dt edit box: Click to insert a row.
Enter the following data on the panel: Expense Period End Date: Charge Dt: Expense Code: Expense Amount: Business Purpose: Business Unit: Department:
(current date) (1 week prior to Expense Period End Date) Lodging 320.00 Conference NCYBU N01000 (Finance)
Click in the Charge Dt edit box: Click to insert a row.
Enter or select the following: Expense Period End Date: Charge Dt: Expense Code: Expense Amount: Business Purpose: Business Unit: Department: Click:
(current date) (1 week prior to Expense Period End Date) Car Rental 200.00 Conference NCYBU N01000 (Finance)
to save the new information.
38
SUMMARY Examples of transaction tables Personal Data Table Job Data Table Examples of control tables State Names Table Country Table Key Words Table Benefit of effective dating Allows a history of information to be maintained. Need for effective date categories PeopleSoft classifies each row of data as current, future or history which allows for a chronological ordering of information. Importance of effective date status Effective data status allows you to determine whether effective-dated information (employee address, job data, etc.) is active or inactive at any point in time. Function of Add, data entry mode Add creates a new high level record (new position, new applicant, new job requisition). Difference between Update/Display and Update/Display All Update/Display All shows current, future and history rows. Update/Display shows current and future rows only. What does it mean if there is a choice of data entry modes when you select a panel? If a choice of data entry modes is available on a panel youve selected, it means the panel is effective-dated. What does it mean when you see a scroll bar? The scroll bar indicates there is more than one row of data present. Do scroll bars indicate an effective dated record? The presence of a scroll bar does not necessarily indicate an effective-dated record.
39
V. THE ONLINE LIBRARY

The online Library is a training and reference manual for PeopleSoft HRMS. The Library is in an infobase called Folio which is an application similar to MS Word. Library contents are modified centrally so that all users at the University will be able to access the same information from a single location. The library is subdivided into four (4) sections: Using the Online Library an overview of how to use the online library. PeopleSoft Basics - how PeopleSoft operates; navigating the system, doing data entry, explanations of key concepts. Processes, Reports and Queries - how to run processes and print reports, use queries to search for information. PeopleSoft Human Resources - contains concepts and procedures specific to Human Resources functions.
How to Access the Online Library

To get into the library while you are in PeopleSoft, simply press the F1 function key.
Reference Window Contents Window
View Tabs
Document Window
40
Changing the Icon Image In this exercise, we will change the icon for Library sections and branches from a crossshaped symbol to a book icon
STEPS
Tools Options Contents Expandable Branch Image Choose Green Book Image OK
Online Library Parts
Reference
Contents Document
Getting Query Results

STEPS
Tools Options Contents Query Results
41
Add Search Tool Bar

STEPS
View Toolbars Click on Search Close
Main Ways to Locate a Topic in the Library search the Table of Contents use Jump Links to locate a topic Queries (Basic & Advanced)
Using the Table of Contents

STEPS
Table of Contents Click on the book next to Using the Online Library Click on the book next to Introduction Click on the book next to Online Library Basics
Notice how the book opens and a branch expands below the subject.
42
Double-click on one of the concepts listed below and read the explanations. Open Close Print Organization Graphic Conventions Basic Terminology Click on the book in front of Navigation
EXERCISE #1
Choose one item from the list below. Locate it in the online Library and take a moment to read the information provided. Windows and Views Links Toolbars Shortcut Keys
EXERCISE #2
Find and read about one of the following concepts contained in the Library: Table of Contents Navigation Introduction Links Concept and Procedure Search Basic Query Advanced Query
43
Locating Topics in the Online Library

The following instructions will enable you to successfully find a topic in the online Library.
STEPS
In the Table of Contents (TOC) Window expand the heading Using the online Library. Locate and highlight the section on Navigation. Double-click Navigation and view the information in the document window. Click to collapse any expanded branches in the Table of Contents.
44
Using Jump Links to View a Topic

STEPS
Go to the Table of Contents window in the online Library. Select PeopleSoft Basics. Topic subheadings should appear. Double-click on System Structure. Locate the jump link for System Structure in the document window. Click the jump link.
Jump Link
Click the back arrow Click Click Click
button on the toolbar to jump back to the starting point.
to collapse any expanded branches in the Table of Contents. to display the history of jumps. to close the window.
NOTE: Once you logoff of PeopleSoft the jump history disappears.
45
Query
STEPS
From the Table of Contents window in the online Library: Select Using the Online Library Select Finding Information Choose the type of search: Concept and Procedure Search Basic Query Advanced Query Click Click to collapse any expanded branches in the Table of Contents. to clear the previous query.
Or click on the binoculars
Search Advanced Query A dialog box displays.
Enter hiring employees in the dialog box. OK The Table of Contents lists hits in PEOPLESOFT HUMAN RESOURCES and the first instance of the hit displays in the document window. Expand PeopleSoft Human Resources. Note where the largest number of hits occur. The number of hits displays per topic in the Table of Contents. Expand both Recruit Workforce and Administer Workforce looking for procedures on hiring employees: Hire, Entering, Applicant, Hire, Entering. The procedures are: Hire, Entering.
46
Search Using Concepts & Procedures

STEPS
Click
to clear the current query.
Select: Search, Concepts and Procedures The Concepts and Procedures query template displays. Enter: hir Any concepts and procedures that begin with hir display. Select: Hire, Entering Click: OK to view the procedure youre looking for.
47
EXERCISE 1
Purpose: To look up the subject of Effective Dating in the Library.

STEPS
PeopleSoft Basics Effective Dating Click on PeopleSoft Basics branch to view lower levels. Click on the Effective Dating branch to view lower levels. Double-click on Effective Dating to view the concept in the document window.
48
EXERCISE 2
Purpose:
Scenario:
To Do a Query (Search) in the Library.

You need to locate information on how to enter: pay rate changes, references, leave of absence (outgoing and returning).
STEPS
PeopleSoft Human Resources Administer Workforce Job Information Procedures Pay Rate Changes Entering See the sample screens that follows.
49
50
CONCEPTS
The difference between Folio, an infobase (*.nfo), and the online Library. Folio is an application like MS Word. An infobase is the type of document that exists in Folio. Infobases are similar to Word documents (letters, reports, forms).
Ways to access information in the online Library. Table of Contents Section Introductions Basic and Advanced Query Concept and Procedure Search
What is the Table of Contents used for in the online Library? Viewing topics.
What is an expandable branch? A section of the online Library which contains subsections of more detailed information.
What is the Document window used for in the online Library? Viewing the contents of the online Library.
What is the Concept and Procedure Search? A Concept & Procedure Search lets you locate all concepts and procedures in the online Library.
51
QUICKIES
Action Date Checkboxes Correction Effective Dated Rows Grayed Out Area
the date information was entered and saved on the system. enable you to choose 1 more several data items. restricted to designated staff in Human Resources. used to retain historical data and to store current, future & historical data. signifies that an area or an action cannot be accessed by the system user. contains menu items: File, Edit, View, Go, Use, Process, Inquire, Report and Help. a screen containing various fields which enable you to update and View data that resides in PeopleSoft databases. a set of panels similar to a multi-part form. Update/Display, Update/Display All, Correction allows you to make one data selection choice. (located at the bottom right corner of your screen). Displays the name of the open panel and action in use. Tell you what panel and action youre in. lists open programs (e.g., Administer Workforce).
Menu Bar
Panel
Panel Group Panel Status Radio Button Status Bar
Task Bar
Window
A window in PeopleSoft allows you to access panels or panel groups used to view information, do data entry, perform table maintenance and generate reports. Windows are generally organized by topic (hiring, training, recruitment, etc.)
52
Tab F1 F2 F2 + Shift F4 F6 F6 + Shift F7 F8 F9 F9 + Shift Alt + Tab Esc
Moves the cursor to the next field on the panel. Access to the online Library. Displays the next panel in a group. Displays previous panel in a group. Displays a list of valid codes if the field accesses a prompt table. Displays next panel on the panel list. Displays previous panel on the panel list. Insert a row. Delete row. Displays the next employee or table record in the list created after performing a search. Displays previous employee or table record on the list. Takes you back to PeopleSoft if you are in the online Library. Leaves a panel without saving changes.
53
INDEX
Administer Workforce, 11 Advanced Query
search in the online library, 45
Alternate key search, 21 Case Sensitive, 9 Checkbox, 23 Client/Server, 1 Contents Window, 39 Control Tables, 26, 38 Data Entry, 22 Data Entry Modes, 34 Definitions, 51 Delete a Row, 24, 25 Develop Workforce, 13 Document Window, 39 Drop-Down List, 23 Edit Box, 37 Effective Date Categories, 27
Current, Future, History, 27 on Work Location Panel, 31
Effective Date Field, 35 Effective Date Sequencing, 30 Effective Date Status, 34, 38 Effective Dated Row, 35 Effective Dated Tables, 34 Effective Dating, 27 Emergency Contact, 28 Employee ID Not Known, 7 Favorites
saving, 8
Folio
infobase, 39
Go, 6 History Rows, 27 Infobase, 50 Inquire Menu, 33 Insert a Row, 35 Insert Row, 25 Inserting an Effective Dated Row, 31 Job Information Panel, 19 Job Summary, 33
Inquire Menu, 33
Job Summary Panel, 33 Jump Links, 44 Key Fields, 10
54
Locating Panels, 20 Menu Bar, 10 Menu Group, 3 Navigation Exercises, 11 Navigation Path, 5 Navigation Paths, 20 Navigator Display, 10 Non-Effective Dated Record, 28 On-Line
locating topics, 43
On-Line Library
expandable branch, 50 Ways to Find Information, 50
Panel Group, 21 Panel Groups, 2 Panel Parts, 3 Panels, 1

Moving between panels, 21
Personal Data, 16 Pop-Up Calendar, 23 Primary Search Keys, 21 Query

basic search in the library, 45
Recently Accessed Panels, 10 Reference Window, 39 Relational database, 1 Saving data, 25 Scroll Bars, 25 Search
Concepts & Procedures, 46
Search by ID, 7 Search by Name, 7 Server, 1 Shortcuts, 10 Status Bar, 3 Tables, 1 Task Bar, 3 Title Bar, 3 Tool Bar, 3 Transaction Table, 38 Update/Display, 27 Update/Display All, 27, 38 Valid Values Dialog Box, 9 Valid Values Search, 9 Window Groups, 2 Work Location Panel, 19
55

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PeopleSoft Fundamentals

PeopleSoft HRMS 7.5 University of Massachusetts Amherst Fall 2001

PeopleSoft Fundamentals Training

39-41 42 43-44 45-49 50 51 52 53-54

Logon to PeopleSoft Training Database

II. System Navigation

On the next page we will walk through one of these paths.

Navigating through Windows

Each screen or window in PeopleSoft is called a panel.

Primary Key Search

key or your mouse

Online Library (F1)

Administer Workforce Go Administer Workforce Administer Workforce (U.S.) Use

Manage Positions Go Develop Workforce Manage Positions Use

Plan Salaries Go Administer Workforce Plan Salaries Use

Online Library (F1)

Navigation Options Menus Only

Continue on to the next page.

Use Personal Data Name/Address Update/Display

Continue on to the next page.

Enter: Employee ID (Training example = E104 (Walsh,Sara) OK

Notice that Personal Data is a 3-member panel group:

Continue on to the next page.

Exercise 3 Locating Panels

Go Administer Workforce Administer Workforce (U.S.)

Use Personal Data Name/Address

Go Develop Workforce Recruit Workforce (U.S.)

Use Applicant Hire Applicant Hire

Go Develop Workforce Manage Positions

Use Position Data Position Location

KEY CONCEPTS FOR PEOPLESOFT NAVIGATION

III. System Basics

Insert a Row Click or press the F7 key to insert a row.

to save the information.

to save the data youve entered.

Click: YES when asked if you want to delete. Click to save.

IV. PeopleSoft Concepts

Data is entered on Transaction Tables.

Effective Date Status The status is either Active or Inactive.

EXERCISE 1 USE OF EFFECTIVE DATING

Online Library (F1) PEOPLESOFT BASICS Effective Dating

Emergency contact is not an effective dated record.

Moving Next to Job Data

to close the panel.

Effective Date Sequence Number

Scroll down to see Sequence number 0 (merit)

Be sure you are on the current row.

See Panel on the next page.

Insert new effective-dated row.

Enter effective date

Enter action reason

Data Entry Mode Add Update/Display Update/Display All Correction

Online Library (F1)

Navigation Options Effective Dating

The outer scroll bar controls this area

The inner scroll bar controls this area.

Click in the Charge Dt edit box: Click to insert a row.

Click in the Charge Dt edit box: Click to insert a row.

to save the new information.

V. THE ONLINE LIBRARY

How to Access the Online Library

Reference Window Contents Window

Online Library Parts

Getting Query Results