PeopleSoft

Navigating PeopleSoft Fluid

Version 1.0 | Updated September 23, 2019
Contents
Overview.............................................................................................................................................................. 1
PeopleSoft Fluid Portal ........................................................................................................................................ 2
Portal Toolbar ...................................................................................................................................................... 9
WorkCenters...................................................................................................................................................... 15

PREPARED BY SDCOE PEOPLESOFT SERVICES AND SOLUIONS

Copyright ©2019, San Diego County Board of Education.

This document may be reproduced internally at the San Diego County Office of Education for the San Diego Board of Education. Except
as noted, no part of the publication may be reproduced, transcribed, stored in retrieval systems, or translated into any language in any
form by any means without the written permission of the San Diego County Board of Education, 6401 Linda Vista Road, San Diego, CA
92111-7399.

For additional information about this publication please contact PeopleSoft Services and Solutions Team at 800-289-1500 or submit a
Service Portal ticket.
Overview
This document is to introduce users to the new PeopleSoft Fluid Portal. It is intended to familiarize users with
the new navigation and features of the Fluid interface.

▪ There is a new Home Page that replaces the Portal.

▪ Quick Links, Notifications and My Queries sections on the Home page give you quicker access to pages
you frequently work on.
▪ 7 WorkCenters have been built to create one-stop shops for performing routine and/or daily tasks.

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PeopleSoft Fluid Portal
The PeopleSoft Fluid Portal is a single-entry point to HCM and Finance. This section reviews the new Portal
components.

Home Page
The Home Page is the first screen you see when logging into PeopleSoft. There are four different sections:

▪ Quick Links – links to some of the most popular areas within PeopleSoft modules. These links are
based on the user’s security roles.
▪ Notifications – notifies the user of Worklist items, Approvals, Errors, Warnings and Alerts that need
immediate attention
▪ My Queries – a list of queries user has saved as favorites on Query Viewer screen
▪ Items that will take you out of the portal:
o CBO Dashboard – directs the user to the CBO dashboard
o Guides and Job Aides – directs the user to the PeopleSoft Support website
o Hyperion Planning – directs the user to the Hyperion budgeting solution
o Service Portal – directs the user to the Service Portal

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Quick Links
This provides quick access to PeopleSoft pages you have roles/security to access.

1. Click on module name to see a list of common links for that module.

2. Click link of the page you want to access.

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3. You will be taken to the page just like you would of when you navigated to it.
▪ Notice there are no breadcrumbs

Notifications
This section has links to items that need your attention.

Worklist
1. Click hyperlink to see the Finance Worklist. These are items that need your approval.

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Errors
For Errors, click the hyperlinks to take you to either the Payroll Error WorkCenter or the HR Error WorkCenter.
From there, you would click on the employee id to review the issue.

Payroll Error WorkCenter

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 HR Error WorkCenter

Alerts
This section lets you know when Health Card or Credentials are expiring or if you have Benefit Actions that need
to be taken. The system is running queries to provide the counts.

For Health Cards, it runs the M_HR_IMMUN_EXPIRE_FL query

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For Credentials, it runs the M_CRED_EXPIRE_FL query

For Benefit Actions, it runs the M_HR_EE_ACTIONS_FL query

My Queries
This section has links to the Finance, HCM and Portal queries. For each area, it lists the first few queries you
have added as Favorites on the Query Viewer screen.

Finance

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HCM

Portal

Links to External Sites

The four boxes on the lower right of the Home page are links external sites that can be accessed by clicking on
the box.

o CBO Dashboard – directs the user to the CBO dashboard

o Guides and Job Aides – directs the user to the PeopleSoft Support website
o Hyperion Planning – directs the user to the Hyperion budgeting solution
o Service Portal – directs the user to the Service Portal

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Portal Toolbar

Home Icon
Home icon is located on the blue toolbar. It allows the user to return to the home page from whatever page they
are currently viewing.

Global Search Icon

Allows the user to search for an item in the Portal.

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Action List Icon (Hamburger Menu)
Allows the user to add items to the homepage, navigation bar, favorites, set personal preferences, and sign-out
of PeopleSoft

▪ Add to Favorites – allows the user to add items to the Favorites page
▪ MultiChannel Console is not configured yet.
▪ My Preferences – set user preferences such as date/time format, navigation personalization, and pop-
up notification
▪ Sign Out – signs the user out of PeopleSoft

NavBar Icon
Allows the user to access recently viewed pages, favorite pages, finance or HCM modules, and queries.

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Recent Places
Allows the user to quickly access recently viewed pages.

My Favorites
Allows users to Edit Favorite pages. It lists both Finance and HCM Favorites the user had prior to Fluid.
Finance Favorites begin with “F”. HCM Favorites begin with “H”.

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Navigator
Acts like the Main Menu we had previously. User will only see modules that have security roles for.

Click FSCM to access PeopleSoft Finance modules

Note: Back arrow that will take you back one level in the navigation. Up arrow will take you
back to the main menu with both FSCM (Finance) and HCM.

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Click HCM to access PeopleSoft HCM modules.

Note: Back arrow that will take you back one level in the navigation. Up arrow will take you
back to the main menu with both FSCM (Finance) and HCM.

My Queries Finance, HCM and Portal

Allows the user to access queries marked as favorite in the different modules.

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PeopleSoft Portal
This link takes you back to the Home page.

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WorkCenters

Overview
WorkCenters are a set of conveniently clustered job-based links and alerts related to a PeopleSoft module.
They can contain information about your specific work activity, alert you to tasks that may need to be performed,
and provide access to the most commonly used screens, queries, and reports.

Advantages:
▪ One-stop shop for performing routine and/or daily tasks.
▪ Streamlines training.
▪ Improves customer efficiency (less clicks and navigation), reducing the need for Favorites.
▪ Overall simplification of customer experience in PeopleSoft.

All WorkCenters are designed and organized to function in the same way. If you have access to several
modules that have WorkCenters, the way they are used is the same.

Finance Module WorkCenters

Finance WorkCenter Name Navigation (NavBar)

Accounts Payable Accounts Payable WorkCenter Accounts Payable > Accounts Payable
WorkCenter

Asset Management Asset Management WorkCenter Asset Management > Asset Management
WorkCenter

Purchasing Buyer WorkCenter Purchasing > Buyer WorkCenter

General Ledger General Ledger WorkCenter General Ledger > General Ledger
WorkCenter

Travel and Expenses Travel & Expenses WorkCenter Travel and Expenses > Travel & Expenses
WorkCenter

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HCM Module WorkCenters

HCM WorkCenter Name Navigation (NavBar)

Human Resources HR WorkCenter Workforce Administration > HR WorkCenter

Payroll Payroll WorkCenter USA Payroll for North America > Payroll
WorkCenter USA

Time and Labor Time and Labor WorkCenter Manager Self Service > Time Management >
Time and Labor WorkCenter
Absence Management

WorkCenter Navigation
Navigation in the WorkCenter is performed through “live” links. If a link is not active, then there is nothing to
view, and clicking will not produce any information or open any screens.

To open WorkCenter:
▪ Click the Field Name to open the screen to the right within the WorkCenter.
▪ Click the New Window icon to the left of the name to open the screen in a new tab.

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WorkCenter Structure
There are four sections to each WorkCenter, divided into two tabs, Main and Queries/Reports. Your access in
the WorkCenter will depend on the security roles you have been assigned by your district.

Main Tab Queries/Reports

The Main tab contains My Work and Links.
In the top half of the pane, view details of your work.
In the bottom half of the pane, select links to screens
used to do common tasks. When you click any link,
information appears on the right side of the screen.
The Queries/Reports tab contains links to common
Queries and Reports/Processes.
In the top half of the pane, run queries which you can
view as HTML or export to Excel for filtering. In the
bottom half of the pane, run reports or processes
using your own run controls.

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