people soft fundamentals guide

8/8/2019 People Soft Fundamentals Guide

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PeopleSoft Fundamentals

PART IC I PANT GU IDE

PeopleSoft HRMS 7.5University of Massachusetts Amherst

Fall 2001


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PeopleSoft Fundamentals Training

Welcome to Fundamentals Training where you will be introduced to basic concepts andactivities in preparation for using PeopleSoft Human Resources.

Objectives

At the end of the training session you will be able to

1. Navigate through PeopleSoft.2. Retrieve and enter data.3. Have a basic understanding of the system structure.

4. Use effective dating and scroll bars.5. 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 thisparticipant guide without worrying about data corruption. At your work

site, you will be using the Universitys production database.HR75ENG


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Table of Contents

I. IntroductionSystem Structure 1

Panel Groups 2

Panel Parts 3Logon to the PeopleSoft Training Database 4

II. System NavigationNavigation Path 5

Navigating Windows 6

GO where? USE what? 6

Search by ID/Name 7

Saving a Favorite 8

Valid Values Search 9

Shortcut Recent 10

Exercises 11-20

Concepts 21

III. PeopleSoft BasicsData Entry Fields & Functions 22-24

Edit Boxes

Drop Down Lists

Radio Buttons, Checkboxes

Inserting/Deleting RowsSummary 25

IV. PeopleSoft ConceptsControl/Transaction Tables 26

Effective Dating, Sequencing, Categories 27-32Inquire Menu Summary of Rows 33

Effective Date Categories/Modes 34

Exercises 35-37

Summary 38

V. The OnLine LibraryAccessing the Library/TOC 39-41

Exercises 42

Locating Topics 43-44Concepts & Procedures Search (Query) 45-49

Concepts 50

VI. QuickiesDefinitions 51

Function Keys 52

Index 53-54


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I/mp/PS/fundamentalsfall2001 1

I. Introduction

System Structure

When using PeopleSoft, its helpful to understand how the system stores and organizesdata. 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 PeopleSoftpanels like one shown on the right.

The information that you enterinto the panels is stored on tables.

Tables are linked together by

key fields (like Employee ID).

This structure is called a

relational database.

Table


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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 asubject category (window group).

Panel Groups

ADMINISTER WORKFORCE

Every drawer is labeled with a topic and

folders designated for specific subjects.

Name/AddressPersonal Profile

Eligibility/Identity

Job Data

Personal Data

Emergency Contact


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Panel Parts

Process Menu Group Panel

Title Bar

Tool Bar

Menu Bar

Drop

Down List

Status Bar

Panel

Tabs

Checkboxes

Task

Bar

Radio

Scroll


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Logon to PeopleSoft Training Database

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.

STEPS


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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 BarPanel or Panel Group

HRMS data

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


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Personal Data Name/Address Update/Display Enter: EmplID: E104(Walsh,Sara)

Navigating through Windows

GO Administer Workforce Administer Workforce (U.S.) USE

OK.The name/address panel should be displayed.

Click the panel tabs to view each of the panels in thepanel group.

to close the panel.

STEPSGO Where?

GO takes you to a

drop-down list

where you select a

Window Group.

USE What?

USE takes you to a

drop-down list whereyou select a Panel or

Panel Group.

PanelTabs

Each screen or window

in PeopleSoft is called

a panel.


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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.

Search by Name

Click: to access the search dialog box.

Enter Last Name: Wal

ClickSearch 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 key or your mouse In the Name field type: Walsh,Sara OK

PeopleSoft is case sensitive meaning that you should capitalize the first letter of names.

STEPS

STEPS

STEPS


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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 thedrop-down list.


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Valid Values Search

There are cases in PeopleSoft where drop down boxes produce long lists. Instead ofscrolling 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.

Click the drop-down arrow in the Country field to search for the country codefor Germany.

Scroll to the codes beginning with G. In this example, Germany isnt listed in theGs.

Enter the following: Description: Germany (case-sensitive)

Click: Search (The code for Germany displays).

Highlight Germany in the Description fieldand 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.

STEPS


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Shortcut

PeopleSoft has an additional feature that provides a shortcut when navigatingthrough the menus and panels: Recent.

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.


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.

STEPS


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NAVIGATION EXERCISES

Library Reference

Purpose

Exercise 1A-D to practice navigating and accessing panel groups.

Exercise 2 practice using menu items to access certain panels.

Exercise 3 follow navigation paths to locate information.

EXERCISE #1-A

This exercise shows you how to navigate in the PeopleSoft system and access panels inthe Administer Workforce (U.S.) window group.

Administer Workforce

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

Online Library (F1) PEOPLESOFT BASICS

Navigation Options

Windows

STEPS

Notice the arrow

symbols on

the drop-down

list. Theindicates that a

panel/panel group

follows.


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EXERCISE # 1-C

This exercise shows you the navigation path and panels accessible from the Recruit

Workforce Window.

Manage Positions

Go Develop Workforce Manage Positions Use

STEPS


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EXERCISE # 1-D

This exercise shows you the navigation path and panels accessible from the Plan

Salaries Window.

Plan Salaries

Go Administer Workforce Plan Salaries Use

STEPS


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Use Personal Data Name/Address Update/Display

Continue on to the next page.


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Notice that

Personal Data is a3-member panel

group:

Name/Address Personal Profile

Eligibility/Identity

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

OK


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(still in the Administer Workforce Panel)

Job Data

Job Information Use


STEPS


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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.

STEPS


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Exercise 3 Locating Panels

For this exercise, follow the navigation paths given below to locate information.

GoAdminister Workforce

Administer Workforce (U.S.)

UsePersonal Data

Name/Address

Go

Develop Workforce

Recruit Workforce (U.S.)

Use

Applicant HireApplicant Hire

Go

Develop Workforce

Manage Positions

Use

Position Data

Position Location

Library Reference Online Library (F1)

PEOPLESOFT BASICSNavigation Options

Menus Only

WindowsPanels

Panel GroupsRecentKey Fields

Search Dialog Box

Valid Values Searches


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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.


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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

Go


Administer Workforce (U.S.)

Use

Drivers License Data

Enter: Employee ID E102 (Webster,John)

Click: OK

Use the Tab key to move within the panel.

STEPS

Online Library (F1)

PEOPLESOFT BASICSData Entry

Data Entry Basics

Drop-Down Lists

Radio Buttons

CheckboxesLong Edit Boxes

Toolbar, Menus, and Shortcut Keys


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Insert a Row

Click or press the F7 key to insert a row.

Enter or select the following:

Valid from/to: 07/01/1999, 02/01/2001

License Suspended: On

Comments: License suspended due to not payingparking tickets.

License Type: Truck

Click 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.

Date

Fields*

Radio

buttons

Checkbox

If needed, you

can click F4 for a

Pop-Up calendar

when using a

data field.

Long EditBox

Edit Box

Drop-

down list


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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 #: WEBS12345678

Dates Valid from/to: 07/01/1999, 02/01/2001

License Suspended: Off

Comments: Johnrenewed his license effective 07/01/1999.

State: NYLicense Type: Motorcycle

Click to save the data youve entered.

Delete a Row

Click on the associated scroll bar to view the two rows of available Drivers LicenseData. 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.


Scroll

Bar


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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 F8function 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


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IV. PeopleSoft Concepts

In this section we will look at concepts that are key to the PeopleSoft system structureincluding:

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

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 countryand state in the Name/Address Panel, and Highest Education

Level in Personal Profile.


Online Library (F1)PEOPLESOFT BASICSSystem Structure

Transaction Tables

Control Tables

STEPS

Data is entered on

Transaction Tables.

Control Tables

have drop-down

lists of selections

you will choose

from.


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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 - Data rows have an effective date greater than todays date.Current - Close to but not greater than todays date.

History - Rows have effective dates less than the effective date on the

current row.

Effective Date SequencingActions that occur on the same date are entered in a certain order or sequence.

Effective Date StatusThe status is either Active or Inactive.

Update/Display

The Update/Display Action allows you to do the following (if authorized) on aneffective-dated table:

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 functionsnoted above and and view history rows.


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EXERCISE 1 USE OF EFFECTIVE DATING

Library Reference

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.

STEPS

Online Library (F1)

PEOPLESOFT BASICSEffective Dating

Employee

Name

Emergency

Emergency contact is not an

effective dated record.


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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.


Represents the date

when the data was

entered on the

panel.


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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

Use

Job Data

Work Location

Update/Display All Enter EmplID: AC1056 (Webster,Holly T.) OK


Online Library (F1)PEOPLESOFT BASICS

Effective Dating

Effective Date Sequencing

Effective Date

Sequence

Number

STEPS

Scroll down tosee Sequence

number 0 (merit)


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There are three (3) effective date categories: Current, Future and History.

Library Reference

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 to insert a new effective-dated row. Defaults to system (todays)date.

Change the effective date to 07/01/2000.

Press Tab. The effective date category changes to future.

Enter Action:TransferReason: EER (Employee Request)

Position Number: 00001019 (Department Head)

Click to save the information.

See Panel on the next page.

STEPS

Online Library (F1)

PEOPLESOFT BASICSEffective Dating



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Insert new

effective-dated

row.

Enter

effective

date

Enter

action

reason


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Inquire Menu - Summary of Rows

You can look at a job summary of all the rows by going through the Inquire Menu.

Inquire

Job Summary

Enter: EmplID: E507(McReary,Shannon)

Click OK. The Job Summary Panel displays.

STEPS


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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 thatPeopleSoft records the dates when various activities take place, enabling you to track ahistory of information. Effective dated tables contain both the effective date and an

effective status.

Library Reference

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 doesnot 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 Action

Add Inserts a new record to the database. Used when anew employee is hired.

Update/Display Access existing records to view or add current orfuture information.

Update/Display All Accesses existing records to view or add current,future or historical information.

Correction Limited to central HR personnel only.


Effective Dating

Effective Date StatusUsing Panels

Using Data Entry Modes


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EXERCISES

Library Reference

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.

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.

Click 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 to save the new information.

Exercise completed.

Online Library (F1) PEOPLESOFT BASICS

Navigation Options

Effective Dating

STEPS


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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

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: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Airfare

Expense Amount: 450.00Business Purpose: ConferenceBusiness Unit: NCUBUDepartment: N01000 (Finance)


Using Panels

Using Scroll Bars

The outer scroll bar

controls this area

The inner scroll bar

controls this area.

STEPS


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Click in the Charge Dt edit box:

Click to insert a row.

Enter the following data on the panel:

Expense Period End Date: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Lodging

Expense Amount: 320.00Business Purpose: ConferenceBusiness Unit: NCYBUDepartment: N01000(Finance)

Click in the Charge Dt edit box:

Click to insert a row.

Enter or select the following:

Expense Period End Date: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Car RentalExpense Amount: 200.00

Business Purpose: ConferenceBusiness Unit: NCYBUDepartment: N01000 (Finance)

Click: to save the new information.


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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 achronological 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 thepanel 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.


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Changing the Icon Image

In this exercise, we will change the icon for Library sections and branches from a cross-

shaped symbol to a book icon .

Tools

Options

Contents

Expandable Branch Image

Choose Green Book Image

OK

Online Library Parts

Document

Reference

Contents

Getting Query Results

Tools

Options

Contents

Query Results

STEPS

STEPS


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Add Search Tool Bar

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

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


STEPS

STEPS

Notice how the

book opens and a

branch expands

below the subject.


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Double-click on one of the concepts listed below and read the explanations.

OpenClose

Print

OrganizationGraphic Conventions

Basic Terminology

Click on the book in front ofNavigation

EXERCISE #1

Choose one item from the list below. Locate it in the online Library and take a moment toread the information provided.

Windows and ViewsLinksToolbars

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 QueryAdvanced Query


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Locating Topics in the Online Library

The following instructions will enable you to successfully find a topic in the online

Library.

In the Table of Contents (TOC) Window expand the heading Using the onlineLibrary.

Locate and highlight the section on Navigation.

Double-clickNavigation and view the information in the document window.

Click to collapse any expanded branches in the Table of Contents.

STEPS


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NOTE: Once you logoff of PeopleSoftthe jump history disappears.

Using Jump Links to View a Topic

Go to the Table of Contents window in the online Library.

Select PeopleSoft Basics. Topic subheadings should appear.

Double-click on System Structure.

Locate thejump link for System Structure in the document window.

Click the jump link.

Click the back arrow button on the toolbar to jump back to the starting point.


Click to display the history of jumps.

STEPS

Jump Link

Click to close the window.


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Query

From the Table of Contents window in the online Library:

Select Using the Online Library Select Finding Information Choose the type of search:


Basic Query

Advanced Query


Click to clear the previous query.

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 thedocument 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 forprocedures on hiring employees: Hire, Entering, Applicant, Hire, Entering.

The procedures are: Hire, Entering.

STEPS

Or click on the binoculars


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Search Using Concepts & Procedures

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 viewthe procedure youre looking for.

STEPS


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EXERCISE 1

Purpose: To look up the subject ofEffective Dating in the Library.

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.

STEPS


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EXERCISE 2

Purpose: To Do a Query (Search) in the Library.

Scenario: You need to locate information on how to enter: pay rate changes,

references, leave of absence (outgoing and returning).

PeopleSoft Human Resources


Job Information

Procedures

Pay Rate Changes

Entering

See the sample screens that follows.

STEPS


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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 inFolio. 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


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.


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QUICKIES

Action Date the date information was entered and saved on the system.

Checkboxes enable you to choose 1 more several data items.

Correction restricted to designated staff in Human Resources.

Effective Dated used to retain historical data and to store current, future &

Rows historical data.

Grayed Out Area signifies that an area or an action cannot be accessed by the system

user.

Menu Bar contains menu items: File, Edit, View, Go, Use, Process, Inquire,

Report and Help.

Panel a screen containing various fields which enable you to update andView data that resides in PeopleSoft databases.

Panel Group a set of panels similar to a multi-part form.

Panel Status Update/Display, Update/Display All, Correction

Radio Button allows you to make one data selection choice.

Status Bar (located at the bottom right corner of your screen). Displays the

name of the open panel and action in use. Tell you what paneland action youre in.

Task Bar lists open programs (e.g., Administer Workforce).

Window A window in PeopleSoft allows you to access panels or panel

groups used to view information, do data entry, perform tablemaintenance and generate reports. Windows are generally

organized by topic (hiring, training, recruitment, etc.)


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Tab Moves the cursor to the next field on the panel.

F1 Access to the online Library.

F2 Displays the next panel in a group.

F2 + Shift Displays previous panel in a group.

F4 Displays a list of valid codes if the field accesses a prompt table.

F6 Displays next panel on the panel list.

F6 + Shift Displays previous panel on the panel list.

F7 Insert a row.

F8 Delete row.

F9 Displays the next employee or table record in the list created after

performing a search.

F9 + Shift Displays previous employee or table record on the list.Alt + Tab Takes you back to PeopleSoft if you are in the online Library.

Esc Leaves a panel without saving changes.


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INDEX

Administer Workforce, 11

Advanced Querysearch in the online library, 45

Alternate key search, 21Case Sensitive, 9

Checkbox, 23

Client/Server, 1

Contents Window, 39Control Tables, 26, 38

Data Entry, 22

Data Entry Modes, 34Definitions, 51

Delete a Row, 24, 25

Develop Workforce, 13

Document Window, 39Drop-Down List, 23

Edit Box, 37

Effective Date Categories, 27Current, Future, History, 27

on Work Location Panel, 31

Effective Date Field, 35

Effective Date Sequencing, 30Effective Date Status, 34, 38

Effective Dated Row, 35

Effective Dated Tables, 34

Effective Dating, 27Emergency Contact, 28

Employee ID Not Known, 7

Favoritessaving, 8

Folioinfobase, 39

Go, 6History Rows, 27

Infobase, 50

Inquire Menu, 33

Insert a Row, 35

Insert Row, 25Inserting an Effective Dated Row, 31

Job Information Panel, 19Job Summary, 33

Inquire Menu, 33

Job Summary Panel, 33

Jump Links, 44Key Fields, 10


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