Navigation in PeopleSoft - University of Texas at El Paso

advertisement
Navigation in PeopleSoft
Introduction
• Overview:
1. What is PeopleSoft?
2. Logging on and Basic Navigation
3. Employee Self-Service
2
1. What is PeopleSoft?
• PeopleSoft is a commercial software solution that
will replace:
– Define/BIS system for Finance
– HRMS for Human Resources
– UT Direct for employee services
3
PeopleSoft v9.1 Modules
Human Capital Management
(HCM)
Financial Management Services
(FMS)
Human Resources
General Ledger (Account Setup)
Benefits
Accounts Payable
Payroll
Grants/Projects
Budget (Commitment Accounting)
Travel & Expense
Absence Management
Treasury (Cash Management)
Time Reporting
Budget (Commitment Control)
Asset Management (Inventory)
Billing/Accounts Receivable
4
2. Logging on and Basic Navigation
• Topics:
– Logging on and System Security
– Home page layout
– Universal navigation
– The Pagebar
– Sign Out
5
Logging On and System Security
•
•
Go to http://peoplesoft.utep.edu.
Click here to launch PeopleSoft.
6
Logging On and System Security
•
•
•
Under Group, click on U.T. System
Institutions.
Under Organizations, click on The
University of Texas at El Paso.
Click on Select.
7
Logging On and System Security
Enter your UTEP credentials
and click on Login.
8
Logging On and System Security
The system will time out and log you
out after 30 minutes of inactivity. Click
OK to continue.
Click the link to sign back in.
9
Home Page Layout
Universal Navigation Header Components:
•
•
•
•
•
•
•
Favorites
Main Menu
Home
Worklist
Add to my Links
Sign Out
Search
10
Home Page Layout
Three ways to navigate in PeopleSoft:
1. Page-let Navigation – Click on the links available in
the content area to go to the page directly. E.g.,
Timesheet.
11
Home Page Layout
2. Cascading Menus – Navigate by clicking on Main Menu and
follow the modules to reach the page. E.g., Timesheet.
12
Home Page Layout
3. Folder Navigation – Navigate by clicking on Main Menu.
Right click on the folder containing the page and click
Open. E.g., Timesheet.
13
Home Page Layout
• Opens a window with the folders and subfolders.
• Click the link for the module you are interested
in. E.g., Timesheet.
14
Universal Navigation
Click the Home link to return to this main
page from anywhere.
15
Universal Navigation
Worklist- An organized list of work items
awaiting your attention. You can also receive
notifications via email.
16
Universal Navigation
Worklist Page
Click on a link to
access Worklist Item
details
Example of a Worklist
17
Universal Navigation
Favorites and Add to My Links – These allow you to add
to or edit any of your favorite links in your list.
18
Universal Navigation
Recently Used - A log of all the pages
you have recently visited.
2
3
1
1.
2.
3.
Click on Add to Favorites.
Enter the Description for the page you want
to add.
Click OK to save.
19
Universal Navigation
1.
2.
3.
To edit the links, click on Edit My Favorites.
You can edit the name and the order in which your
links are listed, or delete a favorite.
Click on Save.
2
1
3
20
Universal Navigation
Breadcrumbs – Indicate the navigation path.
21
Universal Navigation
Search tools for PeopleSoft.
22
Pagebar
The Pagebar: A dynamic group of links
that appear on certain pages.
New Window: Opens a new window of
PeopleSoft in your web browser.
New Window
23
Pagebar
Help: Takes you to PeopleBooks, an online
collection of user documentation for all
PeopleSoft applications and tools.
PeopleBooks
24
Sign Out
Sign Out: To log out of the session.
25
3. Employee Self-Service
• Topics:
– Payroll and Compensation
– Personal Information
– Benefits
– My Career
26
Introduction
• Employee Self-Service (ESS) will replace BIS/Define, HRMS and UT Direct to access your
employee and personal data.
27
Payroll and Compensation:
View Paycheck
28
Payroll and Compensation:
View Paycheck
• Under View Paycheck, you can see earnings, taxes and other
deductions.
Select the link to view the
details
29
Payroll and Compensation:
View Paycheck
30
Payroll and Compensation:
Direct Deposit
31
Payroll and Compensation:
Direct Deposit
• Use the Direct Deposit page to view, edit, add accounts and delete
direct deposit information.
32
Payroll and Compensation:
W-4 Tax Information
33
Payroll and Compensation:
W-4 Tax Information
Use the W-4 Tax Information page to view,
add, or edit W-4 tax information for Federal
Income Tax.
34
Personal Information
• The Employee Self-Service (ESS) module enables you to view, add
or update personal information.
35
Personal Information
Click on Personal Information Summary
36
Personal Information
37
Personal Information:
Home and Mailing Address
• You may add a new address by selecting the Add button; or click
Edit to update the existing address listed.
38
Personal Information:
Phone Numbers
• The Phone Numbers page allows you to view, add, update, and delete your
personal phone numbers, as well as select a preferred contact number.
Click on Save to make sure your
changes are saved.
39
Personal Information:
Emergency Contact
• Click on the Contact Name to view your emergency contacts’ information. You
may add a new emergency contact and select a primary contact.
Ensure your
changes are saved.
40
Personal Information:
Email Addresses
• On the Email Addresses page you may view, add, update, and delete your
email address.
Click on Save to make
sure your changes are
saved.
41
Benefits Information
• The ESS Benefits module allows you to view benefit information through My
UT Benefits.
• Click on My UT Benefits to view your
benefits information.
42
My Career
Use My Career to view jobs and
manage your applications.
Click Here
43
Supported Browsers
44
Additional Resources
• Additional information and resources can be found
on the PeopleSoft website.
Job Aids
Power Point slides
Quick Guides
Crosswalk
UPK
http://PeopleSoft.utep.edu
45
Questions
46
Thank You!
Download