August 2003
Agenda
Process Overview
PeopleSoft Human Resources
Create Stipend
Change Stipend
Terminate Student
Approve Stipend
On-line Documentation
Navigation Tips
Process Overview
Department
Creates
Stipend
Authorizer(s)
Approve
Stipend
Stipend
Processed by
HR or AP
Systems
Process Overview
Graduate Service Stipend
Stipend created and approved in PeopleSoft
Student Forms completed in Dept, brought to HRSC
No Financial Aid approval
Stipend processed by PeopleSoft
Changes processed in PeopleSoft
Graduate Non-Service Stipend
Stipend created and approved in PeopleSoft
Home mailing address option for payments
No Financial Aid approval
Stipend processed in Accounts Payable
Changes saved in PeopleSoft
PeopleSoft Human Resources
PeopleSoft is a database that stores related
information
PeopleSoft HR/Payroll contains employee
human resources and payroll data:
Personal Data
Job Data
Benefits Data
Position Data
Paycheck Data
Training Data
Faculty Data
Job Applicant Data
Hourly Student Hire Data
Grad Stipend Data
PeopleSoft Human Resources
On the Internet via Agora 24 X 7
Add it to your favorites!
1 Open Agora in
Internet Explorer
2 Enter username
3 Enter password
4 Click Sign In
PeopleSoft Human Resources
Select PeopleSoft Human Resources Services
PeopleSoft Human Resources
Grad Stipend items located in “BC Custom” menu
PeopleSoft Human Resources
Use = Process Pages
PeopleSoft Human Resources
Inquire = Summary Pages
Create Stipend
Department enters Stipend Information:
Account
Department
Student
Award
Payment
Create Stipend
• Pending Department Approval
• Pending Restricted Ledger Approval
• Pending Foreign Approval
• Pending I-9 Processing
• Once all requirements and approvals
are satisfied, stipend is processed
Change Stipend
Department may change stipend information for
stipends already processed in PeopleSoft
Service Stipends
Dept uses PeopleSoft Page:
Use > Change Service Stipend
HRSC processes change manually
Non-Service Stipends
Dept uses PeopleSoft Page:
Use > Graduate Non-Service Stipends
PeopleSoft processes change and submits to
Accounts Payable system overnight
No longer need to cancel/create new stipend
Terminate Students
Department terminates students who:
Were hired but never worked
Leave before the employment period is scheduled
to end
Have graduated
Terminating students frees up funds to be used for
other students
Always use the appropriate effective date for
termination
Do not terminate students you know will be
returning to work the next employment period
PeopleSoft Demonstration
On-line Documentation
On the Internet via HR Website: www.bc.edu/hr
Add it to your favorites!
Up-to-date information
Field-by-field instructions for all processes
Have a Question?
Grad Stipend Inquiries
Student Services
Greg Keswick
Phone: (617)552-4966
E-mail: keswick@bc.edu
Chris Montani
Phone: (617)552-4968
Email: (montani@bc.edu)
Navigation Tips
Click Hyperlinks to open more options to the right.
Click the Home link to return to the PeopleSoft Home Page.
Never exit PeopleSoft without clicking the “Sign Out” link.
Go Back Home
Hyperlinks
Always Sign Out of
PeopleSoft
Navigation Tips
For those also using PeopleSoft Financials, note that menus in PeopleSoft HR open to the right
instead of opening downward.
Menus
Function
Groups
Functions
Navigation Tips
Click the hyperlinks in the Breadcrumb Trail to navigate back.
Click the New Window link to open multiple PeopleSoft windows.
Breadcrumb Trail
Open New
Window
Navigation Tips
Never use the Explorer
back button to navigate back.
Navigation Tips
When doing data entry, never press [Enter] on the keyboard.
Pressing [Enter] will SAVE information entered on the page.
Always press [Tab] or mouse-click to move out of a field.
[Enter]
[Tab]
Navigation Tips
Click the magnifying glass to open a Lookup Page to search for
field values.
Enter search criteria. The less you enter, the broader your search.
Click the “Lookup” button to perform the search.
Navigation Tips
Click hyperlink to make selection from returned search results.
Click on any
hyperlink in the
row to select it
Navigation Tips
Name searches are case sensitive and strict on format.
Format is Last,First (no space).
It is recommended that you:
1.
2.
3.
4.
Enter Last Name (case sensitive) in the field
Click the magnifying glass to open the Lookup Page
Click the “Lookup” button to perform a search on Last Name
Click on the hyperlink in the Search Results list for the name you
wish to select
Navigation Tips
Click "View All" hyperlink to view all rows of data.
Click “First” or “Last” hyperlinks to view first or last rows.
Click Left/Right Arrow buttons to view previous or next row.
View All Data Rows on One
Page
View Previous Row
View Next Row
View First Row
View Last Row
Navigation Tips
Use the “Return to Search” button to return to the
Search Results page.
Use the List buttons to return to move up or down
through the search results.
Navigation Tips
Use the “Worklist” link in the top navigation bar to open the Worklist page to view Worklist
items.
Use the “Worklist” button on the bottom of the Stipend pages to return to the Worklist after
saving an approval/denial.