Peoplesoft Fundamentals
Participant Manual
Version 3.4
June 2010
TABLE OF CONTENTS
TRAINING AGENDA .................................................................................................................................... 3
COURSE OVERVIEW .................................................................................................................................. 4
INTRODUCTION........................................................................................................................................... 5
LEARNING OBJECTIVES............................................................................................................................ 5
HOW TO USE THIS MANUAL ..................................................................................................................... 6
MODULE 1: PEOPLESOFT BASICS .......................................................................................................... 7
PEOPLESOFT DATABASE ............................................................................................................................. 8
SECURITY RIGHTS FOR ACCESSING PEOPLESOFT DATABASES...................................................................... 8
ACCESSING PEOPLESOFT ........................................................................................................................... 9
Which Database are you Accessing?................................................................................................. 13
MODULE SUMMARY: .................................................................................................................................. 13
MODULE 2: NAVIGATING IN PEOPLESOFT ........................................................................................... 14
PEOPLESOFT HOME PAGE ........................................................................................................................ 15
USING THE MENU SECTION (FINANCE AND RETRIEVER) .............................................................................. 17
Expanding and Collapsing Menu Items .............................................................................................. 17
Alternative Menu................................................................................................................................. 18
Minimizing and Maximizing the Menu ................................................................................................ 19
Removing the Menu Pane .................................................................................................................. 19
Adding Items to My Favorites and Editing Items from My Favorites .................................................. 20
CHANGING PASSWORD .............................................................................. ERROR! BOOKMARK NOT DEFINED.
TREE VIEWER ........................................................................................................................................... 22
COMMON NAVIGATION ICONS ..................................................................................................................... 24
MODULE SUMMARY: .................................................................................................................................. 24
INQUIRIES, REPORTS AND QUERIES ........................................................................................................... 26
GENERAL PROCEDURE FOR RUNNING REPORTS ......................................................................................... 26
How to Run a Report .......................................................................................................................... 26
REPORTING BASICS .................................................................................................................................. 27
What is a Run Control ID .................................................................................................................... 27
Add a Run Control ID ......................................................................................................................... 27
Specifying Search Parameters ........................................................................................................... 29
Populating Search Field Basics:......................................................................................................... 29
Using the Search Icon ........................................................................................................................ 30
Running the Report ............................................................................................................................ 32
Locating and Viewing your Report ..................................................................................................... 33
Printing your Report............................................................................................................................ 35
Exiting a Report/Inquiry ...................................................................................................................... 35
Practice: Reporting Basics ................................................................................................................. 35
ADVANCED REPORTING ............................................................................................................................. 36
Using an Existing Run Control ID ....................................................................................................... 36
Specifying Search Parameters ........................................................................................................... 37
Scheduling the Report ........................................................................................................................ 38
Locating Post - Scheduled Reports .................................................................................................... 38
Practice: Detail Reports ...................................................................................................................... 39
MODULE SUMMARY ................................................................................................................................... 39
RUNNING INQUIRIES .................................................................................................................................. 41
Creating a new Inquiry ....................................................................................................................... 41
Specifying Search Parameters and Running an Inquiry .................................................................... 42
USING THE RESULTS W INDOW ................................................................................................................... 42
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PeopleSoft Fundamentals v3.4
Customizing Results Display .............................................................................................................. 43
Hide Columns ..................................................................................................................................... 43
Freeze Columns ................................................................................................................................. 44
Sort Columns ...................................................................................................................................... 44
Saving Customizations ....................................................................................................................... 45
Exporting to Excel............................................................................................................................... 45
VIEWING PAGES ........................................................................................................................................ 46
Printing via Internet Explorer .............................................................................................................. 46
Practice: Journal Inquiry ..................................................................................................................... 48
MODULE SUMMARY ................................................................................................................................... 48
MODULE 5: USING PEOPLESOFT RETRIEVER ..................................................................................... 49
RUNNING A RETRIEVER INQUIRY ................................................................................................................ 50
Creating a New Inquiry ....................................................................................................................... 50
Specifying Search Parameters and Running Inquiry ......................................................................... 51
Viewing Detailed Results .................................................................................................................... 54
Exporting the Data to Excel or PDF format ........................................................................................ 55
Practice: Retriever Inquiry ................................................................................................................. 57
MODULE SUMMARY ................................................................................................................................... 57
MODULE 6: RUNNING QUERIES USING PEOPLESOFT ....................................................................... 58
QUERIES .................................................................................................................................................. 59
What is a query?................................................................................................................................. 59
Searching a Query.............................................................................................................................. 59
Running and Viewing a Query ............................................................................................................ 60
Adding Queries to My Favorites ......................................................................................................... 60
Practice: Searching a Query .............................................................................................................. 61
MODULE SUMMARY ................................................................................................................................... 61
MODULE 7: USING ONLINE HELP ........................................................................................................... 62
THE PEOPLESOFT W EBSITE ...................................................................................................................... 63
Accessing the PeopleSoft Website .................................................................................................... 63
PeopleSoft KnowledgeBase ............................................................................................................... 64
Table of Contents ............................................................................................................................... 64
PeopleSoft Training Plan .................................................................................................................... 65
Registering for Training Classes ........................................................................................................ 65
Receiving Updates via E-mail ............................................................................................................ 67
Point of Contact for PeopleSoft Questions ......................................................................................... 68
Updates on the Delta Initiative Project ................................................. Error! Bookmark not defined.
Accessing Miscellaneous Links Associated with PeopleSoft ............................................................. 69
MODULE SUMMARY ................................................................................................................................... 69
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PeopleSoft Fundamentals v3.4
Training Agenda
TOPIC
TIME
INTRODUCTION
LEARNING OBJECTIVES
MODULE 1: PEOPLESOFT BASICS
MODULE 2: NAVIGATING IN PEOPLESOFT
MODULE 3: RUNNING REPORTS USING PEOPLESOFT
MODULE 4: RUNNING INQUIRIES USING PEOPLESOFT
MODULE 5: USING PEOPLESOFT RETRIEVER
MODULE 6: RUNNING QUERIES USING PEOPLESOFT
MODULE 7: USING ONLINE HELP
5 minutes
5 minutes
25 minutes
30 minutes
1 hour
25 minutes
30 minutes
25 minutes
10 minutes
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PeopleSoft Fundamentals v3.4
Course Overview
Field
Audience
Description
This course is for any of the following end users of the PeopleSoft system:



have been working at UMBC for 0 – 1 year
are new to PeopleSoft or
need a refresher course in PeopleSoft fundamentals.
Prerequisites
These end users can be any staff/faculty on the UMBC campus- department
directors, accountants, business service specialists, a faculty in any department,
administrative assistants, divisional coordinators etc.
PeopleSoft Overview course
What is covered
in this Class?
A basic knowledge of computers is required. You need to be familiar with using
a web-browser to browse web-pages. An accounting background may prove
useful, but is not necessary for using PeopleSoft for different accounting
functions.
The purpose of this course is to provide basic PeopleSoft knowledge, along with
information and tools to effectively navigate and find information in PeopleSoft.
After completing this course, you will be able to:




Length
June 2010
Access and understand the use of each Peoplesoft database.
Navigate PeopleSoft menus and individual pages.
View data in PeopleSoft using features such as reports, inquiries and
queries.
Use online Help available on UMBC's Delta Initiative website.
Hands-on practice will be combined along with the demonstration of different
activities performed in PeopleSoft.
The length of this course is 2 hours and 30 minutes.
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PeopleSoft Fundamentals v3.4
Introduction
PeopleSoft is a web-based application that is used to store and process UMBC's data resources. It
provides a large suite of integrated software applications that manage data and communications for
human resources, accounting and finance systems. The PeopleSoft system provides us with accurate,
timely information ensuring sound business recommendations and decisions. This will ultimately enable
us to serve all our clients (internal and external) better.
Learning Objectives
The purpose of this course is to provide basic PeopleSoft knowledge, along with information and tools to
effectively navigate and find information in PeopleSoft.
After completing this course, you will be able to:




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Access and understand the use of each Peoplesoft database.
Navigate PeopleSoft menus and individual pages.
View data in PeopleSoft using features such as reports, inquiries and queries.
Use online Help available on UMBC's Delta Initiative website.
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PeopleSoft Fundamentals v3.4
How to Use this Manual
Throughout this manual and course, you will notice several different presentation methods being used to
present the material. As you progress through the course, an attempt has been made to notify you in the
manual which presentation method will be used for each section of the course. The various approaches
that you will encounter, and their impact to you, the learner, include:
Discussion: A presentation outside of the application, or a discussion by the Instructor. This approach
is used to present new materials and context prior to moving onto the next level of the course.
Demonstration: The Instructor will demonstrate on the instructor’s computer how to complete a task in
PeopleSoft. It is meant to provide an example of how to accomplish a task prior to having you perform
the same task. At this time, you should not follow along with the instructor on your computer, unless
instructed to do so.
Hands-on Practice: You will follow along with the instructor on your computer while performing a task in
PeopleSoft.
Stand-alone Practice: You will complete the steps presented in the course materials to accomplish a
task on your computer, without the instructor following along on the instructor computer.
Informational: Information is provided in the manual for your information, but may not be covered by the
instructor in the course.
TIP
Tips provide you with best practices.
The course section(s) of the manual include step by step instructions for performing each task, along with
explanations where appropriate. Whenever possible, the steps and explanations have been created to
provide a general overview of the entire system.
Please note that updated copies of all supporting documentation can be found at the PeopleSoft website
at www.umbc.edu/peoplesoft.
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PeopleSoft Fundamentals v3.4
Module 1: Peoplesoft Basics
The purpose of this module is to introduce basic PeopleSoft concepts, which will prepare you for using
the system.
At the end of this module, you will be able to:



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Name the three PeopleSoft Databases
Discuss the purpose of each of the PeopleSoft Databases
Discuss PeopleSoft Database Securities
Access the PeopleSoft Databases Online
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PeopleSoft Fundamentals v3.4
PeopleSoft Database
Database
Why is it used?
PeopleSoft
Finance
PeopleSoft
Financial
Retriever and
Reports
PeopleSoft
Campus
Solutions
URL
This database stores information related to
departmental financial activities. You can use
this database to process and locate: P-card
transactions, Journal Entries, Grants,
Projects, Accounts Payable and Accounts
Receivable activities, General Ledger and
other financial activities.
This database was developed specifically for
UMBC, and is intended to be used as a
reporting database.
It is used for budgeting reports and is
recommended for fiscal year 2005+.
Campus Solutions consists of
1) PeopleSoft Human Resources, which is
used to enter and report on human resource
activities, such as Payroll.
2) Campus Solutions which consists of
Student Recruitment, Admissions, Student
Records, Financial Aid, Student Billing, and
Academic Advisement.
https://fsprdweb.ps.umbc.edu/WebAuth
https://fsrptweb.ps.umbc.edu/WebAuth
http://csprdweb.ps.umbc.edu/WebAuth
Security Rights for Accessing PeopleSoft Databases
Discussion
Before you can use PeopleSoft, you are granted security access rights into the application. Your security
access is dependent upon your role within UMBC. You can be granted several different access rights
into PeopleSoft for each database as well as each form or table in the application. The different types of
access rights you may receive include:

No Access: If you have no access to a particular area of the application, you will not be able to
see an option on your PeopleSoft menu. For example, if you do not work with Grants, you may
not be able to see the Grants menu option.

View Only Access: if you have view only access to an area of the application, you will be able to
see the option on your PeopleSoft menu, but you would only be able to view the information on
the screen. Most reports in PeopleSoft are view only, which means you are unable to effect the
information in the database, regardless of the buttons or actions you take with the report

Edit Access: If you have been granted edit access to an area of the application, you will be able
to input information into the application. Depending on the level of edit access you have been
granted, you may or may not be able to also delete information.
If you require a level of access that you do not have in the application, please complete a Security Access
Form and return it to the appropriate team for processing.
Security forms are located on
www.umbc.edu/peoplesoft. Instructions for completing the form and where to send it for processing are
included in the security form information section of the website.
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PeopleSoft Fundamentals v3.4
Accessing PeopleSoft
Hands-on Practice
This section will walk you through the procedure for accessing PeopleSoft.
TIP: WEB BROWSER
It is recommended that you use Internet Explorer for accessing PeopleSoft.
It is recommended that you access PeopleSoft via myUMBC. The steps to access PeopleSoft are below:
1. Open Internet Explorer by clicking Start  Programs  Internet Explorer.
2. Type www.umbc.edu in the Address Bar and press the Enter button on your keyboard.
3. The following webpage displays:
myUMBC
Address Bar
4. Click the myUMBC link. The myUMBC webpage displays. (Alternately, you may type
my.umbc.edu in the Address Bar in Internet Explorer and access the myUMBC webpage
directly.)
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PeopleSoft Fundamentals v3.4
Username and
Password fields
5. Type your username and password in the Username and Password fields on this webpage.
6. Click the Login button. The following webpage displays:
Click on Topics,
then select
Human Resources
& Finance
7. Click the Topics drop down menu.. The webpage shown above displays.
8. Click on Human Resources & Finance.
9. From the next screen, please select the Finance, Retriever and Reports links listed under
PeopleSoft to access the corresponding PeopleSoft website.
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PeopleSoft Fundamentals v3.4
Peoplesoft
Finance, Human Resources
& Financial Retriever and
Reports links.
TIP: FAVORITES
To make a menu option a Favorite, please click on the Star and make it yellow. It will appear on the
left hand column under Favorites. This saves you a few steps when using myUMBC to get to
PeopleSoft.
TIP: INACTIVITY WARNING
If you are inactive in PeopleSoft for 120 minutes, the system will display a warning sign informing you
that you will be logged off. It is very important that you save your work or the current information that
you are working on will be lost.
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PeopleSoft Fundamentals v3.4
PeopleSoft Finance Home Page
Sign out
Home
Menu: left
navigation pane.
Results/Information
display space.
Support Link
PeopleSoft Manual
Note: Depending on your security access rights in PeopleSoft, your menu options may be different than
the example(s) above.
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PeopleSoft Fundamentals v3.4
Which Database are you Accessing?
Discussion
To identify which database is being accessed, look at the URL for each.

The Finance website’s URL starts with fsprd (fsprd stands for finance production database.) The
Finance login page is shown below.

The Human Resource website’s URL starts with csprd (csprd stands for campus solutions
production database.) The HR login page is shown below.

The Retriever website’s URL starts with fsrpt (fsrpt stands for financial retriever and reports.)
Module Summary:


There are separate and distinct PeopleSoft databases implemented at UMBC; Finance, Human
Resources, Student Administration, and Financial Retriever and Reports.
It is recommended that you access PeopleSoft via myUMBC.
TIP: Using multiple PeopleSoft products
In order to use two PeopleSoft products at the same time, please remember to open two different
Internet Browsers.
For example, please open PeopleSoft Finance in Internet Explorer and Human Resources Mozilla
Firefox.
This will prevent error messages and disruptions.
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PeopleSoft Fundamentals v3.4
Module 2: Navigating in PeopleSoft
The purpose of this module is to identify and learn the most common navigation tools available in PS.
At the end of this module, you will be able to:





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Expand and Collapse a Menu.
Hide/Display the Menu Pane.
Add Frequently Used Topics to Favorites and Edit those Topics.
Explain the Use of Tree Viewer.
Identify Different Navigation Icons.
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PeopleSoft Fundamentals v3.4
PeopleSoft Home Page
Hands-on Practice / Demonstration
When you logon to PeopleSoft, the following page displays (the window shown here is the PeopleSoft
Finance window):
Results/Information
pane.
Menu/ Navigation
pane.
The PeopleSoft homepage is divided into two sections: the Menu/Navigation Pane and the
Results/Information display section.

The Menu/Navigation Pane provides navigation to access various functionalities of PeopleSoft
e.g. reports.

The Results/Information Pane displays the results of actions performed in PeopleSoft. These
results are displayed either by clicking the links in the Menu or by performing actions in the
Results/Information display section itself.
TIP: RIGHT CLICK IN PEOPLESOFT
Point to the desired hyperlink and RIGHT CLICK, then select “Open in a new tab” or “Open in a new
window” to open the application in a new tab/window, while leaving the current window opened as
well.
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PeopleSoft Fundamentals v3.4
Results display in this
section.
Action performed in the
Menu pane.
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Using the Menu Section (Finance and Retriever)
Hands-on Practice / Demonstration
Expanding and Collapsing Menu Items
Depending on the database you are using, the navigational strategies may differ slightly.

The menu sections in PeopleSoft Finance and PeopleSoft Retriever look identical.

This menu expands/collapses in a vertical fashion (when an individual item on the menu is clicked
(see below.))
Indicates a collapsed menu
item. By clicking on the arrow
or the menu name, you will
expand the menu and display
additional options for that menu
item.
Indicates an expanded menu
item. By clicking on the
arrow or menu name, you
will collapse the menu item.
Indicates a final option in an
expanded menu. By clicking
on the link, you will select
the desired option.
TIP: SINGLE CLICK IN PEOPLESOFT
You only need to SINGLE CLICK a button or link to execute actions/commands anywhere in
PeopleSoft.
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Alternative Menu
An alternative menu is available, which displays icons and descriptions of the menu items via the
Results/Information screen. The Alternative Menu is accessed by clicking once on a module listed in the
Menu Pane. See below:
Header identifies
selected the
module/folder.
Menu navigation.
Alternative navigation
menu displays
EXACTLY the same
menu options as the
Menu navigation.
Select a Module.
Folder
Action icon
Folder:
Contains action icons or additional folders. Clicking on a Folder will open the
folder and display additional folders, and/or action icons, as appropriate.
Action Icon:
Links to PeopleSoft actions, such as reports, inquiries, etc.
=
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PeopleSoft Fundamentals v3.4
Minimizing and Maximizing the Menu
Sometimes, minimizing the Menu can make it easier to view the data in the results / display window once
text is displayed in the results window.
To minimize the menu, click once on the minimize icon in the upper right corner of the Menu.
Once the menu is
minimized, the following
menu icon appears.
To display the Menu
again, click once on the
menu icon.
Removing the Menu Pane
Informational

You can remove the Menu pane from the Home Page by clicking the X button on the top right
corner of the pane. If you click the X button on the Menu pane, the following message displays:

Click the Yes- Remove button if you wish to remove the Menu pane. You can add it later by
clicking the Personalize Content link above the Menu pane.

It is recommended that you DO NOT remove the Menu pane. If you want to cancel this action,
click the No-Do Not Remove button.
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Adding Items to My Favorites and Editing Items from My Favorites
Hands-on Practice / Demonstration
Adding Items to Favorites
This step provides an easy method for you to reference favorite reports or pages within PeopleSoft.
1. To add a page/report to My Favorites, open the page you want to add.
Add to Favorites
Example: Adding Payroll
Reports to favorites
2. Click the Add to Favorites link, located in the upper right corner of your PeopleSoft screen.
3. When the Add to Favorites screen appears, name your page/report.
Enter the name of your choice
in the Description field.
4. Click the OK button. The page is added to your favorites section.
Viewing Items in Favorites
To view your favorite items, click the My Favorites menu item, and select the appropriate
page/report.
Editing Items in My Favorites
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PeopleSoft Fundamentals v3.4



You can edit items in My Favorites by clicking the Edit Favorites link listed under My
Favorites.
Edit item name in the fields listed under Favorite.
You can also edit the sequence of listing of items by assigning sequence numbers to each
item in the Sequence number field.
Edit item names here.
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Edit item display
sequence here.
PeopleSoft Fundamentals v3.4
Tree Viewer
Hands-on
Trees are hierarchical structures in the PeopleSoft system, which visually represent an outline for a
particular Chart Field. Tree Viewer is available in PeopleSoft Finance. It provides a mapping of
Department and other codes in PeopleSoft to allow you to search for information regarding your
department and other departments as needed.
Access the Tree Viewer using the following steps:
1. Click Tree Manager  Tree Viewer in the Menu pane.
2. Click the Tree Viewer link. The following information displays in the results/information window:
3. Enter CC in the Search by field, and click the Search button. The search results display:
Hyperlink
TIP: TREE NAME
When two Tree Names exist with the exact same name, open the Tree Name with the most recent
Effective Date to return the most updated results.
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4. Click the hyperlink of the desired Tree Name to open. The Tree Viewer opens.
Tree
Name
Expand a tree by
clicking once on
the closed folder to
display additional
options.
An open folder indicates the
end of a tree.
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PeopleSoft Fundamentals v3.4
Common Navigation Icons
Discussion
Icon
Function
The Search icon appears on various screens throughout PeopleSoft. The icon
indicates that you may select it to display appropriate values for a field. Click once on
the icon to select it.
The Save button typically appears in the bottom left of the screen. It is recommended
that you Save data on the active screen before proceeding to the next screen, or
taking another action.
The Run button indicates that you want to ‘run’ a specific report based on the search
parameters. Note: When the Run button appears, it typically means the information
requested output as a Report (to a 3rd party software, such as Adobe Acrobat.)
The Fetch button indicates that you want to retrieve data that meets your search
parameters and display it at the bottom of the screen. Note: The Fetch button and the
Run button are used to perform similar actions in PeopleSoft.
Highlighted text indicates that the text is hyperlinked, and if selected, will take you to
another screen in PeopleSoft.
Process Monitor is used when running reports. Click this link to go to the Process
Monitor window to view a list of report requests, their statuses, and links to view the
reports.
This collection of icons appears in some Retriever Reports when rows of information
are collapsed or expanded. Selecting the arrows either expands or collapses rows.
The Refresh button refreshes the appearance of a page by updating the description
fields for changes made.
When this icon appears in a PeopleSoft report, it indicates that the report can be
exported to Excel. The icon typically appears on the header row of the report
displayed on the screen.
The New Window link opens the current window in a new window. If you are
performing certain functions in a window in PeopleSoft, you can click the New
Window link to open a new window.
The Search button is used to return data based on information entered in search
parameter fields.
Advanced Search displays additional search parameters for a search field.
TIP: USING YOUR BROWSER’S BUTTONS
DO NOT use your browser's (Internet Explorer’s) Back, Forward, or Refresh buttons when you are
completing a transaction. If you press these buttons while you are in the middle of a transaction, the
transaction will not be saved.
Module Summary:




June 2010
Navigate through the menu by expanding and collapsing the menu options. Select the desired
menu item by clicking once on the item.
Bookmark commonly used navigation using My Favorites.
Changing your password in one instance of PeopleSoft does not impact other instances of
PeopleSoft.
Tree Viewer provides a window to commonly used Chartfield String values. You should also
select the CC_tree, and select the most recent file date.
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PeopleSoft Fundamentals v3.4
Module 3: Running Reports Using PeopleSoft
This module will teach you to run basic and advanced reports in PeopleSoft.
At the end of this module, you will be able to:




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Discuss the difference between Reports, Inquiries and Queries in PeopleSoft
Create a New Run Control ID, and use Existing Run Control IDs
Enter Search Parameters to return data in PeopleSoft.
Perform the steps to run a report immediately, and at a later time.
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PeopleSoft Fundamentals v3.4
Inquiries, Reports and Queries
While using PeopleSoft, you will be using inquiries, reports and queries to view information. The table
below lists characteristics of each
Report
Inquiry
Query




Reports output the data to
a PDF file.
A report allows you to filter
a large amount of data by
specifying chart fields.


An inquiry displays
information on screen.
Inquiries often can be
drilled down for additional
data.
An inquiry allows you to
filter a large amount of
data by specifying chart
fields.

A query typically requires
specific data to extract
information from the
database e.g. the PO #.
A query is used to return
very specific information to
the user.
General Procedure for Running Reports
Informational
How to Run a Report
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PeopleSoft Fundamentals v3.4
Reporting Basics
Demonstration
When running reports in PeopleSoft, there are basic steps that are performed each time. This section will
walk you through the basics for running a simple report in PeopleSoft.
The following examples will use the Transaction Detail by Department Report, located in the Financial
Retriever and Reports database.
What is a Run Control ID
When requesting a report in PeopleSoft, you must enter the parameters from which the report will be run,
and eventually display data for you to view. To aid in running reports, PeopleSoft created a means to
allow the user to save search parameters so he/she does not have to perform the same steps each time
the same report is requested. Run Control IDs are how PeopleSoft identifies saved search parameters
for reports.
Add a Run Control ID
1. Logon to PeopleSoft Retriever.
2. Navigate to Retriever  Trans Detail Report by Dept
3. Click the Trans Detail Report by Dept link. The Transaction Detail Run Control screen
displays.
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4. Click the Add a New Value tab.
5. Enter a name for the Run Control ID. The name cannot contain any spaces.
6. Click the Add Button to open the Run Control search parameters screen for the selected report.
7. To save the Run Control, you must enter the search parameters for the report, and select the
button at the bottom of the screen.


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TIP: NAMING THE RUN CONTROL ID
Once you create a Run Control ID, you cannot change it. Hence, your Run Control ID should
represent the report you will be running.
Run Control IDs are unique to the database in which they are created. Therefore, Run
Control IDs created in PeopleSoft Finance are not available in any other PeopleSoft
database.
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PeopleSoft Fundamentals v3.4
Specifying Search Parameters
The Enter Parameters screen displays when the Run Control ID is created. Populate the appropriate
chart fields to return the desired data for the report.
Run Control ID
Name
Reporting
Tools
Search
Parameters
Mandatory
field
2010___
2010
Populating Search Field Basics:




Chart fields marked with an * are mandatory and have to be populated before running the report.
Business Unit = UMBC1
Fiscal Year spans July 1, 20xx  June 30, 20xx (i.e., FY 2011 is July 1, 2010 through June 30, 2011)
Period = months within a fiscal year. July = Period 1, June = Period 12. Period 13 = end of year
totals.

If you are unsure about a particular chart field, use the
button to search for that specific chart
field.
Leaving the chart fields blank will return all results for that specific parameter.

TIP: MOVING FROM FIELD TO FIELD
You can use any of these methods for moving from one field to another on the PeopleSoft screen:
1. Using the Tab button on your keyboard.
2. Using your mouse to left-click in a new field.
3. Using the
June 2010
icon to populate each field, then click in a new field.
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Using the Search Icon
The Search Icon
takes you to a list of acceptable items for a particular field.
1. To use the Search icon, click once on the icon to the right of the desired field. You are taken to
the LookUp page for the selected field. (The Department field is used in this example)
2. If you know what the code for the Department begins with, you can narrow your search by
entering the first few numbers in the Begins with field.
3. Click once on the Look Up button to execute the search. A list of values that meet your search
criteria are returned.
4. To select a value, click once on the hyperlinked number (underlined in blue).
Using Advanced Search
If you are unsure what your Department number begins with, you can select to use the Advanced Lookup
search feature.
1. From the LookUp page for the selected field, (in this example, we are using Department), click
once on the Advanced Lookup hyperlink. The Advanced Lookup search criteria are displayed.
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PeopleSoft Fundamentals v3.4
2010
2. Business Unit should be UMBC1
3. Enter the desired Fiscal Year.
4. The Department field is looking for the department number to be entered. You can use the drop
down menu to search by a value that either begin with, or contains various numbers.
 Begins With = searches for values that begin with the number(s) that you enter in the
field (i.e., entering 11 will return all department numbers that begin with 11, such as
11001, 11012, etc)
 Contains = searches for all values that contain the number(s) you enter the field. (i.e.,
entering 11 will return department numbers that have 11 anywhere in the value, such as
11001, 11012, 10311, 10211, 10114, etc).
5. Click once on the Look Up button to execute the search. A list of values that meet your search
criteria are returned.
6. To select a value, click once on the hyperlinked number (underlined in blue).
Note: If a message is returned that “No matching values were found.”, modify your search criteria and
select the LookUp Button again. If you continue to receive the message, contact PeopleSoft Support for
additional information. Please note that at times, there are no values in some of the fields.)
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PeopleSoft Fundamentals v3.4
Running the Report
Once the Search Parameters have been entered, you are ready to run the report.
1. Click the Run button.
2. The Process Scheduler Request screen displays.
Server on which
the report will
run.
Identifies to the
reporting application
when to run the report.
Report details
Indicates the report
selected to run.
3. If the Server Name is editable, it should be blank.
4. The Run Date and Run Time fields are automatically populated when you reach this screen. Do
not change the settings in these fields.
5. Check the
listed under Process List.
6. Click the OK button. You are returned to the Enter Parameters screen. A Process Instance
displays below the Run button. It indicates that your report has been scheduled for running.
Process Instance
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Locating and Viewing your Report
7. Click the Process Monitor link on the Enter Parameters screen. The Process List screen
displays.
Click the Refresh button until
the Run Status and
Distribution Status display
Success and Posted.


In some cases the Process Monitor link is also displayed as  or
.
Click the Refresh button until the Run Status and Distribution Status display Success and
Posted.
8. Click the Details link listed under Process List. The Process Detail screen displays.
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9. Click the View Log/Trace link on this page. The View Log/Trace screen displays.
10. Click the .PDF link on this page to view the report. The report opens in Adobe Acrobat (if a PDF
file).
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PeopleSoft Fundamentals v3.4
Printing your Report
11. From Adobe Acrobat, click the
button to print the report.
Exiting a Report/Inquiry
To exit from a displayed report, and run another report in the same database, click on a menu option from
the main menu. The Run Control ID/Inquiry for the selected menu option is displayed. It is recommended
that you save your inquiries/reports before exiting it.
Practice: Reporting Basics
Practice Exercise
Tasks 
Run Control 
Chartfield Criteria 
Note:
Wherever
the
chartfields
are
not
specified, keep them at
their default values (blank
or 0000(s)) to return all
results.
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Run a Transaction Detail Report by Department
1. Create a new Run Control ID
2. Enter Search Parameters for the report
3. Run the report.
4. View the report.
Create a new Run Control ID: Test_01
 Fiscal Year: 2010
 Budget Period: 2010
 From/To Period: 1-2
 Department #: 10118
 Fund #: 0000
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PeopleSoft Fundamentals v3.4
Advanced Reporting
Demonstration
Advanced reporting concepts that will follow include using an Existing Run Control ID, Scheduling a
Report to run at a later time, Distributing the report, and locating a report that was scheduled to be run.
The report that will be used in the following examples is the Detail Report (Actuals), located in Financial
Retriever and Reports.
Using an Existing Run Control ID
1. Logon to PeopleSoft Retriever.
2. Navigate to the Detail Report (Actuals) via Retriever  Reports  Detail Reports (Actuals) in the
Menu pane.
3. The Detail Report (Actuals) Run Control ID displays. Ensure the Find an Existing Value tab is
selected.
`
4. Click the Search button to locate an existing Run Control ID. (If you know the name of the Run
Control, you can enter it in the search by field, then select the Search button.) A list of existing
Run Controls is displayed.
5. Click on one of the existing Run Control ID hyperlinks to open the search parameters page for the
Detail Report.
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PeopleSoft Fundamentals v3.4
Specifying Search Parameters
6. The Detail Report (Actuals) search parameters screen displays.



Since you are using an existing Run Control ID, some ChartField parameters will be
automatically populated.
You can populate the remaining chartfields to return more precise results.
If you are unsure of a specific ChartField parameter, click the
button to locate that
specific parameter. If still unsure about the parameter, click 0000 (number of 0’s will vary
depending on ChartField ) after searching for that ChartField code using
.
7. You can also run this report by project by checking the Run By Project? box (see below.)

After checking the Run By Project? box, the grayed out portion becomes active.

If you are unsure of a project code, use the
button to locate a project code.
8. Save the search parameters.
9. Click the Run button to run the report.
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PeopleSoft Fundamentals v3.4
Scheduling the Report
It is recommended to schedule large reports to run during off business hours, typically between 5pm and
7am. To schedule a report to run, follow these steps:
1. From the Process Scheduler Request screen,
Enter the Run Date.
Ensure the
Server Name
is blank.
Enter the Run Time. To
run during off business
hours, run after 5:00:00pm
and before 7:00:00am.
Ensure the report
is selected.
2. To schedule a report to run at a latter time, follow these steps:
 Enter the date for running the report in the Run Date field.
 Enter the time for running the report in the Run Time field.
Locating Post - Scheduled Reports
If you:



Schedule your reports to run at a latter time and want to retrieve them or
Want to retrieve previously run reports, or
Received a report that was distributed to you;
you can locate the reports by navigating to Process Monitor via PeopleTools  Process Scheduler 
Process Monitor.
Process Monitor is the same as if you were to select the Process Monitor link from within the report itself.
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PeopleSoft Fundamentals v3.4
Practice: Detail Reports
Practice Exercise
Tasks 
1. Run a Detail Report (Actuals.)
2. Schedule it at 2:00 am of the next day of your Fundamentals training class.
Use an existing Run Control ID: Test_01
Some of the chartfields will be already populated when you use an existing Run
Control ID for running the report. Listed below are details about some more chartfields
that you should use for this report.
Run Control 
Chartfield
Criteria 
Note: Wherever
the chartfields
are
not
specified, keep
them at their
default values
(blank
or
0000(s))
to
return
all
results.


From Account: 6000000
To Account: 7099950
Module Summary


June 2010
Inquiries return data to screen, whereas reports output the data to a PDF file.
To run a report you create a Run Control ID or use an existing Run Control ID; specify
search parameters; run a report instantly or schedule it to run at a later time and locate
the generated report.
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PeopleSoft Fundamentals v3.4
Module 4: Running Inquiries using PeopleSoft
This module will teach you the steps run inquiries in PeopleSoft.
At the end of this module, you will be able to:

June 2010
Perform the steps to run and view an inquiry in PeopleSoft.
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PeopleSoft Fundamentals v3.4
Running Inquiries
Demonstration
An inquiry allows you to view information (that resides in the PeopleSoft system) based on a defined set
of criteria. Instead of outputting the results of the search criteria to a report, the inquiry returns the data to
the screen.
Before running an Inquiry, you must create a Inquiry, much like creating a Run Control ID. This will allow
you to save the search parameters for use at a later date. The Inquiry used in the following examples is
the Journal Inquiry.
Creating a new Inquiry
Use the following steps to run an inquiry.
1. Logon to PeopleSoft Financial Retriever and Reports.
2. Navigate to Journals via General Ledger  Review Financial Information  Journals. Click
the Journals link.
3. The Journal Inquiry page displays. Click the Add a New Value tab to create a new inquiry.
4. Enter a Name for the Inquiry.
5. Select the Add button. The search parameters screen is displayed.
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PeopleSoft Fundamentals v3.4
Specifying Search Parameters and Running an Inquiry
6. Specify the search parameters for running the inquiry.
7. Click the Save button.
8. Click the Search button. The Search results display at the bottom of the screen.
Using the Results Window
The Results Window displayed at the bottom of the screen includes various tools, and displays
information about the data returned.
Identifies the number of records returned in the search. PeopleSoft
can only return 300 records at one time. If the total number of
records equals 300, you can assume more records exist than the
system can not return.
Click on the arrows to scroll forward or backward between records
on a page.
Click once on the icon to export the data on the screen to a .csv file
(which can be utilized by Excel.)
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Click once on the Customize link to customize the columns that are
displayed in the results window.
Customizing Results Display
To customize the columns that display on a results window, click the Customize link. The customize
window is displayed. A list of the available columns that can be customized are displayed.
You have the ability to hide columns, freeze columns so they cannot be moved, and sort columns in a
different order. Customizations that are made are specific to your UserID, which means they do not
impact any other users of PeopleSoft.
Hide Columns
You may want to hide columns that you do not need to view. To hide columns from the display list, follow
these steps:
1. Locate the column name you would like to hide in the Column Order list, and click once on the
column name.
2.
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Select the Hidden checkbox. The word (hidden) is displayed next to the selected column name.
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PeopleSoft Fundamentals v3.4
Freeze Columns
If there are multiple tabs, and scrolling columns, you can freeze a column so that it is displayed in every
screen. To freeze a column, follow the same instructions as in Hide Columns, and select the Frozen
checkbox.
Sort Columns
Sorting determines how records will be displayed in the results window. The columns are automatically
sorted in ascending order, by the first column, unless otherwise indicated in the Sort Order customization
window. To identify the columns to be sorted, follow these steps:
1. Select the column name to add to the list. Click once on the right arrow
column name is added to the Sort Column list.
. The selected
2. Repeat for each column name to add to the Sort list.
3. From the Sort Order list, click once on the column name that you want to sort. (In the example
below, the User column is selected.)
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PeopleSoft Fundamentals v3.4
4. Select the Descending checkbox to display the data in Descending rather than ascending order.
The word (desc) is displayed to the right of the selected column name.
5. Use the up and down arrows to identify which column should be the first considered for sorting,
the second, etc.
Saving Customizations
You can preview your customizations by clicking once on the Preview button. Once you are satisfied with
your changes, save your customizations by clicking once on the Save button at the bottom of the window.
You are returned to the results window.
Exporting to Excel
When you see the Excel Icon
associated to a table in PeopleSoft, it means that you can export the
data in the displayed table to Excel. Please note, that the data exported to Excel will only be the data on
screen.
1. Click the
(Excel) button located on the Journal Line of the report. (You may need to scroll to
the right of the screen to locate the Excel button.)
2. Once selected, the following dialog box is displayed, asking if you want to save or open the file.
3. Select the Open button to open the report in a separate browser window.
4. To Save to your desktop, click the Save button, select the desired folder, and rename the file.
Note: Remember to turn off your pop-up blocker, as it may prevent the download box from being
displayed. You may also press the Ctrl key while clicking this icon, to allow the pop-up download window
to open.


June 2010
TIP: EXPORTING TO EXCEL
When you export information to Excel, changes made to the information ARE NOT
REFLECTED in PeopleSoft.
When exporting information to Excel, it exports only the data available on the screen.
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PeopleSoft Fundamentals v3.4
Viewing Pages
To view the individual page for a returned record, follow these steps:
1. Click the individual hyperlink listed under Journal ID to display additional details about the
selected item.
Header
Table
Printing via Internet Explorer
Header sections of an Inquiry can only be printed via Internet Explorer. Follow these steps to print via
Internet Explorer.
1. Click File  Print Preview from the Internet Explorer menu available at the top of the page. The
following page displays:
Page
setup.
Print
layout.
2. Click the Page setup button. The following box displays:
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PeopleSoft Fundamentals v3.4
3. Check the Landscape radio button and click OK. The Print Preview screen displays again.
4. Select Only the selected frame on the screen from the dropdown menu on the Print Preview
screen.
5. A printable view of the Journal Header now displays.
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PeopleSoft Fundamentals v3.4
Practice: Journal Inquiry
Practice Exercise
Tasks 
Inquiry 
Chartfield
Criteria 
1. Run a Journal Inquiry.
2. Click the first Journal ID’s hyperlink located under the Journals list. Export the
Journal Line section listed under this Journal ID to an Excel file and save the
file to your desktop.
Create a new Inquiry: Test_03
 From/To Period: 1-10
 Ledger: ACTUALS
 Date: 4/21/2010
Note: Wherever
the
chartfields
are
not
specified, keep
them at their
default
values
(blank
or
0000(s))
to
return all results.
Module Summary

June 2010
To run an inquiry, you create a new inquiry or use an existing inquiry; specify search parameters;
run the inquiry and view the data returned on screen.
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PeopleSoft Fundamentals v3.4
Module 5: Using PeopleSoft Retriever
This module will teach you the steps to run inquiries using PeopleSoft Financial Retriever and Reports.
At the end of this module, you will be able to:

June 2010
Run an inquiry using PeopleSoft Financial Retriever and Reports.
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PeopleSoft Fundamentals v3.4
Running a Retriever Inquiry
Demonstration
Creating a New Inquiry
1. Logon to PeopleSoft Financial Retriever and Reports.
2. Navigate to Retriever Inquiry via Retriever  Retriever Inquiry from the menu options. Click the
Retriever Inquiry link.
3. The Retriever Online Inquiry screen displays. Create a new Inquiry.
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PeopleSoft Fundamentals v3.4
Specifying Search Parameters and Running Inquiry
4. The search parameters screen displays (see below.)
The current
active tab is
Revenue /
Expenses
Ensure the Fiscal
Year is accurate.
(They default to the
current year.)
Enter inquiry
description
here.
Enter the From Period and
To Period in which you want
the report to run. If unsure,
select the
icon to search
the Period table.
2010
The default
selection is
UMBC1.


The fields marked with an asterisk (*) are mandatory and have to be populated before running the
inquiry.
Each tab (see below) has different data listed under it. Clicking a specific tab activates that tab.
The current active tab is Revenue / Expenses (see below.)
TIP: VIEWING MAXIMUM INFORMATION ON SCREEN
Minimizing the Menu pane allows you to view the report screen better, displaying maximum
information in the active window.
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PeopleSoft Fundamentals v3.4
5. After populating the fields shown above, the Chartfield Selection Criteria display. Enter their
values in the appropriate fields.
Click the Fetch
button to return data.
Click the Save button
to save your inquiry.
All Chart Fields must have a value
entered. If unsure as to what to enter
in the fields, enter 000’s to indicate to
return all values. If you want to return
results for a specific value, enter it into
the appropriate Chart Field.
5. If you try to save your Inquiry without entering information into the required fields, the following
dialog box appears and the required field(s) is highlighted in red. If this happens, select the OK
button to return to the screen and complete the required field(s).
6. After entering the search parameters, click the Save button to save the inquiry.
7. Click the Fetch button and the retrieved information is displayed below the search parameters.
TIP: NARROWING SEARCH RESULTS
Providing specific information in each Chartfield (instead of the default 000(s)) will narrow down your
search results, returning more specific information.
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PeopleSoft Fundamentals v3.4
These buttons allow you
to expand or collapse your
report by either one level
(
) or all levels (
).
Allows report to
be exported to
Excel.
Information is
displayed here.
TIP: SAVE YOUR SEARCH PARAMETERS
It is very important that you save your reports before running them. This ensures that you do not lose
your data (search parameters) every time you run that report.
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PeopleSoft Fundamentals v3.4
Viewing Detailed Results
8. When the report is first displayed, it only lists the highest level roll-up accounts.


To expand to the next level, click the
icon.
To expand all sub-accounts, click the
icon. All Account Codes, along with their individual
budget amounts are displayed on the screen (see below.)
Accounts
Blue text indicates that there has been a revision
since the original budget. Click on the highlighted
number to view details regarding the changes.



June 2010
To collapse the lowest account level, click the
icon.
To collapse all account levels, select the
icon.
Note: The expand/collapse icons are only active when you are able to expand or collapse the
accounts. When they are not active, they are gray, which indicates that you have reached the
end of an account string.
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PeopleSoft Fundamentals v3.4
Exporting the Data to Excel or PDF format
9. You can export the inquiry data to Excel by clicking the
icon.
10. To export the data on the screen to a PDF format:

Click the
icon. This initiates the instance for generating a PDF report for the data
being displayed on screen.

Click the
(see below.)

Click the Details link. The Process Detail screen displays (see below.)
link. The Process List window opens as a new window
The View Log/Trace
link is located here.
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PeopleSoft Fundamentals v3.4

Click the View Log/Trace link on this screen. The View Log/Trace screen displays. The
report is available as a PDF file on this screen.
The report file is
available as a
PDF file.
TIP: DIFFERENT ICONS, SAME FUNCTIONS
Different icons are used in the PeopleSoft system to perform the same tasks.
or
are used to run an inquiry or report.
or
June 2010
or  are used to run the process monitor.
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PeopleSoft Fundamentals v3.4
Practice: Retriever Inquiry
Practice Exercise
Tasks 
Inquiry 
Chartfield Criteria 
Note: Wherever the
chartfields
are
not
specified, keep them at
their default values
(0000) to return all
results.
1. Run a Retriever Inquiry.
2. Locate the PDF file on the View Log/Trace screen and save it to your
desktop.
Create a new inquiry: Test_04
 Description: Test Inquiry 06
 Fiscal Year: 2010
 Budget Period: 2010
 From/To Period: 1-6
 Department #: 10118
 Fund #: 1111
 All Accounts
 All Prog Fins
Module Summary

June 2010
To run a retriever inquiry, you create a new inquiry or use an existing inquiry; specify search
parameters; run the inquiry and view the data returned on screen.
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PeopleSoft Fundamentals v3.4
Module 6: Running Queries Using PeopleSoft
In this module, you will learn the steps to run queries in PeopleSoft Finance.
At the end of this module, you will be able to:

June 2010
Run queries in PeopleSoft Finance.
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PeopleSoft Fundamentals v3.4
Queries
Demonstration / Discussion
What is a query?
A query is a tool that allows you to extract data from the PeopleSoft database based on your specified
parameters. You can view the data on the screen or export the data to a format that can be customized
according to your preferences (using Excel.)
TIP: USING SEARCH TO LOCATE CODES
The search buttons in queries sometimes do not work in the query search screens. It is easier to run
a query when you know the codes for the data that you are requesting.
Searching a Query
The following steps explain the procedure for searching a query.
1. Logon to PeopleSoft Finance.
2. Navigate to Query Viewer via Reporting Tools  Query  Query Viewer in the Menu pane.
3. Click the Query Viewer link. The Query Viewer screen displays.
4. If you know the name of your query, type it in the begins with field. Otherwise leave the field
blank. Click the Search button. The following screen displays:
Queries are
displayed
alphabetically.
Query output:
HTML or
Excel.
A query can be
public or private.



June 2010
Add a query to
Favorites by
clicking here.
A private query is a query that you create using your own specific parameters. They are
accessible only to you. Only individuals granted access to create Queries have access to
view Private Queries.
A public query is accessible to everyone.
The query can display it’s output in HTML format or it can be exported to Excel.
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PeopleSoft Fundamentals v3.4
Running and Viewing a Query
5. Click the Run to HTML to view the output in an HTML format. Using the search parameters
shown in the screen below and after clicking the View Results button, the following information
displays:
Search results
display here.
6. Clicking the Excel Spreadsheet link allows you to download the result as an Excel file.
7. You can directly run the query to receive an Excel spreadsheet by clicking Run to Excel.
Adding Queries to My Favorites
8. Click the Add to Favorites link for above query. The query is added to My Favorite Queries list.
9. You can remove the query from My Favorites by clicking the
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button.
PeopleSoft Fundamentals v3.4
Practice: Searching a Query
Practice Exercise
Tasks 
Query 
Additional Search
Criteria 
1. Search a Query
2. Export the Query output to Excel.
Query Search Parameter: “UM_AR_JRNL_DRILL”
Once the above query is located, use the following search criteria to obtain the
results of the query:
 Journal ID: ARDJ010485
 Account #: 7089900
Module Summary

June 2010
To run a query, search for a query using specified parameters and view the query.
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PeopleSoft Fundamentals v3.4
Module 7: Using Online Help
The purpose of this module is to prepare you to find information on UMBC’s Delta Initiative website to
assist you in using PeopleSoft after the course ends.
At the end of this module, you will be able to:






June 2010
Access UMBC’s PeopleSoft website.
Register for PeopleSoft Training Classes Online.
Subscribe to Receive Updates on PeopleSoft Issues via E-mail.
Know the Appropriate Point of Contact if you have Questions about PeopleSoft.
Access Updates on PeopleSoft information.
Access Links to External Sites related to PeopleSoft.
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PeopleSoft Fundamentals v3.4
Demonstration
The PeopleSoft Website
Accessing the PeopleSoft Website
The PeopleSoft website provides updated information for PeopleSoft users on known issues,
documentation, and where to go to receive help. The website can be accessed via the naviation: Topics
> Human Resource & Finance > PeopleSoft HR/Finance Web Site link in MyUMBC, or by using the
following URL: www.umbc.edu/peoplesoft.
The PeopleSoft website link is
located here (in the About UMBC
section on the UMBC homepage.)
The PeopleSoft website homepage is shown below:
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PeopleSoft Fundamentals v3.4
PeopleSoft KnowledgeBase
The PeopleSoft KnowledgeBase is task-based, and is organized into categories that reflect the business
processes in which PeopleSoft is used. Additional categories and questions will be added as they are
made available.
Table of Contents
The Table of Contents is a task based manual organized by PeopleSoft content area.
To navigate through the contents, select the link that correspond to a particular training class to see the
list of questions and answers available. Select the desired question to display the related answer in the
main window. Select the print icon to print the specific question and answer.
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PeopleSoft Fundamentals v3.4
PeopleSoft Training Plan
The PeopleSoft Training Plan is a diagram of the proposed PeopleSoft Training Curriculum as well as an
interactive training plan. The Training Plan provides overviews of current, and proposed courses; lists
prerequisites for each course, if appropriate; links to training documentation; and links to the Training
Registration webpage.
Access the PeopleSoft Training Plan from the Training tab.
Registering for Training Classes
PeopleSoft training classes are held continuously at UMBC.
website can be accessed several ways;


The Training schedule and registration
Via the OIT Training Page link on the PeopleSoft website / Training tab,
Directly via the URL http://www.umbc.edu/training.
Once the Training Schedule and registration website is accessed, you can view scheduled courses, and
register to attend the desired course.
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PeopleSoft Fundamentals v3.4
A list of all courses is included in the training list. To narrow your search to just PeopleSoft courses,
select PeopleSoft in the Series column.
To view a course overview, with specifics regarding the intended audience, prerequisites, and a copy of
the participant manual (if available), click once on the Course Name.
Click once on the
course name for
the Course
Overview.
The I Will
Attend button
is located here.
To register for a training class, check the box listed in the I Will Attend column for the desired course.
Scroll to the bottom of the window, and click the
complete your registration.
button at the bottom of the screen to
To be removed from a course roster, contact Deb Arnold at darnold@umbc.edu.
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PeopleSoft Fundamentals v3.4
Receiving Updates via E-mail
You can receive UMBC PeopleSoft announcements, updates and tips via e-mail, by subscribing to the
PeopleSoft e-mail list. From myUMBC, select the Services tab.
Click the link for myUMBC Mailing Lists.
Select the tab “Index of Lists”, scroll down the alphabetical list until you find “peoplesoft”, and click the
hyperlink “peoplesoft”.
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Then select the option “Subscribe”.
Point of Contact for PeopleSoft Questions
UMBC Technical Staff follows questions and issues using RT Ticket System. For instructions how to
enter a ticket, please do the following:
1 .Go to http://my.umbc.edu
2. Click Help -> Request Help
3. Enter your myUMBC username and password when prompted and click Login
4. Click the New Ticket link located on the left column
5. Select a queue which best describes the issue, for example:
PeopleSoft Finance & Retriever - please select Finance Queue
PeopleSoft Human Resources
- please select Human Resources Queue
PeopleSoft Student Administration – please select Student Administration
6. Enter a brief but specific summary on the Subject: line, for example,
PSUNX Error in General Ledger Report
is more helpful than
error in PeopleSoft
7. Enter a thorough description of the problem, include specifics such as error messages and what
was tried to diagnose the problem.
8. Select a subcategory from the list
9. Click Create ticket button
10. Review submitted ticket (a copy will also be sent to your email)
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Accessing Miscellaneous Links Associated with PeopleSoft
This section provides the links to websites associated with PeopleSoft (see below.) The Departments
section is available on the Departments tab of the website.
Module Summary
Access the Delta initiative website and PeopleSoft KnowledgeBase to view the PeopleSoft End-Users
Manual, view the PeopleSoft Training Plan, course overviews, register for training classes, sign up for
receiving updates via e-mail and identify point of contacts for questions related to PeopleSoft.
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