Peoplesoft System Administrator Training Guide

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  1. Peoplesoft System

. Contains all material in. PeopleSoft v9.2 HR/Payroll: Product Bundle. Plus additional material for Time & Labor and Query Reporting.

Peoplesoft system administrator training

Financials, PeopleSoft Human Resources, and PeopleSoft Student Administration. Common Financial System (CFS) - Cal Poly Financials. (includes training guides); Institutional Research International Students and Scholars Office of. Oracle Training - Defining Ledgers in General Ledger Part 1. System Administrator Job Roles And Responsibilities - Duration: 4:39.

T&L1 - Time and Labor - Course Agenda. T&L2 - Time and Labor - Training Courseware. QRY1.

PeopleSoft Query 9.2 Training - Course Agenda. QRY2. PeopleSoft Query 9.2 Training - Course Presentation (95 pages).

QRY3. PeopleSoft Query 9.2 Training - Course Guide (139 pages). QRY4. PeopleSoft Query 9.2 Training - Course Exercises (58 pages) $98.95 14.0 MB Downloadable ZIP file. Access the full online portfolio of PeopleSoft 9.2 HCM Training available from SpearMC. This training was developed from the ground up, incorporating latest Fluid UI, ESS and MSS concepts up to PUM Image #25 and Tools 8.56. Engage with interactive training content that’s available 24/7 to learn how to successfully implement and use PeopleSoft Human Capital Management applications.

This all-inclusive subscription gives you access to all of the HCM modules and training featured below. Intro to PeopleSoft HCM - 2 Day Course. Core HR - 3 Day Course. Payroll - 4 Day Course. Time & Labor - 4 Day Course.

Absence Management - 4 Day Course. Base Benefits - 2 Day Course.

Benefits Administration - 4 Day Course. HCM Security - 2 Day Course. HCM Query Reporting - 3 Day Course. Time & Labor Technical Rules - 3 Day Course. ePerformance - 4 Day Course. HCM Self-Service (ESS) - 3 Day Course.

Affordable Care Act Year End Processing - 3 Day Course. Payroll Year-End Processing - 1 Day Course $595 Annual Subscription.

Downloadable Instructions to access pre-recorded On-Line Course (via Webex) -. Pre-recorded class is based on our live PeopleSoft v9.2 Query Class -. Upon purchase customers have the ability to download on-line course recording -.

Course recording may be accessed an unlimited number of times within one year -. Q1. PeopleSoft Query 9.2 Training - Course Agenda. Q2. PeopleSoft Query 9.2 Training - Course Presentation.

Q3. PeopleSoft Query 9.2 Training - Course Guide (139 pages). Q4. PeopleSoft Query 9.2 Training - Course Exercises (58 pages) $129.00 12.0 MB Downloadable ZIP file.

Course Duration: 16 Hours Course Code: MAX-101 Course description: The PeopleCode accelerated course consists of sixteen hours of instructor-led demonstration. This class was recorded from a live online course. Individuals who purchase the courses are able to perform course exercises on their own PeopleSoft environment utilizing their own installed version of App Designer. All materials from the instructor demonstrations and for the student exercises are available for download from the Go-To-Training site.

Course Agenda $139 16 hours of training. Course Time: 16 Hours Course Code: MAX-102 Course description: The PeopleTools Accelerated I & II class consist of sixteen hours of instructor-led demonstration. This class was recorded from a live online course. Individuals who purchase the courses are welcome to perform the available course exercises on their own PeopleSoft environment utilizing their own installed version of App Designer. All materials from the instructor demonstrations and for the student exercises are available for download from the Go-To-Training site.

Course Agenda $139 16 hours of training PeopleSoft v9.2 Foundations and Query. PeopleSoft Security Functional v9.1 - Training Agenda. PeopleSoft Security Functional v9.1 - Training Guide. PeopleSoft Security Functional v9.1 - Exercise. PeopleSoft Security Administration Process Flow -. PeopleSoft Security v9.1 - Strategy and Considerations. PeopleTools v8.5x Advanced Security - Agenda.

PeopleTools v8.5x Advanced Security - Training Guide. PeopleTools v8.5x Advanced Security - Diagrams $48.95 4.5 MB Downloadable ZIP file PeopleSoft v9.1 General and Cross-Platform.

Downloadable Instructions to access pre-recorded On-Line Course (via Webex). Upon purchase customers have the ability to download on-line course recording. PeopleSoft v9.1 Pre-recorded - Financials Class. FIN1. PeopleSoft v9.1 - General Ledger Training Guide. FIN2. Financials Definitions and Configuration - (32 pages).

FIN3. Financials Configuration Considerations - (32 pages). FIN4. Chartfield Design - (32 pages). FIN5.

Business Unit Setup - (26 pages). AP-1. AP Vendor Maintenance & Configuration -. AP-2. AP Training Manual - (96 pages). AP-3. AP Classroom Guide - (70 pages) $99.00 12.0 MB Training Material and Webex Instructions.

NOTE: Test Scripts and Test Plans are in editable format. NOTE: Test Scripts and Test Plans are in editable format.

On this page:. Changes to class s heduing are now made in the (links to the CPS). See the for training. Course & Scheduling Webform Training Guide.

Login into PeopleSoft via Axess –. Click on Login.

After logging in with your SUNet ID click on the PeopleSoft dropdown. Go to the Curriculum Management panel and choose Course and Class webforms. You can save each panel that you use to your favorites (top of the menu) in order to save time.

To Add a New Course. Use the Add/Update Course Catalog web form. Click on Add a New Value tab – the Course ID will default to 000000. Click Add and fill in the new course information.

Peoplesoft System Administrator Training Guide

If scheduling for the next academic year, use the 8/1/20XX (XX = for all active courses. Once the academic year begins, enter the current date. For instance: If updating courses prior to August 1, 2017 for AY 2017-18, use 8/1/2017 effective date. Once August rolls around, use the current date. If you need to inactivate a course use 8/31/20XX (XX=Current Year) and change the status to inactive. Inactivating a course means the course will not be offered again.

Make sure you fill out all the appropriate fields in the Catalog & Data tab (displayed above). Leave the Requirement Group field blank. The unit offering cannot be 0 for minimum units. Valid Grading Basis options are Letter (LTR), Ltr-CR/NC (ROP), or S/NC (RSN). If Repeat for Credit is selected, then the Total Units Allowed and Total Completions allowed must be also updated. The Course Attribute Value must have a valid NQTR (term offered).

Examples of NQTR are: AUT (Autumn), WIN (Winter), SPR (Spring), SUM (Summer), NOTTHIS (Course not offered this year). If a course is not offered and you do not want the course to show in the bulletin, uncheck the Catalog Print box on the Offerings tab. If you need to add more than one offering (cross listed course), go to the Offerings tab and click on the '+' sign and fill out all the appropriate fields. You will notice the Course Offering Nbr is now listed as 2 for the second crosslisted course. In the Components tab choose the Course Component, Default Section, and Final Exam status.

Note: Discussion and Lab Section components cannot be Graded Components for the course, as these are Non-Enroll sections. After you have created your new course go back to the Basic Data tab and verify the ‘Repeat for Credit Rules’ section. If this course is repeatable for credit, make sure the Total Units Allowed and Total Completions Allowed are also updated. FInally, when the course creation is completed either click Send for Approval or Save for Later if you need to place it in a pending status.

If you have any special requests for this course you can send a remark in the Special Instructions box. How to Update a Course. Use the Add/Update Course Catalog web form. If you do not know the course ID, fill out the Subject Area and choose Active from the drop-down menu in the 'Status as of Effective Date' field, click search. A list of all your active courses will display. Choose the appropriate course and make the desired changes (steps for assistance listed above).

How to Add a Second Component to a Course Go to the Update Course Catalog webform and click on the 'Component tab'. Then click on the '+' plus sign, choose the new component. Note: If you are adding a Discussion or a Lab Section, the optional component box will be the default, the box will be checked.

A course should have a maximum of two course components. If your department wants the students to enroll in the discussion sections, leave us a remark in the Special Instructions field so we can manually uncheck the box to allow for enrollment.

Peoplesoft system administrator training guidelines

Once the scheduling team has approved the new component, you will be able to create new sections using the Add Class webforms. How to Add an Additional Class Section. Use the Add Class web form to add a Discussion Section, Lab Section or an additional Lecture, Seminar, Workshop, etc.

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Peoplesoft System

(main component of the course). If adding a discussion/lab section, first make sure the Course Catalog has been updated with the Discussion component. Then update the 'Component' field for this class section. Under the 'Class Section', type 02. For a discussion/lab section, enter Non-Enroll in the 'Class Type' field. Under the Meetings tab, fill out Meeting Pattern, Instructors for Meeting Pattern, and Room Characteristics (seminar room, smartpanel etc.).

You can also enter a Facility ID (room desired or class, checking web viewer for availability is highly recommended). When the Facility ID/Room is selected, the room must also appear below the Facility ID entry box. In the Enrollment Cntrl tab, fill in Requested Room Capacity (room size desired) and also the Enrollment Capacity for anticipated enrollment. If this course will be controlled by permission numbers, this will be a good time to adjust the Add Consent or Drop Consent. Notes for the course can be entered on the Notes tab, in the Free Format Text field. If you have an existing note and wish to remove it, hit the '-' minus sign to clear it, and then enter your updated note.

You can also add notes in Schedule of classes STF Dept Schedule of Classes. The notes will be visible in ExploreCourses and Axess. How to Verify the Status of your Request You will always receive an email message whether the schedulers approve, reject or cancel a transaction. The Transaction ID will be attached and the message will be under Approver comments.

How to Recall a Record Use the Recall function in the 'View/Edit Course Transactions' panel if you need to recall a form to edit and resubmit, or to cancel. You will always be able to recall a form (class or course) when the approval status is Rejected, Cancelled, or In Progress. Note: Use the Recall feature when you have a submitted a webform that you need to correct and the webform is still pending. A department should not have two pending webforms for the same course/class, as the data may conflict. Using the Recall feature avoids this scenario.

Helpful Scheduling Reminders. Effective Dates in Course Catalog: When updating the Course Catalog (via the Add/Update Course Catalog webform) for the next Academic Year, be sure to use the effective date of 8/1/20XX for all active courses. Active courses are courses listed as Active under the status and are offered in Autumn, Winter, Spring, Summer, or listed as NOTTHIS. To inactivate a course, use the 8/31/20XX date at the end of the last academic for which the course was active. Inactivating courses should be done when the course will not be offered again at Stanford. NOTTHIS vs. Inactive courses: NOTTHIS refers to an active course that will simply not be offered in the next academic year.

An inactive course is a course that will never be offered at Stanford again. Grading Basis Options: The current grading basis options are: Letter, Ltr-CR/NC, or S/NC. Any webforms with other grading basis submissions will be rejected.: SICs may be offered for a maximum of 2 units, enrollment must be limited to a maximum of 20 students, grading option must be S/NC, and SICs must only count as activity (ACT) courses in calculating the units required for the bachelor’s degree. More info on SI courses can be found at on our web page. Adding a new course: When adding a new course to the catalog, first check the catalog to make sure the course is not an active course. Also, departments should wait a minimum of 3 years to re-use a desired course catalog number after the catalog number has been inactivated.

Crosslisting Courses: When making updates to a crosslisted course, make sure all departments are aware of the changes being made. The department or program who owns the course is solely responible for mkaing changes to any crosslisted course.

Time Schedule Reports: Run the time schedule report prior to Axess opening for student enrollment for each quarter top ensure that you will not have any class cancelations, unit changes, or grading basis/component changesafter enrollment opens.