Introduction to PeopleSoft
Presented by Ron Pantaleon and Barbara Thiss | August 9, 2016
FO R O CT OB ER 3, 201 6
GO LI VE
Let’s look at this handout so you know what to
expect every
time you come to PeopleSoft
training.
Group 5 Finance organizations
TRAINING
TRAINING
GO LIVE
GO LIV E IS
10/ 3/1 6!
Classes, Locations, & Trainers
SDCOE
SCREC
NCREC
Class Structure
WIFI
Look for the month’s SDCOE guest wifi
password on the wall.
SDFR, SDFX, SDFP
Q & A Forum Read posts
(public)
New Question/Post
(requires Google login)
Introduction to PeopleSoft
What is MITI? What is the CRC?
What is PeopleSoft Finance?
Welcome to Introduction to PeopleSoft!
In this class we will show you the basics of PeopleSoft. We’ll discuss some rules of thumb and new
terminology. Then we will go into a training database to practice
logging in, navigating, and
searching so you are prepared for your October 3 Finance go live.
p.2
Agenda (2 hours):
Overview (PowerPoint) 15 min
Login to Training environment 5 min
Hands-on Activities 65 min
Additional information 10 min
Try the Sandbox (SDFX) 15 min
Closing & Evaluation 10 min
What is MITI? What is PeopleSoft?
The SDCOE began MITI to transform and modernize the areas of business
operations, finance, payroll, and human resources for your school district, as well as the county office.
Oracle PeopleSoft is the software solution.
PeopleSoft applications include Financials, HCM (Human Capital Management), and Hyperion.
The PeopleSoft Portal is at https ://peoplesoft.erp.sdcoe.net.
The Employee Self-Service (ESS) site is at https://ess.erp.sdcoe.net (when you are live on HCM).
MITI
MITI stands for Modernization, Improvement, and Transformation Initiative.
p.3
What is the CRC?
Creates documentation, guides, job aids
Conducts training
Provides help desk support
Conducts workshops and labs
Communicates information to
your district’s PeopleSoft contacts
13 staff members:
4 Finance analysts, 4 HCM analysts, 1 security analyst, 3 technicians,
1 supervisor, 1 director
CRC
CRC stands for Customer Resource Center.
p.3
Finance & HCM Modules
NOTE: Your district might not be implementing all of these modules.
Finance HCM
General Ledger
Budget Monitoring
Called Commitment Control or KK
Purchasing
Accounts Payable
Accounts Receivable
Inventory
Financial Asset Management
Human Resources
Benefits Administration
Absence Management
Time & Labor
Payroll
Employee Self-Service (ESS)
Contracts Procurement
Grants & Project Costing Recruiting
MITI and the countywide rollout: http://www.sdcoe.net/ITS/miti
PeopleSoft announcements from the CRC: http://crc.sdcoe.net/announcements/peoplesoftnews
p.3
p.4
What are some basic terms?
LEGACY PEOPLESOFT FINANCE District
3-digit, like 007
Business Unit or SetID
5-digit, like 00700
School Site
Location Operating Unit (OpUnit)
Account Number ChartField, ChartString Invoice (to pay a vendor) Voucher
Vendors Suppliers
pp.5-6
PeopleSoft Basics
Ready to get into PeopleSoft Finance?
Objectives
Describe how to log in to the PeopleSoft Portal on the day of your go live and launch PeopleSoft Finance
Navigate using Main Menu, Favorites, breadcrumbs, and home
Search and view the results ACTIVITY 1
Explain the concept of effective dating ACTIVITY 2
Run a report ACTIVITY 3
Add, edit, and delete Favorites ACTIVITY 4
Access the Sandbox
Access resources created by the CRC
B Y T H E E N D O F T H E S E S S I O N , Y O U W I L L B E A B L E T O :
TOC
HOW TO LOG IN TO THE
PEOPLESOFT PORTAL ON 10/3/16
We will not do this part in training because you’re not live yet.
URL: https://peoplesoft.erp.sdcoe.net
• User ID: Your employee ID (like 123456)
• Password: FIRST 4 LETTERS OF LAST IN CAPS + Last 4 of SSN
(Caldwell would be CALD9999) p.8
Using the Portal
Use the PeopleSoft Portal to launch applications, access resources,
change your password, and sign out.
p.9
Password Requirements
p.10
http://crc.sdcoe.net
PLEASE FIND YOUR LOGIN SLIP.
Let’s log into the Training database.
Click
Links.
p.20
Understanding Effective Dates
p.20
Understanding Effective Dates
An effective date is a way to make changes to the system while maintaining the ___________ of how it was before the change.
Rather than deleting something or changing the original record, you add a new ______ and put a ______ on it. This means that you
never update an old record. You always add a row and “effective date” it. The _______ record is always the newest record.
history
row date
first
Running Reports
SAMPLE REPORT
p.21
Basic steps for running a report:
Personalizing PeopleSoft
http://crc.sdcoe.net/calendar/peoplesofttraining/thirdthursdays
There are ways you can learn about personalizing PeopleSoft…
Refer to the guide.
Watch a demo.
Part III
Clearing Your Cache
Directions on p.38 for Internet Explorer, Chrome, Firefox,
Opera, and Safari.
When you use PeopleSoft, you should periodically clear your cache to allow your browser to function more efficiently.
p.38
Still experiencing odd behavior?
Try a different browser.
Or try opening a New incognito window (Chrome), New private window (Firefox), or New session (Internet Explorer).
Accessing Guides, Job Aids, and Demos
http://crc.sdcoe.net
p.39
Preparing for 10/03/16 Go Live
Bookmark the PeopleSoft Portal.
Know your ID and password.
Bookmark the CRC website.
Review the training materials and use the Sandbox.
Know the staff within your district to contact for
assistance with PeopleSoft.
Sandbox Time
DIRECTIONS:
1. Find the Finance Sandbox link on the CRC website.
2. Log in with your Employee ID and Sandbox password.
3. Click Main Menu and explore your permissions.
Remember, your setup is based on the roles assigned to you by your organization.
Common screens that you might have based on your roles:
QUERY: Main Menu > Reporting Tools > Query > Query Viewer
REQUISTIONS: Main Menu > Employee Self-Service >
Procurement > Manage Requisitions
BUDGET: Main Menu > Commitment Control > Review Budget Activities > Budgets Overview
Q & A
Before we go to the course evaluation, what kinds of questions can we answer?
COURSE EVALUATION
Please go to the Links page on the CRC website.
Scroll all the way to the bottom and click on Charlie Brown.
