Date post: | 29-May-2018 |
Category: |
Documents |
Upload: | mark-joseph-cadsawan |
View: | 223 times |
Download: | 0 times |
of 58
8/8/2019 People Soft Fundamentals Guide
1/58
PeopleSoft Fundamentals
PART IC I PANT GU IDE
PeopleSoft HRMS 7.5University of Massachusetts Amherst
Fall 2001
8/8/2019 People Soft Fundamentals Guide
2/58
PeopleSoft Fundamentals Training
Welcome to Fundamentals Training where you will be introduced to basic concepts andactivities in preparation for using PeopleSoft Human Resources.
Objectives
At the end of the training session you will be able to
1. Navigate through PeopleSoft.2. Retrieve and enter data.3. Have a basic understanding of the system structure.
4. Use effective dating and scroll bars.5. Use the online Library.
Training Database
A training database has been installed on your classroom PC so you can
perform certain procedures and do the practice exercises in thisparticipant guide without worrying about data corruption. At your work
site, you will be using the Universitys production database.HR75ENG
8/8/2019 People Soft Fundamentals Guide
3/58
Table of Contents
I. IntroductionSystem Structure 1
Panel Groups 2
Panel Parts 3Logon to the PeopleSoft Training Database 4
II. System NavigationNavigation Path 5
Navigating Windows 6
GO where? USE what? 6
Search by ID/Name 7
Saving a Favorite 8
Valid Values Search 9
Shortcut Recent 10
Exercises 11-20
Concepts 21
III. PeopleSoft BasicsData Entry Fields & Functions 22-24
Edit Boxes
Drop Down Lists
Radio Buttons, Checkboxes
Inserting/Deleting RowsSummary 25
IV. PeopleSoft ConceptsControl/Transaction Tables 26
Effective Dating, Sequencing, Categories 27-32Inquire Menu Summary of Rows 33
Effective Date Categories/Modes 34
Exercises 35-37
Summary 38
V. The OnLine LibraryAccessing the Library/TOC 39-41
Exercises 42
Locating Topics 43-44Concepts & Procedures Search (Query) 45-49
Concepts 50
VI. QuickiesDefinitions 51
Function Keys 52
Index 53-54
8/8/2019 People Soft Fundamentals Guide
4/58
I/mp/PS/fundamentalsfall2001 1
I. Introduction
System Structure
When using PeopleSoft, its helpful to understand how the system stores and organizesdata. PeopleSoft is a table-driven application that operates in a client-server environment.
Client any computer that can access information served on the server.
The client requests a service from the server.
Server the central computer that stores files accessed by every person on the
Network. The server provides the service requested by the client.
Data entry is done on PeopleSoftpanels like one shown on the right.
The information that you enterinto the panels is stored on tables.
Tables are linked together by
key fields (like Employee ID).
This structure is called a
relational database.
Table
8/8/2019 People Soft Fundamentals Guide
5/58
I/mp/PS/fundamentalsfall2001 2
Panel Groups
PeopleSoft HRMS can store and track a large amount of employee data. To make it
easier to find information, the system is divided into Main Business Practices or
Panel Groups.
One way to think about HRMS is to picture a row of file cabinets. Each cabinet holds asubject category (window group).
Panel Groups
ADMINISTER WORKFORCE
Every drawer is labeled with a topic and
folders designated for specific subjects.
Name/AddressPersonal Profile
Eligibility/Identity
Job Data
Personal Data
Emergency Contact
8/8/2019 People Soft Fundamentals Guide
6/58
I/mp/PS/fundamentalsfall2001 3
Panel Parts
Process Menu Group Panel
Title Bar
Tool Bar
Menu Bar
Drop
Down List
Status Bar
Panel
Tabs
Checkboxes
Task
Bar
Radio
Scroll
8/8/2019 People Soft Fundamentals Guide
7/58
I/mp/PS/fundamentalsfall2001 4
Logon to PeopleSoft Training Database
From Windows Taskbar
Click on PeopleTools icon Enter 1 as the selection option Press Enter In the sign-on box, press OK or Enter
The Application Designer screen appears.
STEPS
8/8/2019 People Soft Fundamentals Guide
8/58
I/mp/PS/fundamentalsfall2001 5
8/8/2019 People Soft Fundamentals Guide
9/58
I/mp/PS/fundamentalsfall2001 6
II. System Navigation
System navigation refers to how you move in and around PeopleSoft. This section of the
guide introduces you to:
PeopleSoft windows. panels key field multi-part key fields primary and alternate key searches search dialog boxes search combinations using F4 function key variations. retrieving data
Navigation Path
When using PeopleSoft HRMS, you will proceed through a sequence of steps called
paths which will take you to a particular destination within the system.
Window Group
Window Menu BarPanel or Panel Group
HRMS data
On the next page we will walk through one of these paths.
8/8/2019 People Soft Fundamentals Guide
10/58
I/mp/PS/fundamentalsfall2001 7
Personal Data Name/Address Update/Display Enter: EmplID: E104(Walsh,Sara)
Navigating through Windows
GO Administer Workforce Administer Workforce (U.S.) USE
OK.The name/address panel should be displayed.
Click the panel tabs to view each of the panels in thepanel group.
to close the panel.
STEPSGO Where?
GO takes you to a
drop-down list
where you select a
Window Group.
USE What?
USE takes you to a
drop-down list whereyou select a Panel or
Panel Group.
PanelTabs
Each screen or window
in PeopleSoft is called
a panel.
8/8/2019 People Soft Fundamentals Guide
11/58
I/mp/PS/fundamentalsfall2001 8
Primary Key Search
Search by ID
Use
Personal Data
Name/Address
Update/Display All
Type the letter A
Press Enter
Select employee from the list: Gail Walker ID# AC1004
OK. The name/address panel should be displayed.
Click Cancel.
Search by Name
Click: to access the search dialog box.
Enter Last Name: Wal
ClickSearch to display a list of possible matches.
Look for employee Sara Walsh whose ID# is E104
Click Cancel . The Administer Workforce (U.S.) window displays.
Another Way to Search by Name
USE Personal Data Name/Address Update/Display All Navigate to the Name field using the Tab key or your mouse In the Name field type: Walsh,Sara OK
PeopleSoft is case sensitive meaning that you should capitalize the first letter of names.
STEPS
STEPS
STEPS
8/8/2019 People Soft Fundamentals Guide
12/58
I/mp/PS/fundamentalsfall2001 9
Frequently Used Panels Saving Your Favorites
Using the GO and USE drop-down menus, navigate to the panel you want to
save as a favorite.
From the FAVORITES menu bar, choose Add Favorite
In the Favorite window, type a name for the screen you want to save.
OK
To Access a Favorite Screen Later On
Click on FAVORITES on the menu bar and select the screen you saved from thedrop-down list.
8/8/2019 People Soft Fundamentals Guide
13/58
I/mp/PS/fundamentalsfall2001 10
Valid Values Search
There are cases in PeopleSoft where drop down boxes produce long lists. Instead ofscrolling through all the information, you can enter the first letter of the search item in the
valid values dialog box and click OK (or shift + F4) to view a partial list.
Using a valid values search can be a more efficient way of accessing a list of options for a
particular field.
Click the drop-down arrow in the Country field to search for the country codefor Germany.
Scroll to the codes beginning with G. In this example, Germany isnt listed in theGs.
Enter the following: Description: Germany (case-sensitive)
Click: Search (The code for Germany displays).
Highlight Germany in the Description fieldand press Delete.
Enter the letter F in the Country field.
Click: Search. A list of possible matches should be displayed on the screen.
Click to close the valid values dialog box.
Country: Change USA to F
Press: Shift + F4. A list of possible matches displays.
Click: OK
Click to close the panel.
STEPS
8/8/2019 People Soft Fundamentals Guide
14/58
I/mp/PS/fundamentalsfall2001 11
Shortcut
PeopleSoft has an additional feature that provides a shortcut when navigatingthrough the menus and panels: Recent.
Go
Recent. (The ten most recently accessed panels are displayed).
Select one of the panels listed.Panel groups in the Recent list are only available during an active session.
Once you close PeopleSoft, the list is refreshed.
Click to close the panel.
REVIEW OF CONCEPTS
PeopleSoft Windows
Allows you to access panels or panel groups used to perform table
maintenance, data entry, process procedures, view procedures, and report
procedures.
Menu Bar
File, Edit, View, Go, Favorites, Use, Setup, Process, Inquire, Report, Help
Key Fields
PeopleSoft uniquely identifies a row of data through key fields such as
Employee ID.
STEPS
8/8/2019 People Soft Fundamentals Guide
15/58
I/mp/PS/fundamentalsfall2001 12
NAVIGATION EXERCISES
Library Reference
Purpose
Exercise 1A-D to practice navigating and accessing panel groups.
Exercise 2 practice using menu items to access certain panels.
Exercise 3 follow navigation paths to locate information.
EXERCISE #1-A
This exercise shows you how to navigate in the PeopleSoft system and access panels inthe Administer Workforce (U.S.) window group.
Administer Workforce
Go Administer Workforce Administer Workforce (U.S.) Use
Online Library (F1) PEOPLESOFT BASICS
Navigation Options
Windows
STEPS
Notice the arrow
symbols on
the drop-down
list. Theindicates that a
panel/panel group
follows.
8/8/2019 People Soft Fundamentals Guide
16/58
8/8/2019 People Soft Fundamentals Guide
17/58
I/mp/PS/fundamentalsfall2001 14
EXERCISE # 1-C
This exercise shows you the navigation path and panels accessible from the Recruit
Workforce Window.
Manage Positions
Go Develop Workforce Manage Positions Use
STEPS
8/8/2019 People Soft Fundamentals Guide
18/58
I/mp/PS/fundamentalsfall2001 15
EXERCISE # 1-D
This exercise shows you the navigation path and panels accessible from the Plan
Salaries Window.
Plan Salaries
Go Administer Workforce Plan Salaries Use
STEPS
8/8/2019 People Soft Fundamentals Guide
19/58
8/8/2019 People Soft Fundamentals Guide
20/58
I/mp/PS/fundamentalsfall2001 17
Use Personal Data Name/Address Update/Display
Continue on to the next page.
8/8/2019 People Soft Fundamentals Guide
21/58
I/mp/PS/fundamentalsfall2001 18
Notice that
Personal Data is a3-member panel
group:
Name/Address Personal Profile
Eligibility/Identity
Enter: Employee ID (Training example = E104 (Walsh,Sara)
OK
8/8/2019 People Soft Fundamentals Guide
22/58
I/mp/PS/fundamentalsfall2001 19
(still in the Administer Workforce Panel)
Job Data
Job Information Use
Continue on to the next page.
STEPS
8/8/2019 People Soft Fundamentals Guide
23/58
I/mp/PS/fundamentalsfall2001 20
Update/Display. A dialog box should display on the screen.
Enter: EmplID E104
OK . The Work Location panel displays.
Click the panel tab marked Job Information.
STEPS
8/8/2019 People Soft Fundamentals Guide
24/58
I/mp/PS/fundamentalsfall2001 21
Exercise 3 Locating Panels
For this exercise, follow the navigation paths given below to locate information.
GoAdminister Workforce
Administer Workforce (U.S.)
UsePersonal Data
Name/Address
Go
Develop Workforce
Recruit Workforce (U.S.)
Use
Applicant HireApplicant Hire
Go
Develop Workforce
Manage Positions
Use
Position Data
Position Location
Library Reference Online Library (F1)
PEOPLESOFT BASICSNavigation Options
Menus Only
WindowsPanels
Panel GroupsRecentKey Fields
Search Dialog Box
Valid Values Searches
8/8/2019 People Soft Fundamentals Guide
25/58
I/mp/PS/fundamentalsfall2001 22
KEY CONCEPTS FOR PEOPLESOFT NAVIGATION
Uniquely identifying a row of data.
PeopleSoft uniquely identifies a row through the use of key fields.
Difference between primary and alternate search keys.
Primary search keys uniquely identify a row of data. Alternate search
keys help determine a unique row of data but you need more information
to narrow a search.
Panel group.
A panel group is created when there are too many fields to fit on one panel.The panels in the panel group are organized by subject or business process.
How to move between panels in a panel group.
clicking on panel tabs pressing the Next Panel in Group icon. using the F2 function key.
Valid value search.
Helps narrow a search and the lists of options to choose from is a manageable size.
Fastest way to return to your last accessed panel in PeopleSoft.
The fastest way to return to your last accessed panel is by using the Back button.
8/8/2019 People Soft Fundamentals Guide
26/58
I/mp/PS/fundamentalsfall2001 23
III. System Basics
This section on PeopleSoft System Basics looks at data entry functions and covers the
following topics:
Identifing various types of data entry fields on a panel. Inserting a row of data. Deleting a row of data. Available toolbars and shortcut keys.
Library Reference
Go
Administer Workforce
Administer Workforce (U.S.)
Use
Drivers License Data
Enter: Employee ID E102 (Webster,John)
Click: OK
Use the Tab key to move within the panel.
STEPS
Online Library (F1)
PEOPLESOFT BASICSData Entry
Data Entry Basics
Drop-Down Lists
Radio Buttons
CheckboxesLong Edit Boxes
Toolbar, Menus, and Shortcut Keys
8/8/2019 People Soft Fundamentals Guide
27/58
I/mp/PS/fundamentalsfall2001 24
Insert a Row
Click or press the F7 key to insert a row.
Enter or select the following:
Valid from/to: 07/01/1999, 02/01/2001
License Suspended: On
Comments: License suspended due to not payingparking tickets.
License Type: Truck
Click to save the information.
The Drivers License Panel shown in the following example is the only PeopleSoft panel
that illustrates most of the data entry options. It was selected strictly for its demonstration
value. The University is not using this panel in HRMS nor do we keep such information
in an employees official personnel file.
Date
Fields*
Radio
buttons
Checkbox
If needed, you
can click F4 for a
Pop-Up calendar
when using a
data field.
Long EditBox
Edit Box
Drop-
down list
8/8/2019 People Soft Fundamentals Guide
28/58
I/mp/PS/fundamentalsfall2001 25
Click or press the F7 key to insert a row.A blank drivers license screen appears.
Tab from field to field and enter the following data:
Drivers License #: WEBS12345678
Dates Valid from/to: 07/01/1999, 02/01/2001
License Suspended: Off
Comments: Johnrenewed his license effective 07/01/1999.
State: NYLicense Type: Motorcycle
Click to save the data youve entered.
Delete a Row
Click on the associated scroll bar to view the two rows of available Drivers LicenseData. View the rows of data.
Scroll to the motorcycle data row.
Click to delete a row or F8 function key.
Click: YES when asked if you want to delete.
Click to save.
The row is deleted and the information saved.
Click to close the panel.
Scroll
Bar
8/8/2019 People Soft Fundamentals Guide
29/58
I/mp/PS/fundamentalsfall2001 26
SUMMARY
Moving from field to field on a panel.
Use the Tab key to move from field to field in a panel.
Saving data.
To save data, press the Save icon on the toolbar or the Enter key.
Inserting rows of data.
Adding rows in a panel allows you to insert more information into a record
Instead of updating existing information. You can insert a row by pressing the
Insert row icon on the toolbar or by using the F7 function key.
Deleting rows of data.
Rows can be deleted by pressing the Delete row icon or by using the F8function key. Its critical to have the cursor on the row you want to delete.
How multiple rows are indicated on a panel.
Multiple rows are indicated by scroll bars.
Main data entry elements found in a panel.
The main data entry elements on a panel are:
Edit Boxes Checkboxes Radio Buttons Long Edit Boxes Drop-Down Boxes
8/8/2019 People Soft Fundamentals Guide
30/58
I/mp/PS/fundamentalsfall2001 27
IV. PeopleSoft Concepts
In this section we will look at concepts that are key to the PeopleSoft system structureincluding:
transaction tables control tables non-effective-dated record effective-dated record effective date sequence effective date categories data entry modes using scroll bars
Library Reference
Go Administer Workforce Administer Workforce (U.S.) Use Personal Data Select Name/Address Select Update/Display Enter EmplID: E123 (Ellison,Sid) Click OK. The Name/Address panel displays.
Notice the fields which access the control tables countryand state in the Name/Address Panel, and Highest Education
Level in Personal Profile.
Click to close the panel.
Online Library (F1)PEOPLESOFT BASICSSystem Structure
Transaction Tables
Control Tables
STEPS
Data is entered on
Transaction Tables.
Control Tables
have drop-down
lists of selections
you will choose
from.
8/8/2019 People Soft Fundamentals Guide
31/58
I/mp/PS/fundamentalsfall2001 28
Effective Dating
Effective dating is an important PeopleSoft concept that allows you to:
recreate any point in time. keep a chronological record of an employees history and the values
maintained through tables.
Effective Date Categories
There are three (3) effective date categories: Current, Future and History.
Future - Data rows have an effective date greater than todays date.Current - Close to but not greater than todays date.
History - Rows have effective dates less than the effective date on the
current row.
Effective Date SequencingActions that occur on the same date are entered in a certain order or sequence.
Effective Date StatusThe status is either Active or Inactive.
Update/Display
The Update/Display Action allows you to do the following (if authorized) on aneffective-dated table:
View current and future rows. Change future rows. Insert future rows or a new current row.
Update/Display All
The Update/Display All action+ allows you to perform (if authorized) the functionsnoted above and and view history rows.
8/8/2019 People Soft Fundamentals Guide
32/58
I/mp/PS/fundamentalsfall2001 29
EXERCISE 1 USE OF EFFECTIVE DATING
Library Reference
Go Administer Workforce Administer Workforce (U.S. Use Emergency Contact Contact Address/Phone Enter EmplID E102 (Webster, John) OK. The Contact Address/Phone panel displays information for
Joanne Webster the emergency contact person.
STEPS
Online Library (F1)
PEOPLESOFT BASICSEffective Dating
Employee
Name
Emergency
Emergency contact is not an
effective dated record.
8/8/2019 People Soft Fundamentals Guide
33/58
I/mp/PS/fundamentalsfall2001 30
Moving Next to Job Data
Use
Job Data Work Location Update/Display All (necessary because this is an effective-dated
record). A dialog box displays.
Enter EmplID: E121 (Winters,Casandra) Click OK. The Work Location panel displays.
Use the scroll bar to scroll through multiple rows of job information.Notice the action/reason field.
Click to close the panel.
Represents the date
when the data was
entered on the
panel.
8/8/2019 People Soft Fundamentals Guide
34/58
I/mp/PS/fundamentalsfall2001 31
Effective Date Sequencing
When two (2) or more actions are effective on the same date they are put into a certain
order which is referred to as Effective Date Sequencing.
Library Reference
Use
Job Data
Work Location
Update/Display All Enter EmplID: AC1056 (Webster,Holly T.) OK
Click to close the panel.
Online Library (F1)PEOPLESOFT BASICS
Effective Dating
Effective Date Sequencing
Effective Date
Sequence
Number
STEPS
Scroll down tosee Sequence
number 0 (merit)
8/8/2019 People Soft Fundamentals Guide
35/58
I/mp/PS/fundamentalsfall2001 32
Effective Date Categories
There are three (3) effective date categories: Current, Future and History.
Library Reference
Use
Job Data
Work Location
Update/Display All
Enter Employee ID E507 in the dialog box
OK
Use the scroll bar to view effective date categories on the Work Location panel.
Be sure you are on the current row.
Click to insert a new effective-dated row. Defaults to system (todays)date.
Change the effective date to 07/01/2000.
Press Tab. The effective date category changes to future.
Enter Action:TransferReason: EER (Employee Request)
Position Number: 00001019 (Department Head)
Click to save the information.
See Panel on the next page.
STEPS
Online Library (F1)
PEOPLESOFT BASICSEffective Dating
Effective Date Categories
8/8/2019 People Soft Fundamentals Guide
36/58
I/mp/PS/fundamentalsfall2001 33
Insert new
effective-dated
row.
Enter
effective
date
Enter
action
reason
8/8/2019 People Soft Fundamentals Guide
37/58
I/mp/PS/fundamentalsfall2001 34
Inquire Menu - Summary of Rows
You can look at a job summary of all the rows by going through the Inquire Menu.
Inquire
Job Summary
Enter: EmplID: E507(McReary,Shannon)
Click OK. The Job Summary Panel displays.
STEPS
8/8/2019 People Soft Fundamentals Guide
38/58
I/mp/PS/fundamentalsfall2001 35
Effective Date Status
The effective date status can be:
Active or Inactive
Much of the data displayed in drop-down list boxes is effective dated. This means thatPeopleSoft records the dates when various activities take place, enabling you to track ahistory of information. Effective dated tables contain both the effective date and an
effective status.
Library Reference
Data Entry Modes
Data entry modes determine how you are working in a panel. For instance, there is a
mode for adding records and another mode for updating existing records.
By selecting a data entry mode, a search dialog box displays.
In order to open a panel, a mode must be associated with it. If the panel you select doesnot contain any effective dated rows, the system defaults to the Update/Display mode,
which allows you to work with existing records. If the panel you select contains effective
dated rows you need to select a specific mode to work in.
Data Entry Mode Action
Add Inserts a new record to the database. Used when anew employee is hired.
Update/Display Access existing records to view or add current orfuture information.
Update/Display All Accesses existing records to view or add current,future or historical information.
Correction Limited to central HR personnel only.
Online Library (F1)PEOPLESOFT BASICS
Effective Dating
Effective Date StatusUsing Panels
Using Data Entry Modes
8/8/2019 People Soft Fundamentals Guide
39/58
I/mp/PS/fundamentalsfall2001 36
EXERCISES
Library Reference
EXERCISE #1
Purpose: to enter data and an effective-dated row on a panel. In this particular
exercise we will enter a promotion into the system.
Go Administer Workforce Administer Workforce (U.S.)
The Administer Workforce (U.S.) window displays.
Use
Job Data Work Location
Update/Display. A dialog box displays.
Enter Emp1ID E102 (Webster, John)
Click OK. The Work Location panel displays. Tab should be positioned in the Effective Date field.
Click to insert a new effective dated row.Leave the system date in Effective Date field.
A new row is inserted.
Enter Action: Promotion
Reason: OPR (Outstanding Performance)Correct data entry.
Click to save the new information.
Exercise completed.
Online Library (F1) PEOPLESOFT BASICS
Navigation Options
Effective Dating
STEPS
8/8/2019 People Soft Fundamentals Guide
40/58
I/mp/PS/fundamentalsfall2001 37
EXERCISE #2
Purpose: demonstrates how scroll bars are used when entering data on a panel. In
this particular exercise we will enter business expenses for employee
Kevin McGuire who attended a business conference.
Library Reference
Go Administer Workforce Administer Workforce (U.S.). Administrative Workforce (U.S.) window displays. Use Select Business Expenses. A dialog box displays.
Enter: EmplID: E111 (McGuire,Kevin) OK. The Business Expenses panel displays. Enter the following data on the panel:
Expense Period End Date: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Airfare
Expense Amount: 450.00Business Purpose: ConferenceBusiness Unit: NCUBUDepartment: N01000 (Finance)
Online Library (F1)PEOPLESOFT BASICS
Using Panels
Using Scroll Bars
The outer scroll bar
controls this area
The inner scroll bar
controls this area.
STEPS
8/8/2019 People Soft Fundamentals Guide
41/58
I/mp/PS/fundamentalsfall2001 38
Click in the Charge Dt edit box:
Click to insert a row.
Enter the following data on the panel:
Expense Period End Date: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Lodging
Expense Amount: 320.00Business Purpose: ConferenceBusiness Unit: NCYBUDepartment: N01000(Finance)
Click in the Charge Dt edit box:
Click to insert a row.
Enter or select the following:
Expense Period End Date: (current date)Charge Dt: (1 week prior to Expense Period End Date)Expense Code: Car RentalExpense Amount: 200.00
Business Purpose: ConferenceBusiness Unit: NCYBUDepartment: N01000 (Finance)
Click: to save the new information.
8/8/2019 People Soft Fundamentals Guide
42/58
I/mp/PS/fundamentalsfall2001 39
SUMMARY
Examples of transaction tables
Personal Data Table Job Data Table
Examples of control tables
State Names Table Country Table Key Words Table
Benefit of effective dating
Allows a history of information to be maintained.
Need for effective date categories
PeopleSoft classifies each row of data as current, future or history which allows for achronological ordering of information.
Importance of effective date status
Effective data status allows you to determine whether effective-dated information(employee address, job data, etc.) is active or inactive at any point in time.
Function of Add, data entry mode
Add creates a new high level record (new position, new applicant, new job
requisition).
Difference between Update/Display and Update/Display All
Update/Display All shows current, future and history rows. Update/Display shows current and future rows only.
What does it mean if there is a choice of data entry modes when you select a panel?
If a choice of data entry modes is available on a panel youve selected, it means thepanel is effective-dated.
What does it mean when you see a scroll bar?
The scroll bar indicates there is more than one row of data present.
Do scroll bars indicate an effective dated record?
The presence of a scroll bar does not necessarily indicate an effective-dated record.
8/8/2019 People Soft Fundamentals Guide
43/58
8/8/2019 People Soft Fundamentals Guide
44/58
I/mp/PS/fundamentalsfall2001 41
Changing the Icon Image
In this exercise, we will change the icon for Library sections and branches from a cross-
shaped symbol to a book icon .
Tools
Options
Contents
Expandable Branch Image
Choose Green Book Image
OK
Online Library Parts
Document
Reference
Contents
Getting Query Results
Tools
Options
Contents
Query Results
STEPS
STEPS
8/8/2019 People Soft Fundamentals Guide
45/58
I/mp/PS/fundamentalsfall2001 42
Add Search Tool Bar
View
Toolbars Click on Search
Close
Main Ways to Locate a Topic in the Library
search the Table of Contents use Jump Links to locate a topic Queries (Basic & Advanced)
Using the Table of Contents
Table of Contents
Click on the book next to Using the Online Library
Click on the book next to Introduction
Click on the book next to Online Library Basics
Continue on to the next page.
STEPS
STEPS
Notice how the
book opens and a
branch expands
below the subject.
8/8/2019 People Soft Fundamentals Guide
46/58
I/mp/PS/fundamentalsfall2001 43
Double-click on one of the concepts listed below and read the explanations.
OpenClose
OrganizationGraphic Conventions
Basic Terminology
Click on the book in front ofNavigation
EXERCISE #1
Choose one item from the list below. Locate it in the online Library and take a moment toread the information provided.
Windows and ViewsLinksToolbars
Shortcut Keys
EXERCISE #2
Find and read about one of the following concepts contained in the Library:
Table of Contents Navigation
Introduction Links
Concept and Procedure Search
Basic QueryAdvanced Query
8/8/2019 People Soft Fundamentals Guide
47/58
I/mp/PS/fundamentalsfall2001 44
Locating Topics in the Online Library
The following instructions will enable you to successfully find a topic in the online
Library.
In the Table of Contents (TOC) Window expand the heading Using the onlineLibrary.
Locate and highlight the section on Navigation.
Double-clickNavigation and view the information in the document window.
Click to collapse any expanded branches in the Table of Contents.
STEPS
8/8/2019 People Soft Fundamentals Guide
48/58
I/mp/PS/fundamentalsfall2001 45
NOTE: Once you logoff of PeopleSoftthe jump history disappears.
Using Jump Links to View a Topic
Go to the Table of Contents window in the online Library.
Select PeopleSoft Basics. Topic subheadings should appear.
Double-click on System Structure.
Locate thejump link for System Structure in the document window.
Click the jump link.
Click the back arrow button on the toolbar to jump back to the starting point.
Click to collapse any expanded branches in the Table of Contents.
Click to display the history of jumps.
STEPS
Jump Link
Click to close the window.
8/8/2019 People Soft Fundamentals Guide
49/58
I/mp/PS/fundamentalsfall2001 46
Query
From the Table of Contents window in the online Library:
Select Using the Online Library Select Finding Information Choose the type of search:
Concept and Procedure Search
Basic Query
Advanced Query
Click to collapse any expanded branches in the Table of Contents.
Click to clear the previous query.
Search Advanced Query
A dialog box displays.
Enter hiring employees in the dialog box.
OK
The Table of Contents lists hits in PEOPLESOFT HUMAN
RESOURCES and the first instance of the hit displays in thedocument window.
Expand PeopleSoft Human Resources.
Note where the largest number of hits occur.
The number of hits displays per topic in the Table of Contents.
Expand both Recruit Workforce and Administer Workforce looking forprocedures on hiring employees: Hire, Entering, Applicant, Hire, Entering.
The procedures are: Hire, Entering.
STEPS
Or click on the binoculars
8/8/2019 People Soft Fundamentals Guide
50/58
I/mp/PS/fundamentalsfall2001 47
Search Using Concepts & Procedures
Click to clear the current query.
Select: Search, Concepts and Procedures
The Concepts and Procedures query template displays.
Enter: hir
Any concepts and procedures that begin with hir display.
Select: Hire, Entering
Click: OK to viewthe procedure youre looking for.
STEPS
8/8/2019 People Soft Fundamentals Guide
51/58
I/mp/PS/fundamentalsfall2001 48
EXERCISE 1
Purpose: To look up the subject ofEffective Dating in the Library.
PeopleSoft Basics
Effective Dating
Click on PeopleSoft Basics branch to view lower levels.
Click on the Effective Dating branch to view lower levels.
Double-click on Effective Dating to view the concept in the document window.
STEPS
8/8/2019 People Soft Fundamentals Guide
52/58
I/mp/PS/fundamentalsfall2001 49
EXERCISE 2
Purpose: To Do a Query (Search) in the Library.
Scenario: You need to locate information on how to enter: pay rate changes,
references, leave of absence (outgoing and returning).
PeopleSoft Human Resources
Administer Workforce
Job Information
Procedures
Pay Rate Changes
Entering
See the sample screens that follows.
STEPS
8/8/2019 People Soft Fundamentals Guide
53/58
I/mp/PS/fundamentalsfall2001 50
8/8/2019 People Soft Fundamentals Guide
54/58
I/mp/PS/fundamentalsfall2001 51
CONCEPTS
The difference between Folio, an infobase (*.nfo), and the online Library.
Folio is an application like MS Word. An infobase is the type of document that exists inFolio. Infobases are similar to Word documents (letters, reports, forms).
Ways to access information in the online Library.
Table of Contents Section Introductions Basic and Advanced Query
Concept and Procedure Search
What is the Table of Contents used for in the online Library?
Viewing topics.
What is an expandable branch?
A section of the online Library which contains subsections of more detailed information.
What is the Document window used for in the online Library?
Viewing the contents of the online Library.
What is the Concept and Procedure Search?
A Concept & Procedure Search lets you locate all concepts and procedures in the online
Library.
8/8/2019 People Soft Fundamentals Guide
55/58
I/mp/PS/fundamentalsfall2001 52
QUICKIES
Action Date the date information was entered and saved on the system.
Checkboxes enable you to choose 1 more several data items.
Correction restricted to designated staff in Human Resources.
Effective Dated used to retain historical data and to store current, future &
Rows historical data.
Grayed Out Area signifies that an area or an action cannot be accessed by the system
user.
Menu Bar contains menu items: File, Edit, View, Go, Use, Process, Inquire,
Report and Help.
Panel a screen containing various fields which enable you to update andView data that resides in PeopleSoft databases.
Panel Group a set of panels similar to a multi-part form.
Panel Status Update/Display, Update/Display All, Correction
Radio Button allows you to make one data selection choice.
Status Bar (located at the bottom right corner of your screen). Displays the
name of the open panel and action in use. Tell you what paneland action youre in.
Task Bar lists open programs (e.g., Administer Workforce).
Window A window in PeopleSoft allows you to access panels or panel
groups used to view information, do data entry, perform tablemaintenance and generate reports. Windows are generally
organized by topic (hiring, training, recruitment, etc.)
8/8/2019 People Soft Fundamentals Guide
56/58
I/mp/PS/fundamentalsfall2001 53
Tab Moves the cursor to the next field on the panel.
F1 Access to the online Library.
F2 Displays the next panel in a group.
F2 + Shift Displays previous panel in a group.
F4 Displays a list of valid codes if the field accesses a prompt table.
F6 Displays next panel on the panel list.
F6 + Shift Displays previous panel on the panel list.
F7 Insert a row.
F8 Delete row.
F9 Displays the next employee or table record in the list created after
performing a search.
F9 + Shift Displays previous employee or table record on the list.Alt + Tab Takes you back to PeopleSoft if you are in the online Library.
Esc Leaves a panel without saving changes.
8/8/2019 People Soft Fundamentals Guide
57/58
I/mp/PS/fundamentalsfall2001 54
INDEX
Administer Workforce, 11
Advanced Querysearch in the online library, 45
Alternate key search, 21Case Sensitive, 9
Checkbox, 23
Client/Server, 1
Contents Window, 39Control Tables, 26, 38
Data Entry, 22
Data Entry Modes, 34Definitions, 51
Delete a Row, 24, 25
Develop Workforce, 13
Document Window, 39Drop-Down List, 23
Edit Box, 37
Effective Date Categories, 27Current, Future, History, 27
on Work Location Panel, 31
Effective Date Field, 35
Effective Date Sequencing, 30Effective Date Status, 34, 38
Effective Dated Row, 35
Effective Dated Tables, 34
Effective Dating, 27Emergency Contact, 28
Employee ID Not Known, 7
Favoritessaving, 8
Folioinfobase, 39
Go, 6History Rows, 27
Infobase, 50
Inquire Menu, 33
Insert a Row, 35
Insert Row, 25Inserting an Effective Dated Row, 31
Job Information Panel, 19Job Summary, 33
Inquire Menu, 33
Job Summary Panel, 33
Jump Links, 44Key Fields, 10
8/8/2019 People Soft Fundamentals Guide
58/58