People Soft Fundamentals Guide

PeopleSoft Fundamentals
PARTICIPANT GUIDE
PeopleSoft HRMS 7.5

University of Massachusetts Amherst
Fall 2001
PeopleSoft Fundamentals Training
Welcome to Fundamentals Training where you will be introduced to basic concepts and
activities 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 this
participant guide without worrying about data corruption. At your work
HR75ENG
site, you will be using the University’s production database.
Table of Contents
I. Introduction
System Structure 1
Panel Groups 2
Panel Parts 3
Logon to the PeopleSoft Training Database 4
II. System Navigation

Navigation 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 Basics

Data Entry Fields & Functions 22-24
Edit Boxes
Drop Down Lists
Radio Buttons, Checkboxes
Inserting/Deleting Rows
Summary 25
IV. PeopleSoft Concepts

Control/Transaction Tables 26
Effective Dating, Sequencing, Categories 27-32
Inquire Menu – Summary of Rows 33
Effective Date Categories/Modes 34
Exercises 35-37
Summary 38
V. The OnLine Library

Accessing the Library/TOC 39-41
Exercises 42
Locating Topics 43-44
Concepts & Procedures Search (Query) 45-49
Concepts 50
VI. Quickies
Definitions 51
Function Keys 52
Index 53-54
I. Introduction
System Structure
When using PeopleSoft, it’s helpful to understand how the system stores and organizes
data. 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 PeopleSoft

panels like one shown on the right.
The information that you enter

into the panels is stored on tables. Table
Tables are linked together by

key fields (like Employee ID).
This structure is called a
relational database.
I/mp/PS/fundamentalsfall2001 1
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 a
subject category (window group).
Panel Groups
ADMINISTER WORKFORCE
Every “drawer” is labeled with a topic and
“folders” designated for specific subjects.
Job Data
Name/Address
Personal Data
Personal Profile
Eligibility/Identity
Emergency Contact
Panel Parts
Process Menu Group Panel

Title Bar
Menu Bar
Tool Bar
Panel
Drop
Tabs
Down List
Checkboxes
Radio
Scroll
Status Bar
Task
Bar
Logon to PeopleSoft Training Database
STEPS
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.
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 Bar
Panel or Panel Group
HRMS data
On the next page we will walk through one of these “paths.”
Navigating through Windows
STEPS GO Where?
GO takes you to a
drop-down list
GO
where you select a
Administer Workforce Window Group.
Administer Workforce (U.S.)
USE
Personal Data
Name/Address
Update/Display
Enter: EmplID: E104 (Walsh,Sara)
USE What?
OK. The name/address panel should be displayed. USE takes you to a
Click the panel tabs to view each of the panels in the drop-down list where
panel group. you select a Panel or
to close the panel. Panel Group.
Each screen or window

in PeopleSoft is called
a panel.
Panel
Tabs
Primary Key Search
Search by ID STEPS
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 .
STEPS
Search by Name
Click: to access the search dialog box.

Enter Last Name: Wal
Click Search 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 STEPS
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.
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 the
drop-down list.
Valid Values Search
There are cases in PeopleSoft where drop down boxes produce long lists. Instead of
scrolling 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.
STEPS
Click the drop-down arrow in the Country field to search for the country code
for Germany.
Scroll to the codes beginning with G. In this example, Germany isn’t listed in the
G’s.
Enter the following: Description: Germany (case-sensitive)
Click: Search (The code for Germany displays).
Highlight Germany in the Description field and 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.
Shortcut
PeopleSoft has an additional feature that provides a shortcut when navigating
through the menus and panels: Recent.
STEPS
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.
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.
NAVIGATION EXERCISES
Library Reference Online Library (F1)

PEOPLESOFT BASICS
Navigation Options
Windows
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 in
the Administer Workforce (U.S.) window group.
STEPS
Administer Workforce
Go
Use
Notice the arrow

symbols on
the drop-down
list. The
indicates that a
panel/panel group
follows.
EXERCISE # 1-B
This exercise shows you the navigation path and panels accessible from the Recruit
Workforce Window.
STEPS
Recruit Workforce
Go
Develop Workforce
Recruit Workforce (U.S.)
Use
Job Requisition
EXERCISE # 1-C
This exercise shows you the navigation path and panels accessible from the Recruit
Workforce Window.
STEPS
Manage Positions
Go
Develop Workforce
Manage Positions
Use
EXERCISE # 1-D
This exercise shows you the navigation path and panels accessible from the Plan
Salaries Window.
STEPS
Plan Salaries
Go
Plan Salaries
Use
Exercise #2 – Using Menu Items
This exercise shows you how to use menu items to access employee information.
Library Reference
Online Library (F1)
PEOPLESOFT BASICS
Navigation Options
STEPS
Menus Only
Go
Administer Workforce (U.S.). The Administer Workforce (U.S.) panel
should be displayed.
Continue on to the next page.
Use
Personal Data
Name/Address
Update/Display
Enter: Employee ID (Training example = E104 (Walsh,Sara)
OK
Notice that
Personal Data is a
3-member panel
group:
Name/Address
Personal Profile
Eligibility/Identity
STEPS
(still in the Administer Workforce Panel)
Job Data
Job Information
Use
STEPS
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.
Exercise 3 – Locating Panels
For this exercise, follow the navigation paths given below to locate information.
Go Use
Administer Workforce Personal Data
Administer Workforce (U.S.) Name/Address
Go Use
Develop Workforce Applicant Hire
Recruit Workforce (U.S.) Applicant Hire
Go Use
Develop Workforce Position Data
Manage Positions Position Location
Library Reference
Online Library (F1)
PEOPLESOFT BASICS
Navigation Options
Menus Only
Windows
Panels
Panel Groups
Recent
Key Fields
Search Dialog Box
Valid Values Searches
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.
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
Online Library (F1)
PEOPLESOFT BASICS
Data Entry
Data Entry Basics
Drop-Down Lists
Radio Buttons
Checkboxes
Long Edit Boxes
Toolbar, Menus, and Shortcut Keys
STEPS
Go
Use
Driver’s License Data
Enter: Employee ID E102 (Webster,John)
Click: OK
Use the Tab key to move within the panel.
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 paying
parking tickets.
License Type: Truck
Click to save the information.
The Driver’s 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 employee’s official personnel file.
Edit Box
Date
Fields*
Checkbox
Long Edit
Box
Drop-
Radio down list
buttons
If needed, you
can click F4 for a
Pop-Up calendar
when using a
data field.
Click or press the F7 key to insert a row.
A blank driver’s license screen appears.
Tab from field to field and enter the following data:
Driver’s License #: WEBS12345678
Dates Valid from/to: 07/01/1999, 02/01/2001
License Suspended: Off
Comments: John renewed his license effective 07/01/1999.
State: NY
License Type: Motorcycle
Click to save the data you’ve entered.
Scroll
Bar
Delete a Row
Click on the associated scroll bar to view the two rows of available Driver’s License
Data. 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.
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 F8
function key. It’s 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
IV. PeopleSoft Concepts
In this section we will look at concepts that are key to the PeopleSoft system structure
including:
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
Online Library (F1)
PEOPLESOFT BASICS Data is entered on
System Structure Transaction Tables.
Transaction Tables
Control Tables
Control Tables
have drop-down
lists of selections
you will choose
from.
STEPS
Go
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 – country
and state in the Name/Address Panel, and Highest Education
Level in Personal Profile.
Effective Dating
Effective dating is an important PeopleSoft concept that allows you to:

recreate any point in time.
keep a chronological record of an employee’s 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 today’s date.
Current - Close to but not greater than today’s date.
History - Rows have effective dates less than the effective date on the
current row.
Effective Date Sequencing

Actions that occur on the same date are entered in a certain order or sequence.
Effective Date Status

The status is either Active or Inactive.
Update/Display
The Update/Display Action allows you to do the following (if authorized) on an

effective-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 functions
noted above and and view history rows.
EXERCISE 1 – USE OF EFFECTIVE DATING
Library Reference
Online Library (F1)
PEOPLESOFT BASICS
Effective Dating
STEPS
Go
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.
Employee
Name
Emergency
Emergency contact is not an

effective dated record.
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.
Represents the date

when the data was
entered on the
panel.
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
Online Library (F1)
PEOPLESOFT BASICS
Effective Dating
STEPS Effective Date Sequencing
Use
Job Data
Work Location
Update/Display All
Enter EmplID: AC1056 (Webster,Holly T.)
OK
Effective Date
Sequence
Number
Scroll down to
see Sequence
number 0 (merit)
Effective Date Categories
There are three (3) effective date categories: Current, Future and History.
Library Reference
Online Library (F1)
PEOPLESOFT BASICS
Effective Dating
STEPS Effective Date Categories
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 (today’s)

date.
Change the effective date to 07/01/2000.
Press Tab. The effective date category changes to future.
Enter Action:Transfer
Reason: EER (Employee Request)
Position Number: 00001019 (Department Head)
Click to save the information.
See Panel on the next page.
Insert new
effective-dated
row.
Enter
effective
date
Enter
action
reason
Inquire Menu - Summary of Rows
You can look at a job summary of all the rows by going through the Inquire Menu.
STEPS
Inquire
Job Summary
Enter: EmplID: E507 (McReary,Shannon)
Click OK. The Job Summary Panel displays.
The effective date status can be:
Active or Inactive
Much of the data displayed in drop-down list boxes is effective dated. This means that
PeopleSoft records the dates when various activities take place, enabling you to track a
history of information. Effective dated tables contain both the effective date and an
effective status.
Library Reference
Online Library (F1)
PEOPLESOFT BASICS
Effective Dating
Using Panels
Using Data Entry Modes
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 does
not 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 a
new employee is hired.
Update/Display Access existing records to view or add current or
future information.
Update/Display All Accesses existing records to view or add current,
future or historical information.
Correction Limited to central HR personnel only.
EXERCISES
Library Reference Online Library (F1)

PEOPLESOFT BASICS
Navigation Options
Effective Dating
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.
STEPS
Go
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.
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
Online Library (F1)
PEOPLESOFT BASICS
STEPS
Using Panels
Using Scroll Bars
Go
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: 450.00
Business Purpose: Conference
Business Unit: NCUBU
Department: N01000 (Finance)
The outer scroll bar

controls this area
The inner scroll bar

controls this area.
Click in the Charge Dt edit box:
Click to insert a row.

Enter the following data on the panel:

Expense Code: Lodging
Business Unit: NCYBU
Click in the Charge Dt edit box:
Click to insert a row.

Enter or select the following:

Expense Code: Car Rental
Business Unit: NCYBU
Click: to save the new information.
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 a
chronological 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 you’ve selected, it means the
panel 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.
V. THE ONLINE LIBRARY
The online Library is a training and reference manual for PeopleSoft HRMS. The Library
is in an infobase called Folio which is an application similar to MS Word. Library
contents are modified centrally so that all users at the University will be able to access the
same information from a single location.
The library is subdivided into four (4) sections:
Using the Online Library – an overview of how to use the online library.
PeopleSoft Basics - how PeopleSoft operates; navigating the system, doing data
entry, explanations of key concepts.
Processes, Reports and Queries - how to run processes and print reports, use queries
to search for information.
PeopleSoft Human Resources - contains concepts and procedures specific to Human

Resources functions.
How to Access the Online Library

To get into the library while you are in PeopleSoft, simply press the F1 function key.
Reference Window
Contents
Window
View
Tabs Document
Window
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 .
STEPS
Tools
Options
Contents
Expandable Branch Image
Choose Green Book Image
OK
Online Library Parts
Reference
Contents
Document
Getting Query Results
STEPS
Tools
Options
Contents
Query Results
Add Search Tool Bar
STEPS
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
STEPS
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
Notice how the

book opens and a
branch expands
below the subject.
Double-click on one of the concepts listed below and read the explanations.
Open
Close
Print
Organization
Graphic Conventions
Basic Terminology
Click on the book in front of Navigation
EXERCISE #1
Choose one item from the list below. Locate it in the online Library and take a moment to
read the information provided.
Windows and Views
Links
Toolbars
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 Query
Advanced Query
Locating Topics in the Online Library
The following instructions will enable you to successfully find a topic in the online
Library.
STEPS
In the Table of Contents (TOC) Window expand the heading Using the online
Library.
Locate and highlight the section on Navigation.
Double-click Navigation and view the information in the document window.
Click to collapse any expanded branches in the Table of Contents.
Using Jump Links to View a Topic
STEPS
Go to the Table of Contents window in the online Library.

Select PeopleSoft Basics. Topic subheadings should appear.
Double-click on System Structure.
Locate the jump link for System Structure in the document window.
Click the jump link.
Jump Link
Click the back arrow button on the toolbar to jump back to the starting point.
Click to display the history of jumps.
Click to close the window.
NOTE: Once you logoff of PeopleSoft

the jump history disappears.
Query
STEPS
From the Table of Contents window in the online Library:
Select Using the Online Library

Select Finding Information
Choose the type of search:
Basic Query
Advanced Query
Click to clear the previous query.

Search Or click on the binoculars
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 the
document 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 for
procedures on hiring employees: Hire, Entering, Applicant, Hire, Entering.
The procedures are: Hire, Entering.
Search Using Concepts & Procedures
STEPS
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 view the procedure you’re looking for.
EXERCISE 1
Purpose: To look up the subject of Effective Dating in the Library.
STEPS
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.
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).
STEPS
PeopleSoft Human Resources

Job Information
Procedures
Pay Rate Changes
Entering
See the sample screens that follows.
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 in
Folio. 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
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.
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 and
View 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 panel
and action you’re 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 table
maintenance and generate reports. Windows are generally
organized by topic (hiring, training, recruitment, etc.)
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.
INDEX
Administer Workforce, 11
Advanced Query
search in the online library, 45
Alternate key search, 21
Case Sensitive, 9
Checkbox, 23
Client/Server, 1
Contents Window, 39
Control Tables, 26, 38
Data Entry, 22
Data Entry Modes, 34
Definitions, 51
Delete a Row, 24, 25
Develop Workforce, 13
Document Window, 39
Drop-Down List, 23
Edit Box, 37
Effective Date Categories, 27
Current, Future, History, 27
on Work Location Panel, 31
Effective Date Field, 35
Effective Date Sequencing, 30
Effective Date Status, 34, 38
Effective Dated Row, 35
Effective Dated Tables, 34
Effective Dating, 27
Emergency Contact, 28
Employee ID Not Known, 7
Favorites
saving, 8
Folio
infobase, 39
Go, 6
History Rows, 27
Infobase, 50
Inquire Menu, 33
Insert a Row, 35
Insert Row, 25
Inserting an Effective Dated Row, 31
Job Information Panel, 19
Job Summary, 33
Inquire Menu, 33
Job Summary Panel, 33
Jump Links, 44
Key Fields, 10
Locating Panels, 20
Menu Bar, 10
Menu Group, 3
Navigation Exercises, 11
Navigation Path, 5
Navigation Paths, 20
Navigator Display, 10
Non-Effective Dated Record, 28
On-Line
locating topics, 43
On-Line Library
expandable branch, 50
Ways to Find Information, 50
Panel Group, 21
Panel Groups, 2
Panel Parts, 3
Panels, 1
Moving between panels, 21
Personal Data, 16
Pop-Up Calendar, 23
Primary Search Keys, 21
Query
basic search in the library, 45
Recently Accessed Panels, 10
Reference Window, 39
Relational database, 1
Saving data, 25
Scroll Bars, 25
Search
Concepts & Procedures, 46
Search by ID, 7
Search by Name, 7
Server, 1
Shortcuts, 10
Status Bar, 3
Tables, 1
Task Bar, 3
Title Bar, 3
Tool Bar, 3
Transaction Table, 38
Update/Display, 27
Update/Display All, 27, 38
Valid Values Dialog Box, 9
Valid Values Search, 9
Window Groups, 2
Work Location Panel, 19

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PeopleSoft Fundamentals

PeopleSoft HRMS 7.5

At the end of the training session you will be able to…

1. Navigate through PeopleSoft.

A training database has been installed on your classroom PC so you can

II. System Navigation

III. PeopleSoft Basics

IV. PeopleSoft Concepts

V. The OnLine Library

Data entry is done on PeopleSoft

The information that you enter

Tables are linked together by

Process Menu Group Panel

From Windows Taskbar

Click on PeopleTools icon

On the next page we will walk through one of these “paths.”

Each screen or window

Click: to access the search dialog box.

Another Way to Search by Name STEPS

To Access a Favorite Screen Later On

Library Reference Online Library (F1)

Notice the arrow

Continue on to the next page.

Continue on to the next page.

(still in the Administer Workforce Panel)

Continue on to the next page.

Update/Display. A dialog box should display on the screen.

Uniquely identifying a row of data.

Difference between primary and alternate search keys.

How to move between panels in a panel group.

Valid value search.

Fastest way to return to your last accessed panel in PeopleSoft.

Identifing various types of data entry fields on a panel.

Click or press the F7 key to insert a row.

Click to save the information.

Click to save the data you’ve entered.

Click to delete a row or F8 function key.

Moving from field to field on a panel.

Inserting rows of data.

Deleting rows of data.

How multiple rows are indicated on a panel.

Main data entry elements found in a panel.

Effective dating is an important PeopleSoft concept that allows you to:

Effective Date Categories

Effective Date Sequencing

Effective Date Status

The Update/Display Action allows you to do the following (if authorized) on an

View current and future rows.

Emergency contact is not an

Click to close the panel.

Represents the date

Click to insert a new effective-dated row. Defaults to system (today’s)

Click to save the information.

See Panel on the next page.

The effective date status can be:

Data Entry Modes

Data Entry Mode Action

Library Reference Online Library (F1)

Purpose: to enter data and an effective-dated row on a panel. In this particular

The Administer Workforce (U.S.) window displays.

Expense Period End Date: (current date)

The outer scroll bar

The inner scroll bar