CMSPeopleSoft Campus Solutions

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CMS/PeopleSoft Campus Solutions

• Navigation and Configuration

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Map of Todays Class

• We will explore
• PeopleSoft Navigation Configuration
• CSU ID Search
• Sorting and Saving Search Results
• Working With Pages
• Security Role Based
• Effective Dating
• Service Indicators
• Signing Out
• Help Me! (Where to go for more)

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Signing in to PeopleSoft

• To sign in to PeopleSoft do the following
• Navigate to the PeopleSoft Application via your
  web browser.
• Type in your User ID and password.
• Click Sign In

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Navigation and Configuration Cont.

• Portal Like Navigation
• Menu is collapsible
• and expandable
• All items can be found
• on the left hand side of
• the screen
• As the user drills down the menu folders and
  subfolders will appear on the right hand side of
  the screen.
• Default Functional are navigation (DFAN) pages
  appear as a user drills down. These pages are
  task driven and centered around completing
  specific business processes.

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Navigation Continued

• Every user in PeopleSoft is assigned a role and
  is added to one or more permission lists.
• Roles and permission lists are what control the
  level of access a PeopleSoft user will have.
• In addition, the menu options in the main menu
  navigation are determined by roles and
  permissions.

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Navigation and Configuration
Page Layout
Universal Navigation Header
Page Bar
Page Tabs
Content
Expanded Menu Button
Menu Navigation
Buttons Toolbar
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Navigation and Configuration
Saving Information
When navigating between pages you do not have to
save your entered data. You must save it prior to
leaving a component.
Save Button
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Navigation and Configuration Cont.

• Menu Search
• Find menu items quickly by using the search
  functionality.
• Search Results will include
• Menu Titles
• Descriptions
• Navigation Guide (Breadcrumbs)
• Direct Link
• Customize Settings
• Decide to show or hide search summaries

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Menu Breadcrumbs
Just above the menus are the breadcrumbs, which
are underlined links that indicate where you have
navigated to in the application. Once you enter
a search page the menu breadcrumbs will
disappear.
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Navigation and Configuration Cont.

• My Favorites
• Add your most used and visited business processes
  to My Favorites.
• Click Add to Favorites in the upper right of
  your browser window.

Hidden Favorites List
Collapsed Favorites List
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CSU ID Search

• The CSU ID Search is the first step prior to any
  data entry. This is done to determine if a person
  exists in the PeopleSoft Database.

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CSU ID Search Continued.

• CSU ID Search Results

Depending on the type of record the following
pages will be displayed when detail is
selected. Employees/ Person of Interest Main
Menu gt Workforce Administration gt Personal
Information gt Biographical gt Modify a
Person Campus Solutions Person Main Menu gt
Campus Community gt Personal Information gt
Add/Update a Person HR Recruiting Main Menu gt
Recruiting gt Add New Applicant
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Sorting and Saving Search Results

• Enhanced Searches
• Extensive, user-defined operators allow for
  flexible searches.
• Ability to save search criteria.
• Sort your search results.

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Sorting and Saving Search Results

• Wildcard Searches
• You can use three different wildcard features to
  assist in searching for data.
• These wildcards can be helpful in finding the
  exact information you want to process.
• The following are the supported standard wildcard
  features

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Sorting and Saving Search Results

• Saving Searches

• Enter Search Criteria
• Click Save Criteria

3. Name Search Criteria 4. Click Save
5. You are returned to the search page. Notice
that you are now given the option of using your
saved search.
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Sorting and Saving Search Results
Search results can be sorted in both ascending
and descending order. To change the order simply
click on a column header.
Ascending Order
Descending Order
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Grid Functionality

• Many pages that contain lists of data are
  structured as editable grids.

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Sorting data in grids

• Like search results, data found in grids can be
  sorted in ascending or descending order.

Click on column header to sort.
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Customizing Grid Display

• Like search results, data found in grids can be
  sorted in ascending or descending order.
• Click on the Customize hyperlink
• Define the order in which your columns are
  displayed
• Show or hide columns
• Create an automatic sort sequence

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Exporting Grid Data to Excel
By clicking on the download icon shown below you
will be able to export your grid data in Excel.
The download feature must be enabled in My
Personalizations prior to downloading. To
enable it navigate to My Personalizations gt
General Options gt Excel 97 grid download
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Insert Rows and Delete Rows
You may add multiple rows by clicking on the plus
symbol located to the right of the grid data.
Additionally you may delete rows of data by
clicking on the minus symbol located next to
the plus symbol.
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Effective Dating

• Effective dating allows users to maintain a
  chronological record of historical, current and
  future data.
• When entering effective dated information current
  information is not overwritten.
• There are three categories of effective-dated
  records
• Future - All rows that have an effective date
  greater than the system date.
• Current - The row with the effective date closest
  to, but not greater than the system date. It is
  this row of data that the system recognizes as
  the current active row.
• History - All rows with an effective date less
  than the effective date on the current row.
• When the date of a future row arrives, it becomes
  the current row. What was the current row then
  becomes history.

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Effective Dating Cont.

• An Example
• You need to update a students mailing address.
  Before you conduct your search for the students
  address record, make sure you check Include
  History on the search page.

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Service Indicators

• Service Indicators allow or deny access to
  different services for individuals.
• There are both positive and negative indicators
• Positive Service Indicators
• Special privileges
• Contributions
• Early Registration
• Negative Service Indicators
• No transcript privileges.
• Cannot use library.
• No Enrollment privileges.

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Signing Off PeopleSoft

• When you are finished entering data please
  remember to click the sign out link located in
  the Universal Navigation Header. If you were to
  exit the browser first you are still technically
  signed in. This is a potential security risk.

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Additional Information

• To view this presentation online and to download
  a copy of the class activity guide please visit
• http//cms.csumb.edu
• For technical and/or functional PeopleSoft
  reference please click on the Help link located
  in the Universal Navigation Header.
• For more assistance please contact
• CMSQuestions_at_csumb.edu

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E-mail Notifications
E-mail notifications allow users to notify others
of particular transactions. If enabled, the
Notify button is located at the bottom of the
page. When clicked the user is taken to the
screen below.
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Now, please complete the activities described in
the Activities Guide provided.Thank you for
your time and attention!
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My Personalizations

• PeopleSoft offers personalization the help
  maximize your workflow.

Regional Settings
Navigation Personalizations
General Options
System Application Messages

• Accessibility Features
• Excel 97 grid download
• Time page held in cache
• Multi Language Entry
• Spell Check Dictionary

• Afternoon Designator
• Auto-recognize Gregorian Dates
• Calendar
• Date Format
• Local Time Zone
• Time Format
• Use Local Time zone
• First day of week

• Save Warning

• Automatic menu collapse
• Tab over Calendar Button
• Tab over Grid Tabs
• Tab over Lookup Button
• Tab over Browser Elements
• Tab over Page Links
• Tab over Related Page Links
• Tab over Toolbar

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Spell Check Functionality
Many text fields now have spell check ability.
Look for this icon.