PEOPLESOFT TRAINING ATALOG - University of … Requestor ... OVERVIEW OF PEOPLESOFT...
12
Office of Information Technology P EOPLE S OFT T RAINING C ATALOG O RION G EMINI F INANCIALS G EMINI HR E P ROCUREMENT
-
Upload
duongxuyen -
Category
Documents
-
view
218 -
download
0
Transcript of PEOPLESOFT TRAINING ATALOG - University of … Requestor ... OVERVIEW OF PEOPLESOFT...
Office of Information Technology
PEOPLESOFT TRAINING CATALOG
ORION
GEMINI FINANCIALS
GEMINI HR
EPROCUREMENT
Page 2 of 12
Table of Contents
Intro to PeopleSoft and Orion PART 2 .................................................................................... 3
PS Gemini Financials, Account Reconciliation I ....................................................................... 4
PS Gemini Financials, Billing and Invoicing ............................................................................. 5
PS Gemini Financials, Budget Journals ................................................................................... 6
PS Gemini Financials, Budgets Overview ................................................................................ 7
PS Gemini Financials, General Ledger Inquiry ......................................................................... 8
PS Gemini HR, Online self-service presentations .................................................................... 9
PS Gemini HR, Time and Absence ......................................................................................... 10
eProcurement, Requestor .................................................................................................... 11
eProcurement, Shopper ....................................................................................................... 12
This document contains: List of courses Details of what is covered in each course Registration links
Please review prerequisites and topics before registering.
Page 3 of 12
Intro to PeopleSoft and Orion PART 2
Prerequisite: Intro to PeopleSoft PART 1 (Online)
Objective: To give users an initial understanding of PeopleSoft and its functionality
PEOPLESOFT RESOURCES
UT DALLAS SYSTEMS AND PEOPLESOFT BASICS
An Integrated System
Workflow
Know your Data
PeopleSoft Security
Create Favorites
SEARCHING AND RETRIEVING DATA
How a Search Works
Search Pages and Selecting Criteria
ID Field Names in PeopleSoft
Working with Results
Effective Dated Rows
ADDITIONAL PEOPLESOFT NAVIGATION FEATURES
New Window Link
Search Menu Feature
ORION
Overview
Student Record Header
Service Indicators
FERPA in PeopleSoft
Search/Match
Terms
Page 4 of 12
PS Gemini Financials, Account Reconciliation I
INTRODUCTION Account Reconciliation Tasks
What is PeopleSoft Account Reconciliation?
Account Reconciliation search
ACTUALS Actuals page structure
Tasks used while viewing Actuals page
OTHER PAGES Overview of Encumbrance page
Review of Budgets page
Session review and wrap-up
Page 5 of 12
PS Gemini Financials, Billing and Invoicing
OVERVIEW OF PEOPLESOFT BILLING/INVOICING MODULE
NEW BILLING Creating a Bill and reviewing Pro Forma
Creating an final invoice
EXISTING BILLING Copying existing Bills
Reviewing generated invoices using Bill Summary
REPORTS Reviewing Accounts Receivable Reports
REVIEW Session review and wrap-up
Page 6 of 12
PS Gemini Financials, Budget Journals
OVERVIEW OF COMMITMENT CONTROL Review of types of Budget Journals
CREATE BUDGET JOURNAL Creating a Budget Transfer Journal
o Building journal pages
Creating a Budget Adjustment Journal
o Building journal pages
REVIEW Session review and wrap-up
Page 7 of 12
PS Gemini Financials, Budgets Overview
OVERVIEW OF COMMITMENT CONTROL
BUDGET ACTIVITY Review of Budget Activity pages
QUERIES Budgets Overview Query
Budget Details Query
REVIEW Session review and Wrap-up
Page 8 of 12
PS Gemini Financials, General Ledger Inquiry
OVERVIEW OF GENERAL LEDGER
QUERIES General Ledger Queries
Types of Queries
o ChartField Value Set search
o Specific Account search
o Fund Balance search
REVIEW Session review and Wrap-up
Page 9 of 12
PS Gemini HR, Online self-service presentations
Objective: To provide employees with self-paced instruction for the Galaxy > Staff Tools topics listed below
BENEFITS Absence Balances Benefits Summary Dependent Coverages
PAYROLL AND COMPENSATION Payroll & Comp – Direct Deposits Payroll & Comp – Federal W-4 Tax Payroll & Comp – View Paychecks
PERSONAL INFO Maintain Addresses Maintain Emergency Contacts Maintain Phones – (a mobile phone type is required for UTD EMS) Marital Status
Page 10 of 12
PS Gemini HR, Time and Absence
Objective: To provide employees with self-paced instruction for the Galaxy > Time and Absence topics listed below
TIMESHEET
Timesheet for Monthly Exempt Employees
Timesheet for Monthly Non-Exempt Employees
Timesheet for Semi-Monthly Employees Forms and Templates
WEB CLOCK
Semi-Monthly Employees
ABSENCES
Edit and Cancel
Full Days
Multiple Days Sick/Vacation
Report and Request
Request Future Sick and Vacation
Review History of Sick and Vacation Requests
Single Partial Day
MANAGER
Approve Employees
Manager Calendar
Page 11 of 12
eProcurement, Requestor
Objective: To search and request items to purchase, subject to approval
PROFILE Home Page Default Ship to Set Assignee
PURCHASING SEARCHES Hosted Catalogs Featured Suppliers Favorites
VENDORS
Find Vendor
Add New Vendor
CART Review Make Changes Assign Cost Centers and accounting sodes
HISTORY
Search Invoices
Search
Page 12 of 12
eProcurement, Shopper
Objective: To search and request items to purchase, subject to approval
PROFILE Home Page Default Ship to Set Assignee
PURCHASING SEARCHES Hosted Catalogs Featured Suppliers Favorites
VENDORS
Find Vendor
Add New Vendor
CART Review Make Changes
