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Queries

Queries. Welcome to Training!. Why PeopleSoft? PeopleSoft will help UTEP to grow. What’s Your Part? We need your skills and expertise in order to utilize PeopleSoft. It’s a vehicle and you’re the driver! Over time you will build your own history with PeopleSoft.

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Queries

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  1. Queries

  2. Welcome to Training! • Why PeopleSoft? • PeopleSoft will help UTEP to grow. • What’s Your Part? • We need your skills and expertise in order to utilize PeopleSoft. It’s a vehicle and you’re the driver! • Over time you will build your own history with PeopleSoft. • What to Know About Training? • Training is an investment in your professional growth. • Be open to change.

  3. What Can You Do? • Feel free to ask questions and take notes. • Contact the Help Desk if you encounter a glitch or forget how to complete a transaction. • Revisit the training webpage to review training materials and videos. • Become your office’s “Go-To” person. Be willing to offer your help.

  4. Viewing Queries in PeopleSoft Go to Main Menu>HCM Reporting Tools>Query>Query Viewer.

  5. Searching for Queries 1 2 3 • Populate the begins with field with the query name, or leave the field blank to see a list of all available queries. Note: A list of queries and reports is available on the Resources page of the PeopleSoft website. • Click on the Search button. • Click on either the HTML or Excel link to open the query. • Note: You may need to allow pop-ups in your browser to view the data.

  6. Query on HTML Enter UTEP1 in the Set ID field. Click on the View Results button. If you previously selected HTML, the information will load. 1 2 3

  7. Query on Excel If you previously selected Excel, a pop-up will open, prompting you to open or save the file. Click on the Open button. 1

  8. Available Queries • UTZ_HW_ACT_FAC_STAFF_PM5069B • Lists all active employees within your department. • UTZ_HW_ACTIVE_EMP_VISA_PM5064 • Lists all active employees within your department and their visa expiration information.

  9. Available Queries • UTS_HW_REPORTS_TO • Lists all active positions within your department and who they report to. This will be used for workflow routing. • UTZ_CA_FY_FUNDING_DATA_DEPTS • Appointment downloads. • UTZ_HA_TIMEKEEPERS • List of vacation or sick leave balance for employees within your department.

  10. References • Additional information and resources can be found on the PeopleSoft website. • Job Aids • Power Point slides • Quick Guides • Crosswalk • UPKs

  11. Questions?

  12. Thank You!

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