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.
Setting Expectations • Only core functionality will be available at go-live. • We’re starting with limited workflow—we’ll be using interim approval processes outside of PeopleSoft for certain HR & Financial transactions. • We’ll have to work through the kinks—some functionality may not work smoothly right at implementation. • We’ll have to be patient—we’ll need additional time to process and enter transactions in the beginning.
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. • Attend our Drop-In Help Sessions—open lab time can be used to process live documents/transactions.
Setting up Different Reports • Reports have unique navigation paths. • A list of available reports with their navigation paths can be found on the Resources page of the PeopleSoft website. • Tip: You can save report navigation paths to your Favorites for easy access. • Most reports will require that you create a Run Control ID prior to running the report.
Personnel Actions History Report Go to Workforce Administration>Job Information>Reports>Personnel Actions History.
Setup a Run Control for a Report • Under the Add a New Value tab, Create a unique name for the Run Control ID. • Click on the Add button. • Click on the Save button. • Note: Most reports will require that you create a Run Control ID prior to running the report. 1 2 3
Run the Report 1 Navigate back to your Personnel Actions History page. Click on the Find an Existing Value tab. In the Run Control ID, enter the unique name you created in the search criteria. Click on the Search button. Click on the link under the Search Results for your report. 2 3 4 5
Run the Report • Click on the Run button. This will send you to a new page. • Click on the OK button. This will send you back to the previous page. • Click on the Process Monitor link. • Click on the Refresh button. Refresh until the Run Status and the Distribution Status change to Success & Posted. • Click on the Employee Self-Service link. 6 8 7 10 9
Run the Report • Click on the link under My Reports. You can verify it is the correct report according to the creation date under the Folder section. • Click on the link that ends with .PDF. This will open the report as a PDF. • Note: You may need to allow pop-ups in your browser to view the data. 11 12
Available Reports • These reports can be run using the instructions in the previous slides: • Employee Birthdays • Main Menu > Workforce Administration > Personal Information > Biological > Birthdays Report • Emergency Contacts • Main Menu > Workforce Administration > Personal Information > Personal Relationships > Emergency Contacts
TimeCard Report *Please note that you will be notified when the TimeCard Report is available. • TimeCard • Main Menu > UTZ_Customizations > Time and Labor > Reports > UTZ Time Report. • For the TimeCard report, repeat the steps on slide 7 & 8 for creating a Run Control ID. • The following slides show additional steps needed for running the report.
Run the TimeCard Report Create a new Run Control ID following steps on slide 7 & 8. Then: Enter the Start Date and End Date. Select a Pay Group. Click on the Run button. This opens a new window. Click on the OK button. 9 7 8 10
Run the TimeCard Report Click on the Process Monitor link. Click on the Refresh button. Refresh until the Run Status and the Distribution Status change to Success & Posted on the SQR Report line. Click on the Details link. 11 12 13
Run the TimeCard Report Click on the View Log/Trace link. Click on the link that ends with .PDF. This will open the report as a PDF. 11 12
References • Additional information and resources can be found on the PeopleSoft website. • Job Aids • Power Point slides • Quick Guides • Crosswalk • UPKs