Ps Nav Coll Overview

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PeopleSoft 8.8 Navigation Overview

8.8 Navigation Overview

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8.8 Navigation Overview

Table of Contents
Logging On To PeopleSoft .......................................................... 4 Logging Off PeopleSoft............................................................. 4 PeopleSoft Home Page.............................................................. 5 Hiding the Navigation Menu ........................................................ 6 Universal Navigation Header ....................................................... 7 Search Page ......................................................................... 8 Toolbar Buttons .................................................................... 10 Scroll Navigation ................................................................... 12 Managing Favorites ................................................................ 13
Adding Favorites...................................................................................................................13 Deleting/Ordering Favorites.................................................................................................15

Managing Worklists ................................................................ 16 Run Control IDs .................................................................... 21 Running Accounting Reports and Copying Data to Excel ......................... 21 Running Regular Reports and Creating PDF Files ................................ 31 Running A Query ................................................................... 38 Keyboard Shortcuts................................................................ 41
Access Keys..........................................................................................................................41 Hot Keys ................................................................................................................................42

Do’s and Don’ts of PeopleSoft 8.8 Navigation ................................... 43

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8.8 Navigation Overview

Logging On To PeopleSoft
Enter your User ID and Password, then click the Sign In button.

Logging Off PeopleSoft
Click the Sign out link in the universal navigation header. DO NOT LOG OFF BY CLICKING THE “X” IN THE TOP RIGHT CORNER OF THE PAGE TO CLOSE THE BROWSER WINDOW!

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8.8 Navigation Overview

PeopleSoft Home Page

Home Page

Menu

The Menu navigation consists of folders and hyperlinks. Expanding and collapsing folders are the primary means of getting around your PeopleSoft application. A triangle facing right indicates that there are more levels to view under that heading. A triangle facing down indicates the folder has been expanded. Hyperlinks are underlined.

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8.8 Navigation Overview

Hiding the Navigation Menu
The left navigation Menu can be hidden at any time to allow for more of the page to display on your computer monitor. To hide the Menu, click the red button in the top right corner of the navigation bar.

To make the Menu reappear, click the red box again.

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8.8 Navigation Overview

Universal Navigation Header
The Universal Navigation Header remains static as you navigate through the pages of your PeopleSoft system. It includes the following links: Home, Worklist, Add to Favorites, Sign out, New Window and Help. If you are working in one page and want to see another page without having to save or cancel out of the page which you are currently working, use the New Window link.

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8.8 Navigation Overview

Search Page
When you click a hyperlink in the Menu, a Search page will appear prompting you to enter search criteria for the record you want to view/edit. You can choose different variables for searching by clicking the drop down arrow in the boxes in the middle of the page, and making a selection (such as “begins with”, “contains”, “not =”, etc.)

You can also use a percent sign (%) which is referred to as a “wildcard” as part of your search criteria. For example, if you are searching for a last name but you’re not sure if it’s spelled “Schields” or “Shields” you could enter “%hields” in the Last Name field and click the Search button. The system will look for any names that end with the letters “hields”. Once you have entered search criteria, click on the Search button. The results will be displayed at the bottom of the page. Click on a link in the Search Results to access that record. If you don’t enter any search criteria and click the Search button, all possible values will be displayed. However, if there are more than 300 possible values, only the first 300 will display with a warning message at the top of the search results listing. If the record you are looking for is not in the list, you will need to enter some search criteria to reduce the number of search results.

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8.8 Navigation Overview

You can also save search criteria for searches that you do frequently. Enter the search criteria then click the Save Search Criteria link. The next time the Search page appears you can select your saved searches from a drop down menu.

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8.8 Navigation Overview

Toolbar Buttons
At the bottom of most pages you'll find the toolbar, which changes depending on the type of page that's active. So not all buttons shown below will display on every page. Likewise, some buttons may be grayed out, indicating that that action is not available to you at that time.

Button

Actions Sends the information you've entered on the page to the database. You'll generally save when you come to the end of a component. The Save command always updates the data for all pages in a group. Upon save, the system displays the "Saved" message in the upper right corner of the page. Add a new record (e.g. add a new employee record). Returns you to the search page. Displays the data for the next data row in your search results grid. This button appears gray if you didn't select the data row from a search results grid, if there was only one row in the grid, or if the data displayed is the last row in the grid. Displays the data for the previous data row in your search results grid. This button appears gray if you didn't select the data row from the search results grid, if there was only one row in the grid, or if the data displayed is the last row in the grid. Displays the next page in the current component. If you are in the last page of the component, this button is gray. Displays the previous page in the current component. If you're in the first page of the component, this button is gray. Accesses existing rows of data on the database. If data is effective-dated, displays only current and future rows. Displays all rows of data: current, future, and history. This is helpful when you want to view historical data. Accesses existing rows of data in the database and displays all effective-dated rows. Allows you to update all rows, including history rows. Since this action allows users to change history, its use is restricted. Forces a transmission to the application server to validate all data entered on the page. Opens the Send Notification page where you can specify names, email addresses, or worklists to send notifications.

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8.8 Navigation Overview

Moving to Other Pages Within a Component There are multiple ways to move around within related pages. The following example shows how to move from the Name page to the Address page. ƒ ƒ Click on the Address tab at the top of the page. Click on the Next tab button at the bottom of the page.

ƒ

Click on the Address link at the bottom of the page.

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8.8 Navigation Overview

Scroll Navigation
In the page shown below, the dark blue header with the title ‘Professional Education’ indicates the start of a scroll area. A scroll area allows multiple rows of data to be stored. The plus and minus buttons on the right side of the header are for navigation. Find allows you to search for a text string within the scroll area View All will display all rows of the scroll area on the page. This often results in the page scrolling below the display of the monitor. Arrows: The right and left arrows allow navigation between rows Last: Moves to the last row in the scroll area Plus sign (+) Adds a new row to the scroll area Minus sign (-) Deletes a row from the scroll area

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8.8 Navigation Overview

Managing Favorites
Favorites allow you to bookmark pages within the system so you don’t have to drilldown through the menu structure each time to find a page you use frequently.

Adding Favorites
When you are on a page that you want as a favorite, click the Add to Favorites link.

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8.8 Navigation Overview

Modify the Description if needed and then click the Add to Favorites button. This new item will now appear in the left navigation menu under ‘My Favorites’

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8.8 Navigation Overview

Deleting/Ordering Favorites
From the menu select My Favorites and click the Edit Favorites link. The following menu will appear where you can set the order, rename, or delete any favorites.

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8.8 Navigation Overview

Managing Worklists
You can access your worklist two ways: 1) from the navigation menu select Worklist, then click the Worklist link, or 2) click the Worklist link in the universal navigation header.

Hide the navigation menu so the entire page can be seen. If you are responsible for multiple worklists, all worklist items are combined and sorted by “Date From”. Use the Worklist Filters if you only want to see certain types of worklist items.

To open a worklist item click the link. Don’t use the Mark Worked button, as it only removes the item from your worklist and not from anyone else’s worklist.

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8.8 Navigation Overview

Review the information, enter your Comments, then click the Complete, Deny or Re-Submit button.

If you clicked the Complete button a second window will open that allows you to insert a row with the new information, then click the Save button. Once you click Save the item is removed from everyone’s worklists.

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8.8 Navigation Overview

If you click the Deny button, a Denial Reason field appears. Select a Denial Reason from the drop down list and type additional information in the Comments field as necessary. When done click the Save button.

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8.8 Navigation Overview

If the Employee Change Request has incomplete or incorrect information, and you want the requestor to re-submit the request, enter Comments describing the problem and click the Re-Submit button.

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8.8 Navigation Overview

The request status is changed from “Submitted” to “Saved/Not Submitted”.

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8.8 Navigation Overview

Run Control IDs
A Run Control ID is required every time you run a report or query. The system saves the Run Control ID with the corresponding report/query parameters so you can use it again in the future. It’s recommended to create just one Run Control ID to avoid having to search and select different IDs each time you run a report/query. Multiple Run Control IDs are only necessary for some payroll and operations functions where report/query parameters are extremely complicated.

Running Accounting Reports and Copying Data to Excel
From the navigation menu select the report you want to run (in this example we’ll run the “Employee History Report”). You can either search for an existing Run Control ID by clicking the Search button, or enter a new one by clicking the Add a New Value tab and entering the new ID.

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8.8 Navigation Overview

On the Report Request Parameters page add or modify the parameters then click the Run button.

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8.8 Navigation Overview

On the Process Scheduler Request page complete the fields as follows: Server Name: Always select “PSUNX”.

Recurrence: Leave blank if you want to run the report once. Otherwise, select a value from the drop down menu. Time Zone: Leave blank. Run Date: To run the report immediately, leave the default date. To schedule it to run on a different date, enter the date or click the calendar icon to select it. Run Time: To run the report immediately, leave the default time. To schedule it to run at a different time, enter the time. Type: Always select “Web”. Format: Always select “PDF”. When all fields are filled in click the OK button to submit the report.

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8.8 Navigation Overview

You will be redirected back to the report parameter page. To track the progress of the report click the Process Monitor link.

You will see a list of all reports you have run. Click the Details link to see the results of the report.

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8.8 Navigation Overview

To see the report output, click the View Log/Trace link. Do not use the “Update Process” choices to change the status of your request. If you need to change the status of your request, contact someone in the Technology Group.

To save the output files to your computer so you can open them in Excel, click the link that says “SPPS Custom Output File”. There may be more than one output file depending on the report you selected.

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8.8 Navigation Overview

From the File menu select Save As.

Save in C:\Financial Reports as a Text File, and remove the “_prn” from the File Name, then click the Save button.

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8.8 Navigation Overview

Go to P:\Payroll\Financial Reporting Macros 88.xls and open the Excel spreadsheet. If this is the first time you’ve used this spreadsheet, you’ll see this message. Click the OK button.

On the toolbar select Tools >Macro >Security.

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8.8 Navigation Overview

Change the security level to Medium, and click the OK button.

Close the Excel spreadsheet, then reopen it. From this point on you will always see this message first. Click the Enable Macros button.

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8.8 Navigation Overview

To see the list of macros, from the toolbar select Tools>Macro>Macros.

The list of macros displays. Select the macro you want and click the Run button.

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8.8 Navigation Overview

The macro will go to the Financial Reports folder, retrieve the data, and format it. If you wish to save this spreadsheet, from the toolbar select Save As, the location where you want to save the file, and click the OK button.

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8.8 Navigation Overview

Running Regular Reports and Creating PDF Files
From the navigation menu select the report you want to run (in this example we’ll run the “Pool Listing-PARA” report). You can either search for an existing Run Control ID by clicking the Search button, or enter a new one by clicking the Add a New Value tab and entering the new ID.

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8.8 Navigation Overview

Enter the report parameters.

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8.8 Navigation Overview

On the Process Scheduler Request page complete the fields as follows: Server Name: Always select “PSUNX”.

Recurrence: Leave blank if you want to run the report once. Otherwise, select a value from the drop down menu. Time Zone: Leave blank. Run Date: To run the report immediately, leave the default date. To schedule it to run on a different date, enter the date or click the calendar icon to select it. Run Time: To run the report immediately, leave the default time. To schedule it to run at a different time, enter the time. Type: Always select “Web”. Format: Always select “PDF”. When all fields are filled in click the OK button to submit the report.

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8.8 Navigation Overview

You will be redirected back to the report parameter panel. To track the progress of the report click the Process Monitor link.

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8.8 Navigation Overview

You will see a list of all reports you have run. Click the Details link to see the results of the report.

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8.8 Navigation Overview

To see the report output, click the View Log/Trace link. Do not use the “Update Process” choices to change the status of your request. If you need to change the status of your request, contact someone in the Technology Group.

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8.8 Navigation Overview

To view the PDF file click the file name. When the PDF file opens you can save it to your computer by selecting File>Save and choosing the folder you want to save it in.

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8.8 Navigation Overview

Running A Query
You can run a query to immediately view the information or download it to an Excel spreadsheet. From the menu select Reporting Tools > Query > Query Viewer. You can search for a specific query name, or you can leave the search field blank and click the Search button to get a list of all available queries. When you find the query you want to run click the Run link. DO NOT CLICK ON THE QUERY NAME.

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8.8 Navigation Overview

The query results display in a separate browser window. You can download the data to an Excel spreadsheet by clicking the link. (You can also create a Microsoft Excel Comma Separated Values file by clicking the CSV Text File link.)

On the File Download window click the Save button.

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8.8 Navigation Overview

Type a File Name and select the folder you want to save it in, then click the Save button.

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8.8 Navigation Overview

Keyboard Shortcuts
Working in an internet browser-based environment can often be very mouse intensive. PeopleSoft offers many keyboard alternatives to using the mouse in the internet architecture. There are 2 alternatives to using the mouse: Hot Keys and Access Keys.

Access Keys
An Access Key is Alt-X key combination that moves the focus to a specific field on the current page. It does not perform any action. You must press the Enter key to perform the action.

Access Key Alt 1 + Enter Alt 2 + Enter Alt 3 + Enter Alt 4 + Enter Alt 9 + Enter Alt \ + Enter Save a page.

Function

Move to Return to Search button. Move to Next in List button. Move to Previous in List button. Accesses the Help line. Toggles between Update/Display, Include History, and Correct History action modes on the toolbar in a transaction page. View a printable list of keyboard shortcuts while online in a search or transaction page. Accesses the search box of the menu.

Ctrl K + Enter

Ctrl Z + Enter

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8.8 Navigation Overview

Hot Keys
A Hot Key performs an immediate action. Notice that several hot keys perform different functions depending on the page you are in, such as transaction page or search page.
Hot Key Alt 1 Function Saves page in a transaction. Moves to the Search or Add button on a search or look up page. Moves to the OK button on a secondary page. Returns to the search page from a transaction page. View next row in list when button is active. View previous row in list when button is active. Opens look up page. Opens the calendar prompt. Opens the pop up window on a page. Inserts one or more rows in a grid or scroll area. Deletes row in a grid or scroll area. When in Expert Entry mode, activates the Refresh button, which validates the data entered on the page. View next set of rows in grid or scroll area. View previous set of rows in grid or scroll area. Finds data in grid or scroll area. View all rows of data in grid, scroll area, or search page results list. Toggles between Add a New Value and Find an Existing Value in a search page. Displays system information. When in a search page or transaction page, opens a page with a list of keyboard navigation shortcuts using hot keys and access keys. Toggles menu between collapse and expand. Toggles focus through the frame set. Activates the OK button, where appropriate. On a search page, activates the Search button. Activates the Cancel button, where appropriate. Maximizes window (hides browser toolbars). This is an IE function.

Alt 2 Alt 3 Alt 4 Alt 5 Alt 6 Alt 7 Alt 8 Alt 0

Alt . Alt , Alt / Alt ‘ Alt \ Ctrl J Ctrl K

Ctrl Y Ctrl Tab Enter Esc F11

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8.8 Navigation Overview

Do’s and Don’ts of PeopleSoft 8.8 Navigation
DO’s
• Do be careful using the scroll wheel on the mouse. If the first field on a page has a drop down menu, moving the scroll wheel on the mouse will modify the value in that field instead of scrolling down the page. Do use the Sign out link to log off the system and to close multiple windows. Closing the browser window by clicking the “X” in the top right corner will not log you off the system. Do schedule reports and queries to run during “off hours” whenever possible. This will keep the system at peak performance levels during normal business hours.

• •

DON’Ts
• • Don’t try to stop a search by clicking the Stop icon on your browser’s toolbar. Let the search finish and in the meantime open a new window to launch a new search. Don’t use the Back and Forward buttons on your browser’s toolbar to move from one page to another. Use the yellow buttons or links at the bottom of the page, or use the main menu on the left side. Don’t click the Query Name to run the query. Click the Run or Schedule link. Don’t send reports directly to the printer. Always use the defaults of “Type=Web” and “Format=PDF”. Don’t log off the system by clicking the “X” in the top right corner of the browser window. Always click the Sign out link first on all open windows, then close the login page by clicking the “X” in the top right corner.

• • •

Other Changes with PeopleSoft 8.8
• • • • An asterisk next to the field name indicates a required field. You can click a magnifying glass or calendar icon to select from a list of values. Run Control IDs from version 7.5 will be wiped out during the conversion to version 8.8. You’ll need to create new Run Control IDs in version 8.8. Almost all private queries from version 7.5 will be wiped out during the conversion to version 8.8. The only queries in version 8.8 will be public queries. The upgraded queries have not been tested and validated by each individual user, so the first time you run a query check the data results carefully. There are a limited number of people that have the ability to create new queries in version 8.8. If you need a query created contact the PeopleSoft System Administrator.



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