Read & Learn

General

• Join a PeopleSoft listserve - ePro - Expenses - PAR - Time&Labor

• Logging in to PeopleSoft - HR - Financials

• DWA Password Self-Service

• Clearing Your Cache

• Department & Location Codes in PeopleSoft

• Learn to Use PeopleSoft Online Tutorials

• Learn to Use Knowledgebase for Support

Human Resources 8.9

HR Overview

• Human Resource Support Contact List

• Payroll Phone List

• Correcting Missing Human Resources Menu

HR Self Service

• Access The Work Number (TALX) for income verification

• Add, change, edit or delete your emergency contact information

• Add or edit your home or mailing address

• Add or edit your phone numbers

• Applying for jobs on eRecruit

• DWA Security Request Form Instructions

• Personal Information Summary

• Payroll & Compensation Home Page

• How to View your Paycheck

• View and Print your Pay Advice

• How to Setup your Pay Statement Print Option

• View, edit, and add your voluntary deductions

• View and edit your federal tax withholding exemptions

Benefits Enrollment

• How to Enroll in Benefits

• Updating Dependent & Beneficiary Personal Information

• Viewing Benefit Summaries

Finance & Human Resources Combined

Site Administrators Training for Principals & Dept. Heads

Financials

• Login to PeopleSoft Financials 8.9

• All About Budget Chartfields

• The Budget Summary Report (Coming Soon)

• The Budget Overview Report (Coming Soon)

• Approve or Deny eProcurement Requisitions

• The eProcurement Requisitions Report

• Authorize Others to Create Travel Expense Forms on Your Behalf

• Update Your Chartfields (for Travel Expenses)

• Approve or Send Back Travel Authorizations

• Approve or Send Back Expense Reports

• Clear Cache Files

• Support for PeopleSoft Financials 8.9

Human Resources

• Approving Time (How to Run a Report)

• eRecruit Applicant Statuses

• For Layoff and Bumping instructions, please see the Handbooks page

• HCM Account Code (Combo Code) Structure

• Recruiting Solutions (Running Reports and Selecting/Rejecting Applicants)

• Running the Assignment Book Report

• Running the Certificated Evaluation Report

• Running the Visiting Teacher Report

Finance 8.9

Financials Overview

• Financials Resource Support Contact List

• Budget Analyst Contact List

• Correcting Missing Financials Menu

PAR (Personnel Action Request)

• Add a Concurrent Job PAR

• Assignment Change PAR

• Change Position Attributes PAR

• Checking Live Scan Fingerprint Status

• Fill a Vacant Position PAR

• Hire/Rehire PAR

• Leave of Absence PAR

• PAR Instructions

• PAR Search

• Position Management

• Request a New Position PAR

• ROP Assignment

• Running the Allocations Status Report

• Running the Filled Positions Report

• Salary Change PAR

• Saving/Canceling a PAR in Draft Status

• Searching for, Approving, and Printing PARs

• Special Compensation

• Termination PAR

Time & Labor

• Approving Time (How to Run a Report)

• Audit Paid to Reported Time Report

• Determine Leave Balances

• Reporting Time for Visiting Teachers

• SAMS/SmartFindExpress Updates and Clarifications

• Signing into PeopleSoft/Reporting Time

• Time & Labor Reports and How to Use Them

• Time & Labor for Summer School (Second Session)

• Time Reporting Codes (Definitions)

• Time Summary Report by Employee

• Time & Labor FAQ

• Verifying Jobs in SmartFindExpress (SAMS)

• Webcenter Information

Accounts Payable (central office)

• Adding a Vendor

• Creating Control Groups

• Entering a Non-Purchase Order Voucher

• Finding a Voucher

• Updating a Vendor Address

• Vendor Naming Conventions

Chart of Accounts

• HCM Account Code (Combo Code) Structure

ePro

• eProcurement Resources & Support

• eProcurement Training Exercises

• How to Run the eProcurement Report

• How to Find Categories for Special Request Orders

• How to Change Account Budget Codes

• Category List for Special Request items

• ePro Account Codes 2008-2009

• How to Order Preset Catalog Items

• How to Order Asset Items

• How to Use Direct Connect

• How to Order from Waxie

• How to Use Templates

• How to Run a Budget Inquiry

• How to Resolve a Budget Error

• How to Approve an ePro Requisition

• Troubleshooting eProcurement

Expenses

• Resources and Support for Travel Authorizations and Expense Reports

• How to Update Your Chartfield String

• How to Authorize Others to Create Travel Forms on Your Behalf

• How to Create a Travel Authorization

• How to Create an Expense Report by Copying from a Travel Authorization

• How to Create a $0 Expense Report

• How to Create a Mileage Expense Report (for Reimbursement)

• How to Fix a Red-Flagged Error

• How to Revise a Travel Form that was Sent Back

• How to Approve a Travel Authorization

• How to Approve an Expense Report

• Troubleshooting Expenses

General Ledger

• Budget Structure

• Importing Budget Journal

• Where to Find Posted Budget Transaction Report

• How to Run the Budget Transaction Detail report – EPM - Site Users

• How to Run the Budget Transaction Detail report – Finance Users

Inventory

• Express Orders

• Putaway Items

• Reviewing Balances

nVision

In order to drill down on an nVision report, you need to go through the following steps:

1. Copy the DrillToPIA.xla to your Excel add-in directory. So, if your Office is installed under C:\Program Files\Microsoft Office, then the Excel add-in directory will be the C:\Program Files\Microsoft Office\Office\Library folder.

2. Launch Excel.

3. From the Tools menu select Add-Ins option and check the DrillToPIA.

4. Once you have completed the steps, you should be able to drill down on Excel reports that you have run via the Web.