PEOPLESOFT TRAINING CATALOG

Transcription

1 Office of Information Technology PEOPLESOFT TRAINING CATALOG OR I O N GE M I N I FI N A N C I A L S GE M I N I HR E PR O C U R E M E N T

2 Table of Contents Intro to PeopleSoft and Orion PART 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 eprocurement, Requestor eprocurement, Shopper This document contains: List of courses Details of what is covered in each course Registration links Please review prerequisites and topics before registering. Page 2 of 12

3 Intro to PeopleSoft and Orion Prerequisite: None 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 3 of 12

4 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 4 of 12

5 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 5 of 12

6 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 6 of 12

7 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 7 of 12

8 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 8 of 12

9 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 9 of 12

10 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 CAR T Review Make Changes Assign Cost Centers and accounting sodes HISTORY Search Invoices Search Page 10 of 12

11 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 CAR T Review Make Changes Page 11 of 12