1 00:00:02,310 --> 00:00:03,143 - Class topics, 2 00:00:03,143 --> 00:00:05,910 we're gonna kind of talk about what PeopleSoft is, 3 00:00:05,910 --> 00:00:10,200 just giving an overview, and then we'll go into people, 4 00:00:10,200 --> 00:00:12,150 some more details about PeopleSoft, 5 00:00:12,150 --> 00:00:15,440 the system itself using different internet browsers, 6 00:00:15,440 --> 00:00:19,340 how to access PeopleSoft, user securities, 7 00:00:19,340 --> 00:00:22,630 using the different PeopleSoft menus and navigations, 8 00:00:22,630 --> 00:00:24,330 and then we'll go into some specifics 9 00:00:24,330 --> 00:00:27,000 about the PeopleSoft work center. 10 00:00:27,000 --> 00:00:30,710 And then once we kind of talk about all of the navigation 11 00:00:30,710 --> 00:00:32,990 and the overview of PeopleSoft, 12 00:00:32,990 --> 00:00:34,140 we'll then talk about using 13 00:00:34,140 --> 00:00:36,690 the search functionality in PeopleSoft, 14 00:00:36,690 --> 00:00:40,430 go over some PeopleSoft reports and queries, 15 00:00:40,430 --> 00:00:44,630 using the process monitor and the report manager. 16 00:00:44,630 --> 00:00:46,800 And then we'll touch on some brief subjects 17 00:00:46,800 --> 00:00:51,800 with PeopleSoft HR, as well as PeopleSoft finance. 18 00:00:51,970 --> 00:00:54,640 And then I will end by telling you 19 00:00:54,640 --> 00:00:56,810 how to get some PeopleSoft support, 20 00:00:56,810 --> 00:01:00,360 and then additional PeopleSoft classes. 21 00:01:00,360 --> 00:01:04,513 And I'm going to hide the transcript. 22 00:01:09,820 --> 00:01:11,463 So what is PeopleSoft? 23 00:01:11,463 --> 00:01:14,440 PeopleSoft is known as a type of software, 24 00:01:14,440 --> 00:01:18,410 it's called an ERP or enterprise resource planning, 25 00:01:18,410 --> 00:01:20,220 and this is a software that ties together 26 00:01:20,220 --> 00:01:22,270 multiple business processes, 27 00:01:22,270 --> 00:01:24,483 allowing data to flow between them. 28 00:01:26,640 --> 00:01:31,330 And looking, there's several ways 29 00:01:31,330 --> 00:01:33,720 that we use PeopleSoft here at UVM, 30 00:01:33,720 --> 00:01:35,830 there's PeopleSoft FSCM 31 00:01:35,830 --> 00:01:38,670 or financials and supply chain management, 32 00:01:38,670 --> 00:01:41,780 which is more commonly known as PeopleSoft financials 33 00:01:41,780 --> 00:01:43,410 or PeopleSoft finance. 34 00:01:43,410 --> 00:01:45,410 And we use this for the business functions, 35 00:01:45,410 --> 00:01:49,712 including the general ledger asset management, grants, 36 00:01:49,712 --> 00:01:53,740 requisitions, or purchase orders, accounts payable, 37 00:01:53,740 --> 00:01:57,910 non-sponsored projects, treasury management, 38 00:01:57,910 --> 00:01:59,610 accounts receivable, 39 00:01:59,610 --> 00:02:01,680 and any other kind of finance functions 40 00:02:01,680 --> 00:02:02,803 that you can think of. 41 00:02:04,550 --> 00:02:06,810 Then there's the PeopleSoft HCM, 42 00:02:06,810 --> 00:02:09,360 which is human capital management, 43 00:02:09,360 --> 00:02:12,900 and that's more commonly referred to as PeopleSoft HR 44 00:02:12,900 --> 00:02:15,090 or human resources. 45 00:02:15,090 --> 00:02:20,090 And this manages employee records, benefits, time, payroll, 46 00:02:20,620 --> 00:02:22,503 and they all integrate together. 47 00:02:23,690 --> 00:02:26,410 And then I'm going to pull up 48 00:02:26,410 --> 00:02:29,460 the big version of this, hopefully. 49 00:02:29,460 --> 00:02:34,460 So you can see here, this is the PeopleSoft modules at UVM, 50 00:02:34,580 --> 00:02:38,400 and this is the general ledger. 51 00:02:38,400 --> 00:02:41,320 So everything flows through the general ledger 52 00:02:41,320 --> 00:02:44,780 and that's how we do our financial reporting. 53 00:02:44,780 --> 00:02:45,613 And you can see here, 54 00:02:45,613 --> 00:02:49,080 we have project costing, grants, contracts, 55 00:02:49,080 --> 00:02:53,280 and this blue box is all PeopleSoft, 56 00:02:53,280 --> 00:02:55,740 and then we have all of these systems and you, 57 00:02:55,740 --> 00:02:58,690 can't see my mouse, excuse me, 58 00:02:58,690 --> 00:03:00,590 let me create a pointer for you. 59 00:03:00,590 --> 00:03:05,340 So this blue box is all of the PeopleSoft systems. 60 00:03:05,340 --> 00:03:09,810 And then these boxes outside of there are external systems 61 00:03:09,810 --> 00:03:12,960 that also integrate within PeopleSoft. 62 00:03:12,960 --> 00:03:14,400 So you've got famous, 63 00:03:14,400 --> 00:03:19,400 which is work orders and kind of, you know, 64 00:03:19,990 --> 00:03:22,620 for physical plant, that sort of thing. 65 00:03:22,620 --> 00:03:26,590 We've got Voyager, which is a used by the library. 66 00:03:26,590 --> 00:03:29,960 US bank is your purchasing card, 67 00:03:29,960 --> 00:03:33,650 and they're also adding some payment subject, 68 00:03:33,650 --> 00:03:36,980 participant cards, athletic cards, that sort of thing. 69 00:03:36,980 --> 00:03:38,010 And then you've got banner, 70 00:03:38,010 --> 00:03:40,620 which is used for student resources. 71 00:03:40,620 --> 00:03:41,800 There's the effort reporting, 72 00:03:41,800 --> 00:03:45,843 which as you integrates in with HR, 73 00:03:47,100 --> 00:03:49,180 you've got Kronos for time reporting, 74 00:03:49,180 --> 00:03:53,600 Axiom for budget and so on and so forth. 75 00:03:53,600 --> 00:03:55,410 There are a lot of different systems 76 00:03:55,410 --> 00:03:58,060 that do integrate with PeopleSoft. 77 00:04:00,550 --> 00:04:03,766 And then internet browsers and using PeopleSoft, 78 00:04:03,766 --> 00:04:06,980 I'm just gonna do a quick poll here. 79 00:04:06,980 --> 00:04:09,653 So hopefully this will load. 80 00:04:10,950 --> 00:04:13,930 So I'm just asking what web browsers 81 00:04:13,930 --> 00:04:16,260 do you use on a regular basis? 82 00:04:16,260 --> 00:04:19,380 It can be one, it could be two, it could be all. 83 00:04:19,380 --> 00:04:22,923 If you could just click and submit your answers, 84 00:04:25,590 --> 00:04:27,333 love to see what people use. 85 00:04:28,484 --> 00:04:29,660 Fantastic. 86 00:04:29,660 --> 00:04:32,360 So, so far we're looking at 87 00:04:32,360 --> 00:04:37,360 most people are using either Chrome, Firefox, safari, 88 00:04:37,670 --> 00:04:39,762 some as far as kind of split between 89 00:04:39,762 --> 00:04:43,250 Internet Explorer and Edge, it's about the same. 90 00:04:43,250 --> 00:04:44,083 Alright, great. 91 00:04:44,083 --> 00:04:45,670 And I don't see anybody using the other ones. 92 00:04:45,670 --> 00:04:48,300 So that's good to know. 93 00:04:48,300 --> 00:04:50,340 These four browsers are recommended 94 00:04:50,340 --> 00:04:53,803 for the most consistent and reliable user experience. 95 00:04:55,270 --> 00:04:58,520 They are officially per Oracle, 96 00:04:58,520 --> 00:05:00,210 which is the parent company of PeopleSoft, 97 00:05:00,210 --> 00:05:02,493 they're certified for use with PeopleSoft. 98 00:05:03,640 --> 00:05:06,240 So we always ask people that, 99 00:05:06,240 --> 00:05:07,800 if they're gonna be using PeopleSoft, 100 00:05:07,800 --> 00:05:10,620 they use one of these four browsers. 101 00:05:10,620 --> 00:05:12,680 Some important browser behavior 102 00:05:12,680 --> 00:05:16,940 that may affect your PeopleSoft experience, 103 00:05:16,940 --> 00:05:18,220 is that it's always important 104 00:05:18,220 --> 00:05:20,510 to keep your browser up to date. 105 00:05:20,510 --> 00:05:22,720 Normally updates happen in the background 106 00:05:22,720 --> 00:05:26,110 when you either close or reopen your browser. 107 00:05:26,110 --> 00:05:29,720 So if you haven't opened or closed browser in a while, 108 00:05:29,720 --> 00:05:30,820 you may want to close it, 109 00:05:30,820 --> 00:05:32,420 sometimes rebooting your computer 110 00:05:32,420 --> 00:05:35,713 may allow for those automatic updates to happen. 111 00:05:36,550 --> 00:05:37,580 So you just wanna make sure 112 00:05:37,580 --> 00:05:40,730 you're using the latest version of your browser. 113 00:05:40,730 --> 00:05:42,550 Additionally, you wanna make sure 114 00:05:42,550 --> 00:05:45,440 you clear your browser cache regularly. 115 00:05:45,440 --> 00:05:47,580 When you're working in the internet, 116 00:05:47,580 --> 00:05:50,190 your browser saves a copy of the page you visit, 117 00:05:50,190 --> 00:05:52,210 and what's called a cache, 118 00:05:52,210 --> 00:05:55,160 so that will load more quickly, 119 00:05:55,160 --> 00:05:57,080 and then the next time, 120 00:05:57,080 --> 00:05:59,080 for the next time that you visit, 121 00:05:59,080 --> 00:06:01,065 emptying and clearing your cache will result 122 00:06:01,065 --> 00:06:04,600 in the browser downloading fresh copies of pages 123 00:06:04,600 --> 00:06:05,640 when you're visiting 124 00:06:05,640 --> 00:06:07,633 and allowing the cache to rebuild. 125 00:06:08,790 --> 00:06:10,910 So if having a page and a cache 126 00:06:10,910 --> 00:06:13,310 that can cause some conflict in the page 127 00:06:13,310 --> 00:06:16,540 when you're trying to view different data in PeopleSoft, 128 00:06:17,750 --> 00:06:20,110 one instance we always run into 129 00:06:20,110 --> 00:06:23,050 is if you have new user security in PeopleSoft, 130 00:06:23,050 --> 00:06:24,820 you really should be one, 131 00:06:24,820 --> 00:06:26,986 not only logging in and out of PeopleSoft 132 00:06:26,986 --> 00:06:29,060 because it allows your profile to refresh, 133 00:06:29,060 --> 00:06:31,540 but also clearing your cache. 134 00:06:31,540 --> 00:06:33,910 So if you do run into issues in PeopleSoft, 135 00:06:33,910 --> 00:06:36,490 usually the first question you will be asked 136 00:06:36,490 --> 00:06:38,370 is when the last time you cleared your cache was, 137 00:06:38,370 --> 00:06:40,453 or if you've tried clearing your cache. 138 00:06:42,500 --> 00:06:44,763 So how you clear your browser cache. 139 00:06:45,780 --> 00:06:47,950 Most browsers on a PC, 140 00:06:47,950 --> 00:06:52,140 so your Chrome, Internet Explorer, Edge, Firefox, 141 00:06:52,140 --> 00:06:55,050 you can use control, shift, delete, 142 00:06:55,050 --> 00:06:57,210 on a Mac when you're using Safari, 143 00:06:57,210 --> 00:06:59,173 it would be command + shift + delete. 144 00:07:00,260 --> 00:07:03,060 If that doesn't work for you, 145 00:07:03,060 --> 00:07:08,060 you also have this again, sorry, 146 00:07:08,780 --> 00:07:12,180 my laser pointer here on, 147 00:07:12,180 --> 00:07:13,170 when you're logging into PeopleSoft, 148 00:07:13,170 --> 00:07:16,570 there's a link here for clear, excuse me, 149 00:07:16,570 --> 00:07:18,645 clearing your browser cache, 150 00:07:18,645 --> 00:07:21,860 ETS, enterprise technology services, 151 00:07:21,860 --> 00:07:23,680 they maintain a knowledge base 152 00:07:23,680 --> 00:07:25,540 of instructions for clearing cache, 153 00:07:25,540 --> 00:07:29,990 and that's what this page on the left-hand side is. 154 00:07:29,990 --> 00:07:33,510 So if you click on that link from PeopleSoft, 155 00:07:33,510 --> 00:07:35,300 it'll take you to this page and give you 156 00:07:35,300 --> 00:07:38,370 specific instructions for clearing your cache 157 00:07:38,370 --> 00:07:42,030 for many of the web browsers and operating systems. 158 00:07:42,030 --> 00:07:46,273 And enterprise technology services has a lot of, 159 00:07:48,210 --> 00:07:52,570 excuse me, a lot of different knowledge-based instructions 160 00:07:52,570 --> 00:07:55,700 for different types of software and systems. 161 00:07:55,700 --> 00:07:57,500 So if you're ever in need, 162 00:07:57,500 --> 00:07:59,593 you can always search their website. 163 00:08:01,070 --> 00:08:04,130 So how do you get to PeopleSoft? 164 00:08:04,130 --> 00:08:06,943 The most direct way is typing in the URL, 165 00:08:07,960 --> 00:08:10,830 which most people probably 166 00:08:10,830 --> 00:08:12,740 would never remember offhand. 167 00:08:12,740 --> 00:08:16,310 The uvm.edu and then the ERP portal, 168 00:08:16,310 --> 00:08:18,630 or this is a new hyperlink 169 00:08:18,630 --> 00:08:20,500 given we've had to change the system 170 00:08:20,500 --> 00:08:22,980 or the web system around. 171 00:08:22,980 --> 00:08:27,933 So there's, excuse me, this alternative hyperlink as well. 172 00:08:30,580 --> 00:08:35,140 Another way is on the division of finance website 173 00:08:36,610 --> 00:08:38,570 in the user guides page. 174 00:08:38,570 --> 00:08:40,960 So if you're looking at the user guides 175 00:08:40,960 --> 00:08:43,090 and you found the information you need, 176 00:08:43,090 --> 00:08:45,130 and you just wanted to log right into PeopleSoft, 177 00:08:45,130 --> 00:08:48,993 there's a direct link to log into PeopleSoft there. 178 00:08:51,270 --> 00:08:55,100 Lastly, and these are probably the most commonly used ways 179 00:08:55,100 --> 00:09:00,100 is from the my UVM page or directly from the search page. 180 00:09:00,450 --> 00:09:05,450 And let me open this so that, 181 00:09:09,250 --> 00:09:11,817 so here, so this is the division of finance page, 182 00:09:11,817 --> 00:09:15,950 and you can see that PeopleSoft log in is right there. 183 00:09:15,950 --> 00:09:19,040 And then this is the UVM page. 184 00:09:19,040 --> 00:09:21,410 So you can click on my UVM, 185 00:09:21,410 --> 00:09:26,410 if you are not directly connected to a UVM internet, 186 00:09:26,810 --> 00:09:31,810 either wifi or directly plugged in, and you're not on a VPN, 187 00:09:32,570 --> 00:09:34,080 you will need to log in 188 00:09:34,080 --> 00:09:37,670 using your net ID and password to access this page. 189 00:09:37,670 --> 00:09:38,860 But in the center of the menu, 190 00:09:38,860 --> 00:09:41,750 you have the human resources and finance, 191 00:09:41,750 --> 00:09:46,100 and this also has links to classes, the footprints, 192 00:09:46,100 --> 00:09:48,670 the access request and user guides. 193 00:09:48,670 --> 00:09:49,900 And then up here, 194 00:09:49,900 --> 00:09:53,640 there's also another link to PeopleSoft HR. 195 00:09:53,640 --> 00:09:55,800 And this is from the employee tab. 196 00:09:55,800 --> 00:09:58,160 So if you have multiple affiliations, 197 00:09:58,160 --> 00:09:59,220 for instance, you're an employee, 198 00:09:59,220 --> 00:10:02,650 but you're also a student or even alumni, 199 00:10:02,650 --> 00:10:05,283 you wanna make sure you're on the employee page. 200 00:10:07,060 --> 00:10:10,290 If we go back using the search, 201 00:10:10,290 --> 00:10:12,203 you just click on the search and you can just type in 202 00:10:12,203 --> 00:10:14,300 PeopleSoft in the search, 203 00:10:14,300 --> 00:10:18,313 or you can go to P and scroll down to PeopleSoft login. 204 00:10:21,070 --> 00:10:26,060 They are the ways that you could access PeopleSoft. 205 00:10:27,550 --> 00:10:29,250 For PeopleSoft user security, 206 00:10:29,250 --> 00:10:31,630 so how does someone get access? 207 00:10:31,630 --> 00:10:33,301 All new employees that are hired 208 00:10:33,301 --> 00:10:37,320 as part of their processing of their HR paperwork, 209 00:10:37,320 --> 00:10:40,240 initiates the creation of a PeopleSoft account 210 00:10:40,240 --> 00:10:42,240 in human resources, 211 00:10:42,240 --> 00:10:43,900 and then that information 212 00:10:43,900 --> 00:10:47,150 then feeds over to PeopleSoft finance. 213 00:10:47,150 --> 00:10:49,140 But the access that each of those employees gets 214 00:10:49,140 --> 00:10:52,960 is a very limited basic setup. 215 00:10:52,960 --> 00:10:55,790 So if you need additional access or if you're a supervisor 216 00:10:55,790 --> 00:10:58,930 and one of your employees needs additional access, 217 00:10:58,930 --> 00:11:01,310 you would need to submit a request, 218 00:11:01,310 --> 00:11:04,760 you can do so via the PeopleSoft access request 219 00:11:04,760 --> 00:11:08,070 or a direct footprint. 220 00:11:08,070 --> 00:11:10,730 And if you have not taken notice, 221 00:11:10,730 --> 00:11:14,350 all of my slides have direct links here, 222 00:11:14,350 --> 00:11:16,210 and I will send this presentation 223 00:11:16,210 --> 00:11:17,820 out to everyone afterwards. 224 00:11:17,820 --> 00:11:20,620 So if you don't remember how to access somewhere, 225 00:11:20,620 --> 00:11:24,260 there will be a hyperlink with the actual 226 00:11:24,260 --> 00:11:26,310 full hyperlink spelled out at the bottom. 227 00:11:29,090 --> 00:11:33,610 So this is the PeopleSoft system access requests, 228 00:11:33,610 --> 00:11:35,930 and as I kind of showed earlier, 229 00:11:35,930 --> 00:11:38,810 you can access that from the finance page 230 00:11:38,810 --> 00:11:43,630 or you can access it in my UVM. 231 00:11:43,630 --> 00:11:45,790 There's that PeopleSoft access request. 232 00:11:45,790 --> 00:11:48,003 And you would just fill out this form. 233 00:11:49,240 --> 00:11:52,400 I usually recommend that it's filled out by a supervisor, 234 00:11:52,400 --> 00:11:54,790 as there are lots of access 235 00:11:54,790 --> 00:11:57,620 that would require additional approval. 236 00:11:57,620 --> 00:11:59,630 So if you fill this out yourself, it's fine, 237 00:11:59,630 --> 00:12:04,000 we would just forward the footprint on to your supervisor 238 00:12:04,000 --> 00:12:05,210 or whomever in your department 239 00:12:05,210 --> 00:12:07,730 would need to approve the request. 240 00:12:07,730 --> 00:12:09,393 And this form does, 241 00:12:11,730 --> 00:12:14,530 it narrows down the information and you can actually 242 00:12:14,530 --> 00:12:16,810 choose from different tasks 243 00:12:16,810 --> 00:12:18,639 that are available in PeopleSoft. 244 00:12:18,639 --> 00:12:22,550 So I'm just gonna put some information, 245 00:12:22,550 --> 00:12:26,790 basic information in here, and oops! 246 00:12:32,790 --> 00:12:34,380 So I just put the minimum requirements 247 00:12:34,380 --> 00:12:36,180 so we could get to this page. 248 00:12:36,180 --> 00:12:39,520 So this is financial access request, 249 00:12:39,520 --> 00:12:42,680 and it does give you a query that you can run 250 00:12:42,680 --> 00:12:45,990 to see what roles you currently have 251 00:12:45,990 --> 00:12:48,580 or one of your employees currently has. 252 00:12:48,580 --> 00:12:51,160 So you can compare that to the list. 253 00:12:51,160 --> 00:12:55,360 And this does give you a list of all of the available access 254 00:12:55,360 --> 00:12:58,420 or most of the available access, 255 00:12:58,420 --> 00:13:03,320 and then you can add or remove and that's for finance, 256 00:13:03,320 --> 00:13:07,240 and then because I checked both finance and HR, 257 00:13:07,240 --> 00:13:10,380 the next page is human resource access. 258 00:13:10,380 --> 00:13:13,990 So it gives you a list of different roles 259 00:13:13,990 --> 00:13:16,463 that pertain to each of those modules. 260 00:13:17,810 --> 00:13:21,493 The alternative is a footprint. 261 00:13:22,740 --> 00:13:27,240 So again, there's a direct link to the footprint here, 262 00:13:27,240 --> 00:13:32,183 or you can access PeopleSoft financials footprints, 263 00:13:33,170 --> 00:13:35,490 I thought they were over here. 264 00:13:35,490 --> 00:13:36,710 My mistake, oh, I'm sorry, 265 00:13:36,710 --> 00:13:41,710 they're on the home page, which, 266 00:13:42,010 --> 00:13:46,673 let me just go back here. 267 00:13:47,760 --> 00:13:51,640 So over here is where they are, I apologize. 268 00:13:51,640 --> 00:13:54,170 You can submit a footprint here and again, 269 00:13:54,170 --> 00:13:57,630 there's also the PeopleSoft access request there as well. 270 00:13:57,630 --> 00:14:00,297 And footprints looks a little different. 271 00:14:00,297 --> 00:14:03,130 I'm already logged into this page, but on the PowerPoint, 272 00:14:03,130 --> 00:14:04,640 you could see what the log in pages, 273 00:14:04,640 --> 00:14:07,090 you have to put your net ID and password in, 274 00:14:07,090 --> 00:14:09,520 and then you would just click a new request. 275 00:14:09,520 --> 00:14:10,950 This doesn't have any prompts, 276 00:14:10,950 --> 00:14:14,990 so you have to have an idea of what roles you're requesting 277 00:14:14,990 --> 00:14:17,620 or what type of access you're requesting. 278 00:14:17,620 --> 00:14:20,480 Many of these requests often include 279 00:14:22,310 --> 00:14:24,640 same access as another individual. 280 00:14:24,640 --> 00:14:27,320 So you'll just wanna make sure that 281 00:14:27,320 --> 00:14:30,240 if it's the same access as another individual, 282 00:14:30,240 --> 00:14:31,460 we ask that you provide, you know, 283 00:14:31,460 --> 00:14:35,833 their net ID or some, you know, identifying information. 284 00:14:38,470 --> 00:14:40,600 Alright, so PeopleSoft structure. 285 00:14:40,600 --> 00:14:45,490 This is the main page of PeopleSoft finance. 286 00:14:45,490 --> 00:14:48,260 So when you log in, you are on, 287 00:14:48,260 --> 00:14:50,893 what's called the UVM employee homepage. 288 00:14:52,023 --> 00:14:54,580 And let me just turn on my laser pointer. 289 00:14:54,580 --> 00:14:58,300 And this is called the status bar across the top, 290 00:14:58,300 --> 00:15:01,250 and this has your homepage. 291 00:15:01,250 --> 00:15:03,950 And if you have multiple homepage, 292 00:15:03,950 --> 00:15:06,180 you can change which homepage you're on 293 00:15:06,180 --> 00:15:10,853 by clicking that name and it'll provide a dropdown box. 294 00:15:11,740 --> 00:15:14,430 The status bar also includes several buttons, 295 00:15:14,430 --> 00:15:19,340 such as your home search notification action menu Navbar, 296 00:15:19,340 --> 00:15:21,670 and then you'll have tiles here. 297 00:15:21,670 --> 00:15:23,740 Each of this homepage setup 298 00:15:23,740 --> 00:15:26,980 is based on an individual's access. 299 00:15:26,980 --> 00:15:28,800 So your homepage may not look 300 00:15:28,800 --> 00:15:32,683 the same as one of your coworkers. 301 00:15:35,590 --> 00:15:38,500 So the search function here, 302 00:15:38,500 --> 00:15:40,570 if you click on this magnifying glass, 303 00:15:40,570 --> 00:15:43,090 it's a quick way to access a page. 304 00:15:43,090 --> 00:15:44,900 If you don't know the navigation for, 305 00:15:44,900 --> 00:15:47,220 you cannot find in one of your tiles. 306 00:15:47,220 --> 00:15:49,750 So when you click on this magnifying glass, 307 00:15:49,750 --> 00:15:53,100 it opens up this box and in my example here, 308 00:15:53,100 --> 00:15:56,940 I entered expense report and clicked search, 309 00:15:56,940 --> 00:16:00,680 and then the search results here at the bottom 310 00:16:01,790 --> 00:16:04,120 show what came up. 311 00:16:04,120 --> 00:16:05,810 So you have my expense reports create 312 00:16:05,810 --> 00:16:07,293 or view an expense report. 313 00:16:08,930 --> 00:16:11,390 The notification flag just indicates 314 00:16:11,390 --> 00:16:14,520 when certain actions or alerts are available. 315 00:16:14,520 --> 00:16:19,520 In my example here, the HR uploaded the W2 information 316 00:16:21,960 --> 00:16:23,520 for the calendar year end. 317 00:16:23,520 --> 00:16:26,820 So if you've elected electronic W2's, 318 00:16:26,820 --> 00:16:28,730 when it gets to the end of, 319 00:16:28,730 --> 00:16:31,160 or slightly past the calendar year, 320 00:16:31,160 --> 00:16:34,330 you will receive notification in PeopleSoft 321 00:16:34,330 --> 00:16:36,740 that W2 is available, 322 00:16:36,740 --> 00:16:39,083 and I believe they also go out via email. 323 00:16:42,030 --> 00:16:46,060 Your action menu is, it's different actions 324 00:16:46,060 --> 00:16:48,050 based on the page you're in. 325 00:16:48,050 --> 00:16:51,850 So on the UVM employee home page, 326 00:16:51,850 --> 00:16:55,020 the options that available are personalizing the homepage, 327 00:16:55,020 --> 00:16:58,000 my preferences, help and sign out, 328 00:16:58,000 --> 00:17:01,930 and you can see that my preferences, help and sign out, 329 00:17:01,930 --> 00:17:04,290 they're called static actions, 330 00:17:04,290 --> 00:17:07,010 that means they'll stay in that action menu 331 00:17:07,010 --> 00:17:09,543 no matter where you are navigating to. 332 00:17:10,610 --> 00:17:12,930 And then you also have page specific. 333 00:17:12,930 --> 00:17:15,620 So when I navigate to the expense report page, 334 00:17:15,620 --> 00:17:19,820 it provides actions that pertain to that page. 335 00:17:19,820 --> 00:17:21,660 So on the create expense report page, 336 00:17:21,660 --> 00:17:24,330 I have, I can go back to the expense homepage, 337 00:17:24,330 --> 00:17:27,140 I can go to my wallet, go to my expense report, 338 00:17:27,140 --> 00:17:30,283 it gives you a quick option to navigate to related pages. 339 00:17:31,130 --> 00:17:35,460 There's also some semi static actions, 340 00:17:35,460 --> 00:17:37,240 such as adding a homepage, 341 00:17:37,240 --> 00:17:40,820 adding to the Navbar or adding to favorites. 342 00:17:40,820 --> 00:17:45,060 And we will go into those in the tips and personalizations 343 00:17:45,060 --> 00:17:47,060 as well as my preferences. 344 00:17:47,060 --> 00:17:48,740 So the next level to this class 345 00:17:48,740 --> 00:17:51,580 is the PeopleSoft tips and personalizations. 346 00:17:51,580 --> 00:17:54,493 And we go into more detail about those items. 347 00:17:56,876 --> 00:17:59,330 PeopleSoft navigation, there's two ways, 348 00:17:59,330 --> 00:18:02,090 and here I have the PeopleSoft human resources 349 00:18:02,090 --> 00:18:05,710 and PeopleSoft finance homepages side by side. 350 00:18:05,710 --> 00:18:08,900 The primary two ways to navigate our tiles, 351 00:18:08,900 --> 00:18:12,930 and then Navbar, fluid, which is the environment 352 00:18:12,930 --> 00:18:16,023 that we use, it's the user interface, 353 00:18:16,890 --> 00:18:18,240 it's designed to have 354 00:18:18,240 --> 00:18:20,900 all of the regularly used navigation 355 00:18:20,900 --> 00:18:23,210 available within the tiles, 356 00:18:23,210 --> 00:18:27,010 but then there's also the Navbar that you can use 357 00:18:27,010 --> 00:18:28,190 to access navigation 358 00:18:28,190 --> 00:18:31,123 that may not be available in those tiles. 359 00:18:33,800 --> 00:18:36,640 So the different tiles that are available 360 00:18:36,640 --> 00:18:38,720 is page navigation. 361 00:18:38,720 --> 00:18:40,770 So if you click on a tile and made to hit you 362 00:18:40,770 --> 00:18:43,420 directly to a page, and this example, 363 00:18:43,420 --> 00:18:45,110 you have travel authorizations, 364 00:18:45,110 --> 00:18:45,943 when you click on that, 365 00:18:45,943 --> 00:18:46,776 it takes you directly 366 00:18:46,776 --> 00:18:49,263 to the create a travel authorization page. 367 00:18:50,920 --> 00:18:53,110 You then have navigation homepages. 368 00:18:53,110 --> 00:18:54,420 So when you click a tile, 369 00:18:54,420 --> 00:18:56,790 it takes you to essentially another homepage, 370 00:18:56,790 --> 00:18:59,070 which is a grouping of more tiles 371 00:18:59,070 --> 00:19:00,980 that are related to that topic. 372 00:19:00,980 --> 00:19:04,390 For expenses, it takes you to the expenses homepage, 373 00:19:04,390 --> 00:19:05,970 where you can create expense report, 374 00:19:05,970 --> 00:19:09,230 create expense reports, review your expense report history, 375 00:19:09,230 --> 00:19:11,840 review your current active expense reports, 376 00:19:11,840 --> 00:19:13,820 and also has a notices tile, 377 00:19:13,820 --> 00:19:17,460 which is important for anything that may be going on 378 00:19:17,460 --> 00:19:20,063 related to travel that you should be aware of. 379 00:19:21,870 --> 00:19:24,140 Then there's also a navigation collection. 380 00:19:24,140 --> 00:19:28,320 And if you've registered for this class in PeopleSoft HR, 381 00:19:28,320 --> 00:19:32,100 you are familiar with one that UVM learning in degree tile, 382 00:19:32,100 --> 00:19:34,710 takes you to a navigation collection, 383 00:19:34,710 --> 00:19:39,310 which is essentially a list of different navigations 384 00:19:39,310 --> 00:19:41,890 related to that topic. 385 00:19:41,890 --> 00:19:46,260 And HR actually consists mainly of navigation collections. 386 00:19:46,260 --> 00:19:47,093 So when you open it, 387 00:19:47,093 --> 00:19:48,870 it's gonna have a menu on the left-hand side 388 00:19:48,870 --> 00:19:51,653 with a list of different pages. 389 00:19:53,810 --> 00:19:56,470 And then there's the work center. 390 00:19:56,470 --> 00:20:01,470 Both HR and finance have a UVM business manager work center, 391 00:20:01,490 --> 00:20:02,323 and a work center 392 00:20:02,323 --> 00:20:05,420 looks very similar to a navigation collection, 393 00:20:05,420 --> 00:20:07,710 but it consists of different elements. 394 00:20:07,710 --> 00:20:09,350 So you have links, 395 00:20:09,350 --> 00:20:14,350 queries and reports and processes, and this is the finance, 396 00:20:14,475 --> 00:20:18,823 but you can see reports and processes is not visible. 397 00:20:19,990 --> 00:20:24,990 And those headings are what we call grouplets, excuse me. 398 00:20:26,290 --> 00:20:27,892 So all of those elements, 399 00:20:27,892 --> 00:20:30,510 similar elements are grouped together in a grouplet. 400 00:20:30,510 --> 00:20:33,793 And then underneath those grouplets, we have groups. 401 00:20:34,760 --> 00:20:38,910 So for instance, the links, we group different navigation, 402 00:20:38,910 --> 00:20:41,160 interrelated groups. 403 00:20:41,160 --> 00:20:44,400 So you have tools, external links, 404 00:20:44,400 --> 00:20:48,020 and then different modules or functionality 405 00:20:48,020 --> 00:20:50,870 within PeopleSoft is all grouped together. 406 00:20:50,870 --> 00:20:52,743 So you can see those there. 407 00:20:58,150 --> 00:20:59,510 So the PeopleSoft work center, 408 00:20:59,510 --> 00:21:01,953 some important things to note is 409 00:21:01,953 --> 00:21:06,953 there's this blue menu here, or this blue box here, 410 00:21:08,120 --> 00:21:12,880 and that will minimize the work center. 411 00:21:12,880 --> 00:21:16,750 So when you open the work center, 412 00:21:16,750 --> 00:21:20,150 you'll always go directly to the query viewer. 413 00:21:20,150 --> 00:21:22,863 And that's both HR and finance. 414 00:21:23,800 --> 00:21:25,470 If you need to minimize this menu, 415 00:21:25,470 --> 00:21:28,690 you can do so by clicking that blue icon. 416 00:21:28,690 --> 00:21:30,070 And again, the elements 417 00:21:30,070 --> 00:21:32,730 that are available in the work center, 418 00:21:32,730 --> 00:21:34,990 is based on an individual's access. 419 00:21:34,990 --> 00:21:37,630 So if you have very limited finance access, 420 00:21:37,630 --> 00:21:39,320 or very limited HR access, 421 00:21:39,320 --> 00:21:41,210 you may actually not even have 422 00:21:41,210 --> 00:21:43,573 the business manager work center. 423 00:21:49,430 --> 00:21:51,210 So again, this is 424 00:21:51,210 --> 00:21:54,333 the UVM business manager work center for finance. 425 00:21:56,070 --> 00:21:59,240 So this just gives us kind of a better view of that. 426 00:21:59,240 --> 00:22:02,550 And then this is the work center for HR, 427 00:22:02,550 --> 00:22:05,520 and you can see that both of them have in links 428 00:22:05,520 --> 00:22:08,840 have a section for external links. 429 00:22:08,840 --> 00:22:10,332 And within those external links, 430 00:22:10,332 --> 00:22:12,740 there's access to user guides, 431 00:22:12,740 --> 00:22:16,100 submitting help desk footprints, 432 00:22:16,100 --> 00:22:20,305 there's also a link between human resources and finances. 433 00:22:20,305 --> 00:22:22,070 I personally have found that 434 00:22:22,070 --> 00:22:24,430 that doesn't always work so well. 435 00:22:24,430 --> 00:22:27,880 Sometimes your navigation may not be 100% accurate 436 00:22:27,880 --> 00:22:30,090 if you're using the Navbar, 437 00:22:30,090 --> 00:22:34,120 but if you're using your home page and the tiles, 438 00:22:34,120 --> 00:22:36,730 it seems to work fine, but just be caught, you know, 439 00:22:36,730 --> 00:22:38,500 just be aware if you do use the link 440 00:22:38,500 --> 00:22:40,869 between human resources and finance, 441 00:22:40,869 --> 00:22:43,457 I suggest not using your Navbar. 442 00:22:45,710 --> 00:22:50,400 The other piece of taught for tiles is we have, 443 00:22:50,400 --> 00:22:51,550 there's some tiles that have caught 444 00:22:51,550 --> 00:22:54,630 what's called a live elements or their live tiles, 445 00:22:54,630 --> 00:22:56,240 and they provide information 446 00:22:56,240 --> 00:22:59,190 about data elements within those tiles. 447 00:22:59,190 --> 00:23:03,020 For instance, in finance, the UVM approvals, 448 00:23:03,020 --> 00:23:05,820 it provides how many travel and expense items 449 00:23:05,820 --> 00:23:07,740 or how many items are pending your approval, 450 00:23:07,740 --> 00:23:11,520 depending on what type of approvals you do. 451 00:23:11,520 --> 00:23:15,423 In human resources under the personal details, 452 00:23:16,770 --> 00:23:20,300 it gives you a lot of information on each of those tiles. 453 00:23:20,300 --> 00:23:23,470 So if you submitted information about a disability, 454 00:23:23,470 --> 00:23:27,866 your veteran status it'll provide, you know, 455 00:23:27,866 --> 00:23:32,120 that you provided that information, 456 00:23:32,120 --> 00:23:35,600 it also can tells you when you last updated your address, 457 00:23:35,600 --> 00:23:39,363 and any other information as well. 458 00:23:41,410 --> 00:23:44,220 So the Navbar, this is a screenshot 459 00:23:44,220 --> 00:23:47,320 of the Navbar in human resources and financials, 460 00:23:47,320 --> 00:23:50,270 and you can see, they look almost identical. 461 00:23:50,270 --> 00:23:54,760 The difference for financials is there's a classic home, 462 00:23:54,760 --> 00:23:59,470 for anybody that has used PeopleSoft for awhile, 463 00:23:59,470 --> 00:24:01,620 especially PeopleSoft finance, 464 00:24:01,620 --> 00:24:03,450 they are familiar with the classic home, 465 00:24:03,450 --> 00:24:07,050 it's the old blue page, I guess, 466 00:24:07,050 --> 00:24:09,100 is the best way to describe it. 467 00:24:09,100 --> 00:24:13,120 But if you haven't used PeopleSoft a lot frequently, 468 00:24:13,120 --> 00:24:15,640 using the current user interface that we have, 469 00:24:15,640 --> 00:24:19,190 which is fluid is your best way to approach it, 470 00:24:19,190 --> 00:24:22,883 because eventually this classic page will go away. 471 00:24:24,560 --> 00:24:29,560 When we upgraded to PeopleSoft fluid last November, 472 00:24:29,700 --> 00:24:32,830 we left the classic homepage access there for people to, 473 00:24:32,830 --> 00:24:35,363 as a transition period to get used to it. 474 00:24:36,340 --> 00:24:39,016 But in the Navbar, you have your recent places. 475 00:24:39,016 --> 00:24:42,880 So this is pages that allow you to automatically, 476 00:24:42,880 --> 00:24:44,360 that are automatically populated 477 00:24:44,360 --> 00:24:46,800 based on your PeopleSoft usage. 478 00:24:46,800 --> 00:24:48,000 You have your favorites. 479 00:24:48,000 --> 00:24:49,830 So this is a way you can bookmark 480 00:24:49,830 --> 00:24:52,090 frequently used pages in PeopleSoft. 481 00:24:52,090 --> 00:24:55,990 And we do go into more detail about adding favorites here, 482 00:24:55,990 --> 00:24:57,890 adding other tiles to your Navbar 483 00:24:57,890 --> 00:25:00,123 in the tips and personalizations. 484 00:25:01,630 --> 00:25:03,800 Then you also have your navigator, 485 00:25:03,800 --> 00:25:08,220 and that is a secondary source of navigation in PeopleSoft 486 00:25:08,220 --> 00:25:10,950 that has the full list of all PeopleSoft pages 487 00:25:10,950 --> 00:25:12,730 that you have access to. 488 00:25:12,730 --> 00:25:14,130 Again, all of the navigation 489 00:25:14,130 --> 00:25:16,863 is based on your individual access. 490 00:25:17,770 --> 00:25:20,410 And then the lastly there is a direct link 491 00:25:20,410 --> 00:25:21,970 to the process monitor 492 00:25:21,970 --> 00:25:25,423 and we will discuss that in a little while. 493 00:25:26,560 --> 00:25:29,877 So this is more detail on the Navbar. 494 00:25:30,820 --> 00:25:35,820 So in your navigator that when you click on that it expands 495 00:25:36,340 --> 00:25:40,820 and you can see it gives you a menu 496 00:25:40,820 --> 00:25:45,170 and it displays sub, excuse me, sub menus. 497 00:25:45,170 --> 00:25:47,590 So I clicked on employee self-service 498 00:25:47,590 --> 00:25:49,410 when I went into the navigator, 499 00:25:49,410 --> 00:25:53,230 and then I have additional sub menus here, 500 00:25:53,230 --> 00:25:55,420 and then there's direct links to pages. 501 00:25:55,420 --> 00:25:56,270 And you can tell the difference 502 00:25:56,270 --> 00:25:58,670 because they have an arrow here. 503 00:25:58,670 --> 00:26:01,120 And then also when using the navigator, 504 00:26:01,120 --> 00:26:04,003 you have this up facing arrow, 505 00:26:05,170 --> 00:26:06,680 which is your return to route. 506 00:26:06,680 --> 00:26:08,300 That's essentially your home. 507 00:26:08,300 --> 00:26:09,133 If you click that, 508 00:26:09,133 --> 00:26:12,730 it takes you to the home of the navigator. 509 00:26:12,730 --> 00:26:14,640 And then you have your back button. 510 00:26:14,640 --> 00:26:17,870 So if you just need to go to the previous menu or sub menu, 511 00:26:17,870 --> 00:26:19,703 you can click on that back button. 512 00:26:22,810 --> 00:26:27,810 Another thing with navigation is adding a new window. 513 00:26:28,820 --> 00:26:30,980 So if you're in a screen and you need to look up 514 00:26:30,980 --> 00:26:32,500 something in another screen, 515 00:26:32,500 --> 00:26:36,450 you can use the new window and that'll populate 516 00:26:36,450 --> 00:26:39,800 either a new window or a new tab in your browser. 517 00:26:39,800 --> 00:26:44,350 And there's some caution for using that is, 518 00:26:44,350 --> 00:26:46,480 when you're signing out and closing windows, 519 00:26:46,480 --> 00:26:49,490 you wanna just be aware. 520 00:26:49,490 --> 00:26:53,230 You can see in the red box, it generates a number, 521 00:26:53,230 --> 00:26:57,970 and that's how many PeopleSoft windows you've opened. 522 00:26:57,970 --> 00:27:01,790 And what can often happen is if you close a window 523 00:27:01,790 --> 00:27:05,190 that you use to create new windows, 524 00:27:05,190 --> 00:27:08,610 it will actually log you out of all of those other windows. 525 00:27:08,610 --> 00:27:09,970 So just use caution when, 526 00:27:09,970 --> 00:27:13,720 especially when moving tabs or windows around, 527 00:27:13,720 --> 00:27:16,770 and most PeopleSoft pages have two different ways 528 00:27:16,770 --> 00:27:17,900 to add a new window, 529 00:27:17,900 --> 00:27:20,570 there are hyperlinks either above the status menu 530 00:27:20,570 --> 00:27:23,223 or directly below the status menu. 531 00:27:25,320 --> 00:27:27,570 And then also use caution 532 00:27:27,570 --> 00:27:30,750 when using your browser navigation. 533 00:27:30,750 --> 00:27:34,442 So specifically the back button in the browser. 534 00:27:34,442 --> 00:27:38,020 That navigation is built for the browser, 535 00:27:38,020 --> 00:27:40,610 but may not necessarily function 536 00:27:40,610 --> 00:27:42,730 as expected within PeopleSoft. 537 00:27:45,495 --> 00:27:49,610 So PeopleSoft search looking up values on this page, 538 00:27:50,460 --> 00:27:54,140 I'm using creating a requisition as an example. 539 00:27:54,140 --> 00:27:56,890 When you click on the magnifying glass, 540 00:27:56,890 --> 00:27:59,080 so any of those fields that have a magnifying glass, 541 00:27:59,080 --> 00:28:01,770 such as category, supplier ID or location, 542 00:28:01,770 --> 00:28:04,910 you can click on that and it opens up a look up, 543 00:28:04,910 --> 00:28:06,933 and you can see the lookup page here, 544 00:28:08,440 --> 00:28:11,970 and you can and will gray out the background. 545 00:28:11,970 --> 00:28:16,970 And usually it'll display up to 300 search results. 546 00:28:17,600 --> 00:28:20,690 So here, I wanna search for supplier on a record 547 00:28:20,690 --> 00:28:22,340 to add that supplier to the requisition, 548 00:28:22,340 --> 00:28:24,270 but I don't know the supplier ID. 549 00:28:24,270 --> 00:28:28,280 So I would click on the magnifying glass 550 00:28:28,280 --> 00:28:30,410 and select the value that I needed 551 00:28:30,410 --> 00:28:31,940 or use the search criteria. 552 00:28:31,940 --> 00:28:34,943 So I could click on this and expand the search criteria. 553 00:28:39,590 --> 00:28:43,410 And then there's also, let me just see, okay, 554 00:28:43,410 --> 00:28:47,010 there's also basic and advanced searches within PeopleSoft. 555 00:28:47,010 --> 00:28:49,990 So on the expense viewing an expense report, 556 00:28:49,990 --> 00:28:54,930 the basic search is usually only one criteria operator 557 00:28:54,930 --> 00:28:59,640 and it's searched by report ID begins with. 558 00:28:59,640 --> 00:29:01,560 For an advanced search, 559 00:29:01,560 --> 00:29:05,070 it gives you more search criteria, more operators, 560 00:29:05,070 --> 00:29:06,810 and these are your operators here. 561 00:29:06,810 --> 00:29:09,720 So instead of searching for the report ID begins with, 562 00:29:09,720 --> 00:29:12,120 you could search for a report ID contains, 563 00:29:12,120 --> 00:29:16,960 or you could search for a name if you know your employee ID. 564 00:29:16,960 --> 00:29:20,490 So the advanced search gives you more search options, 565 00:29:20,490 --> 00:29:21,530 and that can be helpful 566 00:29:21,530 --> 00:29:23,793 if you only have minimal information. 567 00:29:25,490 --> 00:29:28,620 So again, these are your operators, 568 00:29:28,620 --> 00:29:32,030 so you can change those in the advanced. 569 00:29:32,030 --> 00:29:34,160 So again, instead of searching 570 00:29:34,160 --> 00:29:35,530 for the report ID begins with, 571 00:29:35,530 --> 00:29:37,880 you could search for report ID contains. 572 00:29:37,880 --> 00:29:40,060 And that also helps with not having to remember 573 00:29:40,060 --> 00:29:42,580 the proceeding, how many proceedings zeros. 574 00:29:42,580 --> 00:29:47,542 Most documents, either journal entries, expense reports, 575 00:29:47,542 --> 00:29:51,400 requisitions per parts, all have proceeding zeros. 576 00:29:51,400 --> 00:29:54,930 So you can search by contains and therefore 577 00:29:54,930 --> 00:29:57,133 not have to enter those proceedings zeros. 578 00:29:58,040 --> 00:30:02,940 Another option is using a wildcard. 579 00:30:02,940 --> 00:30:04,820 So in PeopleSoft, a wildcard 580 00:30:04,820 --> 00:30:06,820 that's most commonly used for searches, 581 00:30:06,820 --> 00:30:08,203 is the percent sign. 582 00:30:09,590 --> 00:30:14,370 And that can take place of any one or more characters, 583 00:30:14,370 --> 00:30:16,650 and that you can put that 584 00:30:16,650 --> 00:30:20,120 in place of all of the proceedings zeros. 585 00:30:20,120 --> 00:30:21,290 So in this example, 586 00:30:21,290 --> 00:30:22,820 searching for a journal ID 587 00:30:22,820 --> 00:30:24,760 instead of entering the proceeding zeros, 588 00:30:24,760 --> 00:30:26,940 you would just enter the percent sign 589 00:30:26,940 --> 00:30:29,923 and keep the search criteria with begins with. 590 00:30:31,110 --> 00:30:33,300 And then that will produce 591 00:30:33,300 --> 00:30:38,240 any journal ID that has those numbers, 592 00:30:38,240 --> 00:30:41,090 and it does not matter what is before those, 593 00:30:41,090 --> 00:30:43,233 that string of numbers. 594 00:30:45,390 --> 00:30:50,390 So again, in search, there's also date options to search, 595 00:30:50,600 --> 00:30:53,810 and in this advanced search I chose between here. 596 00:30:53,810 --> 00:30:58,810 So it generates two date fields, and you can use, 597 00:30:59,230 --> 00:31:00,940 you can enter the date in several ways. 598 00:31:00,940 --> 00:31:02,760 One is using the calendar selector 599 00:31:02,760 --> 00:31:04,500 by actually clicking on the calendar, 600 00:31:04,500 --> 00:31:07,393 and then going to the date and selecting the date. 601 00:31:08,550 --> 00:31:13,550 You could enter the date as I have it here with slashes, 602 00:31:13,930 --> 00:31:18,710 or you can just enter the date without any slashes. 603 00:31:18,710 --> 00:31:23,300 So it would be month month, year year, day day day. 604 00:31:23,300 --> 00:31:26,690 If you prefer to change your date format, 605 00:31:26,690 --> 00:31:28,170 you can actually do so, 606 00:31:28,170 --> 00:31:30,130 again we'll you talk about that 607 00:31:30,130 --> 00:31:34,530 in the PeopleSoft tips and personalizations. 608 00:31:34,530 --> 00:31:36,130 The last way for entering a date 609 00:31:36,130 --> 00:31:39,400 is you can either use a capital or lowercase T, 610 00:31:39,400 --> 00:31:41,340 as today's date. 611 00:31:41,340 --> 00:31:44,320 So if you're looking for any journal entries 612 00:31:44,320 --> 00:31:48,800 that were entered from this in this fiscal year to date, 613 00:31:48,800 --> 00:31:53,800 you could enter 07/01/2021 and T in the next field, 614 00:31:55,350 --> 00:31:57,670 and that would give you that full date range 615 00:31:57,670 --> 00:31:59,993 of the beginning of the fiscal year to date. 616 00:32:02,840 --> 00:32:06,260 Alright, so then PeopleSoft reports, 617 00:32:06,260 --> 00:32:10,700 and I'm just going to, again, switch screens here. 618 00:32:10,700 --> 00:32:13,380 So the first hyperlink that I have on that page 619 00:32:13,380 --> 00:32:16,660 takes you to this document here. 620 00:32:16,660 --> 00:32:21,350 And this document is a list of all of the available reports, 621 00:32:21,350 --> 00:32:25,730 queries and inquiries in both finance and HR. 622 00:32:25,730 --> 00:32:29,410 So if you are looking for a specific report 623 00:32:29,410 --> 00:32:31,690 or maybe a query, or you're just looking 624 00:32:31,690 --> 00:32:33,440 to obtain certain information, 625 00:32:33,440 --> 00:32:37,713 you can refer to this list and it's a pretty lengthy list, 626 00:32:39,050 --> 00:32:40,740 but you can refer to this list 627 00:32:40,740 --> 00:32:44,350 and see if there is a report query or inquiry 628 00:32:44,350 --> 00:32:48,500 that will result in the information you're looking for. 629 00:32:48,500 --> 00:32:51,570 And financials is in green, and then HR is in blue. 630 00:32:51,570 --> 00:32:54,763 So HR is down towards the bottom here. 631 00:32:56,920 --> 00:32:59,290 Okay, and then this second link here 632 00:32:59,290 --> 00:33:03,503 is for the user guides for running reports. 633 00:33:05,740 --> 00:33:07,610 And then some I'll just touch base 634 00:33:07,610 --> 00:33:12,000 on some of the most commonly used financial reports, 635 00:33:12,000 --> 00:33:14,010 the basic financial report that covers 636 00:33:14,010 --> 00:33:17,720 the standard monthly reports for business managers, 637 00:33:17,720 --> 00:33:21,060 includes operating unit or operating budget report, 638 00:33:21,060 --> 00:33:24,190 monthly budget report projects and close out reports, 639 00:33:24,190 --> 00:33:26,300 and these links are all to those user guides 640 00:33:26,300 --> 00:33:29,040 that have information on running those reports, 641 00:33:29,040 --> 00:33:32,633 more details about what those reports provide. 642 00:33:33,680 --> 00:33:35,120 Commitment control reports, 643 00:33:35,120 --> 00:33:37,210 they cover the in-depth reporting options 644 00:33:37,210 --> 00:33:40,200 that draw on data from the budget ledgers. 645 00:33:40,200 --> 00:33:42,600 So that includes your budget status reports, 646 00:33:42,600 --> 00:33:47,600 budget overviews, budget transaction details, so on. 647 00:33:47,900 --> 00:33:49,900 And then general ledger reports, 648 00:33:49,900 --> 00:33:51,930 that's in-depth reporting options 649 00:33:51,930 --> 00:33:54,360 that draw in data from the general ledger. 650 00:33:54,360 --> 00:33:56,250 And that includes trial balances, 651 00:33:56,250 --> 00:33:59,600 ledger inquiry reports and ledger activity. 652 00:33:59,600 --> 00:34:02,670 And then the last one here is the gift and endowment report. 653 00:34:02,670 --> 00:34:06,390 And that covers the PeopleSoft gift and endowment reports 654 00:34:06,390 --> 00:34:11,390 for funds 310, 311, 320, 321, 370 and 371. 655 00:34:17,800 --> 00:34:19,750 When you go to run a report, 656 00:34:19,750 --> 00:34:24,070 the first page that will pop up is your run control page. 657 00:34:24,070 --> 00:34:29,070 And this is where you select either a new, 658 00:34:31,510 --> 00:34:32,750 either an existing run control, 659 00:34:32,750 --> 00:34:35,400 or you create a new run control. 660 00:34:35,400 --> 00:34:38,290 And the run control is actually 661 00:34:38,290 --> 00:34:41,420 what stores the criteria for the report. 662 00:34:41,420 --> 00:34:44,330 So you can have multiple run controls, 663 00:34:44,330 --> 00:34:45,900 or you can use the same run control, 664 00:34:45,900 --> 00:34:48,610 but again, with using the same run control, 665 00:34:48,610 --> 00:34:50,220 you just wanna be aware 666 00:34:50,220 --> 00:34:51,720 that if you're running different reports, 667 00:34:51,720 --> 00:34:54,600 there are some reports that share data, 668 00:34:54,600 --> 00:34:59,600 and that criteria may carry over between those reports. 669 00:35:00,940 --> 00:35:04,510 So if you have a say, you're overseeing two departments, 670 00:35:04,510 --> 00:35:06,230 if you have a run control that you use 671 00:35:06,230 --> 00:35:10,620 for running the operating budget report for one department, 672 00:35:10,620 --> 00:35:13,320 you may not wanna use the same run control 673 00:35:13,320 --> 00:35:16,680 for running the operating report for a different department 674 00:35:16,680 --> 00:35:20,713 if you want to maintain that criteria within the report. 675 00:35:21,850 --> 00:35:24,380 So you would just enter your run control ID, 676 00:35:24,380 --> 00:35:26,880 or if you find it interesting one, you could, 677 00:35:26,880 --> 00:35:29,730 if you have an existing one, you can search. 678 00:35:29,730 --> 00:35:33,050 And then when you select your run control, 679 00:35:33,050 --> 00:35:37,970 this will then pull up the report criteria. 680 00:35:37,970 --> 00:35:41,940 And you can see on this run control ID at the top here 681 00:35:43,410 --> 00:35:47,680 is budget report is the run control ID. 682 00:35:47,680 --> 00:35:51,710 And then you would just, if it's an existing run control, 683 00:35:51,710 --> 00:35:53,940 it would populate all of this criteria. 684 00:35:53,940 --> 00:35:56,140 If it's a new run control, 685 00:35:56,140 --> 00:35:59,093 then you would have to select the criteria that you want. 686 00:36:02,470 --> 00:36:04,650 Once you've entered your criteria 687 00:36:04,650 --> 00:36:07,630 and clicked run on your report, 688 00:36:07,630 --> 00:36:11,180 the next thing you need to do is go to your process monitor. 689 00:36:11,180 --> 00:36:12,850 Again, there's multiple ways, 690 00:36:12,850 --> 00:36:14,120 and you can see them all here 691 00:36:14,120 --> 00:36:16,220 to access your process monitor. 692 00:36:16,220 --> 00:36:19,093 From your run page on your report, 693 00:36:19,980 --> 00:36:23,990 there is always a link to the process monitor. 694 00:36:23,990 --> 00:36:26,940 It's usually right here next to the run button. 695 00:36:26,940 --> 00:36:31,250 Another way is through your action menu at the top, 696 00:36:31,250 --> 00:36:33,623 you can click on process monitor there, 697 00:36:34,680 --> 00:36:39,040 in the tools group of the UVM business manager work center, 698 00:36:39,040 --> 00:36:42,070 there is a link and again, in the Navbar, 699 00:36:42,070 --> 00:36:46,073 there's also a link to the process monitor. 700 00:36:48,550 --> 00:36:50,693 Once you're in the process monitor, 701 00:36:51,750 --> 00:36:54,400 you have this refresh button here, 702 00:36:54,400 --> 00:36:57,070 which you may need to click pretty regularly 703 00:36:57,070 --> 00:36:59,800 because you want your run status 704 00:36:59,800 --> 00:37:03,920 and your distribution status to be success and posted. 705 00:37:03,920 --> 00:37:07,460 Once you have those statuses, 706 00:37:07,460 --> 00:37:10,680 then you can click on your details here, 707 00:37:10,680 --> 00:37:14,840 which will create pop up this window process details, 708 00:37:14,840 --> 00:37:17,650 and then you click on view log trace, 709 00:37:17,650 --> 00:37:20,960 and then that is this window here. 710 00:37:20,960 --> 00:37:25,400 And your output will either be in a PDF or CSV, 711 00:37:25,400 --> 00:37:27,503 which would be your Excel format, 712 00:37:28,435 --> 00:37:31,833 if you choose to run that report to Excel. 713 00:37:34,040 --> 00:37:36,890 So that's how you access your report information 714 00:37:36,890 --> 00:37:38,433 through the process monitor. 715 00:37:40,090 --> 00:37:43,910 And then you can also access it through the report manager. 716 00:37:43,910 --> 00:37:46,840 Again, there's several ways to access the report manager. 717 00:37:46,840 --> 00:37:48,610 When you're in the process monitor, 718 00:37:48,610 --> 00:37:51,710 you can click on the report manager hyperlink, 719 00:37:51,710 --> 00:37:53,640 or again in the tools 720 00:37:53,640 --> 00:37:57,040 of the business manager work center there's a link. 721 00:37:57,040 --> 00:38:00,020 And then you can also navigate there through the Navbar, 722 00:38:00,020 --> 00:38:04,023 by clicking on reporting tools and then report manager. 723 00:38:04,990 --> 00:38:09,090 And there are some reports, not very many, 724 00:38:09,090 --> 00:38:12,710 but most of them are what's called 725 00:38:12,710 --> 00:38:15,190 the BI publisher version of a report, 726 00:38:15,190 --> 00:38:19,190 that may not be accessible in the process monitor. 727 00:38:19,190 --> 00:38:21,930 You may actually have to log into the report manager. 728 00:38:21,930 --> 00:38:24,920 So if you go to your view log trace, 729 00:38:24,920 --> 00:38:28,150 and you do not see your report output there, 730 00:38:28,150 --> 00:38:30,250 you may just wanna go to your report manager 731 00:38:30,250 --> 00:38:32,483 and check to see if it's there. 732 00:38:34,170 --> 00:38:36,270 So PeopleSoft queries, 733 00:38:36,270 --> 00:38:37,630 queries, there are a tool 734 00:38:37,630 --> 00:38:40,840 to retrieve data from PeopleSoft based on criteria, 735 00:38:40,840 --> 00:38:43,040 which is either built into the query 736 00:38:43,040 --> 00:38:46,473 or you specify when you run that query. 737 00:38:47,600 --> 00:38:51,920 Most all users have the query viewer access, 738 00:38:51,920 --> 00:38:54,930 there's a few users that have the ability 739 00:38:54,930 --> 00:38:56,770 to create private queries, 740 00:38:56,770 --> 00:38:59,880 and then there's even fewer advanced users 741 00:38:59,880 --> 00:39:03,090 that have the ability to create public queries. 742 00:39:03,090 --> 00:39:04,130 But if you're a department 743 00:39:04,130 --> 00:39:07,090 has specific queries that you need to run, 744 00:39:07,090 --> 00:39:12,090 you can search for them either in this basic search here 745 00:39:12,230 --> 00:39:15,820 by just putting again, the default is query name, 746 00:39:15,820 --> 00:39:16,653 but there's also, 747 00:39:16,653 --> 00:39:19,770 I believe you can change that to query description. 748 00:39:19,770 --> 00:39:22,640 And so you can search for that there, 749 00:39:22,640 --> 00:39:24,500 or you can click on the advanced search 750 00:39:24,500 --> 00:39:28,453 and again, use the different criteria and operators. 751 00:39:29,340 --> 00:39:32,530 If you leave the fields blank and click on search, 752 00:39:32,530 --> 00:39:36,900 it will just give you a list of all of the queries 753 00:39:36,900 --> 00:39:38,830 that are available to you. 754 00:39:38,830 --> 00:39:41,900 Again, the access is limited 755 00:39:41,900 --> 00:39:44,913 based on what your security access is. 756 00:39:46,090 --> 00:39:49,530 So you may not have access to the same queries 757 00:39:49,530 --> 00:39:51,053 as one of your colleagues. 758 00:39:52,110 --> 00:39:53,640 If you can't see a query 759 00:39:53,640 --> 00:39:58,610 that you would expect to see, or that you need to use, 760 00:39:58,610 --> 00:40:02,190 then that would be a time to submit a footprint. 761 00:40:02,190 --> 00:40:04,030 You also, if you're looking at 762 00:40:04,030 --> 00:40:07,470 one of your colleagues queries, and it does say private, 763 00:40:07,470 --> 00:40:09,430 that may be an instance where 764 00:40:09,430 --> 00:40:11,710 they either created that query themselves, 765 00:40:11,710 --> 00:40:14,070 or they were provided access by another user 766 00:40:14,070 --> 00:40:15,510 to that private query. 767 00:40:15,510 --> 00:40:19,465 So you would have to reach out to that user 768 00:40:19,465 --> 00:40:21,843 to grant you access to that query. 769 00:40:25,320 --> 00:40:26,550 So when running queries, 770 00:40:26,550 --> 00:40:29,260 you have the option that you have several options, 771 00:40:29,260 --> 00:40:32,350 but the two main options are running to HTML 772 00:40:33,670 --> 00:40:36,100 or running to Excel. 773 00:40:36,100 --> 00:40:37,570 Running to HTML just means 774 00:40:37,570 --> 00:40:40,700 you run that query in your browser. 775 00:40:40,700 --> 00:40:43,460 Running to Excel means that that query, 776 00:40:43,460 --> 00:40:45,050 once you enter your criteria, 777 00:40:45,050 --> 00:40:48,070 if there are criteria to be entered, 778 00:40:48,070 --> 00:40:51,563 that it would run that it would just generate an Excel file. 779 00:40:52,890 --> 00:40:56,800 So when you click on either one of those hyperlinks, 780 00:40:56,800 --> 00:41:00,470 if there are parameters to be entered, specific criteria, 781 00:41:00,470 --> 00:41:02,810 then it would open up a new window. 782 00:41:02,810 --> 00:41:04,460 So you can see here, 783 00:41:04,460 --> 00:41:09,460 I clicked on running to HTML for this UV GL source list. 784 00:41:10,840 --> 00:41:15,351 So it's requiring some criteria and I just left the, 785 00:41:15,351 --> 00:41:16,950 I put the wildcard in there 786 00:41:16,950 --> 00:41:19,620 because I'm not searching for a specific source, 787 00:41:19,620 --> 00:41:22,700 I'm just searching for all sources that are active, 788 00:41:22,700 --> 00:41:25,650 and then I click on view results. 789 00:41:25,650 --> 00:41:28,470 And in this one, because I ran into HTML, 790 00:41:28,470 --> 00:41:30,853 it provides all of my results here. 791 00:41:32,380 --> 00:41:35,390 Then I can choose to run it to Excel 792 00:41:35,390 --> 00:41:38,440 or a text file or XML file 793 00:41:39,290 --> 00:41:42,170 by clicking either any of those hyperlinks. 794 00:41:42,170 --> 00:41:43,490 And then on the right hand side, 795 00:41:43,490 --> 00:41:47,530 you can see how many values there are in those results, 796 00:41:47,530 --> 00:41:49,910 and how many are being displayed. 797 00:41:49,910 --> 00:41:52,570 If you were to run this to Excel, 798 00:41:52,570 --> 00:41:54,320 it may take a little bit longer because 799 00:41:54,320 --> 00:41:56,430 not only is it trying to pull up the results, 800 00:41:56,430 --> 00:41:58,880 but it's also creating the Excel file. 801 00:41:58,880 --> 00:42:02,310 And depending on your web browser, 802 00:42:02,310 --> 00:42:05,170 I know Chrome usually has downloaded the bottoms, 803 00:42:05,170 --> 00:42:10,170 Firefox seems to even adding the PeopleSoft 804 00:42:10,430 --> 00:42:15,430 or even UVM as a safe website. 805 00:42:15,550 --> 00:42:17,290 It always seems to block those popups, 806 00:42:17,290 --> 00:42:20,033 so you have to access them from the top menu bar. 807 00:42:22,200 --> 00:42:25,763 So quick overview here of PeopleSoft HR, 808 00:42:27,790 --> 00:42:32,790 this is again, the UVM employee homepage for HR. 809 00:42:33,090 --> 00:42:36,453 You may see most of these tiles, 810 00:42:37,580 --> 00:42:41,570 the reports, inquiries or approvals and business manager, 811 00:42:41,570 --> 00:42:44,933 they may not be available to you based on your access, 812 00:42:46,112 --> 00:42:48,480 but the HR module, which is again, 813 00:42:48,480 --> 00:42:51,700 more common, it's referred to as HCM, 814 00:42:51,700 --> 00:42:54,233 UVM calls the HR human resources. 815 00:42:55,990 --> 00:42:59,750 It includes several things such as your payroll, 816 00:42:59,750 --> 00:43:02,390 direct deposit, benefits enrollment, 817 00:43:02,390 --> 00:43:04,690 training course registration, 818 00:43:04,690 --> 00:43:09,260 reporting time, exam time, vacation, sick otherly. 819 00:43:11,681 --> 00:43:16,681 So there are time and reporting functions 820 00:43:16,700 --> 00:43:19,030 that are done outside of HR, 821 00:43:19,030 --> 00:43:23,423 and again, that's through Kronos that feeds into HR. 822 00:43:25,860 --> 00:43:28,093 So for HR direct deposit, 823 00:43:29,220 --> 00:43:33,000 you would click on this payroll and tax page, 824 00:43:33,000 --> 00:43:33,967 and unfortunately, 825 00:43:33,967 --> 00:43:37,840 I can't go into showing the navigation for this 826 00:43:37,840 --> 00:43:41,313 because it does provide my banking information, 827 00:43:42,740 --> 00:43:45,900 but there is step-by-step instructions 828 00:43:45,900 --> 00:43:48,923 through the payroll tax services user guide, 829 00:43:49,970 --> 00:43:51,950 and that would be where you edit, 830 00:43:51,950 --> 00:43:54,683 add or edit your direct deposit information. 831 00:43:58,160 --> 00:44:00,244 And you, sorry, 832 00:44:00,244 --> 00:44:03,390 what you enter in your direct deposit for payroll 833 00:44:03,390 --> 00:44:07,610 automatically feeds over to finance, 834 00:44:07,610 --> 00:44:10,560 specifically what's called your balance account. 835 00:44:10,560 --> 00:44:12,590 It used to be your 999 account, 836 00:44:12,590 --> 00:44:13,730 but I believe is just referred 837 00:44:13,730 --> 00:44:16,600 to as your balance account now in HR. 838 00:44:16,600 --> 00:44:19,870 So if you do any sort of travel 839 00:44:19,870 --> 00:44:23,020 or you purchase something for your office personally, 840 00:44:23,020 --> 00:44:24,530 and you need to seek reimbursement, 841 00:44:24,530 --> 00:44:26,480 when you do your expense report, 842 00:44:26,480 --> 00:44:29,400 you would receive your direct deposit reimbursement 843 00:44:29,400 --> 00:44:32,020 via direct deposit, the same bank account 844 00:44:32,020 --> 00:44:34,253 that is your balance account in HR. 845 00:44:36,730 --> 00:44:38,403 So for time entry, 846 00:44:40,040 --> 00:44:44,790 there are several different types of time entry, 847 00:44:44,790 --> 00:44:49,130 depending on the type of employee that you are, 848 00:44:49,130 --> 00:44:50,620 or your staff may be. 849 00:44:50,620 --> 00:44:53,490 So there are user guides for entering your time 850 00:44:53,490 --> 00:44:58,050 as salary non-exempt salaried exempt, or a wage employee, 851 00:44:58,050 --> 00:45:01,363 and that's the same for approving time as well. 852 00:45:02,500 --> 00:45:06,970 So I do have a slide here for showing your, 853 00:45:06,970 --> 00:45:10,580 this is a time sheet in PeopleSoft, and there is, 854 00:45:10,580 --> 00:45:13,610 this is a good place to look up your employee ID. 855 00:45:13,610 --> 00:45:16,100 If you don't know your employee ID 856 00:45:16,100 --> 00:45:18,580 off the top of your head, when you go to submit your time, 857 00:45:18,580 --> 00:45:21,520 that will generate at the top. 858 00:45:21,520 --> 00:45:24,660 One thing to make sure to take note of is that 859 00:45:24,660 --> 00:45:26,370 you're on the correct week 860 00:45:26,370 --> 00:45:31,370 and you can change the week previous or next here, 861 00:45:31,740 --> 00:45:32,573 but you just wanna make sure 862 00:45:32,573 --> 00:45:34,410 you're using the correct dates. 863 00:45:34,410 --> 00:45:38,850 As far as entering data into these fields, 864 00:45:38,850 --> 00:45:42,240 you wanna refer to one of those user guides 865 00:45:42,240 --> 00:45:45,790 based on your employee status. 866 00:45:45,790 --> 00:45:49,490 Another thing that's great about this reporting time page 867 00:45:49,490 --> 00:45:51,060 is that you can see 868 00:45:51,060 --> 00:45:54,870 your leave and compensatory time balances. 869 00:45:54,870 --> 00:45:58,300 So if you have sick time, vacation time, personal time, 870 00:45:58,300 --> 00:46:01,523 all of that information is available to you right here. 871 00:46:04,200 --> 00:46:07,460 For approving time, specifically, 872 00:46:07,460 --> 00:46:10,480 I'm showing for approving time for faculty and staff, 873 00:46:10,480 --> 00:46:12,750 if you approve time for students 874 00:46:12,750 --> 00:46:17,750 or some other work-study employees, 875 00:46:17,867 --> 00:46:19,653 this will be different, 876 00:46:21,090 --> 00:46:24,230 but this is the approval page. 877 00:46:24,230 --> 00:46:27,610 And in the reports to position number, 878 00:46:27,610 --> 00:46:29,670 that's where you would wanna filter that out 879 00:46:29,670 --> 00:46:31,430 based on your position number, 880 00:46:31,430 --> 00:46:34,460 and you can click get employees. 881 00:46:34,460 --> 00:46:36,950 I am working with payroll to add more detail 882 00:46:36,950 --> 00:46:39,220 into this for the tips and personalizations. 883 00:46:39,220 --> 00:46:42,350 So you can change your search criteria, 884 00:46:42,350 --> 00:46:45,297 narrow down some of your search criteria here, 885 00:46:45,297 --> 00:46:47,760 also setting some defaults. 886 00:46:47,760 --> 00:46:51,080 So that way you can set your default position number 887 00:46:51,970 --> 00:46:53,570 and it'll automatically generate 888 00:46:53,570 --> 00:46:55,680 every time you navigate to that page. 889 00:46:55,680 --> 00:46:57,870 So we are working on more details 890 00:46:57,870 --> 00:47:02,193 for the tips and personalization for HR time approval. 891 00:47:03,630 --> 00:47:08,440 So PeopleSoft finance is the bulkier of the two systems. 892 00:47:08,440 --> 00:47:10,820 It includes accounts payable, 893 00:47:10,820 --> 00:47:12,540 which is the record of money 894 00:47:12,540 --> 00:47:15,560 that the university owes outside vendors, 895 00:47:15,560 --> 00:47:18,760 and that's managed by the disbursement center. 896 00:47:18,760 --> 00:47:20,440 There's accounts receivable, 897 00:47:20,440 --> 00:47:21,830 that is the record of money 898 00:47:21,830 --> 00:47:24,340 that is actually owed to the university, 899 00:47:24,340 --> 00:47:27,180 and that's managed by both, excuse me, 900 00:47:27,180 --> 00:47:30,530 financial recording and cost accounting services, 901 00:47:30,530 --> 00:47:31,560 they just merged, 902 00:47:31,560 --> 00:47:33,960 so I need to make sure I get that name correct, 903 00:47:33,960 --> 00:47:36,623 and sponsored project administration. 904 00:47:37,990 --> 00:47:39,810 Asset management, 905 00:47:39,810 --> 00:47:42,600 that's the assets that are purchased for long-term use 906 00:47:42,600 --> 00:47:45,400 and are not likely to be converted quickly into cash, 907 00:47:45,400 --> 00:47:47,720 such as land, buildings, equipments, 908 00:47:47,720 --> 00:47:48,970 and that's also managed 909 00:47:48,970 --> 00:47:51,743 by financial reporting and cost accounting services. 910 00:47:53,020 --> 00:47:55,123 Then there's, excuse me, here. 911 00:47:56,340 --> 00:47:58,850 There's cash management and treasury, 912 00:47:58,850 --> 00:48:02,840 that's the university's banking relationship cash advances, 913 00:48:02,840 --> 00:48:06,100 and they're all housed in the cash management, 914 00:48:06,100 --> 00:48:08,603 and that's managed by treasury services. 915 00:48:09,470 --> 00:48:13,440 Commitment controls is part of PeopleSoft financials 916 00:48:13,440 --> 00:48:16,570 that deals with the budgets reports 917 00:48:16,570 --> 00:48:18,030 drawn on commitment controls, 918 00:48:18,030 --> 00:48:21,950 generally show the budget, revenue and expenses. 919 00:48:21,950 --> 00:48:24,100 And that is kind of overseen by the, 920 00:48:24,100 --> 00:48:27,870 again, the financial reporting and cost accounting services. 921 00:48:27,870 --> 00:48:31,670 General ledger is your actual ledger, 922 00:48:31,670 --> 00:48:35,459 and that represents the table in PeopleSoft 923 00:48:35,459 --> 00:48:39,470 where all non-budget financial transactions are posted. 924 00:48:39,470 --> 00:48:41,510 And again, that's managed 925 00:48:41,510 --> 00:48:44,203 by financial reporting and cost accounting services. 926 00:48:45,460 --> 00:48:47,560 And then you have purchasing and e-procurement, 927 00:48:47,560 --> 00:48:49,900 which is managed by purchasing services. 928 00:48:49,900 --> 00:48:51,880 That includes your requisitions, 929 00:48:51,880 --> 00:48:54,320 which are requests for orders to be placed with vendors, 930 00:48:54,320 --> 00:48:57,380 for goods or services and your purchase orders, 931 00:48:57,380 --> 00:48:59,193 which is your legal contract, 932 00:48:59,193 --> 00:49:01,960 prepared it in advance of a purchase. 933 00:49:01,960 --> 00:49:05,370 Again, those are both managed by purchasing services. 934 00:49:05,370 --> 00:49:07,510 And then you also have your travel and expense, 935 00:49:07,510 --> 00:49:09,440 that's your employee reimbursements 936 00:49:09,440 --> 00:49:14,120 for either travel or business expenses paid out of pocket, 937 00:49:14,120 --> 00:49:16,740 and that's again, managed by disbursement center. 938 00:49:16,740 --> 00:49:18,090 So all of those units 939 00:49:18,090 --> 00:49:21,123 are within university financial services. 940 00:49:23,490 --> 00:49:26,680 And then some commonly used terms to be aware of 941 00:49:26,680 --> 00:49:29,630 when using PeopleSoft is your chart field. 942 00:49:29,630 --> 00:49:31,610 So that's an individual field representing 943 00:49:31,610 --> 00:49:34,280 a portion of your accounting structure, 944 00:49:34,280 --> 00:49:35,670 and then your chart string, 945 00:49:35,670 --> 00:49:39,510 which is the set of chart fields strung together, 946 00:49:39,510 --> 00:49:41,378 representing the proper categorization 947 00:49:41,378 --> 00:49:44,323 of financial transactions. 948 00:49:45,480 --> 00:49:47,920 Combination editing that certain rules 949 00:49:47,920 --> 00:49:51,573 that govern which chart field combinations are valid, 950 00:49:51,573 --> 00:49:55,850 UVM mainly uses department and operating unit. 951 00:49:55,850 --> 00:50:00,850 So if you enter a journal entry for department 952 00:50:01,500 --> 00:50:03,870 and an operating unit, you may get an error, 953 00:50:03,870 --> 00:50:07,960 if you enter the wrong operating or department, 954 00:50:07,960 --> 00:50:10,223 that those two items don't line up. 955 00:50:11,750 --> 00:50:13,700 A journal is the official record 956 00:50:13,700 --> 00:50:15,830 of the financial transaction. 957 00:50:15,830 --> 00:50:18,460 And each transaction that occurs 958 00:50:18,460 --> 00:50:19,760 within PeopleSoft financials 959 00:50:19,760 --> 00:50:22,803 creates a journal or a set of journals. 960 00:50:23,770 --> 00:50:27,380 Another important term to remember is effective dating, 961 00:50:27,380 --> 00:50:29,760 an effective date is a date upon which 962 00:50:29,760 --> 00:50:33,400 a piece of information becomes valid or effective. 963 00:50:33,400 --> 00:50:35,523 This is especially important, 964 00:50:36,670 --> 00:50:39,020 because when you attach a dates to that information, 965 00:50:39,020 --> 00:50:42,160 it'll show the progression of time. 966 00:50:42,160 --> 00:50:47,160 So in this example, animal sciences in 2015, 967 00:50:47,510 --> 00:50:50,510 changed the name to animal veterinary sciences. 968 00:50:50,510 --> 00:50:54,600 So if you search for that department number of 52010 969 00:50:54,600 --> 00:50:58,450 prior to 2015, it'll reflect as animal sciences, 970 00:50:58,450 --> 00:50:59,663 but anytime after, 971 00:51:00,853 --> 00:51:03,940 the beginning of that fiscal year for 2015, 972 00:51:03,940 --> 00:51:07,230 it overflow as animal and veterinary sciences. 973 00:51:07,230 --> 00:51:10,250 And again, in the tips and personalizations, 974 00:51:10,250 --> 00:51:12,200 when we start talking about accounting tags, 975 00:51:12,200 --> 00:51:16,283 that's effective dating is also important there as well. 976 00:51:19,270 --> 00:51:20,790 So budget checking, 977 00:51:20,790 --> 00:51:23,370 this is probably one of the number one errors 978 00:51:23,370 --> 00:51:25,907 people run into in finance 979 00:51:25,907 --> 00:51:28,560 is when you're entering a transaction, 980 00:51:28,560 --> 00:51:31,070 you may get a budget checking error. 981 00:51:31,070 --> 00:51:36,070 So this screen here provides the common errors that you get, 982 00:51:36,130 --> 00:51:41,130 excuse me, and then some processes to resolve them. 983 00:51:42,170 --> 00:51:45,000 And really a budget check is, 984 00:51:45,000 --> 00:51:48,110 budget checking, it's a process in PeopleSoft 985 00:51:48,110 --> 00:51:51,150 that ensures that there's available funds 986 00:51:51,150 --> 00:51:54,400 and that the chart string has exists 987 00:51:54,400 --> 00:51:56,513 for those funds to be expensed. 988 00:51:58,220 --> 00:52:00,783 So there, as you can see here, 989 00:52:03,060 --> 00:52:06,570 so when you have a non-controlled budget, 990 00:52:06,570 --> 00:52:09,120 this is just a warning. 991 00:52:09,120 --> 00:52:11,040 So you should still be able to have 992 00:52:11,040 --> 00:52:13,800 a valid budget checking error and warnings, 993 00:52:13,800 --> 00:52:16,703 I hate to say that can be ignored, but really they can. 994 00:52:18,170 --> 00:52:20,520 It still gives you a valid budget checking, 995 00:52:20,520 --> 00:52:22,800 it still give you valid status, 996 00:52:22,800 --> 00:52:27,000 but you want to be aware that you didn't have that warning. 997 00:52:27,000 --> 00:52:31,040 A budget is closed, usually that's because 998 00:52:31,040 --> 00:52:34,630 that project is no longer open, 999 00:52:34,630 --> 00:52:37,260 you can no longer expense to it. 1000 00:52:37,260 --> 00:52:40,900 And then these exceeds what a tolerance or no budget exists, 1001 00:52:40,900 --> 00:52:42,440 or out of bounds. 1002 00:52:42,440 --> 00:52:44,260 And this ledger group here, 1003 00:52:44,260 --> 00:52:47,150 the SP is usually sponsored projects 1004 00:52:47,150 --> 00:52:49,830 where the ops isn't operating. 1005 00:52:49,830 --> 00:52:52,240 So if you have an SP budget error, 1006 00:52:52,240 --> 00:52:57,240 you usually wanna contact spa or your spa administrator. 1007 00:53:01,420 --> 00:53:03,653 So expense report status, 1008 00:53:04,920 --> 00:53:06,690 the expense reports, cash advances, 1009 00:53:06,690 --> 00:53:09,730 and travel authorizations, all flow through financials. 1010 00:53:09,730 --> 00:53:11,260 And then one of the most common questions 1011 00:53:11,260 --> 00:53:14,280 we get for that area is 1012 00:53:14,280 --> 00:53:17,210 what's the status of an expense report? 1013 00:53:17,210 --> 00:53:21,520 And to do that, you can actually go to the expense tile 1014 00:53:21,520 --> 00:53:23,180 and click on expense history, 1015 00:53:23,180 --> 00:53:28,040 and it'll show you all of your previous expense reports. 1016 00:53:28,040 --> 00:53:30,050 One thing to make note of though, 1017 00:53:30,050 --> 00:53:33,860 is that the default is six months, 1018 00:53:33,860 --> 00:53:35,680 is to only view six months. 1019 00:53:35,680 --> 00:53:38,240 So you may need to go and change 1020 00:53:38,240 --> 00:53:41,210 what the display setting is there. 1021 00:53:41,210 --> 00:53:45,580 And you can see that the status of the expense report 1022 00:53:45,580 --> 00:53:49,813 is directly in the column next to the expense report there. 1023 00:53:54,146 --> 00:53:56,480 PeopleSoft user guides. 1024 00:53:56,480 --> 00:53:58,950 There are so many user guides 1025 00:53:58,950 --> 00:54:03,320 and there are so many ways to access user guides. 1026 00:54:03,320 --> 00:54:05,850 ETS has been very kind and put direct links 1027 00:54:05,850 --> 00:54:08,160 to both HR and finance user guides 1028 00:54:08,160 --> 00:54:11,490 on the PeopleSoft catalysts page here, 1029 00:54:11,490 --> 00:54:14,700 along with many of the other helpful links. 1030 00:54:14,700 --> 00:54:18,317 There's also a direct link to the user guides 1031 00:54:18,317 --> 00:54:20,370 and the division of finance page. 1032 00:54:20,370 --> 00:54:23,130 And you can see here, 1033 00:54:23,130 --> 00:54:26,780 that is the listing of all and I'm just gonna go here. 1034 00:54:31,220 --> 00:54:32,053 There we go. 1035 00:54:32,053 --> 00:54:36,320 So this is that page on the web here. 1036 00:54:36,320 --> 00:54:39,380 You can see if you click and expand these, 1037 00:54:39,380 --> 00:54:41,230 all of the different user guides 1038 00:54:41,230 --> 00:54:43,053 for accounting and reporting, 1039 00:54:44,873 --> 00:54:49,420 budgeting, effort reporting, so on and so forth. 1040 00:54:49,420 --> 00:54:54,420 If you are reviewing a PeopleSoft user guide, 1041 00:54:54,890 --> 00:54:58,481 any navigation that's referenced in that user guide, 1042 00:54:58,481 --> 00:55:03,430 any inquiry report query will all be available 1043 00:55:03,430 --> 00:55:06,800 in the UVM business manager work center. 1044 00:55:06,800 --> 00:55:09,150 So if you're looking for a query, 1045 00:55:09,150 --> 00:55:10,730 you can go to that work center 1046 00:55:10,730 --> 00:55:13,083 and it will be in that queries grouplet. 1047 00:55:17,430 --> 00:55:21,040 So the finance business managers reference guide, 1048 00:55:21,040 --> 00:55:22,420 this is really great for anybody 1049 00:55:22,420 --> 00:55:25,423 that has kind of a business manager type role. 1050 00:55:26,511 --> 00:55:31,511 Just go here, go here. 1051 00:55:33,700 --> 00:55:38,323 And again, this is located on the division of finance page. 1052 00:55:39,410 --> 00:55:42,690 So this has some onboarding tasks. 1053 00:55:42,690 --> 00:55:44,850 So if you are a new business manager 1054 00:55:44,850 --> 00:55:48,760 or a financial manager person, or you have new staff, 1055 00:55:48,760 --> 00:55:51,200 that's gonna be in that similar role, 1056 00:55:51,200 --> 00:55:52,811 this gives you a list of tasks 1057 00:55:52,811 --> 00:55:56,130 to have completed for that person 1058 00:55:56,130 --> 00:56:00,060 that will kind of make that onboarding a lot easier, 1059 00:56:00,060 --> 00:56:03,530 specifically, your access, PeopleSoft access, 1060 00:56:03,530 --> 00:56:05,563 the duo authentication, 1061 00:56:06,640 --> 00:56:11,400 the making sure you have the business manager work centers, 1062 00:56:11,400 --> 00:56:16,310 this class, as well as the tips and personalizations class, 1063 00:56:17,920 --> 00:56:21,180 subscribing to the listserv, Axiom access, 1064 00:56:21,180 --> 00:56:22,955 so on and so forth here. 1065 00:56:22,955 --> 00:56:25,530 This list goes on. 1066 00:56:25,530 --> 00:56:29,310 And then it also has some monthly financial processes, 1067 00:56:29,310 --> 00:56:32,530 the closing schedule, as well as the user guide, 1068 00:56:32,530 --> 00:56:35,070 and then also your quarterly processes 1069 00:56:35,070 --> 00:56:38,503 and annual and biannual financial processes. 1070 00:56:48,230 --> 00:56:50,940 Alright and then PeopleSoft support. 1071 00:56:50,940 --> 00:56:53,570 If you ever encounter any issues 1072 00:56:54,420 --> 00:56:57,360 that you are unable to resolve or you're on your own, 1073 00:56:57,360 --> 00:56:59,570 or with the help of a colleague, 1074 00:56:59,570 --> 00:57:02,060 you can enter a PeopleSoft ticket 1075 00:57:02,060 --> 00:57:06,590 again on this catalyst page or the portal page here, 1076 00:57:06,590 --> 00:57:10,000 is a link to the help desk footprints, 1077 00:57:10,000 --> 00:57:13,790 I also showed earlier how you can access them 1078 00:57:13,790 --> 00:57:16,930 from the my UVM or just searching for them. 1079 00:57:16,930 --> 00:57:19,705 Things you might want to include in detail 1080 00:57:19,705 --> 00:57:24,430 in that footprint ticket is maybe a screenshot of 1081 00:57:24,430 --> 00:57:27,430 if you received an error, what that error is, 1082 00:57:27,430 --> 00:57:28,330 which system you're in, 1083 00:57:28,330 --> 00:57:31,483 make sure you let us know whether you're in finance or HR. 1084 00:57:33,290 --> 00:57:35,650 What again, what that error message said, 1085 00:57:35,650 --> 00:57:37,770 and when you do a screen, if you do a screenshot, 1086 00:57:37,770 --> 00:57:38,950 you can do one of the error message, 1087 00:57:38,950 --> 00:57:40,410 make sure you include your whole page, 1088 00:57:40,410 --> 00:57:43,020 that'll help us know where you actually are navigating, 1089 00:57:43,020 --> 00:57:45,493 what your navigation is, what pages you're on, 1090 00:57:47,210 --> 00:57:49,150 and then also let us know if this is something 1091 00:57:49,150 --> 00:57:52,240 that you've been successfully able to do in the past. 1092 00:57:52,240 --> 00:57:54,440 If so, how long ago it was, you know, 1093 00:57:54,440 --> 00:57:58,080 maybe there was a change in your access, that sort of thing. 1094 00:57:58,080 --> 00:58:02,500 And again, what menu items that you're using. 1095 00:58:02,500 --> 00:58:06,163 So again, that could be a screenshot of the full page. 1096 00:58:08,180 --> 00:58:10,780 And then PeopleSoft classes. 1097 00:58:10,780 --> 00:58:13,640 We have PeopleSoft tips and personalization 1098 00:58:13,640 --> 00:58:17,880 is the next class, like next iteration to this class, 1099 00:58:17,880 --> 00:58:20,370 this used to be a three-hour class, 1100 00:58:20,370 --> 00:58:22,790 and it consisted of PeopleSoft basics 1101 00:58:22,790 --> 00:58:24,800 and the tips and personalizations, 1102 00:58:24,800 --> 00:58:26,890 and it was one way too long, 1103 00:58:26,890 --> 00:58:29,320 and it would cover way too much. 1104 00:58:29,320 --> 00:58:32,033 So we kind of, we split it out, made it shorter. 1105 00:58:33,420 --> 00:58:35,670 So if you are super comfortable 1106 00:58:35,670 --> 00:58:37,300 with this PeopleSoft basics class, 1107 00:58:37,300 --> 00:58:39,900 this, you know, you want more, 1108 00:58:39,900 --> 00:58:44,900 your PeopleSoft tips and personalizations is the way to go. 1109 00:58:45,290 --> 00:58:46,820 Again, we go into detail, 1110 00:58:46,820 --> 00:58:49,480 as far as creating accounting tags, 1111 00:58:49,480 --> 00:58:51,080 setting up your favorites, 1112 00:58:51,080 --> 00:58:56,080 your personalizations for your homepages, for work centers, 1113 00:58:56,130 --> 00:59:00,743 a lot more detail, as far as, excuse me, 1114 00:59:02,490 --> 00:59:03,890 ways to use PeopleSoft, 1115 00:59:03,890 --> 00:59:06,130 to make your life a little bit more easier, 1116 00:59:06,130 --> 00:59:09,150 and hopefully streamlined some of your individual processes. 1117 00:59:09,150 --> 00:59:12,800 And again, you can go into PeopleSoft HR, 1118 00:59:12,800 --> 00:59:15,120 click on the UVM learning and degrees, 1119 00:59:15,120 --> 00:59:16,300 and you can search by the course, 1120 00:59:16,300 --> 00:59:18,120 I have the course number there, 1121 00:59:18,120 --> 00:59:19,970 or you can just search by PeopleSoft. 1122 00:59:22,250 --> 00:59:26,240 So that is that next class, 1123 00:59:26,240 --> 00:59:30,400 there's also some financial classes available, 1124 00:59:30,400 --> 00:59:32,110 and I have links 1125 00:59:32,110 --> 00:59:36,990 to the professional development classes at a glance, 1126 00:59:36,990 --> 00:59:38,790 and then again, registering for them. 1127 00:59:38,790 --> 00:59:43,790 I also believe if you are on this user guides page here, 1128 00:59:49,680 --> 00:59:53,340 there used to be a direct link to training. 1129 00:59:53,340 --> 00:59:55,883 So on this training page here, 1130 00:59:57,400 --> 00:59:59,620 you have the user guides, classrooms, 1131 00:59:59,620 --> 01:00:01,373 learnings department trainings. 1132 01:00:02,950 --> 01:00:05,665 I know payroll for instance, 1133 01:00:05,665 --> 01:00:09,040 will do one-on-one trainings for HR related, 1134 01:00:09,040 --> 01:00:11,830 so if you're an approver and you would like 1135 01:00:11,830 --> 01:00:16,120 some additional training contact payroll services directly, 1136 01:00:16,120 --> 01:00:17,660 they are more than willing to provide 1137 01:00:17,660 --> 01:00:20,120 any sort of one-on-one training, 1138 01:00:20,120 --> 01:00:22,330 financial reporting and accounting services. 1139 01:00:22,330 --> 01:00:24,360 I know I'm involved with three classes 1140 01:00:24,360 --> 01:00:25,733 that they're teaching. 1141 01:00:26,710 --> 01:00:31,420 So again, there's links here for classroom training, 1142 01:00:31,420 --> 01:00:33,030 and some of those financial reporting 1143 01:00:33,030 --> 01:00:34,260 and accounting services classes 1144 01:00:34,260 --> 01:00:37,640 are going to be in-person hands-on. 1145 01:00:37,640 --> 01:00:40,320 And hopefully going forward, 1146 01:00:40,320 --> 01:00:42,640 the PeopleSoft tips and personalizations class 1147 01:00:42,640 --> 01:00:45,063 will be able to be hands-on as well. 1148 01:00:46,970 --> 01:00:51,970 So I did leave some time here for questions, 1149 01:00:52,360 --> 01:00:56,480 or also people want me to demonstrate anything, 1150 01:00:56,480 --> 01:01:00,230 unfortunately, because we didn't have the option 1151 01:01:00,230 --> 01:01:02,350 to have this class in person, 1152 01:01:02,350 --> 01:01:05,970 I had to take out any hands on navigation, 1153 01:01:05,970 --> 01:01:08,270 usually we would have people log into a test environment 1154 01:01:08,270 --> 01:01:11,780 and do the navigation themselves. 1155 01:01:11,780 --> 01:01:15,500 But if you would like to see any specific navigation 1156 01:01:15,500 --> 01:01:18,950 or functionality, now's the time we have, 1157 01:01:18,950 --> 01:01:21,083 I left plenty of time for that. 1158 01:01:22,900 --> 01:01:23,770 Lindsey you're welcome, 1159 01:01:23,770 --> 01:01:25,543 am glad you found this informative. 1160 01:01:26,886 --> 01:01:29,480 - [BT] Tiffany, can you show me 1161 01:01:29,480 --> 01:01:30,463 the report manager? 1162 01:01:31,410 --> 01:01:33,430 - The report manager? Yes. 1163 01:01:33,430 --> 01:01:37,700 So let me go to PeopleSoft here. 1164 01:01:37,700 --> 01:01:40,273 So if we were going to run a report, 1165 01:01:41,785 --> 01:01:44,670 and then try to access it through the report manager, 1166 01:01:44,670 --> 01:01:47,310 again, I can go to here to the navigator, 1167 01:01:47,310 --> 01:01:50,320 or I could go to the UVM business manager work center, 1168 01:01:50,320 --> 01:01:54,303 which I will do, and then go to links tools, 1169 01:01:58,250 --> 01:02:00,500 and then report manager. 1170 01:02:00,500 --> 01:02:02,580 So here, this looks very similar 1171 01:02:02,580 --> 01:02:05,190 to the process manager screen, 1172 01:02:05,190 --> 01:02:09,053 and you can see the reports are listed here, 1173 01:02:10,280 --> 01:02:11,113 and I'm just searching, 1174 01:02:11,113 --> 01:02:15,240 this just populates the last reports that I've run. 1175 01:02:15,240 --> 01:02:20,240 And so this one actually does not provide a report, 1176 01:02:21,540 --> 01:02:23,063 let me see if I have one here. 1177 01:02:24,219 --> 01:02:28,827 I know I've done some, I do go back a few days here. 1178 01:02:36,670 --> 01:02:38,860 So all of my processing. 1179 01:02:38,860 --> 01:02:40,210 So this is a report manager. 1180 01:02:40,210 --> 01:02:42,820 If you did have a report here, 1181 01:02:46,200 --> 01:02:48,320 so this is the log you can click on, 1182 01:02:48,320 --> 01:02:51,540 this gives you some details about the report. 1183 01:02:51,540 --> 01:02:53,880 This was a journal important. 1184 01:02:53,880 --> 01:02:57,960 So it doesn't give me much information unfortunately, 1185 01:02:57,960 --> 01:03:01,320 I haven't run any that provide dates, 1186 01:03:01,320 --> 01:03:03,270 let me see if I can run one real quick. 1187 01:03:04,760 --> 01:03:08,993 Go home here, go to here. 1188 01:03:13,060 --> 01:03:15,833 So if I click on reports and processes, 1189 01:03:17,240 --> 01:03:20,932 so in the meantime, when you run save reports, 1190 01:03:20,932 --> 01:03:22,182 I'm just gonna open this. 1191 01:03:23,054 --> 01:03:24,000 When you run save reports, 1192 01:03:24,000 --> 01:03:26,850 they auto-populate to most recent data 1193 01:03:26,850 --> 01:03:29,650 or only display data from the last time that you ran it. 1194 01:03:31,684 --> 01:03:34,990 Emily, can you clarify that for me? 1195 01:03:34,990 --> 01:03:39,990 So if you have a report saved and you go to run it, 1196 01:03:41,070 --> 01:03:41,903 are you talking about 1197 01:03:41,903 --> 01:03:44,770 when you go to that report manager or process manager? 1198 01:03:44,770 --> 01:03:46,500 Is it there? 1199 01:03:46,500 --> 01:03:51,500 - Yeah, so when you go to process monitor, right, 1200 01:03:53,730 --> 01:03:56,400 or actually when you just go to your favorites 1201 01:03:56,400 --> 01:04:00,430 and your list of reports that you generally run are there, 1202 01:04:00,430 --> 01:04:05,050 and you click on it, will it, 1203 01:04:05,050 --> 01:04:06,800 actually that answers that question. 1204 01:04:06,800 --> 01:04:08,610 But when you go to process monitor, 1205 01:04:08,610 --> 01:04:10,600 I guess is what I'm asking, 1206 01:04:10,600 --> 01:04:12,310 is it only gonna display the data 1207 01:04:12,310 --> 01:04:13,830 from the last time that you ran it, 1208 01:04:13,830 --> 01:04:17,820 or will it auto-populate to where you're at now? 1209 01:04:17,820 --> 01:04:21,210 - So in the process monitor, and you'll see here 1210 01:04:23,210 --> 01:04:24,833 as I run this report on. 1211 01:04:26,910 --> 01:04:30,920 So your process monitor will display, 1212 01:04:30,920 --> 01:04:34,430 usually it's a timeframe, but at the top, 1213 01:04:34,430 --> 01:04:36,380 it will have your most recent. 1214 01:04:36,380 --> 01:04:41,380 And what's retained in the process monitor is, 1215 01:04:42,379 --> 01:04:44,069 I'm just gonna pick a tree node here, 1216 01:04:44,069 --> 01:04:48,187 I think it's only like six months. 1217 01:04:48,187 --> 01:04:49,020 - Okay. 1218 01:04:51,750 --> 01:04:54,113 - It's not, let me just do this here. 1219 01:05:02,792 --> 01:05:05,292 And then run this report here. 1220 01:05:06,890 --> 01:05:08,860 So now you can see, as I run this report, 1221 01:05:08,860 --> 01:05:10,270 it gives me a process instance, 1222 01:05:10,270 --> 01:05:12,330 and then I go to my process monitor. 1223 01:05:12,330 --> 01:05:16,110 So, because I have five years here, 1224 01:05:16,110 --> 01:05:17,900 you think it would show five years of data, 1225 01:05:17,900 --> 01:05:18,733 but it don't like, 1226 01:05:18,733 --> 01:05:21,113 I think it only goes back actually six months. 1227 01:05:22,270 --> 01:05:25,080 And then at the very top of the page 1228 01:05:25,080 --> 01:05:28,850 is my most recent instance that I would run. 1229 01:05:28,850 --> 01:05:30,860 And if I wanna look to see 1230 01:05:30,860 --> 01:05:34,440 the last time I run this budget report, 1231 01:05:34,440 --> 01:05:38,510 I can copy this process name 1232 01:05:38,510 --> 01:05:40,513 into this name field, oops! 1233 01:05:42,960 --> 01:05:44,960 And refresh here, 1234 01:05:44,960 --> 01:05:46,730 and it'll show me all the times 1235 01:05:46,730 --> 01:05:49,310 that I've run that budget report. 1236 01:05:49,310 --> 01:05:51,350 So then, so if you're looking for when you ran it, 1237 01:05:51,350 --> 01:05:53,060 you know, three months ago, 1238 01:05:53,060 --> 01:05:54,910 you can search by that process name 1239 01:05:54,910 --> 01:05:57,410 and that'll show you here. 1240 01:05:57,410 --> 01:06:01,060 So now you can see this status is accessed and posted, 1241 01:06:01,060 --> 01:06:05,293 I can go to the report manager and click on it here, 1242 01:06:06,760 --> 01:06:07,900 and then you can see 1243 01:06:07,900 --> 01:06:12,150 it's a PDF version of that operating budget report. 1244 01:06:12,150 --> 01:06:13,940 - Right, but again, it's just gonna be 1245 01:06:13,940 --> 01:06:16,750 from the time that you ran that. 1246 01:06:16,750 --> 01:06:18,140 So I guess, you know, 1247 01:06:18,140 --> 01:06:20,580 when I'd run a work study award report, 1248 01:06:20,580 --> 01:06:24,370 rather than running that every payroll, 1249 01:06:24,370 --> 01:06:26,070 once the payroll has posted, 1250 01:06:26,070 --> 01:06:29,010 I was wondering if I could go to process monitor 1251 01:06:29,010 --> 01:06:31,210 and just click on that. 1252 01:06:31,210 --> 01:06:34,020 - No, you have to re-run your report. 1253 01:06:34,020 --> 01:06:36,780 - Okay, thank you that was the question. 1254 01:06:36,780 --> 01:06:38,210 Okay. - Yeah. 1255 01:06:38,210 --> 01:06:39,900 So that you can, again, 1256 01:06:39,900 --> 01:06:42,690 I could access it through that report manager, 1257 01:06:42,690 --> 01:06:46,460 or I can go back to this process monitor 1258 01:06:46,460 --> 01:06:51,460 and click on the details and then go to the view trace log, 1259 01:06:52,460 --> 01:06:55,733 and then click on the PDF version there. 1260 01:06:56,700 --> 01:06:59,350 And if I chose to, when I was running my report, 1261 01:06:59,350 --> 01:07:01,453 I could have also run it to Excel. 1262 01:07:05,970 --> 01:07:08,963 So I have tons of windows open here. 1263 01:07:12,570 --> 01:07:16,643 So this, again, this is the UVM homepage for finance, 1264 01:07:17,720 --> 01:07:20,110 and you can see if I click 1265 01:07:20,110 --> 01:07:22,190 on the business manager work center, 1266 01:07:22,190 --> 01:07:24,980 I do have some personalizations here. 1267 01:07:24,980 --> 01:07:28,970 One process that I run is the PO role 1268 01:07:28,970 --> 01:07:30,420 at the end of the fiscal year. 1269 01:07:30,420 --> 01:07:33,040 So I customized the work center 1270 01:07:33,040 --> 01:07:38,040 to have this group of links that are specific 1271 01:07:39,300 --> 01:07:41,020 to running that process. 1272 01:07:41,020 --> 01:07:43,650 And then I also, again, have a group of queries 1273 01:07:43,650 --> 01:07:45,860 that are specific to running that process. 1274 01:07:45,860 --> 01:07:48,060 And we can go again, 1275 01:07:48,060 --> 01:07:49,790 the tips and personalization class 1276 01:07:49,790 --> 01:07:53,070 goes into not only creating your own groups, 1277 01:07:53,070 --> 01:07:57,210 but personalizing how to open and close, 1278 01:07:57,210 --> 01:07:59,240 you know, all kinds of different settings 1279 01:07:59,240 --> 01:08:03,233 for the work centers home pages, so on and so forth. 1280 01:08:05,360 --> 01:08:06,470 And then you can see here, 1281 01:08:06,470 --> 01:08:08,960 I have multiple homepages 1282 01:08:08,960 --> 01:08:13,198 based on my access and tips and personalizations, 1283 01:08:13,198 --> 01:08:17,050 will go into actually creating your own homepage 1284 01:08:17,050 --> 01:08:18,500 for some folks that may be useful. 1285 01:08:18,500 --> 01:08:20,180 I always refer to fiscal year end 1286 01:08:20,180 --> 01:08:25,010 as a great way to either have a homepage 1287 01:08:25,010 --> 01:08:28,000 or have a personalization 1288 01:08:28,000 --> 01:08:29,340 in the business manager work center, 1289 01:08:29,340 --> 01:08:31,020 because they're usually tasks 1290 01:08:31,020 --> 01:08:33,320 that are only done once a year, 1291 01:08:33,320 --> 01:08:36,340 and trying to remember where to do them, 1292 01:08:36,340 --> 01:08:38,603 in what order to do them in can be difficult. 1293 01:08:40,240 --> 01:08:42,040 Is there any other questions 1294 01:08:42,040 --> 01:08:45,210 or specific navigation functionality 1295 01:08:45,210 --> 01:08:46,883 anybody would like to see? 1296 01:08:48,210 --> 01:08:50,750 I know we don't go into as much detail 1297 01:08:50,750 --> 01:08:52,833 as some folks would probably like, 1298 01:08:54,070 --> 01:08:57,833 but again, we're keeping this basic. 1299 01:08:58,880 --> 01:09:00,640 So if there is some things that you'd like to see 1300 01:09:00,640 --> 01:09:03,573 a little bit more detail, I'm happy to share them now. 1301 01:09:07,910 --> 01:09:08,743 Nope. 1302 01:09:10,030 --> 01:09:12,100 Alright, well, I thank you all for attending, 1303 01:09:12,100 --> 01:09:15,300 you all have about five minutes back in your day, 1304 01:09:15,300 --> 01:09:18,360 hopefully you can enjoy those five minutes. 1305 01:09:18,360 --> 01:09:20,290 So thank you all very much, 1306 01:09:20,290 --> 01:09:25,290 and I will send the slides out to everyone 1307 01:09:25,580 --> 01:09:30,580 and I will also have the video posted 1308 01:09:30,890 --> 01:09:33,560 once it has the closed captions 1309 01:09:33,560 --> 01:09:35,150 and everything added to it. 1310 01:09:35,150 --> 01:09:40,150 And usually they're posted on the division of finance page. 1311 01:09:40,270 --> 01:09:41,837 So again, thank you all. 1312 01:09:44,095 --> 01:09:45,447 - [Male] Thank you. 1313 01:09:45,447 --> 01:09:46,947 - You're welcome.