¶¶Òõ̽̽

• Accounting Tags
• : Financials and HR
• : Explanation of the structure and segments of ¶¶Òõ̽̽'s COA.
• Chartfield Values: Excel spreadsheets listing each of the PeopleSoft chartfield values recognized at ¶¶Òõ̽̽.
• : The PeopleSoft Human Resources system uses combo codes to represent the chartstring, rather than typing out each individual chartfield value. Each combo code is associated with a distinct chartstring.
• : The PeopleSoft External Billing system allows users to send bills to entities (not individuals) outside ¶¶Òõ̽̽. University departments must be established within PeopleSoft as a Business Unit to bill customers.
• Financial Reporting - Axiom
• ​Financial Reporting - PeopleSoft
  • : Covers the standard monthly reports for business managers. It includes Operating Budget Report, Monthly Budget Report of Projects and Closeout Report.
  • : Covers in-depth reporting options that draw on data from the budget ledgers. It includes Budget Status Report, Budgets Overview Inquiry and Budget Transaction Detail Report.
  • : Covers in-depth reporting options that draw on data from the General Ledger. It includes Trial Balance Report, Ledger Inquiry Report and Ledger Activity Report.
  • : Covers the PeopleSoft Endowment and Gift report for funds 310, 311, 320, 321, 370, and 371.
• : How to find deposits quickly and efficiently with an ID number, or without an ID
• : Journals are entries made to the PeopleSoft General Ledger to redistribute or reallocate money from one budget line to another.
• : A guide for financial business managers to complete monthly processes in both PeopleSoft Financials and Human Resources, including month-end close.
• : How to set up a non-sponsored project in PeopleSoft financials. Non-sponsored projects are any projects that are not grant-funded.
• : PeopleSoft stores and processes large amounts of data related to ¶¶Òõ̽̽, its people, and its finances. Users are able to employ that data in practical ways by running Reports, Queries and Inquiries. This user guide offers the ability to learn more about what the database has to offer and provides instructions to make accessing data easy.
• Spreadsheet Journal Upload: A PeopleSoft-delivered Excel spreadsheet with built-in macros to load a journal into PeopleSoft Financials where it can be edited, submitted, and posted.
  • : See the for details about downloading and using these files. 
• : A comprehensive guide to key year-end processes.

• Single-Year Line Item Budgeting (Axiom)
• Single-Year Salary Planning (Axiom)
• ​Multi-Year Salary Planning (Axiom)
  • ​
• : Activate a new chartstring or move money between budgets

ERS Committed Effort Module (CEM)

ERS Certification Module (CERT)

• Update Personal Information (PDF)
• Update Dependent SSN and 1095C (PDF)
• Registering for Professional Development (PDF)
• Tuition Remission (Dependent Certification) (PDF)
• Screens and Processes for Business Managers (PDF)
• Managing Work-Study Students (PDF)
• Sick Leave/Disability Pay Processing (PDF)
• Processing Graduate Student Paperwork (PDF)
• ePAR

• Payroll
  • eTemp Form (PDF)
  • - Employees must notify Payroll and Tax Services if they are living and/or working out-of-state.
  • ​: This document covers information on the essential HR Reports and Queries for collecting data from PeopleSoft Human Resources.
  • - Instructions for individuals on direct deposits, voluntary deductions, accessing W-4s and W-2s, and more
• Additional Pay, Retros, Salary Distribution - Used to process payment in prescribed circumstances within University policies, handbooks and collective bargaining agreements
  • eAdditional Pay Form (Word)
  • Additional Pay Workflow (PPT)
  • Additional Pay Reason Code Definitions (Word)
  •  

Time Entry and Approval

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• : How to approve time and view time and time balances in PeopleSoft for salaried non-exempt staff.
• : How to approve time, view exception time and exception time balances in PeopleSoft for salaried exempt staff.

​Kronos​

• : Solutions to common browser issues that may arise when working in PeopleSoft

• DUO Multi-factor Authentication: security measure required to access PeopleSoft modules
• : The Business Manager WorkCenter allows Financials users to access their most commonly used pages, processes, reports, and queries in a single location.
• : Tips on navigating and working more efficiently in PeopleSoft. Most of the tips and tricks in this document apply to both the Human Resources and Financial sides of PeopleSoft, with the exception of Journal Tips.

• : How to reconcile purchase/payments from the previous fiscal year.
• : Cash funds for immediate use when a purchase order or a purchasing card cannot be used.
• : The primary mechanism for expense allocation of purchasing card transactions is the PeopleSoft PurCard Reallocation process.
• Requisitions, Purchase Orders, and Reviewing Payment Information: How to create and manage requisitions.

Video Tutorials 

• - Instructions for individuals on direct deposits, voluntary deductions, accessing W-4s and W-2s, and more

For Disbursement Center Full-Service Users

For Disbursement Center Full-Service Users who Approve in PeopleSoft

For PeopleSoft Users

• ​: Detailed instructions on how to request a Travel Authorization for both ¶¶Òõ̽̽ employees and their delegates.
• (1:24 minutes)
• : Detailed instructions on how to complete a Cash Advance for both ¶¶Òõ̽̽ employees and their delegates.
  • (2:01 minutes) 
• : Detailed instructions on how to complete Expense Reports for both ¶¶Òõ̽̽ employees who handle their own Travel and Expense forms, as well as their delegates.
  •   (3:56 minutes) 
• : Detailed instructions on how to approve Travel Authorizations, Cash Advances, and Expense Reports.
  •  (4:20 minutes) 
• : Instructions on how to sign up for direct deposit of travel or expense reimbursements through PeopleSoft.
• (1:14 seconds)
• (36 seconds)