¶¶Òõ̽̽

• Accounting Tags
  • User Guide (PDF)
• Available PeopleSoft Reports and Queries (PDF): Financials & 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.
• External Billing (Invoicing) of Non-Sponsored Customers (PDF):ÌýThe 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 -ÌýAxiom
  • Axiom Management-Level Financial ReportsÌý(PDF)
  • Axiom Reports Training Presentation (PDF)
• ​Financial Reporting -ÌýPeopleSoft
  • Basic Financial Reports (PDF): Covers the standard monthly reports for business managers. It includes Operating Budget Report, Monthly Budget Report of Projects and Closeout Report.
  • Commitment Control Reports (PDF): 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.
  • General Ledger Reports (PDF): 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.
  • Gift & Endowment Report (PDF): Covers the PeopleSoft Endowment & Gift report for funds 310, 311, 320, 321, 370, and 371.
• Find a Deposit (PDF): How to find deposits quickly and efficiently with an ID number, or without an ID
• Journal Entries (PDF): Journals are entries made to the PeopleSoft General Ledger to redistribute or reallocate money from one budget line to another.
• Monthly Business Processes (PDF): A guide for financial business managers to complete monthly processes in both PeopleSoft Financials and Human Resources, including month-end close.
• Non-Sponsored Projects (PDF): How to set up a non-sponsored project in PeopleSoft financials. Nonsponsored projects are any projects that are not grant-funded.
• Running Reports and Queries (PDF): 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.
  • Spreadsheet Journal Upload User Guide (PDF)
  • Compressed Folder for Spreadsheet Journal Upload Process (.zip):ÌýSee the Spreadsheet Journal Upload User Guide (PDF) for details about downloading and using these files.Ìý
• ³Û±ð²¹°ù-±ð²Ô»åÌý(PDF): A comprehensive guide to key year-end processes.

• Axiom Log-in Instructions (PDF)
• Single-Year Line Item Budgeting (Axiom)
  • Training Presentation (PDF)
  • User Guide (PDF)
• Single-Year Salary PlanningÌý(Axiom)
  • Training Presentation (PDF)
  • User Guide (PDF)
• ​Multi-Year Salary Planning (Axiom)
  • ​Training Presentation (PDF)
  • User Guide (PDF)
• Budget Transfers (PDF): Activate a new chartstring or move money between budgets

ERS Committed Effort Module (CEM)

• Effort Verification (PDF)

ERS Certification Module (CERT)

• Update Personal Information (PDF)
• Update Dependent SSN & 1095C (PDF)
• Registering for Professional Development (PDF)
• Tuition Remission (Dependent Certification) (PDF)
• Screens & 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)
  • Out-of-State Form (PDF) - Employees must notify Payroll & Tax Services if they are living and/or working out-of-state.
  • ​ÌýÌýReports and Queries (from PeopleSoft HCM) (PDF): This document covers information on the essential HR Reports and Queries for collecting data from PeopleSoft Human Resources.
  • PeopleSoft Self-Service Payroll & Tax Information (PDF) - Instructions for individuals on direct deposits, voluntary deductions, accessing W-4s and W-2s, and more
• Additional Pay, Retros, Salary DistributionÌý-ÌýUsed 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)
  • Electronic Salary Distribution Form for InitiatorsÌý(PDF)
  • Electronic Salary Distribution Form for Approvers (PDF)
  • eAPF Revisions (PDF)Ìý
  • Wage Transfer Guide (PDF)
• Time Entry & Approval
  • ​P±ð´Ç±è±ô±ð³§´Ç´Ú³Ù
    • Approve/Enter/Report Salaried Nonexempt Time (PDF): How to approve time and view time and time balances in PeopleSoft for salaried non-exempt staff.
    • Approve/Enter/Report Salaried Exempt Time (PDF): How to approve time, view exception time and exception time balances in PeopleSoft for salaried exempt staff.
    • Approve/Enter/Report Wage Time (PDF)
    • Enter/View Exempt Time (PDF)
    • Enter/View Salaried, Nonexempt Time (PDF)
    • Enter/View Wage Time (PDF)
  • ​K°ù´Ç²Ô´Ç²õ​
    • Kronos Employee User Guide (PDF)
    • Kronos Supervisor User Guide (PDF)

• Browser TipsÌý(PDF): Solutions to common browser issues that may arise when working in PeopleSoft
• DUO Multi-factor Authentication: security measure required to access PeopleSoft modules
• PeopleSoft Financials ¶¶Òõ̽̽ Business Manager WorkCenter (PDF): The Business Manager WorkCenter allows Financials users to access their most commonly used pages, processes, reports, and queries in a single location.
• PeopleSoft Financials Flowchart (PDF)
• PeopleSoft Glossary (PDF)
• PeopleSoft TipsÌý(PDF):ÌýTips 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.

• Pre-Paid Transactions (PDF):ÌýHow to reconcile purchase/payments from the previous fiscal year.
• Petty Cash (PDF): Cash funds for immediate use when a purchase order orÌýa purchasing card cannot be used.
• PurCard Reallocation Process (PDF): 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.
• Classic mode (PDF)
• Review Process for Non-IT Purchasing Contracts (PDF)
• Supplier Request Form User Guide (PDF)

• Obtain Departmental Movable Equipment Data (PDF)
• Space & Movable Equipment Inventory (PDF)

Video Tutorials

• FNIS (PDF)Ìý
• PeopleSoft Self-Service Payroll & Tax Information (PDF) - Instructions for individuals on direct deposits, voluntary deductions, accessing W-4s and W-2s, and more

For Disbursement Center Full-Service Users

• Authorize and Approve Travel and Cash Advances (PDF)
• Submit Employee Expense Reimbursements (PDF)

For Disbursement Center Full-Service Users who Approve in PeopleSoft

• Authorize Travel and Cash Advances (PDF)
• Submit Employee Expense Reimbursements (PDF)
• Approve Travel Authorizations, Cash Advances, and Expense Reports (PDF)

For PeopleSoft Users

• ​Travel Authorizations (PDF):ÌýDetailed instructions on how to request a Travel Authorization for both ¶¶Òõ̽̽ employees and their delegates.
  • (1:24 minutes)Ìý
• Cash Advances (PDF): Detailed instructions on how to complete a Cash Advance for both ¶¶Òõ̽̽ employees and their delegates.
  • (2:01 minutes)Ìý
• Expense Reports (PDF): 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.
  • Ìý (3:56 minutes)Ìý
• Travel Approvals (PDF): Detailed instructions on how to approve Travel Authorizations, Cash Advances, and Expense Reports.
  • Ìý(4:20 minutes)Ìý
• Travel & Expense Direct Deposit Reimbursement (PDF):ÌýInstructions on how to sign up for direct deposit of travel or expense reimbursements through PeopleSoft.Ìý
• (1:14 seconds)Ìý
• (36 seconds)Ìý

• PBU Annual Questionnaire (PDF)