Intro to PS for FMS and SCM Rel 9.1

This course provides a high-level overview of the PeopleSoft system. Students will learn basic skills such as, navigating in the system, using short cut keys, creating favorites for quick access, and personalizing the content and layout. Students will also learn more advanced topics such as, effective dating, SetIDs and business units, and TableSet sharing.

Learn To:

• Define PeopleSoft tables
• Define business units and SetIDs
• Utilize ChartFields
• Use the PeopleSoft Process Scheduler and reporting tools
• Navigate in PeopleSoft applications

Audience

• Functional Implementer
• End Users

Course Topics Navigating through PeopleSoft Applications

• Signing into PeopleSoft applicantions
• Identifying PeopleSoft internet architecture components
• Identifying shortcut keys
• Personalizing content and layout
• Adding favorites
• Using PeopleBooks

Explaining System Structure

• Explaining PeopleSoft Internet Architecture
• Discussing the structure of PeopleSoft tables and relational databases
• Retrieving data from the system
• Understanding effective dates
• Describing action types

Defining Business Units and SetIDs

• Identifying the types of tables in PeopleSoft
• Describing business units
• Describing SetIDs
• Explaining the relationships between business units and SetIDs

Using PeopleSoft Process Scheduler and Reporting Tools

• Describing PeopleSoft Process Scheduler
• Using the Process Monitor
• Identifying reporting tools
• Running reports
• Performing Queries

Utilizing ChartFields

• Explaining ChartFields
• Identifying Delivered ChartFields
• Configuring ChartFields

Course Objectives

• Navigate in PeopleSoft applications
• Define PeopleSoft tables
• Define business units and SetIDs
• Utilize ChartFields
• Use the PeopleSoft Process Scheduler and reporting tools