Human Resources 9.1 Basic Navigation Guide

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1 Human Resources 9.1 Version Date: July 2012

2 COPYRIGHT & TRADEMARKS Copyright 1998, 2011, Oracle and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR , Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services.

3 Table of Contents HR Logon to PeopleSoft Logon to PeopleSoft 9.1 via Citrix and the PS 9 Launcher... 1 Menu Navigation... 7 Drop-Down Menu Navigation Menu Navigation Menu Search Favorite Menu Options Favorites Menu Options Favorite Specific Information Page iii

4

5 HR 9.1 Logon to PeopleSoft 9.1 Logon to PeopleSoft 9.1 via Citrix and the PS 9 Launcher Procedure In this topic you will learn how to: Logon to PS Desktop via Citrix. Open the PS9 Launcher to access PeopleSoft 9.1 and select a PeopleSoft 9.1 Database. Access the PeopleSoft 9.1 Home page for the specified Database. NOTE: Although PeopleSoft 9.1 is a web-based application, it will not be accessed from the end-user's Windows Desktop. 1. From your computer desktop, double-click the LSU Health Sciences Center - Logon list item. Page 1

6 2. You will need to complete the Log On to Windows dialog box as follows: User name: your User id (not case sensitive) Password: your password (case sensitive - must be entered the way the user created it) Log on to: LSUMC-MASTER NOTE: This should be the same as your normal logon when first starting your computer. Enter the desired information into the field. Enter "Your LSUHSC UserID". 3. Now enter the Password. Enter the desired information into the field. Enter "Your LSUHSC Password". 4. Click the Log On button. 5. When you click OK in the Log On to Windows dialog box, the following will display: The Citrix XenApp - Applications page will display. and/or The Change Password Warning: You will periodically receive a Password Change warning box to notify you of the pending expiration of your Password. Page 2

7 6. When the change password message displays after entering your User name and Password always Click: NO. NOTE: NEVER change your Password in the Citrix environment, as it will lock you out of the system! Change your Password on your Windows Desktop or using Outlook Web Access and it will automatically update your Password in Citrix. Note: If you are locked out of the system or need help changing your Password, contact the PeopleSoft Help Desk at (Long Distance) or HELP (4357) (Local calls) or for assistance. Page 3

8 7. Click the PS Desktop button. 8. From your Citrix desktop, double-click the PS9.1 Launcher button. 9. From the PeopleSoft 9.1 Launcher, you will need to select the following: PeopleSoft System: Human Capital Management Database: PS9.1 HCM Production (PS9HRPRD) to enter data; PS9.1 HCM Report (PS9HRRPT) to view data only; and PS9.1 HCM Sandbox (PS9HRSND) for practice only. NOTE: Anything entered into one database will not be transferred to another database. Application: PeopleSoft 10. Once all the appropriate selections are made: Click the Start button to access the specified PeopleSoft Database. Page 4

9 11. If you selected the Reports or Sandbox for your database you will get the following warning message. If your selection was incorrect click No. If your selection was correct, click the Yes button. 12. This completes Logon to PeopleSoft 9.1 via Citrix and the PS9 Launcher. End of Procedure. Page 5

10 Page 6

11 Menu Navigation Drop-Down Menu Navigation Procedure In this topic you will learn how to use the Drop-Down Menu Navigation. 1. To access a particular page within the system you must point/click on the menu name to expand the list of menu items and components. Components are accessed by clicking on the name of the component. Page 7

12 2. As you navigate, your navigation path appears across the top of the page (also known as breadcrumbs) to inform you of your location. You can use the drop-down navigation menu from any of these points. Page 8

13 3. Users now have the option of clicking sort menu to arrange the menu options in alphabetical order. Page 9

14 4. You can click on a menu item to get a static page of additional items and components. When a component is selected, the system will display the search panel for that particular component. 5. This completes Drop-Down Menu Navigation. End of Procedure. Page 10

15 9.1 Menu Navigation Procedure Drop-down menu navigation is an intuitive way of accessing data in the 9.1 database. Drop-down navigation consists of a hierarchy of cascading folders or menu choices when a cursor points (placing a cursor over an item without clicking the mouse button) over a menu choice. Menu Items with additional choices have an icon next to it that looks like a folder. Pages or Screen Components are shown in the menu with a icon next to it that looks like a sheet of paper. 1. Navigating on the Drop-down menu by Pointing To begin accessing items within the system you must first click Main Menu as shown in the example above. To use cascading menus, point the mouse cursor (without clicking the mouse) to a Menu Item name. In this example the mouse was pointed to Workforce Administration which opened the next set of selections and then pointed again to Job Information which opened a third cascading set of menu selections. At this point the Job Data screen component was clicked on with the mouse and Job Data search panel opened. Page 11

16 2. Now we will navigate to the Job Data panel Let's begin by clicking the Main Menu button. 3. Point to the Workforce Administration menu. 4. Point to the Job Information menu. 5. Click the Job Data menu. 6. The Job Data Search Panel displays. As you navigate, your navigation path appears across the top of the page (also known as breadcrumbs) to inform you of your location. You can use the drop-down navigation menu from any of these points by clicking on the item name. 7. Sorting the Menu Users now have the option of clicking sort menu (the double black arrows) to rearrange the Main Menu options in alphabetical order. The first click of the double black arrows will sort the items in A -Z order, the second click in Z A order, and the third click return the items to the original sort order. Page 12

17 8. Click the Sort Menu button. 9. The Menu now displays in alphabetical order. Users can return to the original menu sort at anytime by clicking the sort menu button again. 10. Navigating on the Drop-down menu by Clicking Menu Items If you click on a menu item instead of pointing, it will take you to a page where you can continue to click and choose items versus using the pointing/cascading menu method. Page 13

18 11. Now we will navigate to the Job Data panel Let's begin by clicking the Main Menu button. 12. Click the Workforce Administration menu. 13. The Workforce Administration Menu Items displays. You can continue to any panel by clicking the menu item name. 14. This completes 9.1 Menu Navigation. End of Procedure. Page 14

19 Menu Search Procedure In this topic you will learn how to use Menu Search. 1. If the Type Ahead feature is active, as you type in various prompt or lookup fields, you might see suggestions in the list below the search field. These suggestions help you narrow the search. Type Ahead uses the text entered and searches for suggestions from the list of content references available from the portal registry. 2. Type Ahead is configurable through the My Personalizations page, Navigation Personalizations page, and appears on search pages and in prompt dialog boxes as shown here. Page 15

20 3. The portal Search Menu can be used to search for specific components in the system. The system returns a list of target content references only (no folders) that you are authorized to view. If the Type Ahead feature is not active, you can search for additional information by clicking the Start your search button. 4. The results will display in the Search page. 5. This completes Menu Search. End of Procedure. Page 16

21 Favorite Menu Options Favorites Menu Options Procedure The Favorites menu includes Most Recently Used (MRU) and a My Favorites list that can include items used most often. 1. Click the Favorites button. Page 17

22 2. The Recently Used list displays the last five most recently accessed pages and appears at the top of the Favorites list. 3. The My Favorites list now includes the primary key as part of any favorite that you save. For example, when you create a favorite for a particular employee or profile, you are no longer taken to the search page but directly to the record for that employee profile. 4. Click the Job Data - John Doe menu. 5. The employee's current timesheet displays. 6. This completes Favorite Menu Options. End of Procedure. Page 18

23 Favorite Specific Information Procedure Users now have the ability to make specific panels in PeopleSoft 9.1 a favorite. In this example we will add a direct favorite link to John Doe's Timesheet. 1. Complete the normal navigational process to the employee s data. Once you have located the correct employee, click the Favorites button. Page 19

24 2. Click the Add to Favorites menu. Page 20

25 3. Enter the description for the employee. Enter the desired information into the Description field. Enter "- John Doe". 4. Click the OK button. 5. Click the OK button. 6. Click the Home link. Page 21

26 7. Click the Favorites button. Page 22

27 8. There is now a link to John Doe's timesheet. Click the Job Data - John Doe menu. 9. The system takes you directly to John Doe's timesheet. 10. This completes Favorites Specific Information. End of Procedure. Page 23

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