Crystal Access Guide HCM 9.1 All Sites

Transcription

1 Crystal Access Guide HCM 9.1 Version Date: April 2013

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 Page ii

3 Table of Contents Training Guide Crystal Access Guide HCM Logon to HCM Crystal Reports Logon to HCM Crystal Reports via Citrix and the PS9.1 Launcher... 1 Crystal Select Reports... 7 Run the Bi-Weekly Leave Accrual Report... 7 Run the Monthly Leave Accrual Report Page iii

4

5 Crystal Access Guide HCM 9.1 Logon to HCM Crystal Reports 9.1 Logon to HCM Crystal Reports via Citrix and the PS9.1 Launcher Procedure In this topic you will learn how to Logon to HCM Crystal Reports via Citrix and the PS 9.1 Launcher. NOTE: PeopleSoft 9.1 can only be accessed from Citrix. 1. Double-click the PS9.1 Launcher icon. 2. The PS9.1 Launcher displays. The Human Capital Management option should default into the PeopleSoft System field. If it does not, click the drop-down arrow to the right of the field and select the Human Capital Management Option. 3. Click the button to the right of the Database field. 4. Click the PS 9.1 HCM Reports (PS9HRRPT) list item. Page 1

6 5. Click the button to the right of the Application field. 6. Click the Crystal Reports list item. Page 2

7 7. All Crystal Reports are stored in the 9.1 LSU Crystal Reports folder and can be access using the path below: V:\PeopleSoft\HRMS\End User Reports Procedures\9.1 LSU Crystal Reports 8. Click the Browse button to view available reports. Page 3

8 9. From the list you will select the report you wish to run. Click the Down button of the scrollbar to view additional reports. 10. Click the LSU_LEAVE_ACCRUAL 9 list item. 11. Click the Open button. Page 4

9 12. NOTE: Make sure the "keep launcher open when running report" box is checked for easier navigation. 13. Click the Start button. 14. This completes Logon to HCM Crystal Reports via Citrix and the PS9.1 Launcher. End of Procedure. Page 5

10 Page 6

11 Crystal Select Reports Run the Bi-Weekly Leave Accrual Report Procedure In this topic you will learn how to Run the Bi-Weekly Leave Accrual Report. 1. Click the OK button. 2. Click the OK button. Page 7

12 3. The report automatically displays, however, you will need to refresh the report in order to access the information you need. Click the Refresh button. 4. Click the OK button. Page 8

13 5. Enter the desired information into the Password field. Enter "Your Password". 6. Click the OK button. 7. Click the button to the right of the Business Unit field. 8. Click the LSUNO - LSUMC New Orleans list item. 9. Click the OK button. 10. Click the button to the right of the Accrual Process Date field. 11. Click the desired date. 12. Click the OK button. 13. Click the Plus button in the bottom right corner to enlarge the report. Page 9

14 14. Click the Plus button to the left of the desired department number in the Preview pane. Page 10

15 15. Click the Employee Name list item. 16. The system takes you to the desired employee's information. Click the Refresh button to select another accrual date. 17. Click the OK button. 18. Enter the desired information into the Business Unit field. Enter "LSUNO". 19. Enter the desired information into the Accrual Process Date field. Enter "021713". 20. Click the OK button. Page 11

16 21. Click the Show Next Page button. 22. Click the Show Previous Page button. 23. Click the Show Last Page button. 24. Click the Show First Page button. 25. This completes Run the Bi-Weekly Leave Accrual Report. End of Procedure. Page 12

17 Run the Monthly Leave Accrual Report Procedure In this topic you will learn how to Run the Monthly Leave Accrual Report. 1. NOTE: You do not need to select a new report for this exercise. You will use the same report as the previous exercise. The navigation path is already displayed in the Report Selected field. Click the Start button. 2. Click the OK button. 3. Click the OK button. Page 13

18 4. The report automatically displays, however, you will need to refresh the report in order to access the information you need. Click the Refresh button. 5. Click the OK button. 6. Enter the desired information into the Password field. Enter "You PeopleSoft Password". 7. Click the OK button. 8. Enter the desired information into the Business Unit field. Enter "LSUNO". 9. Enter the desired information into the Accrual Process Date field. Enter "013113". 10. Click the OK button. 11. Click the Plus button in the bottom right corner to enlarge the report. Page 14

19 12. Hover your mouse over the inner edge of the Preview pane to expand the section. 13. Click the Plus button next to the desired department number in the Preview pane. Page 15

20 14. A list of employees for the select department displays in the Preview pane. Hover your mouse over the inner edge of the Preview pane to expand the section to view the entire name. Page 16

21 15. Click the desired Employee Name in the Preview pane. 16. The system takes you to the page the selected employee's information is on. Click the Show First Page button. 17. You would click the Refresh button to select another accrual date. In this example, you will close the report. Page 17

22 18. Click the Close button on the LSUSHC Leave Accrual Report tab. Page 18

23 19. NOTE: You will always select the "No" option when this message box displays. Clicking the "Yes" options would cause the report to be overwritten. If you wish to save a copy of the report, click the File option on the toolbar and then select the Save As option. 20. Click the No button. 21. Click the Close button. 22. This completes Run the Monthly Leave Accrual Report. End of Procedure. Page 19