Peoplesoft

Learn how to do the following with PeopleSoft:

PPS001 PeopleSoft Overview Session

This training gives new PeopleSoft users an overall introduction to how PeopleSoft is used at Cal State San Marcos.  Attendees will be introduced to the ChartFields and chargeback codes, plus get a glimpse of the available reports.  Completion of this training and PPS002 are required before you progress to other PeopleSoft trainings.

PPS002 PeopleSoft Finance Navigation

Designed for the inexperienced or first-time PeopleSoft user, this class concentrates on the navigation aspects of the PeopleSoft system. Introduction to basic navigation, concepts, and useful screens for new PeopleSoft users. Completion of PPS001 and this training are required before you progress to other PeopleSoft trainings.

PPS003 PeopleSoft HR Navigation and nVision Reports

Basic navigation for HR users. Introduction to two HR reports: Actuals/Project Report and Labor-Cost-Distribution Report. Completion of PPS001 and PPS002 are required before attending this training.

PPS004 PeopleSoft ProCard Reconciliation

Designed for those users who reconcile the ProCard statement, this training covers how to access the ProCard statement before the ProCard expenses hit an accounting ledger.  

PPS005 Campus Web Portal (my.csusm.edu)

The campus web portal is how PeopleSoft users will access PeopleSoft Finance, PeopleSoft HR, and other information that is vital for campus faculty and staff.  This training will introduce you to the functions available in the portal, such as accessing your HR information (leave balances, emergency contact); campus announcements and alerts; department and employment directories; local traffic, and accessing queries.  The training also covers general navigation through the portal, customizing the content, and personalizing the layout of your web portal.

PPS010 Inquiries and Reports - End Users

Learn to inquire on General Ledger, Accounts Payable, Purchasing, and Budgets. Completion of PPS001 and PPS002 are required before attending this training.

PPS011 Budget Transfers - End Users

How to process budget journals online, how to perform budget journal inquiries and reports, and review business processes. Completion of PPS001 and PPS002 are required before attending this training.

PPS013 On-Line Requisitions - End Users

How to enter on-line requisitions, review of business processes, and requisition inquiries and reports. Completion of PPS001 and PPS002 are required before attending this training.

PPS014 Finance nVision - End Users

How to review departments budget vs. expenditures using nVision, how to run trial balances using nVision, and drilling down to the transaction detail with nVision. Completion of PPS001 and PPS002 are required before attending this training.

PPS014 HR Self-Service

Attendees will learn how to sign up via the web for training, as well as learn how to view the trainings for which they've registered, and their campus training history.

PPS050 Executive Summary – MPPs Only

An overall picture of how PeopleSoft is used at Cal State San Marcos. MPPs will see the reports available to PeopleSoft users, the steps required to run those reports, how we are currently using different parts of PeopleSoft (web portal, finance, and human resources), as well as what is planned for the future. There will be built-in time for questions and answers.