Human Resource Services                                                                                                Lea...
Human Resource Services                                                                          Learning Services        ...
Human Resource Services                                                                           Learning Services       ...
Human Resource Services                                                                       Learning Services           ...
Human Resource Services                                                                         Learning Services         ...
Human Resource Services                                                                            Learning Services      ...
Human Resource Services                                                                           Learning Services       ...
Human Resource Services                                                                         Learning Services         ...
Human Resource Services                                                                          Learning Services        ...
Human Resource Services                                                                            Learning Services      ...
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9.1 PS mini manual

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9.1 PS mini manual

  1. 1. Human Resource Services Learning Services Mini-Manual PEOPLETOOLS 8.5 ENHANCEMENTSPlease note: This document is designed to be used online and has a number of embedded linksto processes and additional information. We discourage the printing of manuals as they areupdated frequently and consume paper resources when printed.If you have not used one of the new “Mini-Manuals” you may wish to consult the document“Getting the Most Out of Mini-Manuals” prior to using this document.If you have questions about information in this mini-manual, or, if after reading the entiremanual, you cannot find the information you need, please e-mail psguides@uvm.edu. TABLE OF CONTENTS GUIDE (Click on topic headings to automatically jump to specific section. Use Ctrl+Home to come back to Table of Contents)Background ..................................................................................................... 2PeopleSoft Menu Bar ...................................................................................... 2Searches: Maximum Number of Rows........................................................... 2Lookup Fields: Type-Ahead............................................................................ 3 Turning off Type-Ahead Function...................................................................................... 3Lookup Fields: Pop-Up Functions ................................................................. 4Save Warning Pop-Up Window ...................................................................... 5Auto Line Highlighting .................................................................................... 6Processing Indicator ....................................................................................... 6Process Monitor Reports View ....................................................................... 6Object Error Pop-up Message ........................................................................ 7Print Screen Capabilities ................................................................................ 9 Mozilla Firefox browser users ..................................................................................... 9 Internet Explorer browser users ............................................................................... 10Helpful Links .................................................................................................. 10Updated 12/20/2010 Ctrl+Home to Table of Contents Page 1 of 10
  2. 2. Human Resource Services Learning Services Mini-ManualBackgroundPeopleSoft continuously gathers feedback from its customers and periodically releases updatesto its software that are designed to improve and enhance the user experience. UVM’sPeopleSoft systems are comprised of three components: applications, tools and databases.Over the weekend of November 20th, the PeopleSoft systems will be upgraded to version 8.5 ofPeopleTools. While these upgrades will not change the functionality of the systems, there will beminor changes to the look and behavior of the system. In addition, as explained below, thereare several new features that have been added. Give yourself time to become accustomed tothe changes.PeopleSoft Menu Bar The Menu Bar is the way in which users at UVM navigate the many different sections and screens in PeopleSoft. It is made up of major categories and various subcategories that can be expanded or collapsed by clicking the “twisties” (triangles) to the left of each header. PeopleTools 8.5 Enhancement The Menu Bar packs a lot of information in a relatively small space. To better differentiate the selected section from the rest of the menu items, PeopleTools 8.5 has framed the white background with a light-blue bar to the left. The highlighted area follows the user when expanding and collapsing the various headings.Searches: Maximum Number of RowsDepending on the search criteria a user provides, PeopleSoft reports can potentially returnhundreds or thousands of lines of data. PeopleSoft automatically limits the number of rows itdisplays to 300.PeopleTools 8.5 EnhancementThree hundred rows of information can be overwhelming and difficult to navigate. Users are nowable to specify the maximum number of rows that are returned (up to 300).Updated 12/20/2010 Ctrl+Home to Table of Contents Page 2 of 10
  3. 3. Human Resource Services Learning Services Mini-ManualLookup Fields: Type-AheadAs PeopleSoft users, we have come to appreciate the fields the magnifying glass designates assearchable. Prior to the PeopleTools upgrade, the user would click on the magnifying glass iconto see a list of possible selections. As is the case with much of PeopleSoft, the more criteria youprovide, the narrower your results will be.PeopleTools 8.5 EnhancementPeopleTools 8.5 adds type-ahead functionality to fields with magnifying glasses next to them. Asyou type, the system automatically provides an on-screen list of the possible entries. Users cancontinue typing as they normally would, or they can make their selection directly from the list.Turning off Type-Ahead FunctionIt is possible to turn off the new type-ahead functionality. This is done by user and is effectiveeverywhere within the module where the customization takes place. For users wishing to disablethe functionality in both Human Resources and Financials, repeat these steps for both modules. 1. Log into PeopleSoft normally and from the main menu, select My Personalizations.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 3 of 10
  4. 4. Human Resource Services Learning Services Mini-Manual 2. Select Personalize User Options for Navigation Personalizations. 3. In the Type Ahead drop down box, select No. 4. Click OK.Lookup Fields: Pop-Up FunctionsPrior to the PeopleTools upgrade, when a user clicked the magnifying glass next to a lookupfield, PeopleSoft opened a new page with the search results. In PeopleTools 8.5 a Lookup Pop-Up window appears instead of a new page. The background is grayed-out and full results (up to300) are displayed on-screen without having to navigate away from the main search page.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 4 of 10
  5. 5. Human Resource Services Learning Services Mini-ManualSave Warning Pop-Up WindowMany PeopleSoft screens conveniently save the search criteria we enter when we click the Runor Save buttons. When users attempt to navigate away from the search screen once a changehas been made without saving, PeopleSoft displays a Save Warning.PeopleTools 8.5 EnhancementTo reduce the confusion between PeopleSoft warnings and the general warnings displayed byyour browser of choice (i.e. Firefox, Safari, Chrome, Internet Explorer), the Save Warning graysout the screen and appears to the user with the familiar PeopleSoft design.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 5 of 10
  6. 6. Human Resource Services Learning Services Mini-ManualAuto Line HighlightingCurrently, PeopleSoft grids and tables are shaded with alternating light and dark colors to helpdifferentiate between rows of data.PeopleTools 8.5 EnhancementIn addition to the dark/light row shading, PeopleTools 8.5 uses a light yellow color to highlightthe row over which the user places the mouse, making it easier to find the necessaryinformation.Processing IndicatorPrior to the PeopleTools upgrade, the work Processing flashed in the upper, right corner of thescreen to indicate that PeopleSoft is working.PeopleTools 8.5 EnhancementPeopleTools 8.5 has replaced the flashing word Processing with a spinning graphic to indicatethat the system is working on a request.Process Monitor Reports ViewThe Process Monitor is where users access the reports they run. The PeopleSoft default is todisplay only one day of reports in the Process List, however the one day can be changed to amaximum of 99 days. All reports that have been run within those 99 days are displayed.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 6 of 10
  7. 7. Human Resource Services Learning Services Mini-ManualPeopleTools 8.5 EnhancementTo provide users with a more comprehensive list of reports in the Process List, the maximum of99 days has been extended to 9999 days.In addition, users are able to choose a date range over which their reports will be displayed.Object Error Pop-up MessageIf you receive the Object Error pop-up message (occurs only if you use Internet Explorerbrowser), you will need to clear your cache memory:1. Go to Start Menu>Control Panel>Internet Options>Delete buttonUpdated 12/20/2010 Ctrl+Home to Table of Contents Page 7 of 10
  8. 8. Human Resource Services Learning Services Mini-Manual Alternatively, you can also find the Internet Properties window here: go to Internet Explorer > Tools > Internet Options.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 8 of 10
  9. 9. Human Resource Services Learning Services Mini-Manual2. Check all the boxes except the top one Preserve Favorites website data:Print Screen CapabilitiesThe print screen capabilities have changed. Prior to the 8.5 Update it was possible to print thescreen being viewed by selecting Print Preview from the browser menu and printing the activepage. This action will now no longer work.Mozilla Firefox browser usersHere are two suggestions for printing the active screen:Print Frame: 1. Right-click somewhere in the desired frame. 2. Select This Frame. 3. Select Print Frame 4. The data portion of the screen should print.Open and Print Frame in New Tab: 1. Right-click somewhere in the desired frame. 2. Select This Frame. 3. Select Open Frame in New Tab. This will create a new browser tab containing the data portion of the screen.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 9 of 10
  10. 10. Human Resource Services Learning Services Mini-Manual 4. Use the normal File > Print Preview (or Print) dialog from here. 5. Close this tab after printing.Internet Explorer browser usersPrint Frame: (Also see the video tutorial to Print a Frame Using IE v. 8) 1. Right-click (left-click for left-handed users) inside the desired frame. 2. Choose Select All. 3. Right-click a highlighted area and select Print Preview. 4. In the Print Preview window, select Landscape mode. 5. Under the As laid out on the screen drop-down, select As selected on the screen. 6. Choose Shrink To Fit or 80% shows all of the desired fields. 7. The data portion of the screen is now ready to be printed.Helpful LinksHere are links to register for related classes, policies, and other resources (including videotutorials).  Open Lab Schedule  Print a Frame Using IE v.8Suggestions? Updates? Please send an e-mail to psguides@uvm.eduThis document is designed to be used online and has a number of embedded links to processesand additional information. We discourage the printing of manuals as they are updatedfrequently and consume paper resources when printed.Updated 12/20/2010 Ctrl+Home to Table of Contents Page 10 of 10

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