Job aids

3-col layout-width banner with thematic pencil line accent for PeopleSoft Finance
The PeopleSoft Finance system is available 24 hours a day, 7 days a week. The system may be unavailable for maintenance during some weekends.

Navigation Job Aids - 

Video: PeopleSoft Navigation

PeopleSoft NavBar and Left Hand Navigation Job Aid V9.2     

The job aid explains the NavBar and how to Navigate within PeopleSoft 9.2. The video shows you how to use the NavBar.

PeopleSoft Financials Customizing the Home Page V9.2

Video: Creating your own Home page

 The job aid explains the HomePage and how to Customize it. The video shows you how to create your own custom homepage.

How to Add Favorites in PeopleSoft V9.2 

Video: Adding Favorites in PeopleSoft V9.2

The job aid explains how to add and Delete Favorites. The video shows you how. 

Accessibility Settings Job Aid V9.2   

Video: Setting Accessibility Settings                                          

This Job Aid explains how to enable Accessibility Settings in PeopleSoft V9.2.  The Video shows you how to set accessibility settings.
 

Travel and Expense Module

Click here for: Travel Manual   

Travel and Expenses Training Deck - This Training Deck provides helpful information on the Travel and Expenses process.  

Entering a Travel Authorization PeopleSoft 9.2 - This job aid explains how to add a Travel Authorization. 

PeopleSoft Expense Report Entry V9.2 - This guide explains how to create an expense report.

PeopleSoft Adding Attachments to Expense Transactions V9.2 - This guide explains how to add attachments to an expense report.

Printing Expense Reports and Travel Authorization PeopleSoft V9.2 - This guide explains how to print your expense report and travel authorization.

PeopleSoft Approving Expense Transactions V9.2 - This job aid provides instruction on how to approve expense transactions submitted by an employee.

Deleting Travel Authorizations and Expense Reports v9.2 - This guide explains the process of deleting travel authorizations and expense reports.

Cancelling Travel Authorizations V9.2 - This guide explains the process of cancelling travel authorizations.  It includes contact information for cancelling an expense report. 

2018 Travel Policies Quick Reference

Find Meals and Per Diem Breakdown - Quick Reference

 

Purchasing - Procard Reallocations

Re-Allocating Procurement Card Charges - Single Distribution v9.2
This job aid provides step-by-step instructions for approving and re-allocating a transaction.

Approve/Reallocate Transactions with Split Distribution V9.1
This job aid provides step-by-step instructions for approving and re-allocating transactions with split distribution.

Attaching Receipts to Procard Transactions V9.2            

Video: Attaching Receipts to Procard Transactions
This job aid provides instructions for attaching receipts and other documents to procurement card transaction lines.  The video shows you how to add attachments.

Querying Procurement Card Information V9.2
This job aid describes the procedure for running queries related to Procard information.

View Posted Transactions V9.1
This job aid describes the procedure for viewing posted transactions.

Finance Reporting and Inquiry

Running SQR User Executed Reports V9.2 
This job aid provides step-by-step directions for running an SQR report.

Running Financial Reports GL7062 and GL7045 V9.2

This Job aid Provides Step by Step directions on Running the GL7062 and GL7045 reports. 

Monthly Reports/Report Manager Tool
This job aid describes how to access batch reports using the Report Manager Tool.

Running nVision User-Executed Reports
This job aid provides step-by-step directions for copying an nVision report scope and running an nVision report.

Job Aid for Replacing nVision 9.2 Excel Add in File

Use this Job Aid for instructions on how to Download the new Excel Add In file that is needed to Run nVision reports in version 9.2.DrilltoPIA.xla

Add in File that is needed to successfully run nVision Reports on the Web in version 9.2.  Read the above job aid and download this file to the directory in the job aid.
Note, this is an add in file for excel that will not open. 

Setting Up Run Controls 

This cheat sheet provides basic instructions for running SQR reports, as well as guidelines for information needed to complete run controls for SQR reports.

Deleting Run Controls in PeopleSoft Financials V9.2
This cheat sheet provides basic instructions for deleting unwanted Run Controls.

Distributing Reports to Multiple Users 
This job aid describes the procedures for distributing nVision and SQR reports to multiple users.

Running Queries 
This job aid explains the procedure for running a pre-defined query, as well as saving favorite queries.

Inquire on Budgets 
This job aid describes how to inquire on a budget.

Purchasing Account Code Listing
Listing of expense accounts and brief descriptions.

Fund Budget Types
This job aid lists Dartmouth fund codes with a description and budget type.

List of Available Queries 
List of all public queries for Dartmouth users.

General Information

Clearing Browser Cache and Disabling Popup Blockers
This job aid provides step-by-step directions for clearing browser cache files (temporary files).

 

Contacts: Jean Schlesinger x8085 - For System Issues, Questions, and Training involving PeopleSoft Financials, Summit Financials Terra Dotta and BuyWays

Procurement Cards:  John Almeida x8367

For Security issues, please contact the Access managemetn via the IT Help Desk. IT Help Desk

 

 

 

 

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