Job Aids / Help for PeopleSoft at ASU
The words in purple are the hyperlinks.
Want to request a job aid for a procedure? Click HERE to request.
NEW LINKS
Missing a link that was here earlier? When links are new, we keep them here for a few weeks, and then move them down into their proper catagories. Look for the links in their catagories below.
LINKS - ALPHABETICAL by CATEGORY
Advisors
| Title | Document |
Movie |
Advising Notes: Add Advising Notes |
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Advisor Tracking Tool: Use the Advisor Tracking Tool |
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| Cohort: Grant Permission to add or drop a cohort | ||
| Cohort: Create Cohorts | ||
| Cohort: Enhancements as of December 2007 | ||
| Enrollment: How to enroll in classes - extended version | ||
| Enrollment: How to enroll in classes - short version | ||
| Enrollment: View Enrollment Requests | ||
| FERPA: View FERPA Holds | ||
| Maximum Units: Change a student's maximum allowable units | ||
| Milestones: Set student Milestones based on test scores (for registrar staff) | ||
| Process Milestones | ||
| Enter student milestones as an advisor | ||
| Open Classes: Use the Open Classes report | ||
| Open Sections: View Open Sections of a course | ||
| Program/Plan: Change a student's program or plan | ||
| Program/Plan: Add a Plan | ||
| Program/Plan: Add a plan in a different program | ||
| Program/Plan: Add a Minor | ||
| Program/Plan: Delete a Minor | ||
| Service Indicators: Set Advising service indicators | ||
| Tests: Enter Test Scores | ||
| Transcripts: View unofficial Transcripts |
CRM eSupport
Click on the links under the headings for Movie, Step-by-Step or Quick Reference to learn how to use the CRM system.
| Title | Document |
Movie |
Create a Help desk Case (Ask for help!) |
CRM for Agents
| Title | Document |
Movie |
Create Case |
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Search for Case |
Movie |
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Transfer Case |
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Update Case |
Movie |
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Installed Product |
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Close Case |
Movie |
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Remove "Add a Note" after Sent Email |
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Save Search for a Provider Group Queue |
Movie |
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View On-Call Info |
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Edit On-Call Info |
Quick Reference | |
Show "My Cases" on Home Page |
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* For optimal viewing of the movies, change the screen resolution to 1280 x 1024. Review the job aid for screen resolution set-up.
Department Time Administrators
| Title | Document |
Movie |
| Department Time Administrator | ||
| Approving Hours | ||
| Viewing Hours |
Department Position Mangers
| Title | Document |
Movie |
| Department Position Manager | ||
Employee Self Service
| Title | Document |
Movie |
| View Paycheck | Simulation | |
| Change Work Location (Address) | ||
| Set your browser to work with PeopleSoft | ||
| Clear your Cache | ||
| Change your work location in PeopleSoft | ||
| Set your PeopleSoft User Defaults | ||
| Set your favorite pages in PeopleSoft | ||
| Set your current roles in PeopleSoft | ||
Create a Help desk Case (Ask for help!) |
||
Job Aid |
* For optimal viewing of the movies, change the screen resolution to 1280 x 1024. Review the job aid for screen resolution set-up.
Faculty Center
| Title | Document |
Movie |
| Faculty Center Overview | Presentation |
Movie |
| Access the Center as an Instructor | ||
| Access the Center as a Roster Contact | Simulation |
|
| Class Roster - View, Print, Download, Notify Students | ||
| Post Grades | ||
| Request Grade Changes | ||
| Approve L1 Grade Changes | ||
| Approve L2 Grade Changes | Simulation | |
| Use the Academic Status Report | Simulation | |
| Set your Browser to work with PeopleSoft | ||
| How to Become a Roster Contact* | ||
| Grades used at ASU* | ||
| List of Roster Contacts* | ||
| Academic Organization list for Roster Contacts | ||
* Maintained by the Registrar's office at http://students.asu.edu/facultycenter
Hiring Managers
| Title | Document |
Movie |
| TAM Reference Manual | ||
| View a Job Req. and the applicant resumes | ||
| Set up Employees on Spring Pay | ||
| Set up Employees on Winter Pay |
Instructor_Workload
| Title | Document |
Movie |
| Business Process Guide (How-to document) | ||
| How to get to the "Instructor Workload" pages | Lecture (1 min) | |
| Single Instructor, Single Funding | Lecture (3 min) | |
| Single Instructor, Multiple Funding | Lecture (7 min) | |
| Multiple Instructor, Single Funding | Lecture (3 min) | |
| Multiple Instructor, Multiple Funding | Lecture (8 min) |
Manager Self Service
Click on the links under the headings for Movie, Step-by-Step or Quick Reference to view information about Manager Self Service.
| Title | Document |
Movie |
| Terminate an Employee | Coming Soon |
|
| Request a Promotion for an Employee | ||
| Approve a Promotion for an Employee | ||
| How Promotions Impact the Employee Job Record | ||
| Promotions Section from Staff Personnel Policies | ||
| Position Management, Reports To, Updates to Job | ||
| Retire an Employee | Coming Soon |
|
| Request an Ad Hoc Salary Change for an Employee | ||
| Approve an Ad Hoc Salary Change for an Employee | ||
| Cheat Sheet Notes for Ad Hoc Salary Change | ||
| Enter a Performance Rating for an Employee | ||
* For optimal viewing of the movies, change the screen resolution to 1280 x 1024. Review the job aid for screen resolution set-up.
Having Trouble with Ad Hoc Salary Changes?
Can you no longer see your direct reports in Manager Self Service (MSS) when you are making Ad Hoc Salary changes?
- Enter the effective date of the Ad Hoc Salary Change first
- Then hit the GO button
Several people have not realized they still needed to click the GO button.
OHR
This document defines the fields in Job. Refer to this to verify that data was not adversely affected by Position Management, Reports To, and Updates to
Job processes.
| Title | Document |
Movie |
| HRIS View Only Reference Guide |
Students
| Title | Document |
Movie |
| See a Class Roster | ||
| View Open Sections of a Course | ||
| Enroll in classes using Self Service | ||
| Enroll in classes - extended version |
Student Finances
| Title | Document |
Movie |
| View Student Financial Account Information |
Do you have a question about OASIS? E-mail us at askoasistraining@asu.edu
Do you have a question about PeopleSoft? Go to:
https://techbase.asu.edu/wiki/index.php/Job_Aids
