Finance Training Materials

PeopleSoft Support Team has created a variety of Finance training materials to help you work in each of the different modules.

Video overview of Training Materials Webpages (March 2021, 18:25)

Navigation Guide

Have you ever racked your brain trying to remember what the navigation was for a particular PeopleSoft screen? 

Check out our newest guide that  has ALL the navigations used in our PeopleSoft HCM and Finance guides and job aids. It groups the navigations by module for ease of use. 

                                                Guides & Job Aids                                                                Videos & Webinars

Introduction to PeopleSoft Roadmap.pdf (08/10/23 v1.4) The purpose of this roadmap is to take you through steps to learn the basic terminology, rules of thumb, navigations, searching and running reports used in PeopleSoft Human Capital Management (HCM), Finance and Employee Self-Service (ESS).

Master Guide:

Job Aids:

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Getting Started with PeopleSoft:

Basic PeopleSoft Functionality:

Troubleshooting :

PeopleSoft Training Roadmap - Account Payable (08/07/23, v1.0) This roadmap outline steps to help you reach your goal of obtaining the knowledge to perform duties related to creating, posting and maintaining vouchers and maintaining supplier information in the Accounts Payable processes. 

Master Guide:

Supporting Guide:

Spreadsheet: 

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Master Guide: 

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PeopleSoft Training Roadmap - Accounts Receivable (10/18/23, v1.0) This roadmap walks you through the steps of processing a deposit in PeopleSoft.

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Quick Guide:

Master Guide: 

PeopleSoft Training Roadmap - Commitment Control (KK).pdf (08/10/23, v1.2) This road map outline steps to help you reach your goal of creating and maintaining budgets, check actual transactions against budgets, and check future financial obligations (pre-encumbrances & encumbrances).

Master Guide: 

Job Aids:

Spreadsheet:

Budget Import Files:

Open these files and download them to a file on your computer in order for them to work with the macros. 

Working Journal Import Files:

 Videos:

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 Job Aids:

PeopleSoft Training Roadmap - Financial Asset Management (10/19/23, v1.0) This roadmap walks you through the functionality of Assets Management, which includes recordkeeping of asset items, depreciation, disposals, and running reports. 

Master Guide:

Job Aids:

PeopleSoft Training Roadmap - General Ledger.pdf (08/04/23, v1.0) This roadmap outline steps to help you reach your goal of creating and processing journal entries and auditor’s transfers. Understand chartfield maintenance and identify the many business processes included in the General Ledger. 

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Supporting Guide:

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Spreadsheets:

Import files:

Open these files and download them to a file on your computer in order for them to work with the macros. 

Videos:

PeopleSoft Training Roadmap - Inventory (10/19/23, v1.0) This roadmap guides you through the management and maintenance of warehouse items. 

Master Guide:

This guide was created for staff responsible for direct control and maintenance of warehouse items. It covers how to use PeopleSoft for complete management of warehouse items. 

Job Aids:

Refer to the PBCS Training Materials page for training videos, guides and other related materials.

Master Guide:

Presentation:

PeopleSoft Training Roadmap - Requisitions (PO1).pdf (08/11/23, v1.3) This roadmap outline steps to help you reach your goal of understanding, entering, and maintaining requisitions for items to be purchased. 

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PeopleSoft Training Roadmap - Purchase Orders.pdf (10/19/23, v1.1) This roapmap outline steps to help you reach your goal of understanding and effectively processing purchase order transactions in PeopleSoft.

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PeopleSoft Training Roadmap - TE1 Travel & Expense for Employees.pdf (08/11/23, v1.3)  

This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively adding and updating Travel and Expense Transactions.

PeopleSoft Training Roadmap - TE2 Travel & Expense Admnistration.pdf (09/08/23, v1.0

This roadmap identifies SDCOE training resources and outline steps to help you reach your goal of understanding and effectively assigning delegates, editing an employee’s default ChartFields for a travel authorization (TA) or expense report (ER), viewing all TAs/ERs for the organization, doing the rollover for TA encumbrances at the end of the year and other administrative functions.

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Year End Purchasing Refresher Video:

Year End Purchasing Detailed Video:

PO Rollover Videos:

Other Purchasing Year End Videos:

Year End Inventory Refresher Video:

Year End Inventory Detailed Video: