PeopleSoft Roadmaps
Get on the fast track to learning PeopleSoft
PeopleSoft Roadmaps provide high-level plans that state a module's objectives
and captures the major steps to achieve those objectives.
Starting Line for New Users:
To keep from driving in the dark, all new users should start with these two things:
1. Introduction to PeopleSoft Roadmap.pdf (08/10/23, v1.4)
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).
2. What is a PeopleSoft Roadmap? (video) (August, 2023, 4:26)
This video explains the basic structure and purpose of a PeopleSoft Roadmap using the Introduction to PeopleSoft Roadmap which all new users should review. Roadmaps are available for most modules.
Plan your route from one of our many Roadmaps...
Ladies & Gentlemen, start your engines!
HCM Roadmaps
PeopleSoft Training Roadmap - Absence Management.pdf (08/01/23, v1.2)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of processing and tracking absence events (leave requests).
PeopleSoft Training Roadmap - Benefits Administration.pdf (08/01/23, v1.1)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding PeopleSoft Benefit Administration.
PeopleSoft HR Training Roadmap - DBT.pdf (08/02/23, v3.36)
This roadmap for DBT identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively adding and updating Department Budget Tables (DBTs) for Positions in PeopleSoft. The roadmap is also designed to provide a high-level understanding of the impact that the DBT has in Payroll, PeopleSoft FIN, and the PEDR Report once distribution completes after payroll each month.
PeopleSoft HR Training Roadmap - Job Data.pdf (08/02/23, v3.4)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively entering Job Data in PeopleSoft including New Hires, LOAs, Transfers, adding additional Employment Instances, and Terminations. These training objectives, key concepts, and resources should be reviewed and referred to as you work with the Job Data module in PeopleSoft HCM.
PeopleSoft HR Training Roadmap - Personal Information.pdf (08/03/23, v3.3)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively entering Personal Information in PeopleSoft. Topics include entering and updating all personal information including name and address changes, monitoring health and safety data, and meeting regulatory requirements.
PeopleSoft HR Training Roadmap - Position Management.pdf (08/03/23, v3.2)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively adding and updating different kinds of staff positions. These training objectives, key concepts, and resources should be reviewed and referred to as you work with the Manage Position module in PeopleSoft HCM.
PeopleSoft Training Roadmap - Payroll.pdf (08/30/23, v1.0)
This roadmap identifies SDCOE training resources and outline steps to help you reach your goal of understanding and effectively adding and updating different kinds of Payroll data.
PeopleSoft Training Roadmap - Time and Labor.pdf (08/02/23, v1.1)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of entering, adjusting, and approving positive and exception time worked.
Finance Roadmaps
PeopleSoft Training Roadmap - Account Payable (08/07/23, v1.0)
This roadmap identifies SDCOE training resources and outlines 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.
PeopleSoft Training Roadmap - Accounts Receivable (10/18/23, v1.0) This roadmap walks you through the steps of processing a deposit in PeopleSoft.
PeopleSoft Training Roadmap - Commitment Control (KK).pdf (08/10/23, v1.2)
This roadmap identifies SDCOE training resources and outlines 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).
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.
PeopleSoft Training Roadmap - General Ledger.pdf (08/04/23, v1.0)
This roadmap identifies SDCOE training resources and outlines 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.
PeopleSoft Training Roadmap - Inventory (10/19/23, v1.0) This roadmap guides you through the management and maintenance of warehouse items.
PeopleSoft Training Roadmap - Purchase Orders.pdf (10/19/23, v1.1)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding and effectively processing purchase order transactions in PeopleSoft.
PeopleSoft Training Roadmap - Requisitions (PO1).pdf (08/11/23, v1.3)
This roadmap identifies SDCOE training resources and outlines steps to help you reach your goal of understanding, entering, and maintaining requisitions for items to be purchased.
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) Tis 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.
