HCM Training Materials

PeopleSoft Support Team has created a variety of Human Capital Management (HCM) training materials to help you work in each of the different modules.

  • Guides and Job Aids: Provide step by step instructions, spreadsheets and Excel-to-CI tools.

  • Videos & Webinars: These include basic and advanced videos and recordings from our webinars.

    • BASIC Videos: Great way to get your new hires working in PeopleSoft; use in conjuction with the training guides.

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

Visit these other web pages for additional training materials:

Navigation Guide

Have you ever racked your brain trying to remember what the naviation 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

Master Guide:

Supporting Guides:

Presentation:


Templates:

  • ExcelToCI.vb1 Required for ALL Excel/CI spreadsheets. This file must be renamed to ExcelToCI.vbs after it is downloaded.

  • RelLangMcro.xla Required for ALL Excel/CI spreadsheets.


Master Guide:

Master Guide: HR2 Position Management Guide.pdf. (06/09/22, v7.2) NEW Fluid View

Job Aids:

Activities:

Fluid Process for Position Management Video (04/28/22, 30:59 ) NEW This demo was done for non-recruiting districts but many of the steps apply to all districts. The difference is that if you are doing approvals, you will need to wait for all approvals before transaction will be completed.


HR2 An In-Depth Look: Positions In PeopleSoft Video, (15:53) BASIC

HR2: Creating a Position Video, (Apr 2018, 09:28)

Position Control Video. (May 2019, 42:54)

HR3B: Entering and Maintaining Job Data

HR3B: Entering and Maintaining Job Data

Master Guide: HR3B - Entering and Maintaining Job Data Guide.pdf (06/27/22, v1.1) NEW

Supplemental Guides:

Job Aids:

Checklists:

Activities:

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Master Guide:

  • HR 4 PAF Guide.pdf. (04/22/22, v7.1) Updated with new Position Mgmt screen to do PAF Requests.

Supporting Guides:

Checklist:

Presentation:


Master Guide:

Checklists:

Individual Checklists: