Video Tutorials

These video tutorials were created by the SDCOE PeopleSoft Support Team to assist you with using PeopleSoft Finance, HCM, Employee Self-Service and Hyperion. Use these video tutorials for help with common transactions in PeopleSoft.

    • Great for cross-training, reviewing content before and after classroom instruction, learning a new topic, and to confirm your steps.

    • Need a guide to print/download? We have step-by-step guides that correspond to these tutorials on our PeopleSoft Resources > Guides page.

    • Recommended browsers: Chrome and Firefox.

Accounts Recievable

Accounts Receivable Basics (15:59)

Excel & PeopleSoft Finance Queries

PeopleSoft Conference - Excel and PeopleSoft Queries FIN Video

This video shows some ways to analyze the M_GL_DETAILS_PO query in Excel using filters, pivot tables, If and Left formulas. This query includes all details in Finance including AP payment information. Learn how to summarize the data very quickly with a few formulas and a pivot table. At about 7 min, 41 sec, see how to configure a pivot table to mimic a Trial Balance by Restricted and Unrestricted.

Purchasing

PO1: Creating New Requisitions for the Next Fiscal Year

FINANCE VIDEOS

Introduction to PeopleSoft

INTRO: Introduction to PeopleSoft

Accounts Payable

ACH Vendor Payment (7:57)

HCM VIDEOS

Introduction to PeopleSoft

INTRO: Introduction to PeopleSoft

Excel & PeopleSoft HCM Queries

PeopleSoft Conference - Excel and PeopleSoft Queries HCM Video

This 12-minute video demonstrates several Excel functions: pivot table, freeze panes, filters, subtotaling, remove duplicates, vlookup, and concatenate. Data from two HCM queries are used: M_TL_PAYABLE_TIME_AUDIT and M_PY_PAYCHECKS_BY_DIST.

Human Resources

HR General: Importance of Effective Dates in HR

HR1: Updating Salary Grades and Steps (MANUAL PROCESS)

HR2: Creating a position

HR2: Creating a position from a copied position

HR2: An In-Depth Look: Positions in PeopleSoft

HR3: Person Search Query

HR3: Transfer vs Add an Employment Instance and Primary vs Secondary Job

HR3: Updating Accrual Hours Factor

HR4: PAF Training for Originators

HR5: Understanding the Department Budget Table (36:26)

HR5: Department Budget Table One Time Setup HR5: DBT Effective Date "Locked" After Payroll (6:07)

HR5: Department Budget Table Clean Up

HR5: Updating a DBT

Resolving Data Entry Errors

Resolving Data Entry Audit Error (01) Missing or inactive Time Reporter Data record

Time & Labor - Rapid Time

How to Use Rapid Time (with Empl Rec) (43 min)

Time Reporter Data

Time Reporter Data Correct History Training Video

(9 min)

Alternative Retirement System (ARS)

PeopleSoft ARS Tutorial (24 min)

HCM RECORDED SESSIONS

2019-06-04 Summer Months and Short Work Break

SWB explained; Summer Months information; Auditing Data of 10 and 11 Month Employees, and Working with Data During Summer Months