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.
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Query Reference Guide (FIN)
Overview of the Query Reference Guide
Year End Finance
PO Rollover Process (14:36)
Year End PO Rollover Webinar (46:51)
Accounts Receivable Basics (15:59)
Excel & PeopleSoft Finance Queries
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.
Introduction to PeopleSoft
Excel & PeopleSoft HCM Queries
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.
HR2: Creating a position from a copied position
HR3: Person Search Query
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
Time & Labor - Rapid Time
Time Reporter Data
Alternative Retirement System (ARS)
PeopleSoft ARS Tutorial (24 min)
HCM RECORDED SESSIONS
SWB explained; Summer Months information; Auditing Data of 10 and 11 Month Employees, and Working with Data During Summer Months
EMPLOYEE SELF-SERVICE (ESS) VIDEOS
Approval WorkCenter (26:01)
How to Use Sandbox Data (5:41)