In this topic you will learn the PeopleSoft Homepage and Basic Navigation.

NOTE: In this guide, the exercises in the PS9HRTRN database will be used for training purposes only. Users will access the PS 9.2 HCM Production (PS9HRPRD) database when entering information into the system, and PS 9.2 HCM Reports (PS9HRRPT) when retrieving information from the system.

You can press the [F11] function key on your keyboard to expand your workspace. This will hide the browser (the Back and Forward Buttons, the Address bar, and the Command Bar).

Pages can be printed by selecting File, Print on the browser menu bar, or by clicking the Tools button (highlighted in green) and selecting the Print option from the menu.

NOTE: The Back and Forward buttons (highlighted in yellow) on the browser should NEVER be used in PeopleSoft. Use only the buttons and links provided in the panels.

The system defaults you into the Home page which serves as your navigational start point.

In the top left corner, the database designation is displayed. In this example, the database designation is PS9HRTRN, where:

PS - PeopleSoft

9 - version of PeopleSoft we are using

HR - Human Resource application

TRN - Training database

Favorites provides users easy accessibility to pages often used within PeopleSoft. Your five most recently viewed pages will display in the Recently Used section. Simply click on the link to access a listed page rather than navigating through the Main Menu.

As a web-based application, a user can save a favorite page in the system just as s/he would when using the web. Saved pages will be listed in the My Favorites section, such as the Leave Request (SF-6) page shown here. Again, simply click the link to access the page.

The Main Menu link allows users to access transaction pages from which you can enter and modify data. The Main Menu provides an organized view of available submenus and component pages. Submenus and components can be viewed in cascading pagelets or static pages. Both will be discussed later in this guide.

Click the Home link to return to your homepage.

Click the Sign out link to exit of the application. Please do not "X" out of the PeopleSoft or Citrix.

The Notification flag displays a number count on the flag icon in the banner to notify users of any new Actions. Actions are links that allow you to navigate directly to an action needing your attention.

Notification Actions will include:

• PER-3 manager approval notifications

• Manager Leave Approval

You will either Approve or Deny the request. Once Approved the Notification count is removed or reduced.

NOTE: LSU Health Shreveport and HCSD will not receive Actions through the Notification flag. Only LSU Health New Orleans managers will receive action items through the Notification flag.

The NavBar is a new feature in version 9.2 and is used in conjunction with Fluid Menus. The NavBar will be discussed later in this guide.

The Search option located on the homepage enables users to find a transaction page without searching through submenus if s/he is unsure of its navigational location. Based on the information entered, the system retrieves a list of available pages from which the user can choose to navigate.

This completes PeopleSoft Homepage and Basic Navigation.