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PeopleSoft & myCU

Adding a page to favorites in Peoplesoft FERPA for Clarkson Faculty and Staff FERPA for Teach...

Adding a page to favorites in Peoplesoft

First, navigate to the page you wish to add to Favorites. Click on the Favorites in the upper lef...

FERPA for Clarkson Faculty and Staff

All faculty and staff must complete Family Educational Rights and Privacy Act of 1974 (FERPA) com...

FERPA for Teaching Assistants (TAs) and Student Employees

All TAs and Student Employees must complete Family Educational Rights and Privacy Act of 1974 (FE...

Finding your worklist in Peoplesoft 9.0 or Peoplesoft Financials

Each user of Peoplesoft 9.0 Student/HR has a personal worklist that will display transactions tha...

myCU (PeopleSoft Student 9.2)

The documentation on this page relates to Clarkson employees and is broken down into categories b...

Barnes & Noble Adoption & Insights Portal (AIP)

The AIP is utilized by the University Bookstore to acquire faculty textbook adoptions for your co...

Online Course Evaluation (OCE)

Instructors can request online course evaluations for their courses by  using the 'opt-in' button...

PeopleSoft Faculty Center

Faculty Center – Moodle Setup Faculty Center – Echo360 Signup Faculty Center – Final Exam Set...

PeopleSoft Faculty Center - Class Roster

Faculty access their Class Roster from their myCU Faculty Center.  Step-by-step guide: Sele...

PeopleSoft Faculty Center - Moodle Setup

Getting to Peoplesoft Faculty Center: Log-in to PeopleSoft at: https://ps.clarkson.edu/ ...

Requesting access to create a Payroll Authorization

In PeopleSoft 9.0 Student/HR navigate to Main Menu > Manager Self-Service > CU Payroll Authorizat...

SAS Forms in myCU

Many of the forms commonly used by SAS are now available for completion electronically within myC...

Summer Salary Quick Reference

Navigate to ps.clarkson.edu Select ‘PeopleSoft Human Resources 9.2 ’ then ‘Faculty/Staff HR Lo...

What you need to know about electronic Payroll Authorizations

Navigate to the Payroll Authorization menu in Peoplesoft 9.0 Student/HR. Main Menu > Manager Self...

Student Information System

Page: What is START@CU? (OIT - Knowledge Base) start-at-cu campus-solutions student kb...

Submitting a Progress Survey

Step-by-step guide To submit a progress survey, please follow these steps: Login to PeopleS...

Managing START@CU Flags

As an academic advisor, you are notified whenever one of your advisees has flags raised about the...

Pre-College Surveys

Students experiencing issues with their pre-college surveys (ex. locked out, unable to submit) sh...

What is START@CU?

START@CU is an early intervention tool that allows faculty to submit information about the academ...

Peoplesoft HR

PeopleSoft Financials 9.2

Purchasing

PeopleSoft Financials 9.2 Purchasing Add a Requisition Requisition against FY21 Bu...

Add a Requisition

PeopleSoft Financials 9.2 Within this document, take me to... Requisition Defaults Add...

Requisition against FY21 Budgets

PeopleSoft Financials 9.2 Prepare a requisition as normal with the following 3 exceptions: With...

Requisition using Multiple Budgets

PeopleSoft Financials 9.2 Follow the Add a Requisition instructions and return to these instru...

Stages of Purchase Order Activity

PeopleSoft Financials 9.2 The below illustrations walk through the impact of various scenarios o...

Expense Reports

PeopleSoft Financials 9.2 Expense Reports * Creating An Expense Report 9.2 Adding addi...

Finding your worklist in Peoplesoft 9.0 or Peoplesoft Financials

Each user of Peoplesoft 9.0 Student/HR has a personal worklist that will display transactions tha...

PeopleSoft Financials 9.2

What's New in 9.2? Frequently Asked Questions Homepages / Tiles Add Tiles to My Homepage ...

Accounting Information

PeopleSoft Financials 9.2 Accounting Information Accounts Chartfield Values / SpeedCha...

Accounts

PeopleSoft Financials 9.2 Accounts Numeric 4-digits Details the type of Expense, Revenue, As...

Chartfield Values / SpeedCharts

PeopleSoft Financials 9.2 Sample Chartfield String Fund Department Project/Grant Accou...

Controller's Corner

PeopleSoft Financials 9.2 Sorted by Subject General Controller's Corner Introduction Co...

Controller's Corner Introduction

[Controller's Corner] Announcement Date:  January 21, 2020 Controller's Office Introduces Contr...

Foreign Travel Using One Card

Controller's Corner Announcement Date:  February 4, 2020

Submitting Invoices to be Paid

Controller's Corner Announcement Date:  March 4, 2020

Tips For Using My Wallet

Controller's Corner Announcement Date:  February 20, 2020

Travel and Expense Center

Controller's Corner Announcement Date:  April 24, 2020

Accounts Payable

PeopleSoft Financials 9.2 Accounts Payable Payment Request Payment Request Paymen...

Payment Request

PeopleSoft Financials 9.2 Create a payment request is an automated process to submit disbursemen...

Create Payment Request

PeopleSoft Financials 9.2

Payment Request Center

PeopleSoft Financials 9.2

Payment Request

PeopleSoft Financials 9.2 Create a payment request is an automated process to submit disbursemen...

Payment Request - Custom Expense Types

PeopleSoft Financials 9.2 Select the Accounts Payable homepage Choose the Payment Request Cen...

Approvals

PeopleSoft Financials 9.2 Approvals Approve an Expense Report Approve a Requisition ...

Approve an Expense Report

PeopleSoft Financials 9.2 Select the Expense Report homepage   Select the Approval Worklist t...

Approve a Requisition

PeopleSoft Financials 9.2 Select the Purchasing homepage   Select the Approval Worklist tile ...

Approve a Travel Authorization

PeopleSoft Financials 9.2 Select the Expense Report homepage   Select the Approval Worklist t...

Central Services

PeopleSoft Financials 9.2 Central Services Add a Receipt

Add a Receipt

PeopleSoft Financials 9.2 Select the Central Services homepage   Choose the Receiving tile ...

Expense Report

PeopleSoft Financials 9.2 Expense Reports * Creating An Expense Report 9.2 Adding ad...

Cash Advances

PeopleSoft Financials 9.2 Cash Advances Applying Cash Advances to an Expense Report 9.2 ...

Applying Cash Advances to an Expense Report 9.2

PeopleSoft Financials 9.2 Creating an Expense Report Once your expense report lines have been a...

Cash Advances

PeopleSoft Financials 9.2 There are essentially two steps to creating a Cash Advance (CA): en...

Deleting a Cash Advance 9.2

PeopleSoft Financials 9.2 A Cash Advance can only be deleted provided it is not paid, selected f...

Modifying a Cash Advance 9.2

PeopleSoft Financials 9.2 There are only three points at which you can modify a Cash Advance: ...

Viewing a Cash Advance status, pending actions or action history 9.2

PeopleSoft Financials 9.2 1PeopleSoft Financials 9.2 1.1Viewing a Cash Advance Status 1.2P...

Creating An Expense Report 9.2

PeopleSoft Financials 9.2 PEOPLESOFT 9.2 TRAVEL AND EXPENSES:CREATING EXPENSE REPORTSThere are e...

Adding additional expense lines to an expense report 9.2

PeopleSoft Financials 9.2 Entering header information in an Expense Report 9.2 To add one or mo...

Adding One Card charges from My Wallet 9.2

PeopleSoft Financials 9.2 You will need to make sure you have created an Expense Report: If you...

Attaching receipts to an Expense Report 9.2

PeopleSoft Financials 9.2 Once the expense report has been saved, you need to attach your receip...

Checking for errors when creating an Expense Report 9.2

PeopleSoft Financials 9.2 Once you have added all of your expense lines and entered the required...

Copy of Applying Cash Advances to an Expense Report 9.2

PeopleSoft Financials 9.2 Creating an Expense Report Once your expense report lines have been a...

Correcting the expense type in My Wallet 9.2

PeopleSoft Financials 9.2 If the Expense Type selected by the system is not correct, you **must ...

Default Accounting for Report

PeopleSoft Financials 9.2 While creating an expense report, you may need to change the default d...

Entering header information in an Expense Report 9.2

PeopleSoft Financials 9.2 No matter which method you use to start your expense report, you must ...

Modifying an Expense Report

PeopleSoft Financials 9.2 The navigation for Modifying an Expense Report has changed in PS Finan...

Receipt Split in an Expense Report

PeopleSoft Financials 9.2 A single receipt can contain multiple items that require more than one...

Review OneCard Information

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/Edit Profile...

Saving an Expense Report 9.2

PeopleSoft Financials 9.2 When your expense report is complete and free of errors, you need to s...

Using Hotel Wizard 9.2

PeopleSoft Financials 9.2 Hotel bills often include more than just the room charge and tax; item...

USING MY WALLET

My Wallet includes more functions than just viewing your One Card charges.       1.  You can add...

Viewing payment status 9.2

PeopleSoft Financials 9.2 Navigate to the Review Payments page The only required field will b...

Travel Authorizations

PeopleSoft Financials 9.2 Travel Authorizations Associating a Travel Authorization to an Ex...

Associating a Travel Authorization to an Expense Report 9.2

PeopleSoft Financials 9.2 Once your expense report lines have been added, you can associate a Tr...

Canceling a Travel Authorization

PeopleSoft Financials 9.2 Travel Authorizations that have been budget checked cannot be delete...

Create/Modify Travel Authorization

In the Expense Report Homepage, you will find a tile Create/Modify Travel Authorization (TA).  Th...

Deleting a Travel Authorization 9.2

PeopleSoft Financials 9.2 First you must navigate to the Delete Travel Authorization page. Fo...

Draft - Approving/sending back a Travel Authorization or Expense Report

PeopleSoft Financials 9.2 First you must navigate to the Approve Transactions screen. Please not...

Draft - Attaching supporting documentation to a Travel Authorization

PeopleSoft Financials 9.2 The process for adding attachments for a Travel Authorization will be ...

Entering header information into a Travel Authorization 9.2

PeopleSoft Financials 9.2 The TA header is also known as the General Information section. Fields...

Saving a Travel Authorization 9.2

PeopleSoft Financials 9.2 When your TA is complete and free of errors, save it and attach any su...

Frequently Asked Questions

PeopleSoft Financials 9.2 Navigation How do I get to the menu path? On the User Prefer...

Homepages / Tiles

PeopleSoft Financials 9.2 Homepages / Tiles Add Tiles to My Homepage Arrange Tiles on ...

Add Tiles to My Homepage

PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used t...

Arrange Tiles on a Homepage

PeopleSoft Financials 9.2 To arrange tiles on a homepage, drag and drop the tile into the po...

Remove Tiles from My Homepage

PeopleSoft Financials 9.2 My Homepage is for your own use to add your most frequently used t...

User Preferences

PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Cha...

Arrange Main Menu in alphabetical order

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Change Date and/or Decimal format

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Delegate Authority - Approval

PeopleSoft Financials 9.2 Delegating Authority provides your chosen delegate with the ability to...

Delegate Entry Authority - Expense Report

PeopleSoft Financials 9.2 Depending on your selections, Delegate Entry Authority provides your c...

Enable / Disable Autocomplete

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Pref...

Review/Edit Profile - Expense Report

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/...

What's New in 9.2?

PeopleSoft Financials 9.2 Changes effective January 2021... Description Pre-Update 9.2 V...

Budget Management

PeopleSoft Financials 9.2 Budget Management Beginner's Budget Training Budget Overview...

Beginner's Budget Training

PeopleSoft Financials 9.2 Download the pdf for the slides presented in Budget Training class

Budget Overview - Department

PeopleSoft Financials 9.2 Select the Budget Management homepage   Choose the Budg...

Budget Overview - Grant

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Budget...

Budget Overview - Personalize

PeopleSoft Financials 9.2 Run Budget Overview (Budget Overview - Department or Budget Overview -...

Dashboard - Department

PeopleSoft Financials 9.2 Select the Budget Management homepage Select the Depart...

Dashboard - Project/Grant

PeopleSoft Financials 9.2 Select the Budget Management homepage Select the Projec...

nVision - Create Report Book

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the nVisio...

nVision Drill Down For Excel 2016

Setting up the nVision drill toolbar For Excel 2016 1. Download the DrillToPIA2016.zip file. 2....

nVision - Run Reports

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the nVisio...

Salary / Wage Detail - Project / Grant

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query Vi...

Student Wage Detail - Department

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...

Transaction Detail - Department

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...

Transaction Detail - Project / Grant

PeopleSoft Financials 9.2 Select the Budget Management homepage Choose the Query ...

Copying/Cloning an Account in PS

1.Locate a user to clone from in PS-User Profiles. Go to user profile at the top and select 'Copy...