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User Preferences

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 User Preferences Arrange Main Menu in alphabetical order Change Date and/or Decimal format Delegate Authority - Approval Delegate Entry Authority - Expense Report Enable / Disable Autocomplete Review/Edi...

To Approve
SS

Arrange Main Menu in alphabetical order

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Navigation Personalizations The 4th option in this section is the Dropdown Menu Sort Order - ch...

autocomplete
To Approve
SS

Change Date and/or Decimal format

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Regional Settings Choose from the available options for the Date Format/Separator and the Decim...

decimal_format
date_format
To Approve
SS

Delegate Authority - Approval

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Delegating Authority provides your chosen delegate with the ability to approve expense reports and purchase requisitions charged against the department(s) and/or project(s) specified Select the User Preferences homepage Choose th...

delegate
delegate_authority
To Approve
SS

Delegate Entry Authority - Expense Report

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Depending on your selections, Delegate Entry Authority provides your chosen delegate(s) the ability to create, edit, submit, and/or view your expense reports, travel authorizations, and cash advances. Select the User Preferences...

delegate
delegate_entry_authority
expense_report
To Approve
SS

Enable / Disable Autocomplete

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the My Preferences tile  Within General Settings, expand Navigation Personalizations Scroll to the bottom of this section to find Autocomplete and shift...

autocomplete
To Approve
SS

Review/Edit Profile - Expense Report

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Select the User Preferences homepage Choose the Review/Edit Travel Profile tile Employee Data The Employee Data tab is display only. (Home Address intentionally shows Campus Address.) Corrections should be s...

To Approve
SS

What's New in 9.2?

Peoplesoft PeopleSoft Financials 9.2

PeopleSoft Financials 9.2 Changes effective January 2021... Description Pre-Update 9.2 Version Post-Update 9.2 Version   The color scheme has changed PeopleSoft no longer supports classic navigation; so, the classic home tile has be...

peoplesoft_financials
To Approve
SS

Teaching with Clarkson Zoom

General Knowledge Base Educational Technologies

This article will walk you through how to log in, schedule and set up a Zoom meeting, navigate the Zoom Meeting page, start a meeting, navigate your Zoom meeting tools, share your screen, and get help with Zoom. Also, there is a link to the article on how to s...

zoom
polls
setup
breakouts
breakoutrooms
kb-how-to-article
To Approve
LD

Installing EMS Client

General Knowledge Base Room Reservations

Step-by-step guide Contact RoomReservations@Clarkson.edu first to make sure the client is actually the best tool for you! Go to https://reserve.clarkson.edu/EMSDesktopWebDeploy Follow the instruction on the page to install the EMS Client NOTE:  Be sure...

ems
kb-how-to-article
To Approve
WS

Making a Reservation using Virtual EMS

General Knowledge Base Room Reservations

  For step by step directions to make a reservation in EMS or to complete the Room Reservations Google Form,  please watch this video.  Open your web browser. Go to the URL https://reserve.clarkson.edu/EmsWebApp/ and log in with your Active Director...

ems
reservation
study+room
vritual+ems
circulation+desk
kb-how-to-article
To Approve
JY

Reserving BH Snell B19 (TLC Classroom) using Virtual EMS

General Knowledge Base Room Reservations

The TLC Classroom at BH Snell B19 may be reserved by staff or faculty only. For access to the room, faculty and staff may request card swipe access to the door by contacting Laura Perry, lperry@clarkson.edu. Open your web browser. Go to the URL http:...

ems
reservation
study+room
vritual+ems
circulation+desk
kb-how-to-article
To Approve
LP

Reserving TLC Classroom / Lightboard Studio using Virtual EMS

General Knowledge Base Room Reservations

Open your web browser. Go to the URL http://reserve.clarkson.edu/VirtualEms Highlight "My Account" and login using your Clarkson AD username and password. You are now logged into Virtual EMS, and should see your name on the right hand side o...

ems
reservation
study+room
vritual+ems
circulation+desk
kb-how-to-article
To Approve
LP

Using EMS Client to Check for Special Event Setup Information

General Knowledge Base Room Reservations

Open EMS by clicking on the EMS Icon on your desktop: You may be prompted for server and database information the first time you log in to EMS.  This information will be stored after you log in but may appear after Windows or EMS client updates.  This...

ems
reservation
study+room
vritual+ems
circulation+desk
kb-how-to-article
To Approve
WS

Viewing Room Schedule in EMS

General Knowledge Base Room Reservations

Browse to http://reserve.clarkson.edu Log in using your AD credentials under 'My Account > 'Login' Under 'Reservations' choose the type of room that you wish to see a schedule for.  Choose a date and time (you will be able to see the full day, no matter t...

To Approve
JY

Add a Training to an Employee Record

Peoplesoft Peoplesoft HR

Managers access it by logging into PeopleSoft HR 9.2 2. Navigate to Main Menu -> Workforce Development -> Profile Management -> Profiles 3. From there search for the person you want. In some cases, they may give you multiple results. If the Employee Number...

Forwarding RT Tickets

General Knowledge Base Campus Ticket Tracking

Forwarding Tickets - include all attachments and reply/comment history : At the top of the RT Ticket page click on "Actions" and then click on "Forward" This will Forward the entire ticket which includes all reply/comment history and all attachments. Fo...

rt
tracker
kb-how-to-article

New Page

General Knowledge Base