PeopleSoft (HCM) Human Resources Web-Based Training
LSUHSC PeopleSoft web-based training provides you access to PeopleSoft courses 24 hours a day, 7 days a week!
PeopleSoft web-based training is an excellent supplement to your classroom experience by reviewing the topics from your computer desktop, you may also use it to prepare before attending traditional classroom instruction. The courses are self-paced, so you may view a topic multiple times and/or skip topics you are familiar with or wish to view at a later time. The courses are in TRY IT! Mode, which means you may practice a task in a simulated environment where you will be guided through each step. If you get stuck on any particular step or just want to move through the screens without entering the required data, simply press the <Enter> key on your computer keyboard.
**IMPORTANT: If you are accessing PeopleSoft web-based training from the LSUHSC - Shreveport campus, you must access it in PS Desktop. Also, if you are unable to access the web-based training from your computer desktop, you must access it in PS Desktop.** New modules and topics will be added on a regular basis. Please contact the Training Team if you have any questions or comments about LSUHSC PeopleSoft Web-Based training.
Click on the Try It! link(s) next to the specific PeopleSoft module or topic you need:
Basic Navigation (All Sites):
PeopleSoft - Basic Navigation - Human Resources:
The participant will learn basic navigation techniques in PeopleSoft HCM
| Log-on to PeopleSoft | TRY IT! |
| Home Page and Basic Navigation | TRY IT! |
| Drop Down Menu / Classic Navigation | TRY IT! |
| NavBar Navigation | TRY IT! |
| Menu Search | TRY IT! |
| Favorite Specific Information | TRY IT! |
Once you have completed Basic Navigation click here: I have Completed Basic Navigation for PeopleSoft HRMS
Human Resources Courses Web Based Training:
PeopleSoft Develop Workforce Administration - HCSD:
The participant will learn navigation for HRMS for the Employee Position Data Panels
which includes: Create a position, Update Position data, Hire an Employee, Concurrent
Jobs, Record a Dept. Change, Record Leave of Absence, Record Return from Leave of
Absence, Record an Employee Promotion, Record a Pay Rate Change, Record an Employee
Termination, Record an Employee Rehire, View Job Summary Info, Record Employee Data
Change, Query Position data, Run a Crystal report.
| Create a Position | TRY IT! |
| Update Position Data | TRY IT! |
| Run a Query | TRY IT! |
| Add a Person - Classified | TRY IT! |
| Add a Person - Unclassified | TRY IT! |
| Record an Employee Data Change | TRY IT! |
| Add a Concurrent Job | TRY IT! |
| Record a Department Change | TRY IT! |
| Record a Leave of Absence | TRY IT! |
| Return from Leave of Absence | TRY IT! |
| Record an Employee Termination | TRY IT! |
| Record an Employee Rehire | TRY IT! |
| View Job Summary Information | TRY IT! |
| Record a Pay Rate Change | TRY IT! |
| Record Employee Promotion | TRY IT! |
PeopleSoft - Human Resource Management Inquiry - LSUSH:
The participant will learn to view information on the following: Workforce Administration (personal data, job data, job summary, monitor absence), Benefits (accrual balances, employee data summary, track FMLA), Payroll for North America (paycheck summary, actuals distribution, additional pay), Workforce Development (professional education and training, faculty tenure), Organizational Development (manage positions), Enterprise Learning (training summary), Budget Information (department budget table).
| View Personal Data | TRY IT! |
| View Job Data | TRY IT! |
| View Job Summary | TRY IT! |
| Review Accrual Balances | TRY IT! |
| Review Employee Data Summary | TRY IT! |
| Review Paycheck Summary | TRY IT! |
| Review Actuals Distribution | TRY IT! |
| Position Management | TRY IT! |
| Review Training Summary | TRY IT! |
| View Department Budget Table | TRY IT! |
PeopleSoft - Human Resource Management Inquiry - HCSD:
The participant will learn to view information on the following: Workforce Administration (personal data, job data, job summary, monitor absence), Benefits (accrual balances, employee data summary, track FMLA), Payroll for North America (paycheck summary, actuals distribution, additional pay), Workforce Development (professional education and training, faculty tenure), Organizational Development (manage positions), Enterprise Learning (training summary), Budget Information (department budget table).
| View Personal Data | TRY IT! |
| View Job Data | TRY IT! |
| View Job Summary | TRY IT! |
| View Accrual Balances | TRY IT! |
| View Employee Data Summary | TRY IT! |
| View Paycheck Summary | TRY IT! |
| View Actuals Distribution | TRY IT! |
| Manage Positions | TRY IT! |
PeopleSoft - Human Resource Management Inquiry - LSUNO:
The participant will learn to view information on the following: Workforce Administration (personal data, job data, job summary, monitor absence), Benefits (accrual balances, employee data summary, track FMLA), Payroll for North America (paycheck summary, actuals distribution, additional pay), Workforce Development (professional education and training, faculty tenure), Organizational Development (manage positions), Enterprise Learning (training summary), Budget Information (department budget table).
| View Personal Data | TRY IT! |
| View Job Data | TRY IT! |
| View Job Summary | TRY IT! |
| Monitor Absence | TRY IT! |
| Review Accrual Balances | TRY IT! |
| Review Employee Data Summary | TRY IT! |
| Review Paycheck Summary | TRY IT! |
| Review Actuals Distribution | TRY IT! |
| View Professional Education & Training | TRY IT! |
| Faculty Tenure | TRY IT! |
| Manage Positions | TRY IT! |
| Review Training Summary | TRY IT! |
| View Department Budget Table | TRY IT! |
PeopleSoft- Query Basics - All Sites:
The participant will learn to run existing PeopleSoft Human Resources queries. The participant will also learn how to use Excel to organize (save, auto filter, delete columns, resize columns, find, sort and print) query results. Note: This course does not teach how to write or create a query; creating queries is taught in the HR Query Intermediate course. Query Basics only teaches how to work with existing queries. You must complete this course before taking Query Intermediate.
| Running Existing Queries | TRY IT! |
| Save a Query | TRY IT! |
| Auto Filter | TRY IT! |
| Delete Columns | TRY IT! |
| Resize Columns | TRY IT! |
| Find | TRY IT! |
| Sorting | TRY IT! |
| Print Results on One Page | TRY IT! |
PeopleSoft- Query Intermediate - All Sites:
The participant will learn to create and format a new query, work with criteria and prompts, use multiple tables in a query, and work with related record joins.
| Create A New Query | TRY IT! |
| Format A Query | TRY IT! |
| Format Name and Description | TRY IT! |
| Add Single Criteria | TRY IT! |
| Add a Group of Criteria Using In List | TRY IT! |
| Using Between Criteria | TRY IT! |
| Creating a Prompt for Criteria | TRY IT! |
| Any Joins and Related Record Joins | TRY IT! |
PeopleSoft Develop Workforce - LSUNO:
The participant will learn navigation for HRMS for the Employee Position Data Panels
which includes: Create a position, Update Position data, Hire an Employee, Concurrent
Jobs, Record a Dept. Change, Record Leave of Absence, Record Return from Leave of
Absence, Record an Employee Promotion, Record a Pay Rate Change, Record an Employee
Termination, Record an Employee Rehire, View Job Summary Info, Record Employee Data
Change, View Department Budget Tables, and View Faculty Tenure.
| Create a Position | TRY IT! |
| Update Position Data | TRY IT! |
| Add a Person - Classified | TRY IT! |
| Add a Person - Unclassified | TRY IT! |
| Record a Department Change | TRY IT! |
| Record a Leave of Absence | TRY IT! |
| Return from Leave of Absence | TRY IT! |
| Record an Employee Promotion | TRY IT! |
| Record a Pay Rate Change | TRY IT! |
| Record an Employee Termination | TRY IT! |
| Record an Employee Rehire | TRY IT! |
| View Job Summary Information | TRY IT! |
| Record an Employee Data Change | TRY IT! |
| View Department Budget Tables | TRY IT! |
| View Faculty Tenure | TRY IT! |
Change in Source of Funds - 2021
The electronic change in source of funds (CSOF) phases out the paper form PER 3 previously used to transfer salary expenses from one project to another. Electronic CSOF will be used for both retroactive and prospective changes in salary distribution between and among projects.
HR Reporting
Please contact the PeopleSoft HR Support Team for your reporting needs at: PS HR Support <pshrsupport@lsuhsc.edu>