From Event to Action: Accelerate Your Decision Making with Real-Time Automation
9.1 PS mini manual
1. Human Resource Services
Learning Services
Mini-Manual
PEOPLETOOLS 8.5 ENHANCEMENTS
Please note: This document is designed to be used online and has a number of embedded links
to processes and additional information. We discourage the printing of manuals as they are
updated frequently and consume paper resources when printed.
If you have not used one of the new “Mini-Manuals” you may wish to consult the document
“Getting the Most Out of Mini-Manuals” prior to using this document.
If you have questions about information in this mini-manual, or, if after reading the entire
manual, you cannot find the information you need, please e-mail psguides@uvm.edu.
TABLE OF CONTENTS GUIDE
(Click on topic headings to automatically jump to specific section.
Use Ctrl+Home to come back to Table of Contents)
Background ..................................................................................................... 2
PeopleSoft Menu Bar ...................................................................................... 2
Searches: Maximum Number of Rows........................................................... 2
Lookup Fields: Type-Ahead............................................................................ 3
Turning off Type-Ahead Function...................................................................................... 3
Lookup Fields: Pop-Up Functions ................................................................. 4
Save Warning Pop-Up Window ...................................................................... 5
Auto Line Highlighting .................................................................................... 6
Processing Indicator ....................................................................................... 6
Process Monitor Reports View ....................................................................... 6
Object Error Pop-up Message ........................................................................ 7
Print Screen Capabilities ................................................................................ 9
Mozilla Firefox browser users ..................................................................................... 9
Internet Explorer browser users ............................................................................... 10
Helpful Links .................................................................................................. 10
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Learning Services
Mini-Manual
Background
PeopleSoft continuously gathers feedback from its customers and periodically releases updates
to its software that are designed to improve and enhance the user experience. UVM’s
PeopleSoft systems are comprised of three components: applications, tools and databases.
Over the weekend of November 20th, the PeopleSoft systems will be upgraded to version 8.5 of
PeopleTools. While these upgrades will not change the functionality of the systems, there will be
minor changes to the look and behavior of the system. In addition, as explained below, there
are several new features that have been added. Give yourself time to become accustomed to
the changes.
PeopleSoft Menu Bar
The Menu Bar is the way in which users at UVM navigate the many
different sections and screens in PeopleSoft. It is made up of major
categories and various subcategories that can be expanded or collapsed by
clicking the “twisties” (triangles) to the left of each header.
PeopleTools 8.5 Enhancement
The Menu Bar packs a lot of information in a relatively small space. To
better differentiate the selected section from the rest of the menu items,
PeopleTools 8.5 has framed the white background with a light-blue bar to
the left. The highlighted area follows the user when expanding and
collapsing the various headings.
Searches: Maximum Number of Rows
Depending on the search criteria a user provides, PeopleSoft reports can potentially return
hundreds or thousands of lines of data. PeopleSoft automatically limits the number of rows it
displays to 300.
PeopleTools 8.5 Enhancement
Three hundred rows of information can be overwhelming and difficult to navigate. Users are now
able to specify the maximum number of rows that are returned (up to 300).
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Learning Services
Mini-Manual
Lookup Fields: Type-Ahead
As PeopleSoft users, we have come to appreciate the fields the magnifying glass designates as
searchable. Prior to the PeopleTools upgrade, the user would click on the magnifying glass icon
to see a list of possible selections. As is the case with much of PeopleSoft, the more criteria you
provide, the narrower your results will be.
PeopleTools 8.5 Enhancement
PeopleTools 8.5 adds type-ahead functionality to fields with magnifying glasses next to them. As
you type, the system automatically provides an on-screen list of the possible entries. Users can
continue typing as they normally would, or they can make their selection directly from the list.
Turning off Type-Ahead Function
It is possible to turn off the new type-ahead functionality. This is done by user and is effective
everywhere within the module where the customization takes place. For users wishing to disable
the functionality in both Human Resources and Financials, repeat these steps for both modules.
1. Log into PeopleSoft normally and from the main menu, select My Personalizations.
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Learning Services
Mini-Manual
2. Select Personalize User Options for Navigation Personalizations.
3. In the Type Ahead drop down box, select No.
4. Click OK.
Lookup Fields: Pop-Up Functions
Prior to the PeopleTools upgrade, when a user clicked the magnifying glass next to a lookup
field, PeopleSoft opened a new page with the search results. In PeopleTools 8.5 a Lookup Pop-
Up window appears instead of a new page. The background is grayed-out and full results (up to
300) are displayed on-screen without having to navigate away from the main search page.
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Learning Services
Mini-Manual
Save Warning Pop-Up Window
Many PeopleSoft screens conveniently save the search criteria we enter when we click the Run
or Save buttons. When users attempt to navigate away from the search screen once a change
has been made without saving, PeopleSoft displays a Save Warning.
PeopleTools 8.5 Enhancement
To reduce the confusion between PeopleSoft warnings and the general warnings displayed by
your browser of choice (i.e. Firefox, Safari, Chrome, Internet Explorer), the Save Warning grays
out the screen and appears to the user with the familiar PeopleSoft design.
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Learning Services
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Auto Line Highlighting
Currently, PeopleSoft grids and tables are shaded with alternating light and dark colors to help
differentiate between rows of data.
PeopleTools 8.5 Enhancement
In addition to the dark/light row shading, PeopleTools 8.5 uses a light yellow color to highlight
the row over which the user places the mouse, making it easier to find the necessary
information.
Processing Indicator
Prior to the PeopleTools upgrade, the work Processing flashed in the upper, right corner of the
screen to indicate that PeopleSoft is working.
PeopleTools 8.5 Enhancement
PeopleTools 8.5 has replaced the flashing word Processing with a spinning graphic to indicate
that the system is working on a request.
Process Monitor Reports View
The Process Monitor is where users access the reports they run. The PeopleSoft default is to
display only one day of reports in the Process List, however the one day can be changed to a
maximum of 99 days. All reports that have been run within those 99 days are displayed.
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PeopleTools 8.5 Enhancement
To provide users with a more comprehensive list of reports in the Process List, the maximum of
99 days has been extended to 9999 days.
In addition, users are able to choose a date range over which their reports will be displayed.
Object Error Pop-up Message
If you receive the Object Error pop-up message (occurs only if you use Internet Explorer
browser), you will need to clear your cache memory:
1. Go to Start Menu>Control Panel>Internet Options>Delete button
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Learning Services
Mini-Manual
Alternatively, you can also find the Internet Properties window here: go to Internet Explorer
> Tools > Internet Options.
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2. Check all the boxes except the top one Preserve Favorites website data:
Print Screen Capabilities
The print screen capabilities have changed. Prior to the 8.5 Update it was possible to print the
screen being viewed by selecting Print Preview from the browser menu and printing the active
page. This action will now no longer work.
Mozilla Firefox browser users
Here are two suggestions for printing the active screen:
Print Frame:
1. Right-click somewhere in the desired frame.
2. Select This Frame.
3. Select Print Frame
4. The data portion of the screen should print.
Open and Print Frame in New Tab:
1. Right-click somewhere in the desired frame.
2. Select This Frame.
3. Select Open Frame in New Tab. This will create a new browser tab containing the data
portion of the screen.
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4. Use the normal File > Print Preview (or Print) dialog from here.
5. Close this tab after printing.
Internet Explorer browser users
Print Frame: (Also see the video tutorial to Print a Frame Using IE v. 8)
1. Right-click (left-click for left-handed users) inside the desired frame.
2. Choose Select All.
3. Right-click a highlighted area and select Print Preview.
4. In the Print Preview window, select Landscape mode.
5. Under the As laid out on the screen drop-down, select As selected on the screen.
6. Choose Shrink To Fit or 80% shows all of the desired fields.
7. The data portion of the screen is now ready to be printed.
Helpful Links
Here are links to register for related classes, policies, and other resources (including video
tutorials).
Open Lab Schedule
Print a Frame Using IE v.8
Suggestions? Updates? Please send an e-mail to psguides@uvm.edu
This document is designed to be used online and has a number of embedded links to processes
and additional information. We discourage the printing of manuals as they are updated
frequently and consume paper resources when printed.
Updated 12/20/2010 Ctrl+Home to Table of Contents Page 10 of 10
