Recognizing Navigation Elements    

  1. PeopleSoft applications include a universal navigation header that appears at the top of every page as long as you are signed on. [ go ]
  2. You click the Home link to return to the home page for the application. [ go ]
  3. You use the Worklist link to display the Worklist page. A worklist is generated when you are using a workflow-enabled application, and is an organized list of work items awaiting your attention. The Worklist page provides summary information about all items on your personal worklist. This page also provides links enabling you to view additional details about the work, to perform the indicated work, and to reassign work items. [ go ]
  4. Favorites are similar to standard browser bookmarks for frequently accessed folders and content. Once you add a favorite, it is maintained under the My Favorites folder located in the navigation pagelet. Once a favorite is saved, expand the My Favorites folder and click the hyperlink you want to view. You use Edit Favorites to relabel and resequence your favorites. You can also edit saved favorites when a URL is updated or one is deleted. [ go ]
  5. You click the Sign out link to sign out of the application. [ go ]
  6. PeopleSoft applications use a navigation pagelet to display a hierarchical menu structure that you use to navigate to various application pages. [ go ]
  7. The navigation pagelet is set up in a navigation hierarchy in which you can access a series of folder drill-downs. The folder drill-down structure is the primary means of getting around in your PeopleSoft application. This structure collapses and expands based on your selections.

    Click the Workforce Administration link. [ go ]
  8. Click the Personal Information link. [ go ]
  9. Click the Emergency Contact link. [ go ]
  10. Pages and components are associated with the lowest level of the hierarchy. When you access this level, the corresponding page or search page appears to the right of the navigation pagelet. [ go ]
  11. Navigate to the Job Data component.

    Click the Home link. [ go ]
  12. Click the Workforce Administration link. [ go ]
  13. Click the Job Information link. [ go ]
  14. Click the Job Data link. [ go ]
  15. Enter the desired information into the EmplID field. Enter "K0G001". [ go ]
  16. Click the Search button. [ go ]
  17. To enter data in a PeopleSoft application, you first access a page or component. Components consist of several pages within the same window. Usually these are pages that are related and that need to be completed in succession.

    To move between the pages, you can select the folder tabs or press the corresponding access key.

    Click the Compensation tab. [ go ]
  18. You can also click the links at the bottom of each page to move between the pages.

    Folder tabs, access keys, and links are discussed in more detail in the "Navigating To and Within Pages" lesson of this module. [ go ]
  19. Occasionally you will see pages that, in addition to having links to other pages in the component, have links to related pages or components. The related links appear above the row of buttons. Click any one of the links to access that page or component. This convenience enables you to move easily to related transactions to enter data without going through the search process again. [ go ]
  20. You can use the New Window link to open a new browser window (or child window). The new window shows the current component page as well as the navigation to your current position. From this window, you can view or enter data. You can open as many child windows as needed using the New Window link. Do not use your browser's New Window feature. Doing so copies the current HTML from the parent window, instead of opening a new PeopleSoft-maintained window session.

    Click the New Window link. [ go ]
  21. Notice the new browser window.

    Click the Close button. [ go ]
  22. After making any changes to a page, you must click the Save button in order for the system to commit your changes to the database. Pages in a component are treated as a single entity when you try to save data. If you have not completed all required fields, the system prompts you to enter additional data. [ go ]

In summary, PeopleSoft's browser-based interface is intuitive and easy to use.

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