LOGGING ONTO PEOPLESOFT

Copy the web address (https://finance.salisbury.edu/psp/FINPRD/?cmd=login) as a “Favorite” in your web browser.  The one listed below is the test database. 

Enter your assigned User ID and password.  For all Foundation users, the User ID will correspond to their Novell username with a suffix of “-suf”.

MAIN MENU - PS FINANCIALS BUDGET INQUIRY USERS

Below is the main menu for Budget Inquiry users.

MY FAVORITES

If a user so chooses, you can save often-used PeopleSoft menu options to My Favorites.  Doing this could save you time and mouse clicks, because you won’t have to drill down into a menu to access your needed page. 

The user may want to save the Budgets Overview page since the user will use this often to access departmental budget balances. 

To save a favorite page, navigate to the page you would like to save and select the Add To Favorites link

You will now be able to access your saved favorite directly from My Favorites.  Once saved, the user can edit their favorites using the Edit Favorites link under My Favorites.

ON-LINE HELP

On each page, there is a Help link that directs the user to PeopleBooks – PeopleSoft’s on-line help application.  When the link is selected, a new window is opened with information for that PeopleSoft page.

NAVIGATION TIPS

Avoid using the browser icons.  PeopleSoft provides various buttons and links, usually at the bottom of the screen, which allows the user to go back and go forward.

These links and buttons include Return, Continue, ,  and .  

CHANGE PASSWORD

All users are assigned a password.  It is strongly recommended that the user change this password immediately.

Complete the 3 Password boxes above and select “Change Password”.

MY PERSONALIZATIONS

The user can choose to personalize the PeopleSoft experience primarily through navigation adjustments.

General Options allows the user to establish accessibility and language options.

Internal & Regional Settings allows the user to set time and date formats.

System & Application Messages allows the user to establish a “save warning” protocol.

Note: There is likely no need for the user to adjust any of the first 3 options from the application’s default settings.

NAVIGATION TIPS

MY PERSONALIZATIONS

Select Navigation Personalizations and the following page appears.

Automatic Menu Collapse is used to automatically minimize the vertical menu once an option is selected on the menu.  Select  and change the default value to “Yes”.

All of the Tab Over… options allow the user to skip over various icons when tabbing.  This is most beneficial for users who will be entering a lot of information. 

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