PeopleSoft Financials training is available to aid individuals transitioning to the system. The self-help documents, online tutorials and classroom training listed below can serve as learning tools for individuals new to the system or refreshers for employees who have worked with the system before.

Self-Help Documents

Self-help documents provide a quick refresher and help to job your memory when you're having difficulty with the new system. Whenever possible we suggest that current users utilize self-help documents for assistance before reaching out to PeopleSoft team members.

• PeopleSoft Budgeting Information
• Spreadsheet Upload Job Aid (PPT)
• Budget Overview and nVision Training Presentation
• Journal Sources for Departments on Campus (XCL)
• Budget Transfer Job Aid
• Budget Overview Job Aid
• Running an nVision Report Job Aid

 

• Basic PeopleSoft Navigation - Online Tutorial (classroom training prerequisite)
• PeopleSoft Chart of Accounts - Online Tutorial (classroom training prerequisite)
• ePro Requestor recorded classroom training session
• ePro Approver recorded classroom training session
• nVision Reporting recorded classroom training session
• Budgets Overview recorded classroom training session

Classroom Training

Numerous c lassroom training sessions were conducted during the months preceding implementation and are now held on an as-needed basis. The classroom training schedule is available on the OTS Training Web site.

• Online versions of classroom training
• OTS Training Workshops