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9.2 PEOPLESOFT
S E P T E M B E R 2 0 1 7 1 of 2
9.2 EMPLOYEE SELF SERVICE
THIS INFORMATION DOCUMENT IS USEFUL FOR:
Employee Manager Administrator
EMPLOYEE SELF SERVICE:
The look and feel of PeopleSoft has changed with the 9.2 Upgrade. The biggest change is how you navigate in PeopleSoft and Time and Leave. You will notice that the Pagelet menu structure (Classic Menu structure) has been replaced with a Tile Menu structure (Fluid Navigation) and a right hand navigation tool.
This document outlines the changes you will see as an employee.
9.2 EMPLOYEE SELF SERVICE
For employees who have Employee Self Service only access in PeopleSoft, the new Employee Self Service Homepage will be displayed by default.
The following section provides a comparison of the current 9.1 PeopleSoft and the new 9.2 PeopleSoft.
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9.2 9.1
Employee Self Service Homepage
NEW! Employee Self Service Homepage with tiles that allow easy access to the most frequently used areas within Employee Self-Service (Fluid Navigation).
Tiles include:
View Paycheque
Time/Leave Employee WorkCentre
Personal Details
View T4/Consent
Leave Balances
NEW! Employment Verification Letter
Benefits Summary
Donate to the Community Fund
NEW! Learning
Employee Self Service Menu
Current pagelet menu structure (Classic Navigation).
9.2 9.1
View Paycheque
A list of your paycheques is displayed. To view your
paycheque, click the arrow on the right.
View Paycheque
A list of your paycheques is displayed. To view your paycheque, click the View Paycheck link to view.
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Click the sort button to sort by the different column headers. Click the option again to sort in the opposite direction.
Click the filter button and specify a date range to view more paycheques.
Click on the column header to sort by that column. Click the column header again to sort in the opposite direction. Select View 100 or use the page arrows to see more paycheques in your list. You can also click first or last to get to the first or last page.
9.2 9.1
Time/Leave Employee WorkCentre
NEW! Please refer to the 9.2 Time/Leave Employee WorkCentre document for detailed information on the functional changes in Time and Leave.
All menu and navigation features remain the same as in 9.1.
Time/Leave Employee WorkCentre
Use the left hand navigation menu to navigate to the different areas available within Time and Leave.
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9.2 9.1 Leave Balances
All navigation features remain the same as in 9.1.
Select a Calendar Year and click Search.
Your leave balances (current up to the end of last pay period) are displayed.
Leave Balances
Select a Calendar Year and click Search.
Your leave balances (current up to the end of last pay period) are displayed.
9.2 9.1
Personal Details
NEW! Addresses, Contact Details, Emergency Contacts and Additional Information are now displayed in the Navigation Collection page on the left.
Click on each menu item to view details. To update the
information, click the arrow on the right.
Personal Information Summary
Each menu item can be opened, viewed and/or updated.
Marital Status and Ethnic Groups are not applicable and cannot be updated.
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9.2 9.1
Benefits Summary
Employee with Flexible benefits
NEW! The Navigation Collection page on the left allows you to easily access the Benefit Enrollment page to update your enrollment options during open enrollment.
Employees with Standard Benefits
You will continue to have access to the automated benefits forms in the Go To menu at the bottom of the page.
Benefits Summary
Employees with Flexible Benefits
To update your enrollment options during open enrollment, you must navigate to Main Menu>Benefits>Benefits Enrollment.
Employee with Standard Benefits
You have access to automated benefits forms in the Go To menu at the bottom of the page.
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9.2 9.1
View T4 / Consent
NEW! View T4 Slips and T4 Consent are now displayed in the Navigation Collection page on the left.
Click on the Year End Slip link to open your T4.
Click View a Different Tax Year to view a T4 from 2012 or later.
NEW! You have access to your printable T4s from 2012 onward. For T4s prior to 2012, contact AskMyHR.
Click the symbol to open and close the left hand menu.
T4
Two links provide access to Viewing T4s and to giving consent to receiving T4s electronically.
Click on View T4 Slips and select a year to view your T4 slip.
You have access to your printable T4s from 2008 onward. Select a year and search.
Click on the Year End Slip link to open your T4.
Select View T4 of 2012 or later to view a different year.
9.2 9.1
Learning
NEW! Click the Learning tile to open your Learning Homepage in a new window.
My Learning
This item was not available from the Employee Self Service menu in 9.1.
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You can review your learning record, search for and enroll in upcoming learning opportunities.
This item was not available from the Employee Self Service menu in 9.1.
9.2 9.1
Employment Verification Letter
NEW! A new tile allows you to easily access a printable version of your Employment Verification Letter from the Employee Self Service Homepage.
Click the Employment Verification Letter button.
Employment Verification Letter
Go to Main Menu>Payroll and Compensation>Employment Verification Letter.
Click the Employment Verification Letter button.
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A printable version of your Employment Verification Letter is displayed.
A printable version of your Employment Verification Letter is displayed.
9.2 9.1
PECSF Donate to the Community
Navigation features are the same as 9.1.
Donate to the PECSF Community Fund.
PECSF Donate to the Community
Donate to the PECSF Community Fund.
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New Navigation Symbols and Icons
The following is a review of 9.2 PeopleSoft symbols and Icons.
Homepage and Tiles
Page Indicator
Home Icon
Search Icon
Actions List
NavBar
The number of dots indicates the number of Homepages you have access to and which one you are currently on. If you only have access to the Employee Self Service Homepage, you will only see one dot.
Wherever you are in PeopleSoft you can navigate to your Homepage(s) page by clicking the Home icon.
By clicking on the Search Icon, you can search for items throughout the application or within the Navigator menu structure. From here you can Add to Favorites and Sign Out. The Help link takes you to generic PeopleSoft help. For PeopleSoft help that is specific to the Government of BC, navigate to Time and Pay Portal> Help tab. From here you can access additional navigation features (see next page).
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NavBar
NavBar (Navigation Bar) NEW!
The NavBar (Navigation Bar) provides additional navigation options displayed vertically on the right hand side of the screen.
Click the NavBar icon in the upper right corner of the display to open a new navigation menu bar. To close the NavBar, click anywhere on the page outside of the NavBar.
Recent Places Where you now find Recent Places. The five most recent places you have visited will be displayed so that you can quickly navigate back to any one of them.
My Favorites Where you now find your Favorites. From here you can edit or navigate to any page that you have saved as a favourite. Important! Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites. Navigator Where you now find the Main Menu. The main menu allows you to navigate to the other areas of PeopleSoft that you have access to.
View Paycheque Select to view your own Paycheque.
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NavBar – Navigator
Navigator NEW!
The Navigator is the new Main Menu.
From the NavBar, select the Navigator to view the new Main Menu.
The menu items displayed are dependent on your security and role.
The Navigator allows you to access additional self-service pages that are not accessible from your Homepage, such as Direct Deposit.
If you have View-only access to PeopleSoft data for your Ministry, the Navigator allows you to access the additional menu items, such as Workforce Administration, Benefits, Payroll for North America, Reporting, etc.
Click on each menu item to view submenu options.
Click the arrow on the right to navigate through the submenu items.
Click the back arrow to navigate to the previous submenu or menu item.
Click to navigate back to the top of the Main Menu hierarchy.
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Classic Navigation
Many of the pages that you access in PeopleSoft will display the Classic Main Menu and breadcrumbs at the top of the page.
In addition to the Homepage and NavBar, the Classic Main Menu and breadcrumbs can be used to navigate through PeopleSoft just as in 9.1.
Menu items displayed are dependent on your security and role.
The Main Menu allows you to access additional self-service pages that are not accessible from your Homepage, such as Direct Deposit.
If you have View-only access to PeopleSoft data for your Ministry, the Main Menu allows you to access the additional menu items, such as Workforce Administration, Benefits, Payroll for North America, Reporting, etc.
You can also access your Favorites from the Main Menu.
Important! Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites.
For pages that display the Classic Main Menu, the icons in the upper right corner are slightly different and include:
Search
Home
Sign Out
Add to Favorites
NavBar
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My Favorites
My Favorites Important!
OR
Your Favorites from 9.1 have been retained but the navigation pathways may have changed in 9.2. If you receive an error when accessing a page you have saved as a favorite you will need to re-add it to your favorites. To re-add your favorites : 1. Click on the NavBar > Navigator. 2. Navigate to and select the specific
page. 3. Select Add to Favorites in the top right
Add To drop down or Actions list. 4. Click OK to add. 5. Click OK to overwrite the previous
favorite. 6. Click OK to save.
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Version History
1 September 9, 2017 New Information Document created.
2 September 28, 2017 Changed “Personal details” to “Personal Details” on page 2. Changed “You have access to your T4s” to “You have access to your printable T4s…”on page 6. Updated first screenshot on page 10 and 11 to remove flag icon. Changed the last screenshot on page 12 to include the Search and added “Search” to the bullet points.
