PeopleSoft HR Security and Training
Temporary Virtual Process for Gaining PeopleSoft HR Access
- Create a Team Dynamics ticket(opens in new window) to request the necessary access.
- HRIS will send information on how to secure e-mail approval.
- Trainings will be held via Zoom, contact HRSecurity@csuchico.edu to schedule.
PeopleSoft, is a system-wide project with a suite of interrelated software for HR, Financial, and Student processes. HRIS supports the campus in all business processes that include the PeopleSoft HR application. HRIS is responsible for the maintenance of PeopleSoft reports and user accounts in accordance with CSU, Chico policies and procedures.
PeopleSoft HR Security Authorization
To request a PeopleSoft HR Security Authorization form for new access, a change in access or suspension/deletion of user access, please open a Team Dynamics ticket(opens in new window). If you have any questions prior to requesting the form please review Requesting and Completing PeopleSoft HR Security Authorization or contact HRIS at hrsecurity@csuchico.edu. Submit completed and signed form to HRIS, zip 010.
PeopleSoft HR Training Guide
The Human Resources Information Systems and Payroll units offer training to individuals prior to providing PeopleSoft HR access.
Depending on the access being requested the training courses are listed below. For additional access or Roles not listed contact hrsecurity@csuchico.edu.
- Enroll
To enroll in these training sessions, find the course below that you want to take and open it up. There are instructions within each course overview below to either contact HRSecurity@csuchico.edu or there are direct links to the campus CSU Learn Instructor Led Course with available dates listed. Once you have clicked the link you may be instructed to log in using your Chico State Login. You can then click on the Register button.
Use the scroll bar to find the session date that you want and click the radio button for that session. Click the Submit button at the bottom of the screen.
- PS-HR: CSU ID Search Overview and Person Organizational Summary Training
Prerequisite
Completion of the Data Security and FERPA Training.
Course description
This is basic access to the Human Resources PeopleSoft database. All users will be required to view this video. It is an overview of the information available in the components of CSU ID Search and Person Organizational Summary. Video can be viewed in CSU Learn.
Who should take it
Wildcat Card office, User Services, all people requesting Administrative PeopleSoft access.
Role
HR_CSUID_SEARCH only or any combination of roles on the HR Security Authorization form.
Length of Training
Approximately 17-minute online video
Take the Training
This training may be assigned to you or you can access it through CSU Learn(opens in new window)
- PS-HR: Workforce Administration - Inquiry
Prerequisite
PS-HR: CSU ID Search Overview (ONL)
Course Description
This class is directed toward employees that perform administrative functions where HR data is needed and will instruct users on how to perform an inquiry on employee data for faculty, staff, management, student employees and volunteers. This class will also instruct users on how to locate Empl IDs, Job Data and Position numbers. In addition, this training will provide a high-level overview of HR reports. This course can be modified for specific access being requested based on employee Role.
Who should take it
Student and Master Payroll Attendance Clerks, Office Managers (ASA, ASC & AAS), Deans, Financial Service Cashiers, and various other staff positions on campus.
Role
HR_DEPT_STUDENT_DATA, HR_DEPT_JOB_POSN_DATA, HR_(BENE, FDTN, PRES, FAAF, FSRV, INST, NRAT, RMGT, UASA)_STAFF positions, HR_PYRL_TECH, HR_BUDG_POSN_MGMT
Length of Training
2 hours
Time
1:30 - 3:30 pm
Instructor
Dana Shepherd
Scheduled Dates
This course is scheduled monthly as a Zoom meeting on the following dates and times:
- 03/09/2022 - 1:30PM to 3:30PM
- 04/13/2022 - 1:30PM to 3:30PM
- 05/11/2022 - 1:30PM to 3:30PM
- 06/08/2022 - 1:30PM to 3:30PM
Please contact hrsecurity@csuchico.edu if you would like to attend any of these sessions or sign up directly at CSU Learn/PS-HR: Workforce Administration - Inquiry(opens in new window).
- PS-HR: University Police Dispatchers Only - Inquiry
Prerequisite
Attendance for this training is by invitation ONLY. Please do not sign up if you have not been notified to attend this training. Requires cleared background check.
Course description
This class is for University Police dispatchers to overview the information available in the component of CSU ID Search, Work Location, Personal Information, and Emergency Contact.
Who should take it
University Police personnel only
Role
HR_PBSF_DISPATCHER
Length of Training
1 hour
Scheduled Dates
Please contact hrsecurity@csuchico.edu to schedule a session.
- PS-HR: ISA Contract Generation
Prerequisite
PS - HR: Workforce Administration – Inquiry
Course description
This class is intended to instruct users how to enter and generate Instructional Support Assistant (ISA) Academic Appointment Forms (AAF) and Academic Change Forms (ACF). This course takes users through the entire process to appoint and terminate ISA employees.
Who should take it
Academic Departments with ISA employees (ASC’s, ASA’s)
Role
HR_DEPT_ACADEMIC_UPDATE
Length of Training
1.5 hours
Scheduled Dates
Please contact hrsecurity@csuchico.edu to schedule a session.
- PS-HR: Unit 3 and Unit 11 Contract Generation
Prerequisite
PS - HR: Workforce Administration – Inquiry; Requires cleared background check.
Course Description
This class is intended to instruct users on how contract information is entered and generated for unit 3 and unit 11 employees. It includes information on creating a new Person ID.
Who should take it
Academic college AAS or those invited by an academic college AAS
Role
HR_DEPT_ACADEMIC_UPDATE plus HR_DEPT_ADD_A_PERSON
Length of Training
2 hours
Scheduled Dates
Please contact hrsecurity@csuchico.edu to schedule a session.
- PS-HR: Person of Interest (POI)
Prerequisite
Attendance for this training is by invitation ONLY. Please do not sign up if you have not been notified to attend this training. PS - HR: Workforce Administration – Inquiry. May require cleared background check.
Course Description
This class is intended to instruct users how to enter and maintain data for Persons of Interest (POI)s. This access may also include the ability to add a new person to the database if they don’t have an existing Empl ID. This course takes users through the entire process to enter an appointment and termination for a POI, as well as enter personal information if needed.
Who should take it
Departments who enter POI relationships for Foundation or AS Employees, VETS students, ALCI Students, Patron’s of the Library, and Volunteers.
Role
HR_DEPT_ADD_POI_REL, HR_DEPT_ADDMOD_A_PERSON
Length of Training
1.5 hours
Scheduled Dates
Please contact hrsecurity@csuchico.edu to schedule a session.
- PS-HR: Time and Labor - Student Payroll
Prerequisite
PS - HR: Workforce Administration – Inquiry
Course Description
This class is directed toward Student Payroll Attendance Clerks who are responsible for student payroll. It will instruct users in how to perform entry and approval of a student employee's time and utilize available reports. This class will include an overview of the entire Time and Labor process and there will be hands-on data entry of any existing student pay in the current pay period into the production database. In addition, the class will cover several available reports: where they are located and how/when to use them. Foundation and A.S. employees are not authorized to perform Time and Labor functions.
Who should take it
Student Attendance Clerks (AAS, ASC, ASA)
Role
HR_TMLB_TIMEKEEPER or HR_TMLB_APPROVER
Length of Training
2.5 hours
Time
1:30 - 4:00 pm
Instructor
Arienne Wold
Scheduled Dates
All in person trainings have been cancelled due to COVID-19 closure, please contact hrsecurity@csuchico.edu for individual Zoom training if needed.
More Information
Questions, unique department training's, and special requests may be forwarded to HRSecurity: HRSecurity@csuchico.edu; 530-898-4947
Sponsor
Human Resources Service Center
Reminders
If you need a disability-related accommodation or wheelchair access information, please contact Professional Development, phone 530-898-6433, or email pdev@csuchico.edu a week in advance of the event Please share with your supervisor, in advance, that you would like to attend training to ensure their support and that operational needs permit.