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PeopleSoft Finance

About PS Finance

With the beginning of the 2004-05 fiscal year, the new campus accounting information system is PeopleSoft Finance, as provided by CSU’s Common Management Systems project (CMS).

All reporting for PS Finance will be provided online. No printed reports will be distributed.

Detail prior to FY 2004-05 will not be available in PS Finance. For more information on access to this history, see About FRS within these pages.

Access

To apply for access:

1. Fill out and submit a PS Finance Access Request Form. Be sure to include your administrator's signature.
2. It is your responsibility to obtain training through any combination of Web self-study, peer assistance, or scheduled classes (see Training below).

Training

Training Guides for requisition entry are available on the Procurement website.

Introductory training classes for Finance inquiry and reporting are offered on a recurring basis. The introductory sequence will be offered quarterly in FY 2005-06.

Advanced training in specific topics will be offered on an ad hoc basis. To suggest a topic for training, email fiscal@humboldt.edu. Delivery of classes will be at the discretion of, and announced by, Financial Services.

For more information about class content and available sessions, see:

• Class Descriptions
• Class Schedules

A VHS recording of a recent introductory training is available for limited checkout from Financial Services; for details and availability, please contact Deb Bushnell in Financial Services.

Login

Use the following links to log into PeopleSoft to access financial data:

• Finance Requisitions and Inquiry (FHUMPRD)
• Payroll Reporting (HHUMPRD)

Information

Use the following links for reference about the PS Finance system:

Accounting

• Accounting Period Status
• How to Review Your Departmental Financials
• Understanding the HUMGL005
• Understanding the HUMGL015
• Terminology/Concepts
• Chart of Accounts

Tutorials

• Microsoft Excel Pivot Tables Tutorial (Microsoft Business Solutions)
• Analysis Tools 1: HUM_AAA_GL_DEPT_BNRMISC with Excel Pivot Table
• Analysis Tools 2: HUM_AAA_GL_DEPT_HUMGL015 with Excel Pivot Table
• Analysis Tools 3: HUM_AAA_GL_DEPT_HUMGL015 with Excel Pivot Table (HR Recon)
• Analysis Tools 4: HUM_AAA_GL_DEPT_VOUCHER with Excel Pivot Table
• Creating a Pivot Table from the HUMGL015 Query
• Financials Data Flow Diagram
• Chart of Accounts Tutorial (2005 Handout)
• Chart of Accounts Presentation (2004 PowerPoint)
• HR Payroll Tutorial

Technical

• About Reports
• About Queries
• About Inquiries
• Navigation

Using Keyboard Shortcuts

PeopleBooks Online Library

Support

The following additional sources of support are available for existing PS Finance users:

• Contact us regarding errors and problems.
• Informational bulletins are sent to all subscribed users via the hsufinuser mailing list.
• Past bulletins are archived and searchable at hsufinuser.