queries 1. welcome to training! why peoplesoft? – peoplesoft will help utep to grow. what’s your...

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Queries 1

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Page 1: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Queries

Page 2: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Welcome to Training!

• Why PeopleSoft?– PeopleSoft will help UTEP to grow.

• What’s Your Part?– We need your skills and expertise in order to utilize

PeopleSoft. It’s a vehicle and you’re the driver!– Over time you will build your own history with

PeopleSoft.• What to Know About Training? – Training is an investment in your professional growth.– Be open to change.

Page 3: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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What Can You Do?

• Feel free to ask questions and take notes.• Contact the Help Desk if you encounter a glitch

or forget how to complete a transaction.• Revisit the training webpage to review training

materials and videos.• Become your office’s “Go-To” person. Be willing

to offer your help.

Page 4: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Viewing Queries in PeopleSoft1. Go to Main Menu>HCM Reporting Tools>Query>Query

Viewer.

Page 5: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Searching for Queries

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1. Populate the begins with field with the query name, or leave the field blank to see a list of all available queries. Note: A list of queries and reports is available on the Resources page of the PeopleSoft website.

2. Click on the Search button.3. Click on either the HTML or Excel link to

open the query.• Note: You may need to allow pop-ups in

your browser to view the data.

Page 6: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Query on HTML1

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1. Enter UTEP1 in the Set ID field.2. Click on the View Results button.3. If you previously selected HTML,

the information will load.

Page 7: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Query on Excel

11. If you previously selected Excel, a pop-up will open, prompting you to open or save the file. Click on the Open button.

Page 8: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Available Queries

• UTZ_HW_ACT_FAC_STAFF_PM5069B– Lists all active employees within your department.

• UTZ_HW_ACTIVE_EMP_VISA_PM5064– Lists all active employees within your department

and their visa expiration information.

Page 9: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Available Queries

• UTS_HW_REPORTS_TO – Lists all active positions within your department

and who they report to. This will be used for workflow routing.

• UTZ_CA_FY_FUNDING_DATA_DEPTS– Appointment downloads.

• UTZ_HA_TIMEKEEPERS– List of vacation or sick leave balance for

employees within your department.

Page 10: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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References• Additional information and resources can be

found on the PeopleSoft website.

Job AidsPower Point slidesQuick GuidesCrosswalkUPKs

Page 11: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Questions?

Page 12: Queries 1. Welcome to Training! Why PeopleSoft? – PeopleSoft will help UTEP to grow. What’s Your Part? – We need your skills and expertise in order to

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Thank You!