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    Financials

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  • 1 Day
    The Introduction to PeopleSoft for Financials and SCM course introduces students to concepts used in all PeopleSoft Financial and SCM products. Students will learn how to navigate the PeopleSoft menu structure and how to personalize the display of content. Students are introduced to PeopleSoft table structure and the sharing of…
  • 4 Days
    This course teaches the fundamental concepts and features of PeopleSoft General Ledger (GL). Students gain working knowledge of the issues involved in a standard General Ledger implementation. They will learn how to implement GL, as well as establish, process, and report on financial transactions. Through real-life examples and hands-on lab…
  • 4 Days
    This course discusses the entire PeopleSoft Treasury Management solution. The products discussed are Cash Management, Deal Management, and Risk Management. In addition, banking and bank reconciliation processes are discussed. In this class, you will learn to set up and maintain bank information and processes, and to establish bank account reconciliation…
  • 3 Days
    This course is a subset of the PeopleSoft Treasury course. The products discussed are Cash Management, banking, and bank reconciliation. In this cash management course, you will learn to set up and maintain bank information and processes and to establish bank account reconciliation methods. You will also learn to create…
  • 4 Days
    In this course, students are introduced to the entire PeopleSoft Payables process, from setting up system tables to running Payables reports. Students will create their own business units and vendors to use throughout the class. Students will learn the different voucher types and how to copy information into vouchers using…
  • 4 Days
    This course guides you through the major features of PeopleSoft Enterprise Receivables and provides you with a conceptual structure on which to base further learning when you return to your own business environment. You are guided through the necessary implementation procedures, and you learn how to efficiently process the transactions…
  • 3 Days
    This course teaches you to use Enterprise Billing to customize, calculate, and submit invoices in multiple currencies and languages. Learn to manage bill cycles and streamline processes, creating a billing system that reflects the way you do business. You will learn to maintain customers, enter bills online, create consolidated and…
  • 3 Days
    This course covers concepts related to the PeopleSoft Expenses application. Upon completion of this course, you will be able to understand the system setup and perform, approve, and process expense transactions.
  • 4 Days
    This advanced level course teaches the fundamental concepts and features of the Grants solution. In this course, participants will perform the steps required to set up the Grants system enabling you to create a proposal, generate an award, manage the award budget, generate invoices, and recognize revenue for the award…
  • 4 Days
    The Project Costing course covers the features, functions, and processes supported by PeopleSoft Project Costing. Learn how to use project data to support budgeting, staffing, and analysis of project activity. Learn how to allocate transaction costs from the general ledger to projects or between projects. In addition to the functionality…
  • 4 Days
    This course teaches the fundamental concepts and features of the PeopleSoft Contracts application. Participants will learn how to define the rules for creating and maintaining a contract, enabling them to create billing and revenue recognition plans and process associated transactions, generate prepaid associated to contract lines, and manage renewable services.
  • 3 Days
    The PeopleSoft Commitment Control course covers control budget setup and budget management. Learn to budget check source transactions originating from PeopleSoft applications or third-party systems and to report on results. In addition, understand the control budget close process. Gain an understanding of Commitment Control features enabled in PeopleSoft subsystems, such…
  • 1 Day
    This course will guide you through the major features of PeopleSoft eSettlements and will provide you with a conceptual structure on which to base further learning when you return to your own business environment. You will be guided through the necessary implementation procedures while receiving hands-on experience using major system…
  • 4 Days
    There is a focus on implementation considerations for PeopleSoft Asset Management throughout this course, along with asset depreciation, asset accounting, and reporting. They learn how to manage both capital and operating leases as well as define and maintain parent-child assets. Integration of Asset Management with other PeopleSoft applications is explored.…
  • 2 Days
    This two-day course is designed to teach you the basics of PeopleSoft Query and introduce you to the commonly used tables within PeopleSoft Financial Management Applications. You will create simple queries, utilize expressions, joins, aggregate features, and calculations, and understand the basics of table structure by the end of this…
  • 4 Days
    The PeopleSoft nVision for General Ledger course covers how to use the functionality available in Peoplesoft Enterprise FMS. You will learn how to plan, develop, and create nVision layouts. In addition, you will learn how to use variables and labels, nPlosion, DrillDown, scopes, and query criteria in matrix and tabular…
  • 3 Days
    This course provides you an in-depth look at PeopleSoft Services Procurement. You will learn how to set up the Supplier Network and Business Transaction options. You will also learn to define Users, Projects and configure the Workflow. Additionally you will learn how to enter Requisitions, manage Bidding and Invoices. Other…
  • 2-5 Days
    This course will introduce you to the major improvements and enhancements in all PeopleSoft Financial and SCM products provided in Release 9.2. During this course, the instructor will present all the main functional and product specific new features and functions, as well as cross-product enhancements and integration features, and reporting…
    • Human Capital Management

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    • 1 Day
      This Oracle HCM training course serves as a prerequisite for other PeopleSoft HCM application classes and covers the key concepts behind the PeopleSoft HCM Suite. In PeopleSoft HCM training you will learn how to access and search through the PeopleBooks online help, navigate the HCM module, interpret specific HCM PeopleSoft…
    • 3 Days
      PeopleSoft HCM training provides a solid foundation for implementing PeopleSoft Human Capital Management (HCM)  for your organization. This course focuses on the flexibility that PeopleSoft HCM has to offer and provides implementation team members with a solid foundation on which to base implementation decisions.  PeopleSoft HRMS training teaches through examples…
    • 2 Days
      This course provides a solid foundation for implementing PeopleSoft’s Base Benefits functionality for your organization.  Implementation team members examine benefit plans including  health (medical, dental, vision), life (group life, supplemental life, dependent life), disability (LTD, STD), savings (401k, profit sharing), leave (vacation, sick, personal), and flexible spending accounts (FSAs). Activities…
    • 5 Days
      This five-day course covers the establishment and maintenance of automated benefits programs in PeopleSoft Benefits Administration. Participants will learn to define eligibility rules based on factors such as age, status, employee type, job or group of jobs, duration of service, company, and pay. They will also define event rule parameters…
    • 1 Day
      This course covers the activities and functions needed to set up and administer career and succession planning through the PeopleSoft Human Resources Plan Careers and Successions business process. In the career-planning portion of the course, you will learn how to set up career plans. You will also learn where to…
    • 1 Day
      This course provides a solid foundation for implementing PeopleSoft’s position management functionality for your organization. The Manage Positions component in PeopleSoft further defines human resources data from the jobcode level to the position level. Upon successful completion of this course, implementation staff  will  understand and define positions, describe the process…
    • 4 Days
      The Recruiting Solutions course covers how to use all the functionality available in PeopleSoft Enterprise Recruiting Solutions. Learn the features in PeopleSoft Enterprise Talent Acquisition Manager and PeopleSoft Enterprise Candidate Gateway that enable you to manage the entire recruitment process. Participants learn how to set up Talent Acquisition Manager and…
    • 4 Days
      This class helps to understand the purpose of PeopleSoft Time and Labor Describe shifts, work schedules, time reporter data, and time reporting templates. Learn how to create shifts, workdays, schedule templates in Time and Labor, and enroll a time reporter. You will also learn about workgroups as well as static and…
    • 5 Days
      The Payroll for North America US course covers how to use the functionality available in Oracle's PeopleSoft Enterprise Payroll for North America. Learn how to set up earnings codes, deduction codes, pay groups, holiday schedules, and tax locations. Set up and maintain employee tax data, additional pay, general deductions, and…
    • 5 Days
      PeopleSoft Global Payroll training provides an in depth review of the set up requirements for the implementation of the core application. Hands on activities help to ensure understanding of the concepts and provide an opportunity for students to see how the application can be used to meet all requirements for…
    • 5 Days
      In this class students review the framework of the core Global Payroll product, starting with an examination of the overall organizational and processing framework of the system. During the class, students will set up absence entitlement and absence take elements to support PTO, special leave, and study leave. In each…
    • 1 Day
      This course provides a solid foundation for implementing PeopleSoft’s base compensation and budgeting functionality for your organization. It gives participants the required information for setting up and administering salary compensations. You will learn how to define salary plans, grades, steps, and salary matrices in greater detail than the foundation table…
    • 1 Day
      With PeopleSoft's Variable Compensation functionality, you can create and manage multiple bonus incentive plans in a variety of ways to fit your organization's needs. For each plan you create, you decide whether to administer the plan using groups at the individual level or on an Ad Hoc basis. You can…
    • 3 Days
      This course provides a solid foundation for implementing PeopleSoft’s performance management functionality for your organization. PeopleSoft ePerformance is a self-service performance management application for managers, employees, and Human Resources (HR) administrators. In this course, your implementation team learns how to first configure  a performance management system using ePerformance’s template functionality both…
    • 1 Day
      The HCM Self-Service course provides an overview of the functionality common to all HCM self-service applications, and instructs students on application-specific setup steps for eProfile, eProfile Manager Desktop, ePay, eBenefits, eCompensation, eCompensation Manager Desktop, and eDevelopment. In this course participants   learn how workflow and integration applies to the Peoplesoft Self-Service…
    • 1 Day
      This course will guide you through the major features of PeopleSoft Manage Profiles and provide you with a conceptual structure on which to base further learning when you return to your business environment. As the instructor leads you through the necessary implementation procedures, you will receive hands-on experience working with…
    • 4 Days
      This course will guide you through the major features of PeopleSoft Enterprise Learning Management and provide you with a conceptual structure on which to base further learning when you return to your business environment. As the instructor leads you through the necessary implementation procedures, you will receive hands-on experience working…
    • 2 Days
      This two-day course is designed to teach you the basics of PeopleSoft Query and introduce you to the commonly used tables within PeopleSoft Human Resource Applications. You will create simple queries, utilize expressions, joins, aggregate features, and calculations, and understand the basics of table structure by the end of this…
    • 2-5 Days
      This course provides you with an in-depth look at the enhancements and changes made from release 9.0 to 9.2 for PeopleSoft HCM. This class includes examples and several activities addressing the new features in PeopleSoft HCM, from implementing security enhancements to the introduction of a centralized Profile Management module that…
    • 3 Days
      This course covers the implementation of the PeopleSoft HelpDesk for Human Resources application. It describes HelpDesk for Human Resources functionality. You will learn to set up PeopleSoft HelpDesk and Solution Management. You will also learn how to use the 360-Degree View to see HR data, define expectations for case resolution…
      • Supply Chain Management

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      • 3 Days
        This PeopleSoft Inventory training course is an excellent introduction to the features and functions of the PeopleSoft Enterprise Inventory system. Learn how to set up basic options for all of the major features of PeopleSoft Inventory, including, creating inventory item definitions and constructing inventory business units to reflect the structure…
      • 4 Days
        This course will cover several of the basic features and functions of PeopleSoft Enterprise Purchasing. It also covers several advanced features such as, creating and using purchasing contracts and using commitment control in PeopleSoft Enterprise Purchasing. Plus, the key integration points with other PeopleSoft applications are discussed. With the knowledge…
      • 3 Days
        In this course, you learn about the basic setup required for implementing PeopleSoft eProcurement. This set up includes the business unit, vendors, and purchasing items. You gain knowledge of how the requisition to purchase order process flow is completed. This perspective helps you with implementation decisions on how to set…
      • 3 Days
        The PeopleSoft Strategic Sourcing course enables you to develop RFx strategies and documents, including weighted, user-defined, non-price sourcing factors such as warranty, lead time, and defect rate as well as auctions for buying or selling. You will learn how to set up and define purchasing events for named suppliers and…
      • 3 Days
        Supplier Contract Management training provides you with the framework to create and manage the transactional procurement contracts used for executing purchases, as well as providing robust document management authoring capabilities to create and manage the written contract document using Microsoft Word. The system also provides a structured method to develop…
      • 1 Day
        PeopleSoft eSupplier Connection is a self-service Web application that features employee (internal) and supplier (external) facing transactions that enable your suppliers to view and modify their own business information at their convenience. Upon completion of this course, you will be able to understand the system setup, supplier/employee transactions, supplier inquiries,…
        • Technical/Reporting

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        • SQR
          3 Days
          This course teaches how the SQR programming language and SQL are used with your PeopleSoft system. SQR is a flexible and powerful programming tool for manipulating data, including the creation of interfaces and generating custom-formatted reports. Hands-on activities give participants practice with every concept covered. Participants write SQR programs that…
        • 2 Days
          PeopleSoft Query training teaches participants how to create SQL queries using basic and advanced features of the PeopleSoft Query tool. Students will learn the fundamentals of Query Manager, including how to retrieve information from multiple tables, define criteria, use aggregate functions, and accept data input by users for filtering results.…
        • 5 Days
          PeopleTools I is the prerequisite for all other PeopleTools courses. In this course, participants work with Application Designer to construct web-based Peoplesoft applications, from the database tables to the graphical interface. By the end of this course, participants will be able to create a complete Peoplesoft application using field record…
        • 5 Days
          This course takes your PeopleSoft development skills to the next level, covering advanced topics and techniques for more sophisticated applications and customizations. Participants will gain a deeper understanding of how Peoplesoft applications are constructed and customized for specific requirements. Hands-on activities allow the participants to practice and master what they…
        • 5 Days
          Accelerated virtual training on PeopleTools I/II. Combining exercises from our PSF140 and PSF141 into one hands on course. PeopleTools I PeopleTools I is the prerequisite for all other PeopleTools courses. In this course, participants work with Application Designer to construct web-based Peoplesoft applications, from the database tables to the graphical…
        • 3 Days
          The PeopleTools Functional Overview course is designed to teach the functional project team to work more effectively with the technical staff when addressing configuration versus customization discussions. In this course, participants work with Application Designer to examine and modify fields, records, pages and understand the necessity of implementing security with…
        • 4 Days
          This course introduces participants to the various PeopleSoft technologies available for integrating with other PeopleSoft systems and third-party systems. Participants will take an in-depth look at PeopleSoft Integration Broker and practice configuring and administering the Integration Network using the Integration Network WorkCenter.  Hands-on activities will allow participants to send and…
        • 4 Days
          After a brief review of the integration network configuration and administration, this course focuses on document technology and Restful web services.  Participants will use Document Builder to create document messages and will test sending and receiving document-based service operations.   Hands-on activities will allow participants to become familiar with providing…
        • 5 Days
          This course introduces participants to the various PeopleSoft technologies available for integrating with other PeopleSoft systems and third-party systems. Participants will take an in-depth look at PeopleSoft Integration Broker and practice configuring and administering the Integration Network using the Integration Network WorkCenter.  Hands-on activities will allow participants to send and…
        • 5 Days
          This course provides participants with essential skills in the use of the PeopleCode programming language, which is used throughout your applications. Participants will learn how to write and modify PeopleCode programs to validate data with custom business rules, maintain the referential integrity of the data in the database, execute SQL…
        • 1 Day
          PeopleSoft Test Framework (PTF) teaches students how to use the tool to automate functional testing and numerous other tasks within PeopleSoft applications. PTF allows testers to accurately run more tests in shorter amounts of time. Hands-on activities throughout this course will have students working with PTF just as project-team members…
        • 5 Days
          This course will take a server from OS and Database only and install and configure a complete PeopleSoft environment. From Database, application server, web server and finally a batch environment with process schedulers. Once the environment has been setup and configured students will explore and understand log files, common errors,…
        • PLEASE NOTE: PeopleSoft Approval Framework has replaced Approval Workflow Engine (AWE) to automatically route transactions as necessary to your system users. Maverick Solutions Workflow course was based on AWE and has been retired from our offerings. Please refer to Maverick Solutions Approval Framework course (link below) to learn how to…
        • 2 Days
          Approval Framework is delivered as part of Enterprise Components in PeopleSoft Applications being available across multiple product lines. Pre-defined approval processes are provided within each product line. In this course, students will be taught how to configure the approval routings to match the organizational criteria and hierarchy of their own…
        • 3 Days
          This course provides participants with essential knowledge of security within a PeopleSoft system. Participants will learn the different aspects of security as well as best practices for implementing and maintaining security in a PeopleSoft database. This course includes a thorough explanation of functional and technical topics including data permission security…
        • 1 Day
          This course is intended to guide students to gaining an overview understanding of security for PeopleSoft Financials. Students will be taught the basics of application security and reporting security. The course focuses on setting up and maintaining data permission security using the many available options. Those who need more technical…
        • 1 Day
          Overview of security for PeopleSoft HRMS. Students will be taught the basics of application security and reporting security. The course focuses on setting up and maintaining data permission security using the many available options.
        • 3 Days
          This course provides participants with the knowledge and hands-on practice that is essential to successfully use the Application Engine tool. Application Engine is a programming tool that allows technical developers to create programs that incorporate both SQL and PeopleCode to manipulate and maintain the data in your PeopleSoft System. It…
        • 1-3 Days
          This course provides detailed training on the new functionality provided by Oracle's PeopleTools 8.55 release. Designed to assist your technical staff in get the most out of the new tools and rich feature enhancements of this release, it covers numerous long awaited enhancements, demonstrating through hands on exercises the usefulness…
        • 5 Days
          This class will teach students how to use PeopleSoft DPK (Deployment Packages) and PUM (PeopleSoft Update Manager) to create change packages that can then be applied with Change Assistant(installed and configured in class). A tools Upgrade will also be performed. Traditional PeopleSoft management tools such as Data Mover, compare and…
        • 2 Days
          This course will cover how to install and deploy a PUM package.  We will use 2 images and perform a tools upgrade to an existing image.  During the deployment of a PUM/DPK package – students will configure the Change Assistant tool and perform some manual installation processes.  We will then…
        • 2 Days
          This course provides participants with the essential skills in using, maintaining, and developing PeopleSoft BI Publisher reports. Through detailed explanations, classroom discussions, and hand-on activities, participants will learn how to register data sources, define report templates, and create report definitions. They will learn how to configure BI Publisher and set…
        • 5 Days
          This course is designed for course authors, editors, and others who need to know how to record and edit content in the UPK - User Productivity Kit. Through hands-on exercises, participants will learn how to create courses by adding modules, sections, and topics to the outline. They will learn how…
        • 5 Days
          This course is designed for course authors, editors, and others who need to know how to record and edit content in the UPK - User Productivity Kit. Through hands-on exercises, participants will learn how to create courses by adding modules, sections, and topics to the outline. They will learn how…
        • 5 Days
          PeopleSoft Interaction Hub is a platform on which users can rapidly and cost-effectively combine web solutions with other third-party applications, homegrown solutions, and internet content, to create business-focused communities. The Interaction Hub class is designed for portal administrators. A wide range of topics is covered in this five-day offering. Students…
        • 3 Days
          The course covers the development of new PeopleSoft applications that take advantage of the PeopleSoft Fluid User Interface.   The Fluid User Interface uses Responsive technology which allows the pages to scale automatically based on the device screen size.  In this class, students will create and deploy Fluid pages and components. …
        • 5 Days
          The course covers the development of new PeopleSoft applications that take advantage of the PeopleSoft Fluid User Interface.   The Fluid User Interface uses Responsive technology which allows the pages to scale automatically based on the device screen size.  In this class, students will create and deploy Fluid pages and components. …
        • 2 Days
          In this class students, will gain an understanding of what user interfaces are available to them to access end-user applications with their PeopleSoft environment.  In this class, we will discuss the differences between Fluid Homepages, Dashboards and Work Centers Pages.   We will learn how each are accessed, their purpose and…
          • Campus Solutions

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          • 1 Day
            This course provides an introduction to PeopleSoft Campus Solutions for implementation and upgrade teams.  Topics include a general introduction to PS Terminology, Basic Concepts, Navigation, Security, Table Structure, and Module Area Overviews including Faculty Center and Student Center.  The course will also covers how to view a variety of student…
          • 1 Day
            PeopleSoft Fluid User Interface in Campus Solutions 9.2 allows users to perform transactions via multiple platforms. In this course, students will learn about Fluid, what it is, what is currently available and how to customize it to fit your needs.
          • 2 Days
            In this PeopleSoft Campus Solutions Academic Structure Training course, participants complete activities that develop their knowledge of implementing academic structure for PeopleSoft Enterprise Campus Solutions as they revise and update an academic structure through online pages and Tree Manager. Participants learn about the difference between a single and multi-institution setup…
          • 2 Days
            Participants learn how to set up 3C security for each of the 3Cs and how to manage 3Cs data including how to use the Communication Generation process and use the PeopleSoft 3C engine. Communications tasks include creating, assigning, updating and verifying communications, and generating letter and email communications. Checklists tasks…
          • 3 Days
            During the course, the recruiter learns to set up recruiting events and other core admissions setup values. The recruiter interacts with prospects through recruiting events eventually applications and corresponding supporting materials are submitted to PSUNV for admission. Through course lessons and activities, we enter application materials into the system and…
          • 3 Days
            Participants in this four-day course learn how to prepare for enrollment and how to enroll students. They learn how to set up the course catalog, schedule classes and set up dynamic dating. Participants also learn how to generate class permissions, create enrollment appointments, and add and activate student records. Finally,…
          • 2 Days
            The PeopleSoft Campus Solutions Academic Advisement Training course presents the information you need to answer that all-important question: has this student completed his/her degree requirements? You will use your knowledge of an institution's academic structure, catalog offerings, and your understanding of the institution's degree requirements to organize and define the…
          • 2 Days
            PeopleSoft Campus Solutions Academic Records training course covers the processes for maintaining a student's academic information. Through discussion and activities, participants learn how to maintain program, plan and sub plan data for students. They also learn how to process student withdrawals and cancellations, and award degrees. Participants learn how to…
          • 4 Days
            In addition to defining rules for calculating and collecting tuition and fees, participants in our PeopleSoft Campus Solutions Student Financials Training learn how to set up the PeopleSoft Enterprise Student Financials accounting structure (Business Units, Account Types, and Item Types). In depth activities provide participants with hands-on experience on how…
          • 3 Days
            The purpose of this PeopleSoft Campus Solutions Managing Payment training is to provide combine detailed descriptions of Student Financials setup and processes that will allow the institution to apply payment on student and corporate account. It will also describe the setup, process and managing of payment agreements with students as…
          • 4 Days
            Distributing limited funds fairly can be a formidable task. PeopleSoft Campus Solutions Financial Aid training helps you manage your financial aid awards process. In this course, you learn how to manage and process FAFSA/ISIR and Profile data. Discover how to create budgets, award and package aid, manage disbursements, and ensure…
          • 3 Days
            One of the most critical aspects of Financial Aid (FA) is awarding and packaging. After all eligibility has been verified, awarding is the system’s way of offering the funds to the student through the Financial Aid Item Types.  This Financial Aid Packaging course provides an in-depth look at how to…
          • 2 Days
            This two day PeopleSoft Campus Solutions Equation Engine Training course examines the advantages of using Equation Engine as a method to specify rules or equations as part of your business process. It describes the Equation Engine's capability to read any table for which you have security access and to perform various…
          • 2 Days
            The primary purpose of the Admission Application Web Services suite is to provide academic institutions, across the globe, with the ability to capture and move data from separately designed and constructed admissions applications into staging and production tables. Implementing and using this important technology and functionality requires in depth knowledge…
          • 2 Days
            This 2 day PeopleSoft Campus Solutions Training course is designed to teach you the basics of PeopleSoft Query and introduce you to the commonly used tables within PeopleSoft Campus Solutions Applications. You will create simple queries, utilize expressions, joins, aggregate features and calculations and understand the basics of table structure by the…
          • 1 Day
            This course covers the fundamental business processes of the PeopleSoft Campus Solutions Campus Community and Student Records applications. Through discussion and activities, participants learn how to manage transfer course work from External Organizations. Participants learn about the business processes to follow after admitting a student up to Registration. Participants will see…
          • 2 Days
            This PeopleSoft 9.2 Training course provides you with an in-depth look at the enhancements and changes made from release 9.0 to 9.2 for PeopleSoft Campus Solutions. This class includes examples and several activities addressing the new features in PeopleSoft Campus Solutions, from Campus Community enhancements to a What-If Advisement Report…