Office of Postdoctoral Affairs - PeopleSoft Postdoc Web Forms Project
IMPORTANT |
Department managers request PeopleSoft authority for their postdoc staff by submitting a HelpSU ticket. |
- PD Web Forms Training Slides - PDF of PowerPoint (as of 9/29/11); Printable Version of Training Slides
- Postdoc Administrator Blog - ongoing updates, memos and materials available on the blog
- Workflow in PD Web Forms - Who Does and Sees What & When
- Known Issues (as of 3/26/12)
- Reviewing Tips for Admins (as of 3/26/12)
- Job Aids for Postdoc Web Forms
The Office of Postdoctoral Affairs moved to PeopleSoft Web Forms as of August 12, 2011. This process replaces the submission of appointments, extensions, funding changes, leave requests and other transactions which were done via paper forms and email. The new system uses Workflow and a security setup that is akin to what is in place for other PS modules. All campus staff users require prior training in order to receive authority to access the system.
Why did we do this? View a presentation of the project scope and rationale.
Required PeopleSoft Training:
University staff who administer postdoctoral scholar paperwork are required to complete PeopleSoft training to receive PeopleSoft access.
PeopleSoft Concepts and Compliance (online course)
Required Postdoc Web Forms and Policy Training:
Training classes for Postdoc Web Forms and Policy are held on the first Friday of every month at the Postdoc Open Labs (see the Postdoc Open Labs section below for dates and locations).
- Training classes are from 9:15 am - 11:15 am (approximately)
- Register to attend by email to Al Murray at alistair (at) stanford.edu
- Authority for Postdoc Web Forms is granted to you by OPA at the request of your Department Manager/DFA (role #3 approver of your postdoc web forms transactions). The Department Manager/DFA submits the request via the HelpSU link at the top of this page, or by email to alistair (at) stanford.edu
Postdoc Open Labs:
For anyone who needs a little one-on-one help with a question or problem they are having with the Postdoc web forms module in PeopleSoft and/or GFS. The labs are an unstructured format; first come, first served, and are staffed by OPA Staff and PeopleSoft Analysts. Please bring your real work with you for help in real-time.
- First Friday of every month, 9:00 am - 12:00 pm
- 215 Panama Street, Birch Modular, Lab B
NOTE: NEW LOCATION for select Postdoc Open Labs (not PeopleSoft/GFS) dates below.
- Postdoc Open Labs at MSOB are staffed only by OPA (no PeopleSoft/GFS)
- MSOB does not have computers, so you may want to bring your laptop
- The PeopleSoft Open Lab remains at the Birch Modular for ALL dates
- Jun 5, 2015: 1265 Welch Road, MSOB, x140
- Jul 10, 2015: 1265 Welch Road, MSOB, x140
- Aug 7, 2015: 215 Panama Street, Birch Modular, Lab B
- Sep 4, 2015: 1265 Welch Road, MSOB, x140
- Oct 2, 2015: 215 Panama Street, Birch Modular, Lab B
- Nov 6, 2015: 215 Panama Street, Birch Modular, Lab B
- Dec 4, 2015: 1265 Welch Road, MSOB, x140
Updated 05/15/2015 (tjw)