Stanford University

PeopleSoft Training Requirements

Overview

Staff who will process transactions for employees or students in PeopleSoft are required to complete system training before they will be granted access to either PeopleSoft HRMS or PeopleSoft Student Administration (SA). Training requirements are based on the user's functional role in PeopleSoft (HR Administration, Student Records, Graduate Admissions, Graduate Financial Support [GFS], etc.). Training materials for the PeopleSoft system are available via the Online Learning Player. These modules are NOT integrated with STARS, but should be accessed directly via the web.

Required Training Modules & Completion Certificates

All new users must first complete the PeopleSoft Concepts & Compliance training module via the Online Learning Player before being granted access to the PeopleSoft system. Additional training requirements vary depending upon what function(s) you will perform in PeopleSoft. See the complete list of training requirements below and take the training required for your functional role. See Online Learning Player Support for tips on running the training modules.

NOTE: PeopleSoft training is NOT currently integrated with the STARS training registration system. You must print, sign, and fax/email the appropriate Certificate of Completion in order to verify training module completion.

If You Will Perform this Function: Take this Online Training Module: Complete this form (.pdf):
All PeopleSoft Functions PeopleSoft Concepts and Compliance PSC&C Completion Certificate
Student Records - Entry Student Records for Department Users Student Records Completion Certificate
Course Maintenance - Entry Course Maintenance Course Maintenance Completion Certificate
Graduate Admissions - Entry Graduate Admissions Graduate Admissions Completion Certificate
Student Financials for Department Users Student Account for Departmental Use Student Accounts Completion Certificate
GFS Read Only GFS Read Only GFS Read Only Completion Certificate
GFS Entry

GFS Entry

Users must complete both the online training module and a classroom policy class (AS-9035 in STARS) in order to fulfill training prerequisites. It is recommended that users take the GFS Policy class before taking the GFS Entry online training module.

GFS Entry Completion Certificate

(denotes completion of online training only)

GFS Disbursement Aid Sequence Override

GFS Entry

GFS Entry Completion Certificate

(unless already submitted for GFS Entry function)

GFS Home Department Approver

GFS Read Only

Users must complete both the online training module and a classroom policy class (AS-9035 in STARS) in order to fulfill training prerequisites. It is recommended that users take the GFS Policy class before taking the GFS Read Only online training module.

GFS Read Only Completion Certificate

(denotes completion of online training only)

GFS Financial Approver Understanding Cost Policy (DOR-1101) n/a
GFS Item Type Requestor

Complete the following 2 training videos:

(1) Requesting GFS Item Types

(2) Verify Item Type Processing

GFS Item Type Requestor Completion Certificate
Postdoc Web Forms - Dept Entry

Complete PS Concepts & Compliance as a prerequisite.

Additional training required per the Office of Postdoctoral Administration.

PSC&C Completion Certificate

Online Learning Player Help

See Instructions for navigating the Online Learning Player.