Job Aids - Cheat Sheets

Click on a course title below to view the Job Aids.
For comprehensive simulations of business process flows, go to Simulations.

• General Information

• Accounts Payable

• Accounts Receivable - Billing

• Accounts Receivable - Collection Workbench

• Accounts Receivable - Direct Journal Entry

• Approvers

• Compliance & Eligibility - HR Approvals

• eProcurement

• HR Initiator

• Manager Self Service

• Researchers/PIs

• Security

• Self Service

• Talent Acquisition Management (TAM) for Managers

• Talent Acquisition Management (TAM) for Recruiters

• Time Reporting

• Travel & Expenses

General Information:

How to Log in to BLACKBOARD

How to Access the Portal and PeopleSoft

PeopleSoft Navigation Quick Reference Guide

PeopleSoft Workflow Quick Reference Guide

Using Context Sensitive Help

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Accounts Payable

Using payment Inquiry

Accounts Receivable - Billing

Attach Documentation

Attach Documentation to a Bill

Customer Request Form

Email Bills to Customer

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Accounts Receivable - Collection Workbench

Add a conversation

Attach Document to a Conversation

Display Alerts

Edit a Conversation

Search and Display Customer Details

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Accounts Receivable - Direct Journal Entry

Create Accounting Entries

Create Regular Deposits

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Approvers

Approval of AP Voucher Distribution Line

Approval of Expense Claim

Approval of Job Change Request form

Approval of Job Opening Request form

Approval of Payable Time

Approval of Requisition Distribution Line

Approval of Scholarship Payment

Approval of Template-based Hire form

Delegate Temporary Authority in HCM

Delegate Temporary Authority in FSCM

Enhanced Worklist Functionality

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Compliance & Eligibility - HR Approvals

Compliance & Eligibility: Approving Job Change Request

Compliance & Eligibility: Approving Job Opening Request

Compliance & Eligibility: Approving Template-based Hire

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eProcurement

PCard Reconciliation

Requisitions

Generate a Special Item Requisition

Generate a Requisition Using CFI Discount Orders

Generate an Amount Only Requisition

Monitor Your Requisition Status

New Vendor Request Quick Reference Guide

Receiving an Amount Only Requisition

Receiving Goods on Regular Requisitions

Retrieving the PO Number for a Requisition

Requisition Change Request - Approver

Requisition Change Request - Buyer

Requisition Change Request - Requisitioner

Splitting Chartfields

Determining Status of Purchase Order

Determining Voucher Approval Status

Determining Voucher Payment Status

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HR Initiator

Job Change Request

Job Opening Request

Job Termination Request

Template Based Hire

Termination Checklist Reference Guide

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Manager Self Service

Accept Delegation Request

Approval of a Job Change Request form

Approval of a Job Opening Request form

Approve Payable Time

Approval of a Template-Based Hire form

Delegate Temporary Authority in HCM

Generate Relevant Reports

Initiate Job Change Request form, Accounting Change

Initiate Job Change Request form, Extension

Initiate Job Opening Request form, New Position

Initiate Job Termination Request

Initiate Online Termination Checklist

Initiate Template-Based Hire form, (Casual AUPE hourly)

Initiate Template-Based Hire form, (Postdoctoral, Postgrad)

Initiate Template-Based Hire form, (sessional)

Manage Exception Errors

POI Relationship Quick Reference Guide

Request Access to Peoplesoft

Run Unapproved Time Report 

Termination Checklist Reference Guide

UC Position Report Inquiry

Understanding your reporting relationships

View Payable Time Detail

View Time and Labour Launch Pad

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Researchers/PIs

Creating a Person of Interest (POI) Relationship

Researchers / PIs

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Security

IAM Request Approval

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Self Service

Direct Deposit Information

Faculty Center upgrade features

PeopleTools upgrade features  

Printing Pay Statements

Student Center upgrade features          

Updating Personal Information        

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Talent Acquisition Management (TAM) for Managers

Accessing Job Openings

Forward Applications & Send Correspondence

Initiate Job Opening Request form, New Positions

Job Opening Notes, Attachments & Expenses

Update Job Applicant Disposition Status

Viewing Service Date & Redeployment

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Talent Acquisition Management (TAM) for Recruiters

Add an Applicant Manually

Candidate Gateway - Internal Applicants

Clone a Job Opening

Create a Positioned Job Opening, Operating

Create Job Posting, Operating Positioned

Creating & Saving Applicant Searches

Find Applicants

Forward Applications & Send Correspondence

Initiate Job Opening Request form, New Position

Job Opening Notes, Attachments & Expenses

Manage Job Openings & Postings

Retrieving Saved Applicant Searches

Prepare for Hire

Search & Approve Job Opening Request forms

Update Applicant Disposition Status

Updating Job Posting

Viewing Service Date & Redeployment

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Time Reporting

Add or Change time already reported

Add a Comment

Hourly Report Time - no Chartfield override

Hourly Report Time - with Chartfield override

Report Time

Salaried Report Time

View Time & Labour Launch Pad

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Travel & Expenses

Adjusting GST/VAT

Cash Advance - Clearing

Cash Advance - Repaying

Cash Advance - Requesting

General Expense

My Wallet - Create Expense Report

My Wallet - View Transactions

Non-employee Payment form

PER Expense

Printing Expense Reports *NEW*

Travel Expense

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