Financials Self-Service
Introduction
Financials Self-Service provides employees with the ability to lookup, enter or approve various information or transactions within PeopleSoft, SupplyNet and Budget Applications. When you log into PeopleSoft Financials, you will land on the Employee Self-Service Center page where these functions are accessed.
Financials Self-Service for employees includes the ability to:
- Inquire on SpeedCodes (ChartField distribution)
- Enter and/or Approve Travel & Expense Claims and Travel Advances
- Enter Professional Expense Reimbursement (PER) if you are eligible
- Enter and/or Approve Purchase Requisitions if you are eligible
- Assign/View Proxies/Sub-delegate, UAPPOL and Research Ethics (REMO)
Research related employees may get additional Self-Service to:
- View pending proposals and projects in the Researcher Home Page
-
View and print projects through Electronic Tracking of Research Awards and Contract (eTRAC).
Applicability
University employees automatically receive access in PeopleSoft Financials to related self-service features using their Campus Computing ID (CCID) and password.
University researchers automatically receive access in PeopleSoft Financials (including Researcher Home Page & eTRAC) to related self-service features using their Campus Computing ID (CCID) and password.
Procedure
Navigation: https://ist.ualberta.ca > Services & Technology > Enterprise Applications > Financials Icon (this navigation takes you directly to PeopleSoft where you have to enter your CCID and Password to log in)
Navigation: https://ist.ualberta.ca. Scroll down to the Enterprise Applications menu, then click Financials.
When you log into PeopleSoft your Home Page is displayed which contains the Self-Service Center tile. The Security you have is based on your role at the University and it determines what items you have access to in the Self-Service Center.
- Follow the Navigation until you get to the Financials Icon
- Click the Financials Icon. You will have to enter your CCID and Password to Log-in.
- Click the Self-Service Center tile.
- Click Training/Resources to expand the menu and view available information.
- Click the applicable topic.
- For more training on Self-Service, click Quick References*.
Additional Considerations
For additional items related to Self-Service click the links below:
PS Financials Employee Self-Service for Travel and Expense Claims
Guide to Researcher Home Page
Researcher Home Page
Employee Self Services