Manuals and Guides

PeopleSoft Financials Reference and Guides

Below is a list of Financials and HCM training manuals along with some commonly used reference guides. The PeopleSoft Spreadsheet Upload is a downloadable utility that allows users to upload journals into PeopleSoft. Learn more about the training class.

Training Guides

• PeopleSoft Financials Training Manuals
• PeopleSoft HCM Training Manuals
• Online Security Form Reference Guide 

PeopleSoft Navigation Guides

• Financials Navigation Overview

• Financials Reporting Navigation Overview

• HCM Navigation Overview

Chart of Accounts Reference

• Expense Accounts
• Accounts
• Funds
• Speedtype
• Speedtype Account Guidelines

PeopleSoft Spreadsheet Upload

• Please email erpfingroup@case.edu