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CAPPS HR/PAYROLLEUT CourseStep20.ActionBegin by entering your User ID and clicking the Continue button.Enter "9999999999" into the User ID field.21.Click the Continue button.22.Next, you will need to answer the 'hint' question you set up previously.Remember, responses are not case sensitive.Enter "Rover" into the What was the name of your first pet? field.23.Click the Email New Password button.24.A confirmation message will appear.25.A few things to remember, if you don't receive the email in your "Inbox", checkyour “Junk” or “Spam” email box.The email will contain the temporary password only. The email will not contain theCAPPS URL or your login ID.Page 15

CAPPS HR/PAYROLLEUT CourseStepAction26.Remember, you will need to reset your password once you log in using thetemporary password provided.The temporary password will expire in 72 hours. If you fail to use the temporarypassword within 72 hours of it being issued, the temporary password will becomeinvalid and you will need to request another reset.27.Congratulations! You have successfully completed this lesson.End of Procedure.Section 2. Fluid Navigation OverviewSection 2 - Navigation OverviewAfter completing this section, you will be able to: Recognize universal navigation elements Use Personal PreferenceFluid Universal Navigation Options CORESection 2 - Exercises - Lesson 1: Universal Navigation ElementsThis lesson discusses some of the basic navigation elements common to all CAPPSHR/Payroll applications. Some navigation elements may or may not be available based on yoursecurity settings and application implementation.The elements discussed in this lesson include: Home page Universal navigation header items Favorites menu Cascading menus (Main Menu) General navigation elements within a component (tabs, links)ProcedureDuring this lesson you will learn how to navigate using the basic navigation features available inthe CAPPS application.Page 16

CAPPS HR/PAYROLLEUT CourseStep1.ActionThe Employee Self-Service dashboard/landing page will appear when you log insuccessfully.This is the default landing page that appears for all CAPPS users.2.Dashboards contain tiles.Tiles represent navigation elements and when selected will display a navigationcollection panel along the left side of the window.3.You will see all the normal Employee Self-Service options and can access eachoption by clicking on the tile.Note: Dashboards will display tiles according to your security access and agency’sconfiguration.Step4.ActionA dark blue bar, called the Fluid Banner, appears at the top of the screen. You willsee the current dashboard name and a drop-down arrow appearing on the bannerClick the Employee Self Service Dashboard title.Page 17

CAPPS HR/PAYROLLEUT CourseStep5.ActionThe drop-down displays a list of dashboards to which you have access. Thedashboards that appear will depend on your user profile.For example, you will see “HR/Payroll Core” listed if you have payrollresponsibilities.6.Click the scrollbar to review dashboards available to this user.7.To navigate to a different dashboard, select it from the list.Click the Workforce Administration dashboard.8.Notice the dashboard name changes and the tiles associated with the WorkforceAdministration dashboard appear.9.Next, select a tile from the dashboard.Click the HR Administration button.10.The navigation collection associated with the Workforce Administration tileappears on the left side of the page.11.Notice, the first page listed is Job Data and is displayed to the right of thenavigation collection panel.You can proceed with retrieving job data for an employee or navigate to a differentpage in the collection.Page 18

CAPPS HR/PAYROLLEUT CourseStep12.ActionIf you want to maximize the page's view, you can close (hide) the navigationcollection pane.Click the Activity Guide Navigation Area button.13.Simply click the same button a second time to expand (re-display) the navigationcollection.Click the Activity Guide Navigation Area button.14.Some navigation collection menu items are collapsed.Click the (select to expand or collapse child steps) button.15.A list of available pages will appear.You can navigate to any of the pages by selecting the item from the listing.Click the Position Data menu.16.Notice the selected page is displayed.17.Let's return to the Workforce Administration dashboard.Click the Workforce Administration button.18.Now that you understand how the dashboards, tiles, and navigation collectionfunction, let's review the other navigation options.Notice there are a series of buttons located in the upper right portion of the page.Let's take a look at these.19.Use the Home icon whenever you want to return to the default dashboard (i.e. ESSdashboard).20.Click the Home button.Page 19

CAPPS HR/PAYROLLEUT CourseStepAction21.Notice you have been returned to the default dashboard - Employee Self Service.22.Use the Global Search icon to search for a page using a key search term.Note: This will be covered in more detail a little later in the lesson.23.Use the Notifications icon to view alerts.24.Use the Actions List icon to view a list of available actions for the current window.For example, you can use it to set up favorites, edit 'My Preferences' and to sign outof CAPPS.Use the My Preferences action to set accessibility.25.Use the Navigation Bar (NavBar) icon to access a handful of additional navigationoptions including:- Recent Places,- My Favorites, and- Navigator (which expands to show a navigation menu that can be used instead ofthe dashboard/tiles/nav collection option)Let's review these features.26.Click the NavBar button.27.When clicked, the NavBar displays additional navigation options.28.Click the Recent Places button.29.The Recent Places option displays the five most recent places you have visited.You can navigate to any of the pages listed by simply selecting it from the list.30.Next, click the My Favorites button.31.The My Favorites option displays any page you designate as favorites.This user has not added any favorites yet. You will learn how to add to and edit yourfavorites a little later in the lesson.Page 20

CAPPS HR/PAYROLLEUT CourseStepAction32.Click the Navigator button.33.Review the menu that appears, scrolling up and down, to locate the menu itemneeded.In this example, we are navigating to the Mailing Address page.Note: You are not able to sort or change the sequence of the menu items.Begin by clicking the Self Service menu.34.At any point, you can return to the prior menu level by clicking the left arrow buttonthat appears to the left of the menu title.35.Or, you can return to the beginning (root) of the navigation path by clicking thearrow button to the right of the menu title.36.As you navigate, the presence of an arrow for a menu item indicates that additionalmenu items will appear when the menu item is selected.37.If the arrow is not present, then a page used to retrieve or enter data will appear oncethe menu item is selected.38.Click the Personal Information menu to continue navigating.39.The Personal Information's submenu appears.40.Click the Home and Mailing Address menu.41.Congratulations! You have navigated to the Home Address page using Navigator.At this point, you are able to view your address information.Page 21

CAPPS HR/PAYROLLEUT CourseStep42.ActionNow that you know how to use the Navigator option, let's review how to set up afavorite.In this lesson, we will be adding the Job Data page to the list of favorites.To begin, click the NavBar button and navigate to the Job Data page.43.Since it is a page recently visited, we will use the Recent Places navigation option.Note: You could have chosen to navigate using an alternate method such as thedashboard and tiles or the Navigator.Click the Recent Places button.44.Click the Job Data menu.45.Once you have navigated to the page, click the Actions button.46.Then click the Add To Favorites menu.47.The page label appears.You have the option of updating the label. We will accept the default for this lesson.Click the Add button.Page 22

CAPPS HR/PAYROLLEUT CourseStep48.ActionA confirmation message appears.Click the OK button.49.Let's review your list of 'My Favorites'.Click the NavBar button.50.Click the My Favorites button.51.The list of pages saved as favorites appear. In this lesson, the only favorite thatexists is the one we just added.52.There may come a time when you no longer need a favorite or you want to organizeyour favorites.You can use the Edit Favorites option to perform maintenance.Click the Edit Favorites menu.53.To remove a favorite simply select the checkbox for the page and click the DeleteSelected button.54.This page also allows you to revise the page labels and change the sort order byassigning a sequence number.Page 23

CAPPS HR/PAYROLLEUT CourseStep55.ActionNow that you know how to add and edit favorites, let's review the Global Searchnavigation feature.Remember at any point, you can return to the default dashboard page by clicking theHome button.Click the Home button to continue.56.The Employee Self Service dashboard re-appears.57.Recall, the Global Search allows you to navigate by searching for a page using akey search term.Click the Global Search button.58.Click in the Keywords field.59.We want to navigate to the Job Data page using the Global Search option.To begin, enter a search term.Enter "job" into the Keywords field.60.Click the Search button.61.The pages matching the search term appears. In this example, CAPPS found eightpages.Review the list to locate the desired page. If the page you are looking for appears,simply select the page title to navigate to the page.If the page does not appear or if your search was too broad, you can change yoursearch term.Let's see how this works.62.Page 24Click the Global Search button.

CAPPS HR/PAYROLLEUT CourseStep63.ActionWe will add the word 'data', so we are now searching for pages that match 'job data'.Enter "job data" into the Keywords field.64.Click the Search button.65.After modifying the search term to 'job data', the system only found one matchingpage. (Recall, eight pages were found when you searched using the word 'job'.)66.Remember, after locating the page, click the page title to navigate.Click the Job Data link.67.The Job Data page appears.When are finished working in CAPPS, you will use the Action button in the FluidBanner to sign out.68.Click the Actions button.69.Click the Sign Out menu.70.Congratulations! You have successfully completed this lessonIn this lesson, you learned how to use the fluid interface's navigation features. Thisincluded learning how to use the fluid banner to access Dashboards and othernavigation features including the Home icon, Global Search, Action List, andNav(igation) Bar.You learned that the Home icon will return you to the starting point (i.e. the defaultEmployee Self Service dashboard) when clicked and that the Global Search featureallows you to use key words to search for and navigate to CAPPS pages. Thislesson also taught you how to use the Nav Bar to access the list of recently visitedpages and your list of favorites. From the Nav Bar, you also learned how to use theNavigator feature to navigate through a hierarchical menu structure in order toaccess various CAPPS pages.End of Procedure.Page 25

CAPPS HR/PAYROLLEUT CourseFluid Introduction to Search Page and ComponentsProcedureIn this lesson you will learn how to perform a search.After you have navigated to a specific page, the system will display a search page. Search pagesare used to define the specific information you want to retrieve.Step1.ActionThe page displayed on the screen is the Search page.There is one tab on this page: Find an Existing Value.The Find an Existing Value tab allows you search for information according to aparticular value or values.Page 26

CAPPS HR/PAYROLLEUT CourseStep2.ActionWhen searching for information, use the search criteria to enter specific detailsabout the information you wish to retrieve.Let's begin by searching for all employee who are assigned to company 063.Enter "063" into the Company field.3.Click the Search button.4.The search results appear at the bottom of the page.Click the Vertical scrollbar.5.CAPPS has retrieved 20 rows of data matching the search criteria.6.You can click the column headings to sort the results.7.Click the First Name column header.8.Notice, the employees are now displayed in ascending order (i.e. A-Z).If you clicked the column heading a second time, the system will change the sortorder to descending order (i.e. Z-A).9.Depending on the number of search results returned, you may want to enteradditional search criteria to narrow the results.Click the Vertical scrollbar.10.Enter additional search criteria.Enter "Ja" into the Name field.11.Click the Search button.12.Click the Vertical scrollbar.13.Notice that the search results went from 20 rows of data to 3 rows of data.Page 27

CAPPS HR/PAYROLLEUT CourseStep14.ActionOnce you locate the information you wish to view, select any link associated withthat data row.Click the Jason Train063 link.15.CAPPS displays the Job Data component along with information stored for theselected employee.16.A Component has several pages (tabs) in the same window. These pages arerelated, and sometimes need to be completed in order.In this example of the Job Data component, the tabs are Work Location, JobInformation, Job Labor, Payroll, Salary Plan, and Compensation.17.Below the fluid banner sits a series of links such as New Window, PersonalizePage, etc.Depending on security settings or application implementation rules, not all optionsmay be available on a particular page.18.Use the New Window link to open a new browser window (or depending on yourbrowser settings, a new tab). The new window (tab) is known as a child window.The child window typically replicates the same page from which you clicked NewWindow (in other words, in the same place in the system). From this new window,you can view or enter data. You can also navigate to anywhere else you need to goin CAPPS HR/Payroll.You can open as many child windows as needed using the New Window link.NOTE: Do not use the browser's File, New Window (or File, New Tab) feature.CAPPS does not support this type of functionality.19.A dotted line under a field (in this example, the employee name JasonTrain063) indicates that there is a mouse-over pop-up image associated with thisfield.As you hover the mouse over a dotted line field, a page pops up near the cursor, andremains until you move the cursor away from that field.Point to Jason Train063.Page 28

CAPPS HR/PAYROLLEUT CourseStep20.ActionMore information is displayed in the pop-up page about this employee: Title,Department, Manager, etc.Moving the cursor away from the dotted line field causes the pop-up page todisappear.21.Click the Job Location tab.22.Jason's job information is displayed. Scroll to the bottom of the page.Click the Vertical scrollbar.23.Notice, the tabs near the top of the page are also links at the bottom of the page.Other examples of component links might include links for Go to or More (notdisplayed here).Click the Compensation link.24.And now you are viewing the employee's compensation information.Remember, this is a sample environment containing fictitious data and is being usedfor demonstration purposes only.25.Click the Vertical scrollbar scroll down to the bottom of the page.26.Let's review a few of the buttons that appear at the bottom of a page.27.If you make changes to the data on a page, you must click the Save button in orderfor the system to commit your changes to the database.Pages in a component are treated as a single entity when you try to save data. If youhave not entered all required fields, the system prompts you to enter additional data,even when required fields are not currently visible (in other words, a required fieldMIGHT be on another tab in this component).28.Return to Search: Returns you to the Find an Existing Value page to select adifferent employee to

PeopleSoft Enterprise Human Capital Management 9.2 system. This course includes an introduction to CAPPS, an overview of page navigation, a discussion on how to use keys and search pages, a discussion on working with pages, and an overview on how to add and update data. CAPPS HR/Payroll applications use a browser-based interface to view or .