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Online Travel and Expense Training

Print friendly Modified January 2, 2013

These training modules are designed for non-traditional PeopleSoft Users who will be using PeopleSoft for Travel and Expenses. These training modules include animation and audio to help you learn how to accomplish the tasks you need to complete.

To open a module, click on the link. For best results, maximize the window as it displays. In addition, audio is included in each training module. So as not to disturb others, you may wish to use headphones to view the training. Each module includes instructions on how to navigate through the training. Many of the training modules include practice exercises so that you can apply what you’ve learned and practice these tasks before working in the live system.

If you are unsure which training modules to complete, please check with your institution. Not all institutions use each of the PeopleSoft components covered in the training. Your institution will be able to direct you to which training modules you need to complete.

  1. Introduction to PeopleSoft for Non-Traditional Users
    This lesson is for employees who do not use the PeopleSoft core system and are unfamiliar with PeopleSoft and its end-user applications, such as Travel and Expenses. This lesson explains what PeopleSoft is, why it is used, and how the individual employee is involved.

  2. Introduction to PeopleSoft Travel and Expense Module
    This lesson is for employees who are new to PeopleSoft’s Travel and Expenses Module. This lesson explains the purpose of the Travel and Expenses Module, as well as important components each individual employee should be aware of when entering transactions in this module.

  3. Enabling Your Access to the PeopleSoft Travel and Expense Module
    This lesson is for employees who are ready to set up their system in order to use the PeopleSoft Travel and Expense Module. This lesson explains the necessary steps to complete, as well as all pieces of information the employee must verify. Setting up the Travel and Expense Module only needs to be done once, but every employee must complete this step in order to use the module.

  4. Using Travel Authorizations in the PeopleSoft Travel and Expense Module
    This lesson is for employees who are ready to start working with Travel Authorizations in the PeopleSoft Travel and Expense Module. This lesson explains the components of a Travel Authorization in PeopleSoft, how to add items to a Travel Authorization, and how to manage a Travel Authorization once submitted for approval. The use of Travel Authorizations is specific to each institution.

  5. Using Cash Advances in the PeopleSoft Travel and Expense Module
    This lesson is for employees who are ready to start working with Cash Advances in the PeopleSoft Travel and Expense Module. This lesson explains what a Cash Advance may be used for, as well as how to create and manage Cash Advances. The use of Cash Advances is specific to each institution.

  6. Using Expense Reports in the PeopleSoft Travel and Expense Module
    This lesson is for employees who are ready to start working with Expense Reports in the PeopleSoft Travel and Expense Module. This course explains the components of an Expense Report in PeopleSoft, how to add items to an Expense Report, and how to manage an Expense Report once submitted for approval.

  7. Apply Travel Authorizations to Expense Reports in the PeopleSoft Travel and Expense Module
    This lesson is for employees who need to apply a Travel Authorization that they created in the PeopleSoft Travel and Expense Module to an Expense Report. This lesson explains and demonstrates what the requirements are for applying a Travel Authorization to an Expense Report.

  8. Applying Cash Advance to Expense Reports in the PeopleSoft Travel and Expense Module
    This lesson is for employees who need to apply a Cash Advance that they created in the PeopleSoft Travel and Expense Module to an Expense Report. This lesson explains and demonstrates what the requirements are for applying a Cash Advance to an Expense Report.

  9. Applying a Travel Authorization and a Cash Advance to an Expense Report in the PeopleSoft Travel and Expense Module
    This lesson is for employees who need to apply both a Travel Authorization and a Cash Advance that they created in the PeopleSoft Travel and Expense Module to an Expense Report. This lesson explains and demonstrates what the requirements are for applying a Travel Authorization and a Cash Advance to an Expense Report.

  10. Additional Tips and Tricks for Entering Expense Transactions in the PeopleSoft Travel and Expense Module
    This lesson provides users with additional instructions on increasing efficiencies when creating expense transactions in the Travel and Expense Module. This lesson describes how to use User Defaults, Personal Templates, and the expense line copy function to minimize data entry. This lesson concentrates primarily on Expense Reports, but the same tips work for Travel Authorizations as well.

  11. Being an Approver in the PeopleSoft Travel and Expense Module
    This lesson is for employees who are designated as approvers for their institution in the PeopleSoft Travel and Expense Module. This lesson explains and demonstrates what an approver’s responsibilities are within the system, how Workflow functions, and the choices available when working with expense transactions. Before starting this lesson, it is strongly suggested that you learn how to use expense transactions in the PeopleSoft Travel and Expense Module in order to learn how the transactions are created.