ESS and General Info Training Materials

PeopleSoft Support Team has created a variety of training materials to help you work in Employee Self-Service (ESS) and other areas.

Guides and Job Aids: Provide step by step instructions.
Videos & Webinars: These include basic and advanced videos and recordings from our webinars.

Video overview of Training Materials Webpages (March 2021, 18:25)

PeopleSoft Roadmaps provide high-level plans that state a module's objectives and captures the major steps to achieve those objectives.
HCM Training Materials
Finance Training Materials

Guides & Job Aids Videos & Webinars

Getting off to a great start in Employee Self-Service (ESS) using the

Employee Self-Service Roadmap

This roadmap quickly guides you through the basic functions of PeopleSoft ESS like logging in, changing your password, changing personal information, setting up direct deposit and view your paycheck.

For details, use the following guides, job aids and videos.

Employee Self-Service (ESS) - Basics

Quick Steps for Employee Self-Service (ESS) Functions.pdf (09/19/23, v1.5) This guide provides just the steps needed for logging into PeopleSoft, setting up your direct deposit, viewing your paycheck and W-2 and other employee options.
PeopleSoft Employee Self-Service (ESS) Guide.pdf (09/08/23, v4.8) This comprehensive guide will provide you with instructions on logging into PeopleSoft, setting up your direct deposit, viewing your paycheck and W-2 and other employee options.
ESS Log in and Password Reset (06/07/22, v4.3) This job aid walks you through logging into Employee Self-Service (ESS), changing your temporary password, and setting up security questions that are needed to use “forgot my password” functionality.
ESS Personal Details Guide (02/22/23, v1.3) This guide provides instructions for adding and updating Personal Detail information on the Employee Self-Service (ESS) page. These include your address, phone number, email address, and emergency contact.
Setting up an Alternate Approver (05/09/22, v1.0) This job aid explains how to set up the Alternate User function so you can designate someone to approve on your behalf if you are out of office. This is like an “out of office” setting for emails.

Getting an error message or password not working? Try clearing your browser cache

Clear Cache.jpg From time-to-time PeopleSoft may not be functioning as you would expect. Clearing your browser cache is the first step you can take to resolve the issue. This image provides instructions for a variety of browsers.
Clearing Chrome Browser Cache Video (09/01/22. 2:35) This video provides step-by-step instructions on how to clear your Google browser cache. Refer to Clear Cache supplemental material for clearing other browsers cache.

Paycheck Information

Viewing Your Paycheck.pdf (06/09/22 v4.0) This job aid shows you where you can quickly find your paystub on payday along with your historical paychecks. It explains the different areas on the paystub. If you have money coming with stipends and other areas besides you base pay, it shows you where the money is coming from using Compensation Split function.
How to Read Your PeopleSoft Paycheck.pdf (01/27/15, v1.0) This job aid has just how to read your paycheck.
Earnings Code Descriptions.pdf (03/04/21, v3.0) This list shows the descriptions for earnings codes that may appear on employees’ paychecks. NOTE: Not all organizations use all of these codes. Please contact your organization’s Payroll Department for more information.

Direct Deposit

ESS Direct Deposit for Payroll.pdf (09/08/23, v1.6) This job aid explains the Employee Self-Service (ESS) Direct Deposit Set up for Employee Payroll.
In order to add or make changes using ESS Direct Deposit, you will need to have these 2 items set up:
- How to Set Up MFA Contact Phone Number (02/06/23, v1.0)
- How to Set Up Primary Email Address (02/06/23, v1.0)

Tax Withholding

ESS Employee Withholding Forms (W4 DE4).pdf (07/15/22, v1.1) Use this job aid to add and update the Employee Federal W-4 Form and the CA State DE 4 Form for tax withholding.
ESS Tax Withholding Forms.pptx (10/15/20), v1.0) This PowerPoint was used with the Tax Withholding video.

Absences

PeopleSoft ESS Absence Requests Presentation.pdf (May, 2016)
How to Implement PeopleSoft ESS Absence Requests and Approvals (09/13/22, v1.2)
PeopleSoft ESS Absence Request History Edit Cancel.pdf (09/23/19)

Employee Self Service (ESS) Videos

Employee Self-Service Log in and Password Setup (09/29/23, 4:47) This video walks you through logging in the ESS the first time, setting up your security question and resetting your password.
ESS Personal Details Setup for Employees (10/03/23, 5:11) This video covers updating home and mailing addresses, phone numbers, email addresses and emergency contacts. For name changes, contact your Human Resources Department.
Viewing Your Paycheck and Compensation in Employee Self-Service (ESS) (10/05/23, 5:09) This video shows you where you can quickly find your paystub on payday along with your historical paychecks. It explains the different areas on the paystub. If you have money coming with stipends and other areas besides you base pay, it shows you where the money is coming from using Compensation Split function.

Entering Absence Requests in PeopleSoft ESS Video (May 2016, 1:03:20)
Updating Tax Withholding Forms on ESS Video (10/16/20, 25:30) This video walks you through the Employee Federal W-4 Form and the CA State DE 4 Form for tax withholding.

District Personnel

ESS Personal Information Webinar Video (06/09/20, 16:04) This webinar provides a little more detail on having the employees updating personal information in ESS. This functionality was rolled out for all districts June 2020.
Taking the Next Step with Employee Self-Service (Dec 2018. 39:44) This presentation was a repeat of the session from the 2018 PeopleSoft Conference. It was meant for district personnel who are thinking about expanding the Employee Self-Service functionality their district uses.