Navigating Peoplesoft for Advisors

How to Add a Page on PeopleSoft to your Favorites:

  1. Navigate to the page you wish to your favorites (see below for ideas of helpful pages to add to your favorites).
  2. Click "Add to Favorites" at the upper right corner of the PeopleSoft webpage.
  3. Type in a brief description of the page's contents.
  4. Click OK.
  5. Click on "My Favorites" at the left navigation panel to view your favorite pages.

How to Navigate in PeopleSoft to:

The Degree Audit (aka Degree Progress Report) - check to see if one has been run recently

See page 4 of CMS's Academic Advising Training Manual for pictures of this process.

  1. In the left navigation pane in PeopleSoft, click CSU SA Baseline.
  2. Then click CSU Academic Advising.
  3. Then click Degree Progress.
  4. Recommended: Add this page to your favorites so you do not have to use this navigation again. See instructions at the top of this page to add it to your favorites.
  5. Enter the SJSU ID in the EmplID field.
  6. Click Search.
  7. Click on the most recently dated report. If one has not been run recently, follow the instructions below to run one for the student.

The Degree Audit (aka Degree Progress Report) - run it for the student if one has not been run recently

See pages 5-7 of CMS's Academic Advising Training Manual for pictures of this process.

  1. In the left navigation pane in PeopleSoft, click Records and Enrollment.
  2. Then click Transcripts.
  3. Then click Transcript Request.
  4. Click "Add a New Value"
  5. Recommended: Add this page to your favorites so you do not have to use this navigation again. See instructions at the top of this page to add it to your favorites.
  6. Populate the fields as described in steps 9 through 11 of CMS's Academic Advising Training Manual (linked above).
  7. Click "Process Request" at the upper right portion of the page.
  8. Search for this newly run report by using the method in the previous navigation instructions.

Unofficial Transcript

  1. In the left navigation pane in PeopleSoft, click SJSU Campus Solutions.
  2. Then click Transcript.
  3. Then click View Unofficial Transcript.
  4. Recommended: Add this page to your favorites so you do not have to use this navigation again. See instructions at the top of this page to add it to your favorites.

Enrollment Summary

  1. In the left navigation pane in PeopleSoft, click Records and Enrollment.
  2. Then click Enrollment Summaries.
  3. Then click Enrollment Summary.
  4. Recommended: Add this page to your favorites so you do not have to use this navigation again. See instructions at the top of this page to add it to your favorites.

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