Document number: 18235

 

 

If you have previously created and saved your training plan, follow the instructions below to update your Training Plan:

1. Open Internet Explorer and log in to Planet PeopleSoft. For more information, see Eureka! document 15270 — How to log on to Planet PeopleSoft.

2. Locate Planet Navigator on the left side of the screen. Under Employee Resources, click Training (PSU).

3. Click Training Plans & History.

4. Under Updating Your Training Plan, click the PSU database link.

5. A PeopleSoft University login page will appear. Enter your employee ID in the login and password fields, then click Sign In.

6. Your training plan will appear. From this screen, you can make the following changes (click the desired change to see detailed instructions):

• Add a course

• Remove a course

• Change the Target Date

• Enter a Completion Date

7. Make any necessary changes, then click Save.

If you'd like to download your updated training plan to your local computer, follow the steps below:

1. Click the Printer icon, then click Download to Excel.

2. Enter your Employee ID, then click View Results.

3. Click the link to Download results in an Excel Spreadsheet.

4. From the File menu, select Save As.

5. Select the desired filename, file type and download location on your local computer, then click Save.

 

 

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To Add a Course

1. Click the Add button (+) in any row to add a course below that row. A blank row will appear.

2. You can search by Course Title, Release or Course Code (the Course Code may not be the same as the course number listed on some training sites such as SkillSoft). To search by Course Title, click the Search button (magnifying glass) next to the blank Course field.

3. The Lookup Course page will appear. Enter your search criteria, for example, a keyword or product name, in the Course Title field, then click Lookup.

4. A list of matching courses will appear. Click the desired course to add that Course Code to your training plan.

5. To fill in the remaining details, you may need to click the Search button (magnifying glass) next to the Release as well. The Course Code will be prefilled. Simply click the Lookup button, then select the course.

6. Click Save to save your changes.

 

 

Click here to go back to the beginning of this document.

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To Remove a course

1. Click the Remove button (-) at the end of the row that you would like to remove.

2. Click OK to confirm.

3. Click Save to save your changes.

 

 

Click here to go back to the beginning of this document.

 

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To Change the Target Date

1. Click the Calendar icon next to the target date you would like to change.

2. A calendar will appear. Select the new target date.

3. Click Save to save your changes.

 

 

Click here to go back to the beginning of this document.

 

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To Enter a Completion Date

1. Click the Calendar icon next to the Completion date you would like to enter.

2. A calendar will appear. Select the new Completion date.

3. Click Save to save your changes.

 

 

Click here to go back to the beginning of this document.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004 All rights reserved.
Created: jw 03/07/2003
Revised: jw 04/30/2004