Finance for Staff

Financial Systems

PeopleSoft Financials

PeopleSoft Financials includes Accounts Payable, General Ledger and Asset Management and houses data supporting financial transactions generally recorded in the form of revenues, expenses, assets, liabilities and fund balances. This information is reported in the form of financial statements such as balance sheets, income statements, and budget variance reports.

PeopleSoft General Ledger Report Manager & Drilldown

Report Manager allows users to see all reports you are authorized to view.  You can then drill down on an individual cell within a report by clicking on it and using drilldown functionality. 

To drilldown on Excel reports, the Microsoft add-in DrillToPIA.xla file needs to be installed on your computer.  The add-in is provided by IS&T when you obtain General Ledger access.   Once the add-in is installed, the nVisionDrill menu will appear on your Excel menu bar.

For security reasons, the features of the Flash component have been disabled.

If you have additional questions on viewing reports or running drilldowns, contact your accounting representative in the Controller's Office.

PeopleSoft Employee Self-Service

PeopleSoft Employee Self-Service allows employees to review and update paycheck and payroll tax information. 

Available options include:

Payroll

  • View paycheck
    • includes earnings, tax and deduction withholdings, leave balances
    • typically available for viewing Tuesday prior to pay day Thursday
  • View direct deposit advice
    • includes earnings, tax and deduction withholdings, leave balances
    • typically available for viewing Tuesday prior to pay day Thursday
    • sign up for direct deposit
    • to 'go green' and save resources, please consider turning off the printing of your advice
  • View and update voluntary deductions

Taxes

  • Review and update W-4 tax withholdings
  • Request copy of W-2

Hyperion

Hyperion Planning and Reports is used by Thomas Jefferson University and Jefferson University Physicians to prepare annual operating budgets.  Upon obtaining access, you will be enrolled in the TJU Hyperion Project organization on Pulse which provides tutorials, simulations, training guides, report tips and frequently asked questions.

Labor Distribution

The Labor Distribution system assists University clients to manage personnel activity. 

  • View salary and fringe benefits activity for account code
  • View salary and fringe by employee
  • Determine if retroactive adjustment has been processed
  • Perform ‘what if’ analysis

VistaPlus

VistaPlus allows users to view financial reports:

  • Sponsored programs financial statements
  • Accounts Payable Distribution reports
  • Payroll reports:
    • Gross Job Distribution
    • Current Earnings Distribution

Contact VistaPlus@jefferson.edu to provide feedback or for application support.

TouchNet

Jefferson partners with TouchNet, a secure 24/7 payment gateway:

  • for students to view electronic bills, make payments, and create or update payment profiles to receive refunds
  • for prospective students during admission process

PaymentNet

Jefferson partners with JPMorgan Chase PaymentNet as its procurement credit card provider