Description
Stack
Expected Behaviors
Fundamental Awareness
Working within a procurement support environment, demonstrates conceptual familiarity with PeopleSoft Finance as an ERP platform and can describe its module landscape, terminology, and purpose. Recognizes how procurement, P-Card, and financial data structures fit within the requisition-to-payment lifecycle. Understands chartfields, standard reports, approval workflows, segregation of duties, and compliance terminology at an introductory level, enabling meaningful conversations with more experienced procurement staff.
Novice
Under supervision in day-to-day procurement tasks, navigates PeopleSoft using the homepage, NavBar, and Fluid or Classic interfaces to locate transactions. Enters requisitions with proper line coding, reviews P-Card transactions, looks up suppliers, applies chartfields, and attaches receipts. Runs predefined queries, retrieves P-Card data, performs ledger inquiries, and exports results to Excel. Routes items through approval chains, handles workflow notifications, and retrieves basic audit trails.
Intermediate
Independently manages procurement and P-Card operations by using advanced search, WorkCenters, dashboards, and personalized pages. Creates purchase orders, reconciles P-Card statements, resolves voucher match exceptions, maintains cardholder profiles, and processes disputes. Builds custom PS Queries, performs multi-chartfield reconciliations, analyzes spend trends, and produces variance and nVision reports. Configures multi-level approvals, delegations, and threshold rules while identifying compliance violations and validating workflow behavior.