General Navigation in NUFinancials

The purpose of this guide is to explain the general layout of NUFinancials pages and provide explanations of commonly used navigation buttons and links.

After completing this guide, you will be able to:

  • Access NUFinancials
  • Recognize navigational elements
  • Use common buttons or icons
  • Sign out of NUFinancials

How do I sign in to NUFinancials? 

NUFinancials Homepage

After logging in, the system presents you with the Homepage associated with your access. The default Homepage is Employee Self Service.


Each tile on this page represents the business functions associated with your login access. The tile may present additional information or notifications associated with that business function such as the Approval tile below. This tile is showing the number of Approval items that need your attention.

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Clicking on any particular tile will open the business function associated with that tile.

The Homepage may be modified to create a personalized experience. Tiles can be added, moved, and deleted as desired. This functionality is covered later in this document.

Fluid User Interface

The PeopleSoft Fluid User Interface enables you to use a single interface across different devices.

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The page layout dynamically changes, based on the size of your screen, as you access your system from your desktop, tablet, or smartphone.

Icons and Buttons

There are five icons in the upper right corner of the screen and a drop down in the center:

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  1. The Employee Self Service drop-down allows you to select an alternative Homepage.
  2. The Home icon nav4 returns you to your Homepage.
  3. The Global Search icon nav5 allows you to search the entire system for specific information.
  4. The Notifications icon nav6 presents you with pending system Actions / Alerts.
  5. The Actions List icon nav7 allows you to personalize the Homepage, set preferences, and sign-out.
  6. The NavBar icon nav8 opens the right hand navigation bar to access less frequently used functions and/or tiles.

Personalize Homepage

You can modify the default Homepage to personalize your experience. To do this:

  1. Click the Actions List icon in the upper right corner of the screen.
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  1. After the drop-down appears, select Personalize Homepage.
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  1. After the following screen appears, you can add tiles by clicking on the Add Tile button in the upper right. This will allow you to select any tile available to your role.
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  1. Select the desired tile from the Add Tile dialog box (you may need to drill down to the desired tile).
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  1. Once added, a tile may be deleted by clicking the red X in the upper right corner of the tile. (If the red X does not appear, the tile was system assigned based on the security role and therefore cannot be removed.)
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  1. Tiles may be moved/reordered by simply dragging and dropping the tiles on the screen.

Important: After making changes to a Homepage you must click the Save button nav14 in the upper right corner of the screen to save your changes.

Add a new Homepage

You can also create and modify any additional Homepage. These pages are accessed under the Employee Self Service drop-down.

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To add a new Homepage:

  1. Click the Actions List icon in the upper right corner of the screen.
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  1. After the drop-down appears, select Personalize Homepage.
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  1. After the Personalize Homepage screen appears, click the Add Homepage button.
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  1. After the Add Homepage dialog box appears, either you can select My Homepage or you can click and add a new Homepage in the text box under Or create a new Homepage.
  2. Click the Add button.
  3. After the Personalize Homepage dialog box appears, you can add tiles by clicking the Add Tile button in the top right corner of the screen. You can also delete and arrange tiles as you desire.
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See the Personalize Homepage section above beginning at step 3 to see how you can customize this new page.

Navigation Bar (NavBar)

 The NavBar icon nav20 opens the right hand navigation bar to access all system functions/tiles. It also allows you to customize the navigation bar to include additional functions/tiles.

1.   After clicking the NavBar icon nav21, the NavBar appears on the right side of the window.

2.  The Personalize NavBar icon nav22 allows you to customize the NavBar by adding or removing tiles that you have added. (Tiles assigned by the system will not have a red X and cannot be removed.)

3.   The Recent Places icon nav23 provides you a history of your most recently used business functions (tiles).

4.   The My Favorites icon nav24 allows you to see the business functions that you have designated as your favorites.

5.   The Navigator icon nav25 allows you to access any/all of the business functions that your login/role is entitled to access.

6.  Below the Navigator icon are additional tiles that have been added to the NavBar. You can select any of the tiles in the menu to launch the business function associated with that tile.

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Additional tiles may appear below the screen and are accessed by scrolling down the NavBar.

Adding Tiles to the NavBar

You can add tiles to the NavBar to allow access to items in the same way tiles are added to the Homepage. To do this:

  1. Click the NavBar icon in the upper right corner of the screen to open the

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  1. The NavBar Click the Personalize NavBar icon.
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  1. The Personalize NavBar dialog box opens. Click the Add Tile button.
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  1. The Add Tile dialog box appears. Select the tile you would like to add.
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  1. After adding tiles, click the Done buttonTiles appear in the order added.
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Adding Favorites

When you are in a particular business function, you can add that screen/tile to your favorites. To do this:

  1. Navigate to the business function you would like to add.
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  1. Click the Action List icon.
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  1. Select your choice of Add to Homepage, Add to NavBar, or Add to Favorites.
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Signing out of NUFinancials

To sign out of NUFinancials:

  1. Click the Actions List icon.

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  1. Select Sign Out.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:nufinancials   Doc ID:110893
Owner:ESAF GL Team .Group:Northwestern
Created:2021-05-18 15:41 CDTUpdated:2021-08-06 08:53 CDT
Sites:Northwestern
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