PeopleSoft Finance Process Monitor reports not openingUsers in PeopleSoft Finance are unable to open reports in Process Monitor. HCM reports are working fine. We understand that this is needed asap so you can access your POs and other reports. Our tech team is working to resolve the issue. Users that have Secure Authorization, where you are logging into a different site, are able to access these reports.
Posted Mar 24, 2017, 9:19 AM by Barbara Thiss
March 2017 Payroll Distribution CompleteOn Monday, March 20, 2017, we sent an announcement asking you to hold off running PEDR reports until notified. This is a follow-up message. The Payroll distribution process is now complete. You can now run PEDR reports. Please wait until the encumbrance calculation has finished before running an extract that includes encumbrances. The CRC will notify you when this is ready.
Posted Mar 23, 2017, 9:38 AM by Barbara Thiss
All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Mon, 03/20/17 at 5:00 pmAt 5:00 pm tonight, Monday, March 20, 2017, all users' access to PeopleSoft HCM and ESS (Employee Self-Service) will be removed until payroll is confirmed, typically through the middle of the next day. This means you will not be able to access HCM or ESS during this time. You will have access to the system once payroll is confirmed. We will notify your organization's PeopleSoft HCM contacts when access has been returned.
Posted Mar 20, 2017, 4:13 PM by Barbara Thiss
Reporting system performance problems in PeopleSoftAs MITI works on addressing reported system performance problems in PeopleSoft, we need your help providing relevant documentation. Open a Heat ticket for any perceived system performance problem Include the following information: Page, field and action that you did when the issue occurred Specific date and time of when the issue occurred Timing of how long it took How often has this occurred These things will help us troubleshoot. Our first step in resolving reported problems is to be able to recreate them in a test environment.
Posted Mar 15, 2017, 4:04 PM by Barbara Thiss
Pseudo PositionsIf your district wants to set up pseudo positions for Substitutes, Extra help and Overtime, MITI will assist with the set-up your Pseudo information for your Budget Year FY18. You will need to fill out the Pseudo Data Request Template located on the CRC website https://docs.google.com/viewer?a=v&pid=sites&srcid=c2Rjb2UubmV0fGNyY3xneDo3ZGFlNTM2NGJiNzYwODk0 so the information can be loaded into Hyperion. For subsequent years, your pseudo positions will already exist in Hyperion and you will just need to add any additional pseudo positions. CRC is working on a guide for manually adding new pseudo positions.
Posted Mar 23, 2017, 4:20 PM by Barbara Thiss
Hyperion benefit and additional earning calculation for FTE less than 1.0Hyperion includes the FTE when calculating out benefits and additional earnings. When the FTE is less than 1.0, the budget for these positions will be under budgeted. You will need to correct/inflate the Override Option Value as if the position was a full 1.0 FTE. NOTE: Positions less than 1.0 FTE that were loaded from the HCM extracts have already been corrected. For any new positions added that are less than 1.0 FTE that have a benefit or additional earning with a Value Type of Amount, you will need to correct/inflate the Override Option Value to the correct amount as if the position was a full 1.0 FTE.
Posted Mar 23, 2017, 4:10 PM by Barbara Thiss
Reviewing Hyperion extract filesThere has been some discussion around reviewing Hyperion extract files. This is recommended but not required. These files are provided to you as a tool to review data and look for inconsistencies. It is easier to review data when they are in a spreadsheet rather than multiple places in Hyperion. Since you are the expert on your data, we give you this opportunity to review the data before it is loaded into Hyperion. If there are things that need to be fixed, you would go into Hyperion and make your changes there. BPS had 26 extracts that over the years we were able to incorporate into the process. Since Hyperion is relatively new, it will take some time to learn ...
Posted Feb 17, 2017, 4:29 PM by Barbara Thiss
Checking vacancy, incumbent, and zero FTEsIt is importance to check vacancy, incumbent, and zero FTEs. What to look for: Vacancy FTE. Use POSFTE HCP Data View Form in Hyperion. When updating the VACANCY line of a position, either the Maintain Position Data page or the Maintain Employees by Position page can be used. The VACANCY line is different than the INCUMBENT line—where the INCUMBENT line has the employee attached to it, and the VACANCY line does not have an employee attached to it. Matching Vacancy and Incumbent FTE. Use the Maintain Employees by Position. It is necessary to match the FTE for the VACANCY and the INCUMBENT on a position, especially when changing the FTE in any way. The VACANCY line will take over ...
Posted Feb 17, 2017, 4:28 PM by Barbara Thiss
Identifying Exception Hourly Employees and the comparison of HCM to HyperionThe Exception Hourly Employees in HCM and Conversion to Hyperion job aid describes how to identify Exception Hourly Employees and their positions and how that information converts over to Hyperion. Document is available on the CRC website > Resources > PeopleSoft Resources > Guides and Job Aids.
Posted Feb 16, 2017, 4:49 PM by Barbara Thiss
Hyperion user roles assignment formThe Hyperion Role Assignment Request Form v1.0 is to be used to inform the CRC of your district’s Hyperion user role assignments. Please fill out the excel form with your district’s user information and attach it to a HEAT ticket for submittal. The closing of the HEAT ticket will be your indication that the request has been completed. The Hyperion Role Assignment Request Form includes 3 tabs: User List: Please fill in the requested user information on this form and indicate with a “Y”, which user role is to be assigned. Role Definition: Brief description of the role. Role Definition Visual: Visual of what the role will see in Hyperion Forms and My Task list.
Posted Feb 16, 2017, 4:46 PM by Barbara Thiss
HCM auditing prior to pulling extractsThe following conditions in HCM may adversely affect the HCM Extract files. Multiple incumbents attached to a position (Each position should have only one employee attached to it). Any positional data being pulled from the JOB record and the position is vacant (Vacant positions should not be on a Job Record). Positions attached to multiple Department IDs on the Department Budget Table (Extract pulls position from only one Department Code/ID). Missing Holiday Schedules for exception hourly (Job Data – Payroll tab). Missing Employee's Assigned Work Schedule for exception hourly (Main Menu - Manager Self Service – Time Management – Manage Schedules – Assign Work Schedule). Here are additional items to check in HCM: DBT - Make sure the Earnings chartfield is correct. Department Codes ...
Posted Feb 16, 2017, 4:44 PM by Barbara Thiss
Requesting Hyperion extractsWhen requesting Hyperion extracts, submit a HEAT ticket and attach your Hyperion Extracts Request Form to have your extracts created and loaded into Hyperion. Directions: Identify the date that you want the extracts to be created (at least 1 week from now). Make sure HCM is correct. Check your Departments, Department Budget Table, Positions, and Employee data carefully. Download the Hyperion Extracts Request Form from the CRC website. Create a HEAT ticket and attach the form to request that your extracts are created and HCM/Finance data are loaded into Hyperion Production.Provide a 1-week lead time for the request to be fulfilled.If there are others on your team who work in Hyperion, be sure to let them ...
Posted Feb 1, 2017, 12:24 PM by Barbara Thiss
FIS System: Year End RemindersThe following reminders are for the fiscal year end processes and corresponding dates (as applicable) for the month of June and early part of July. Please make sure that Resource 9999 and Object 9511 (Accrual Suspense) are set up for each fund in FY2016-2017. When payroll posts to FIS and 9511 is not set up for a particular Fund and Resource, the system will then have to post to Resource 9999 and Object 9511 for that fund and resource. Important Dates for Year End: 06/21/16 – M12 will post to FIS in the evening. 06/23/16 – Last day to input SXADJs. 06/23/16 – SXADJs will post to FIS this evening. 06/29/16 – Last day to ...
Posted Jun 17, 2016, 3:17 PM by Peyri Herrera
SDCOE will print 1099s for all on-line FIS districts on Wed, 01/13/16The process to print 1099s for all on-line FIS districts will be run at the County Office at the end of the workday on Wednesday, January 13, 2016. The County Office will submit IRS information via electronic transmittal to the IRS and State Franchise Tax Board. District and recipient mailer copies will be available to the districts no later than January 23, 2016.On December 22, 2015, Peyri Herrera sent district contacts information and reminders regarding:The VE1099 screen fields that require codingThe VENDMT (Vendor Maintenance) screen fields that require correct codingReports – Vendor #21, #23, #24January 2016 RemindersTable of State AbbreviationsList of 1099 Telephone Numbers/Contacts by District (use the attached PDF if you ...
Posted Dec 22, 2015, 2:59 PM by Peyri Herrera
PeopleSoft Third Thursday “Supplier Management” Demo on Thu, 12/17/15 at 10:00 amPlease join the SDCOE Customer Resource Center on Thursday, December 17, 2015 from 10:00-11:00 am as we cover Supplier Management in Accounts Payable. Suppliers is the PeopleSoft term for vendors. We will explain how to add a Supplier, review an existing Supplier, change the address for a Supplier, update Supplier information, and inactivate a Supplier. In addition, we will show you how the Supplier information is displayed on a purchase order. If you are unable to join us live, the webinar will be available for playback on the CRC PeopleSoft Third Thursday Demos page. Registration link: https://attendee.gotowebinar.com/register/3496799190531525634
Posted Dec 14, 2015, 12:21 PM by Peyri Herrera