These are our recent announcements. You can also view All PeopleSoft Announcements, All Hyperion Announcements, and All Legacy Applications Announcements.


  • PeopleSoft unavailable this Saturday, September 14, 2019, from 12:01 am until 8:00 am, due to system maintenance PeopleSoft will be unavailable due to system maintenance from Saturday, September 14, 2019, from 12:01 am until 8:00 am. PeopleSoft ESS, Portal, HCM, and Finance will be unavailable.
    Posted Sep 13, 2019, 1:34 PM by Rhonda Caldwell
  • Third Thursday Demo (09/19/19): PeopleSoft Fluid Demo Please join us on Thursday, September 19th for the Third Thursday “PeopleSoft Fluid Demo” (REGISTER HERE) You will: Learn about the new Homepage that replaces the current Portal page See how having alerts and notifications on the main page can save you time Get a sneak peek of the 6 new WorkCenters that put your links, queries and reports right at your fingertips Marvel at the newly designed ESS pages that put your current paycheck information front and centerNote: This is the same presentation we have shared at our District Demos. Audience: This session is recommended for district office staff who work in Finance. Date/Time: Thursday, September 19 from 10:00-11:00 am Registration: https://sdcoe.zoom ...
    Posted Sep 12, 2019, 3:35 PM by Barbara Thiss
  • Communications Toolkit available to help your organization communicate the PeopleSoft Fluid upgrade A change to PeopleSoft is coming on Monday, October 7, 2019! In our next PeopleSoft upgrade we will be turning on the Fluid User Interface, referred to as "Fluid.” Fluid will change the look-and-feel of PeopleSoft, including a new way to navigate. All employees will see the new user interface introduced by Fluid, including employees who log in to view their paychecks and perform other self-service functions. The San Diego County Office of Education created a Communications Toolkit to help your organization communicate with your employees about upcoming changes to the interface for PeopleSoft. The files include information about Fluid, what it will mean for employees, and where employees can get more details. These are only templates ...
    Posted Sep 11, 2019, 5:08 PM by Peyri Herrera
  • September 2019 PeopleSoft User Group Meeting – SLIDES AVAILABLE About 50 PeopleSoft users from 18 organizations came together with the SDCOE PeopleSoft Support Team for a PeopleSoft User Group Meeting on September 10, 2019. We shared information on a variety of topics, including our PeopleSoft Support model, the upgrade to Fluid on October 7, and the PeopleSoft Conference. We also provided updates about recent PAF changes, a new HR Dashboard coming this month, the PO Form project, budget checking, and the PeopleTools upgrade scheduled for December 23. Big thanks to Rick Roberts from Grossmont for providing a Customer Advisory Board presentation. The presentation slides are available on our User Group Meetings page. Here is a direct link: PeopleSoft User Group Meeting Presentation 09-10-19.pdf (34 slides).
    Posted Sep 11, 2019, 5:07 PM by Peyri Herrera
  • PeopleSoft Conference is on Thu, 10/24/19: “The More You Know” On Thursday, October 24, 2019 from 8:00 am to 3:00 pm the San Diego County Office of Education is hosting a free one-day PeopleSoft conference for the organizations that use PeopleSoft Finance and Human Capital Management. This conference is being planned by representatives from Del Mar, Escondido Elementary, Julian Elementary, Ramona, San Dieguito, Santee, and SDCOE. The PeopleSoft Customer Advisory Board (CAB) is also involved in the planning. This year's theme is "The More You Know" and there will be 32 unique sessions. All details are at Conference Contacts: Please help organize your conference team and ensure that all registrations are complete by Wednesday, September 18. What’s new this year ...
    Posted Sep 9, 2019, 5:17 PM by Peyri Herrera
  • PeopleSoft User Group Meeting Update – 18 organizations registered There are 49 people from 18 organizations coming together tomorrow, September 10, at SDCOE for a PeopleSoft User Group Meeting. At this meeting, we will share with you our new support structure. For details and registration, please see Organizations registered (# in parentheses is the number of people registered): Cajon Valley (2), Chula Vista (1), Coronado (1), Encinitas (2), Escondido Elementary (1), Escondido High (1), Fallbrook Elementary (3), Grossmont (3), National (1), Pacific View Charter (1), Poway (4), Ramona (2), San Diego County Office of Education (16), San Dieguito (3), San Ysidro (2), Santee (3), Solana Beach (2), and South Bay (1).
    Posted Sep 9, 2019, 5:00 PM by Peyri Herrera
  • Upcoming system maintenance, Sun, 09/08/19 from 7:00 am until noon Between 7:00 am and noon on Sunday, September 8, 2019, electrical improvements will be implemented in SDCOE’s data center. During this time, access to PeopleSoft will be disrupted intermittently. Please do not attempt to input data into PeopleSoft during this timeframe.
    Posted Sep 6, 2019, 7:59 AM by Barbara Thiss
  • Time has been loaded for today’s Off Cycle payroll process, you will be locked out at 5:00 pm Time has been loaded for today’s Off Cycle payroll process. Please review the time that has been loaded, update your paysheets with subsets, and review the warrants you expect to process. All of your entries must be made before 5:00 pm when you will be locked out.
    Posted Sep 3, 2019, 2:59 PM by Barbara Thiss
Showing posts 1 - 8 of 1847. View more »


  • Hyperion server maintenance tonight, 05/15/19, potential Hyperion outage until 8:00 am tomorrow Microsoft Security updates will be applied to the Hyperion servers tonight, Wednesday, May 15, 2019 between midnight and 8:00 am tomorrow morning. You may experience outages in Hyperion during this timeframe.
    Posted May 15, 2019, 4:02 PM by Peyri Herrera
  • Hyperion calculation business rule fixed for FTE calculations Hyperion calculation business rule, which is the “Calculate” part in the process of “Calculate, Allocate, PUSH and Aggregate”, has been fixed so that the FTE will not be included when calculating out Additional Earnings (Earnings Expense), Benefits (Benefits Expense), or Tax Details (Total Taxes). It will no longer be necessary to inflate the Override Option Values for the Additional Earnings, the Benefits, or Tax Details when creating budgets for FY20.Previously, the calculation business rule was taking the FTE into consideration when calculating total compensation. Those position’s whose FTE was less than 1.0 were being under-budgeted. As a result, it was necessary for users to be trained to inflate the Override Option Values by the position’s ...
    Posted Dec 13, 2018, 4:08 PM by Barbara Thiss
  • How to get help with Hyperion (HEAT tickets, guide, tutorials, 1:1 work sessions) To request a 1:1 work session, please email Lori Free-Trout ( and provide Email Template information.
    Posted Dec 12, 2018, 3:55 PM by Barbara Thiss
  • Links to Hyperion video tutorials Hyperion - How to Enter Data on Employee History Report Template (7:22) Hyperion Data Export to PeopleSoft Budget Import Template (9:39)
    Posted Dec 12, 2018, 3:44 PM by Barbara Thiss
  • Links to Hyperion forms HCM Extracts Content and Audit Guidelines (PDF, v1.0) Hyperion Extracts Request Form (PDF, v3.3) Hyperion Role Assignment Request Form (Excel, v1.0) Pseudo Data Request Template (Excel, v3.0)
    Posted Dec 12, 2018, 3:43 PM by Barbara Thiss
  • Suggested queries to help with auditing HCM data To help with data auditing prior to submitting a request to pull extracts for Hyperion, here are some district-suggested queries. All queries can be found in the HCM module. Recommended by HR users: M_HR_VACANT_POSITIONS (all vacancies, encumbered/unencumbered) M_HR_SAL_GRADE_STEP_BY_EMPL M_PY_MCOP_VALIDATION Recommended by Finance users: FAR_POSITION_W_EE_AND_ACCOUNT M_BN_HEALTH_CURR_ENROLLMENT FAR_POSITIONS_VACANT (encumbered only)
    Posted Dec 12, 2018, 3:42 PM by Barbara Thiss
  • Hyperion Training for 2019-20 Budgeting For users that are new to Hyperion or need a refresher, we have scheduled hands-on Hyperion training for the 2019-20 budget year. For all users, the updated Hyperion User Guide v2.2.pdf is available on the CRC Website. HYP1: Manage Position and Employee Data This half-day class focuses on: Adding a Position (Production environment) Maintaining Employee By Position (update/edit existing data for employees in Production) Running Business Rules and other tasks Tues, January 29, 2019 9:00 am - 12:00 pm, SDCOE LL3-4 HYP2: SmartView This half-day class focuses on how and when to use Smart View Tues, January 29, 2019 1:00 pm – 4:00 pm, SDCOE LL3-4 HYP3: Using Excel ...
    Posted Dec 12, 2018, 3:40 PM by Barbara Thiss
  • Hyperion in Maintenance Mode Hyperion is currently in Maintenance Mode while the FY20 updates are being applied. We will notify you when you can access your data again. Thank you for your understanding.
    Posted Dec 12, 2018, 7:51 AM by Barbara Thiss
Showing posts 1 - 8 of 37. View more »

Legacy Applications

  • FISNEW will be available on Legacy Info on Fri, 11/09/18 Attention Finance users! On Friday, November 9, 2018, FISNEW will be available at It will enable you to look up historical financial information from Legacy FIS.The following nine screens will be available using FISNEW: EXPINQ TRANS INVHST LISTTR STKLST PRQLST REVINQ VENLST VENHST How to log in: Go to the Go button in the FISNEW section (right side of screen).Log in with your VPN user name and password using the following format. Need help or have questions? New How-To videos and resources will also be released on November 9. To access them, scroll to the bottom of Please contact John Vaillancourt at jvaillancourt@sdcoe ...
    Posted Nov 6, 2018, 4:02 PM by Peyri Herrera
  • REMINDER: Access for will remain until 11/13/18 Access for will remain until Tuesday, November 13, 2018.
    Posted Nov 6, 2018, 4:02 PM by Peyri Herrera
  • Access for will remain until 11/13/18 Access for will remain until Tuesday, November 13, 2018.
    Posted Oct 10, 2018, 11:05 AM by Peyri Herrera
  • Legacy Info FAQs Legacy Info is at of the questions on this list were generated during the September 2018 Third Thursday Demo. This list was updated 10/1/18.LOGGING IN & ACCESSQ: How do I get an account?Submit the Legacy Info Account Request Form. Watch the demo for more information: September 2018 Third Thursday Demo.Q: Is login first name or initial?It can vary based on how your account was set up. Examples: first.last, flast. Newer accounts tend to be created first.last.Q: Will we have access to multiple districts? I need history for 3 business units.The system keys off of a particular District ID. We would need to create 3 separate ...
    Posted Nov 6, 2018, 3:04 PM by Peyri Herrera
  • REMINDER: The last day to access Legacy Payroll is tomorrow, Fri, 09/14/18! From John Vaillancourt, SDCOE Senior Director, Information Technology: Access to Legacy Payroll will be removed on Friday, September 14, 2018 at 4:30 pm. Please use or (RPTMGR) to access your organization’s data.Access to will remain until November 13, 2018.For more information on please see (posted 9/4/18).Would you like to see a demo of Please join us at next week’s Third Thursday Demo on September 20 at 10:00 am. Details and the link to register are at
    Posted Oct 10, 2018, 9:28 AM by Peyri Herrera
  • New reporting system to access legacy payroll data is here! SDCOE Integrated Technology Services is pleased to announce that the new reporting system to access legacy payroll data is available at The recommended browsers are Chrome, Firefox, and Edge (not recommended - Internet Explorer).Who can access the historical reporting system?If you have access to Legacy Payroll and have an SDCOE VPN account you will be able to access this system. Click “Go” on the main screen, then sign in as shown below.What information is currently available? Please visit to access legacy payroll data. The following payroll reports are available now with more to come. EMPLY EMPOS TPLST YTDAC XREF BDEMP CYRTD CYRTDPrnt ABATQ ABATL How can I learn how to use ...
    Posted Sep 20, 2018, 10:11 AM by Peyri Herrera
  • New reporting system for historical payroll, retirement and financial lookup coming 09/04/18! From John Vaillancourt, SDCOE Senior Director, Information Technology: On September 4, 2018, a new system for historical lookup will be released. This system will compliment (RPTMGR) which has and will continue to provide lookup capability for a variety of payroll and financial records. The new system is completely web-based. No Bridge! No VPN! Training videos will be released at go live. The following extract/reports or screens will be available when the system goes live:More reports will be added in the coming months. Please direct questions to John Vaillancourt, Senior Director, Information Technology, at
    Posted Aug 13, 2018, 9:26 AM by Peyri Herrera
  • Legacy system retirement on 09/14/18 From John Vaillancourt, SDCOE Senior Director, Information Technology: Legacy Payroll and Finance will be retired at 5:00 pm on Friday, September 14, 2018. The historical data stored on legacy hardware has been copied to modern systems for easier retrieval. Please use the new reporting system or (RPTMGR) to access your organization’s data.Please direct questions to John Vaillancourt, Senior Director, Information Technology, at
    Posted Aug 13, 2018, 9:24 AM by Peyri Herrera
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