Announcements

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

PeopleSoft

  • Job Data Setup Workshops on 05/01/18 and 05/04/18 – SEATS AVAILABLE Workshop DatesThe CRC is offering two “Job Data Setup” Workshops in May 2018. Two dates are available (pick one): Tuesday, May 1, 2018 at SDCOE LL3-4 from 9:00 am - 12:30 pm – Please plan to park and sign-in by 8:55 am Friday, May 4, 2018 at SDCOE LL3-4 from 9:00 am - 12:30 pm – Please plan to park and sign-in by 8:55 am Why Attend? To look at the way your Job Data records are set up (we will refer to the new Sample Setups guide) Obtain refresher information presented in the HR3 course Learn (or be reminded of) important/critical areas, such as duplicates entered in the system, primary/secondary ...
    Posted by Peyri Herrera
  • Job Data Sample Setups Guide now available Job Data Sample Setups Guide v1.0.pdf is now available. This guide contains sample set-ups for the most common employee types in PeopleSoft. Based on user feedback from the Third Thursday Demo, we are making some additions to the guide and will post v1.1 in the near future. Please look for updated versions on the Guides & Job Aids page in the “HR - Other” section. Reasons to use this guide: For Training Purposes To get the “CliffsNotes” version of the HR3 guide. IMPORTANT: Remember that this is to supplement the HR3 guide, not replace it. To cross-train and instruct others with it; or, if Job Data is not your primary responsibility, use it to understand which fields ...
    Posted by Peyri Herrera
  • April 2018 Job Data Sample Setups “Third Thursday Demo” available for playback The recorded Third Thursday demo of Job Data Sample Setups is now posted on the Third Thursday page. For your convenience, below are the links to the demo and presentation. This is a walk-thru and explanation of the Job Data Sample Setups guide, which contains checklists, color-coded screenshots, and field information for various types of employees. We demo how to use the guide for the purpose of verifying a setup for a teacher and provide a "challenge question" to see if you can use the checklist to review a setup. We also provide suggestions on how to implement this guide. Demo (52 min) | PowerPoint Slides
    Posted by Peyri Herrera
  • Brief network interruption affecting PeopleSoft access tomorrow morning, Tues, 04/24/18 between 5:00-5:30 am We wanted to make you aware of a brief 30-second network interruption affecting PeopleSoft access tomorrow, Tuesday, April 24, 2018 between 5:00-5:30 am. This will allow for some necessary network maintenance regarding our connection to PeopleSoft.
    Posted by Peyri Herrera
  • April 2018 Payroll Distribution Status 1 of 3 – PEDR AVAILABLE On Thursday, April 19, 2018, we sent an announcement asking you to hold off running PEDR reports until notified. This is a follow-up message. The Payroll expense 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 when Status 3 of 3 is sent.
    Posted Apr 20, 2018, 9:26 AM by Barbara Thiss
  • You are no longer locked out of HCM/ESS (04/19/18) You are no longer locked out of HCM and ESS. The Payroll distribution process is not yet complete. Please hold off on running PEDR reports until notified.
    Posted Apr 19, 2018, 10:43 AM by Barbara Thiss
  • Third Thursday “Job Data Sample Setups” demo tomorrow at 10:00 am – REMINDER As a reminder, the CRC is publishing a new guide called Job Data Sample Setups tomorrow, April 19, 2018. Tomorrow’s April 2018 Third Thursday Demo at 10:00 am is also titled Job Data Sample Setups. It is a walk-thru and explanation of the new guide, which contains checklists, color-coded screenshots, and field information for various types of employees. During the demo we will: Explain the contents of the guide and how to use it (the checklists and screenshots) Review how it can benefit you and your organization Demo how to use the guide for the purpose of verifying a setup for a teacher (Certificated – Salaried) Give you a “challenge question” to see if you can use ...
    Posted Apr 18, 2018, 5:57 PM by Peyri Herrera
  • All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Wed, 04/18/18 at 5:00 pm At 5:00 pm tonight, Wednesday, April 18, 2018, 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 Apr 18, 2018, 1:16 PM by Barbara Thiss
Showing posts 1 - 8 of 1360. View more »

Hyperion

  • 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 (lfreetrout@sdcoe.net).
    Posted Jan 29, 2018, 4:03 PM by Peyri Herrera
  • Links to Hyperion video tutorials Hyperion - How to Enter Data on Employee History Report Template (7:22) Hyperion - How to Use Sandbox Data (5:41, for Returning Districts only)
    Posted Jan 29, 2018, 4:00 PM by Peyri Herrera
  • Links to Hyperion forms HCM Extracts Content and Audit Guidelines (PDF, v1.0) Hyperion Extracts Request Form (PDF, v3.0) Hyperion Role Assignment Request Form (Excel, v1.0)
    Posted Jan 29, 2018, 3:58 PM by Peyri Herrera
  • 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 Jan 29, 2018, 3:56 PM by Peyri Herrera
  • Hyperion documentation updated in January 2018 Here are the most current versions of Hyperion documentation. Hyperion User Guide v2.1.pdf - The Hyperion guide for all users. Contains 11 parts. Version 2.1, updated 01/18/18. (169 pp.) HYP1 Introduction to Hyperion Presentation v2.1.pdf - Slides for HYP1 training on 01/22/18 (37 slides) HYP1 Activity Sheet Jan 2018.pdf - 7 navigation and view activities used during HYP1 Introduction to Hyperion training. Updated 01/19/18 (5 pp.) HYP2 Manage Position and Employee Data Presentation v2.0.pdf - Slides for HYP2 training on 01/29/18 (18 slides)
    Posted Jan 29, 2018, 3:26 PM by Peyri Herrera
  • Smart View training on Mon, 02/05/18 from 9:30 am - 12:00 pm You are invited to attend Hyperion Smart View training on Monday, February 5, 2018 from 9:30 am - 12:00 pm. That afternoon we are also offering a session on HCM Extracts (heavy Excel emphasis). To register, either click the links below or contact Lori Free-Trout (lfreetrout@sdcoe.net) for assistance. HYP3: Smart View Training This class focuses on how and when to use Smart View Mon, February 5, 2018 9:30 am - 12:00 pm, SDCOE LL3-4HYP4: HCM Extracts and Auditing Loaded Data This class focuses on the HCM Extracts that MITI will provide to you. We will discuss the HCM extracts – what is contained in each one, how to read it when you open it ...
    Posted Jan 29, 2018, 3:24 PM by Peyri Herrera
  • Hyperion Meeting for Returning Districts 12-04-17 – SLIDES AVAILABLE Here are the slides used at the meeting for returning Hyperion districts on December 4, 2017 at NCREC: Hyperion Meeting for Returning Districts 12-04-17 Presentation v1.0.pdf (30 slides)
    Posted Dec 11, 2017, 4:45 PM by Peyri Herrera
  • Updated “all-in-one” Hyperion User Guide v2.0 published on 12/11/17 The CRC has published an updated Hyperion guide: Hyperion User Guide v2.0.pdf (168 pp.). This “all-in-one” guide replaces all previously published Hyperion mini-guides.
    Posted Dec 11, 2017, 4:44 PM by Peyri Herrera
Showing posts 1 - 8 of 24. View more »

Legacy Applications

  • Suggestions for resolving FIS - Vision Content: Reports - Report Manager (RPTMGR4) issue when using Internet Explorer Some users have reported an issue with FIS - Vision Content: Reports - Report Manager (RPTMGR4) Internet Explorer ‘RPTMGR ISView’ access where the screen appears like this: Here are some suggestions to try. Refresh (F5) As simple as it sounds, manually refreshing the page may fix the issue. To do that, just hit the f5 refresh key with the report loaded, and see if it loads any differently. Compatibility View Settings Sometimes with newer versions of Internet Explorer, some features work better when in compatibility view. To check it, IE go to Tools > Compatibility View Settings. If you can’t see the “tools” menu option because you have the menu bar hidden, the first thing to do is right-click somewhere on ...
    Posted Aug 11, 2017, 12:13 PM by Peyri Herrera
  • FIS System: Year End Reminders The 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
  • Legacy Payroll and Finance system unavailable tonight, 05/13/16 from 8:00-10:00 pm for maintenance The servers supporting the Legacy Payroll and Financial system require maintenance. The system will be unavailable tonight, Friday, May 13 from 8:00-10:00 pm.
    Posted May 13, 2016, 3:19 PM by Peyri Herrera
  • Legacy Payroll and Financial system unavailable on Sat, 05/21/16 from 6:00 am thru 6:00 pm The SDCOE Integrated Technology Services team will perform system maintenance on the Legacy Payroll and Financial system beginning on Saturday, May 21, 2016 from 6:00 am thru 6:00 pm. The system will be unavailable during this time.
    Posted May 6, 2016, 1:01 PM by Vanessa Boyle
  • Legacy Payroll and Financial system unavailable on Fri, 03/04/16 at 8:00 pm Computer Operations will be performing maintenance on the hardware supporting the Legacy Payroll and Financial system. This maintenance will occur on Friday, March 4 at 8:00 pm. We expect one hour of downtime in addition to normal nightly processing.
    Posted Feb 25, 2016, 5:26 PM by Peyri Herrera
  • EZ Web report system unavailable beginning on Thu, 02/25/16 at 4:30 thru 6:30 pm for system maintenance The EZ Web report system will be unavailable for system maintenance beginning on Thursday, February 25, 2016 at 4:30 thru 6:30 pm.
    Posted Feb 23, 2016, 3:41 PM by Vanessa Boyle
  • SDCOE will print 1099s for all on-line FIS districts on Wed, 01/13/16 The 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 12, 2017, 1:19 PM by Peyri Herrera
  • PeopleSoft Third Thursday “Supplier Management” Demo on Thu, 12/17/15 at 10:00 am Please 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
Showing posts 1 - 8 of 51. View more »