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


  • December 2018 Payroll Distribution Status 1 of 3 – PEDR AVAILABLE Please hold off on running PEDR reports until notified. On Wednesday, December 12, 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 Dec 14, 2018, 7:41 AM by Barbara Thiss
  • Third Thursday Demo (12/20/18): Taking the Next Step with Employee Self-Service Is your organization interested in taking a next step with PeopleSoft Employee Self-Service (ESS) beyond View Paycheck? Come learn what your options are! (REGISTER HERE)A baby step with ESS is to activate one screen called “Personal Information Summary” so employees can review what has been entered on the Personal Information screen in PeopleSoft HCM. An additional step is to activate other read-only functions, like viewing benefits, absence balances, and absence history. If you would like to give employees the ability to update their own information, you could also opt to allow them access to edit their Personal Information (like home address, phone number, email address, and emergency contacts). Come to this month’s Third Thursday Demo on ...
    Posted Dec 13, 2018, 12:54 PM by Peyri Herrera
  • You are no longer locked out of HCM/ESS (12/13/18) 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.Time Administration Process to Remain ‘On Hold’ during start of Payroll Distribution: In an effort to improve process performance during payroll distribution, TL_TIMEADMIN will remain on hold for one business day following the Payroll Confirmation. Approved Entries made to the timesheet will be processed into payable time when TL_TIMEADMIN is resumed. We expect the impact to timesheet entries to be minimal as the process will be resumed well in advance of the scheduled off-cycle. Please let us know if you have questions or concerns regarding this change.
    Posted Dec 13, 2018, 9:35 AM by Barbara Thiss
  • Support for PeopleSoft Finance 2019 year end closing; sessions in March, April, May, and June 2019 In March, April, May, and June 2019, the CRC is providing support for PeopleSoft Finance 2019 year end closing. For the areas of Purchasing, Finance, and Inventory we are conducting a session called “Review of Closing Activities” which is designed specifically for users who are brand new to year end closing; there is no added content for those who have attended this session in the past. For Purchasing and Finance we are also offering Open Lab opportunities. Sessions are held at both SDCOE (Linda Vista) and NCREC (San Marcos).Registration: To register, use Go Sign Me Up at Filter by Finance > Finance - Review of Closing. For assistance with GSMU, please contact Lori Free-Trout at lfreetrout ...
    Posted Dec 12, 2018, 3:37 PM by Barbara Thiss
  • EBS is temporarily “holding” all HCM queries scheduled to run during Payroll Please refrain from scheduling HCM queries until after Payroll. To prevent interference with payroll processing, this afternoon EBS has temporarily put on hold 17 HCM queries scheduled by users. These queries will resume their regular schedules Friday, December 14, 2018, the day after payroll is confirmed. Any additional queries that are scheduled during Payroll will also be put on hold. Related announcement: Suspension of nightly HCM processes during payroll processing and distribution (posted 8/15/18)
    Posted Dec 12, 2018, 3:22 PM by Barbara Thiss
  • All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Wed, 12/12/18 at 5:00 pm At 5:00 pm tonight, Wednesday, December 12, 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 Dec 12, 2018, 3:18 PM by Barbara Thiss
  • No new combo codes will be generated until after December 2018 payroll distribution is complete The HCM Combo Code build process has been put on hold today, December 12, and will remain on hold until after payroll distribution is complete. No new combo codes will be generated at this time. We will notify you when the process resumes. For details about the HCM Combo Code build process, please refer to Combo Codes Guide v1.0.pdf, which contains the Combo Code Schedule, plus information about what combo codes are, HCM screens that use them, queries, and FAQs.
    Posted Dec 12, 2018, 2:33 PM by Peyri Herrera
  • PLEASE BE AWARE – Fraudulent Direct Deposit form was received by a District From SDCOE EBS: We would like to share with you an incident that fraud was attempted at a District. A District Payroll colleague shared with the SDCOE a fraudulent email that she received from someone pretending to be an employee at the District. In the email this individual made a request to change the direct deposit account to a new bank, account number, and routing number. This person also requested to bypass the pre-note. The signature on the email had all the correct information of the employee being impersonated and looked very real. It was fortunate that the District payroll colleague was familiar with the email style of the employee and this email gave her pause. Then she decided ...
    Posted Dec 11, 2018, 1:59 PM by Peyri Herrera
Showing posts 1 - 8 of 1573. View more »


  • 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
  • Hyperion Meeting for Returning Districts For those of you who have used Hyperion and would like a refresher, we are offering a Hyperion meeting for returning districts on Tuesday, October 30 from 9:30 am – 12:30 pm at SDCOE. This meeting will recap the Hyperion process. We will discuss what’s new and any changes in processes from last year, explain extracts you will receive, and share where to find support tools (guide, recorded videos, 1:1 work sessions). This is not hands on instruction. Handouts will be provided. To register for PeopleSoft training, please use Go Sign Me Up (GSMU) at Go Sign Me Up Reminders: To register for PeopleSoft training, please use Go Sign Me Up (GSMU ...
    Posted Oct 11, 2018, 7:44 AM by Barbara Thiss
Showing posts 1 - 8 of 36. 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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