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


  • Modification to Series 14 Commercial Warrants remittance information Effective Monday, March 8, 2021, modifications to the Series 14 Commercial Warrant remittance information will be applied to the system. These changes allow for compliance with Education Code 42634. The modifications enable a maximum of 15 invoice lines and 19 fund lines or 14 invoice lines, a payment message and 19 fund lines. A second warrant and remittance page will be generated if a warrant has more than 19 funds.Example of the updated Warrant:     Example of an overflow:          If you have any more issues or questions, please contact PeopleSoft Support by submitting a Service Portal Ticket.
    Posted Mar 5, 2021, 9:45 AM by Barbara Thiss
  • Exception Hourly Time Invoked for March 2021 This is for Districts that have Exception Hourly Employees: Exception Hourly employees (those within the EXC-FIX or EXCFIX Workgroup who are active) have had their time invoked for the month of March. Schedules are invoked automatically unless communicated otherwise. Thank you to all who have configured their holiday calendars to address the summer months and other dates they do not wish to be paid. It is important to send updated Holiday Calendars to the PeopleSoft Support team so those may be configured. Exception Hourly employees’ scheduled hours will not be loaded onto the Timesheet screen for dates found on the holiday schedule. Recommend running the M_TL_HOLIDAY_SCHEDULE query to review current holidays and submit a Service Portal ...
    Posted Mar 5, 2021, 8:37 AM by Barbara Thiss
  • 2021 July Salary Step Advancements In preparation for the 2021 July Salary Step Advancements, please verify that the Step Entry Dates of employees that should step advance in July are updated and accurate. The Auto Step Advancement process is dependent on the data in the Step Entry Date field in Job Data (Job Data > Salary Plan tab > Step Entry Date). The Enterprise Applications Team will run the Automated Step Advancement process immediately following the June payroll. The Automated Step Advancement process will include only employees that meet the following criteria:Step Entry Date is 07/01/2020 orStep Entry Date is between 06/16/2020 – 07/31/2020 as defined by your organization’s step advancement rules The 2021 July Salary Step Advancement process ...
    Posted Mar 5, 2021, 7:30 AM by Barbara Thiss
  • March 2021 Paysheets have been created Paysheets for the March 2021 On Cycle have now been created.
    Posted Mar 5, 2021, 7:15 AM by Rhonda Caldwell
  • February 2021 Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED All payroll distribution, including encumbrances, is complete for February 2021 payroll. Expense journals and cash journals posted the night before 2/26/2021.
    Posted Mar 5, 2021, 7:14 AM by Rhonda Caldwell
  • 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 Mar 3, 2021, 2:32 PM by Rhonda Caldwell
  • FIXED – Absence balances are now fixed and up to date In reference to the Nightly Absence Calc Process not run successfully announcement sent earlier today, Wednesday, March 3, 2021, we wanted to let you know that it is now running successfully and absence balances are up to date on these screens:Results by CalendarTimesheet > Absence tabAbsence Request HistoryQueries like M_AM_DISTRICT_BALANCESBecause you were unable to review balances during this time, we recommend that you run the M_ABSENCE_EVENT_STATUS query to get a list of all absence events that were forecasted as INELIGIBLE. Enter your organization number in the Co (Company) prompt and select a Begin Date. The Begin Date prompt is used by the query to list all “Ineligible” absences having a ...
    Posted Mar 3, 2021, 10:35 AM by Rhonda Caldwell
  • Nightly Absence Calc Process did not run successfully (03/02/21) The nightly Absence Calc Process did not run successfully on Tuesday, March 2, 2021. This may cause inaccurate information to show as follows:  Results by Calendar: The Results by Calendar screen may display inaccurate balance information or not show any balances for the March 2021     Calendar ID or period only. All prior Calendar IDs will display the correct balances.·Timesheet: The Absence tab of the Timesheet screen may show inaccurate absence balances. Absence Request History: The Absence Request History screen may display inaccurate information. Queries: Some of the Absence Management queries, such as the District Balances query (M_AM_DISTRICT_BALANCES) and District Accruals  (M_AM_DISTRICT_ACCRUALS), may show incorrect balance information or “No matching rows were found”.PeopleSoft ...
    Posted Mar 3, 2021, 7:20 AM by Rhonda Caldwell
Showing posts 1 - 8 of 2223. View more »


  • Decommissioning the Hyperion Server 12/1/2020 With the implementation of the Planning and Budget Cloud Solution (PBCS) scheduled for January 2021, the final backups for Hyperion will occur on Monday, November 30, 2020 followed by the Hyperion system being shut down on Tuesday, December 1, 2020. We wanted you to be aware of this shutdown. No action is required of the Hyperion users. The data that is currently in Hyperion was used for the 2020-2021 budget creation. Districts should already have this data for the current fiscal year. However, if there is other data that is needed from Hyperion, please let us know by Monday, November 23, 2020. If you have any questions or find that you do need other data from Hyperion, please submit ...
    Posted Nov 19, 2020, 9:48 PM by Sally Morton
  • 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
Showing posts 1 - 8 of 38. 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
Showing posts 1 - 8 of 61. View more »