Announcements

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

PeopleSoft

  • When creating a PAF, please do not click Save for Later For districts that use PAFs The Save for Later button is not working properly for all PAF (Personnel Action Form) types. When creating a PAF, please do not click Save for Later; you will not be able to add new data to the page to submit at a later time. This has been reported to the technical team. Thank you for your patience. Another announcement will be sent when this issue is resolved.
    Posted Jun 26, 2017, 11:27 AM by Peyri Herrera
  • Queries for Departments and Locations M_DEPARTMENTS - Departments by District This is a list of all of your Departments in HCM. Query returns Set ID, Department ID, Effective Date, Status, Description, and Short Description. M_LOCATIONS - Locations by District This is a list of all of your Locations in HCM. Query returns Set ID, Location, Effective Date, Status, Description, and Short Description. NOTE: Locations are not linked or tied to Departments in the system. M_HR_EMP_LOCATION - Employee and location descr Use this query to view your employees’ positions, locations, and departments. Query returns Employee ID, Empl Record, Last Name, First Name, Position #, Position Description, Position Department ID, Location #, Location Description, and Department ID. NOTE: Position Department ID comes from Position Data; Department ID ...
    Posted Jun 26, 2017, 11:04 AM by Peyri Herrera
  • J90 queries There are two J90 queries available: M_J90_1 and M_J90_2. M_J90_1 M_J90_1 contains the required salary information for each Certificated employee. M_J90_2 M_J90_2 contains a list of the MCOPs and counts of employees under each MCOP. NOTE: Not all organizations will have results return for this query. Some districts include MCOPS such as longevity on their Salary Schedules, therefore it is not reported separately.
    Posted Jun 26, 2017, 10:58 AM by Peyri Herrera
  • How’s it going with the effective date change (fields defaulting to “blank”)? As of Monday, June 19, 2017, the Effective Date fields now default to blank (rather than the current date) on 6 key screens in HCM. How’s it going for you and your staff? Please email feedback to Peyri Herrera at pherrera@sdcoe.net. We’d love to hear what you think of this change.
    Posted Jun 23, 2017, 9:47 AM by Peyri Herrera
  • June 2017 Payroll Distribution Complete On Thursday, June 22, 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 Jun 23, 2017, 9:47 AM by Peyri Herrera
  • You are no longer locked out of HCM/ESS (06/22/17) 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 Jun 22, 2017, 11:12 AM by Barbara Thiss
  • All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Wed, 06/21/17 at 5:00 pm At 5:00 pm tonight, Wednesday, June 21, 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 Jun 21, 2017, 4:13 PM by Peyri Herrera
  • Alternate User (the PeopleSoft “out of office” setting for approvals) Are you a Manager or Approver who is going on vacation? In PeopleSoft, an alternate user can be granted access to handle approvals for a range of dates, similar to an out of office setting. This is set up in HCM (even for your Finance approvals). Directions are available in this announcement. Once you assign an alternate user for a date range, he or she will be able to approve all of the transaction types that you have access to. You cannot pick and choose which transactions the alternate user sees. FINANCEIf you grant access to another employee with only the default role of M_EMPLOYEE (and no other roles) he/she will be able approve Finance transactions from ...
    Posted Jun 21, 2017, 3:13 PM by Peyri Herrera
Showing posts 1 - 8 of 998. View more »

Hyperion

  • Hyperion budget upload template updated on 05/10/17 The budget upload template was updated today, May 10, 2017. The new filename is AdministrationExportData--BudgetUploadTemplateV2_Unprotected.xlsx and is available on the CRC Guides & Job Aids page in the Hyperion section. A one-page instructions sheet is also available. Files to download:Budget upload template: AdministrationExportData--BudgetUploadTemplateV2_Unprotected.xlsx (direct download to Excel) Instructions: Administration Export Data – Budget Upload Template Instructions.pdfChanges to the budget upload template: The instructions on the first worksheet (tab) have been updated with more details. The number of lines for the EXPENSE-BudgetJournal Template has been increased from 3,500 to 9,000. If the Exported data for the Expense lines is more than 9,000 lines, then you can copy down the ...
    Posted May 10, 2017, 4:12 PM by Peyri Herrera
  • Hyperion compensation calculations for future dates in HCM The SALGRINFO files in the HCM M_HYPERION process are programmed to pull the Step Entry Date as the Option Start Date. Therefore, if you enter future dates in HCM (Job Data > Salary Plan tab) that fall after the budget year, for example a date after 06/30/2018 for BY18, and these dates come into Hyperion, then Hyperion will not perform any compensation calculations for these records. In other words you will not see a base salary in Hyperion. To include base salary for these employees, change the Start Date (to 7/1/2017) on the Salary Grades tab under Maintain Employees by Position. IMPORTANT! Keep in mind that any start or stop date is extremely important in Hyperion ...
    Posted May 4, 2017, 8:58 AM by Peyri Herrera
  • How do I submit the pseudo data request? If your district wants to set up pseudo positions for Substitutes, Extra help and Overtime, download and complete the Pseudo Data Request Template, then attach it to a new HEAT ticket. The application will need to go into maintenance mode while it is loaded. The CRC will let you know when that occurs. When Hyperion is in maintenance mode, you will not have access to do anything.
    Posted May 4, 2017, 8:57 AM by Peyri Herrera
  • PeopleSoft maintenance Sat, 04/29/17 from 12:00 am - 8:00 am PeopleSoft maintenance is scheduled for the morning of Saturday, April 29, 2017. The Production servers and Hyperion will be patched during the standard 8-hour maintenance window (Saturday, 12:00 am - 8:00 am).
    Posted Apr 17, 2017, 5:00 PM by Peyri Herrera
  • Log out of Hyperion from 12:30-1:00 pm today, 04/05/17 Hyperion Users: Please do not use Hyperion from 12:30-1:00 pm today, April 5, 2017. Some maintenance will be performed at this time. If you are currently using Hyperion, please log out.
    Posted Apr 5, 2017, 12:28 PM by Peyri Herrera
  • Pseudo Positions If 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 1.0 Hyperion 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 files There 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
Showing posts 1 - 8 of 15. View more »

Legacy Applications

  • 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 22, 2015, 2:59 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
  • Legacy Payroll unavailable Friday, 11/20/15 at 5:00 pm thru Saturday, November 11/21/15 at 8:00 am The Legacy Payroll system will be unavailable from Friday, November 20, 2015 beginning at 5:00 pm to Saturday, November 21, 2015 at 8:00 am. For your reference, this information is posted on the CRC System Status page.
    Posted Nov 18, 2015, 4:03 PM by Vanessa Boyle
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