Announcements

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

PeopleSoft

  • December 2017 Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED All payroll distribution, including encumbrances, is complete for December 2017 payroll. Expense journals and cash journals posted the night before 12/15/2017.
    Posted Dec 15, 2017, 1:42 PM by Peyri Herrera
  • PeopleSoft Third Thursday Demo (12/21/17): How To Do Preliminary Research on Payroll Encumbrances This month's Third Thursday topic is How To Do Preliminary Research on Payroll Encumbrances. HCM and Finance users will learn how to research payroll encumbrance issues and resolve them prior to (or in place of) submitting a HEAT ticket. Learn how to use a new checklist tool and view an example. We selected this topic as a follow-up to the November Payroll Encumbrances User Group Meeting.Date/Time: Thursday, December 21, 2017 from 10:00 - 11:00 am Registration: https://register.gotowebinar.com/register/1968097613818043650. Registration is required. Upon registration, look for an email from Citrix/GoToWebinar with connection information. Can’t join us live? This session will be recorded and available for playback on our Third Thursday ...
    Posted Dec 14, 2017, 2:13 PM by Peyri Herrera
  • Possible impacts to PeopleSoft performance on Sun, 12/17/17 Please note that on Sunday, December 17, 2017 PeopleSoft maintenance will be performed that could result in performance degradation. There will be no downtime. Scheduled processes will not be impacted. There is a small chance that there could be an issue with one of the Application Servers following this work. Please enter a HEAT ticket if you experience intermittent behavior where a process works for one user but not another. Check the Application Server you are on by clicking Control + Shift + J. If you are on AP03, log completely out of PeopleSoft and the log back in. This is to try and get you on a different Application Server so your process can work.
    Posted Dec 14, 2017, 2:08 PM by Peyri Herrera
  • Welcome new analyst Kay Pugh From Peyri Herrera, CRC: I am very pleased to announce that Kay Pugh has joined the SDCOE Customer Resource Center as a Systems Analyst within our Finance unit. Kay has over 25 years of finance-related education and experience with the last seven in school business. Her strengths are in budgets, account reconciliation, analysis and training; however she has experience in almost all aspects of accounting. Her previous positions include Accounting Technician/Accountant (Oceanside USD), Budget Analyst (Escondido UHSD), and Accounting Director (Bonsall USD). Prior to working in school business, Kay was an instructor at MiraCosta College where she taught MS Office Suite. She enjoys training both finance and finance-related software to help people merge the two together to ...
    Posted Dec 13, 2017, 5:21 PM by Peyri Herrera
  • December 2017 Payroll Distribution Status 2 of 3 – OFFLINE EXTRACTS AVAILABLE Below shows the progress of the entire payroll distribution process. Offline Districts: Payroll encumbrances and extracts for Offline Districts are available in HCM for December 2017 payroll.
    Posted Dec 12, 2017, 11:20 AM by Peyri Herrera
  • PeopleSoft Finance, HCM, and ESS unavailable 6:00 pm Fri, 12/22/17 thru 6:00 am Thu, 12/28/17 in preparation for Project Costing Implementation PeopleSoft Finance, HCM, and Employee Self-Service (ESS) will be unavailable due to maintenance of the Project_ID field. The system will be unavailable from 6:00 pm on Friday, December 22, 2017, through 6:00 am on Thursday, December 28, 2017. Finance and HCM users: Due to the Project Costing module being implemented in PeopleSoft Finance, a change in the field used for the Resource ChartField will be made during the holiday break. The field names are consistent with SACS reporting; therefore, the change will be generally transparent to users. For example, when entering a requisition or a journal entry in Finance you will still see a field labeled “Resource”; when searching for combo codes on the DBT, you ...
    Posted Dec 12, 2017, 11:01 AM by Peyri Herrera
  • November 2017 Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED All payroll distribution, including encumbrances, is complete for November 2017 payroll. Expense journals and cash journals posted the night before 11/30/2017.
    Posted Dec 11, 2017, 1:36 PM by Peyri Herrera
  • REMINDER: Look for 3 “Payroll Distribution Status” messages for each payroll As a reminder, please look for three "Payroll Distribution Status" messages for each payroll: Payroll Distribution Status 1 of 3 – PEDR AVAILABLE (It shows 1 green box)Payroll Distribution Status 2 of 3 – OFFLINE EXTRACTS AVAILABLE (2 green boxes)Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED (3 green boxes)For more information, please see Three new "Payroll Distribution Status" messages beginning November 2017.
    Posted Dec 11, 2017, 9:15 AM by Peyri Herrera
Showing posts 1 - 8 of 1223. View more »

Hyperion

  • 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
  • Hyperion Extracts Request Form updated to v3.0 The Hyperion Extracts Request Form was updated to v3.0 on November 27, 2017. Use this form to request extracts for Hyperion. Box 4c is new.Click here to download the PDF, a "fillable" version that you can complete on your computer (make sure you save it to your computer). Create a HEAT ticket and attach this form to the ticket. Provide a 1-week lead time for the request to be fulfilled.Before you request your Hyperion extracts, make sure your HCM data is correct. Check your Departments, Department Budget Table, Positions, and Employee data carefully. For more information, please refer to the announcement posted on 2/16/17 titled HCM auditing prior to pulling extracts.
    Posted Nov 27, 2017, 3:54 PM by Peyri Herrera
  • 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
Showing posts 1 - 8 of 18. 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 »