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


  • May 2019 Position Control “Third Thursday Demo” available for playback The recorded Third Thursday demo of Position Control in PeopleSoft is now posted on the Third Thursday page. Position Control goes beyond the Add/Update Position screen in PeopleSoft and often staff from different departments across HCM and FIN are involved in the management and maintenance of Positions. In this presentation we highlight existing resources and queries that can help make cross-department planning, communicating, timing, and auditing easier. We explain some PeopleSoft components related to Position Control on the horizon that will be available to districts in the future. We demo a query to help audit departments on the DBT, Position, and Job Data. We also include time-sensitive reminders about this year’s DBT Rollover Process. For your ...
    Posted May 23, 2019, 5:22 PM by Peyri Herrera
  • New Requisition Query – M_REQ_PRE_ENCUMB_BALANCE The new M_REQ_PRE_ENCUMB_BALANCE query identifies the Requisition ID and remaining line item balances for requisitions that have not been completely sourced into a Purchase Order and for which the Requisition Final Function has not been used during the sourcing process. The query results match the Add/Update Requisition screen. This query can help identify balances throughout the year and especially at year end when all encumbrance balances must be cleared in order for districts to close their books. Identifies the requisition and remaining line item balance Includes inventory requisitions Can be used in conjunction with FAR_ENCUMBRANCE_LEDGERS or M_ENCUMBRANCE_LEDGERS_SUM. These two queries aggregate balances by ChartString and provide no transaction detailsNOTE ...
    Posted May 23, 2019, 12:12 PM by Barbara Thiss
  • May 2019 Payroll Distribution Status 1 of 3 – PEDR AVAILABLE On Wednesday, May 22, 2019, 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 May 23, 2019, 9:31 AM by Peyri Herrera
  • CAB Town Hall coming to SDCOE tomorrow, Wed, 05/22/19 at 10 am The PeopleSoft Customer Advisory Board (CAB) members would like to invite all PeopleSoft HCM and Finance Users to join them for a friendly and informative “town hall” meeting tomorrow, May 22, 2019 from 10:00 am - 12:00 pm at the San Diego County Office of Education. If you use PeopleSoft in any way, this is an opportunity to meet the district staff who represent the PeopleSoft Districts and hear how decisions are made as to what functions and enhancement are implemented in PeopleSoft. Please join in person for an interactive, discussion-based forum!AT SDCOE - Registration link: CAB Town Hall Meeting (Central)Wed, May 22, 2019 from 10:00 am - 12:00 pm SDCOE Rm 401/402, 6401 Linda ...
    Posted May 21, 2019, 9:57 AM by Peyri Herrera
  • You are no longer locked out of HCM/ESS (05/21/19) 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.NOTE: Time Administration Process will remain ‘On Hold’ during the start of Payroll Distribution: In an effort to improve process performance during payroll distribution, TL_TIMEADMIN will remain on hold. It will be restarted after Encumbrances are completed. Watch for announcement of Payroll Distribution Status 2.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.
    Posted May 21, 2019, 9:32 AM by Barbara Thiss
  • EBS is temporarily “holding” all HCM queries scheduled to run during Payroll Please refrain from scheduling HCM queries until after Payroll.At 5:00 tonight, EBS will temporarily “hold” HCM queries scheduled by users to prevent interference with payroll processing. These queries will resume their regular schedules on Tuesday, May 21, 2019 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 May 20, 2019, 1:21 PM by Barbara Thiss
  • All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Mon, 05/20/19 at 5:00 pm At 5:00 pm tonight, Monday, May 20, 2019, 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 May 20, 2019, 1:21 PM by Barbara Thiss
  • Updated Absence Management Queries – M_AM_SICK_VAC_LIABILITY and M_AM_SICK_VAC_LIABILITY_COMBO The M_AM_SICK_VAC_LIABILITY and M_AM_SICK_VAC_LIABILITY_COMBO queries were updated to show the most current Calendar Group ID from the Results by Calendar screen (Main Menu > Global Payroll & Absence Mgmt > Absence and Payroll Processing > Review Absence/Payroll Info > Results by Calendar) for the Calendar ID queried. Previously, the query would show the matching Calendar Group ID, rather than the most current row. The previous version of the query would pull row 1 of 3 from Results by Calendar in the below example, where the Calendar ID and Calendar Group ID both are 2019-02:Updated query will show the most current row, which is row 3 of 3 in the below example for April ...
    Posted May 17, 2019, 4:13 PM by Barbara Thiss
Showing posts 1 - 8 of 1741. View more »


  • 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
  • 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
Showing posts 1 - 8 of 37. 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 »