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


  • No more SQL errors on Personal Information screen Today, August 17, 2017, users are no longer getting SQL errors on the Personal Information screen when entering and saving data. We know this is a critical time for the districts. We appreciate your patience while this was resolved. All HEAT tickets associated with this issue have been closed.
    Posted Aug 17, 2017, 9:56 AM by Peyri Herrera
  • SQL error on Personal Information screen – STILL BEING ADDRESSED As of 4:50 pm, the SQL error on the Personal Information screen is still being addressed by the tech team. Thank you for your patience while this is being resolved
    Posted Aug 16, 2017, 4:57 PM by Peyri Herrera
  • SQL error on Personal Information screen Users have reported an SQL error when adding data on Personal Information screen (Navigation: Workforce Administration>Personal Information). The tech team is researching the problem.
    Posted Aug 16, 2017, 11:36 AM by Barbara Thiss
  • PeopleSoft Conference for district and charter school teams on Thu, 10/12/17 On October 12, 2017, county districts and charter schools are sending teams of employees to a one-day PeopleSoft conference. Key dates: Fri, June 23: Pre-registration form and survey submitted by Conference Contacts. Each organization submitted the names of the team members that will attend the conference. Mon, July 31: Conference brochure and registration information published Tue, August 8: SDCOE Newsroom published PeopleSoft Conference to Help Districts Optimize Business Practices Mon, August 14: Conference registration opens for pre-registered staff Fri, September 8: Conference registration closes Fri, September 22: Personalized schedules are emailed to Conference Contacts and each attendee by 9/22/17 Fri, September 29: Last day for any requests for registration changes Thu, October 12: Day of ...
    Posted Aug 15, 2017, 12:36 PM by Peyri Herrera
  • GSMU reminders and directions Reminders: To register for PeopleSoft training, please use Go Sign Me Up (GSMU) at If you are asked to "select a certificate" to view the site, click the X at the top right of the box that pops up to close it (instead of clicking OK or Cancel). This will allow you to proceed. To reset your forgotten GSMU password, go to, click Login at the top-right of the screen, then click “Forgot your username or password?” (tiny letters) and follow the prompts. Upon registration you will receive a confirmation email from the system. Then 2 days before the event you will receive a reminder email. We recommend that your organization ...
    Posted Aug 15, 2017, 12:36 PM by Peyri Herrera
  • PeopleSoft Security Audit Workshop on Tue, 09/26/17 The CRC is hosting a 2-hour PeopleSoft Security Audit Workshop for district staff responsible for determining “who has access to what” in PeopleSoft and how to audit user's roles and access in Finance and HCM. We will cover the recommended process, queries to run, and what to do with the query information. A guide will be provided. Date/Time/Location: Tuesday, September 26 from 1:30-3:30 pm at SDCOE Audience: Please register the staff member(s) who determine access for Finance and HCM – ideally a team of 2-4 people. Registration: Use GSMU to register. Why audit? To know which employees (users) have access to which information. To identify if any changes need to be made ...
    Posted Aug 15, 2017, 12:31 PM by Peyri Herrera
  • Upcoming PeopleSoft training and events – AUG/SEP 2017 This is a summary of upcoming training and events. All are at SDCOE and require registration using Go Sign Me Up except for the online demo. Click a link for more information and to register. HCM Training Wednesday, August 16, 2017: HR3R New Hires & Job Data Refresher from 9:30 AM - 4:00 PM You must have previously attended the 2-day HR3 New Hires & Job Data class. Wednesday, August 23, 2017: BA1 Benefits Administration from 9:30 AM - 4:00 PM Monday, August 28 AND Wednesday, August 30, 2017: PR1 Payroll (2-day training) from 9:30 AM - 4:00 PM both days Finance Training Friday, August 18, 2017: AP1R Accounts Payable Refresher from 9:30 AM - 4:00 ...
    Posted Aug 15, 2017, 12:30 PM by Peyri Herrera
  • PeopleSoft Third Thursday Demo (08/17/17): Exploring the HCM Query Reference Guide The long awaited HCM Query Reference Guide will be unveiled during this month’s Third Thursday demo. We will explore the guide layout and provide HCM query tips and tricks. This demo will last approximately 30 minutes. The guide will be published by the start of the demo and will be available on the CRC Guides & Job Aids page at Thursday, August 17, 2017 from 10:00-10:30 amRegistration: 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 webpage ...
    Posted Aug 14, 2017, 3:11 PM by Peyri Herrera
Showing posts 1 - 8 of 1078. View more »


  • 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 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

  • 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 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:
    Posted Dec 14, 2015, 12:21 PM by Peyri Herrera
Showing posts 1 - 8 of 51. View more »