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


  • February 2018 Query Manager HCM “Third Thursday Demo” available for playback The recorded Third Thursday demo of Query Manager HCM: Things To Consider is now posted on the Third Thursday page. For your convenience, below are the links to the demo and presentation. During the demo we discussed what Query Manager is, what is covered in QY3 Query Manager HCM training, where to find the Authorization Form, how to request that you are registered for training, and things your organization should consider prior to sending employees to training.Demo (42 min) | PowerPoint Slides
    Posted Feb 16, 2018, 4:25 PM by Peyri Herrera
  • REMINDER: Submit a HEAT ticket by end of day today 02/16/18 if your organization wants to update Control Budget Definitions for FY 2019 Organizations interested in updating their Control Budget Definitions for Fiscal Year (FY) 2019 must submit a HEAT ticket by the end of the day today, Friday, February 16, 2018. For details, please see the announcement sent February 6.
    Posted Feb 16, 2018, 11:32 AM by Peyri Herrera
  • You are no longer locked out of HCM/ESS (02/16/18) 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 Feb 16, 2018, 10:03 AM by Barbara Thiss
  • All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Thu, 02/15/18 at 5:00 pm At 5:00 pm tonight, Thursday, February 15, 2018, 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 Feb 15, 2018, 1:38 PM by Barbara Thiss
  • QY3 Query Manager HCM guide and activity sheet posted online The CRC has posted the QY3 Query Manager HCM training materials. Updated versions will be available on the Guides & Job Aids page in the “QY3” section. PeopleSoft QY3 Query Manager HCM Guide v1.0.pdf - The QY3 guide covers how to use PeopleSoft Query Manager HCM to create and edit private queries. NOTE: You must receive training in order to perform the functions in this guide. Version 1.0, updated 02/07/18 (80 pp.) QY3 Activity Sheet v1.0.pdf - Activities used in QY3 training. Updated 2/8/18. (12 pp.)
    Posted Feb 14, 2018, 4:02 PM by Peyri Herrera
  • Personal Information Summary screen now available in ESS For organizations that use the Personal Information pagelet in ESS For districts and charter schools that have activated the Personal Information pagelet in Employee Self-Service (ESS), a new Personal Information Summary screen can now be accessed effective February 13, 2018.The Personal Information Summary is a “view only” page. You cannot change data, only view it. Use this page to review your home/mailing address, phone numbers, emergency contacts, email addresses, marital status, ethnic groups, and Employee Information, including SSN, birthdate, original start date, last start date, and highest education level. IMPORTANT: Please contact your Human Resources department if any of your employee information is incorrect. Here is a screenshot:NOTE: The name at the top of the page ...
    Posted Feb 14, 2018, 4:00 PM by Peyri Herrera
  • Third Thursday “Query Manager HCM” demo this Thursday at 10:00 am – REMINDER Is your organization considering sending staff to Query Manager HCM training? If so, please be sure to attend the Third Thursday Demo this Thursday, February 15, 2018 at 10:00 am (or watch it later on playback). To register, please see the announcement sent on February 9. Here are the demo topics: Explanation of what Query Manager is Explanation of what is covered in training, the training rollout plan, and summer/winter workshops Authorization Form How to request that you are registered for training (note there is no "self-registration" in GSMU for this course) Things your organization should consider: (1) Who should have the role to create queries? (2) What will our validation process be? (3) How will my ...
    Posted Feb 13, 2018, 5:26 PM by Peyri Herrera
  • PeopleSoft Third Thursday Demo (02/15/18): Query Manager HCM – Things to Consider The February 2018 Third Thursday topic is Query Manager HCM: Things to Consider. Please attend this demo prior to sending staff to QY3 Query Manager HCM Training. We will discuss what is covered in training, the terms and conditions for using Query Manager, and important considerations. Date/Time: Thursday, February 15, 2018 from 10:00 - 11:00 am Registration: Registration is required. Upon registration, look for an email from Citrix/GoToWebinar with connection information. NOTE: If a team wants to watch the demo together (like in a conference room, for example) only 1 person needs to register on behalf of the team as only 1 login to the demo would be needed. Can’t ...
    Posted Feb 9, 2018, 5:10 PM by Peyri Herrera
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  • 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 (
    Posted Jan 29, 2018, 4:03 PM by Peyri Herrera
  • Links to Hyperion video tutorials Hyperion - How to Enter Data on Employee History Report Template (7:22) Hyperion - How to Use Sandbox Data (5:41, for Returning Districts only)
    Posted Jan 29, 2018, 4:00 PM by Peyri Herrera
  • Links to Hyperion forms HCM Extracts Content and Audit Guidelines (PDF, v1.0) Hyperion Extracts Request Form (PDF, v3.0) Hyperion Role Assignment Request Form (Excel, v1.0)
    Posted Jan 29, 2018, 3:58 PM by Peyri Herrera
  • 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 Jan 29, 2018, 3:56 PM by Peyri Herrera
  • Hyperion documentation updated in January 2018 Here are the most current versions of Hyperion documentation. Hyperion User Guide v2.1.pdf - The Hyperion guide for all users. Contains 11 parts. Version 2.1, updated 01/18/18. (169 pp.) HYP1 Introduction to Hyperion Presentation v2.1.pdf - Slides for HYP1 training on 01/22/18 (37 slides) HYP1 Activity Sheet Jan 2018.pdf - 7 navigation and view activities used during HYP1 Introduction to Hyperion training. Updated 01/19/18 (5 pp.) HYP2 Manage Position and Employee Data Presentation v2.0.pdf - Slides for HYP2 training on 01/29/18 (18 slides)
    Posted Jan 29, 2018, 3:26 PM by Peyri Herrera
  • Smart View training on Mon, 02/05/18 from 9:30 am - 12:00 pm You are invited to attend Hyperion Smart View training on Monday, February 5, 2018 from 9:30 am - 12:00 pm. That afternoon we are also offering a session on HCM Extracts (heavy Excel emphasis). To register, either click the links below or contact Lori Free-Trout ( for assistance. HYP3: Smart View Training This class focuses on how and when to use Smart View Mon, February 5, 2018 9:30 am - 12:00 pm, SDCOE LL3-4HYP4: HCM Extracts and Auditing Loaded Data This class focuses on the HCM Extracts that MITI will provide to you. We will discuss the HCM extracts – what is contained in each one, how to read it when you open it ...
    Posted Jan 29, 2018, 3:24 PM by Peyri Herrera
  • 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
Showing posts 1 - 8 of 24. 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:
    Posted Dec 14, 2015, 12:21 PM by Peyri Herrera
Showing posts 1 - 8 of 51. View more »