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Hyperion Announcements

News and announcements regarding Hyperion.

Decommissioning the Hyperion Server 12/1/2020

posted Nov 19, 2020, 9:48 PM by Sally Morton

With the implementation of the Planning and Budget Cloud Solution (PBCS) scheduled for January 2021, the final backups for Hyperion will occur on Monday, November 30, 2020 followed by the Hyperion system being shut down on Tuesday, December 1, 2020. We wanted you to be aware of this shutdown. No action is required of the Hyperion users.

The data that is currently in Hyperion was used for the 2020-2021 budget creation. Districts should already have this data for the current fiscal year. However, if there is other data that is needed from Hyperion, please let us know by Monday, November 23, 2020.

If you have any questions or find that you do need other data from Hyperion, please submit a Service Portal Ticket.

Hyperion server maintenance tonight, 05/15/19, potential Hyperion outage until 8:00 am tomorrow

posted May 15, 2019, 4:02 PM by Peyri Herrera

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.

Hyperion calculation business rule fixed for FTE calculations

posted Dec 13, 2018, 4:08 PM by Barbara Thiss

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 FTE for those compensation elements that had a Value Type of Amount. Those compensation elements included additional earnings, benefits, as well as the tax element OPB$.

How to get help with Hyperion (HEAT tickets, guide, tutorials, 1:1 work sessions)

posted Dec 12, 2018, 3:49 PM by Barbara Thiss   [ updated Dec 12, 2018, 3:55 PM ]

How to get help with Hyperion

To request a 1:1 work session, please email Lori Free-Trout ( and provide Email Template information.

Hyperion email template

Suggested queries to help with auditing HCM data

posted Dec 12, 2018, 3:42 PM by Barbara Thiss

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) 
Recommended by Finance users:
  • FAR_POSITIONS_VACANT (encumbered only)

Hyperion Training for 2019-20 Budgeting

posted Dec 12, 2018, 3:40 PM by Barbara Thiss

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 with Hyperion
  • This half-day class focuses on: 
    • Creating an Employee History Report to audit HCM data 
    • Exporting Hyperion data for additional information on auditing budget details 
  • Mon, February 4, 2019 9:00 am - 12:00 pm, SDCOE LL3-4 
To register, either click the links below or contact Lori Free-Trout ( for assistance.

Hyperion in Maintenance Mode

posted Dec 12, 2018, 7:51 AM by Barbara Thiss

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.

Hyperion Meeting for Returning Districts

posted Oct 11, 2018, 7:44 AM by Barbara Thiss

For those of you who have used Hyperion and would like a refresher, we are offering a Hyperion meeting for returning districts on Tuesday, October 30 from 9:30 am – 12:30 pm at SDCOE. This meeting will recap the Hyperion process. We will discuss what’s new and any changes in processes from last year, explain extracts you will receive, and share where to find support tools (guide, recorded videos, 1:1 work sessions). This is not hands on instruction. Handouts will be provided. To register for PeopleSoft training, please use Go Sign Me Up (GSMU) at

Go Sign Me Up 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 has 1-2 “Supervisors” in Go Sign Me Up. This allows you (Supervisor) to schedule your staff for PeopleSoft training and run reports to see who is registered. More information is here:
  • For assistance with GSMU or to be set up as a GSMU Supervisor, please contact Lori Free-Trout at

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