The Hyperion system needs to be shut to users for maintenance to the system today, May 14, 2018. Please be out of the system before 6:30 pm so we may conduct the maintenance. This will take approximately 3 hours. Users will be notified tomorrow morning, May 15, 2018, when the system is open again. If you have any questions, please contact Shauna Stark at shaunas@sdcoe.net

The CRC has created a new video for Hyperion users that shows step-by-step instructions on the process used to export your completed Hyperion budget data and load it into the Budget Import Template that is used with the PeopleSoft Finance module. The template is used to upload your Adopted budget into PeopleSoft.

You should view this video when you are completely finished making all of your adjustments in Hyperion and are ready to upload your budget into PeopleSoft Finance.

Video link: Hyperion Data Export to PeopleSoft Budget Import Template (9 min, 39 sec)

The video references the following Hyperion User Guide sections:

• Running Business Rules – p.44 
• Export Data from Hyperion Workspace – p.150 

Downloads referenced from the CRC’s Guides and Job Aids page (look in the Hyperion section):

• AdministrationExportData_BudgetUploadTemplateV3_Unprotected(12-28-17)CONTROL.xlsx 
• AdministrationExportData_BudgetUploadTemplateV3_Unprotected(12-28-17)NONCONTROL.xlsx 
• Administration Export Data – Budget Upload Template Instructions v3.0.pdf (Optional) 
• Hyperion User Guide

To request a 1:1 work session, please email Lori Free-Trout (lfreetrout@sdcoe.net).

Hyperion - How to Enter Data on Employee History Report Template (7:22)

Hyperion - How to Use Sandbox Data (5:41, for Returning Districts only)

HCM Extracts Content and Audit Guidelines (PDF, v1.0)

Hyperion Extracts Request Form (PDF, v3.0)

Hyperion Role Assignment Request Form (Excel, v1.0)

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 

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)

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 (lfreetrout@sdcoe.net) 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 LL3-4

HYP4: 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, and know what to cross-check between Hyperion/file/HCM. Then we will discuss how to manipulate your extracts in Excel so you can better analyze the data; tasks include filters, freezing panes, text-to-columns, vlookups, and conditional formatting.
Mon, February 5, 2018 1:00-4:00 pm, SDCOE LL3-4

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)