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Hyperion Announcements

News and announcements regarding Hyperion.

Hyperion Meeting for Returning Districts 12-04-17 – SLIDES AVAILABLE

posted Dec 11, 2017, 4:45 PM by Peyri Herrera

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)

Updated “all-in-one” Hyperion User Guide v2.0 published on 12/11/17

posted Dec 11, 2017, 4:44 PM by Peyri Herrera


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.

Hyperion Extracts Request Form updated to v3.0

posted Nov 27, 2017, 3:53 PM by Peyri Herrera   [ updated Nov 27, 2017, 3:54 PM ]

The Hyperion Extracts Request Form was updated to v3.0 on November 27, 2017. Use this form to request extracts for Hyperion. Box 4c is new.

Click here to download the PDF, a "fillable" version that you can complete on your computer (make sure you save it to your computer). Create a HEAT ticket and attach this form to the ticket. Provide a 1-week lead time for the request to be fulfilled.

Before you request your Hyperion extracts, make sure your HCM data is correct. Check your Departments, Department Budget Table, Positions, and Employee data carefully. For more information, please refer to the announcement posted on 2/16/17 titled HCM auditing prior to pulling extracts.

Hyperion budget upload template updated on 05/10/17

posted May 10, 2017, 4:12 PM by Peyri Herrera

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:
Changes 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 formula on the Expense--Conversion1 worksheet and the EXPENSE-BudgetJournal worksheet. 
Please do not make any changes to the formulas as this may result in a budget load error.

Hyperion compensation calculations for future dates in HCM

posted May 4, 2017, 8:58 AM by Peyri Herrera

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 when it comes to compensation calculation. Hyperion calculates to the day, unlike BPS which calculated on an annual basis, and therefore, dates in BPS were not as important.

How do I submit the pseudo data request?

posted May 4, 2017, 8:57 AM by Peyri Herrera

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.

PeopleSoft maintenance Sat, 04/29/17 from 12:00 am - 8:00 am

posted Apr 17, 2017, 5:00 PM by Peyri Herrera

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).

Log out of Hyperion from 12:30-1:00 pm today, 04/05/17

posted Apr 5, 2017, 12:28 PM by Peyri Herrera

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.

Pseudo Positions

posted Mar 23, 2017, 4:20 PM by Barbara Thiss

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.

Hyperion benefit and additional earning calculation for FTE less than 1.0

posted Mar 23, 2017, 4:10 PM by Barbara Thiss   [ updated Mar 23, 2017, 4:10 PM ]

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.

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