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Hyperion Announcements

News and announcements regarding Hyperion.

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 https://docs.google.com/viewer?a=v&pid=sites&srcid=c2Rjb2UubmV0fGNyY3xneDo3ZGFlNTM2NGJiNzYwODk0 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.

Reviewing Hyperion extract files

posted Feb 17, 2017, 4:29 PM by Barbara Thiss

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 and become proficient with it.

Checking vacancy, incumbent, and zero FTEs

posted Feb 17, 2017, 4:28 PM by Barbara Thiss

It is importance to check vacancy, incumbent, and zero FTEs.

What to look for:

Vacancy FTE. Use POSFTE HCP Data View Form in Hyperion.
When updating the VACANCY line of a position, either the Maintain Position Data page or the Maintain Employees by Position page can be used.
The VACANCY line is different than the INCUMBENT line—where the INCUMBENT line has the employee attached to it, and the VACANCY line does not have an employee attached to it.

Matching Vacancy and Incumbent FTE. Use the Maintain Employees by Position.
It is necessary to match the FTE for the VACANCY and the INCUMBENT on a position, especially when changing the FTE in any way. The VACANCY line will take over when the position isn’t filled with an incumbent. Therefore, it is important that the Proposed FTE, the FTE Start Date and the FTE Stop Date match between the VACANCY and the INCUMBENT.

Zero FTE’s loaded into Hyperion. Use EMPFTE HCP Data View Form in Hyperion
In HCM, if you have a position with an active employee and an employee on leave of absence, or there are two employees assigned to the same position, you will see that the FTE is over allocated. To prevent over budgeting, the FTE has been zeroed out on the extract to account for this over allocation. You will need to assign an FTE to the appropriate employee in Hyperion so that Hyperion calculates properly. Two employees cannot be assigned to the same position.

Identifying Exception Hourly Employees and the comparison of HCM to Hyperion

posted Feb 16, 2017, 4:49 PM by Barbara Thiss

The Exception Hourly Employees in HCM and Conversion to Hyperion job aid describes how to identify Exception Hourly Employees and their positions and how that information converts over to Hyperion. Document is available on the CRC website > Resources > PeopleSoft Resources > Guides and Job Aids.

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