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Legacy Applications Announcements

Access for fis.sdcoe.net will remain until 11/13/18

posted Oct 10, 2018, 11:05 AM by Peyri Herrera

Access for fis.sdcoe.net will remain until Tuesday, November 13, 2018.

Legacy Info FAQs

posted Oct 1, 2018, 2:47 PM by Peyri Herrera   [ updated Oct 1, 2018, 3:01 PM ]

Legacy Info is at https://legacyinfo.sdcoe.net.

Most of the questions on this list were generated during the September 2018 Third Thursday Demo. This list was updated 10/1/18.

LOGGING IN & ACCESS

Q: How do I get an account?
Submit the Legacy Info Account Request Form. Watch the demo for more information: September 2018 Third Thursday Demo.

Q: Is login first name or initial?
It can vary based on how your account was set up. Examples: first.last, flast. Newer accounts tend to be created first.last.

Q: Will we have access to multiple districts? I need history for 3 business units.
The system keys off of a particular District ID. We would need to create 3 separate account logins to access each district. In order to provide security so you're not seeing other district's data, we need to set it up this way. Please email John Vaillancourt (jvaillancourt@sdcoe.net).

Q: How do you log out of this system? Do we just X out?
Yes, just X out.

Q: Since I cannot log out, I will need help to get back to the login screen – I have multiple logins.
Use incognito or private window. If you need help, please email John Vaillancourt (jvaillancourt@sdcoe.net).

Q: My VPN login is not working for legacy info.
Please email John Vaillancourt (jvaillancourt@sdcoe.net).

Q: If we had multiple accounts for Legacy, will our Legacy VPN logins work here?
Yes.

Q: I need my password reset.
If you do not remember your password to your SDCOE VPN account please email John Vaillancourt (jvaillancourt@sdcoe.net).

Q: I have a question, issue, and/or request.
For any questions or issues about the legacy reporting system not related to a new account or password reset, please ask your PeopleSoft Contact to submit a HEAT ticket. The ticket will be routed to ITS.

PAYROLL REPORTS

Q: We noticed that we are not able to view SSN on EMPLY, but sometimes we need to see it. Will it ever be available?
We will add the SSN to EMPLY

Q: Can we change the layout?
The layouts can be modified by ITS. Currently ITS is working to roll out more reports. If you have feedback on layouts, submit a HEAT ticket (thru PeopleSoft Contact) - the CRC will forward the ticket to ITS.

Q: If there are multiple people with the same last name, do you need to narrow down the first name?
For reports such as EMPLY, all employees with the same last name will be listed if that is the query type you have selected.  Review the query types for each report if you would like to limit your search output. 

Q: Is POSIT not available because they were rolled over with 1014 prefix?
From a user participating on the Third Thursday Demo: Prior to PeopleSoft, the position # was always 4 digits only. The PeopleSoft position # is the same number with the prefix of 10XX in front of it. It is 10 plus the district number.

FUTURE REPORTS

Q: What if any are other reports SDCOE is planning to include?
Next reports are TPTOT, EXPAY (9/28/18)
Then PYMTL, PYMTS (10/5/18)
Numerous one-time extracts (about 6) - we will work with Payroll Services, Retirement, and the CRC to provide those to you. Placed in SFTP so you can retrieve: CDAYS, EDIST

Q: Is there a projected timeline for FISNEW?
Mid-October 2018 is the tentative date for release.

Q: Could there be a screen for “EMPLY” that would be printer friendly such as what was created for “CRYTD”?
We can create a more printer friendly version of this screen but it will have to come after other needed reports are released.

Q: Will there be a report for credentials (CRLTS)? 
This is not in our current backlog.  John Vaillancourt (jvaillancourt@sdcoe.net) will reach out to this user to learn more about their needs.

Q: HR question…since only Payroll reports have been focused on at this time.
The priority for the reports was developed by reviewing what was most frequently accessed on legacy and what pilot districts requested.  We can review requests for other reports but we would need a screen name or description of the desired content.

REMINDER: The last day to access Legacy Payroll is tomorrow, Fri, 09/14/18!

posted Sep 13, 2018, 11:46 AM by Peyri Herrera   [ updated Oct 10, 2018, 9:28 AM ]

From John Vaillancourt, SDCOE Senior Director, Information Technology:

New reporting system to access legacy payroll data is here!

posted Sep 4, 2018, 1:01 PM by Peyri Herrera   [ updated Sep 20, 2018, 10:11 AM ]

NEW!

SDCOE Integrated Technology Services is pleased to announce that the new reporting system to access legacy payroll data is available at https://legacyinfo.sdcoe.net. The recommended browsers are Chrome, Firefox, and Edge (not recommended - Internet Explorer).

Screenshot of Legacy Info

Who can access the historical reporting system?

If you have access to Legacy Payroll and have an SDCOE VPN account you will be able to access this system. Click “Go” on the main screen, then sign in as shown below.

How to sign in

What information is currently available?

Please visit legacyinfo.sdcoe.net to access legacy payroll data. The following payroll reports are available now with more to come.
  • EMPLY 
  • EMPOS 
  • TPLST 
  • YTDAC 
  • XREF 
  • BDEMP 
  • CYRTD 
  • CYRTDPrnt 
  • ABATQ 
  • ABATL 

How can I learn how to use the system?

View the “How To Videos” on legacyinfo.sdcoe.net that explain how to log into the system and use the reports.

How to videos

How can I get help?

  • Need an account: If you do not have an SDCOE VPN account and require access to legacyinfo.sdcoe.net please complete the Legacy Info Account Request Form to request an account.

  • Need a password reset: If you do not remember your password to your SDCOE VPN account please email jvaillancourt@sdcoe.net.

  • Questions or issues: For any other questions or issues about the legacy reporting system not related to a new account or password reset, please ask your PeopleSoft Contact to submit a HEAT ticket. The ticket will be routed to ITS. 

Related announcements:
Legacy system retirement on 09/14/18 (posted 08/13/18)
New reporting system for historical payroll, retirement and financial lookup coming 09/04/18! (posted 08/13/18)

New reporting system for historical payroll, retirement and financial lookup coming 09/04/18!

posted Aug 13, 2018, 9:26 AM by Peyri Herrera

From John Vaillancourt, SDCOE Senior Director, Information Technology: On September 4, 2018, a new system for historical lookup will be released. This system will compliment https://sdcoereports.sdcoe.net/isview/ (RPTMGR) which has and will continue to provide lookup capability for a variety of payroll and financial records.

The new system is completely web-based. No Bridge! No VPN! Training videos will be released at go live.

The following extract/reports or screens will be available when the system goes live:
Legacy Tool

More reports will be added in the coming months. Please direct questions to John Vaillancourt, Senior Director, Information Technology, at jvaillancourt@sdcoe.net.

Legacy system retirement on 09/14/18

posted Aug 13, 2018, 9:24 AM by Peyri Herrera

From John Vaillancourt, SDCOE Senior Director, Information Technology: Legacy Payroll and Finance will be retired at 5:00 pm on Friday, September 14, 2018. The historical data stored on legacy hardware has been copied to modern systems for easier retrieval. Please use the new reporting system or https://sdcoereports.sdcoe.net/isview/ (RPTMGR) to access your organization’s data.

Please direct questions to John Vaillancourt, Senior Director, Information Technology, at jvaillancourt@sdcoe.net.

Brief downtime for Legacy applications on Sat, 5/26/18 at 7:00 pm

posted May 25, 2018, 3:09 PM by Peyri Herrera

From Francisco Tamayo, SDCOE Data Center Administrator: On Saturday, May 26 at 7:00 pm, Network Services will be performing maintenance that impacts Legacy applications. We anticipate a brief outage during this already scheduled maintenance window.

Legacy unavailable Fri, 05/11/18 from 7:00-8:00 am

posted May 10, 2018, 9:53 AM by Peyri Herrera

The Legacy system (FIS, Payroll, etc.) will be unavailable tomorrow, Friday, May 11, 2018 from 7:00-8:00 am due to maintenance.

Suggestions for resolving FIS - Vision Content: Reports - Report Manager (RPTMGR4) issue when using Internet Explorer

posted Aug 11, 2017, 12:12 PM by Peyri Herrera   [ updated Aug 11, 2017, 12:13 PM ]

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:

Report Manager


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 the toolbar, and select Menu bar. Add the website you were on to the list, and make sure the “Display intranet sites in compatibility view” was selected as well; it may look something like this (our URL is ‘sdcoe.net’): 
Compatibility

Security Settings

You may also want to check the security settings of the URL, to see if it is trying to load as an internet site, a local intranet site, or trusted site. We prefer trusted sites; often internet sites have more restrictions in place that keep our software from working well. This is easy enough to check. When you are on the ISView site, if you go to File > Properties, it should list a “zone” of internet, local intranet, or trusted site. You can often adjust the site if you go to Tools > Internet Options > Security, then choose Trusted sites, and the “sites” button, and you can add the URL to trusted sites manually. Not all systems allow sites to be added that way, depending on security restrictions (URL address is (http://sdcoereports.sdcoe.net/isview):
Security Settings

Check for New Versions

Another thing that has occasionally fixed issues like this is to change the settings to check for new versions of the page on every visit to the page. This is under Tools > Internet Options > General > Settings (under Temporary Internet Files) > change to every time I visit the webpage.
Check for New Versions

FIS System: Year End Reminders

posted Jun 17, 2016, 3:17 PM by Peyri Herrera

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 input invoices for FY15/16 with a 06/30/16 Due Date.

06/30/16 – INVADD will be disabled in the morning.

06/30/16 – Last day to order VENDOR Report #03 (Alpha) or #04 (Numeric) as a Now before vendor history is rolled to the new fiscal year.

06/30/16 – VENDMT dollar amounts will move from “This Fiscal Year” to “Last Fiscal Year” during the nightly process.

07/01/16 – ENCUPD and ENCENT will be disabled in the morning.

07/01/16 through 07/06/16 – GLTRBL screen requires FY15/16 entry otherwise defaults to current FY16/17.

07/01/16 – All Encumbrances will be liquidated.

07/06/16 – Month-End closing for On-Lines; System is down at 5:00 pm.

07/07/16 – First day to input invoices with a Due Date of 07/08/16 for FY 16/17.

07/07/16 – ENCENT, ENCUPD, INVADD (for fiscal year 16/17) are available.

07/07/16 – FYTRN, FYDIST (for fiscal year 15/16) are available.

  • New Workers Compensation Rate for FY 16/17 will be displayed on the RATES screen in payroll by June 24. The District WCOMP Mod Factor will be updated by June 24, 2016. To calculate your districts workers compensation rate, multiply this rate times your district WCOMP Mod Factor displayed on the DIST ID screen in Payroll. 
  • Electronic Budget Transfers Users: All Complete Electronic Budget Transfers need to be Posted by June Month end close (07/06/16) for FY 15/16. Use the Budget Transfer List screen to clear all Incomplete, Rejected, or In-Transit Budget Transfers for FY 15/16. Update the District Setup Screen (07/07/16) to use Prior Year Electronic Budget Transfers screen during Year-End Closing.

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