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PeopleSoft Announcements

News and announcements regarding PeopleSoft HCM (Human Capital Management) and PeopleSoft Finance.

Some users are reporting slowness when inquiring on requisitions on the Managed Requisition and Add/Update Requisition pages

posted Feb 14, 2020, 4:40 PM by Barbara Thiss

Some users are reporting slowness when inquiring on requisitions on the Managed Requisition and Add/Update Requisition. For other users the problem is intermittent.

We have reported this issue and it is being researched.

Third Thursday Demo (02/20/20): New W-4 changes for 2020

posted Feb 14, 2020, 2:01 PM by Barbara Thiss

Please join us on Thursday, February 20, 2020 from 10:00-11:00 am for the Third Thursday Demo: New W-4 changes for 2020.

Calendar marking the third Thursday

(Click Here to Register)

We will discuss the changes to the W-4 and how they are handled in PeopleSoft.

There is documentation available on the IRS website:
Audience: This session is recommended for district personnel responsible for processing W-4 information

Date/Time: Thursday, February 20, 2020 from 10:00 am – 11:00 am

Registration: https://sdcoe.zoom.us/meeting/register/up0rduqvrjMtYDmoIfZVQ2ayw0iV34XGlw 
Registration is required. Upon registration, look for an email from “Zoom SDCOE CRC” (no-reply@zoom.us) with connection information.

District seeing other districts’ “Reports To” positions numbers on Position Info screen

posted Feb 12, 2020, 2:55 PM by Barbara Thiss

When adding/updating a position, districts are seeing other districts’ “Reports To” position numbers and can select them as well. The navigation for this screen is: HCM > Organizational Development > Position Management > Maintain Positions/Budget > Add/Update Position Info. 

We are looking into this issue and will let you know when it is resolved.

Important Dates for Year End 2019-20

posted Feb 12, 2020, 2:24 PM by Barbara Thiss

The list of important dates is also available on the PeopleSoft Support website: Important Dates for Year End 2019-20.

Important 2019-20 year end dates

Support for PeopleSoft Finance 2020 year end closing

posted Feb 12, 2020, 2:20 PM by Barbara Thiss

In April 2020, the PeopleSoft Services and Solutions Team will provide training for PeopleSoft Finance 2020 year end closing. For the areas of Purchasing, Finance, and Inventory, we are conducting a session called “Review of Closing Activities” which is designed specifically for users who are brand new to year end closing; there is no added content for those who have attended this session in the past.

Registration: To register, use Go Sign Me Up at https://sdcoe.gosignmeup.com. Filter by Finance > Workshops. For assistance with GSMU, please contact Lori Free-Trout at lfreetrout@sdcoe.net.

PURCHASING (YEPO)

Materials currently available:

Session

Section

Date

Location

Class Size

Year End Purchasing Review of Closing Activities (YEPO)

  • This session is intended for users new to year end closing.
  • Select either YEPO1-1 or YEPO1-2. Register for only 1 of the 2 sections.

YEPO-1

Wed 04/01/2020

9:00 am - 12:00 pm

SDCOE Learning Lab 3-4

25 seats

YEPO-2

Tues 04/07/2020

9:30 am - 12:00 pm

NCREC Classroom B

20 seats


FINANCE - AP, AR, KK, GL (YEFN) 

Materials currently available:

Session

Section

Date

Location

Class Size

Year End Finance Review of Closing Activities (YEFN)

  • This session is intended for users new to year end closing.
  • Select YEFN1-1 or YEFN1-2. Register for only 1 of the 2 sections.

YEFN-1

Wed 04/01/2020

1:00 pm - 4:00 pm

SDCOE Learning Lab 3-4

25 seats

YEFN-2

Thurs 04/23/2020

9:00 am - 12:00 pm

SCREC Classroom B

12 seats

 INVENTORY (YEIN)

Session

Section

Date

Location

Class Size

Year End Inventory - Review of Closing Activities (YEIN)

  • This session is intended for users new to year end closing.
  • Select YEIN-1.
  • No Open Lab for this topic. Please submit a HEAT ticket for assistance.

YEIN-1

Tues 04/24/2020

9:00 am -12:00 pm

SDCOE Learning Lab 4

15 seats

For troubleshooting issues you may encounter in the year end closing process, please submit a Service Portal Ticket or call PeopleSoft Support at (800) 289-1500.

District to do their own year end Purchase Order (PO) Rollover

posted Feb 12, 2020, 2:13 PM by Barbara Thiss

Rollover Picture

The Purchase Order (PO) Rollover process that is done in July is normally run by Financial Accounting Department here at SDCOE. We did a successful pilot last year where 5 districts tested the PO Rollover process. This year we are rolling this out to all districts so they can do their own PO Rollover process. 

Districts that roll Purchase Orders are REQUIRED to attend one of 2 training sessions to learn what needs to be done to do the process at the district level.

Registration: To register, use Go Sign Me Up at https://sdcoe.gosignmeup.com. Filter by Finance > Workshops. For assistance with GSMU, please contact Lori Free-Trout at lfreetrout@sdcoe.net.

PO Rollover training (POROL)

Session

Section

Date

Location

Class Size

PO Rollover Process Training

  • This session is intended for district staff that would be responsible for PO Rollover process.
  • Select POROL1-1 or POROL1-2. Register for only 1 of the 2 sections.

POROL1-1

Tues 04/21/2020

9:00 am -11:30 pm

SDCOE Learning Lab 3-4

25 seats

POROL1-2

Tues 04/30/2020

9:00 am -11:30 pm

SDCOE Learning Lab 3-4

25 seats

PeopleSoft functional upgrade planned for early summer with a targeted go live on June 1, 2020

posted Feb 10, 2020, 4:11 PM by Barbara Thiss

Functional Upgrade icon

A PeopleSoft functional or “PUM” upgrade is planned for early summer with a targeted go live of June 1, 2020. The upgrade will update PeopleSoft to a more current image of the software with Finance going from image 24 to 34 and HCM from 23 to 33. The project team is in the process of identifying the functional fixes, changes and new features that will be included in this upgrade. Further information about these changes will be communicated after the project team has completed the work to identify what will be included.

We will continue to communicate throughout the duration of the upgrade project to ensure users know what to expect and are ready at go live. So be sure to look for future communications, webinars and roadshows with information about this upgrade. We are also looking for users to volunteer to assist with some of the upgrade project tasks such as user validation. Contact Sally Morton at sally.morton@sdcoe.net if you are interested in volunteering.

Combo Code Build Process is running again

posted Feb 10, 2020, 2:39 PM by Barbara Thiss

PeopleSoft Finance LEAs reported an issue with combo codes not being built in HCM after data was added to PeopleSoft Finance. A fix has been applied to production and the issue has been resolved.

If you are still experiencing an issue with combo codes, please contact PeopleSoft Support by submitting a Service Portal (ServiceNow) Ticket or calling 1-800-289-1500

Production (SDPP) performance issue resolved

posted Feb 10, 2020, 2:37 PM by Barbara Thiss

We had reported earlier today, 02/10/2020, that Production (SDPP) was experiencing performance issues. We found an overnight process that was running longer than it should and was stopping other processes from completing. The process was cancelled and system is now running as expected.

If your are still experiencing performance issues, please contact PeopleSoft Support by submitting a Service Portal (ServiceNow) Ticket or calling 1-800-289-1500.

Some users are reporting slowness in Production (SDPP) or are getting kicked.

posted Feb 10, 2020, 11:05 AM by Barbara Thiss

Some users are reporting slowness in Production (SDPP) or are getting kicked. Our technical team has been notified and are currently researching the issue.

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