News and announcements regarding PeopleSoft HCM (Human Capital Management) and PeopleSoft Finance.
Once per year, typically at the end of the fiscal year, each organization needs to request that SDCOE Payroll Audit performs a Department Budget Table (DBT) rollover in PeopleSoft. This process takes any positions from 2016-17 (labeled 2017) and creates a 2017-18 record (labeled 2018) on the DBT screen in HCM.
In this example, Position 10218072 now has a “2018” record – 2018 represents 2017-18.
JOB AID AVAILABLE: If you are responsible for maintaining the DBT for your organization, please review the job aid titled DBT Rollover from 2017 to 2018 v1.0.pdf (2 pp.). It contains important information regarding things to do prior to and after the rollover.
“Will all existing combo codes on the DBT automatically rollover to 2017-18?” “When will the 2017-18 DBTs be available for updating?” “What do I need to know when creating new positions/DBTs for 2017-18?” These are examples of DBT Rollover questions that we are starting to hear in the CRC. Please join us online on Tuesday, May 2, 2017 from 10:00-10:30 am – the CRC will conduct a short webinar to first review the DBT Rollover job aid, then answer any DBT Rollover questions you have.
Registration: Please register at https://attendee.gotowebinar.com/register/6846593317733441282. Upon registration, look for an email from Citrix/GoToWebinar with connection information.
This session will be recorded. The link to the recorded session will be sent in a future announcement.
The Absence Management Balance Adjustment Excel/CI Guide has been updated as version 1.1 with the following changes:
This announcement is posted on behalf of Sheree Stopper, Payroll Services Manager (sheree.Stopper@sdcoe.net).
From Sheree Stopper, SDCOE Payroll Services Manager: As we make arrangements to transition into the 2017-2018 fiscal year, Payroll Audit is collaborating with Retirement, MITI, and PIT to prepare the payroll processing schedule. We would value your input as well. Please take a moment to complete quick 4 question survey regarding off cycles and calculation dates. The survey will close on Tuesday, May 2, 2017 at 12:00 pm.
Please use the survey link: http://www.emailmeform.com/builder/form/v2bs8b06Zue3reUlfpcO22I3
A couple of Ed Code references to keep in mind with regards to the off cycle questions.
Beginning with the next Off Cycle on Monday, May 1, 2017, the payroll process will start an hour earlier at 2:00 pm. This was requested by users to allow more time for auditing and fixing deduction subsets by the 5:00 pm deadline. Please take note of this schedule change for Off Cycles.
On Thursday, April 20, 2017 the CRC conducted a Third Thursday demo on Finance Query Manager.
The topics included:
Finance Query Manager training will be offered in June 2017, and a workshop is being held in July. Details are below. Please register using Go Sign Me Up. For assistance, please contact Lori Free-Trout (email@example.com).
The Payroll distribution process is now complete. You can now run PEDR reports.
Please wait until the encumbrance calculation has finished before running an extract that includes encumbrances. The CRC will notify you when this is ready.
You are no longer locked out of HCM and ESS. The Payroll distribution process is not yet complete. Please hold off on running PEDR reports until notified.
We apologize for the late notification.
There is a demo of Finance Query Manager tomorrow, Thursday, April 20, 2017 from 10:00-11:00 am. Query Manager is a screen granted to a limited number of users per district or charter school. It allows you to edit PeopleSoft queries and create new ones using limited tables.
Here are reasons you might want to log on to view the demo: (1) to learn about the rollout of Finance Query Manager, including future training opportunities, (2) to see the basic use of Query Manager during the demo portion, and (3) to know what’s being recorded so you can refer to it later (or point others from your organization to the recording later).
Here’s the link to the announcement that contains information on how to register if you’re interested: http://crc.sdcoe.net/announcements/peoplesoftnews/peoplesoftthirdthursdaydemo042017financequerymanagerfordistricts. If you cannot attend, the session will be recorded and available for playback on our Third Thursday webpage at http://crc.sdcoe.net/calendar/peoplesofttraining/thirdthursdays.
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