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PeopleSoft Announcements

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

December 2017 Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED

posted Dec 15, 2017, 1:42 PM by Peyri Herrera

All payroll distribution, including encumbrances, is complete for December 2017 payroll. Expense journals and cash journals posted the night before 12/15/2017.

Payroll Distribution Status 3

PeopleSoft Third Thursday Demo (12/21/17): How To Do Preliminary Research on Payroll Encumbrances

posted Dec 14, 2017, 2:13 PM by Peyri Herrera

Third Thursday Demo

This month's Third Thursday topic is How To Do Preliminary Research on Payroll Encumbrances. HCM and Finance users will learn how to research payroll encumbrance issues and resolve them prior to (or in place of) submitting a HEAT ticket. Learn how to use a new checklist tool and view an example. We selected this topic as a follow-up to the November Payroll Encumbrances User Group Meeting.

Date/Time: Thursday, December 21, 2017 from 10:00 - 11:00 am

Registration: https://register.gotowebinar.com/register/1968097613818043650. Registration is required. Upon registration, look for an email from Citrix/GoToWebinar with connection information.

Can’t join us live? This session will be recorded and available for playback on our Third Thursday webpage at http://crc.sdcoe.net/calendar/peoplesofttraining/thirdthursdays.

Possible impacts to PeopleSoft performance on Sun, 12/17/17

posted Dec 14, 2017, 2:08 PM by Peyri Herrera

Please note that on Sunday, December 17, 2017 PeopleSoft maintenance will be performed that could result in performance degradation. There will be no downtime. Scheduled processes will not be impacted.

There is a small chance that there could be an issue with one of the Application Servers following this work. Please enter a HEAT ticket if you experience intermittent behavior where a process works for one user but not another. Check the Application Server you are on by clicking Control + Shift + J. If you are on AP03, log completely out of PeopleSoft and the log back in. This is to try and get you on a different Application Server so your process can work.

Application Server

Welcome new analyst Kay Pugh

posted Dec 13, 2017, 5:21 PM by Peyri Herrera

From Peyri Herrera, CRC: I am very pleased to announce that Kay Pugh has joined the SDCOE Customer Resource Center as a Systems Analyst within our Finance unit. Kay has over 25 years of finance-related education and experience with the last seven in school business. Her strengths are in budgets, account reconciliation, analysis and training; however she has experience in almost all aspects of accounting. Her previous positions include Accounting Technician/Accountant (Oceanside USD), Budget Analyst (Escondido UHSD), and Accounting Director (Bonsall USD). Prior to working in school business, Kay was an instructor at MiraCosta College where she taught MS Office Suite. She enjoys training both finance and finance-related software to help people merge the two together to gain a better understanding of procedures and outcomes. She is excited to be in the CRC and looks forward to working with you.

December 2017 Payroll Distribution Status 2 of 3 – OFFLINE EXTRACTS AVAILABLE

posted Dec 12, 2017, 11:20 AM by Peyri Herrera

Below shows the progress of the entire payroll distribution process.

Offline Districts: Payroll encumbrances and extracts for Offline Districts are available in HCM for December 2017 payroll.

Payroll Distribution Status 2

PeopleSoft Finance, HCM, and ESS unavailable 6:00 pm Fri, 12/22/17 thru 6:00 am Thu, 12/28/17 in preparation for Project Costing Implementation

posted Dec 12, 2017, 11:01 AM by Peyri Herrera

PeopleSoft Finance, HCM, and Employee Self-Service (ESS) will be unavailable due to maintenance of the Project_ID field. The system will be unavailable from 6:00 pm on Friday, December 22, 2017, through 6:00 am on Thursday, December 28, 2017.

Finance and HCM users: Due to the Project Costing module being implemented in PeopleSoft Finance, a change in the field used for the Resource ChartField will be made during the holiday break. The field names are consistent with SACS reporting; therefore, the change will be generally transparent to users. For example, when entering a requisition or a journal entry in Finance you will still see a field labeled “Resource”; when searching for combo codes on the DBT, you will still see a field labeled “Resource.” Behind the scenes this field will now be ChartField1 instead of Project_ID.

If you have any questions about this maintenance, please contact Jeff Collum at (858) 569-3026.

November 2017 Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED

posted Dec 11, 2017, 1:36 PM by Peyri Herrera

All payroll distribution, including encumbrances, is complete for November 2017 payroll. Expense journals and cash journals posted the night before 11/30/2017.

Payroll Distribution Status 3

REMINDER: Look for 3 “Payroll Distribution Status” messages for each payroll

posted Dec 11, 2017, 9:15 AM by Peyri Herrera

As a reminder, please look for three "Payroll Distribution Status" messages for each payroll:
  • Payroll Distribution Status 1 of 3 – PEDR AVAILABLE (It shows 1 green box)
  • Payroll Distribution Status 2 of 3 – OFFLINE EXTRACTS AVAILABLE (2 green boxes)
  • Payroll Distribution Status 3 of 3 – ALL PAYROLL PROCESSING COMPLETE, ENCUMBRANCES UPDATED (3 green boxes)

December 2017 Payroll Distribution Status 1 of 3 – PEDR AVAILABLE

posted Dec 11, 2017, 9:15 AM by Peyri Herrera

On Friday, December 8, 2017, we sent an announcement asking you to hold off running PEDR reports until notified. This is a follow-up message. The Payroll expense 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 when Status 3 of 3 is sent.

Payroll Distribution Status 1

Changes made in 1099 Supplier Mismatch Report processes

posted Dec 8, 2017, 10:41 AM by Barbara Thiss

We have made changes in 1099 Supplier Mismatch Report processes that will save you a few steps. You will no longer need to run the Wthd Voucher/Supplier Mismatch processes. Just run the M_AP_WITHHOLDING_MISMATCH_UNIT query the day after Supplier changes have been made.

Here are steps to get Mismatch information:
  • Make Supplier changes 
  • Wait for: 
  • Overnight process for Supplier updates 
  • Overnight process for the Wthd Voucher/Supplier Mismatch processes 
  • Next day, after 7:15 am, run the M_AP_WITHHOLDING_MISMATCH_UNIT query to see Supplier mismatches 
  • If there are still mismatches, repeat these steps. 
As always, if you have any problems or questions put in a HEAT ticket and the CRC will help you to resolve them.

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