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PeopleSoft Announcements

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

February 2018 Query Manager HCM “Third Thursday Demo” available for playback

posted Feb 16, 2018, 4:25 PM by Peyri Herrera   [ updated Feb 16, 2018, 4:25 PM ]

The recorded Third Thursday demo of Query Manager HCM: Things To Consider is now posted on the Third Thursday page. For your convenience, below are the links to the demo and presentation. During the demo we discussed what Query Manager is, what is covered in QY3 Query Manager HCM training, where to find the Authorization Form, how to request that you are registered for training, and things your organization should consider prior to sending employees to training.

REMINDER: Submit a HEAT ticket by end of day today 02/16/18 if your organization wants to update Control Budget Definitions for FY 2019

posted Feb 16, 2018, 11:32 AM by Peyri Herrera

Organizations interested in updating their Control Budget Definitions for Fiscal Year (FY) 2019 must submit a HEAT ticket by the end of the day today, Friday, February 16, 2018. For details, please see the announcement sent February 6.

You are no longer locked out of HCM/ESS (02/16/18)

posted Feb 16, 2018, 10:03 AM by Barbara Thiss

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.

All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Thu, 02/15/18 at 5:00 pm

posted Feb 15, 2018, 1:38 PM by Barbara Thiss

At 5:00 pm tonight, Thursday, February 15, 2018, all users' access to PeopleSoft HCM and ESS (Employee Self-Service) will be removed until payroll is confirmed, typically through the middle of the next day. This means you will not be able to access HCM or ESS during this time. You will have access to the system once payroll is confirmed. We will notify your organization's PeopleSoft HCM contacts when access has been returned.

QY3 Query Manager HCM guide and activity sheet posted online

posted Feb 14, 2018, 4:02 PM by Peyri Herrera

NEW

The CRC has posted the QY3 Query Manager HCM training materials. Updated versions will be available on the Guides & Job Aids page in the “QY3” section.

PeopleSoft QY3 Query Manager HCM Guide v1.0.pdf - The QY3 guide covers how to use PeopleSoft Query Manager HCM to create and edit private queries. NOTE: You must receive training in order to perform the functions in this guide. Version 1.0, updated 02/07/18 (80 pp.)

QY3 Activity Sheet v1.0.pdf - Activities used in QY3 training. Updated 2/8/18. (12 pp.)

Personal Information Summary screen now available in ESS

posted Feb 14, 2018, 4:00 PM by Peyri Herrera

NEW

For organizations that use the Personal Information pagelet in ESS

For districts and charter schools that have activated the Personal Information pagelet in Employee Self-Service (ESS), a new Personal Information Summary screen can now be accessed effective February 13, 2018.

Personal Information Summary link

The Personal Information Summary is a “view only” page. You cannot change data, only view it. Use this page to review your home/mailing address, phone numbers, emergency contacts, email addresses, marital status, ethnic groups, and Employee Information, including SSN, birthdate, original start date, last start date, and highest education level. IMPORTANT: Please contact your Human Resources department if any of your employee information is incorrect.

Here is a screenshot:

Personal Information Summary page

NOTE: The name at the top of the page represents the employee’s Display Name and not the Primary Name used on the W-2.

Third Thursday “Query Manager HCM” demo this Thursday at 10:00 am – REMINDER

posted Feb 13, 2018, 5:26 PM by Peyri Herrera

Is your organization considering sending staff to Query Manager HCM training? If so, please be sure to attend the Third Thursday Demo this Thursday, February 15, 2018 at 10:00 am (or watch it later on playback). To register, please see the announcement sent on February 9.

Here are the demo topics:
  • Explanation of what Query Manager is 
  • Explanation of what is covered in training, the training rollout plan, and summer/winter workshops 
  • Authorization Form 
  • How to request that you are registered for training (note there is no "self-registration" in GSMU for this course) 
  • Things your organization should consider: (1) Who should have the role to create queries? (2) What will our validation process be? (3) How will my organization manage query requests, decide on naming conventions of queries, and communicate new and updated queries? 
The following 16 organizations have registered for the demo (the # in parentheses is the number of registrations, districts with an asterisk were involved with the pilot): Cajon Valley* (2), Coronado (2), Del Mar (1), Encinitas (1), Escondido Elementary* (1), Escondido High (3), Fallbrook Elementary* (2), Julian Charter (1), Julian High (1), La Mesa-Spring Valley* (3), Oceanside (2), Ramona (2), San Dieguito (1), San Marcos (3), South Bay (3), and Vista (1).

Related announcement: PeopleSoft Query Manager for HCM available in March 2018 (2/9/18)

PeopleSoft Third Thursday Demo (02/15/18): Query Manager HCM – Things to Consider

posted Feb 9, 2018, 5:10 PM by Peyri Herrera

Third Thursday Demo

The February 2018 Third Thursday topic is Query Manager HCM: Things to Consider. Please attend this demo prior to sending staff to QY3 Query Manager HCM Training. We will discuss what is covered in training, the terms and conditions for using Query Manager, and important considerations.

Date/Time: Thursday, February 15, 2018 from 10:00 - 11:00 am

Registration: https://attendee.gotowebinar.com/register/8655479067820310785. Registration is required. Upon registration, look for an email from Citrix/GoToWebinar with connection information.

NOTE: If a team wants to watch the demo together (like in a conference room, for example) only 1 person needs to register on behalf of the team as only 1 login to the demo would be needed.

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.

PeopleSoft Query Manager for HCM available in March 2018

posted Feb 9, 2018, 5:09 PM by Peyri Herrera

NEW
 
We are pleased to announce the rollout of PeopleSoft Query Manager for HCM (Human Capital Management). Query Manager allows districts to create new HCM queries, edit existing queries created by SDCOE, and share queries with other users. This functionality was released to Finance users in 2017. We are now ready to release it for HCM users after concluding a successful pilot.

From October 2017 to February 2018, 16 users from 9 organizations piloted Query Manager HCM in a Sandbox environment. Participating organizations were Cajon Valley, Escondido Elementary, Fallbrook Elementary, Grossmont, La Mesa-Spring Valley, MiraCosta, SDCOE, and Solana Beach. Participants were asked to test the functionality; verify that they could not create queries that returned other districts’ data; provide input on the tables they could access to create queries; and evaluate the training provided by the Customer Resource Center.

Query Manager HCM Training will be offered at SDCOE on March 2, 8, 20, and 28. More information, include times, room number, and how to register, will be provided at next week’s Third Thursday Demo.

It is suggested that a limited number of employees per organization is trained. An authorization form signed by the Superintendent will be required in order for an employee to receive the Query Manager training. The form includes the terms & conditions for using Query Manager as well as a confidentiality agreement. The form is available at http://crc.sdcoe.net/requests/querymanagerhcm.

Before sending employees to training, it is highly recommended that you attend the Third Thursday Demo on Thursday, February 15, 2018 from 10:00-11:00 am so you can consider the following:
  • What are the terms and conditions of using Query Manager HCM?

  • Who should have the role to create queries? Creating queries requires experience with database structure, including tables, fields, criteria, joins, and so on. Also, remember that sensitive data can be included in queries.

  • What will my organization’s validation process be?

  • How will my organization manage query requests, decide on naming conventions of queries, and communicate new and updated queries? 
If you have any questions, please contact Peyri Herrera, Customer Resource Center Director, at pherrera@sdcoe.net or (858) 569-5463.

Submit a HEAT ticket by 02/16/18 if your organization wants to update Control Budget Definitions for FY 2019

posted Feb 6, 2018, 10:02 AM by Peyri Herrera

Organizations interested in updating their Control Budget Definitions for Fiscal Year (FY) 2019 must submit a HEAT ticket by Friday, February 16, 2018. In the ticket, provide information about the Control Budget Definition update you are interested in implementing. Approval from Finance Management is required prior to proceeding with any updates. Your ticket will be routed to the Post Implementation Team for review and next steps.

Summary information about Control Budget Definitions:
  • Definition rules offer various options for controlling expenditures against budgets. 
  • Options allow organizations to decide on the best level of budget control to avoid overspending. 
  • Options range from controlling budgets by designated ChartFields such as Fund, Resource and/or Site down to defining the controls at the full ChartField level. 
  • Cutover to the updated Control Budget Definition will be the first day of the FY on July 1, 2018. 
  • Updated Control Budget Definitions must be in place prior to creating any transactions for the new FY 2019. This includes budget journals and purchase requisitions for FY 2019. 
For further information about Control Budgets, please contact Sally Morton (sally.morton@sdcoe.net).

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