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PeopleSoft Announcements

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

May 2019 Position Control “Third Thursday Demo” available for playback

posted May 23, 2019, 5:22 PM by Peyri Herrera

The recorded Third Thursday demo of Position Control in PeopleSoft is now posted on the Third Thursday page. Position Control goes beyond the Add/Update Position screen in PeopleSoft and often staff from different departments across HCM and FIN are involved in the management and maintenance of Positions. In this presentation we highlight existing resources and queries that can help make cross-department planning, communicating, timing, and auditing easier. We explain some PeopleSoft components related to Position Control on the horizon that will be available to districts in the future. We demo a query to help audit departments on the DBT, Position, and Job Data. We also include time-sensitive reminders about this year’s DBT Rollover Process. For your convenience, below are the links to the demo and presentation materials.

Position Control
Demo (43 min) | Presentation (18 slides)

New Requisition Query – M_REQ_PRE_ENCUMB_BALANCE

posted May 23, 2019, 12:12 PM by Barbara Thiss

"New" image

The new M_REQ_PRE_ENCUMB_BALANCE query identifies the Requisition ID and remaining line item balances for requisitions that have not been completely sourced into a Purchase Order and for which the Requisition Final Function has not been used during the sourcing process. The query results match the Add/Update Requisition screen.

This query can help identify balances throughout the year and especially at year end when all encumbrance balances must be cleared in order for districts to close their books.
  • Identifies the requisition and remaining line item balance
  • Includes inventory requisitions
  • Can be used in conjunction with FAR_ENCUMBRANCE_LEDGERS or M_ENCUMBRANCE_LEDGERS_SUM. These two queries aggregate balances by ChartString and provide no transaction details
NOTE: The query results match to the Add/Update Requisitions screen. If total outstanding pre-encumbrance balances do not match one of the existing encumbrance queries that totals by ChartString, then it is likely that a KK_NO_POST entry will need to be done to clear the balance. These discrepancies can be caused by cross-year issues when requisitions are created.

Query parameters

Query results


May 2019 Payroll Distribution Status 1 of 3 – PEDR AVAILABLE

posted May 23, 2019, 9:31 AM by Peyri Herrera

On Wednesday, May 22, 2019, 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 of 3

CAB Town Hall coming to SDCOE tomorrow, Wed, 05/22/19 at 10 am

posted May 21, 2019, 9:42 AM by Peyri Herrera   [ updated May 21, 2019, 9:57 AM ]

Town Hall Meeting

The PeopleSoft Customer Advisory Board (CAB) members would like to invite all PeopleSoft HCM and Finance Users to join them for a friendly and informative “town hall” meeting tomorrow, May 22, 2019 from 10:00 am - 12:00 pm at the San Diego County Office of Education. If you use PeopleSoft in any way, this is an opportunity to meet the district staff who represent the PeopleSoft Districts and hear how decisions are made as to what functions and enhancement are implemented in PeopleSoft. Please join in person for an interactive, discussion-based forum!

Photos from the first CAB Town Hall

AT SDCOE - Registration link: CAB Town Hall Meeting (Central)

  • Wed, May 22, 2019 from 10:00 am - 12:00 pm
  • SDCOE Rm 401/402, 6401 Linda Vista Rd, San Diego, CA, 92111
  • Districts registered: Ramona, La Mesa-Spring Valley, Coronado, SDCOE
  • Can’t attend in person? Join online at 10 am: https://sdcoe.zoom.us/j/976047683
To register for the North County town hall on May 30 please refer to the announcement posted on May 6.

For assistance with registration, please email Lori Free-Trout at lfreetrout@sdcoe.net. If you have any questions about this event, please email cab@sdcoe.net.

You are no longer locked out of HCM/ESS (05/21/19)

posted May 21, 2019, 8:13 AM by Barbara Thiss   [ updated May 21, 2019, 9:32 AM ]

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.

NOTE: Time Administration Process will remain ‘On Hold’ during the start of Payroll Distribution:

  • In an effort to improve process performance during payroll distribution, TL_TIMEADMIN will remain on hold. It will be restarted after Encumbrances are completed. Watch for announcement of Payroll Distribution Status 2.
  • Approved Entries made to the timesheet will be processed into payable time when TL_TIMEADMIN is resumed. We expect the impact to timesheet entries to be minimal as the process will be resumed well in advance of the scheduled off-cycle.

EBS is temporarily “holding” all HCM queries scheduled to run during Payroll

posted May 20, 2019, 1:21 PM by Barbara Thiss

Please refrain from scheduling HCM queries until after Payroll.

At 5:00 tonight, EBS will temporarily “hold” HCM queries scheduled by users to prevent interference with payroll processing. These queries will resume their regular schedules on Tuesday, May 21, 2019 after payroll is confirmed. Any additional queries that are scheduled during Payroll will also be put on hold.

Related announcement: Suspension of nightly HCM processes during payroll processing and distribution (posted 8/15/18)

All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Mon, 05/20/19 at 5:00 pm

posted May 20, 2019, 1:21 PM by Barbara Thiss

At 5:00 pm tonight, Monday, May 20, 2019, 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.

Updated Absence Management Queries – M_AM_SICK_VAC_LIABILITY and M_AM_SICK_VAC_LIABILITY_COMBO

posted May 17, 2019, 4:13 PM by Barbara Thiss

The M_AM_SICK_VAC_LIABILITY and M_AM_SICK_VAC_LIABILITY_COMBO queries were updated to show the most current Calendar Group ID from the Results by Calendar screen (Main Menu > Global Payroll & Absence Mgmt > Absence and Payroll Processing > Review Absence/Payroll Info > Results by Calendar) for the Calendar ID queried. Previously, the query would show the matching Calendar Group ID, rather than the most current row.

The previous version of the query would pull row 1 of 3 from Results by Calendar in the below example, where the Calendar ID and Calendar Group ID both are 2019-02:

Previous version of query

Updated query will show the most current row, which is row 3 of 3 in the below example for April’s Calendar Group ID of 2019-04. Notice the updated sick balance/take amounts:

Updated version of the query's results

New Payroll Query – M_CIVIL_RIGHTS_DATA_COLLECTION

posted May 17, 2019, 3:57 PM by Barbara Thiss

New

The M_CIVIL_RIGHTS_DATA_COLLECTION query was created to provide data for the Civil Rights Data Collection (CRDC) survey. This query was built per district request and includes fields from Job Data, Position Data, Department Budget Table (DBT), and Earnings from the time frame selected.

Query parameters

Query results page 1

Query results page 2





Updated HCM Queries – May 2019

posted May 17, 2019, 3:48 PM by Barbara Thiss

The following HCM queries have been added/updated per client requests. 

  • M_CIVIL_RIGHTS_DATA_COLLECTION
  • M_AM_SICK_VAC_LIABILITY
  • M_AM_SICK_VAC_LIABILITY_COMBO
The sections below provide descriptions of the HCM query updates.

If you have questions about any of the HCM query changes, please contact the Customer Resource Center (CRC) by submitting a Service Portal (ServiceNow)
ticket or calling 1-800-289-1500.

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