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PeopleSoft Announcements

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

Two new AB119 queries available; the former M_HR_UNION_EMPL_DATA query will be retired 06/21/18

posted by Peyri Herrera

NEW

There are two new AB119 queries available:
  • AB119 Law Required Data - M_HR_AB119_LAW_REQ 
  • AB119 Law Plus Additional Fields - M_HR_AB119_LAW_PLUS (Review all the data field results and eliminate the fields your organization may not be required to report.) 
With the introduction of the two new queries, the former AB119 query called M_HR_UNION_EMPL_DATA - AB119 Employees by Union Code will be retired on Thursday, June 21, 2018.

1. AB119 Law Required Data - M_HR_AB119_LAW_REQ

The first AB119 query lists employee information for reporting to unions as required by AB 119 California New Employee Orientation Law.

Fields: Company, Empl Record, Last, First Name, MI, Suffix, Job Code, Position, Position Title, Union Code, Union Short Name, Union Name, Dept ID, Department Name, Location, Location Name, Business Phone, Business Email, Company Optional 1, Company Optional 2, Company Optional 3, Company Optional 4, Job Indicator​

AB119 Law Required Data - M_HR_AB119_LAW_REQ

2. AB119 Law Plus Additional Fields - M_HR_AB119_LAW_PLUS

The second AB119 query is labeled “PLUS”. It lists employee information for reporting to unions as required by AB 119 California New Employee Orientation Law. Additional employee contact information is included with this version of the query.

IMPORTANT! Review all the data field results and eliminate the fields your organization may not be required to report.

Fields: All Fields from AB119 Law Required query plus additional employee information fields: Employee ID, Employee Birthdate, Home Phone, Cell Phone, Address1, Address2, City, State, postal, Personal Email, Original Start Date

AB119 Law Plus Additional Fields - M_HR_AB119_LAW_PLUS

PeopleSoft system maintenance beginning on Fri, 08/03/18 at 7:00 pm until Sat, 08/04/18 at 7:00 pm

posted by Peyri Herrera

Critical security patches must be applied to PeopleSoft. PeopleSoft Portal, Finance, Human Capital Management (HCM), and Employee Self-Service (ESS) will be unavailable beginning Friday, August 3, 2018 at 7:00 pm through Saturday, August 4, 2018 at 7:00 pm.

This information will appear upon logging into Portal and ESS from June 20 through August 3, and is also posted on the CRC System Status page.

REMINDER: Online demo of “New and Revised HCM Queries” on Thu, 06/21/18 at 10:00 am

posted Jun 19, 2018, 5:21 PM by Peyri Herrera

The June 2018 Third Thursday Demo is this week! On Thursday, June 21, 2018 from 10:00 - 11:00 am we will share New and Revised HCM Queries. See and hear about 20+ new and recently revised HCM queries. To register, please see the announcement sent on June 15, 2018.

New Compensation Split query available for HR & Payroll users

posted Jun 19, 2018, 5:21 PM by Peyri Herrera

NEW
 
After a paycheck becomes available in PeopleSoft Employee Self-Service (ESS), employees can view the Compensation Split page in ESS to view their earnings in greater detail. Multiple Components of Pay (MCOPs), additional pays, stipends, payroll earnings, and items which add to the total gross are listed as line items with corresponding values.

Here is a sample Compensation Split for February 2018 as seen by Employee ID 28445 in ESS:
Compensation Split for February 2018

Effective June 18, 2018, district office staff with Payroll or Human Resources roles can run the M_PY_COMPENSATION_SPLIT query to see the same information viewed by the employees on the Compensation Split screen in ESS.

Here are sample query results for the February 2018 paycheck for Employee ID 284453. Notice how they match exactly what the employee sees in ESS.
M_PY_COMPENSATION_SPLIT query

Notes for using the M_PY_COMPENSATION_SPLIT query:
  • There are three prompts. The first, Company (Co), is a required field. Example: 099 
  • You can run the query for the following scenarios: 
    • For 1 employee for 1 pay period – Enter Prompts 1, 2, 3 
    • For 1 employee for all pay periods for which he or she had a PeopleSoft paycheck produced – Enter Prompts 1, 2 
    • For all employees for 1 pay period – Enter Prompts 1, 3 
    • For all employees for all pay periods – Enter Prompt 1 
  • A Payroll or HR role is required to run this query: M_HR_JOB_DATA, M_HR_JOB_DATA_RDO, M_HR_JOB_EDIT_ONLY, M_HR_JOB_EMPL_DATA, M_HR_JOB_EMPL_DATA_RDO, M_HR_JOB_RDO, M_HR_PERSON_CONTACT, M_HR_PERSON_CONTACT_RDO, M_HR_SPECIALIST, M_HR_SPECIALIST_RDO, M_PAYROLL_ADMINISTRATOR, M_PAYROLL_ADMINISTRATOR_RDO, M_PAYROLL_CBO, M_PAYROLL_CBO_RDO, M_PAYROLL_SPECIALIST, M_PAYROLL_SPECIALIST_RDO, M_RECRUITER, M_RECRUITING_HIRING_MANAGER, M_RECRUITING_MANAGER, M_RECRUITMENT_ADMINISTRATOR 
Related links:

Known issue with some employees’ Compensation Split listing duplicate items

posted Jun 19, 2018, 5:20 PM by Peyri Herrera

For a small population of employees who receive earnings from additional pay and/or the Timesheet, some have reported an issue with the Employee Self-Service Compensation Split link stating duplicate earnings data. The actual paycheck is not impacted; the paycheck produces the correct amount and excludes the duplicate listing.

For example, this sample employee sees a duplicate “XAR Xtra Curr Activity-Cert” earnings for $264.00 on the ESS Compensation Split screen. It is important to note that the paycheck does not include the second listing for $264.00.

Duplicate “XAR Xtra Curr Activity-Cert” earnings for $264.00

This issue has been reported to the technical team. As a reminder, to review a paycheck, district office staff can use the Review Paycheck or Review Self Service Paycheck screens (Main Menu > Payroll for North America > Payroll Processing USA > Produce Payroll > Review Paycheck / Review Self Service Paycheck). We thank you for your patience while this is being resolved.

Zoom

posted Jun 15, 2018, 5:18 PM by Peyri Herrera   [ updated Jun 15, 2018, 5:24 PM ]

The CRC and Post Implementation Team are switching from GoToWebinar and moving to a new product called Zoom as the tool for online meetings and demos. From your end, it should feel pretty similar when you attend our online sessions. We just wanted to make you aware of this change. Our first online session using Zoom will be next week’s Third Thursday Demo called New and Revised HCM Queries.

PeopleSoft Third Thursday Demo (06/21/18): New and Revised HCM Queries

posted Jun 15, 2018, 5:16 PM by Peyri Herrera   [ updated Jun 15, 2018, 5:20 PM ]

Third Thursday Demo

The June 2018 Third Thursday Demo is called New and Revised HCM Queries. See and hear about 20+ new and recently revised HCM queries that are available to you for the following areas of PeopleSoft HCM: Combo Codes, Retirement, Human Resources, Payroll, Benefits, Time & Labor, and Absence Management. Presenters will be from Education Business Systems (EBS) and the SDCOE Retirement Unit.

Date/Time: Thursday, June 21, 2018 from 10:00 - 11:00 am (One hour is blocked but we anticipate that the demo will conclude a bit earlier)

Registration: https://sdcoe.zoom.us/meeting/register/dbfa04cc442f4d7ec5b9141539e44ee6. Registration is required. Upon registration, look for an email from “Zoom SDCOE CRC” (no-reply@zoom.us) 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.

New Reason called “Personal Leave” is now available in Job Data and PAF

posted Jun 15, 2018, 11:45 AM by Peyri Herrera

NEW

A new Reason called Personal Leave (PEL) has been created. You can select it when using the Action of Leave of Absence - UNPAID (LOA) in Job Data or when creating an Unpaid Leave of Absence PAF (Personnel Action Form).

Unpaid Leave of Absence Job Data example:
Unpaid Leave of Absence Job Data example

Unpaid Leave of Absence PAF example:
Unpaid Leave of Absence PAF example

Processing Pay with No Deductions – 3 HELPFUL REMINDERS

posted Jun 15, 2018, 11:01 AM by Peyri Herrera

During the summer months, unique situations arise in regards to compensation and deductions processing. Here are three helpful reminders:
  1. You can stop a deduction, both general and benefit deductions, on the SDCOE Custom Override Deductions (Employee) screen. 
  2. You can stop a deduction, both general and benefit deductions, on the payline. 
  3. Extra care should be taken when modifying the Benefit Deductions taken and General Deductions Taken drop down menus. 
Please see details and screenshots below.

REMINDER #1: You can stop a deduction, both general and benefit deductions, on the SDCOE Custom Override Deductions (Employee) screen.

  • Main Menu > SDCOE Custom > Payroll > Processes > Override Deductions (Employee) 
  • This screen is evaluated during each calc and will load an override with a zero value for each deduction input. 
  • If the deduction is split funded between employee and employer, an override will need to be input for both of them. 
  • Uncheck any months in which you do not want the benefits to process. 
Employee Paid General Deduction: Here is an example of an employee paid general deduction that should not process in July or August.
Here is an example of an employee paid general deduction that should not process in July or August.

Employer Paid Benefit Deduction: Here is an example of an employer paid benefit deduction that should not process in July or August.
Here is an example of an employer paid benefit deduction that should not process in July or August.

REMINDER #2: You can stop a deduction, both general and benefit deductions, on the payline.

  • Main Menu > Payroll for North America > Payroll Processing USA > Update Paysheets > By Payline 
  • If the deduction is split funded between employee and employer, an override will need to be input for both of them. 
Employee Paid General Deduction: Here is an example of an employee paid general deduction that should not process during this payroll processing.
Here is an example of an employee paid general deduction that should not process during this payroll processing.

Employee Paid Benefit Deduction: Here is an example of an employee paid benefit deduction that should not process in July or August.
Here is an example of an employee paid benefit deduction that should not process in July or August.

REMINDER #3: Extra care should be taken when modifying the Benefit Deductions taken and General Deductions Taken dropdown menus.

  • In the on-cycle payroll processing, these fields should be left as the default “Deduction.” 
  • If modified, it will apply to all paylines, not just the payline detail it was input on.
Benefit Deductions taken and General Deductions Taken dropdown menus

Updated Absence Management Queries

posted Jun 13, 2018, 1:40 PM by Barbara Thiss

The Absence Management queries listed below have been changed based on requests from organizations.

District Absence Balances (M_AM_DISTRICT_BALANCES)


The Location and Location Descr fields have been added to the M_AM_DISTRICT_BALANCES query after the Dept Descr field and before the As of Period field. The length of the Empl ID % prompt was changed to 6 to match the number of characters used for the employee id number. The default value for the Empl ID % prompt was set to a percent sign (%) for extracting all employees’ absence balances. Replace the percent sign with an employee id number when you want to run the M_AM_DISTRICT_BALANCES query for a single employee.

M_AM_DISTRICT_BALANCES query parameters

All Leave Transactions (M_AM_LEAVE_TRANSACTIONS)

The Source field on the M_AM_LEAVE_TRANSACTIONS query was changed from short description to long description. For example, instead of displaying "Manager" it will now display "Manager Timesheet". The Absence Reason and Forecast Value fields have been added to the query. The fields displayed on the M_AM_LEAVE_TRANSACTIONS query were re-arranged to look more like the Absence tab on the Timesheet screen. The query's sort order was changed to include the Begin Date so absence events appear in correct date order within Name.

M_AM_LEAVE_TRANSACTIONS query parameters

Absence Audit (M_AM_ABSENCES_AUDIT)

The Source field has been added to the M_AM_ABSENCES_AUDIT query after the Duration Hours field and before the Finalized field. The Source field will display the long description, for example "Manager Timesheet".

M_AM_ABSENCES_AUDIT query parameters

If you have any questions about the changes to the Absence Management queries listed above please contact the Customer Service Center (CRC) by submitting a HEAT Self Service Ticket or calling 1-800-289-1500.

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