Hyperion Training for 2020-21 Budgeting

posted Jan 13, 2020, 3:12 PM by Rhonda Caldwell

For users that are new to Hyperion or need a refresher, we have scheduled hands-on Hyperion training for the 2020-21 budget year.
For all users, the updated Hyperion User Guide v2.5 is available on the PeopleSoft Support Website.

HYP1: Manage Position and Employee Data

• This half-day class focuses on:

• Adding a Position (Production environment)

• Maintaining Employee By Position (update/edit existing data for employees in Production)

• Running Business Rules and other tasks

  • Thurs. January 30, 2020, 9:00 am - 12:00 pm, SDCOE LL3-4

HYP2: SmartView

  • This half-day class focuses on how and when to use Smart View
  • Thurs. January 30, 2020, 1:00 pm – 4:00 pm, SDCOE LL3-4
HYP3: Using Excel with Hyperion

• This half-day class focuses on:
  • Creating an Employee History Report to audit HCM data
  • Exporting Hyperion data for additional information on auditing budget details
  • Thurs. February 6, 2020, 9:00 am - 12:00 pm, SDCOE LL3-4
To register for classes, go to GoSignMeUp. If you have a problem or questions with registration contact Lori Free-Trout (lfreetrout@sdcoe.net) for assistance.

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Suggested queries to help with auditing HCM data

To help with data auditing prior to submitting a request to pull extracts for Hyperion, here are some district-suggested queries. All queries can be found in the HCM module.

Recommended by HR users:
  • M_HR_VACANT_POSITIONS (all vacancies, encumbered/unencumbered)
  • M_HR_SAL_GRADE_STEP_BY_EMPL
  • M_PY_MCOP_VALIDATION
Recommended by Finance users:
  • FAR_POSITION_W_EE_AND_ACCOUNT
  • M_BN_HEALTH_CURR_ENROLLMENT
  • FAR_POSITIONS_VACANT (encumbered only)
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Links to Hyperion guide, forms and templates

Hyperion User Guide v2.5

Employee History Report Template 10000 Lines - UNPROTECTED v1.0.xlsx (Excel Template)
HCM Extracts Content and Audit Guidelines Job Aid v1.1
Hyperion Extracts Request Form v3.4 (PDF)
Hyperion Role Assignment Request Form (Excel, v1.0)
Hyperion Role Assignment Request Form v1.0.xlsx (Excel form)
Hyperion Troubleshooting Guide v1.0
Pseudo Data Request Template (Excel, v3.0) 

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Links to Hyperion video tutorials

Hyperion - How to Enter Data on Employee History Report Template (7:22)
Hyperion Data Export to PeopleSoft Budget Import Template (9:39)

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