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.