PeopleSoft Upgrade on Mon, May 7, 2018 – NEW FUNCTIONALITY FOR USERS

posted Apr 9, 2018, 5:20 PM by Peyri Herrera
On March 22, 2018, we let you know that the Education Business Systems (EBS) team is hard at work planning an update to the Oracle PeopleSoft Finance and Human Capital Management systems, which will occur May 4-6, 2018. All users will have access to the upgraded system by 7 am Monday, May 7. While most user screens and functionality will not change, there are several new features to look forward to. We have provided some highlights below.

HCM

  • Job Data: You can now enter Notes (notepad icon) and data will not be removed when a row is added and/or correct history is used. 
  • Timesheet: You can now add the Timesheet as a Favorite and access it from the Favorites menu. 
  • Add/Update Position Info: You can now enter an Effective Date when clicking the Initialize Button. 

EMPLOYEE SELF-SERVICE (ABSENCES)

  • For districts that use ESS for Absence Requests – Cancel button: A Cancel button is now on the Absence Request History screen to cancel an absence request; improved because you do not need to click Edit any longer to access it.

FINANCE

  • All Finance screen Description fields: When typing in the Description field, it now tells you the # of characters remaining as you type. 
  • Budget Transfers: You can now copy budget transfer journals. 
  • ePro Requisition Express Entry: Will allow for duplicate Item descriptions. The requester will be able to continue to process the requisition versus not being able to complete the requisition. 
  • ePro Chartfield Prompts: Are now working for newly added Chartfield Values and can be used when creating a new requisition. 
  • ePro Requisition Settings: Previously multiple ChartStrings using the Requisition Settings link from eProcurement returns with the message "Cannot retrofit percent..." This has been fixed and you can now use requisition settings link for multiple ChartStrings. 
  • Purchase Orders: You now have the ability to edit/change the Category Code on POs that have not been dispatched. 
  • For districts that use Financial Asset Management – Split-funded assets: A split-funded asset now loads correctly to the Asset Management table. 
  • For districts that use Travel & Expenses – Create/Modify Travel Authorization: The Create/Modify TA screen now looks just like the Expense Report page. This means data entry will match exactly how you enter information on the Expense Report. 
  • For districts that use Travel & Expenses – Withdraw TA Button: Users will be able to withdraw a TA after it has been submitted as long as it has not been processed by an approver. 

Our EBS team will continue to communicate clearly and in a timely manner with district contacts, holding check-in phone calls with each participating local education agency as well as ongoing support throughout the upgrade and following weeks.

If you have any questions, please contact the following team members: