PeopleSoft Third Thursday Demos

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Recent Demos

  • September 2020:  Updating Tax Withholding Forms on Employee Self-Service
  • August 2020: Using HCM queries to find errors/issues before Payroll is run WATCH RECORDED DEMO
  • February 2020: New W-4 Changes for 2020. WATCH RECORDED DEMO
  • January 2020: Service Now Updates. WATCH RECORDED DEMO
  • December 2019 - PeopleSoft Tools Changes and 12/23 Go Live WATCH RECORDED DEMO
  • November 2019 - Service Now Changes WATCH RECORDED DEMO
  • October 2019 - Updates to PeopleSoft User Experience Since Fluid Rollout WATCH RECORDED DEMO
  • September 2019 - Fluid User Experience and Improvements. WATCH RECORDED DEMO

About the Demos

Each third Thursday of the month we pick a different topic and conducts a short webinar to give you exposure to PeopleSoft. Topics are related to Finance (Purchasing, Accounts Payable, Budget Monitoring, and so on) and Human Capital Management (Human Resources, Absence Management, Time & Labor, Payroll, and so on). For upcoming demos, registration is required; the URL and connection information will be sent to you upon registration. All previous demos were recorded and can be viewed online. If you would like to submit an idea for a topic, please email Barbara Thiss at

General Demos

HCM Demos

Personnel Action Forms (PAF) Video
Personnel Action Forms (PAF) (Feb 2015)
Adding a New Hire from Start to Finish Video
Adding a New Hire from Start to Finish (Apr 2015)
Review of Benefits Administration Video
Review of Benefits Administration (Aug 2015)
Creating a New DBT When the Department Changes on the Position Video
Creating a New DBT When the Department Changes on the Position (Feb 2016)
ntering Time on the Timesheet Video
Entering Time on the Timesheet (Apr 2016)
Combo Codes 101 Video
Combo Codes 101 (Jun 2016) See Aug 2018
Retiree Benefits Video
Retiree Benefits (Oct 2016)
Employee Names vs User Names Video
Employee Names vs User Names (Dec 2016)
Queries to Improve Payroll Processing VideoUsing Queries to Improve Payroll Processing
(Feb 2017)
HR Date Fields Video
HR Date Fields (Jun 2017)
HCM Query Reference Guide Video
How To Do Preliminary Research on Payroll Encumbrances
How To Do Preliminary Research on Payroll Encumbrances (Dec 2017)
Query Manager HCM
Query Manager HCM: Things To Consider
(Feb 2018)
Job Data Sample Setups
Job Data Sample Setups (Apr 2018)
New and Revised HCM Queries
New and Revised HCM Queries (Jun 2018)
Job Data Notepad
Job Data Notepad (Jul 2018)
Combo Codes
Everything You Need to Know About Combo Codes Since You Implemented PeopleSoft HCM
(Aug 2018)
Preparing Your Spreadsheet for Mass Salary Updates
 Position Control in PeopleSoft
Position Control (May 2019)
 Update Tax Data screen
New W-4 Changes for 2020 (Feb 2020)

Using HCM queries to find errors/issues before Payroll is run (August 2020)

Finance Demos

Procure-to-Pay Process Video
Procure-to-Pay Process (Jan 2015)
Finance Queries Video
Finance Queries (Mar 2015)
Finance Workflow Video
Finance Workflow (May 2015)
Budget Inquiry Video 
Budget Inquiry (Jul 2015)
Viewing an Existing Purchase Order Video 
Viewing an Existing Purchase Order (Sep 2015)
Direct Journals Deposits Video
Direct Journals Deposits (Oct 2015)
Supplier Management Video
Supplier Management (Dec 2015)
Manager Approvals in PeopleSoft Finance Video
Manager Approvals in PeopleSoft Finance (Mar 2016)
Import Budget Journals from a CSV File Video
Import Budget Journals from a CSV File (Jul 2016)
TA and ER Quick Start Directions Video
TA and ER Quick Start Directions
(Sep 2016)
1099 Processing Video
1099 Processing
(Nov 2016)
Auditors Transfer Video
Auditor’s Transfer Processing Updates
Effective February 1, 2017 (Jan 2017)
Clearing Payroll Suspense Video
Clearing Payroll Suspense (Mar 2017)
Finance Query Manager Video
Finance Query Manager (Apr 2017)
Working Budget Demo
Working Budget (May 2017)

 GL Journal Import Process  Year End Purchasing Issues and Solutions
How to Enter a TA
How to Enter a Travel Authorization for SDCOE and Lakeside (May 2018)
AP Voucher Import Process
 Streamlining Accounts Payables for Direct Vouchers
(Aug 2019)

Demos by Year/Month


October 2020: Updating Tax Withholding Form on Employee Self-Service
  • Date: Friday, October 16, 2020
  • Description: In this demo, the new ESS tax withholding form that employees can complete themselves
  • Demo (25:30 min) | Presentation (6 slides) 
August 2020: Using HCM queries to find errors/issues before Payroll is run 
  • Date: Thursday, August 20, 2020
  • Description: In this demo, we will discuss how to use HCM queries
  • Demo (28:23 min. ) | Presentation (15 slides) 

February 2020: New W-4 Changes for 2020
January 2020: Service Now Portal Updates
  • Date: Thursday, January 16, 2020
  • Description: In this demo, we will discuss SDCOE Service Portal feature changes, demonstrate request vs problems and share upcoming changes.
  • Demo (25:20 min) | 


December 2019: PeopleSoft Tools Changes and 12/23 Go Live
November 2019: ServiceNow Changes
  • Date: Thursday, November 21, 2019
  • Description: In this demo, we will share upcoming changes to the SDCOE Service Portal, discuss why these changes are being made and how this will make it easier for you to receive support and cover new functionality and user interface changes.
  • Demo (16 min) | Presentation ( 4 slides)
October 2019: Updates to PeopleSoft User Experience Since Fluid Rollout
  • Date: Thursday, October 14, 2019
  • Description: In this demo, we will discuss changes that have occurred since the rollout, cover the “Things to Be Aware Of” list, offer tips, tricks and other updates and review outstanding issues.
  • Demo ( min) | Presentation ( 7 slides)

September 2019: Fluid User Interface
  • Date: Thursday, September 19, 2019
  • Description: In this demo, you will learn about the new Homepage that replaces the current Portal page. See how having alerts and notifications on the main page can save you time. Get a sneak peek of the 6 new WorkCenters that put your links, queries and reports right at your fingertips. Marvel at the newly designed ESS pages that put your current paycheck information front and center.
  • Demo (41 min) | Presentation (9 slides)
August 2019: Streamling Accounts Payable for Direct Vouchers
  • Date: Thursday, August 15, 2019
  • Description: In this demo, learn about the import spreadsheet to create multiple Direct Vouchers at one time, on-demand for Mass Budget Checking and Mass Submit Vouchers for Approval.
  • Demo (26 min) | Presentation (38 slides)

July 2019: Using WorkCenters to Streamline Your Work
  • Date: Thursday, July 18, 2019
  • Description: In this demo, learn about “one-stop shops” known as WorkCenters. See how WorkCenters can streamline your work and improve efficiency. See mockups of 6 WorkCenters planned for the Fluid rollout in October 2019.
  • Demo (26 min) | Presentation (35 slides)
June 2019: PeopleSoft ESS Fluid Sneak Peek & Reminders
  • Date: Thursday, June 20, 2019
  • Description: In this demo, we show how ESS will look after the upgrade to Fluid, including View Paycheck and Absence Request screens. We present a survey to collect feedback about the ESS Homepage interface. We also demo how managers can set their PeopleSoft "out of office" using the Alternate User function so routings are temporarily sent to an alternate approver, as well as a demo of how employees can enter their PeopleSoft security question/answer so they can later reset a forgotten password.
  • Demo (32 min) | Presentation (12 slides)
May 2019: Position Control in PeopleSoft
  • Date: Thursday, May 16, 2019
  • Description: 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 and 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.
  • Demo (43 min) | Presentation (18 slides)
April 2019: PeopleSoft Fluid Sneak Peek
  • Date: Thursday, April 18, 2019
  • Description: A change to PeopleSoft is coming this summer! In our next PeopleSoft upgrade we will be turning on the Fluid User Interface, referred to as "Fluid". All employees will see the new user interface introduced by Fluid, including employees who log in to view their paychecks and perform other self-service functions. Watch this demo to learn about the project, view a 6-minute "sneak peek" video, hear about how the SDCOE is getting user feedback, and listen to the initial questions asked. For more information about the Fluid upgrade, please check for updates.
  • Demo (32 min) | Presentation (8 slides)
March 2019: How to Use the New SDCOE Service Portal
  • Date: Thursday, March 21, 2019
  • Description: In this demo we show how to log in to the SDCOE Service Portal at, search the knowledgebase, enter a new ticket, and interact with your tickets (message the agent, check the status, export). This demo is recommended for anyone who used HEAT Self-Service.
  • Demo (36 min) | Notes from Demo (1 pp.)
February 2019: Preparing Your Spreadsheet for Mass Salary Updates - M_HR_SALARY_SCHED_UPDATE Query
  • Date: Thursday, February 21, 2019
  • Description: At this demo we introduce and demonstrate the new HCM query (M_HR_SALARY_SCHED_UPDATE) to correctly prepare a spreadsheet for mass salary updates. This query contains new features including optional prompts and automatically zeroing out unnecessary columns. Columns have also been rearranged to accommodate the format that the mass update process requires for Excel-to-CI uploads. This session includes the various options you have when preparing the spreadsheet and the new audit checklist that will help you to ensure you’ve prepared your salary spreadsheet correctly.
  • Demo (28 min) | Presentation (18 slides) | Job Aid (5 pp.)
January 2019: How to Use Excel Pivot Tables to Analyze HCM Data
  • Date: Thursday, January 17, 2019
  • Description: We show you the basics of pivot tables and then how to manipulate your Job and Position data output by creating various Excel pivot tables from the M_HR_EE_VALIDATION_DIST_PROMPT query.
  • Demo (48 min) | Guide (15 pp.)


December 2018: Taking the Next Step with Employee Self-Service
  • Date: Thursday, December 20, 2018
  • Description: Is your organization interested in taking a next step with PeopleSoft Employee Self-Service (ESS) beyond View Paycheck? Learn what your options are! We will demonstrate features of ESS, how to get started, review 3 use cases, and discuss the future of ESS called Fluid.
  • Demo (39 min) | Handouts from PeopleSoft Conference 2018 (35 slides)
November 2018: Control Budget

October 2018: Highlights from the PeopleSoft Conference 2018
  • Date: Thursday, October 25, 2018 (FOURTH THURSDAY)
  • Description: The PeopleSoft Conference on Monday, October 22 offered 28 unique sessions. At this post-conference webinar we provided conference highlights - what was covered and where you can access the slides and notes from the sessions. Perfect for attendees and non-attendees.
  • Demo (28 min) | Presentation (35 slides)
September 2018: How to Use Legacy Info for Historical Lookup
  • Date: Thursday, September 20, 2018
  • Description: In this demo we explain how to use as a historical lookup tool. We covered how to log in and use the payroll reports. We also discussed the report release roadmap. During the session we tracked all questions asked to create FAQs.
  • Demo (36 min) | FAQs
August 2018: Everything You Need to Know About Combo Codes Since You Implemented PeopleSoft HCM
  • Date: Thursday, August 16, 2018
  • Description: This demo is part refresher, part new information and contains everything you need to know about combo codes since you implemented PeopleSoft HCM! We present the revised "Combo Code Schedule" that will be implemented in the near future (anticipated September 2018). This is the new timetable that shows exactly when combo codes will be created 4x per day.
  • Demo (44 min) | Combo Codes Guide v1.0 (20 pp.)
July 2018: Job Data Notepad
  • Date: Thursday, July 19, 2018
  • Description: The Notepad feature allows Job Data users to write notes specific to an Empl Record number. Directions are in the HR3 guide. During the demo, we showed how to use the Notepad to view/add/delete a note, then run the new M_HR_JOB_DATA_NOTEPAD query to export notes.
  • Demo (17 min)
June 2018: New and Revised HCM Queries
  • Date: Thursday, June 21, 2018
  • Description: 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.
  • Demo (58 min) | PowerPoint Slides (41 slides)
May 2018: How to Enter a Travel Authorization for SDCOE and Lakeside
  • Date: Thursday, May 17, 2018
  • Description: This is a demonstration of how to enter a Travel Authorization (TA) for organizations using the PeopleSoft Travel & Expenses module. We show (1) where to find the cheat sheet and full guide at, (2) how to enter a blank TA, and (3) how data entry is different as a result of the May 7 PeopleSoft Upgrade.
  • Demo (31 min) | PowerPoint Slides
April 2018: Job Data Sample Setups
  • Date: Thursday, April 19, 2018
  • Description: This is a walk-thru and explanation of the Job Data Sample Setups guide, which contains checklists, color-coded screenshots, and field information for various types of employees. We demo how to use the guide for the purpose of verifying a setup for a teacher and provide a "challenge question" to see if you can use the checklist to review a setup. We also provide suggestions on how to implement this guide.
  • Demo (52 min) | PowerPoint Slides
March 2018: How To Audit PeopleSoft Security and Why You Should
  • Date: Thursday, March 15, 2018
  • Description: During this demo we explain how to use the M_USER_ROLES query to audit users' roles in PeopleSoft HCM and Finance.
  • Demo (49 min) | PowerPoint Slides
February 2018: Query Manager HCM - Things to Consider
  • Date: Thursday, February 15, 2018
  • Description: During this demo we discuss Query Manager HCM and the things to consider before sending staff to training.
  • Demo (42 min) | PowerPoint Slides
January 2018: PeopleSoft for Password Reset Staff
  • Date: Thursday, January 18, 2018
  • Description: For M_SECURITY_LEVEL1 users. During the demo we provide a refresher on how to use Distributed User Profiles to reset passwords, especially since the PeopleTools upgrade in July 2017. We also address why you sometimes can't find employees to reset their password, how employees can reset their own passwords, what happens when a user's password expires, how to run a query to see when passwords will expire, and troubleshooting tips.
  • Demo (55 min)


December 2017: How To Do Preliminary Research on Payroll Encumbrances
  • Date: Thursday, December 21, 2017
  • Description: For HCM and Finance users interested in learning how to research encumbrance issues and resolve them prior to (or in place of) submitting a HEAT ticket. Learn how to use a new checklist tool and view an example. NOTE: A draft (v0.1DRAFT) of the checklist guide was shared during the demo. As of December 2017 this guide is not yet published/available.
  • Demo
November 2017: Year End Purchasing Issues and Solutions
October 2017: What's New in PeopleSoft?
  • Date: Thursday, October 19, 2017
  • Description: This is a high level overview of (1) What is currently in Production, (2) Phase 2 projects, and (3) the PUM system upgrade occurring in 2018. This session was originally conducted at the PeopleSoft User's Conference on October 12, 2017.
  • Audience: PeopleSoft users interested in HCM and Finance functionality in PeopleSoft
  • Demo | Handout from Conference (PDF)

September 2017: GL Journal Import Process (Using Excel)

August 2017: Exploring the HCM Query Reference Guide
  • Date: Thursday, August 17, 2017
  • Description: The long awaited HCM Query Reference Guide was unveiled during this demo. We explore the guide layout and provide HCM query tips and tricks. 
  • Audience: HCM users who run queries
  • Demo | HCM Query Reference Guide v1.0

July 2017: How to Schedule Queries and Reports
  • Date: Thursday, July 20, 2017
  • Description: "Every Monday at 6:00 am I have my Revised Budget Summary Report emailed to me." "I scheduled the Combo Code/Positions query to run daily so I can easily access the most current list without having to run the query manually." Watch this demo to learn how to schedule a query or report to run on a recurrence.
  • Audience: Finance and HCM users
  • Demo | Scheduling PeopleSoft Queries and Reports v1.0.pdf
June 2017: HR Date Fields
  • Date: Thursday, June 15, 2017
  • Description: In this demo we go to the Employment Data screen (linked from Job Data) and review all date fields, including the 4 “Company Optional” fields. Examples: Original Start Date, Org Instance Service Date, Absence Accrual Date, Company Optional 1, 2, 3, 4. We also show an Excel-to-CI spreadsheet option to load dates for the 4 optional fields. Then we demo the Effective Date field change that went into effect on Monday, June 19, 2017. 
  • Audience: HR staff
  • Demo | Employment Data Screen job aid v1.0
May 2017: Working Budget
  • Date: Thursday, May 18, 2017
  • Description: This PeopleSoft demo is for districts and charter schools interested in capturing data for Adopted (Working00), 1st Interim (Working01), 2nd Interim (Working02), and 3rd Interim (Working 03) budgets. The allocation process pulls the current revised budget from the system and loads it into the working budget of your choice. We will show you how to compare the original (Adopted) budget to the current Revised budget as long as your allocations are done correctly.
  • Audience: Finance staff who use working budgets
  • Demo | Working Budget Guide v1.1Third Thursday Working Budget Presentation v1.0.pdf
April 2017: Finance Query Manager
  • Date: Thursday, April 20, 2017
  • Description: This demo is appropriate for districts and charter schools interested in allowing a limited number of employees to be responsible for editing and creating queries in PeopleSoft Finance. We will explain what the Query Manager screen is, review the terms and conditions for using this particular screen, discuss the training opportunities, and demonstrate what is covered at training.
  • Audience: PeopleSoft Finance Contacts, users experienced with Excel and database structure (tables, fields, criteria, joins, etc.)
  • DemoThird Thursday April 2017 - Finance Query Manager.pptx
March 2017: Clearing Payroll Suspense
  • Date: Thursday, March 16, 2017
  • Description: In this demo we demonstrate how to find payroll items that have gone to suspense and how to clear them.
  • Audience: Finance staff that are responsible for clearing suspense.
  • Demo | Clearing Payroll Suspense Job Aid
February 2017: HCM Queries to Help Improve Payroll Results
  • Date: Thursday, February 16, 2017
  • Description: In this demo we demonstrate Queries that can be run throughout the payroll cycle to improve final payroll results.
  • Audience: HR, Benefits, Payroll staff that are responsible for entering employee data that is used for payroll.
  • Demo
January 2017: Auditor's Transfer Processing Updates Effective February 1, 2017
  • Date: Thursday, January 19, 2017
  • Description: In this demo we demonstrate changes that will occur in Auditor's transfer processing effective February 1, 2017.
  • Audience: Finance staff who are responsible for creating Auditor's Transfers
  • Demo | Job Aid


December 2016: Employee Names vs User Names
  • Date: Thursday, December 15, 2016
  • Description: In this demo we run the M_EMPLOYEE_VS_USER query in HCM and explain: Why might an employee’s name show up differently on certain screens in PeopleSoft? What is the difference between an “employee” and a “user”? Where are employees’ names entered? Where are email addresses entered and how are those email addresses used?
  • Audience: HR Department, staff responsible for maintaining or reviewing employee names and email addresses
  • Demo | Employee Names vs User Names v1.0.pdf
November 2016: 1099 Processing
  • Date: Thursday, November 17, 2016
  • Description: In this demo we show you how to (A) verify Supplier information, (B) update 1099 withholding and information, (C) report independent contractors/ASB Suppliers, (D) review the mismatch spreadsheet and fix errors, (E) update mismatch vouchers, and (F) do a final review. Refer to the 1099 guide for steps.
  • Audience: Staff responsible for 1099 processing
  • Demo | 1099 Processing in PeopleSoft v3.1.pdf | Announcement: Important 1099 dates for 2016
October 2016: Retiree Benefits
  • Date: Thursday, October 20, 2016
  • Description: In this demo we provide a high level overview of the administrative process for organizations that offer benefits to their retired employees. To set up an individual employee to receive retiree benefits, the process requires action by multiple disciplines. In order to take an employee through the entire process, you and/or your organization's colleagues need to be able to add rows to Job Data, DBT, Position, Enroll in Benefits, Additional Pay, and General Deduction screens.
  • Audience: HR, Benefits, and Payroll staff
  • Demo | Retiree Benefits Guide v1.1.pdf
September 2016: TA and ER Quick Start Directions
  • Date: Thursday, September 15, 2016
  • Description: This demo is for districts and charter schools that use PeopleSoft Travel & Expenses to create travel authorizations (TAs) and expense reports (ERs). We show how to create a TA, view a TA, create an ER from a TA, and create a blank ER. We also point out where to find directions in the T&E guide for performing additional functions. 
  • Audience: Employees who would like to learn how to enter a TA/ER (from an organization using this functionality); district office staff who would like to learn more about this functionality
  • Demo | PeopleSoft TA and ER Quick Start Directions v2.0.pptx | TE1 Travel and Expenses for Employees Guide v2.0.pdf
August 2016: Users & Roles
  • Date: Thursday, August 18, 2016
  • Description: In this demo we explain how users are set up (and how they are different than "employees" in HCM) and review Finance and HCM roles. We also show some queries you can run related to users/roles. 
  • Audience: District office staff involved with determining which roles a user should have; staff who submit HEAT tickets for Security
  • Demo | Users and Roles in PeopleSoft v1.0.pptx
July 2016: Import Budget Journals from a CSV File
  • Date: Thursday, July 21, 2016
  • Description: In this demo we walk you through the four parts of importing budget journals: (1) Populate the Excel file template (BudgetJournalTemplate.xlsx) following the specific file layout specifications, (2) Use MACRO_file.xlsm to convert the Excel file to a CSV file, (3) Use the Import Budget Journal screen to upload the CSV file, and (4) Process the created budget journal using the Enter Budget Journals screen.
  • Audience: Finance staff who work with budgets
  • Demo | Importing Budget Journals v1.0.pdf
  • Files: BudgetJournalTemplate.xlsx and MACRO_file.xlsm are available for download here in the Budget Monitoring section
June 2016: Combo Codes 101
  • Date: Thursday, June 16, 2016
  • Description: In this demo we review combo codes based on these questions:
  • What is a combo code? On which screens do they appear? How are they created? How do you read the descriptions? Which queries contain combo codes? How do you search for a combo code? How do you inactivate a combo code?
  • Audience: Finance staff who create budgets; HCM users who work with combo codes, DBT, Timesheet, and/or PAF
  • Demo | Third Thursday Combo Codes 101.pptx | Related Announcement: 10 things to know about combo codes

May 2016: Entering Absence Requests in PeopleSoft ESS
  • Date: Thursday, May 19, 2016
  • Description: In this demo we show you what it looks like when an employee enters his/her absence request in PeopleSoft ESS (Employee Self-Service) and how a manager approves the request, also from ESS. This demo is appropriate for districts and charter schools interested in implementing absence request entry in ESS. 
  • Audience: HR staff, decision makers within the organization who will opt to enable this feature
  • Demo | PeopleSoft Employee Self-Service Guide v1.2.pdf (refer to pages specific to Absences) | PeopleSoft ESS Absence Requests Presentation v1.0.pptx
April 2016: Entering Time on the Timesheet
  • Date: Thursday, April 21, 2016
  • Description: In this Timesheet demo we cover how to enter time for hourly/daily employees who will only receive a paycheck when time is entered on the timesheet and salary employees where there is an exception to the regular time worked, for example overtime, vacation, jury duty, etc. 
  • Audience: Timekeepers, Time & Labor Administrators
  • Demo

March 2016: Manager Approvals in PeopleSoft Finance
  • Date: Thursday, March 17, 2016
  • Description: This demo is for managers who need to approve Finance items, like purchasing requisitions and budget transfers. We will show (1) how to log in, enter a security question, and confirm your email address, (2) approve from the email link, (3) approve from the Finance worklist, (4) change your password, verify your email address, (5) select an alternate user for approvals for a specified date range, and (6) FAQs.
  • Audience: Managers who approve items in PeopleSoft Finance
  • Demo | PeopleSoft Finance Manager Approvals Guide v1.0.pdf | Manager Approvals in PeopleSoft Finance Presentation v1.0.pptx
February 2016: Creating a New DBT When the Department Changes on the Position
  • Date: Thursday, February 18, 2016
  • Description: Learn the steps needed when the department was changed on a position and therefore the relationship between the DBT (Department Budget Table) and the position no longer exists. As a result, a new DBT must be created with the new department number. These critical steps are necsary so the earnings and fringes for the incumbents in this position will not go to suspense based on the effective date of the department change on the Add/Update Position screen.
  • Audience: Staff responsible for maintaining the DBT
  • Demo | DBT February 2016 Third Thursday Demo.pptx
January 2016: Updating Personal Information in PeopleSoft ESS
  • Date: Thursday, January 21, 2016
  • Description: In this demo we demonstrate how employees can review and update their address, phone numbers, email address, and emergency contacts using PeopleSoft Employee Self-Service (ESS). NOTE: Your district or charter school must be live in PeopleSoft HCM to enable this feature.
  • Audience: Human Resources staff, employees who use PeopleSoft ESS
  • Demo | PeopleSoft ESS Personal Information Pagelet v1.0.pptx


December 2015: Supplier Management
  • Date: December 17, 2015
  • Description: This demo explains how to add a Supplier, review an existing Supplier, change the address for a Supplier, update Supplier information, and how to inactivate a Supplier. In addition, we will show you how the Supplier information is displayed on a Purchase Order. 
  • Audience: Finance staff, anyone responsible for Accounts Payable
  • Demo
November 2015: Personalizing PeopleSoft (HCM and Finance)
  • Date: November 19, 2015
  • Description: We demonstrate how to personalize areas within PeopleSoft (Finance and HCM) including the customizing the Home Screen, adding/editing/deleting Favorites, alphabetically perma-sorting the Main Menu, turning off Autocomplete, personalizing Columns (grid), and personalizing the tab order on pages.
  • Audience: Any PeopleSoft user (Finance or HCM)
  • Demo
October 2015: Direct Journal Deposits
  • Date: Thursday, October 15, 2015
  • Description: This demo focuses on the creation of Direct Journal Deposits in PeopleSoft Finance and troubleshooting.
  • Audience: Finance staff, anyone responsible for Journal entry
  • Demo
September 2015: Viewing an Existing Purchase Order
  • Date: Thursday, September 17, 2015
  • Description: In this demo we walk through the areas on the Maintain Purchase Orders page and explain the different components used for Purchase Orders.
  • Audience: Finance staff, Purchasing staff, Accounts Payable staff, anyone who deals with Purchase Orders
  • Demo
August 2015: Review of Benefits Administration
  • Date: Thursday, August 20, 2015
  • Description: We provide an overview of PeopleSoft Benefits Administration and demonstrate how a new hire is enrolled in benefits.
  • Audience: HCM staff, anyone responsible for Benefits Administration
  • Demo
July 2015: Budget Inquiry
  • Date: Thursday, July 16, 2015
  • Description: This demo covers Budget Overview and Details in the PeopleSoft Finance Commitment Control module. We show how to view summarized budget information, drill down to the Budget Detail level, and how to run and view budget reports.
  • Audience: District office staff involved in Commitment Control
  • Demo
June 2015: Introduction to PeopleSoft
  • Date: Thursday, June 18, 2015
  • Description: In this demo we explain how to log in to the PeopleSoft Portal, launch Finance and HCM, navigate, search and view results, and run a report. We also introduce new terminology and rules of thumb. While most of this was conducted in the Finance environment, we also show HCM (Human Capital Management) screens. 
  • Audience: Any PeopleSoft user (Finance or HCM)
  • Demo
May 2015: Finance Workflow
  • Date: Thursday, May 21, 2015
  • Description: This is a demo of PeopleSoft Finance Workflow. Workflow is used to route certain documents for approvals based on characteristics of the document. In Finance, workflow is available for purchase requisitions, direct entry purchase orders, direct entry vouchers, journal entries, and budget adjustments. 
  • Audience: Finance staff, anyone responsible for determining how documents (requisitions, purchase orders, budget adjustments, etc.) should route.
  • Demo
April 2015: Adding a New Hire from Start to Finish
  • Date: Thursday, April 16, 2015
  • Description: In this demo we go through our New Hires Checklist and demonstrate how to enter a new hire in PeopleSoft HR, Benefits, and Payroll (Additional Pay, General Deductions, Federal Tax Data, Direct Deposit). We also show high level information about Time & Labor (Time Reporter Data, Timesheet).
  • Audience: District office staff involved in HR, Benefits, Absence, Time & Labor, and/or Payroll.
  • Demo
March 2015: Finance Queries
  • Date: Thursday, March 19, 2015
  • Description: We demonstrate how to use the Query Viewer screen and show some sample Finance queries to run as HTML (for viewing onscreen) and Excel. We also explain how to create simple pivot tables in Excel using the exported data.
  • Audience: Finance staff, anyone who exports data to Excel
  • Demo
February 2015: Personnel Action Forms (PAF)
  • Date: Thursday, February 19, 2015
  • Description: This demo covers PeopleSoft Personnel Action Forms (PAFs). The PAF is a way to perform common HR jobs in PeopleSoft by routing them through the various people who must either review, add information, or approve before it goes on to the next reviewer. The focus of this demo is using the PAF to add a new position.
  • Audience: Human Resources staff and persons responsible for creating, approving, reviewing, and/or processing Personnel Action Forms
  • Demo
January 2015: Procure-to-Pay Process
  • Date: Thursday, January 15, 2015
  • Description: In this demo we explain the PeopleSoft Procure-to-Pay Process. We walk through each step of this process in PeopleSoft beginning with creating a requisition to issuing an AP warrant. Covers requisitions, purchase orders, and AP vouchers.
  • Audience: Finance staff, Purchasing staff, Accounts Payable staff, anyone who creates requisitions for ordering items and services
  • Demo

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