PeopleSoft Upgrade 2022

ESS Users (All Employees)

https://ess.erp.sdcoe.net

1. Clear Cache. IMPORTANT - Clear your cache on your browser or smartphone before you log in for the first time after the upgrade. Click the link for instructions.

2. You will have the same functionality/access as before. No additional functions were added in ESS.

3. Smartphone users: You can use your phone to access ESS and see the same thing you would see from our computer.

4. My Profile for password reset and security question set up is now located on the NavBar.

HCM/Finance Users

https://peoplesoft.erp.sdcoe.net

1. Clear Cache. IMPORTANT - Clear your cache on your browser or smartphone before you log in for the first time after the upgrade. Click the link for instructions.

   • Choose the Time Range for All Time or Beginning of Time when clearing cache

2. Tiles bring a more modern look and feel to PeopleSoft.

3. Quick Links tile will take you to the same page you were used to prior to the upgrade. The only difference if that HCM and Finance Quick Links are separate.

4. What do I do if I cannot find the page I am looking for:

   • Use the Quick Link tile

   • New Search feature can be used to locate a page

   • Favorites - if you added a page to favorites, they wll still be there

   • NavBar Navigations are still there

5. HCM, Manage Position Tile, View Position Page, in the Budget String / Combo Code section:

   • The Combo Code Data displayed is for the year of the effective date of the position. The effective date of the position is at the top of the View Position Page.

     • The only exception is for Positions with a 01/01/1901 effective date, which was used for conversion purposes only during the implementation of PeopleSoft. The DBT Data will be blank because there is no DBT Data to display for the year 1901.

   • Go To Department Budget Table link will take you to the DBT row for the Effective Date of the Position that is shown at the top of the View Position Page. This may not be the most current fiscal year row on the DBT.

   • For users with no access to the Mange Position Tile or the Go to Budget Table link: Run the query M_HR_DBT_EARN_TAB for Position DBT information.

HCM & ESS Issues List

• Issue (05/02/22): CI Authorization error when changing federal holdings

  • • Resolved (05/05/22): Missing permissions were updated to resolve this issue

• Issue (05/02/22): Some or all of Favorites are missing

  • • Resolved (05/03/22): In order for the new upgrade functionality to take effect, you will need to clear cache for all time and close browsers completely. This has resolved the issue for most users. You should also check to be sure you are logged into the Portal and not Employee Self Service. You may also need to remove old bookmarks.

• Issue (05/02/2022): Current Benefit Summary page when accessing from the Benefits Adm Tile is not accessible:

  • Work around: use the individual Benefits pages via the NavBar: Benefits > Review Employee Benefits > Current Benefit Summary.

• Issue (05/03/22): Old Add/Update Position navigation still active and is on the HR WorkCenter. When using these to updated data, updates are not carrying over to the new Maintain Position screen tables .

  • Work around: Do not use old navigation. Use the new Maintain Position tile. Verify any transactions you have done using this navigtion have gone through. These links will be disabled.

  • Resolved (05/09/22): Old navigations have been removed. Use the new Maintain Position tile.

• Issue (05/03/22): Offboarding emails going to employees at districts that are NOT using the new Recruiting module. Only Recruiting district employees should be receiving these.

  • Resolved (05/09/22): Only recruiting district employees will now get the offboarding and onboarding emails.

• Issue (05/03/22): When using Secure Auth, if on My FSCM Homepage dropdown and want to go to My HCM Homepage , it does not appear in the dropdown. Have to log out completely to get it to appear again

  • Resolved (05/05/22): Web Profiles were updated to resolve this issue.

• Issue (05/04/22): Users with the M_HR_POSN_MGMT_RDO do not have access to the Manage Position tile.

• Issue (05/12/22): Company Directory: Currently the phone number that shows in the company directory is which ever is marked Preferred in the Personal Data screen under Contact Details. This could be a Business, Cell, FAX, or Home number.

  • Resolved:This is being replaced by Business number only, if there is one. If no Business number is listed on the Contact Details, then no phone number will display on the Company Directory.

• Retrofitting (05/03/22): Queries: As part of the PeopleSoft upgrade we are retrofitting 1,000 queries that use the position tables in PeopleSoft HCM.

• All public and private queries are being updated to use a new position data table in PeopleSoft.

• Because the new position table includes a sequence number, queries are being updated to pull the highest sequence number for a given effective date.

• Query updates are being made in a test environment and will be moved into production in groups once they have been tested.

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• Issue: Work around: Resolved:

Finance Issues List

• Issue (05/02/22): PO's not dispatching

  • Resolved (05/05/22): PO Dispatch via email issue is resolved. Due to directory sizing issue, the new file location server paths were adjusted to fit the maximum requirement of the new PO report.

• Issue (05/02/22): POs not printing signature and logo

  • Resolved (05/02/22): Issue has been resolved. System was not accessing the correct file that store images of logos and signatures.

• Issue (05/02/22): Some or all of Favorites are missing

  • Resolved (05/03/22): In order for the new upgrade functionality to take effect, you will need to clear cache and close browser completely. This resolves Favorites issue for most users.

• Issue (05/03/22): When using Secure Auth, if on My HCM Homepage dropdown and want to go to My FSCM Homepage, it does not appear in the dropdown. Have to log out completely to get it to appear again.

  • Resolved (05/05/22): Web Profiles were updated to resolve this issue.

• Issue 05/09/22: Data for Districts reports not populating

  • Resolved: Districts should expect to receive only the results for the queries that run to success starting today, Wednesday, May 11, 2022, as of 10:30 am. Past unsuccessful instances didn’t generate any output.

• Issue (05/03/22): Conversation is no longer an option for vouchers on hold. In its place is a hyperlink that doesn’t go anywhere.

• Issue (05/12/22): Company Directory: Currently the phone number that shows in the company directory is which ever is marked Preferred in the Personal Data screen under Contact Details. This could be a Business, Cell, FAX, or Home number.

  • Resolved: This is being replaced by Business number only, if there is one. If no Business number is listed on the Contact Details, then no phone number will display on the Company Directory.

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