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Guides and Job Aids

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This Absence Management guide covers absence entry as well as administrative features such as viewing and adjusting absence balances. It has many samples of absence queries. Used for both AM1 and AM2 classes. Updated 5/1/18, v5.0 (107 pp.)              4048k v. 3 Nov 7, 2018, 10:53 AM Barbara Thiss
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This job aid shows how to enter a combo code in Absence Management effective February 2017. Updated 5/1/18, Version 2.0. (9 pp.)  242k v. 3 Nov 7, 2018, 10:52 AM Barbara Thiss
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This workbook is used if you use Absence Management and need to make any adjustments to your employees' annual accruals for the annual accruals for the new fiscal year 2019-20.   26k v. 2 May 16, 2019, 11:45 AM Barbara Thiss
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This guide describes how to process employee absences and premium pay due to COVID-19 pandemic. Updated 02/19/21 v1.1 (17 pp.)     1162k v. 3 Feb 19, 2021, 2:08 PM Barbara Thiss
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This job aid is intended for a district's Absence Administrator. Its purpose is to show how to approve absences through the Absence Event page in Absence Management (2 pp.)  129k v. 4 Nov 9, 2018, 9:08 AM Barbara Thiss
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The purpose of this guide is to provide directions for 1099 processing in PeopleSoft. Includes deadlines for 2019. Updated 8/13/20, v6.0. (25 pp.)     1115k v. 4 Nov 4, 2020, 10:48 AM Barbara Thiss
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Spreadsheet for payments to Independent Contractors outside of PeopleSoft (i.e. ASB Suppliers) for 1099 Processing in PeopleSoft (December 2014).  9k v. 2 Nov 10, 2020, 10:40 AM Barbara Thiss
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  408k v. 2 Apr 14, 2021, 8:21 AM Barbara Thiss
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This AP guide is for staff responsible for creating, processing, inquiring, and/or approving AP vouchers. It includes information for creating and maintaining supplier records. Updated 02/21/19, v6.3. (181 pp.)        8609k v. 3 May 13, 2019, 12:00 PM Barbara Thiss
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This guide was created by the SDCOE PeopleSoft Support Team for district users responsible for setting up suppliers (vendors) who wish to receive accounts payable payments via Automated Clearing House (ACH). Created 11/03/2020, v1.5 (17 pp)    1020k v. 2 Dec 17, 2020, 10:42 AM Barbara Thiss
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This file is the Direct Voucher Import spreadsheet. Instructions can be found in the AP1 guide (Direct Voucher Upload Process section).   658k v. 2 Nov 10, 2020, 10:47 AM Barbara Thiss
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  19k v. 2 Apr 14, 2021, 8:21 AM Barbara Thiss
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This presentation is from the 08/15/19 Third Thursday Demo: Streamlining Accounts Payable for Direct Vouchers. (12 slides)   769k v. 2 Aug 15, 2019, 1:27 PM Barbara Thiss
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This guide is for staff responsible for receiving payments and making deposits in the PeopleSoft Accounts Receivable module. Updated 10/09/20, v6.0. (47 pp.)      2493k v. 2 Nov 4, 2020, 11:02 AM Barbara Thiss
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FOR DISTRICTS THAT USE BILLING. This guide was created by the SDCOE Customer Resource Center for staff who create and maintain customer accounts used for invoice billing. It covers tasks related to customer management, billing, and depositing payments for invoices. Updated 08/12/2020, v4.0 (58 pp.)    2795k v. 2 Nov 4, 2020, 11:04 AM Barbara Thiss
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This guide shows you how to effectively navigate through the Approval WorkCenter by sorting and filtering different types of Finance and HCM approvals. Created 08/07/2020, v1.0 (38 pp.)  2615k v. 3 Aug 7, 2020, 4:53 PM Barbara Thiss
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This guide covers triggering benefits administration, running benefits administration for multiple people (event maintenance), running benefits administration for individual participants, processing terminations for regular employees, processing terminations for employees receiving benefits continuation, and inquiring on the benefits administration process. Includes Benefit Sync directions. Updated 10/23/20, v7.3 123 pp.)         7798k v. 2 Nov 4, 2020, 10:56 AM Barbara Thiss
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This job aid looks at a query and a report that can be used for ACA reporting. Created 10/31/2016, v1.0 (5 pp.)  481k v. 2 May 22, 2020, 11:27 AM Barbara Thiss
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This guide covers the setup of Alternative Retirement System (ARS) record in PeopleSoft for an individual employee. It explains how to adjust Employee and Employer deductions/contributions when necessary. Updated 05/14/2020, v3.1 (23 pp.)   1599k v. 3 May 14, 2020, 3:00 PM Barbara Thiss
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The Retiree Benefits Guide covers administrative process for organizations that offer benefits to their retired employees. Updated 5/1/18, v2.0 (77 pp.)  5046k v. 5 Nov 21, 2018, 7:59 AM Barbara Thiss
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This document covers the administrative process for organizations that offer a retiree incentive to their retired employees. Updated 10/10/18, v1.0 (51 pp.)  2601k v. 3 Nov 21, 2018, 7:59 AM Barbara Thiss
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This guide is for staff responsible for reviewing, troubleshooting, managing, and approving budgets in the KK module. Covers reports and queries, entering and approving budget journals, importing journals, and working budgets. Updated 02/22/21, v7.0 (121 pp.)      5433k v. 2 Feb 22, 2021, 3:49 PM Barbara Thiss
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This job aid provides steps to completing a No-Post journal to clear encumbrances. Updated 07/09/18, v 1.0 (3 pp)  255k v. 2 Apr 30, 2019, 3:48 PM Barbara Thiss
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FOR CONTROL DISTRICTS ONLY. Budget Journal Template to use for Control districts. This includes tab for PBCS Imports. Created 12/21/2020    908k v. 2 Jan 7, 2021, 10:52 AM Barbara Thiss
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FOR NON-CONTROL DISTRICTS ONLY. Budget Journal Template to use for Non-Control districts. This includes tab for PBCS Imports. Created 12/21/2020   910k v. 2 Jan 7, 2021, 10:52 AM Barbara Thiss
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Click Download. Use this macro in Part B of Importing Budget Journals v1.0.pdf.  25k v. 5 May 1, 2018, 11:34 AM Peyri Herrera
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Working Budget Import Template to use with PBCS. Updated 01/12/21  66k v. 2 Jan 13, 2021, 12:21 PM Barbara Thiss
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New Working Budget Template to use effective 12/28/17. Must use JRNLMCRO.xla with this template.   1404k v. 2 Nov 10, 2020, 2:01 PM Barbara Thiss
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Scroll down to the GL1 Use Excel to Create Journal Entries section and download the JRNLMCRO.xla file. This macro must be in the same folder as the Working Budget Excel template.    May 4, 2018, 10:43 AM Peyri Herrera
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This guide provides instructions on the CBO Dashboard that allows school business officials from school districts and charter schools to answer questions about Finance and HR data and make decisions. Updated 11/10/20, v2.0 (49 pp.)    3378k v. 2 Nov 10, 2020, 2:19 PM Barbara Thiss
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A PowerPoint presentation that demonstrates the PeopleSoft Power Business Intelligence Dashboard. Created by EBS on 02/22/19 (9 slides)    328k v. 2 Mar 8, 2019, 11:20 AM Barbara Thiss
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Video presentation that demonstrates the PeopleSoft Power Business Intelligence Dashboard. Created by EBS on 02/22/19 (55 min)  Mar 8, 2019, 11:23 AM Barbara Thiss
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This guide contains the Combo Code Schedule that lists all the jobs and times for when combo codes are created daily. Also includes information about what combo codes are, HCM screens that use them, queries, and FAQs. Published 8/16/18, v1.0. (20 pp.)  805k v. 3 Aug 16, 2018, 11:07 AM Peyri Herrera
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Combo Code presentation from August 2018 Third Thursday Demo. (30 slides)  782k v. 3 Aug 16, 2018, 11:07 AM Peyri Herrera
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Link to PeopleSoft Credentials Presentation 05-31-16.pdf (19 pp.) for screenshots and information about the screens and queries.  Sep 29, 2016, 11:54 AM Peyri Herrera
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This guide reveiw the process for scheduling queries so their results go to an FTP site. Created August 19, 2020, v1.0 (10 pp.)  808k v. 2 Aug 19, 2020, 12:56 PM Barbara Thiss
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This job aid lists the descriptions for earnings codes that may appear on employees’ paychecks. NOTE: Not all organizations use all of these codes. Please contact your organization’s Payroll Department for more information. Updated 03/04/2021, v3.0 (2 pp.)     156k v. 3 Mar 8, 2021, 11:15 AM Barbara Thiss
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This is an email template for districts to use to inform their employees of the new ESS functionality for Direct Deposit. Updated 07/02/2020 (1 p.)   40k v. 4 Jul 2, 2020, 2:31 PM Barbara Thiss
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This job aid explains the Employee Self-Service (ESS) Direct Deposit Set up for Employee Payroll. Updated 01/04/2021, v1.2 (14 pp.)    971k v. 6 Jan 5, 2021, 8:34 AM Barbara Thiss
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This presentation updates ESS Direct Deposit functionality Phase II for both the employee and district staff. Presented 07/02/2020 (9 slides)   949k v. 2 Jul 2, 2020, 9:43 AM Barbara Thiss
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This presentation reviews the new ESS Direct Deposit functionality for both the employee and district staff. It includes links to the email template to send to employees, employee guide and employee video. Presented 05/05/2020 (12 slides)  820k v. 4 May 6, 2020, 7:48 AM Barbara Thiss
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This job aid provides instructions for adding and updating Employee Federal (Form W4) and State (Form DE 4) Withholdings on the Employee Self-Service (ESS) page, https://ess.erp.sdcoe.net. Created 10/13/2020, v1.0 (9 pp)   536k v. 2 Nov 4, 2020, 1:15 PM Barbara Thiss
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This job aid shows employees how they can add/update their phone number, address, email address and emergency contact information in Employee Self-Service (ESS). Created 06/02/2020, v1.0   397k v. 2 Nov 4, 2020, 1:22 PM Barbara Thiss
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This presentation review the new ESS Personal Information screens that will now be available for employees to updated. Presented 06/09/2020 (6 slides)  558k v. 2 Jun 9, 2020, 4:41 PM Barbara Thiss
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This presentation provides an overview of the ESS Tax Withholding Forms. Refer to the webinar recording for details. Presented 10/16/2020 (6 slides)  438k v. 2 Oct 16, 2020, 9:33 AM Barbara Thiss
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PeopleSoft Employee Self-Service (ESS) Absence Requests and Approvals allows your employees to use ESS to submit leave requests that managers (“Reports To”) approve online. This document outlines the steps to take to implement ESS Absence. NOTE: If you only want to implement the read-only version of Absence Request History and Absence Balances, this document does not pertain to you. Updated 05/17/19, v1.1 (2 pp.)  105k v. 3 May 17, 2019, 10:20 AM Peyri Herrera
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For employees at districts that go live with PeopleSoft HCM. Explains how to read your paycheck. Updated 1/27/15, Version 1.0. (3 pp.)  301k v. 5 Nov 9, 2018, 3:55 PM Barbara Thiss
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This is a comprehensive guide for ESS (Employee Self-Service) users. Topics include how to log in, change your password, enroll in "Forgot My Password", edit personal information, view benefits, enter absences and view balances, approve absences (managers), and view paychecks. Updated 10/8/2020, v4.0 (51 pp.)     4067k v. 2 Nov 4, 2020, 1:08 PM Barbara Thiss
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This is an excerpt from the ESS Guide v2.0. It contains a grid that shows scenarios for using "Edit" and "Cancel" buttons on ESS Absence Request History screen. Updated 5/1/18 (1 p.)    73k v. 3 Nov 9, 2018, 3:58 PM Barbara Thiss
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For all employees who need to access PeopleSoft ESS to view paychecks. These directions cover how to log into ESS, change a password, enter a security question, and view paychecks/compensation split. Updated 09/23/19, v3.0 (13 pp.)       1081k v. 3 Dec 3, 2019, 2:28 PM Barbara Thiss
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For “HCM Only” districts that need to use PeopleSoft Finance for maintaining ChartField values. Updated 05/01/18, v3.0 (34 pp.)   1078k v. 2 Nov 26, 2018, 11:57 AM Barbara Thiss
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A brief overview to PeopleSoft Finance. Updated 5/1/18, v2.0. (5 pp.)  240k v. 2 May 1, 2018, 12:55 PM Peyri Herrera
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Lists 21 Legacy functions and their corresponding screens and reports in PeopleSoft Financials. Includes screenshots of the report parameters. (13 pp.)     786k v. 8 Apr 22, 2014, 1:49 PM Peyri Herrera
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A PowerPoint presentation that explains Finance Workflow. Created by EBS. Updated 5/21/15 (21 slides)   1559k v. 3 May 1, 2018, 12:56 PM Peyri Herrera
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This guide covers the full functionality of Assets Management which includes recordkeeping of asset items for capital ($5000) and/or physical assets ($500). This also covers maintenance of asset items which includes depreciation, inquiry and running reports. Updated 12/02/2020, v6.0 (128 pp.)    5266k v. 2 Dec 3, 2020, 2:33 PM Barbara Thiss
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This is p.13 of the FAM1 guide. It is a flowchart of integrating assets. It includes numbered steps that correspond with Part III of the guide. (1 p.)   59k v. 3 May 1, 2018, 1:11 PM Peyri Herrera
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This guide is for staff responsible for entering and approving journals entries and auditor’s transfers and maintenance in the General Ledger module. It covers journal creation, editing, submitting, approving, posting, verifying, and printing. Parts VIII and IX include reports and queries. Updated 12/03/2020, v7.0. (156 pp.)   11765k v. 2 Dec 3, 2020, 11:56 AM Barbara Thiss
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Spreadsheet used to view General Ledger Trial Balance for any Fund and Resource after entering query results for actuals and budgets. Updated 11/08/19   11676k v. 2 Oct 28, 2019, 11:38 AM Barbara Thiss
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Spreadsheet for entering journal data to import. Converts entries to text prior to pasting to GL Journal Template (Mod_JRNL1_PROD_v2).  39k v. 3 May 2, 2018, 12:08 PM Peyri Herrera
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Effective 06/02/2020, this file must be included in the folder with these 2 files for the Import Process to work:JRNL1_WS_SDF92.xlsm and JRNLMCRO_WS.xlam.   38k v. 2 Jun 3, 2020, 1:25 PM Barbara Thiss
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New GL Journal Template to use effective 06/02/2020. Must use JRNLMCRO_WS.xlam with this template.   997k v. 3 Jun 2, 2020, 1:48 PM Barbara Thiss
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This is the same macro file used prior to 12/28/17 (no change). This macro must be in the same folder as the GL Journal and Working Budget Excel templates.    256k v. 3 Jun 2, 2020, 1:53 PM Barbara Thiss
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How to create journal entries using Excel slides. This presentation is from the September 2017 Third Thursday Demo on 9/21/17. (27 slides)  1067k v. 3 May 1, 2018, 2:09 PM Peyri Herrera
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Required for ALL Excel/CI spreadsheets. Please use Internet Explorer to download this file using the Save As option with the File Type set to All Files and a File name of ExcelToCI .vbs.  5k v. 4 Mar 6, 2017, 9:33 AM Barbara Thiss
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Required for ALL Excel/CI spreadsheets. Please use Internet Explorer to download this file using the Save option.  71k v. 6 May 4, 2018, 11:05 AM Peyri Herrera
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This guide explains how to use process AM balance adjustments through Excel to CI. Updated 5/2/18, v2.0 (39 pp.)   1288k v. 4 Nov 7, 2018, 10:54 AM Barbara Thiss
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AM Balance Adjustment Entry Spreadsheet: Please use Internet Explorer to download this file.  47k v. 4 May 3, 2018, 2:31 PM Peyri Herrera
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AM Balance Adjustment Excel/CI Spreadsheet: Please use Internet Explorer to download this file.  3361k v. 3 May 2, 2018, 8:01 AM Peyri Herrera
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Instructional video for getting started with Rapid Time (43 min)   May 2, 2018, 8:02 AM Peyri Herrera
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Rapid Time Excel/CI Spreadsheet: Please use Internet Explorer to download this file.  3384k v. 8 May 2, 2018, 8:02 AM Peyri Herrera
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The Rapid Time Entry Template Spreadsheet used for entering time worked to be copied into the Rapid Time Excel/CI spreadsheet. Updated 05/29/2020.   68k v. 8 May 29, 2020, 8:46 AM Barbara Thiss
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This guide explains how to use Rapid Time through Excel to CI. It includes notes, deadlines, and cautions for using Rapid Time. Updated 12/02/2020, v3.0. (120 pp.)  3910k v. 2 Dec 1, 2020, 11:26 AM Barbara Thiss
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Presentation used in PeopleSoft HCM End-to-End Workshop. Updated 05/07/19. (15 Slides)  1413k v. 3 May 10, 2019, 3:28 PM Barbara Thiss
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Overview slide of HMC process. Updated 08/21/14, v1.0 (3 pp.)  324k v. 2 Nov 21, 2018, 1:26 PM Barbara Thiss
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Presentation used during "Paycheck - Working Backwards" session. Version 1.0, updated 02/25/16. (16 slides)  775k v. 3 Feb 25, 2016, 8:21 AM Peyri Herrera
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Contains a sample PeopleSoft paycheck stub with information about how to read and calculate the paycheck; includes a list of all screens used where information from the paycheck can be found. Version 1.0, updated 02/25/16. (10 pp.)  353k v. 4 Nov 9, 2018, 4:23 PM Barbara Thiss
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An image that describes the functions of PeopleSoft HCM and how they tie in with PeopleSoft Finance and ESS. (1 slide)  110k v. 3 Sep 19, 2014, 9:09 AM Peyri Herrera
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This presetentation was used in part with the Third Thursday Demo on 08/20/20. We cover queries that can be used to clean up HCM data to help have a successful payroll. Look under PeopleSoft Third Thursday Demos on the Resource page for the recorded webinar. Created 08/20/2020 (15 slides)  677k v. 4 Nov 9, 2020, 1:46 PM Barbara Thiss
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Addresses 11-month employees who work in their “M” Monthly position during a Short Work Break month. This was formerly published as "Attachment A." Updated 06/14/17, v2.0. (1 p.)  122k v. 2 Jun 15, 2017, 3:04 PM Peyri Herrera
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Addresses 10-month employees who work in their “M” Monthly position during a Short Work Break month. Updated 06/14/17, v2.0. (1 p.)  121k v. 2 Jun 15, 2017, 3:04 PM Peyri Herrera
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This guide is for staff responsible for HR and Payroll. It covers how to work with data of 10 and 11 month employees that are not paid their monthly pay during summer months. Updated 03/29/21, v2.0 (23 pp)    810k v. 4 Apr 15, 2021, 9:58 AM Barbara Thiss
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This is the presentation presented by SDCOE CRC and PIT on Summer Months and Short Work Break. Updated 06/04/19, v1.0 (23 pp)  684k v. 3 Jun 5, 2019, 1:09 PM Barbara Thiss
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This cheat sheet will help with timing of different items during the Summer Months Short Work Break (SWB). Created 03/29/21, v1.0 (1 p)  240k v. 2 Mar 29, 2021, 1:01 PM Barbara Thiss
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The purpose of this guide is to provide information on the HR Administrator Dashboard. The Dashboard is a web-based tool that allows Human Resource Administrators to answer questions about HR Capital Management data and make data-driven decisions. Created 10/04/19 v1.0 (52 pp.)  3199k v. 4 Dec 3, 2019, 2:10 PM Barbara Thiss
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This video presentation reviews the HR Administrator Dashboard. The Dashboard is a web-based tool that allows Human Resource Administrators to answer questions about HR Capital Management data and make data-driven decisions. Created 10-03-19 (1:07)   Dec 18, 2019, 10:59 AM Barbara Thiss
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This guide describes how to view, update, and add salary administration plans, salary grades, and steps. Lists queries you can use for Salary Administration. Updated 5/1/18, v6.0 (45 pp.)      1788k v. 4 Oct 30, 2018, 9:36 AM Barbara Thiss
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This guide explains how to view an existing position, create a new position from scratch and from a copy, and update a position. Explains how to update Job Data if position changes do not automatically flow through to the incumbent. Provides the person/desk/chair analogy. Updated 5/1/18, v6.0 (52 pp.)      1994k v. 5 Oct 30, 2018, 9:37 AM Barbara Thiss
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The presentation from the Third Thursday Demo in May 2019. Refers to existing resources and queries that can help make cross-department planning, communicating, timing, and auditing easier. Addresses PeopleSoft components related to Position Control on the horizon that will be available to districts in the future. 5/16/19 (18 slides)  679k v. 3 May 16, 2019, 9:35 AM Peyri Herrera
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One-page checklist that lists what you need to do to process a retro with no job history in PeopleSoft. Published 05/23/17, v1.0. (1 p.)  168k v. 4 Dec 13, 2018, 9:48 AM Barbara Thiss
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This job aid describes all date fields on the Job Data > Employment Data screen and provides directions for updating the dates, either manually or thru a requested data load. v1.0, published 06/14/17 (3 pp.)  336k v. 7 Dec 13, 2018, 9:51 AM Barbara Thiss
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Use this template for requesting a data load of dates on the Job Data > Employment Data screen. v1.0, updated 06/14/17.  50k v. 3 Jun 15, 2017, 8:42 AM Peyri Herrera
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This guide covers entering new hires and transfers. It also provides information on maintaining job data, entering immunizations, and running reports. Updated 5/1/18, v6.0 (100 pp.)     3437k v. 4 Oct 30, 2018, 9:38 AM Barbara Thiss
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This guide covers the various Personnel Action Forms (PAF) in PeopleSoft. The PAF is a way to perform common 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. Updated 9/3/19, v7.0 (48 pp.)     4211k v. 2 Sep 3, 2019, 9:20 AM John Vaillancourt
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This presentation focuses on how to create a new Department Budget Table (DBT) when the department changes on the position. February 2016 (14 slides).  455k v. 2 Mar 8, 2016, 2:31 PM Peyri Herrera
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This job aid provides instructions on the file preparation districts need to do before submitting request to PeopleSoft Support Team. Updated 01/17/2021, v1.0 (6 pp)   524k v. 3 Feb 18, 2021, 11:05 AM Barbara Thiss
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This job aid contains important information regarding things to do prior to and after the DBT rollover. Informtion is for rolling into 2021-22. Updated 04/14/21, v2.0 (2 pp.)      329k v. 2 Apr 14, 2021, 2:49 PM Barbara Thiss
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This guide explains how enter the Department Budget Table data on a new position (budgets called combination codes for earnings, deductions and taxes), make modifications to DBT data for an existing position, run queries, and view encumbrance definitions. Updated 5/1/18, v5.0. (73 pp.)     3447k v. 7 Nov 21, 2018, 8:09 AM Barbara Thiss
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This job aid explains how to run the M_HR_SALARY_SCHED_UPDATE query for 2 purposes; then prepare and audit your spreadheet for an Excel-to-CI upload for mass salary updates. Used at the Feb 2019 Third Thursday Demo. (5 pp.)  562k v. 2 Feb 26, 2019, 3:39 PM Peyri Herrera
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Presentation for the Feb 2019 Third Thursday Demo. At this demo we introduce and demonstrate the new HCM query to correctly prepare a spreadsheet for mass salary updates. (18 slides)  485k v. 2 Feb 26, 2019, 3:40 PM Peyri Herrera
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Video presentation on preparing your file for mass salary update. Presented 02/21/2019. (28 min)   May 22, 2020, 12:32 PM Barbara Thiss
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This guide provides checklists for Adding a New Hire from Start to Finish. These checklists cover each PeopleSoft HCM module: Human Resources, Benefits Administration, Time & Labor, and Payroll. Version 1.0 (14 pp.)  594k v. 3 Dec 13, 2018, 10:04 AM Barbara Thiss
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This job aid explains the difference between employee and user records and shows how to run the M_EMPLOYEE_VS_USER query in HCM. Used during the December 2016 Third Thursday Demo. Updated 12/15/16 (2 pp.)  482k v. 4 Dec 13, 2018, 10:07 AM Barbara Thiss
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This guide contains sample set-ups for the most common employee types in PeopleSoft. Updated 11/7/18, v1.5. (77 pp.)  5712k v. 3 Nov 7, 2018, 12:24 PM Peyri Herrera
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Third Thursday Demo Presentation for April 2018: Job Data Sample Setups on 04/19/18. (28 slides)  1662k v. 2 Apr 23, 2018, 3:56 PM Peyri Herrera
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Spreadsheet for Hyperion Training on 02/04/19  6619k v. 2 Feb 21, 2019, 9:49 AM Peyri Herrera
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Spreadsheet for Hyperion Training on 02/04/19  6602k v. 2 Feb 21, 2019, 9:49 AM Peyri Herrera
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This document explains how exception hourly employees and their positions are identified in HCM; and how FTE and salary rates are converted for Hyperion. Updated 10/16/18 v1.1 (1pp)  62k v. 2 Nov 27, 2018, 4:21 PM Barbara Thiss
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Slides from the FY19 Hyperion Meeting for Returning Districts on 10/30/18. Topics include: Hyperion refresher information, support opportunities, what's new?, auditing and extracts, and "the future of Hyperion" discussion. (32 slides)  551k v. 2 Oct 30, 2018, 2:49 PM Peyri Herrera
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An Excel version of the HCM Extracts Key from Part III of the Hyperion guide. Lists the fields in each HCM extract, including samples and descriptions. Version 1.0, updated 12/05/16.  28k v. 2 Dec 6, 2016, 9:22 AM Peyri Herrera
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This job aid lists the information on the HCM extracts and where it originates in HCM. You will use these guidelines to compare the extracts with your HCM data. Updated 10/16/18 v1.1 (4pp.)   72k v. 2 Jan 13, 2020, 8:15 AM Barbara Thiss
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Slides for HYP 1 Manage Position and Employee Data Presentation on 01/29/19 (6 slides)  380k v. 2 Jan 30, 2019, 10:40 AM Barbara Thiss
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Hands-on activities for HYP 2 Smart View training on 01/29/19 (9 pp.)  697k v. 2 Jan 30, 2019, 10:40 AM Barbara Thiss
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Slides for HYP 2 Smart View presentation on 01/29/19 (3 slides)  336k v. 2 Jan 30, 2019, 10:40 AM Barbara Thiss
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Parameters for Hyperion exercise.  13k v. 2 Feb 21, 2019, 9:49 AM Peyri Herrera
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Hands-on activities for HYP 3 Hyperion Excel and Pivot Tables training on 02/04/19 (12 pp.)   567k v. 2 Mar 6, 2019, 9:27 AM Barbara Thiss
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Slides for HYP 3 Hyperion and Excel presentation on 02/4/19 (7 slides)   345k v. 3 Mar 6, 2019, 9:28 AM Barbara Thiss
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This troubleshooting guide helps you with various scenarios within Hyperion. Version 1.0, updated 10/29/18 (27 pp.)  1194k v. 2 Oct 29, 2018, 2:36 PM Peyri Herrera
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This Hyperion guide is for all users that use Hyperion for their annual budgeting process. Updated 01/13/2020 v2.5 (172 pp.)    5652k v. 6 Jan 13, 2020, 12:19 PM Barbara Thiss
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These are the instructions to use in conjunction with the budget upload template (AdministrationExportData—BudgetUploadTemplateV3_Unprotected.xlsx). The information in this job aid is also included on the first worksheet of the spreadsheet. NOTE: For more information on using this template for the final step of exporting from Hyperion and loading into PeopleSoft Finance, please refer to the Hyperion User Guide. Updated 10/16/18, v3.1 (2 pp.)   63k v. 2 Nov 27, 2018, 4:27 PM Barbara Thiss
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FOR CONTROL DISTRICTS ONLY. Hyperion administration export data - Budget Upload template. Version 3.0, updated 01/12/18.  4249k v. 2 Jan 12, 2018, 12:42 PM Peyri Herrera
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FOR USE BY MOST DISTRICTS (NON CONTROL). Hyperion administration export data - Budget Upload template. Version 3.0, updated 01/12/18.   4249k v. 2 Jan 12, 2018, 12:45 PM Peyri Herrera
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Directions for using this template are at http://crc.sdcoe.net/announcements/peoplesoftnews/hyperionemployeehistoryreport. A video tutorial is available at http://crc.sdcoe.net/resources/peoplesoft/tutorials.  6619k v. 3 Dec 11, 2017, 4:32 PM Peyri Herrera
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Use this form to request extracts for Hyperion. CLICK DOWNLOAD for a "fillable" version that you can complete on your computer. Create a HEAT ticket and attach this form to the ticket. Provide a 1-week lead time for the request to be fulfilled. Updated 10/29/18, v3.4.   67k v. 2 Jan 13, 2020, 8:08 AM Barbara Thiss
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This spreadsheet is used ot inform the CRC of your district’s Hyperion user role assignments  334k v. 3 Dec 11, 2017, 4:32 PM Peyri Herrera
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Pseudo Data Request Template updated December 2018.  15k v. 2 Dec 10, 2018, 10:15 AM Peyri Herrera
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This job aide lists the different browsers and how to clear their cache. Updated 06/10/2020  153k v. 3 Jun 11, 2020, 11:06 AM Barbara Thiss
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Use this guide to get started with PeopleSoft. Covers logging in to the Portal, navigating, searching, running reports, clearing cache and getting help. It also gives an overview of the Home Page, Quick Links and WorkCenters. Updated 10/26/20, v3.2. (57 pp.)       3220k v. 2 Nov 4, 2020, 10:52 AM Barbara Thiss
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Oracle documentation. Describes the version of Peopletools that each browser version has been certified on (pp.8-10). See p.14 for information about mobile devices. Updated January 2016, v18.0.  246k v. 4 May 1, 2018, 1:53 PM Peyri Herrera
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A list of PeopleSoft Finance and HCM terms compared to what you previously used. Updated 05/01/18 (2 pp.)   254k v. 2 Dec 19, 2018, 2:20 PM Barbara Thiss
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How to use the Personalize links in PeopleSoft Finance and HCM. Presented during the November 2015 Third Thursday Demo. Last updated 11/19/15, v1.0 (9 pp.)  333k v. 4 May 1, 2018, 1:53 PM Peyri Herrera
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This job aid explains how to share your grid personalizations with other users. Created 05/21/2020, v1.0 (3 pp.)  255k v. 3 May 22, 2020, 12:56 PM Barbara Thiss
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This guide is for staff responsible for direct control and maintenance of warehouse items. It covers how to use PeopleSoft for complete management of warehouse items. Updated 03/15/2021, v5.0 (161 pp.)  7240k v. 3 Mar 18, 2021, 2:13 PM Barbara Thiss
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This is an excerpt from the IN1 guide. The first flowchart shows the process of ordering items from the warehouse and returning items. The second flowchart shows replenishment. February 2016. (2 slides)   57k v. 2 Feb 26, 2016, 9:46 AM Peyri Herrera
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This guide is for staff responsible for ensuring the inventory balances are accurate using PeopleSoft Inventory. Created 05/31/16, v1.0 (38 pp.)  1170k v. 2 May 31, 2016, 1:18 PM Peyri Herrera
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Recorded 05/31/16 (1 hr, 21 min)  Jun 6, 2016, 10:31 AM Peyri Herrera
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Used for Third Thursday demo in March 2016. (4 slides)  271k v. 5 Mar 17, 2016, 12:17 PM Peyri Herrera
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This guide is for "approvers", typically Managers, who need to approve items in PeopleSoft Finance. It explains how a first-time user can get started, then shows two methods for approvals (email link and Finance worklist). Updated 06/13/19, v2.1 (15 pp.)  870k v. 2 Jun 13, 2019, 11:46 AM Peyri Herrera
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HCM Users Group Retro Pay presentation. Revised 04/02/21 (15 slides)   2680k v. 2 Apr 2, 2021, 1:54 PM Barbara Thiss
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This spreadsheet is a tool that can help you remember what queries you should run to make sure HR and Payroll data is correct before running Final Payroll Calc or Off-Cycle. It has a tab for each month so you can use it for an entire year. Created 08/26/2020  81k v. 3 Aug 26, 2020, 9:46 AM Barbara Thiss
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Describes the difference between MCOP Multiple Components of Pay (HR) and Additional Pay (Payroll). Includes a table with Earning Code, Description, Definition, Legacy Extra Pay Code, and whether it is an Additional Pay or an MCOP. This job aid was extracted from the HR3 and PR1 guides. Updated 12/19/18, v5.1 (5 pp.)  131k v. 2 Dec 19, 2018, 4:44 PM Peyri Herrera
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This is the Union Dues Rate Sheet that submitted each June for changes to the next fiscal year. Created 05/28/2020, v1.0.   11k v. 2 May 28, 2020, 4:28 PM Barbara Thiss
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OPEB stands for Other Post-Employment Benefits. These are benefits (other than pensions) that governments provide to their retired employees. These benefits principally involve health care benefits, but also may include life insurance, disability, legal and other services. This job aid provides instruction for OPEB setup in PeopleSoft for the allocation of retired employees health benefits costs, active employees past unfunded costs, and direct-charging of active employees normal costs for retirement health benefits. Updated on 05/08/15 (4 pp.)  205k v. 3 Nov 21, 2018, 7:56 AM Barbara Thiss
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Slides from User Group Meeting 10/24/17  924k v. 3 Nov 9, 2018, 4:21 PM Barbara Thiss
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Handouts from Payroll Boot Camp in September 2016. (70 pp.)   2300k v. 2 Nov 26, 2018, 12:17 PM Barbara Thiss
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Use after first calc to interpret and resolve errors. It includes the following columns: Message ID, Description, Solution, Severity, and Notes. Updated 09/06/16.  14k v. 2 Sep 14, 2016, 1:52 PM Peyri Herrera
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This document maps the Retro Earn Code from the Earn Code used for the original pay. Updated 03/15/21  113k v. 2 Mar 16, 2021, 11:06 AM Barbara Thiss
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Retro Template needed for the Excel to CI process v1.0  28k v. 2 Mar 15, 2021, 8:21 AM Barbara Thiss
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Retro Template. v1.0  317k v. 2 Apr 8, 2021, 8:42 AM Barbara Thiss
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Explanation of the columns on the SCO report.  398k v. 2 May 29, 2019, 10:12 AM Barbara Thiss
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Identifies missing, invalid or inaccurate data, with descriptions and screen navigation for error resolution. Updated 01/04/19 v1.3 (3 pp.)   123k v. 2 Jan 29, 2019, 3:08 PM Barbara Thiss
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This helpful job aid includes definitions, a sample payroll calendar, and action items to help you with monthly payroll processing. Updated 5/1/18, v3.0 (8 pp.)   92k v. 3 Nov 21, 2018, 8:03 AM Barbara Thiss
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Use these PeopleSoft queries and reports to prepare for monthly payroll. Updated 11/17/16, v5.0 (2 pp.)  83k v. 2 Nov 9, 2018, 4:09 PM Barbara Thiss
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This document will show you how to enter employee tax data in PeopleSoft for the required 2020 W-4 changes.These 2 sections have been taken from the PR1 Payroll Guide. For additional payroll information, please referto the complete guide on the PeopleSoft Support website www.crc.sdcoe.net Created 02/28/2020, (5 pp.)  255k v. 2 Feb 28, 2020, 4:24 PM Barbara Thiss
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FAQs for Additional Pay, General Deductions, Paysheets, and Queries. Updated 5/1/18, v1.0 (2 pp.)  56k v. 2 May 1, 2018, 5:46 PM Peyri Herrera
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Presentation used for Payroll training. Updated 09/09/19.   1198k v. 2 Sep 11, 2019, 7:49 AM Barbara Thiss
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This Payroll guide explains how to set up an employee Additional Pay, add an employee General Deduction, create employee Delayed Net Pay, complete Employee State and Federal Tax withholding data, set up employee direct deposits, reverse an employee payroll warrant, make Pay Sheet Adjustments, initiate off-cycle warrant processing, Retirement Reporting Codes, and run Monthly Payroll queries and reports. Updated 10/30/2020, v7.0 (101 pp.)            3631k v. 3 Mar 4, 2021, 7:32 AM Barbara Thiss
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This presentation provides an introduction to Planning and Budgeting Cloud Service (PBCS) for all users. Created 01/06/21, v. DRAFT (51 slides)  11023k v. 2 Jan 6, 2021, 1:58 PM Barbara Thiss
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This presentation was done by Innofin for SDCOE to cover Narrative Reporting. Created 01-19-21  12439k v. 2 Apr 2, 2021, 12:45 PM Barbara Thiss
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This guide provides Budget Office Users an overview of Planning and Budgeting Cloud Service (PBCS) along with executing the different processes. Updated 04/16/21, v1.1 (192 pp)  14195k v. 2 Barbara Thiss
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This guide is for End Users (Department, Principals, Campus Bookkeepers, and Budget Reviewers) and provides an overview of Planning and Budgeting Cloud Service (PBCS) along with tasks they can perform based on their assigned roles. Updated 04/16/21, v1.1 (75 pp)  7272k v. 2 Barbara Thiss
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This guide provides instructions on PBCS Narrative Reporting. Updated 04/16/21, v2.2 (48 pp)  3435k v. 2 Barbara Thiss
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  749k v. 2 Jan 28, 2021, 1:52 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:49 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  599k v. 4 Jan 13, 2021, 2:02 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  599k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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  598k v. 2 Jan 13, 2021, 1:51 PM Barbara Thiss
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FOR PROJECT COSTING DISTRICTS ONLY. This guide is for staff responsible for creating projects and making additions to a project. It covers how to use PeopleSoft to create activities, fund, track, and update projects. Updated 5/1/18, v2.0 (64 pp.)   2215k v. 3 Dec 19, 2018, 3:05 PM Barbara Thiss
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Demo of Contract Administration, Grants Management and Project Costing. Click the VIEW link to view the demo. (35 min)  May 1, 2018, 1:03 PM Peyri Herrera
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Companion to the demo on 7/27/17. This is a 73-slide presentation for Contract Administration, Grants Management and Project Costing.  1808k v. 3 May 1, 2018, 1:03 PM Peyri Herrera
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This job aid explains how to update the Sales and Use Tax rates for Purchasing and Accounts Payable using the Sales - Use Tax Authority page. Updated 11/09/18, v1.1 (2 pp.)   188k v. 2 Nov 9, 2018, 10:29 AM Barbara Thiss
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This guide provides an overview to the procure-to-pay process in PeopleSoft. It covers the relationships between requisitions, POs, receipts, and vouchers. It includes key concepts and purchasing scenarios, and how to view/add/modify/inactivate category codes. Updated 11/09/18, v1.3 (18 pp.)     816k v. 2 Nov 9, 2018, 10:31 AM Barbara Thiss
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Presentation used to describe the entire procure-to-pay process. Includes screenshots. Version 2.0, updated 01/15/15. (37 slides)  1869k v. 2 Jan 15, 2015, 9:33 AM Peyri Herrera
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This job aid provides the mass way of closing qualified Purchase Orders and Requisitions. It also includes the mass way of budget checking the documents. Version 1.0, Published 06/06/19 (4 pp)  164k v. 2 Jun 12, 2019, 1:29 PM Barbara Thiss
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PO1 PowerPoint used in training. Updated Dec 2018.  1765k v. 2 Dec 5, 2018, 10:34 AM Peyri Herrera
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This guide is for staff responsible for entering and maintaining requisitions using the CORE REQUISITION pages. Updated 11/30/2020, v2.0 (78 pp.)      4417k v. 2 Dec 1, 2020, 9:12 AM Barbara Thiss
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A flowchart that illustrates the steps to creating a requisition. This is p.11 of the PO1 guide. (1 p.)   132k v. 4 Dec 19, 2018, 3:08 PM Barbara Thiss
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This guide is for staff responsible for entering and maintaining requisitions for items to be purchased. Instructions are primarily for the eProcurement site. Part III includes information for approving (for Managers). Updated 5/1/18, v6.0 (96 pp.)     4312k v. 3 Jan 9, 2020, 7:52 AM Barbara Thiss
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This job aid describes how to add a Ship To Location Code and inactivate one. Updated 12/14/18, v1.0 (2 pp.)  92k v. 2 Dec 14, 2018, 2:31 PM Peyri Herrera
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This guide is for staff responsible for buying goods and services using Purchase Orders. Updated 11/17,2020, v7.0. (153 pp.)   5239k v. 2 Nov 17, 2020, 12:14 PM Barbara Thiss
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This guide is for staff responsible for receiving and returning goods using Purchase Orders. Updated 5/1/18, v5.0 (48 pp.)    2045k v. 3 Dec 19, 2018, 3:11 PM Barbara Thiss
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This guide was created by the SDCOE Customer Resource Center for staff responsible for managing the quote and proposal process for large procurement activities using PeopleSoft Purchasing. It covers how to use PeopleSoft to enter an RFQ, dispatch a quote, enter RFQ responses, analyze RFQs and award quotes, and create a PO from an RFQ. Updated 06/04/15, v2.0 (24 pp)  643k v. 2 Dec 19, 2018, 3:14 PM Barbara Thiss
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This guide is intended to illustrate how you can use Excel to get the most out of queries. It provides real-life examples of how school district employees are using Excel with PeopleSoft. Examples include subtotaling, pivot tables, vlookups, macros, conditional formatting, mail merge (into Word), text-to-columns, concatenate, and other formulas. This guide is not intended to teach you how to use Excel. We have provided several resources on the last page of the guide if you would like to learn more about how to use Excel. Version 1.1, updated 10/23/17. (22 pp.)  272k v. 3 Dec 19, 2018, 3:15 PM Barbara Thiss
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The purpose of this document is to provide sample Excel pivot table configurations for the M_HR_EE_VALIDATION_DIST_PROMPT query in PeopleSoft HCM. Basic instructions for creating a pivot table are included. Version 1.1, updated 1/17/19 (15 pp.)   682k v. 2 Jan 17, 2019, 11:56 AM Peyri Herrera
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Presentation used for June 2018 Third Thursday Demo of new and revised HCM queries for 2018. (41 slides)    1568k v. 5 Jun 21, 2018, 9:32 AM Peyri Herrera
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This form is used to request access to Query Manager Finance and/or HCM. This form lists Terms & Conditions and a Confidentiality Agreement (p.2). Access to Query Manager will be provided after the signed form is on file and training is successfully completed. v2.0  70k v. 2 Jan 13, 2020, 4:13 PM Barbara Thiss
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This guide was created by SDCOE PeopleSoft Services and Solutions to provide information to staff responsible for creating PeopleSoft queries, both Finance (FIN) and Human Capital Management (HCM). It covers how to use PeopleSoft to edit existing queries created by the SDCOE PeopleSoft Services and Solutions project team, share queries with other users, and perform other query related functions. NOTE: Additional training required to perform the functions in this guide. Created 01/07/2020, v1.0 (117 pp)  6351k v. 4 Jan 23, 2020, 11:50 AM Barbara Thiss
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This document outlines some tips and tricks that extend beyond the basics covered in Query Manager training. It describes methods to assist in data retrieval and manipulation via Query Manager, and also discusses commonly used expressions, ways to find records and fields, and things to look out for when creating queries. The information is based on a handout from the “Tips and Tricks for Query Managers” session at the 2019 PeopleSoft User’s Conference held on October 24, 2019. Created 01/07/2020, v1.0 (25 pp)  642k v. 2 Jan 7, 2020, 3:39 PM Barbara Thiss
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A compilation of all M_ and FAR_ Finance queries. Includes sample parameters and results for each query. Updated 09/11/17, v1.1 (121 pp.).   8161k v. 2 Nov 9, 2018, 10:48 AM Barbara Thiss
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A compilation of the majority of the M_ and FAR_ HCM queries. Includes sample parameters and results for each query. Published 08/16/17, v1.0 (165 pp.).  12972k v. 3 Nov 9, 2018, 10:46 AM Barbara Thiss
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This guide covers how to use Query Viewer to run a query as HTML and Excel, as well as schedule a query. Sample Finance and HCM queries are provided. Updated 01/07/2020, v2.1 (23 pp.)    1148k v. 2 Jan 7, 2020, 3:34 PM Barbara Thiss
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This job aid explains how to schedule PeopleSoft queries and reports to run on a recurrence and email you a link to the results. It also provides descriptions of how to use Process Monitor and Report Manager. Published 07/19/17, version 1.0. (2 pp.)  98k v. 3 Nov 9, 2018, 10:44 AM Barbara Thiss
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Lists the records and fields available to Finance "Q" users. Updated 5/2/18.   114k v. 2 May 2, 2018, 9:58 AM Peyri Herrera
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The presentation used for the April 2017 Finance Query Manager demo. (16 slides)  429k v. 3 Feb 14, 2018, 3:24 PM Peyri Herrera
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Lists the records and fields available to HCM "Q" users. Updated 06/24/19.    88k v. 2 Jun 24, 2019, 2:39 PM Barbara Thiss
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Presentation used for Feb 2018 Third Thursday Demo (19 slides)  526k v. 2 Feb 16, 2018, 4:13 PM Peyri Herrera
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Final RFP for 2021 Recruitment project.  399k v. 2 Apr 2, 2021, 10:59 AM Barbara Thiss
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More information and resources are available at Resources > Security.  Sep 25, 2017, 10:24 AM Peyri Herrera
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This job aid is intended for a limited number of distict staff who are authorized to reset PeopleSoft Passwords. It describes how to use the Dsitributed User Profile screen to reset a password. Updated 04/07/21, v3.1 (10 pp)  746k v. 2 Apr 9, 2021, 8:15 AM Barbara Thiss
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  230k v. 2 May 2, 2018, 8:12 AM Peyri Herrera
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Presentation from the Security Audit Workshop on 9/26/17. (6 slides)  94k v. 3 May 2, 2018, 8:10 AM Peyri Herrera
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This guide contains the recommended process to audit PeopleSoft security. Updated 07/30/2020. (26 pp.)    1574k v. 2 Nov 4, 2020, 10:58 AM Barbara Thiss
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Presentation used in conjunction with March 2018 Third Thursday demo. (24 slides)  574k v. 3 May 2, 2018, 8:10 AM Peyri Herrera
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The purpose of this guide is to help PeopleSoft district contacts with entering a service ticket using the Service Now Portal. Created 01/03/2020 (14 pp)  805k v. 2 Jan 3, 2020, 3:42 PM Barbara Thiss
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This guide provides information on Service Now Request changes that have been done in Phase 1 of a two-part project. These are changes that San Diego County Office of Education employees, District Users and Service Now Agents may see. created 01/04/21, v1.0 (28 pp)  1362k v. 2 Jan 5, 2021, 3:31 PM Barbara Thiss
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This job aid provides information on Service Now Request changes that have been done in Phase 1 of a two-part project. These are changes you may see when submitting tickets. Created 01/04/2021, v1.0 (3 pp)  414k v. 2 Jan 5, 2021, 3:29 PM Barbara Thiss
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This guide provides information on Service Now Request changes that have been done in Phase 1 of a two-part project. These are changes that San Diego County Office of Education employees may see when submitting tickets. Created 01/04/2021, v1.0 (15 pp)  964k v. 2 Jan 5, 2021, 3:26 PM Barbara Thiss
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This guide provides information on Service Now Request changes that have been done in Phase 2 of a two-part project. These are changes that PeopleSoft Users may see when submitting Request tickets. Created 02/16/2021, v1.0 (8 pp)    898k v. 2 Mar 10, 2021, 2:11 PM Barbara Thiss
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The instructions below describe how to Personalize the Timesheet Summary screen so the employee’s Position Number and Position Title are displayed on the Time Summary tab and the Job Title is displayed on the Demographics tab. Created 06/10/2020, v1.0 (4 pp.)  585k v. 2 Jun 10, 2020, 1:23 PM Barbara Thiss
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This Time & Labor guide explains how to enter positive and exception time as well as handle administrative features such as viewing and adjusting time worked. It also shows how to run T&L queries and reports. Updated 02/23/21, v6.0. (199 pp.)        12873k v. 2 Feb 23, 2021, 4:11 PM Barbara Thiss
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This presentation is for SDCOE employees who create travel authorizations and expense reports for travel and mileage. 06/12/19. (30 slides)  1065k v. 2 Jun 25, 2019, 4:14 PM Barbara Thiss
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Cheat sheet for data entry of TAs/ERs. Extracted from TE1 guide. (1 p).  219k v. 2 Dec 19, 2018, 3:55 PM Barbara Thiss
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FOR ORGANIZATIONS THAT USE T&E. This guide is for employees who enter travel authorizations (TAs) and expense reports (ERs). It explains how to create TAs, expense reports from TAs, and blank expense reports. Updated 08/27/18, v3.1. (53 pp.)       1934k v. 2 Dec 19, 2018, 3:41 PM Barbara Thiss
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This handout contains a sample "blank TA" and what's different with TA data entry after the PeopleSoft Upgrade on May 7, 2018. Used at the May 2018 Third Thursday Demo. (3 pp.)  178k v. 3 Jun 1, 2018, 2:31 PM Peyri Herrera
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Use this job aid to check a Travel Authorization (TA) or an Expense Report (ER) that has been entered for an employee with multiple active positions to ensure that the correct GL Unit is designated on the TA or ER so that the correct LEA is printed on the warrant. Updated 5/3/18, v2.0 (4 pp.)  308k v. 3 Dec 19, 2018, 4:00 PM Barbara Thiss
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This guide is for staff responsible for Travel and Expenses Administration. It covers how to use PeopleSoft Finance to assign delegates, edit an employee’s default ChartFields for a travel authorization (TA) or expense report (ER), view all TAs/ERs for the organization, run budget check on TAs, cancel TAs, audit TAs not expensed, and rollover TA encumbrances at the end of the year. Updated 5/22/18, v2.1 (53 pp.)        1562k v. 2 Dec 19, 2018, 3:58 PM Barbara Thiss
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This guide is for AP staff responsible for auditing and approving TAs/ERs and creating AP vouchers to pay registration forms. Updated 09/12/18, v2.1 (12 pp.)   281k v. 2 Dec 19, 2018, 4:14 PM Barbara Thiss
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This presentation reviews the changes in PeopleSoft with the Tools upgrade effective December 23, 2019. Created 12/19/19 (9:40 min)  May 21, 2020, 7:59 AM Barbara Thiss
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This guide provides an overview of the PeopleSoft changes that will occur with the system upgrade on 12/23/19. Updated 12/18/19 v1.1 (14 pp.)   1008k v. 3 May 21, 2020, 7:59 AM Barbara Thiss
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This presentation is from the 07/18/19 Third Thursday Demo: PeopleSoft Sneak Peek - Using WorkCenters to Streamline Your Work. (38 slides)   1327k v. 3 Dec 3, 2019, 2:02 PM Barbara Thiss
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Activity sheet used for 2019 Purchasing Year End Closing session (11 pp.)      788k v. 3 Mar 15, 2019, 11:17 AM Barbara Thiss
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This guide covers Year End Closing in PeopleSoft Finance for Purchasing and Inventory. Updated 05/11/2020, v.7.0 (96 pp.)    1852k v. 2 Nov 9, 2020, 12:00 PM Barbara Thiss
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This guide provides the steps to roll qualified Purchase Orders from one fiscal year to the next. Created 05/19/2020, v2.0 (17 pp)   874k v. 2 May 19, 2020, 10:20 AM Barbara Thiss
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This presentation review the Purchase Order rollover process to roll qualified POs from one fiscal year to the next. Presented 05/19/2020 (18 slides)  328k v. 2 May 19, 2020, 10:17 AM Barbara Thiss
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13 slides. For Nov 2017 Third Thursday demo.  366k v. 3 Mar 15, 2019, 11:19 AM Barbara Thiss
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Presentation for Year End Closing for Inventory. Updated 05/12/2020, v5.0 (63 slides)   2127k v. 2 May 12, 2020, 12:37 PM Barbara Thiss
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Presentation for Year End Closing for Purchasing. Updated 05/12/2020, v5.0 (83 slides)  1665k v. 2 May 12, 2020, 8:51 AM Barbara Thiss
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This job aid describes various year end scenarios that impact your budget accounts. Updated 11/16/17, v1.0 (4 pp.)  405k v. 4 Mar 15, 2019, 11:19 AM Barbara Thiss
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Activity sheet used for 2019 Finance Year End Closing session (8 pp.)      767k v. 2 Apr 30, 2019, 3:42 PM Barbara Thiss
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PeopleSoft Year End Closing Important Dates for 2019 provides cut off dates for actions such as Deposits, Auditor's Transfers and Warrants. It also shows when year end process will run as we cross over to a new fiscal year. (1 p.)     88k v. 2 Feb 4, 2020, 1:33 PM Barbara Thiss
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PeopleSoft Year End Closing Important Dates for 2021 provides cut off dates for actions such as Deposits, Auditor's Transfers and Warrants. It also shows when year end process will run as we cross over to a new fiscal year. Created 04/14/21 (1 p.)      384k v. 2 Apr 15, 2021, 10:13 AM Barbara Thiss
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This guide covers Year End Closing in PeopleSoft Finance for Accounts Payable, Accounts Receivable, General Ledger, and Commitment Control. Updated 05/19/20, v4.8 (74 pp.)         783k v. 2 Nov 9, 2020, 11:57 AM Barbara Thiss
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View the Accrual Process webinar from June 23, 2016 (45 min).  Jun 29, 2016, 11:25 AM Peyri Herrera
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PowerPoint used during the PeopleSoft Year End Finance Accrual Process webinar on 6/23/16. Modified after 6/23/16 to include questions asked during the webinar. (27 slides)  138k v. 2 Jun 29, 2016, 11:26 AM Peyri Herrera
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The purpose of this document is to specify the requirements for entering requisitions and purchase orders (POs) for next fiscal year; provide screenshots of the date fields where you must enter July dates; list recommended queries; and provide scenarios. Created 05/18/16, v1.0 (10 pp.)  571k v. 3 Dec 19, 2018, 4:21 PM Barbara Thiss
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Presentation used for 2020 Finance Year End Closing session (109 slides).   4377k v. 2 May 19, 2020, 1:36 PM Barbara Thiss
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