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Guides and Job Aids

The CRC has updated guides and job aids in conjunction with the PeopleSoft Upgrade on 5/7/18. Look for "Updated 5/1/18" or later to identify if a guide was recently updated. Here is the list of updated documentation. We will continue to upload the newest versions of guides and job aids as revisions are made.

If you are looking for activities, presentations, and deployment materials, scroll to the bottom. Older documents were moved to the section named "Z_Archived Materials."

Looking for Year End documentation? Read this announcement for information about Year End materials and important Year End dates.
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  98k v. 2 May 4, 2018, 11:24 AM Peyri Herrera
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This document provides screenshots and notes about the majority of the changes in PeopleSoft HCM,.Employee Self-Service (Absences), and Finance as a result of the PeopleSoft upgrade occurring May 5-6, 2018. Version 1.0 published 04/26/18 (26 pp.)  1318k v. 3 May 7, 2018, 7:06 AM Peyri Herrera
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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.)              4014k v. 2 May 2, 2018, 3:43 PM Peyri Herrera
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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.)  227k v. 2 May 1, 2018, 10:28 AM Peyri Herrera
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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.)  114k v. 3 Feb 17, 2015, 9:51 AM Vanessa Boyle
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The purpose of this job aid is to provide directions for 1099 processing in PeopleSoft. This is a six-part process. Includes deadlines for 2018. Updated 5/1/18, v5.0. (27 pp.)  1989k v. 3 May 2, 2018, 9:55 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. 3 Dec 23, 2015, 3:44 PM Vanessa Boyle
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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 5/1/18, v6.0. (159 pp.)     7689k v. 2 May 1, 2018, 10:53 AM Peyri Herrera
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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).  649k v. 2 May 1, 2018, 10:57 AM Peyri Herrera
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This guide is for staff responsible for entering items (invoices), receiving payments, making deposits and tracking collections in the PeopleSoft Accounts Receivable module. Updated 5/1/18, v5.0. (49 pp.)   2083k v. 2 May 1, 2018, 10:59 AM Peyri Herrera
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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 5/1/18, v3.0 (64 pp.)  2315k v. 2 May 1, 2018, 2:22 PM Peyri Herrera
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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 5/1/18, v7.0 (100 pp.)      4810k v. 3 May 2, 2018, 11:53 AM Peyri Herrera
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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 5/1/18, v3.0 (21 pp.)      1457k v. 3 May 1, 2018, 11:05 AM Peyri Herrera
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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.)  3991k v. 4 May 2, 2018, 11:55 AM Peyri Herrera
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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 5/1/18, v6.0 (118 pp.)   4307k v. 4 May 2, 2018, 12:55 PM Peyri Herrera
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FOR CONTROL DISTRICTS ONLY. New Budget Journal Template to use effective 12/28/17 for Control districts.   15k v. 2 May 1, 2018, 12:12 PM Peyri Herrera
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FOR USE BY MOST DISTRICTS (NON CONTROL). New Budget Journal Template to use effective 12/28/17 for Non-Control districts.   15k v. 2 May 1, 2018, 12:12 PM Peyri Herrera
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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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New Working Budget Template to use effective 12/28/17. Must use JRNLMCRO.xla with this template.  1404k v. 3 May 1, 2018, 11:36 AM Peyri Herrera
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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 PowerPoint contains everything you need to know to get started with combo codes in PeopleSoft HCM. Presented at the June 2016 Third Thursday demo. (20 slides)  1232k v. 5 May 1, 2018, 1:46 PM 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 list shows 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 5/3/18, v2.0 (1 p.)  50k v. 2 May 3, 2018, 3:40 PM 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.)  286k v. 4 Mar 31, 2015, 10:33 AM Vanessa Boyle
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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 5/1/18, v2.0 (31 pp.)  1128k v. 5 May 2, 2018, 5:04 PM Peyri Herrera
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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.)    33k v. 2 May 1, 2018, 12:05 PM Peyri Herrera
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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 07/22/16, v2.0 (8 pp.)      360k v. 2 Jul 22, 2016, 12:45 PM Peyri Herrera
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For “HCM Only” districts that need to use PeopleSoft Finance for maintaining ChartField values. Updated 01/06/17, v2.0. (33 pp.)  For “HCM Only” districts that need to use PeopleSoft Finance for maintaining ChartField values. Updated 01/06/17, v2.0. (33 pp.)    1136k v. 2 Feb 15, 2017, 7:53 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 03/01/18, v4.4 (105 pp.)  2976k v. 2 Mar 6, 2018, 4:14 PM Peyri Herrera
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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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Details changes to the AT process effective February 1, 2017. Includes FAQ's for the Third Thursday demo on 01/19/17. (3 pp.)  106k v. 2 May 3, 2018, 2:47 PM Peyri Herrera
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Demonstrates and discusses changes to Auditor's Transfer process that take effect February 1, 2017. (10 slides)  377k v. 2 May 3, 2018, 2:47 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 5/1/18, v6.0. (159 pp.)  6853k v. 2 May 1, 2018, 1:18 PM Peyri Herrera
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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.  9713k v. 4 May 1, 2018, 2:58 PM Peyri Herrera
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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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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.   371k v. 8 May 1, 2018, 2:06 PM Peyri Herrera
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New GL Journal Template to use effective 12/28/17. Must use JRNLMCRO.xla with this template.  856k v. 4 May 1, 2018, 2:07 PM Peyri Herrera
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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.)   1252k v. 3 May 3, 2018, 2:38 PM Peyri Herrera
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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.  64k v. 4 May 2, 2018, 8:02 AM Peyri Herrera
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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 5/2/18, v2.0. (123 pp.)    3635k v. 4 May 3, 2018, 2:42 PM Peyri Herrera
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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.)  311k v. 3 Feb 25, 2016, 8:20 AM Peyri Herrera
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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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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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Helpful queries for Summer Months. Version 1.2, updated 05/16/17 (3 pp.)    75k v. 2 May 16, 2017, 12:22 PM Peyri Herrera
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Handout from the June 2016 User Group Meeting. (10 pp.)  896k v. 3 Dec 18, 2017, 12:37 PM Peyri Herrera
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Summer months reminders. Updated 05/02/17 (10 pp.)  891k v. 2 May 2, 2017, 11:41 AM Peyri Herrera
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Summer Months Workshop presentation by Laura Vaca and Bruce Roberts on 05/02/17. (24 slides)  233k v. 2 May 2, 2017, 11:58 AM Peyri Herrera
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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.)      1764k v. 3 May 2, 2018, 12:20 PM Peyri Herrera
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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.)      1962k v. 4 May 2, 2018, 12:22 PM 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.)  53k v. 3 May 23, 2017, 3:36 PM Peyri Herrera
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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.)  277k v. 6 Jun 15, 2017, 11:52 AM Peyri Herrera
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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.)     3360k v. 3 May 2, 2018, 3:53 PM Peyri Herrera
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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 5/1/18, v6.0 (47 pp.)     1606k v. 3 May 2, 2018, 4:01 PM Peyri Herrera
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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 contains important information regarding things to do prior to and after the DBT rollover. Includes FAQs. Updated for 2018-19. Version 1.0, published 04/30/18. (3 pp.)   87k v. 3 Apr 30, 2018, 4:03 PM Peyri Herrera
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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.)     3615k v. 5 May 7, 2018, 7:04 AM Peyri Herrera
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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.)  215k v. 2 Apr 16, 2015, 8:12 AM Vanessa Boyle
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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.)  158k v. 3 Dec 15, 2016, 11:08 AM Peyri Herrera
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This guide contains sample set-ups for the most common employee types in PeopleSoft. Version 1.1 published 4/30/18. (79 pp.)   5614k v. 2 Apr 30, 2018, 5:01 PM Peyri Herrera
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Includes a table that compares the PeopleSoft Components of Pay with the Extra Pay Types in Legacy. Extra Pays that are I Parameter (included in the annual salary) in Legacy must be set up as Components of Pay in the PeopleSoft HR Job Data module. (1 p.)  45k v. 3 Sep 4, 2014, 11:44 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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This document explains how exception hourly employees and their positions are identified in HCM; and how FTE and salary rates are converted for Hyperion.  47k v. 2 Feb 16, 2017, 3:45 PM Barbara Thiss
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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.  56k v. 2 Feb 16, 2017, 3:59 PM Barbara Thiss
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7 navigation and view activities used during HYP1 Introduction to Hyperion training. Updated 01/19/18 (5 pp.)   51k v. 2 Jan 19, 2018, 12:06 PM Peyri Herrera
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Slides for HYP1 Introduction to Hyperion training on 01/22/18 (37 slides)  764k v. 2 Jan 29, 2018, 2:36 PM Peyri Herrera
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Slides for HYP2 training on 01/29/18 (18 slides)  147k v. 2 Jan 29, 2018, 2:36 PM Peyri Herrera
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Hands-on Smart View activities for HYP3 training. Updated 02/01/18 (8 pp.)    365k v. 2 Feb 5, 2018, 9:20 AM Peyri Herrera
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Slides for HYP3 Smart View training on 02/05/18 (11 slides)   200k v. 2 Feb 5, 2018, 9:21 AM Peyri Herrera
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Hands-on activities for HYP4 training. Updated 02/01/18 (10 pp.)   340k v. 2 Feb 5, 2018, 9:23 AM Peyri Herrera
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Slides for HYP4 Extracts and HCM Audit training on 02/05/18 (15 slides)   413k v. 2 Feb 5, 2018, 9:22 AM Peyri Herrera
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Presentation from meeting for returning Hyperion districts on December 4, 2017 at NCREC. (30 slides)  478k v. 2 Dec 11, 2017, 4:34 PM Peyri Herrera
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The Hyperion guide for all users. Contains 11 parts. Version 2.1, updated 01/18/18. (169 pp.)  5763k v. 2 Jan 19, 2018, 12:04 PM Peyri Herrera
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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 01/12/18, v3.0 (2 pp.)  49k v. 2 Jan 12, 2018, 9:55 AM Peyri Herrera
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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. Form v3.1.     56k v. 2 Mar 5, 2018, 1:56 PM Peyri Herrera
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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 Name Reqest Spreadsheet.  12k v. 3 Dec 11, 2017, 4:32 PM Peyri Herrera
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How to personalize the home screen, perma-sort alphabetically the Main Menu, and turn off Autocomplete. (5 pp.)  228k v. 4 May 1, 2018, 1:53 PM Peyri Herrera
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Use this guide to get started with PeopleSoft. Covers logging in to the Portal, launching apps, navigating, searching, running reports, personalizing PeopleSoft, and getting help. Updated 5/1/18, v3.0. (42 pp.)   1480k v. 2 May 1, 2018, 5:37 PM Peyri Herrera
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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 02/06/14 (2 pp.)  167k v. 4 May 1, 2018, 1:53 PM Peyri Herrera
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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 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. Version 4.2, updated 02/26/16 (141 pp.).      4563k v. 2 Feb 26, 2016, 9:44 AM Peyri Herrera
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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). Version 1.1, updated 05/03/17. (12 pp.)   669k v. 2 May 3, 2017, 12:37 PM 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 07/11/16, v4.0 (5 pp.)  108k v. 6 Apr 3, 2018, 10:23 AM Peyri Herrera
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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.)  126k v. 2 Jul 16, 2015, 8:57 AM Vanessa Boyle
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Slides from User Group Meeting 10/24/17  913k v. 2 Nov 9, 2017, 1:49 PM Barbara Thiss
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Handouts from Payroll Boot Camp in September 2016. (70 pp.)  3548k v. 2 Sep 9, 2016, 2:22 PM Peyri Herrera
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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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Retro Template needed for the Excel to CI process  27k v. 2 Aug 31, 2017, 2:37 PM Barbara Thiss
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Identifies missing, invalid or inaccurate data, with descriptions and screen navigation for error resolution. Version 1.1, updated December 18, 2014. (2 pp.)  57k v. 3 Jan 6, 2015, 7:51 AM Peyri Herrera
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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.)    78k v. 3 May 2, 2018, 9:45 AM Peyri Herrera
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Use these PeopleSoft queries and reports to prepare for monthly payroll. Version 3.0, updated 11/17/16. (2 pp.)  67k v. 2 Nov 17, 2016, 4:00 PM Peyri Herrera
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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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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 5/1/18, v6.0 (92 pp.)      2331k v. 2 May 1, 2018, 5:46 PM Peyri Herrera
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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.)   2180k v. 2 May 1, 2018, 1:02 PM Peyri Herrera
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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. Version 1.0, published 12/9/16. (2 pp.)  156k v. 2 Dec 9, 2016, 4:27 PM Peyri Herrera
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This guide covers how to close and finalize Purchasing documents, including closing Requisitions and Purchase Orders (you must be authorized to perform this override function) and finalizing a Purchase Order when processing a Voucher in Accounts Payable. Version 1.1, updated on 06/25/15 (28 pp.)     1559k v. 3 Oct 1, 2015, 12:07 PM Vanessa Boyle
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Describes how to flag a Purchase Order as a Blanket PO and also how to search for any Purchase Orders that have been flagged as a Blanket PO. Updated on 10/05/15, v1.0.   111k v. 2 Oct 6, 2015, 11:15 AM Vanessa Boyle
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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. Version 1.2, updated 02/03/16. (19 pp.)    565k v. 2 Feb 3, 2016, 8:56 PM Peyri Herrera
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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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A flowchart that illustrates the steps to creating a requisition. This is p.11 of the PO1 guide. (1 p.)   112k v. 3 May 2, 2018, 2:39 PM Peyri Herrera
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This guide is for staff responsible for entering and maintaining requisitions for items to be purchased. Part III includes information for approving (for Managers). Updated 5/1/18, v6.0 (96 pp.)    4278k v. 2 May 2, 2018, 2:40 PM Peyri Herrera
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This guide is for staff responsible for buying goods and services using Purchase Orders. Updated 08/16/16, Version 5.0. (135 pp.)    5048k v. 2 Aug 29, 2016, 9:27 AM Peyri Herrera
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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.)    2015k v. 2 May 2, 2018, 2:44 PM Peyri Herrera
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Version 1.1, updated December 11, 2014. (26 pp.)   602k v. 2 Dec 19, 2014, 5:01 PM Peyri Herrera
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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.)  236k v. 2 Oct 23, 2017, 12:56 PM 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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A compilation of all M_ and FAR_ Finance queries. Includes sample parameters and results for each query. Last updated 11/17/15, v1.0 (126 pp.).  8287k v. 2 Nov 17, 2015, 3:58 PM Peyri Herrera
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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.).  12935k v. 2 Aug 17, 2017, 9:38 AM Peyri Herrera
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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 5/1/18, v2.0 (36 pp.)   2016k v. 2 May 2, 2018, 8:20 AM Peyri Herrera
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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.)  83k v. 2 Jul 19, 2017, 5:11 PM Peyri Herrera
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The QY2 guide covers how to use PeopleSoft Query Manager to edit existing queries created by the MITI project team and share queries with other users. NOTE: You must receive training in order to perform the functions in this guide. Updated 5/1/18, v2.0 (61 pp.)   1979k v. 3 May 2, 2018, 10:00 AM Peyri Herrera
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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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The QY3 guide covers how to use PeopleSoft Query Manager HCM to create and edit private queries. NOTE: You must receive training in order to perform the functions in this guide. Updated 5/01/18, v2.0 (80 pp.)      2732k v. 2 May 2, 2018, 10:06 AM Peyri Herrera
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Lists the records and fields available to HCM "Q" users. Updated 5/02/18.   54k v. 2 May 2, 2018, 10:06 AM Peyri Herrera
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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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More information and resources are available at Resources > Security.  Sep 25, 2017, 10:24 AM Peyri Herrera
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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. Used at the "PeopleSoft Security Audit Workshop." Version 1.0, updated 05/09/17. (26 pp.)  1493k v. 3 May 2, 2018, 8:10 AM Peyri Herrera
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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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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 5/1/18, v5.0. (116 pp.)      4822k v. 2 May 2, 2018, 8:05 AM Peyri Herrera
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Cheat sheet for data entry of TAs/ERs. Extracted from TE1 guide. (1 page).  53k v. 4 May 16, 2018, 5:21 PM Peyri Herrera
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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 5/1/18, v3.0. (53 pp.)      1913k v. 3 May 16, 2018, 5:21 PM Peyri Herrera
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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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This job aid has been created to assist in checking a Travel Authorization (TA) or an Expense Report (ER) that has been entered for an employee with multiple active positions.  281k v. 2 Mar 14, 2017, 11:19 AM Barbara Thiss
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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.)  292k v. 2 May 4, 2018, 10:21 AM Peyri Herrera
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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 5/1/18, v2.0. (53 pp.)       1564k v. 2 May 1, 2018, 5:04 PM Peyri Herrera
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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 5/1/18, v2.0 (11 pp.)   234k v. 2 May 1, 2018, 5:08 PM Peyri Herrera
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Activity sheet used for 2018 Finance Year End Closing session (6 pp.)     769k v. 2 May 1, 2018, 2:57 PM Peyri Herrera
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Activity sheet used for Inventory Year End Closing session 2018 (7 pp.)     536k v. 2 May 1, 2018, 2:57 PM Peyri Herrera
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Activity sheet used for 2018 Finance Year End Closing session (8 pp.)    1010k v. 2 May 1, 2018, 2:57 PM Peyri Herrera
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This guide covers Year End Closing in PeopleSoft Finance for Accounts Payable, Accounts Receivable, General Ledger, and Commitment Control. Version 4.5, updated April 28, 2018 (86 pp.)          701k v. 2 Apr 30, 2018, 11:41 AM Barbara Thiss
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This guide covers Year End Closing in PeopleSoft Finance for Purchasing, and Inventory. Version 5.0, updated April 3, 2018 (86 pp.)          1443k v. 2 Apr 30, 2018, 11:43 AM Barbara Thiss
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PeopleSoft Yearend Closing Important Dates for 2018 provides cut off dates for actions such as Deposits, Auditor's Transfers and Warrants. It also shows when yearend process will run as we cross over to a new fiscal year. (1 p.)  191k v. 2 Apr 30, 2018, 11:47 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.)  308k v. 2 May 18, 2016, 4:38 PM Peyri Herrera
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13 slides. For Nov 2017 Third Thursday demo.  366k v. 2 Nov 16, 2017, 9:51 AM Peyri Herrera
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Presentation used for 2018 Finance Year End Closing session (99 slides).    3353k v. 3 Apr 30, 2018, 11:37 AM Barbara Thiss
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Presentation used during 2018 Inventory Year End Closing session (63 slides).     1733k v. 3 Apr 30, 2018, 11:37 AM Barbara Thiss
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Presentation used for 2018 Purchasing Year End Closing session (54 slides).    1434k v. 3 Apr 30, 2018, 11:37 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.)  141k v. 2 Nov 16, 2017, 9:52 AM Peyri Herrera
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Activities used in AP2 training. Updated 05/22/15.    138k v. 3 May 1, 2018, 10:39 AM Peyri Herrera
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Activities used in FAM1 training. Updated 03/01/18. (2 pp.)  23k v. 3 May 1, 2018, 1:07 PM Peyri Herrera
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Activity sheet used in Group 5 GL1 training. Updated 08/12/16. (3 pp.)    48k v. 4 May 1, 2018, 1:14 PM Peyri Herrera
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Activity sheet used for hiring a new certificated staff member in HR3 training. (2 pp.)  50k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Activity sheet used for hiring a new classified staff member in HR3 training. (2 pp.)  19k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Activity sheet used in HR5 training for Group 4. (2 pp.)   21k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Activities used in INV1 class. Updated on 02/26/16.   33k v. 4 May 1, 2018, 1:53 PM Peyri Herrera
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Activity sheet used in Group 5 Finance Introduction to PeopleSoft training. Updated 08/05/16. (3 pp.)   42k v. 5 May 1, 2018, 1:52 PM Peyri Herrera
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Activity sheet used in Group 5 HCM Introduction to PeopleSoft training. Updated 10/25/16. (4 pp.)    114k v. 4 May 1, 2018, 1:52 PM Peyri Herrera
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Activity sheet used in Group 5 KK1 training. Updated 08/01/16. (2 pp.)    27k v. 4 May 1, 2018, 11:10 AM Peyri Herrera
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Activity sheet used in Group 5 KK2 training. Updated 08/01/16. (1 p.)    16k v. 4 May 1, 2018, 11:10 AM Peyri Herrera
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Activity sheet used in Group 5 PO1 training. Updated 08/16/16. (4 pp.)    41k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Activities used in Group 5 PO2 training. Updated 08/29/16 (4 pp.)  35k v. 5 May 1, 2018, 1:55 PM Peyri Herrera
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Activities used for PR1 Payroll training. Updated 08/28/17 (7 pp.)       54k v. 5 May 1, 2018, 1:54 PM Peyri Herrera
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Activities used in QY1 Finance training. Updated 08/18/15.    217k v. 6 May 1, 2018, 1:55 PM Peyri Herrera
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Activities used in QY2 (Finance) training. Updated 06/15/17 (9 pp.)  341k v. 4 May 1, 2018, 1:55 PM Peyri Herrera
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Describes how to add new ChartField values in PeopleSoft (Resource, Fund, Goal, Function, Object, Site). Updated 03/14/16 (6 pp.)     221k v. 4 May 1, 2018, 2:10 PM Peyri Herrera
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Activities used in AM1-2 Absence Management Refresher session for Group 3. Updated 12/10/15 (4 pp.)     31k v. 3 May 1, 2018, 10:21 AM Peyri Herrera
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Presentation used for AM1: Absence Management Entry for Group 4. (21 slides)  1270k v. 3 May 1, 2018, 10:21 AM Peyri Herrera
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Presentation used for AM2: Absence Management Admin for Group 4. (11 slides)  444k v. 3 May 1, 2018, 10:21 AM Peyri Herrera
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Presentation used for AP1: Accounts Payable.   536k v. 3 May 1, 2018, 10:39 AM Peyri Herrera
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This AP guide is for staff responsible for creating, processing, inquiring on, and/or approving AP vouchers in PeopleSoft. Updated May 23, 2014. (35 pp.)    994k v. 5 May 1, 2018, 10:44 AM Peyri Herrera
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Job aid. (2 pp.)   172k v. 6 May 1, 2018, 10:44 AM Peyri Herrera
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Activities used in AR2 training. Updated 12/14/14.   186k v. 3 May 1, 2018, 11:49 AM Peyri Herrera
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Activities used in BA1 class for Group 5. Updated 11/02/16 (4 pp.)     31k v. 3 May 1, 2018, 11:00 AM Peyri Herrera
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Presentation used for BA1 training for Group 5. (22 slides)   802k v. 3 May 1, 2018, 11:00 AM Peyri Herrera
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Presentation used in FAM1 training. Updated March 2018. (23 slides)  297k v. 3 May 1, 2018, 1:07 PM Peyri Herrera
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Webinar recording #1 of Finance for HCM Only Districts from January 6, 2016. 1 hour and 6 minutes is the duration of the webinar.   May 1, 2018, 12:50 PM Peyri Herrera
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Webinar recording #2 of Finance for HCM Only Districts from January 6, 2016. 24 minutes is the duration of this webinar.   May 1, 2018, 12:50 PM Peyri Herrera
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Presentation used for Group 5 GL1 training. Updated 08/15/16. (47 slides)  1899k v. 3 May 1, 2018, 1:14 PM Peyri Herrera
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Activities used in GL2 class. Updated 05/28/15.  294k v. 3 May 1, 2018, 2:08 PM Peyri Herrera
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Agenda for end-to-end session for Group 5. (4 pp.)  499k v. 3 May 1, 2018, 1:44 PM Peyri Herrera
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Presentation used during new hire end-to-end session for Group 5. Updated 12/9/16. (11 slides)  221k v. 3 May 1, 2018, 1:44 PM Peyri Herrera
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Activities used for HR1 Salary Administration for Group 5. Updated 10/26/16 (3 pp.)     150k v. 5 May 1, 2018, 1:51 PM Peyri Herrera
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Presentation used for HR1 training for Group 5. (27 slides)   1938k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Activities used for HR2 Position Management for Group 5. Updated 11/03/16 (2 pp.)    30k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Presentation used for HR2 training for Group 5. (41 slides)   1232k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Presentation used for HR3 training for Group 5. (31 slides)   1042k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Activities used in HR3 New Hires & Job Data Refresher session for Group 3. Updated 12/14/15.     274k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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Presentation used for HR5 training for Group 4. (50 slides)   1960k v. 3 May 1, 2018, 1:51 PM Peyri Herrera
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A job aid that describes how to use the Import Budget Journals screen. Be sure to download the BudgetJournalTemplate.xlsx and MACRO_file.xlsm to use in conjuction with these directions. (13 pp.)  512k v. 6 May 2, 2018, 12:56 PM Peyri Herrera
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Presentation used for IN1 Inventory training. Updated February 26, 2016. (23 slides)  349k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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Presentation used during Group 5 Finance training in conjunction with Intro to PeopleSoft guide. (29 slides)    1909k v. 4 May 1, 2018, 1:52 PM Peyri Herrera
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Presentation used during Group 5 HCM training in conjunction with Intro to PeopleSoft guide. (29 slides)    2080k v. 4 May 1, 2018, 1:52 PM Peyri Herrera
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Presentation used for Group 5 KK1 training. Updated 08/12/16. (12 slides)  311k v. 3 May 1, 2018, 11:10 AM Peyri Herrera
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Presentation used for Group 5 KK2 training. Updated 08/15/16. (10 slides)  225k v. 3 May 1, 2018, 11:10 AM Peyri Herrera
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AP refresher activities authored by MITI, used for Finance refresher sessions. (4 pp.)   43k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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AR refresher activities authored by MITI, used for Finance refresher sessions. (4 pp.)   106k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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GL refresher activities authored by MITI, used for Finance refresher sessions. (7 pp.)   64k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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INV refresher activities authored by MITI, used for Finance refresher sessions. (11 pp.)   70k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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KK refresher activities authored by MITI, used for Finance refresher sessions. (8 pp.)   71k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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PO refresher activities authored by MITI, used for Finance refresher sessions. (7 pp.)   63k v. 3 May 1, 2018, 1:53 PM Peyri Herrera
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Presented during the May 2016 Third Thursday Demo. Updated 05/19/16 (7 slides)  540k v. 6 May 1, 2018, 12:05 PM Peyri Herrera
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Presented during the January 2016 Third Thursday Demo. Updated 01/21/16 (6 slides)  501k v. 3 May 1, 2018, 12:05 PM Peyri Herrera
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Handout used during end-to-end session. Contains sample mail merge for new hire activity. Version 5.0, updated 12/9/16. (10 pp.)  150k v. 3 May 1, 2018, 1:45 PM Peyri Herrera
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Presentation used for PR1 Payroll training. Last updated August 2017. (16 slides)    1010k v. 4 May 1, 2018, 1:54 PM Peyri Herrera
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Activities used in PR1 Payroll Refresher session for Group 3. Updated 12/16/15 (4 pp.)   28k v. 4 May 1, 2018, 1:54 PM Peyri Herrera
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Presentation used for PO1A (Requisitions for Purchasing Dept). Updated 08/16/16 (41 slides)  1002k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Presentation used for PO2: Purchase Orders. Updated Aug 2016. (22 slides)   549k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Presentation used for PO3: Receiving Goods and RTVs in September 2016. (12 slides)   475k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Presentation used for PO4: Request for Quotes.  285k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Activity sheet used in PC1 training. (4 pp.)  45k v. 3 May 1, 2018, 1:54 PM Peyri Herrera
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Presentation used for PC1 Project Costing Training in February 2018. (18 slides)  384k v. 3 May 1, 2018, 1:54 PM Peyri Herrera
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Presentation used for QY1 (Query Viewer) for Finance queries. Updated 06/04/15, 12 slides.    1138k v. 3 May 1, 2018, 1:55 PM Peyri Herrera
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Presentation used during QY2 training. Updated 06/16/17 (11 slides)  538k v. 4 May 1, 2018, 1:55 PM Peyri Herrera
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Activities used in QY3 training. Updated 4/2/18. (12 pp.)     127k v. 4 May 1, 2018, 1:55 PM Peyri Herrera
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Presentation used for QY3 training. (12 slides)   542k v. 4 May 1, 2018, 1:55 PM Peyri Herrera
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Activities used in BA1 Benefits Administration Refresher session for Group 3. Updated 11/09/15 (3 pp.)    28k v. 3 May 1, 2018, 11:00 AM Peyri Herrera
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Job aid that explains how to run the Revised Budget Summary Report which shows actual expenses that have been posted to the general ledger. Version 1.0, updated 12/02/15. (9 pp.)  371k v. 4 May 2, 2018, 12:56 PM Peyri Herrera
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Rapid Time - Activity sheet used for Rapid Time training on January 30, 2018. (10 pp.)  92k v. 3 May 2, 2018, 8:00 AM Peyri Herrera
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Presentation used in T&L Rapid Time training. Updated 01/30/18. (17 slides)   496k v. 4 May 2, 2018, 8:00 AM Peyri Herrera
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Presentation used during the May 2017 Third Thursday demo on 05/18/17. (4 slides)   51k v. 3 May 1, 2018, 11:21 AM Peyri Herrera
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Activities used in TL1 class for Group 5. NOTE: These activities incorporate mail merge so each attendee has a specific set of activities. Updated 10/28/16 (8 pp.)     53k v. 3 May 1, 2018, 1:56 PM Peyri Herrera
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Activities used in Time & Labor Refresher Session for Group 3. Updated on 12/02/15 (9 pp.)     55k v. 3 May 1, 2018, 1:56 PM Peyri Herrera
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Presentation used in TL1 training for Group 5. Updated 11/2/16. (17 slides)   1157k v. 3 May 1, 2018, 1:56 PM Peyri Herrera
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Job aid. Shows the main functions of the AP WorkCenter on the Main tab and Reports/Queries tab. Explains the one-time setup. (2 pp.)   104k v. 6 May 1, 2018, 10:44 AM Peyri Herrera