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Guides and Job Aids

The CRC will continue to upload the newest versions of guides and job aids as revisions are made.
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Activities used in AM1 & AM2 training. Updated 05/11/16. (4 pp.)    41k v. 2 May 13, 2016, 4:38 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. 2 May 13, 2016, 4:37 PM Peyri Herrera
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Presentation used for AM1: Absence Management Entry for Group 4. (21 slides)  1270k v. 2 May 13, 2016, 4:38 PM Peyri Herrera
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Presentation used for AM2: Absence Management Admin for Group 4. (11 slides)  444k v. 2 May 13, 2016, 4:39 PM 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 05/11/16, v4.0 (79 pp.)            3093k v. 2 May 13, 2016, 4:32 PM Peyri Herrera
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AM has been enhanced to allow organizations to charge expenses to differenct Combination Codes if they want.  286k v. 2 Feb 6, 2017, 3:37 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.)  114k v. 3 Feb 17, 2015, 9:51 AM Vanessa Boyle
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1099 Processing in PeopleSoft, v3.1, Updated on 11/18/16 (19 pp.)   704k v. 3 Nov 21, 2016, 4:09 PM Peyri Herrera
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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 guide is for staff responsible for maintaining information about suppliers, payments made to service providers and products used for building upkeep, school materials, cafeteria supplies, etc. Updated 08/30/16, v5.0. (109 pp.)   3612k v. 2 Dec 5, 2016, 1:04 PM Peyri Herrera
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Presentation used for AP1: Accounts Payable.   536k v. 2 Sep 15, 2015, 4:24 PM Vanessa Boyle
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Activities used in AP2 training. Updated 05/22/15.    138k v. 2 Jun 8, 2015, 12:38 PM Peyri Herrera
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  728k v. 2 Dec 23, 2015, 4:08 PM Vanessa Boyle
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This guide is for staff responsible for the occasional use and review of Accounts Payable information. It covers selecting options, running reports, and accessing and analyzing the contents of AP reports. Version 3.0, updated 06/08/15. (29 pp.)  1005k v. 2 Jun 8, 2015, 12:36 PM 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. 4 Dec 19, 2014, 4:08 PM Peyri Herrera
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Job aid. (2 pp.)   172k v. 5 Aug 30, 2015, 4:22 PM Vanessa Boyle
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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. 5 Aug 30, 2015, 4:22 PM Vanessa Boyle
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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. Version 4.0, updated 2/9/16. (49 pp.)  2114k v. 2 Apr 5, 2016, 3:57 PM Peyri Herrera
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Activities used in AR2 training. Updated 12/14/14.   186k v. 2 Nov 4, 2015, 10:35 AM Vanessa Boyle
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Version 2.0, updated December 8, 2014. (29 pp.)   707k v. 2 Dec 19, 2014, 4:53 PM Peyri Herrera
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Version 2.1, updated November 25, 2014. (39 pp.)   1852k v. 2 Dec 19, 2014, 4:53 PM Peyri Herrera
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Activities used in BA1 class for Group 5. Updated 11/02/16 (4 pp.)     31k v. 2 Nov 3, 2016, 10:25 AM 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. Version 5.1, updated 02/06/17. (90 pp.)        6382k v. 2 Feb 6, 2017, 4:20 PM Barbara Thiss
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Presentation used for BA1 training for Group 5. (22 slides)   802k v. 2 Nov 3, 2016, 10:21 AM 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. 2 May 16, 2016, 3:09 PM Peyri Herrera
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This job aid describes how to run the (1) M_HR_PAY_ACA_REPORT query, and (2) ACA Report by District custom report. Version 1.0, updated 10/31/16. (5 pp.)  252k v. 2 Oct 31, 2016, 10:32 AM Peyri Herrera
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The Retiree Benefits Guide covers administrative process for organizations that offer benefits to their retired employees. v1.1, updated 09/16/16 (65 pp.)   3566k v. 2 Sep 23, 2016, 9:37 AM Peyri Herrera
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Activity sheet used in Group 5 KK1 training. Updated 08/01/16. (2 pp.)    27k v. 3 Aug 15, 2016, 12:40 PM Peyri Herrera
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This guide is for staff responsible for reviewing and troubleshooting control budgets done in the KK module. Covers budget reports and inquiries. Version 5.0, updated 08/12/16. (42 pp.)   1613k v. 2 Aug 15, 2016, 12:41 PM Peyri Herrera
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Presentation used for Group 5 KK1 training. Updated 08/12/16. (12 slides)  311k v. 2 Aug 15, 2016, 12:42 PM Peyri Herrera
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Activity sheet used in Group 5 KK2 training. Updated 08/01/16. (1 p.)    16k v. 3 Aug 15, 2016, 12:42 PM Peyri Herrera
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This guide is for staff responsible for maintaining and approving control budgets in the KK module. Covers budget accounts, journals and ledgers, as well as entering and approving budgets. Version 5.0, updated 08/15/16. (58 pp.)   1884k v. 2 Aug 15, 2016, 12:43 PM Peyri Herrera
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Presentation used for Group 5 KK2 training. Updated 08/15/16. (10 slides)  225k v. 2 Aug 15, 2016, 12:43 PM Peyri Herrera
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Click Download. Use this template in Part A of Importing Budget Journals v1.0.pdf.  26k v. 3 Sep 4, 2014, 11:36 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. 3 Sep 4, 2014, 11:36 PM Peyri Herrera
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Click Download. Use this macro in Part B of Importing Budget Journals v1.0.pdf.  25k v. 3 Sep 4, 2014, 11:36 PM 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. 2 Dec 2, 2015, 3:11 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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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 guide covers how to log in to ESS, change your password, enroll in "Forgot My Password", enter absences and view balances, approve absences (managers), and view paychecks. Version 1.2, updated May 28, 2015. (28 pp.)    967k v. 2 May 28, 2015, 1:37 PM Peyri Herrera
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Presented during the May 2016 Third Thursday Demo. Updated 05/19/16 (7 slides)  540k v. 5 May 19, 2016, 12:13 PM Peyri Herrera
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Presented during the January 2016 Third Thursday Demo. Updated 01/21/16 (6 slides)  501k v. 2 Jan 21, 2016, 10:45 AM Peyri Herrera
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For employees at districts that go live with PeopleSoft HCM. These directions cover how to log into the ESS, change a password, and view paychecks. (4 pp.)     181k v. 3 Jan 27, 2016, 12:42 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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Webinar recording #1 of Finance for HCM Only Districts from January 6, 2016. 1 hour and 6 minutes is the duration of the webinar.   Jan 7, 2016, 3:45 PM Vanessa Boyle
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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.   Jan 7, 2016, 3:30 PM Vanessa Boyle
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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 (5 slides)  120k v. 4 May 21, 2015, 9:24 AM 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 MITI. Updated 05/21/15, 21 slides.  1559k v. 3 May 21, 2015, 9:24 AM 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 11/28/16, v3.1 (84 pp.)     2772k v. 2 Nov 28, 2016, 5:01 PM Peyri Herrera
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Financial Asset Management presentation used in FAM1 training in August 2016. Updated 08/22/16. (24 slides)   394k v. 2 Aug 22, 2016, 1:15 PM Peyri Herrera
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Excerpt of the flowchart from pp.22-23 in the FAM1 guide. (2 pp.)  63k v. 2 Aug 22, 2016, 1:15 PM Peyri Herrera
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Activity sheet used in Group 5 GL1 training. Updated 08/12/16. (3 pp.)    48k v. 3 Aug 15, 2016, 12:47 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.  106k v. 2 Jan 27, 2017, 4:37 PM Barbara Thiss
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Demostrates and discusses changes to Auditor's Transfer process that take effect February 1, 2017  377k v. 2 Jan 27, 2017, 1:38 PM Barbara Thiss
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Instuctions on how to use Correct Suspense Entries screen to clear Payroll suspense.  293k v. 2 Mar 15, 2017, 10:45 AM Barbara Thiss
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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. Updated 08/14/16, v5.0. (145 pp.)     7577k v. 2 Aug 15, 2016, 12:46 PM Peyri Herrera
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Presentation used for Group 5 GL1 training. Updated 08/15/16. (47 slides)  1899k v. 2 Aug 15, 2016, 12:47 PM Peyri Herrera
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Activities used in GL2 class. Updated 05/28/15.  294k v. 2 Nov 4, 2015, 11:03 AM Vanessa Boyle
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Version 2.1, updated November 4, 2014. (42 pp.)    2230k v. 2 May 6, 2015, 4:48 PM Vanessa Boyle
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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. 3 Mar 14, 2016, 5:55 PM Peyri Herrera
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Version 1.0, updated on 09/28/15 (14 pp.)  1007k v. 3 Sep 28, 2015, 4:54 PM Vanessa Boyle
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  39k v. 2 Sep 28, 2015, 4:55 PM Vanessa Boyle
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  150k v. 2 Jan 20, 2016, 4:22 PM Peyri Herrera
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  9713k v. 2 Jan 20, 2016, 4:22 PM Peyri Herrera
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  1641k v. 2 Sep 28, 2015, 4:55 PM Vanessa Boyle
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  6145k v. 2 Sep 28, 2015, 4:56 PM Vanessa Boyle
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  371k v. 2 Nov 17, 2015, 9:10 AM Peyri Herrera
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Provides report name, report number, description, and navigation to GL and KK reports. (2 pp.)   50k v. 3 Sep 4, 2014, 11:41 PM Peyri Herrera
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This guide explains how to use process AM balance adjustments through Excel to CI. Version 1.1, updated 04/12/17. (37 pp.)  1159k v. 2 Apr 26, 2017, 3:43 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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Rapid Time: Activity sheet used for Rapid Time training. Updated Navember 3, 2015.  197k v. 2 Feb 6, 2017, 7:52 AM Barbara Thiss
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Required for ALL Excel/CI spreadsheets. Please use Internet Explorer to download this file.  71k v. 6 Mar 6, 2017, 9:33 AM Barbara Thiss
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AM Balance Adjustment Entry Spreadsheet: Please use Internet Explorer to download this file.  46k v. 2 Mar 6, 2017, 9:37 AM Barbara Thiss
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AM Balance Adjustment Excel/CI Spreadsheet: Please use Internet Explorer to download this file.  3361k v. 2 Mar 6, 2017, 9:36 AM Barbara Thiss
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Rapid Time Excel/CI Spreadsheet: Please use Internet Explorer to download this file.  3384k v. 7 Mar 6, 2017, 9:33 AM Barbara Thiss
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Rapid Time: Presentation used in T&L Rapid Time training.   264k v. 4 Feb 6, 2017, 7:56 AM Barbara Thiss
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Rapid Time: This guide explains how to use Rapid Time through Excel to CI and notes the deadlines and cautions for using Rapid Time. Updated 11/03/15,v1.2.(47 pp.)    2762k v. 4 Feb 6, 2017, 7:57 AM Barbara Thiss
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Agenda for end-to-end session for Group 5. (4 pp.)  499k v. 2 Dec 9, 2016, 3:51 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. 2 Dec 9, 2016, 3:50 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. 2 Dec 9, 2016, 3:50 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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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. 4 Jun 16, 2016, 10:47 AM Peyri Herrera
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Activities used for HR1 Salary Administration for Group 5. Updated 10/26/16 (3 pp.)     150k v. 4 Nov 3, 2016, 10:52 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. v4.0. Updated 10/26/16 (45 pp.)    1771k v. 2 Nov 3, 2016, 10:38 AM Peyri Herrera
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Presentation used for HR1 training for Group 5. (27 slides)   1938k v. 2 Nov 3, 2016, 10:39 AM Peyri Herrera
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Activities used for HR2 Position Management for Group 5. Updated 11/03/16 (2 pp.)    30k v. 2 Nov 3, 2016, 10:41 AM 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 11/02/16, v5.0 (52 pp.)     1964k v. 2 Nov 3, 2016, 10:41 AM Peyri Herrera
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Presentation used for HR2 training for Group 5. (41 slides)   1232k v. 2 Nov 3, 2016, 10:42 AM Peyri Herrera
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This job aid describes how to use the Add/Update Position Info for the Reduced Workload Program (RWP). (3 pp.)  127k v. 3 Sep 4, 2014, 11:43 PM Peyri Herrera
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Activity sheet used for hiring a new certificated staff member in HR3 training. (2 pp.)  50k v. 2 May 13, 2016, 4:52 PM Peyri Herrera
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Activity sheet used for hiring a new classified staff member in HR3 training. (2 pp.)  19k v. 2 May 13, 2016, 4:53 PM Peyri Herrera
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Presentation used for HR3 training for Group 5. (31 slides)   1042k v. 2 Nov 29, 2016, 12:06 PM 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. Version 5.0, updated 11/08/16. (93 pp.)    3278k v. 2 Nov 29, 2016, 12:04 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. 2 May 13, 2016, 4:52 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. Version 5.0, updated 02/09/17. (37 pp.)    1570k v. 2 Feb 23, 2017, 2:34 PM Barbara Thiss
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Activity sheet used in HR5 training for Group 4. (2 pp.)   21k v. 2 May 27, 2016, 11:00 AM Peyri Herrera
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If an Effective Date is entered incorrectly on the Department Budget Table (DBT) and is not corrected before it is expensed against during Payroll, the DBT’s Effective Date become locked and can no longer be taken back to an earlier date with the use of Correct History. This document provides a workaround for adding combo codes to DBTs with a "locked" effective date.  113k v. 2 Apr 4, 2017, 3:09 PM Becky Fino
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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. Version 1.0, published 04/26/17. (2 pp.)  76k v. 2 Apr 26, 2017, 3:30 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 05/26/16, v4.0. (66 pp.)  3446k v. 2 May 27, 2016, 9:40 AM Peyri Herrera
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Presentation used for HR5 training for Group 4. (50 slides)   1960k v. 2 May 27, 2016, 9:41 AM Peyri Herrera
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Prezi presentation describing the understanding of Department Budget Table in PeopleSoft HR module.   Mar 7, 2016, 9:05 AM Vanessa Boyle
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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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Prezi presentation describing the importance of Effective Dates in PeopleSoft.  Feb 4, 2016, 3:23 PM 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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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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Hyperion administration export data - Budget Upload template  2081k v. 2 Jan 31, 2017, 11:50 AM Barbara Thiss
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  3408k v. 2 Apr 13, 2017, 12:10 PM Barbara Thiss
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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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PowerPoint presentation used for HYP1 Introduction to Hyperion training. Updated 12/01/16. (30 slides)  1036k v. 2 Dec 1, 2016, 8:36 AM Peyri Herrera
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PowerPoint presentation used for HYP2 Working With Your Extracts training. Updated 12/05/16. (12 slides)   206k v. 2 Dec 5, 2016, 1:41 PM Peyri Herrera
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PowerPoint presentation used for HYP3 Common Tasks training. Updated 12/09/16. (12 slides)   222k v. 2 Dec 9, 2016, 3:53 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 v2.0.   55k v. 2 Mar 9, 2017, 10:14 AM Barbara Thiss
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Hyperion User Guide excerpt used for HYP5 training. v0.1DRAFT, updated 01/26/17. (41 pp.)   1686k v. 2 Mar 23, 2017, 10:19 AM Barbara Thiss
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Hyperion User Guide excerpt used for HYP6 training. v0.1DRAFT, updated 01/30/17. (16 pp.)    1392k v. 2 Mar 23, 2017, 10:19 AM Barbara Thiss
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Hyperion User Guide excerpt used for HYP1 training. v0.5DRAFT, updated 11/29/16. (37 pp.)  1195k v. 2 Dec 1, 2016, 8:37 AM Peyri Herrera
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Hyperion User Guide excerpt used for HYP2 training. v0.5DRAFT, updated 12/02/16. (23 pp.)   384k v. 2 Dec 5, 2016, 1:40 PM Peyri Herrera
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Hyperion User Guide excerpt used for HYP3 training. v0.5DRAFT, updated 12/09/16. (37 pp.)    1965k v. 2 Dec 9, 2016, 3:53 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. 2 Feb 16, 2017, 4:38 PM Barbara Thiss
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Pseudo Name Reqest Spreadsheet.  12k v. 2 Mar 13, 2017, 2:05 PM Barbara Thiss
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Activity sheet used in Group 5 Finance Introduction to PeopleSoft training. Updated 08/05/16. (3 pp.)   42k v. 4 Aug 8, 2016, 2:43 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. 3 Nov 3, 2016, 10:30 AM Peyri Herrera
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Presentation used during Group 5 Finance training in conjunction with Intro to PeopleSoft guide. (29 slides)    1909k v. 3 Aug 8, 2016, 2:43 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 01/28/16, v2.0. (43 pp.)  1488k v. 3 Feb 1, 2016, 9:54 AM Peyri Herrera
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Presentation used during Group 5 HCM training in conjunction with Intro to PeopleSoft guide. (29 slides)    2080k v. 3 Nov 3, 2016, 10:30 AM Peyri Herrera
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One-page handout for Group 5 Finance organizations. Provided in all INTRO sections.  160k v. 3 Aug 8, 2016, 2:46 PM Peyri Herrera
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One-page handout for Group 5 HCM organizations. Provided in all INTRO sections.   69k v. 3 Nov 3, 2016, 10:34 AM 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. 3 Apr 18, 2014, 3:57 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. 3 Mar 23, 2016, 5:06 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. 3 Feb 6, 2014, 5:43 PM Peyri Herrera
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A list of 12 demos conducted in 2015. Updated 12/22/15, v1.0. (2 pp.)  54k v. 3 Dec 22, 2015, 12:39 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. 3 Nov 19, 2015, 9:52 AM Peyri Herrera
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Activities used in INV1 class. Updated on 02/26/16.   33k v. 3 Mar 2, 2016, 4:29 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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Presentation used for IN1 Inventory training. Updated February 26, 2016. (23 slides)  349k 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 1.0, updated 02/26/16. (14 pp.)  453k v. 3 Mar 17, 2016, 9:46 AM Peyri Herrera
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AP refresher activities authored by MITI, used for Finance refresher sessions. (4 pp.)   43k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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AR refresher activities authored by MITI, used for Finance refresher sessions. (4 pp.)   106k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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GL refresher activities authored by MITI, used for Finance refresher sessions. (7 pp.)   64k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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INV refresher activities authored by MITI, used for Finance refresher sessions. (11 pp.)   70k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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KK refresher activities authored by MITI, used for Finance refresher sessions. (8 pp.)   71k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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PO refresher activities authored by MITI, used for Finance refresher sessions. (7 pp.)   63k v. 2 Nov 22, 2016, 11:28 AM Peyri Herrera
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This job aid provides earnings code descriptions.  135k v. 2 Jan 30, 2017, 4:19 PM Barbara Thiss
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This job aid covers the setup of Alternative Retirement System record in PeopleSoft for an individual employee. It explains how to adjust Employee and Employer deductions/contributions when necessary. v1.1 (6 pp.)    384k v. 2 Jan 8, 2016, 10:01 AM Vanessa Boyle
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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.)  105k v. 5 Jul 11, 2016, 10:19 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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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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Activities used in PR1 Payroll Refresher session for Group 3. Updated 12/16/15 (4 pp.)   28k v. 3 May 19, 2016, 4:07 PM Peyri Herrera
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Activities used for PR1 Payroll for Group 5. Updated 11/17/16 (7 pp.)      50k v. 3 Nov 17, 2016, 5:08 PM Peyri Herrera
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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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Use this job aid for items related to Monthly Payroll Processing. Includes definitions, a sample payroll calendar, and action items. Updated 11/17/16, v2.6 (10 pp).   220k v. 4 Nov 17, 2016, 3:58 PM 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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Presentation used for PR1 Payroll for Group 5. (19 slides)   1119k v. 2 Nov 17, 2016, 3:59 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. v4.0. Updated 05/19/16 (90 pp.)    2700k v. 2 May 19, 2016, 4:08 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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Handout from the June 2016 User Group Meeting. (10 pp.)  896k v. 2 Jul 13, 2016, 3:02 PM Peyri Herrera
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Activity sheet used in Group 5 PO1 training. Updated 08/16/16. (4 pp.)    41k v. 2 Aug 16, 2016, 4:20 PM Peyri Herrera
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Presentation used for PO1A (Requisitions for Purchasing Dept). Updated 08/16/16 (41 slides)  1002k v. 2 Aug 16, 2016, 4:58 PM Peyri Herrera
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A flowchart that illustrates the steps to creating a requisition. This is p.12 of the PO1 guide. (1 p.)  48k v. 2 Feb 17, 2016, 1:06 PM Peyri Herrera
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This guide is for staff responsible for entering and maintaining requisitions for items to be purchased. The complete PO1 guide is used in PO1A training (Purchasing Dept) and an excerpt is used for PO1B training (School Sites & Departments). Updated 08/16/16, v5.0. (91 pp.)   3040k v. 2 Aug 16, 2016, 4:21 PM Peyri Herrera
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Activities used in Group 5 PO2 training. Updated 08/29/16 (4 pp.)  35k v. 4 Aug 29, 2016, 9:28 AM 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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Presentation used for PO2: Purchase Orders. Updated Aug 2016. (22 slides)   549k 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. Version 4.0, updated 9/12/16. (51 pp.)   1677k v. 2 Sep 13, 2016, 5:15 PM Peyri Herrera
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Presentation used for PO3: Receiving Goods and RTVs in September 2016. (12 slides)   475k v. 2 Sep 13, 2016, 5:15 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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Presentation used for PO4: Request for Quotes.  285k v. 2 Sep 15, 2015, 4:19 PM Vanessa Boyle
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Activities used in QY1 Finance training. Updated 08/18/15.    217k v. 5 Nov 4, 2015, 11:21 AM Vanessa Boyle
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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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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 10/26/15, v1.4. (36 pp.)  2299k v. 2 Oct 26, 2015, 12:32 PM Peyri Herrera
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Presentation used for QY1 (Query Viewer) for Finance queries. Updated 06/04/15, 12 slides.    1138k v. 2 Jun 5, 2015, 12:04 PM Peyri Herrera
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The presentation used for the April 2017 Finance Query Manager demo. (16 slides)  429k v. 2 Apr 21, 2017, 12:28 PM Peyri Herrera
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KNOWN ISSUE: Navigate to Timesheet either by going to your “Recently Used” or through the Main Menu. Do not use My Favorites. (1 p.)  175k v. 2 May 13, 2016, 4:56 PM 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. 2 Nov 3, 2016, 10:27 AM 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. 2 May 13, 2016, 4:58 PM 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 05/08/16, v4.0. (116 pp.)     4888k v. 2 May 13, 2016, 4:55 PM Peyri Herrera
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Presentation used in TL1 training for Group 5. Updated 11/2/16. (17 slides)   1157k v. 2 Nov 3, 2016, 10:27 AM Peyri Herrera
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FOR ORGANIZATIONS THAT USE T&E. These are quick start directions for creating TAs and ERs. See the September 2016 Third Thursday demo to use in conjunction with these slides. Version 2.0, updated 9/15/16 (18 slides)  688k v. 2 Sep 15, 2016, 9:30 AM Peyri Herrera
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Cheat sheet for data entry of TAs/ERs. Extracted from TE1 guide. (1 page).  53k v. 2 Sep 27, 2016, 10:38 AM 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 09/14/16, v2.0. (52 pp.)     1883k v. 3 Sep 27, 2016, 10:04 AM 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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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. Published 09/21/16, v1.0. (34 pp.)      1163k v. 2 Sep 27, 2016, 10:40 AM 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. Published 10/10/16, v1.0. (10 pp.)  149k v. 2 Nov 4, 2016, 1:07 PM Peyri Herrera
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Activity sheet used for 2017 Finance Year End Closing session (6 pp.)   583k v. 2 Apr 7, 2017, 7:30 AM Barbara Thiss
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Activity sheet used for Inventory Year End Closing session 2017 (7 pp.)   291k v. 2 Apr 7, 2017, 7:33 AM Barbara Thiss
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Activity sheet used for Finance Year End Closing session 2017 (11 pp.)   785k v. 2 Apr 7, 2017, 7:33 AM Barbara Thiss
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PeopleSoft Finance 2017 year end closing activities with a schedule of classes and open labs for purchasing, finance, and inventory.  32k v. 3 Feb 3, 2017, 3:58 PM Barbara Thiss
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This guide covers Year End Closing in PeopleSoft Finance for Purchasing, Inventory, Accounts Payable, Accounts Receivable, General Ledger, and Commitment Control. Version 4.4, updated April 3, 2017 (144 pp.)         1868k v. 2 Apr 7, 2017, 7:40 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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Presentation used for Finance Year End Closing session (100 slides).   3388k v. 2 Apr 7, 2017, 8:10 AM Barbara Thiss
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Presentation used during Inventory Year End Closing session (65 slides).    1759k v. 2 Apr 7, 2017, 7:38 AM Barbara Thiss
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Presentation used for Purchasing Year End Closing session (53 slides).   1422k v. 3 Apr 7, 2017, 7:37 AM Barbara Thiss