HCM Training Materials

PeopleSoft Support Team has created a variety of Human Capital Management (HCM) training materials to help you work in each of the different modules.

Video overview of Training Materials Webpages (March 2021, 18:25)

Visit these other web pages for additional training materials:

Navigation Guide

Have you ever racked your brain trying to remember what the naviation was for a particular PeopleSoft screen? 

Check out our newest guide that  has ALL the navigations used in our  PeopleSoft HCM and Finance guides and job aids. It groups the navigations by module for ease of use. 

                                            Guides & Job Aids                                                            Videos & Webinars

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IMPORTANT:

Mass Salary Updates DEADLINE: The completed spreadsheet for Mass Salary Updates is due at least three weeks before Paysheets are created. This time is required for the PeopleSoft Support team to audit the Excel to CI and communicate updates needed by the district prior to the file being loaded and to ensure that the paysheets will have the new compensation rate.


Retro DEADLINE:

Retro spreadsheet must be submitted in Excel to CI format three weeks before the first PreCalc. This time is required for Retirement to audit the Excel to CI and communicate updates needed by the district prior to the Excel to CI file being loaded by the PeopleSoft Support Team.


Activities:

Preparing Your Spreadsheet for Mass Salary Updates Video (02/20/19,   27:53)

Manually Updating Salary Grades Video (4:23)

This video contains 2 demos:

1. How to manually update Salary Grades and Steps including how to remove Steps that are obsolete.

2. How to inactivate a Salary Grade. 

Peoplesoft HR Training Roadmap - Position Management (11/04/22, v3.0)

Purpose of this Position Management Training Roadmap:

Identify SDCOE training resources* and outline steps to help you reach your goal of understanding and effectively adding and updating different kinds of staff positions. These training objectives, key concepts, and resources should be reviewed and referred to as you work with the Manage Position module in PeopleSoft HCM.


*As new and revised materials become available, they will be posted on the PeopleSoft Support website: https://crc.sdcoe.net/resources/hcm-training-materials.


NOTE: If you have Position Management training related questions, please submit a Service Now incident and include the Position Management topic /key concept that you require assistance with.

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ISSUE: The Position screen has a direct effect on the ability to edit the Salary Step and Step Entry Date on the Job Data record of the incumbent. If you cannot make changes to the Salary Step or Step Entry Date on Job Data, refer to this job aid and video. 


Position Management  - A Demo of Various Transactions on the new Manage Position Screen Video (04/28/22, 30:59 ) Demo Includes: Viewing an Existing position, Adding a Position (from scratch), Cloning a Position, Updating a Position, and Effective Sequencing on the new Manage position screen.

Creating a Position Using the Clone Feature in PeopleSoft (09/06/22, 1:29) Creating a position from a copy is a shortcut when you need to create a position that has similar attributes to another position. This video guides you through the simple steps. 


Position Update Demo - Changing a Department on a Position in PeopleSoft Video  (09/06/22, 1:45) Demo on how to make a Department Change on a Position. NOTE: One of the most important data fields in HCM is Department. BEFORE a Department is updated on a Position, the DBT must be considered and a new DBT must be established after the change is made but before payroll processes. 

HR3A: Entering and Maintaining Personal Information 

HR3A: Entering and Maintaining Personal Information 

Peoplesoft HR Training Roadmap - Personal Information (01/26/23, v3.1) Identify the training resources* and outline steps to help you reach your goal of understanding and effectively entering Personal Information in PeopleSoft. Topics include entering and updating all personal information including name and address changes, monitoring health and safety data, and meeting regulatory requirements.


*As new and revised materials become available, they will be posted on the PeopleSoft Support website: https://crc.sdcoe.net/resources/hcm-training-materials.


NOTE: If you have training related questions about any of the Personal Information screens, please submit a Service Now incident and include the specific topic /key concept that you require assistance with.

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Entering a Person Personal information Record in PeopleSoft (09/06/22, 4:34) This demo is for staff responsible for adding Personal Information records in PeopleSoft HCM. 

HR3B: Entering and Maintaining Job Data

HR3B: Entering and Maintaining Job Data


Peoplesoft HR Training Roadmap - Job Data (01/26/23, v3.1)

Purpose of this Job Data Training Roadmap:

Identify SDCOE training resources* and outline steps to help you reach your goal of understanding and effectively entering Job Data in PeopleSoft including New Hires, LOAs, Transfers, adding additional Employment Instances, and Terminations. These training objectives, key concepts, and resources should be reviewed and referred to as you work with the Job Data module in PeopleSoft HCM.


*As new and revised materials become available, they will be posted on the PeopleSoft Support website: https://crc.sdcoe.net/resources/hcm-training-materials.


NOTE: If you have Job Data training related questions, please submit a Service Now incident and include the Job Data topic /key concept that you require assistance with.

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Add an Employment Instance vs. Entering a Transfer Video (09/29/22, 3:30) There are two options when hiring an existing person into PeopleSoft: Transfer and Add an Employment Instance. This video explains the difference between the two and how to determine which is most appropriate for your needs. 

Accrual Hours Factor Video (09/29/22, 2:56)  The Accrual Hours Factor is a field on the job Data screen that is used to calculate leave. This field must be maintained and manually updated as changes are made to the FTE and Standard Hours, as it correlates to work hours per day based on the FTE and Standard Hours. This video walks you through the process of auditing and making changes to this important field. 

 
Job Data: Primary/Secondary Job Indicator Video (Sep 2021, 5:42) The Job Indicator field indicates that this job record is the employee's primary or secondary job. Whenever changes are made on the job data screen (i.e. add employment instances, terminations, etc.), this field must be reevaluated by the district as benefits and retirement will be based on the empl record number that is designated as Primary. This video demonstrates how to make these changes. 

HR Date Fields Video (Jun 2017 29:26)

Job Data Sample Setups Video (Apr 2018, 52:18)

Job Data Notepad Video (Jul 2018,17:41)

How to use Excel Pivot Tables to Analyze HR Data Video (Jan 2019, 48:10)

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Peoplesoft HR Training Roadmap - DBT  (11/04/22, v3.0)                       Purpose of this HR Training Roadmap for DBT:

Identify SDCOE training resources* and outline steps to help you reach your goal of understanding and effectively adding and updating Department Budget Tables (DBTs) for Positions in PeopleSoft. The roadmap is also designed to provide a high-level understanding of the impact that the DBT has in Payroll, PeopleSoft FIN, and the PEDR Report once distribution completes after payroll each month.


*As new and revised materials become available, they will be posted on the PeopleSoft Support website: https://crc.sdcoe.net/resources/hcm-training-materials.


NOTE: If you have DBT training related questions, please submit a Service Now incident and include the Position Management topic /key concept that you require assistance with.

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Overview of the Department Budget Table (DBT) Video (Nov. 2022, 7:24) This video is an overview of the Department Budget Table (DBT). It shows what a DBT looks like, various DBT configurations, and their relationship to Positions and Timesheets. 

Personalizing the DBT Video (09/23/22, 2:11)  PeopleSoft’s delivered default view on the data entry portion of the DBT screen shows several columns and tabs that are not configured for our use. Customizing the screen to display only the fields you need for entering data is an easy one-time set up. Follow the steps in this video to nicely organize the relevant DBT data on one tab. Once changes are applied, only the items you need will be shown going forward, everything else will be hidden. 


Adding a Combo Code to an Existing DBT (09/06/22, 1:57) Each Position must have a valid DBT for earnings and fringes to be expensed to the appropriate budgets (chart strings) when payroll is processed. This demo shows you how to add a combo code (chart string) to a DBT.

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