HCM Training Materials

Add Headings and they will appear in your table of contents.

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)

Navigation Guide

Have you ever racked your brain trying to remember what the navigation 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

Introduction to PeopleSoft Roadmap.pdf (08/10/23, v1.4) The purpose of this roadmap is to take you through steps to learn the basic terminology, rules of thumb, navigations, searching and running reports used in PeopleSoft Human Capital Management (HCM), Finance and Employee Self-Service (ESS).

Master Guide:

Job Aids:

Presentations:

Getting Started with PeopleSoft:


Basic PeopleSoft Functionality:


Troubleshooting Videos:

Peoplesoft Training Roadmap - Absence Management.pdf (08/01/23, v1.2) This roadmap outline steps to help you reach your goal of processing and tracking absence events (leave requests).

Master Guide: 

Job Aids:

Templates:

Videos:



PeopleSoft Training Roadmap - Benefits Administration.pdf (08/01/23, v1.1) This roadmap outline steps to help you reach your goal of understanding PeopleSoft Benefit Administration.

Master Guide: 

Supporting Guides: 

Videos:


Presentation: 



Master Guide:

Templates:

Supporting Guide: 

Job Aids:

Presentations:

Master Guide: 

Job Aids:

Presentations:

Master Guide: 

Videos:

Master Guide: 

Job Aids:


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:

Videos:

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.pdf (09/26/23, v3.4)

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.

Master Guide: 

Supplemental Guides:

Job Aids:

Activities:

NOTE: The activity titled PeopleSoft HR2 AND HR3B: Updating a Position and the Incumbent's Job Data record to reflect the Position Update provides users with advanced hands-on training and is designed to be used with the video tutorial titled Manually Updating the Job Data Record of the Incumbent to Reflect a Position Change. (6:29). 

Other:

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. 


Videos:

HR3A: Entering and Maintaining Personal Information 

HR3A: Entering and Maintaining Personal Information 

Peoplesoft HR Training Roadmap - Personal Information.pdf (08/03/23, v3.3) 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.

Master Guide: 

Job Aids:

Checklists:

Activities:


Videos:

HR3B: Entering and Maintaining Job Data

HR3B: Entering and Maintaining Job Data


Peoplesoft HR Training Roadmap - Job Data.pdf (08/02/23, v3.4)

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.

Master Guide: 

Supplemental Guides:

Job Aids:

Checklists: 

Activities:

NOTE: The activity titled PeopleSoft HR2 AND HR3B: Updating a Position and the Incumbent's Job Data record to reflect the Position Update provides users with advanced hands-on training and is designed to be used with the video tutorial titled Manually Updating the Job Data Record of the Incumbent to Reflect a Position Change. (6:29). 

Presentations:


Videos:

Master Guide: 

Updated with new Position Mgmt screen to do PAF Requests.

NOTE: This guide includes FAQs that will help you evaluate and troubleshoot data and approvals issues related to the PAF. Please review the FAQs before entering a Service Now Incident. 

Peoplesoft HR Training Roadmap - DBT.pdf  (09/12/23, v3.4) 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.

Master Guide: 

Job Aids:

Activities:


Videos:

PeopleSoft Training Roadmap - Payroll.pdf (08/30/23, v1.0)  

This roadmap identifies SDCOE training resources and outline steps to help you reach your goal of understanding and effectively adding and updating different kinds of Payroll data.

Master Guide: 

Payroll Calendars and Due Dates:

Job Aids:


Job Aids:

Checklists:

Templates: 

Presentations:

Master Guide: 

Supporting Guide: 

Job Aids:

Master Guide: 

Checklists:

   Individual Checklists:


Peoplesoft Training Roadmap - Time and Labor.pdf (12/01/23, v1.2) This roadmap will help you identify SDCOE training resources and outline steps to help you reach your goal of entering, adjusting, and approving positive and exception time worked.

Master Guide: 

Supporting Guide: 

Supporting Guide: 

Videos: