New & Updated Financials Job Aids
03/10/2010 - 14:59
There are several new eProcurement and Expenses Job Aids now available in the Job Aids page. Some of these show how to run Budget Reports. Other Job Aids have also been updated there. You'll know which ones they are by the "NEW" or "UPDATED" words next to their titles. To view these Job Aids, click the Read and Learn link (the light bulb icon on this page) and then click the Job Aids link. Scroll the page up until you find the ePro or Expenses sections.
PeopleSoft Training Classes for March 2010
02/26/2010 - 14:20
Below is the list of dates for all PeopleSoft training classes being offered in March.
HR (Human Resources) Classes:
• Mar 11 & 12 - Time and Labor (2 sessions)
• Mar 25 - PAR Processing
Financials Classes:
• Mar 10 & 11 - eProcurement (2 sessions)
• Mar 24 - Expenses
PeopleSoft for Site Admins Classes:
• Mar 18
PeopleSoft Open Lab:
• Friday, March 19, 2010 (8:00am-11:00am) (12:00pm-3:00pm) Bungalow B5
NOTE: PeopleSoft classes are held at the Fremont Training Center in Bungalow B5 or B6.
Click here to register for classes using ERO.
Click here to see map with directions to the Fremont Training Center.
One-to-One Position Management "Is Live" as of Tuesday, Feb. 16!
02/15/2010 - 14:19
One-to-One Position Management is Here!
Read the FAQ (Frequently Asked Questions).
Job Aids and Handbooks UPDATED for One-to-One Position Management
PAR Open Labs
02/09/2010 - 10:35
For in-person assistance with PAR questions after the Position Management Upgrade, attend a PAR Open Lab on Friday, February 19 (12:00 - 3:00pm) or Friday, February 26 (8:00-11:00am) (12:00-1:30pm) at Fremont Training Center, Bungalow B5.
Assistance is on a first-come, first-served basis.
To ensure adequate staff is on hand to assist you, please register here.
NOTE: The PAR Open Lab is not a place to receive training. It is a place to receive assistance once you have been trained. Attendees can bring necessary materials to complete their actual work.
Click here to see map with directions to the Fremont Training Center.
Layoff/Bumping Open Lab
02/09/2010 - 10:24
For in-person assistance with Layoff/Bumping questions, attend an Open Lab on Thursday, February 25 (8:00 - 11:00am) at Fremont Training Center, Bungalow B5.
Assistance is on a first-come, first-served basis.
To ensure adequate staff is on hand to assist you, please register here.
Attendees can bring necessary materials to complete actual work at the session.
Click here to see map with directions to the Fremont Training Center.
One-to-One Position Management "Goes Live" Tuesday, Feb. 16!
02/08/2010 - 11:03
One-to-One Position Management will be introduced starting on Tuesday, February 16, 2010.
Please read the FAQ (Frequently Asked Questions) about the changes coming soon with One-to-One Position Management.
PeopleSoft Training Classes for February 2010
02/01/2010 - 10:26
Below is the list of dates for all PeopleSoft training classes being offered in February.
HR (Human Resources) Classes:
• Feb 4 - Time and Labor Tune-up
Financials Classes:
• Feb 18 & 19 - eProcurement (2 sessions)
• Feb 11 - Expenses
PeopleSoft for Site Admins Classes:
• Feb 5
• Feb 23
PeopleSoft Open Lab:
• Friday, February 26, 2010 (8:00am-11:00am) (12:00pm-1:30pm) Bungalow B5
NOTE: PeopleSoft classes are held at the Fremont Training Center in Bungalow B5 or B6.
Click here to register for classes using ERO.
Click here to see map with directions to the Fremont Training Center.
PAR Cut-Off Update
01/20/2010 - 08:54
Jan. 19 was the last day for traditional sites and central offices to submit PARs.
Friday, Jan. 22, is the last day for year-round sites to submit PARs.
During the PAR cut-off period, Jan. 23-Feb. 11, ALL sites will still be able to submit Termination, Leave of Absence and Salary Change PARs.
After Jan. 22, if a site has a critical change that will affect employee pay (such as a new hire, FTE change or classified transfer from year round to traditional site), please contact the PAR Triage Hotline at (619) 725-8101 and a PAR will be created by HR.
On Tuesday, Feb. 16, all sites will be able to submit all PAR types again.
Cancellation of Obsolete PARs: To expedite processing of current PARs, all obsolete PARs (those requested prior to Jan. 1, 2009) will be cancelled by the system by Jan. 22, 2010.
For questions about the PAR Cut-Off, please contact the PAR Triage Hotline at (619) 725-8101.
Reconfiguration of Position Management module in PeopleSoft HCM
01/14/2010 - 08:12
*Please note change in deadline for PAR Cut-off*
UPDATE PAR Cut-Off 1/19/2010 (Traditional and Central Office) 1/22/2010 (Year-round)
To allow central office to process all current PARs (over 1300), a PAR cut-off of 1/19/2010 for traditional calendar sites and Central Office Departments and 1/22/2010 for year-round sites.
Reconfiguration of Position Management module in PeopleSoft HCM
01/11/2010 - 13:14
The newly reconfigured Position Management module in PeopleSoft HCM will ‘go-live’ in mid February 2010.
Who will be affected by the changes to Position Management?
Site staff that are responsible for submitting or approving PARs and reviewing Allocation Status and Filled Position reports will be affected by the reconfiguration of Position Management.Why is Position Management being reconfigured?The current configuration of Position Management at the District allows multiple people to share the same position number. In order to reduce the amount of manual intervention of staff to maintain and process data and to enhance the District’s ability to adequately project and monitor salary and benefit costs, a project is underway to reconfigure to a one-position-to-one person relationship for salaried positions. (Hourly positions will not be affected.)
How does the reconfiguration of Position Management affect me?
Representatives from HR, Finance and IT have been working with site representatives and consultants from Empower Solutions for several months on implementation tasks. Although detailed information and updated training materials will be available for you in January, some initial information is being provided to give you a preview of some of the changes. The following topics are relevant to site staff that are responsible for submitting or approving PARs and reviewing Allocation Status and Filled Position reports:
PARs
Converting to the new one-to-one configuration will require some changes on the PAR. These changes will be identified on all of the related job aides, handbooks and documentation. It’s not anticipated that they will be significant enough to require classroom training. In addition to the updated documentation, the IT Training group will hold Open Labs to assist staff with the new and changed functions of the PAR.
Because of the renumbering/conversion of positions, a PAR Cut-Off will go into effect 1/18/2010. No PARs will be submitted after this date until after the Position Management project go-live in mid-February. This will give HR and Budget some time to complete or cancel all remaining PARs in the bin before go-live.
Position Number Conversion
All positions currently start with a ‘1’. During the conversion to the new one-to-one model, all new salaried positions created from conversion will start with a ‘2’. All positions created after go-live will start with a ‘3’. This ensures a relatively easy method to track pre, converted and post go-live positions.
Organizational Structure – Reports to
In order to use some of the self-service and workflow functions available and to eventually produce organization charts, the organization structure must be defined and built into PeopleSoft. An initial pass during the project conversion will update the ‘reports to’ field on the new positions with the highest level position in the same department. There will be additional information gathering and work post go-live to get the true supervisory position identified for each position. Then ongoing reporting changes will be identified by sites through the PAR.
How do I learn more about the changes with Position Management?
The project team is updating the job aids and documentation to assist you with learning more about changes associated to the reconfiguration of Position Management. Stay tuned for more information! If you have specific questions, please contact Jessica Youngs, Information Technology at jyoungs@sandi.net.
PeopleSoft Training Classes for January 2010
12/15/2009 - 10:52
Below is the list of dates for all PeopleSoft training classes being offered in January.
HR (Human Resources) Classes:
• Jan 7 & 8 - Time and Labor (2 sessions)
• Jan 27 - Time and Labor Tune-up
Financials Classes:
• Jan 13 & 14 - eProcurement (2 sessions)
• Jan 6 - Expenses
PeopleSoft Open Lab:
• Friday, January 15, 2010 (8:00am-11:00am) (12:00pm-3:00pm) Bungalow B5
NOTE: PeopleSoft classes are held at the Fremont Training Center in Bungalow B5 or B6.
Click here to register for classes using ERO.
Click here to see map with directions to the Fremont Training Center.
Reconfiguration of Position Management module in PeopleSoft HCM
12/11/2009 - 11:46
The newly reconfigured Position Management module in PeopleSoft HCM will ‘go-live’ in mid February 2010.
Who will be affected by the changes to Position Management?
Site staff that are responsible for submitting or approving PARs and reviewing Allocation Status and Filled Position reports will be affected by the reconfiguration of Position Management.
Why is Position Management being reconfigured?
The current configuration of Position Management at the District allows multiple people to share the same position number. In order to reduce the amount of manual intervention of staff to maintain and process data and to enhance the District’s ability to adequately project and monitor salary and benefit costs, a project is underway to reconfigure to a one-position-to-one person relationship for salaried positions. (Hourly positions will not be affected.)
How does the reconfiguration of Position Management affect me?
Representatives from HR, Finance and IT have been working with site representatives and consultants from Empower Solutions for several months on implementation tasks. Although detailed information and updated training materials will be available for you in January, some initial information is being provided to give you a preview of some of the changes. The following topics are relevant to site staff that are responsible for submitting or approving PARs and reviewing Allocation Status and Filled Position reports:
PARs
Converting to the new one-to-one configuration will require some changes on the PAR. These changes will be identified on all of the related job aides, handbooks and documentation. It’s not anticipated that they will be significant enough to require classroom training. In addition to the updated documentation, the IT Training group will hold Open Labs to assist staff with the new and changed functions of the PAR.
Because of the renumbering/conversion of positions, we expect to have a PAR cut-off date whereby no more PARs can be submitted for a short period of time. This will give HR and Budget some time to complete or cancel all remaining PARs in the bin before go-live. Detailed information will be provided for this in January.
Position Number Conversion
All positions currently start with a ‘1’. During the conversion to the new one-to-one model, all new salaried positions created from conversion will start with a ‘2’. All positions created after go-live will start with a ‘3’. This ensures a relatively easy method to track pre, converted and post go-live positions.
Organizational Structure – Reports to
In order to use some of the self-service and workflow functions available and to eventually produce organization charts, the organization structure must be defined and built into PeopleSoft. An initial pass during the project conversion will update the ‘reports to’ field on the new positions with the highest level position in the same department. There will be additional information gathering and work post go-live to get the true supervisory position identified for each position. Then ongoing reporting changes will be identified by sites through the PAR.
How do I learn more about the changes with Position Management?
The project team is updating the job aids and documentation to assist you with learning more about changes associated to the reconfiguration of Position Management. Stay tuned for more information! If you have specific questions, please contact Jessica Youngs, Information Technology at jyoungs@sandi.net.
PeopleSoft Financial System Maintenance on Saturday, 12/12/09
12/11/2009 - 11:44
On Saturday, December 12, 2009 the Information Technology Department will perform maintenance on the PeopleSoft Financial application.
The PeopleSoft Financial application (including ePro, Travel & Expenses, etc.) will be unavailable from approximately 8:00 a.m. until 4:00 p.m.
This maintenance contains fixes and shouldn't affect any functionality. The outage will NOT affect HCM or EPM applications.
PeopleSoft Training Classes for December 2009
12/01/2009 - 11:00
Below is the list of dates for all PeopleSoft training classes being offered in December.
HR (Human Resources) Classes:
• Dec 17 - PAR Processing
• Jan 7 & 8 (Rescheduled) - Time and Labor (2 sessions)
• Dec 15 - Time and Labor Tune-up
Financials Classes:
• Dec 15 & 16 - eProcurement (2 sessions)
• Jan 6 (Rescheduled) - Expenses
NOTE: PeopleSoft classes are held at the Fremont Training Center in Bungalow B5 or B6.
Click here to register for classes using ERO.
Click here to see map with directions to the Fremont Training Center.
PeopleSoft HCM System Maintenance on Saturday
10/23/2009 - 11:09
On Saturday, October 24, 2009 the Information Technology Department will perform maintenance on the PeopleSoft HCM application.
The PeopleSoft HCM application (including Time & Labor, PAR, Recruitment, etc.) will be unavailable from approximately 8:00 a.m. until 3:00 p.m.
This maintenance contains fixes and shouldn't affect any functionality. The outage will NOT affect Financial or EPM applications.
NEW eProcurement Budget Report
09/16/2009 - 14:40
You can run a report in PeopleSoft Financials that gives you the following up to date information about all the ePro requisitions submitted for your cost center (school or any district department):
- Short description of items ordered
- Quantities ordered
- Dollar amounts spent (pre-tax)
- Current status of requisitions
- Budget-Checking status
- Requester IDs (who placed the order)
- Chartfield strings used (which budgets were used to pay for items)
Once you run the report you can download the results into an Excel spreadsheet which allows you to edit, filter, and otherwise manipulate the information in the report. To view the illustrated, step-by-step Job Aid for how to run this report, please click the Read and Learn link on this page. Then click the Job Aids link. Then scroll down to the ePro section and look for the link entitled How to Run the eProcurement Report. Click that link to view the Job Aid.
PeopleSoft HCM Maintenance on Weds. Night 09/09/09
09/09/2009 - 08:29
*ATTENTION*– PeopleSoft HCM Maintenance on Wednesday Night, September 9, 2009
Please share this information with all staff members who use the PeopleSoft HCM application.
The HCM 8.9 application will be unavailable from 5:00 p.m. until approximately 7:00 p.m. on Wednesday, September 9, 2009.
Description: The Information Technology department will be doing system maintenance and the PeopleSoft HCM application will be unavailable. During the maintenance users will not be able to use functionality including PARS, viewing of Pay Advices and Time & Labor.
New Registration Application for Scheduling PeopleSoft Classes
08/31/2009 - 14:43
Register for Training using ERO
On August 1, 2009, the Information Technology Division and all departments that administer District Professional Development and Training activated a new web-based system called Electronic Registrar On-Line (ERO).
This is now the only way to register for PeopleSoft training sessions.
You can access ERO’s login page directly by going to http://sandi.net/ero. It is recommended that you review the job aid available at http://sandi.net/peoplesoft/training/ERO_jobaid.pdf before logging in.
If you have a particular training interest offered by SDUSD (or if you want further information regarding different training subject areas), click the related link below to access the specific training pages. Each page includes a link to the ERO login page and an accompanying job aid to help you with using the system.
For general assistance with ERO, please contact the IT HelpDesk at 619-725-7500 and an IT representative will assist you.
September Training Calendar for PeopleSoft
A calendar providing dates and times for September PeopleSoft training is now available:
PeopleSoft Open Lab Change for August 21
08/18/2009 - 09:21
Although there will be an Open Lab held on August 21st where you can receive assistance with PeopleSoft Financials or Zangle issues, there will not be any assistance available that day for PeopleSoft Human Resources (Time and Labor, PAR).
Open Lab exists to provide in-person guidance to those district employees who have already attended PeopleSoft training classes, but need a little help with using the software. Open Lab does not provide training. Open Lab takes place in room B5 at the Fremont Training Canter in Old Town. If you have any questions about this change in Open Lab scheduling, please contact Karin Alvarado at kalvarado@sandi.net. Thank you.
New Registration Application for Scheduling PeopleSoft Classes
08/13/2009 - 15:52
On August 1, 2009, the Information Technology Division and all departments that administer District Professional Development and Training activated a new web-based system called Electronic Registrar On-Line (ERO).
This is now the only way to register for Zangle and PeopleSoft training sessions.
You can access ERO’s login page directly by going to http://sandi.net/ero. It is recommended that you review the job aid available at http://sandi.net/zangle/training/ERO_jobaid.pdf before logging in.
If you have a particular training interest offered by SDUSD (or if you want further information regarding different training subject areas), click the related link below to access the specific training pages. Each page includes a link to the ERO login page and an accompanying job aid to help you with using the system.
For general assistance with ERO, please contact the IT HelpDesk at 619-725-7500 and an IT representative will assist you.
PeopleSoft HCM Maintenance on Saturday
08/06/2009 - 15:32
*ATTENTION*– PeopleSoft HCM Maintenance on Saturday, August 8, 2009
Please share this information with all staff members who use the PeopleSoft HCM application.
The HCM 8.9 application will be unavailable from 12:00 noon until approximately 5:00 p.m. on Saturday, August 8, 2009.
Description: The Information Technology department will be doing system maintenance and the PeopleSoft HCM application will be unavailable. During the maintenance users will not be able to use functionality including viewing of Pay Advices and Time & Labor.
*ATTENTION* – PeopleSoft Maintenance for Financials on Sunday, July 26
07/23/2009 - 12:07
The PeopleSoft Financial 8.9 application will be unavailable from 8:00 a.m. until approximately 4:00 p.m on Sunday, July 26.
Description: The Procurement department will be rolling PO’s and requires that the financial application be unavailable to all other users. Doing the PO Roll is a normal year-end function that requires Budget Checking to be turned off. Processes that need budget checking such as ePro and Expenses cannot run during this time.
The 7/20/09 IT Training & Support Bulletin is Available
07/20/2009 - 15:03
In this week's issue:
- Single Track Secondary Mark Uploads
- Zangle Year-End Process
- This week's Training Classes
- Open Lab this Friday, July 24th
Coming Soon: Sign up for classes using ERO To view this week's bulletin, click the following link:http://sandi.net/onsitesupport/bulletins/it_bulletin_2009_07_20.pdf If you have any questions or comments, please contact your IT On-Site Support Representative.
All PeopleSoft Classes at Roosevelt are Moving April 1, 2009
03/25/2009 - 12:35
As of April 1, 2009 all PeopleSoft Classes (including Financials and Human Resources) will take place at the Fremont Training Center in Old Town.
The location is:
Fremont Training Center
2375 Congress Street, Room B3
San Diego, CA 92110
(Map with directions to the Fremont Training Center is available here)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
Two New Travel Expenses Job Aids Now Available
02/05/2009 - 11:24
Two new job aids are now available on the Job Aids web page in the Travel Expenses section:
How to Fix a Red-Flagged Error
How to Revise a Travel Form that was Sent Back
These job aids have illustrated, step-by-step instructions for doing these tasks on Travel Authorizations and Expense Reports. Just click on the Read and Learn link on the left side of this screen, and then click the Job Aids link. Scroll down to the Expenses section and you'll see the new job aids there.
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