PeopleSoft HCM System Maintenance on Saturday, November 14
11/12/2009 - 10:43
On Saturday, November 14, 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 12:00 noon.This maintenance contains fixes and shouldn't affect any functionality. The outage will NOT affect Financial or EPM applications.
PeopleSoft Training Classes for November 2009
10/26/2009 - 13:30
Below is the list of dates for all PeopleSoft training classes being offered in November.
HR (Human Resources) Classes:
• Nov 5 - PAR Processing
• Nov 18 & 19 - Time and Labor (2 sessions)
• Nov 6 - Time and Labor Tune-up
Financials Classes:
• Nov 3 & 4 - eProcurement (2 sessions)
• Nov 12 - ePro Tune-up
• Nov 10 - 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.
How to Buy Assets using ePro
01/22/2009 - 09:16
Need to order Asset items for your department or school? Not sure how to do it? Check out our brand-new Job Aid entitled How to Order Asset Items with ePro (eProcurement). On the left side of this screen, click the Read and Learn link, and then click the Job Aids link. Then scroll down to the ePro section and click the Job Aid link, How to Order Asset Items. You'll see illustrated, ste-by-step instructions, as well as the name and phone number of the person to contact for direct assistance.
Update e-Pro “Ship To” Address
08/19/2008 - 08:15
e-Pro requestors who have relocated to a different work location need to submit a DWA Security Request to update their default “Ship To” address when creating an e-Pro requisition. Insert your new “Ship To” address on the DWA Security Request in the “User Request Details” field. This update is especially important when ordering from Office Depot and other Direct Connect vendors. For information, contact Art Hanby at ahanby@sandi.net.
Office Depot Now Available in eProcurement!
06/09/2008 - 14:47
As of today, you can now use ePro’s Direct Connect feature to order items from Office Depot. This means you can still get the good discounts and fast service (you get your order in 1-2 days) you like with Office Depot, and have your orders process through the eProcurement system at the same time.
If you want to view and/or print out a job aid that shows how to order things through Direct Connect in eProcurement, including Office Depot, then please click the Read and Learn link on this page. Then click the Job Aids link and scroll to the ePro section.
From the Read and Learn web page you can also get a job aid that shows you how to access our school district’s custom-designed PeopleSoft Online Tutorials. These are brief, animated, narrated mini-video clips you can run from your own computer, that show you how to do things like how to order Office Depot items through Direct Connect. These tutorials are created by our own IT trainers specifically for use by you. After you click the Read and Learn link, click the eLearning link.
New Job Aids for Travel Expenses
04/25/2008 - 11:12
There are now several new Job Aids available to assist you in working with Travel Authorizations and Expense Reports. Just click the Read and Learn link on the left side of this page. Then, click the Job Aids link. After that, scroll the page to the Expenses section and you'll see all the current Job Aids, including the newest one, entitled:
"Troubleshooting Expenses."
Update on PeopleSoft ePro Requisitions
01/15/2008 - 14:36
The latest fix for ePro requisitions has been applied to the Production environment. Based on positive feedback from eProcurement users, we believe this will provide relief for those of you who have recently experienced difficulty entering, saving, and viewing PeopleSoft ePro requisitions.
We are continuing to work on resolving the requisition budget checking performance issues.
Our apologies for any inconvenience this has caused.
Parking at Fremont Training Center
12/10/2007 - 15:01
If you are attending a training or meeting at Fremont, you must park in the lower lot off Congress St.
Where do I park at Fremont?
NEW! How to Change ePro Account Code Numbers
12/10/2007 - 14:38
Have you ever wanted to change the Account code within a budget string for an ePro requisition? By that, I mean have you ever been "forced" by the software to use a particular budget Account when you ordered something, even though you knew it was really the wrong Account? (An example would be if you were ordering pencils for students to use, and so you want to use Account 4301 for Instructional Supplies, but the software makes you use Account 4519 for Office Supplies).
Well, now there is a way to change that. If you order a Special Request or a Direct Connect item in ePro, you can change the Account budget code number to be whatever you want it to be. (You still can't change it on any Catalog item you choose from the preset lists, though).
You can change the Account code for a single line item, or for several different line items, or for all line items on an ePro requisition.
To view and print a copy of the brand-new Job Aid showing you how to do this, please visit our Read and Learn page, and click the Job Aids link. Then, scroll to the ePro section and click the Job Aid entitled: How to Change Account Budget Codes.
NEW PeopleSoft eProcurement Online Tutorials are Here!
10/15/2007 - 13:34
ePro Online Tutorials are computer mini-movies that are animated and narrated. They walk you through, step-by step, how to use the new eProcurement 8.9 software. Now you can play one of these brand-new eProcurement online tutorials on your own computer at your office or home (as long as the computer is not a Macintosh...Sorry Mac users!). These tutorials are easy and fun to use. They can help you self-train on the new software, in case you’re unable to attend a face-to-face training class until later. The classes are the best way to get trained, but the tutorials are an excellent method to get you started, and they can support you even after you’ve been to class.
To run an ePro Online Tutorial, here’s what you do:
Log into eProcurement with your employee ID# and password.
Click to: eProcurement > Create Requisition.
Click the blue Help link in the upper-right corner of the screen.
Follow the instructions from there, and remember to use the Try It! way of running the tutorials.
If you need more detailed instructions, go online to this website: www.sandi.net/peoplesoft/readandlearn/elearning. Once you arrive at that website, click to open the link “View PeopleSoft Tutorials Text-based Job Aid.” Print out that Job Aid and follow its detailed, illustrated instructions.
*ATTENTION TIMEKEEPERS* - Audit Paid to Reported Time Report Delay
07/31/2007 - 15:21
There will be the yearly delay in having the reconciliation between Payroll and Finance completed. Due to this, the earliest expected time frame for being able to run the Audit Paid to Reported Time Report for the July payroll will be the end of August. You will receive notification as to when you can run the Audit Paid to Reported Time Report for July. Sorry for any inconvenience this may have caused. If you have further questions, please contact Stephen Carr, Information Systems Auditor, 619 725 5696.
Process for Creating Special Request Requisitions in PeopleSoft eProcurement Changing July 1, 2007
06/27/2007 - 20:42
Starting on July 1st, ePro Requesters will have expanded and meaningful item categories to choose from on Special Requests. Use of these predefined item categories will ensure that accurate information flows from the requisition and through purchasing and eventually is stored in the Asset Management module. This communication provides information on the following topics: - Impact to creating a requisition
- How the existing categories have been changed
- Where I can download job aids and view online tutorials
Will this slow down the process of creating a requisition?
No, it should actually speed it up a little for you. A new list of Item Categories has been developed and was created with ease of use in mind. Selection of the item category will pre-populate the account field string and in the case of Assets will pre-populate asset-related fields. New edits will help you to choose the correct Item Category and will prevent you from choosing incorrect account codes. Additionally, if you’ve ordered an item worth over $500 and didn’t use an Asset Item Category, you’ll receive a warning to choose an Asset Item Category which will have an asset profile associated with it. How does the reconfiguration of Asset Management affect me?
The 000 All Items category and the 578 Miscellaneous categories have been removed. Users must select the correct category from the new Category list. The new Categories are easier to find and understand. It is very important for you to either run the video tutorial or read the detailed job aid to learn how to do these ePro orders correctly. Once you try it, you’ll see how easy it really is, over the way it used to be. Who is going to help me with the new procedures for creating a requisition?
The IT Training team has developed a series of job aids and online tutorial demonstrations to assist you with learning more about item categories and their use within the ePro module. - The Ordering Special Request Items with Asset Management job aid is available for download from the PeopleSoft Training website. Click here to download this document.
- The Category List for Special Request Items job aid will help you select the correct category when creating a special request order. This job aid will help you identify the correct category by providing a list of descriptions and corresponding account codes. The job aid is color-coded by category type. Using a color printer is recommended but not required. Click here to download this document.
- If you run into trouble while using this new method for submitting special requests, please review the Asset Management Troubleshooting job aid. Click here to download this document.
- Knowledgebase article #767 provides a description of Asset Management in eProcurement.
- A PeopleSoft Online Tutorial has been created to step you through the process of submitting special requests with Asset Management. Click the Help link to the right of any page in PeopleSoft, then select the PeopleSoft Online Tutorials link to access a list of existing online content. This online tutorial is titled Asset Management Special Requests. Click here if you need assistance accessing this tutorial.
Please contact Robin Hoffpauir with questions regarding creating a requisition (858-522-5805).
Attention Timekeepers! Good News!
06/22/2007 - 13:29
PeopleSoft now automatically sets the combo code to 5570-00010-00-2358-15-00-01-0000 for classified substitutes when the absent employee (or vacant position) is funded with resource code 00010, and the substitute works a full day (based on the absent employee's regular hours). The policy for using this combo code was set in place in January of this year. Until now, timekeepers had to manually change the combo code to this number in Time and Labor. Now, timekeepers will no longer need to manually change the combo code in Time and Labor for these classified substitutes, as PeopleSoft sets it automatically.
Please note that classified substitutes for absences due to worker's compensation, comp day, extra help, or long term extra help are not charged to this combo code. Please also remember that classified substitutes for employees that are not regularly charged to the 00010 resource should be charged to the resource code and department of the absent employee.
If you have any questions regarding this, please contact your budget analyst.
PeopleSoft Financials Upgrade - New Features Available Soon!
06/18/2007 - 16:08
New improvements to eProcurement, Travel Expenses, and other tasks in PeopleSoft Financials will be available to district employees in Fall 2007.
What has been accomplished so far?
Representatives from school sites, Finance, and IT have completed the process of reviewing the new application. The group has:
- Identified changes to the existing application and developed strategies for providing you with training and support on the new application.
- Reviewed new features to determine which ones can be implemented to help you become more efficient.
What is Asset Management?
Starting July 1st the district will implement the first phase of a reconfiguration of the Asset Management module. Asset Management is a PeopleSoft module designed to track and report on non-consumable goods (things like computers, projectors, furniture, etc.) that are worth more than $464.00 per unit.
How does the reconfiguration of Asset Management affect me?
Starting on July 1st, ePro Requesters will have expanded and meaningful item categories to choose from on Special Requests. Using these item categories will reduce delays in processing orders by helping the Purchasing Department efficiently route the requisition to the correct buyer. When the requester selects the item categories, key pieces of the chart field string will be pre-populated into the requisition. Additionally the use of these predefined item categories will ensure that accurate information flows from the requisition and through purchasing and eventually is stored in the Asset Management module.
Will this slow down the process of creating a requisition?
No, it should actually speed it up a little for you. The IT Department is streamlining the process by reorganizing the category list into a logical order.
Who is going to help me with the new procedures for creating a requisition?
The IT Training team is developing a series of job aids and online tutorial demonstrations to assist you with learning more about item categories. Stay tuned for more information!
How can I learn more about Finance 8.9 during the summer so I’ll be better prepared for fall?
We will continue to distribute informational emails twice a month.
Who should I contact with questions?
Please contact Jessica Youngs, PeopleSoft Development Coordinator, at jyoungs@sandi.net.
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