News & Announcements

  • Fall PeopleSoft Training Classes

    Posted by Debra Sayble at 9/2/2014
    Training classes for HCM (Human Resources) and Financial topics are available for online registration in ERO. Classes fill up quickly, so please register soon. September and October are our heaviest training months. We offer 1/2 day hands-on training classes in PAR processing, Time & Labor, eProcurement, Travel & Expenses, and Mileage reimbursement. All classes are conducted in a computer lab at the Fremont Training Center in Old Town (we share the same campus with Ballard Parent Center).
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  • New CBI Job Aid

    Posted by Debra Sayble at 6/18/2014
    We have a new Job Aid (illustrated step-by-step instruction sheet) available for those of you that work with the Community Based Instruction program. This Job Aid shows how to create and submit an expense report online, to generate a reimbursement check for your CBI cash expenses. The Job Aid is posted in our PeopleSoft Training website, on the page with all the financial Handbooks and Job Aids. It is also available via a link on the CBI district website. When you navigate to that web page, scroll down into the Travel Expenses section to find it.
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  • *ATTENTION* - Important Information about the PeopleSoft HCM Upgrade to 9.2

    Posted by Karin Alvarado at 5/29/2014 1:45:00 PM

    In June and throughout summer/fall 2014, the district will roll-out the final phases of the ITSS 5-Year Software Plan PeopleSoft Upgrades.

    In June the PeopleSoft HCM application will be upgraded from version 9.1 to 9.2.  This upgrade to a new version of the software will change the look and feel of the software. However, for the majority of users, the steps and tasks they perform will remain the same. 

    The upgrade will require a shutdown of HCM on a Friday afternoon and it will remain unavailable throughout the weekend.  Scheduling details for this outage will be provided to staff within the next few weeks.

    Depending on your usage of the application, there will be some new features provided during the roll-out period. As the new or changed functionality is ready to be deployed, affected staff will be notified and training materials will be provided.

    What are the functionality changes that will be deployed during the roll-out period and who will be affected?

    ·        All Employees

    o   Benefits Life Events - Employees will be able to execute a simplified process for life event changes. Marriage, birth, adoption, divorce and domestic partner events will be incorporated into the Benefits self-service process.

     

    o   Catastrophic Leave Bank (Donation/Withdrawal) -The donation process will be available through PeopleSoft employee self-service.The withdrawal process will be accompanied by supporting manual steps due to required documentation from the employee (e.g. Physician’s Statement of Catastrophic Illness Form).

     

    ·        Management and Supervisors

    o   HR Manager Dashboard - This new functionality helps Managers to complete their daily tasks, to view their direct team’s information dashboard, and to view and act on alerts and requests awaiting their approvals.

     

    ·        Timekeepers

    o   Time and Labor WorkCenter - The WorkCenter will combine transactions, analytics, workflow, alerts, and reports into a central place for each Timekeeper. It will provide a one-stop-shop that will streamline and simplify work processes by providing access to all the needed information in one place.

     

    ·        Timekeepers and Management

    o   Leave Management Interfaces - Currently SAMS -Substitute Management system, TRANS - Transportation Management system, TMA -Maintenance Work Order Management system, and additional manual processes are used to track and maintain employee absences. 

     

    A new interface for SAMS and TMA and a slightly modified interface for TRANS will be provided to populate absences directly onto the PeopleSoft Time & LaborTimesheet. The new TMA interface will also populate positive time. These interfaces will improve accuracy and consistency, minimize double entry, and streamline business processes for timekeepers and management.

     

    ·        Central Office Pilot Group (Finance, HR, ITSS,Internal Audit and Strategic Sourcing)

    o   Leave Management - The pilot group of employees will have the ability to request absences through PeopleSoft Employee Self Service.  Through Management Self Service, managers and supervisors in the pilot group will have the ability to report and can also approve or deny an employee's time.

    For questions, contact Jessica Youngs, Systems Development Coordinator, Integrated Technology Support Services, at jyoungs@sandi.net.  

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  • June Training Classes

    Posted by Debra Sayble at 5/29/2014
    PeopleSoft Financial training classes are now posted and available online for enrollment. Please be aware that these are the last PeopleSoft Financial training classes that will be held until the beginning of the fall semester. The district upgraded PeopleSoft Financial software last December to a new version, so if you have not used PeopleSoft since then, and need to use it soon, you should attend one of these classes. The June classes are:
     
    eProcurement Transition
     
    Travel Expenses
     
    Mileage
     
    If you have any questions about these particular classes, please contact the instructor, Debra Sayble, at dsayble@sandi.net.  
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  • May Training Classes

    Posted by Debra Sayble at 4/29/2014
    PeopleSoft Financial training classes are now available for enrollment, for the month of May. You can take a class in eProcurement, Travel Expenses, and Mileage reimbursement. Please go online to ERO, locate the class you want to attend, and register for it. If you have any questions about these classes, or about anything else concerning our PeopleSoft classes and training materials, please visit our PeopleSoft training website.
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  • March & April Training Classes

    Posted by Debra Sayble at 3/17/2014
    PeopleSoft training classes are available for you, for the rest of March, as well as April. Currently, you can go online to ERO and register there for any of these free training classes... most are only 2-3 hours long, and offer plenty of hands-on experience. We still have room left in the eProcurement and Travel Expenses training classes taking place in March. Both financial and human resources classes are offered in April, and you can now register for them as well. April classes will be available for registration by the end of the day today, March 17th. Please be sure to also take advantage of our online training materials, such as Job Aids and our custom-made, interactive Training Video Tutorials.
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  • New Training Videos Now Available

    Posted by Debra Sayble at 1/9/2014 1:00:00 AM
     
    Some new training videos have just been posted online for your convenience. These are brief, narrated videos (usually just a few minutes in length) that show you how to do different tasks in the newly upgraded PeopleSoft software system.
     
    The training videos are narrated, so please use earphones or speakers when you watch them.
     
    The newest one shows you how to create and submit a Mileage reimbursement expense report. To access the training video page from our PeopleSoft Support & Resources web page, please click "Training Materials & Resources" on the left side of the page, and then click the link "Click HERE to access the Training Videos."
     
    Please remember to check the Training Video page routinely (about every week) to see if there are any new additions to our Training Video library.
     
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  • January Training Classes Filling Up

    Posted by Debra Sayble at 12/16/2013 1:00:00 AM
     
    PeopleSoft training classes are now posted for January 2014, and are available for registration. eProcurement and Time & Labor classes are being held in January, with Mileage and Travel Expense training classes being added in February (Feb. classes are not posted yet). Please login to ERO to register for a January class. They're filling up fast, so please don't wait too long.
     
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  • New Video Tutorials for eProcurement 9.2

    Posted by Debra Sayble at 12/3/2013 7:00:00 AM
    New interactive video tutorials are now available online for you. Use these videos to help you learn to use the new PeopleSoft 9.2 applications. As of December 2nd, the first few eProcurement videos are ready for you to use on our New Training Materials web page. After you login to our PeopleSoft Training website, click the "New Training Materials for eProcurement 9.2" link on the left side of the screen. Then follow the simple instructions on how to access and use the videos. They are narrated, so you can use earphones or speakers to hear the narrated instructions.
     
    In the coming weeks and months, new videos will be added to the list. These will include such topics as how to manage your eProcurement orders, how to use the Travel Expenses forms, how to run a Budget Report, and much more.
     
    Beginning in the late summer of 2014, we expect to also include new videos on the HCM 9.2 upgrade, as well.
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  • Important PeopleSoft Upgrade & Changes Coming Soon

    Posted by Debra Sayble at 11/20/2013

    The Integrated Technology SupportServices department wishes to remind District staff that the PeopleSoftFinancial/Supply Chain application will be upgraded from version 8.9 to 9.2 inDecember 2013

    Ø  When will this upgrade occur in December?

    ThePeopleSoft Financial/Supply Chain application will be upgraded and unavailable beginning at 5:00 p.m., Thursday, December 5 and will remain unavailable throughoutthat weekend. The upgraded 9.2 version will be available at 6:00 a.m., on Monday, December 9. The outage will affect all of the PeopleSoft Financial/SupplyChain functionality including Travel & Expense and eProcurement. This upgrade does not affect any other district applications. District e-mail,ORBIT, PowerSchool, Site Based Budgeting and PeopleSoft HCM (PARs, Time andLabor, etc) will continue to be available.

    Ø  What changes will happen because of this upgrade?

    This upgrade to a newer version of the software means the web pages and screens you currently use to do things like eProcurement orders, travel authorizations, expense reports and budget reports, will look different. You'll still perform the same or similar tasks, and most of the general steps you do now will be the same, or similar. However, the look and feel of the software will be different. Depending on your usage of the application, there may be some new features available.

    Ø Important cut-off information about eProcurement and Travel & Expense:

    If you use the eProcurement or Travel and Expense functionality in PeopleSoft Financials, please review Circular 34 for important information about cutoff dates/times for saving and submitting, and approvals for eProcurement requests and for Travel Authorization and Expense reports.  The cut-off dates vary depending on functiona nd type and will begin on Wednesday, November 20.

    Ø Important Training information about eProcurement and Travel & Expense:

     

    v Training materials and resourcesfor eProcurement

     

    ·        Brand new and updated trainingmaterials will be created to assist with the transition to the new 9.2 version. As they become available  starting in mid-to-late November andthroughout December, they will be posted on the District website at Staffà Technical Support andResources à PeopleSoft--> New PeopleSoft Training Materials [SD1] .

    o   A transitional job aid will beavailable for current advanced eProcurement users (those who use ePro frequently, and are good with computers).  This job aid will show the core differences between placing an order with the old eProcurement version 8.9, and placing orders with the new eProcurement version 9.2.

    o   The existing step-by-step job aids (i.e., How to Order Catalog (Stock) Items, How to Order Printer or Copier Paper, etc.) will be updated for the new 9.2 version.

    o   Online narrated video tutorials that you can watch and interact with on your own computer at your desk are being created for you and will be available soon. They will walk you through and train you on all the steps for many different tasks, such as creating different kinds of eProcurement orders, etc. You will be able to access and use these interactive tutorials at any time, from your computer at work.

    o   There will be an eProcurement 8.9 to 9.2 transitional overview session at the Ed Center Auditorium on Tuesday, December 3 from 1:30 to 3:00 p.m.  This is an open session and no sign-up or enrollment is required.

    o   There will also be several limited classroom trainings in December. The schedule for these will be available later this month. Additional training classes will be scheduled for January and ongoing thereafter. Please watch your emailed Newslines for future announcements on these classes.

     

    v Training materials and resources for Travel & Expenses

     

    ·        Brand new and updated training materials will be created to assist with the transition to the new 9.2 version. As they become available starting in mid-to-late November and throughout December, they will be posted on the District website at Staffà Technical Support and Resources à PeopleSoft --> New PeopleSoft Training Materials [SD2] .

    o   A transitional job aid will be available for current Travel Expenses users. This job aid will show the core differences between creating a Travel Expense form in version 8.9, and creating a Travel Expense form in version 9.2.

    o   The existing step-by-step job aids (i.e., How to Create an Expense Report, How to Create a Mileage Reimbursement Report, etc.) will be updated for the new 9.2 version.

    o   Online narrated video tutorials that you can watch and interact with on your own computer at your desk at work will be available. They will walk you through and train you on all the steps for many different tasks, such as creating mileage expense reports, etc. You will be able to access and use these interactive tutorials at any time, from your computer at work. Watch for announcements about when and how to find these tutorials, in your emailed Newslines.

    Please stay up-to-date on all PeopleSoft news by following the PeopleSoft News blog at http://www.sandi.net/page/1777[SD3] For questions, contact Jessica Youngs, Systems Development Coordinator, Integrated Technology Support Services, at jyoungs@sandi.net .

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