July PeopleSoft Open Lab
07/07/2008 - 12:27
*ATTENTION* - Due to a leave of absence of our Financials trainer, open lab in July will be for PeopleSoft HR Applications only.
Anyone who has received PeopleSoft training is welcome to come to the Open Lab to practice what you've learned about Time and Labor and PAR Processing. DWA staff will be available to assist and answer questions, according to the schedule below. Seating at the Open Lab is available on a first-come, first-served basis.
Where: Fremont Training Center, Old Town, Bungalow B3 for HR located at 2375 Congress St., San Diego, CA 92110
When: on the following days:
Friday, July 11, 2008 (8:00am-11:00am) (12:00pm-3:00pm) Friday, July 25, 2008 (8:00am-11:00am) (12:00pm-3:00pm) (We are closed for lunch between 11:00am-12:00pm)
*Attention* Click here for directions to Fremont Training Center. Click here for Parking Permit.
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.
URGENT About Open Lab June 6th
06/04/2008 - 13:02
Due to unavoidable reasons, PeopleSoft Financial Support will not be available at the PeopleSoft Open Lab session scheduled for Friday, June 6, 2008. PeopleSoft HR support will still be available. This means that you won't be able to get assistance with eProcurement or with Travel Expenses during this one Open Lab, but you will be able to receive help with PAR's, and Time & Labor. We apologize for any inconvenience this may cause. Please refer to the Read & Learn section of our website for other resources that offer assistance.
PeopleSoft Training Classes for June 2008
05/23/2008 - 12:24
Below is the list of dates for all PeopleSoft training classes being offered in June
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• June 18 - PAR Processing • June 3 & 4 - Time and Labor (2 sessions) • June 9 - Time and Labor Tune Up
Financials Classes:
• June 4 & 5 - ePro 8.9 Beginning (2 sessions) • June 10 & 12 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in June, please click the "training" link on the left side of this web page.
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."
PeopleSoft Training Classes for May 2008
04/23/2008 - 13:40
Below is the list of dates for all PeopleSoft training classes being offered in May
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• May 21 - PAR Processing • May 13 & 14 - Time and Labor (2 sessions) • May 29 - Time and Labor Tune Up
Financials Classes:
• May 20 & 21- ePro 8.9 Beginning (2 sessions) • May 15 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in May, please click the "training" link on the left side of this web page.
All PeopleSoft applications will be Unavailable this Weekend from Friday, April 11, 2008, 5:00 p.m. until Monday, April 14, 2008, 6:00 a.m.
04/07/2008 - 17:21
This weekend all of the PeopleSoft production applications will be unavailable due to required maintenance. This required maintenance is for the underlying technology and will affect the availability of the HCM (i.e., Time & Labor, PAR, etc.) and Financial (Expenses, ePro, etc.) applications. EPM will also be unavailable and the Budget Transaction Report will NOT be pushed out to Report Manager on Monday, April 14.
Although the functionality of the modules is not changing, you may note some subtle differences with the user interface. For example, the PeopleSoft logo has been replaced with the Oracle logo and some of your navigational links may change slightly.
If you have setup Favorites in your Internet Explorer browser rather than through the PeopleSoft application, there is a good chance that these will not be available after the upgrade. Any Favorites setup through PeopleSoft should still be available after the upgrade.
Employees are encouraged to clear their computer’s cache on Monday, April 14, 2008 prior to logging into the PeopleSoft application.
For information, see the "Clearing Your Cache" job aid posted at http://www.sandi.net/peoplesoft/readandlearn/jobaids/gen/Gen_Clear_Cache.pdf
Thank you for your cooperation.
PeopleSoft HCM 8.9 unavailable Saturday, March 29, 2008
03/27/2008 - 15:04
This Saturday, March 29, from 8 a.m. to approximately 4 p.m., the production PeopleSoft HCM 8.9 application (i.e., Time & Labor, PAR, etc.) will not be available due to required maintenance.
This maintenance will not change the functionality of the HCM 8.9 application and will not affect the availability of PeopleSoft Financial or EPM applications (i.e., Budget Reports, Expenses, ePro, etc.).
Employees are encouraged to clear their computer’s cache on Monday, March 31 prior to logging into the PeopleSoft HCM 8.9 application.
For information, see the "Clearing Your Cache" job aid posted at http://www.sandi.net/peoplesoft/readandlearn/jobaids/gen/Gen_Clear_Cache.pdf
Thank you for your cooperation.
PeopleSoft Training Classes for April 2008
03/26/2008 - 10:10
Below is the list of dates for all PeopleSoft training classes being offered in April
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Apr. 24 - PAR Processing • Apr. 8 & 9 - Time and Labor (2 sessions) • Apr. 30 - Time and Labor Tune Up
Financials Classes:
• Apr. 9 & 17 - ePro 8.9 Advanced • Apr. 22 & 23 - ePro 8.9 Beginning (2 sessions) • Apr. 15 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in February, please click the "training" link on the left side of this web page.
PeopleSoft Financial 8.9 Unavailable Sunday, Feb. 10
02/08/2008 - 14:00
On Sunday, February 10, 2008, the Financial 8.9 application will be unavailable from 8:00 a.m. until approximately 4:00 p.m.
During this time-frame, the PeopleSoft Financial 8.9 production application will have bundles 18, 19 & 20 applied.
These bundles contain important fixes from PeopleSoft and shouldn’t affect the functionality for the end-users. Subject Matter Experts and Systems Analysts representing each module have been testing the bundles in a test environment for the past several weeks.
PeopleSoft Training Classes for February 2008
01/28/2008 - 12:34
Below is the list of dates for all PeopleSoft training classes being offered in February
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Feb. 21 - PAR Processing • Feb. 6 & 7 - Time and Labor (2 sessions) • Feb. 27 - Time and Labor Tune Up
Financials Classes:
• Feb. 12 & 21 - ePro 8.9 Advanced • Feb. 5 & 6 - ePro 8.9 Beginning (2 sessions) • Feb. 14 & 27 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in February, please click the "training" link on the left side of this web page.
ePro Open Lab Changed for Next Week
01/16/2008 - 12:17
IMPORTANT MESSAGE:
On January 25 our usual Open Lab will not be able to provide eProcurement support or assistance. All other usual DWA support will still be available that day (PeopleSoft Travel Expenses, PAR, Time & Labor, and Zangle).
Instead, we are hosting a special, one-time-only Open Lab just for ePro support alone, on January 22. This special Open Lab will take place at Fremont Elementary School in Old Town, in Bungalow 3, from 8:00 - 11:00 and from 12:30 - 2:30.
If you have questions, please contact Debra Sayble at dsayble@sandi.net. We are sorry for any inconvenience this may cause.
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.
Difficulty with PeopleSoft ePro Requisitions
01/10/2008 - 14:45
Many of you have recently experienced difficulty entering, saving, and viewing PeopleSoft ePro requisitions. We have been working with the PeopleSoft Support Department to resolve these issues. The testing of a fix provided by PeopleSoft has shown some improvement to ePro requisition performance and has now been applied to the Production system. Although we expect you to experience improvement with smaller requisitions, this fix didn’t appear to provide relief for the larger requisitions. We will continue to work with PeopleSoft Support to resolve the performance issues for all aspects of ePro requisitions. We are also working on resolving the requisition budget checking performance issues. Thank you for your patience.
PeopleSoft Training Classes for January 2008
12/19/2007 - 09:58
Below is the list of dates for all PeopleSoft training classes being offered in January
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Jan. 24 - PAR Processing • Jan. 17 & 18 - Time and Labor (2 sessions) • Jan. 30 - Time and Labor Tune Up
Financials Classes:
• Jan. 9 & 31 - ePro 8.9 Advanced • Jan. 23 & 24 - ePro 8.9 Beginning (2 sessions) • Jan. 29 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in January, please click the "training" link on the left side of this web page.
Difficulty With PeopleSoft ePro Requisitions
12/14/2007 - 14:27
In the last week many of you have experienced difficulty entering, saving, and viewing PeopleSoft ePro requisitions.
We are aware of the problem and have been working with the PeopleSoft Support Department to resolve these performance issues.
PeopleSoft has provided a possible fix that will be tested. If the tests show performance improvement, the fix will be applied to live Production as soon as possible after testing.
Thanks for your patience.
Parking at Fremont Training Center
12/10/2007 - 15:01
The parking situation at the Fremont Training Center has changed. If you are attending a training or meeting at Fremont, you must park in the dirt section of the lower lot on 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.
PeopleSoft Training Classes for December 2007
11/20/2007 - 14:01
Below is the list of dates for all PeopleSoft training classes being offered in December
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Dec. 20 - PAR Processing • Dec. 13 & 14 - Time and Labor (2 sessions) • Dec. 19 - Time and Labor Tune Up
Financials Classes:
• Dec. 4 & 18 - ePro 8.9 Advanced • Dec. 11 & 12 - ePro 8.9 Beginning (2 sessions) • Dec. 5 & 20 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in December, please click the "training" link on the left side of this web page.
PeopleSoft Training Classes for November 2007
10/30/2007 - 10:53
Below is the list of dates for all PeopleSoft training classes being offered in November
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Bungalow B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Nov. 7 - PAR Processing • Nov. 14 & 15 - Time and Labor (2 sessions) • Nov. 28 - Time and Labor Tune Up
Financials Classes:
• Nov. 13 & 29 - ePro 8.9 Advanced • Nov. 6 & 7 - ePro 8.9 Beginning (2 sessions) • Nov. 14 & 15 - ePro 8.9 Beginning (2 sessions) • Nov. 8 & 27 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in November, please click the "training" link on the left side of this web page.
PeopleSoft Classes Canceled All Week
10/23/2007 - 07:35
Due to the closure of SDUSD last week, all PeopleSoft classes will be canceled this week. Classes will resume the week of November 5. Sorry for any inconvenience this may cause. Thank you.
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.
PeopleSoft Training Classes for October 2007
08/22/2007 - 11:07
Below is the list of dates for all PeopleSoft training classes being offered in October
NOTE: PeopleSoft classes are held at Roosevelt Middle School, located in Bungalow B3, and Fremont Training Center, located in Room B3. (Maps with directions are available on the training website)
For more information, or to register for a class, please click the "training" link on the left side of this web page.
HR (Human Resources) Classes:
• Oct. 4 & 17 - PAR Processing • Oct. 10 & 11 - Time and Labor (2 sessions) • Oct. 24 & 25 - Time and Labor (2 sessions) • Oct. 30 - Time and Labor Tune Up
Financials Classes:
• Oct. 5 & 25 - ePro 8.9 Advanced • Oct. 10 & 11 - ePro 8.9 Beginning (2 sessions) • Oct. 17 & 18 - ePro 8.9 Beginning (2 sessions) • Oct. 24 & 31 - Expenses 8.9
NOTE: For information on when and where PeopleSoft Open Labs will be held in October, please click the "training" link on the left side of this web page.
*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).
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