Updated 8/5/2016

PeopleSoft Back-to-School Conference Information Packet

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PeopleSoft Back-to-School Conference Agenda ............................................ 1 PeopleSoft Training and Support ............................................................. 3 How to Use PeopleSoft Training Videos ..................................................... 7 September Training Calendar ................................................................. 11 October Training Calendar ..................................................................... 12 November Training Calendar .................................................................. 13 Map to Fremont Training Labs ................................................................ 15 Microsoft Office Training & Resources ....................................................... 17

PEOPLESOFT BACK-TO-SCHOOL CONFERENCE AGENDA

EDUCATION CENTER AUDITORIUM Thursday, August 25, 2016

8:00am – 3:00pm Time Topic Presenters

7:30 - 8:00 Sign-In, Pickup Materials 8:00 - 8:15 Welcome, HCM Overview Karin Alvarado 8:15 - 9:30 Payroll and HR Krista Conn, Judy Wind-Walker, Dana

Chernoy, Lynda Ensign, Anna Marie Villegas 9:30 - 9:45 Break 9:45 - 11:00 Payroll/SAMS for Site Timekeepers Krista Conn, Judy Wind-Walker, Dana

Chernoy, Lynda Ensign, Anna Marie Villegas 11:00 - 12:00 Lunch (not provided) 12:00 - 12:15 Welcome, Finance Overview Jessica Youngs 12:15 - 1:00 Strategic Sourcing & Contracts Dept.

Rene Almaraz, Robin Hoffpauir, John Groll

1:00 - 1:15 Transportation

Daniel Gilbreth

1:15 - 1:30 Break 1:30 - 2:00 Accounts Payable Nancy Monaghan

2:00 - 3:00 Financial Planning, Monitoring and

Accountability Department

Vikki Henton, Sarah Kidder, Bich Ha Groll, Don Craig

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PeopleSo Training & Support

To support the work you do using our PeopleSo so ware applica ons (such as Time & Labor, PARs, eProcurement, Expenses, Budget Reports, etc.), we provide many training materials, classes, and support resources. You have access to manuals, job aids (illustrated instruc on sheets), online narrated tutorial demonstra on videos, contact informa on for SDUSD experts to help you, and more.

To view the online training and support web pages, you will need to log in to the SDUSD Staff Portal with your SDUSD Employee ID number and password.

2. Under Shortcuts, click Technical Support/Help Desk.

1. Log in to the Staff Portal to access the SDUSD Inside Unified Employee Portal.

3. Under So ware Applica ons, click PeopleSo .

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PeopleSo Training & Support 4. Click any of the links on this page to view and/or print training materials, access online tutorials,

training opportuni es and other helpful resources.

5. Select Training Materials & Resources to access all versions of PeopleSo Financials andHCM printable job aids, manuals, and other training related documenta on.

6. Under Training Materials & Resources, select the link for the training materials you are lookingfor.

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PeopleSo Training & Support 7. As an example if you clicked HCM (Human Resources) Training Materials, you can navigate

through the list and select which training materials you would like to view and/or print.

NOTE: To select addi onal training materials, online tutorials or training opportuni es refer to step 4.

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August 2015

Pe

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This Job Aid shows how to use the narrated training videos our trainers create to help you with your online PeopleSo tasks. These brief videos (typically 2‐5 minutes) are best viewed using Internet Explorer 8 or higher in Windows, but they can also be viewed using Firefox or Safari. These videos cannot be viewed with Google Chrome.

You should use earphones or computer speakers while viewing these videos.

IMPORTANT NOTE: Delete your cache files each me before you run a video!

There are several ways in which to use these videos:

See It mode: Click the See It bu on to just run the video like a mini movie.

Try It mode: Click the Try It bu on to interact with the video. It will run and wait for you to com‐plete each step yourself, with guidance, before moving on to the next step.

Know It mode: Click the Know It bu on to run the video as a quiz. It will expect you to do eachstep. If you do the step correctly, it will say so and move on to the next step. If you do the step incor‐rectly, it will give you hints and mul ple chances to get it right. At the end of the video it will tell you how well you did. (Your scores are not recorded or seen by anyone else).

Do It mode: Click the Do It bu on to display the video in a small, separate window in the corner ofyour screen. It will stay on your screen no ma er what is on your computer monitor, un l you close it yourself. Then, navigate to the PeopleSo window/screen you need help with. As you work on your PeopleSo tasks, you can advance the Do It video whenever you want, so it will show you what to do as you are actually doing it. You can manipulate the Do It video window to resize it, adjust which part of it you want bigger or smaller, and you can click‐and‐drag it around your screen. To close the Do It video window, click its blue X bu on in the upper right corner.

1. Click Staff Portal and log in to access the SDUSD Inside Unified Employee Portal.Under Shortcuts click Technical Support/Help Desk > PeopleSo > Training Videos

How to Use PeopleSo Training Videos

1

Click here...

then click here. then click

here...

then click here...

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2. Scroll to the bo om of the page and click the Open the

Training Videos link.

3. Use the search field to locate a video, or click the plus sign bu ons to expand the tles so you canchoose one.

Or, type a word, such as “order”, and then click the

magnifying glass search icon. Click the plus sign bu ons to expand the list of video tles.

4. Single‐click on a video tle on the le . On the right, a descrip on of the video displays, including theblue ac on bu ons along the top (See It, Try It, etc.). (Don’t see the bu on labels? Click‐and‐drag theblue ver cal dividing borderline, to the le . This borderline is what divides the white area from theyellow area. You probably need to make the yellow area larger).

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5. If you choose an interac ve mode, such as Try

It, the video will display the steps by enclosingthe area to be clicked or typed in, with a redrectangle. It will also tell you what to do bynarra ng, as well as by displaying the narra onon the screen nearby.

You’ll be asked to click inside the red rectangles, or type

something into a field.

6. In the Do It window, which remains on your screen no ma er what you’re doing un l you close ityourself, you have a number of op ons on how to use it.

Click‐and‐drag a borderline to resize

the window.

Click the X bu on to close the Do It window.

Click the light blue arrow bu ons to show or hide

the illustra ons.

Click an arrow bu on to advance to the next frame or go back a

frame.

Click‐and‐drag this borderline to change the size of the

wri en instruc on part of the window, and the graphic

illustra ve part of the window.

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7. Use the blue Ac ons menu to do different things and navigate the video.

Click the Ac ons menu to make choices and navigate the video. (It refers to the video as a “Topic”).

For more information about how to use the Oracle PeopleSoft Enterprise software system in our school district, as well as to find training opportunities and support, log in to the Staff Portal to access the SDUSD Inside Unified Employee Portal.

Under Shortcuts, click Technical Support/Help Desk > PeopleSoft

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September PeopleSoft Training Calendar

Log in to ERO (Electronic Registrar Online) to register for a class.

SRN = Session Registration Number. This is the course number you will use when registering using ERO.

Monday Tuesday Wednesday Thursday Friday 1 2

5

LABOR DAY HOLIDAY

6 7 8

SRN 500908160900

Time & Labor

Tune-Up

9:00am-11:30am

Training Lab 1

9

12 13

SRN 470913160830

Time & Labor

(Part 1 of 2)

8:30am-11:30am

Training Lab 1

14

SRN 470913160830

Time & Labor

(Part 2 of 2)

8:30am-11:30am

Training Lab 1

15

SRN 530915160800

eProcurement

(Part 1 of 2)

8:00am-11:30am

Training Lab 1

16

SRN 530915160800

eProcurement

(Part 2 of 2)

8:00am-11:30am

Training Lab 1

19 20

SRN 450920160800

PAR Processing

8:00am-12:00pm

Training Lab 1

21

SRN 420921160830

ePro Tune-Up

8:30am-11:00am

Training Lab 1

22

SRN 500908160900

Time & Labor

Tune-Up

9:00-11:30am

Training Lab 1

23

26 27

SRN 470927160830

Time & Labor

(Part 1 of 2)

8:30am-11:30am

Training Lab 1

SRN 430927160800

Travel/Expenses

8:00am-12:00pm

Training Lab 2

28

SRN 470927160830

Time & Labor

(Part 2 of 2)

8:30am-11:30am

Training Lab 1

29 30

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October PeopleSoft Training Calendar

Log in to ERO (Electronic Registrar Online) to register for a class.

SRN = Session Registration Number. This is the course number you will use when registering using ERO.

O

ctob

er

20

16

Monday Tuesday Wednesday Thursday Friday 3 4 5

SRN 451005160800

PAR Processing

8:00am-12:00pm

Training Lab 1

6 7

10 11 12

SRN 471012160830

Time & Labor

(Part 1 of 2)

8:30am-11:30am

Training Lab 1

SRN 531012160800

eProcurement

(Part 1 of 2)

8:00am-11:30am

Training Lab 2

13

SRN 471012160830

Time & Labor

(Part 2 of 2)

8:30am-11:30am

Training Lab 1

SRN 531012160800

eProcurement

(Part 2 of 2)

8:00am-11:30am

Training Lab 2

14

17 18

SRN 531018160800

eProcurement

(Part 1 of 2)

8:00am-11:30am

Training Lab 2

19

SRN 531018160800

eProcurement

(Part 2 of 2)

8:00am-11:30am

Training Lab 2

20 21

SRN 501021160900

Time & Labor

Tune-Up

9:00am-11:30am

Training Lab 1

24 25

SRN 471025160830

Time & Labor

(Part 1 of 2)

8:30am-11:30am

Training Lab 1

26

SRN 471025160830

Time & Labor

(Part 2 of 2)

8:30am-11:30am

Training Lab 1

27

SRN 431027160800

Travel/Expenses

8:00am-12:00pm

Training Lab 2

28

31

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November PeopleSoft Training Calendar

Log in to ERO (Electronic Registrar Online) to register for a class.

SRN = Session Registration Number. This is the course number you will use when registering using ERO.

N

ove

mb

er

20

16

Monday Tuesday Wednesday Thursday Friday 1 2

SRN 531102160800

eProcurement

(Part 1 of 2)

8:00am-11:30am

Training Lab 2

3

SRN 531102160800

eProcurement

(Part 2 of 2)

8:00am-11:30am

Training Lab 2

4

7 8

SRN 431108160800

Travel/Expenses

8:00am-12:00pm

Training Lab 2

9 10 11

District Holiday

Veteran’s Day

14 15

SRN 471115160830

Time & Labor

(Part 1 of 2)

8:30am-11:30am

Training Lab 1

16

SRN 471115160830

Time & Labor

(Part 2 of 2)

8:30am-11:30am

Training Lab 1

17 18

21

Thanksgiving Break

No Classes

22

Thanksgiving Break

No Classes

23

Thanksgiving Break

No Classes

24

Thanksgiving Break

No Classes

25

Thanksgiving Break

No Classes

28 29 30

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619-247-7465

Fremont Training Center

The IT Training Teams main office andTraining Labs 1 and 2 are located in thebuilding in the middle parking lot. (former iHigh)Tnext to training labs.

Street Congress Street.

B-5

(Upper Lot) B-6

Auditorium

Do N

ot park in the lower lot. That is iH

igh School parking.

(Dirt

Lot

)

Restrooms

(Middle Lot)

Office

Lab 2 Lab 1

(Middle Lot)

(Dirt Lot)

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Questions? Contact the IT Trainers:

Karin Alvarado kalvarado@sandi.net 619/209-4567

Debra Sayble dsayble@sandi.net 619/209-4576

Introduction to Microsoft Excel and Word

Training and Resources

ITSS

Introduction to Microsoft Excel and Word Training Classes These classes offer training to district staff on how to use Word 2013 and Excel 2013. These classes are introductory, designed for beginning to intermediate Word and Excel users. Please see the Learning Objectives for each course in ERO to determine whether this class is for you.

Classes begin in September and you can register in ERO.

Integrated Technology Support Services

Resources for You The following are available online : Training Class Calendars Training Class Descriptions Training Manuals & Job Aids Tutorials (animated, narrated training videos)

For more information about how to find training opportunities and support, log in to the Staff Portal to access the SDUSD Inside Unified Employee Portal.

Under Shortcuts, click Technical Support/Help Desk > Microsoft Office

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