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System Updates

PeopleSoft ESS User Interface Home Page Design Survey (June 20-28, 2019)

posted Jun 20, 2019 by Peyri Herrera

For any employee at a school, district office, or County Office of Education who uses PeopleSoft
Employee Self-Service (ESS) 

Thousands of employees across the county of San Diego use
PeopleSoft Employee Self-Service (ESS). This includes classroom
teachers, support staff, office staff, district offices, and the County
Office of Education. Employees access PeopleSoft from desktop
computers, laptops, tablets, and smartphones. With these key
items in mind (thousands of users, various devices), which
design do you prefer? Please vote using this survey!

Here is an at-a-glance view of 2 ESS homepage mockups. Please keep in mind that these mockups
are concepts and not intended to reflect the final design. 
ESS Fluid Mockup

You will see larger versions of these mockups in the survey. 

Directions to take the survey (open to all ESS users):

  1. Click the survey link: PeopleSoft ESS User Interface Survey
  2. Review the 2 mockups shown on the survey.
  3. Answer 3 questions:
    • Which design do you prefer?
    • Rate Mockup A (Tiles) on a scale of 1-10, where 10 is the highest
    • Rate Mockup B (Dashboard) on a scale of 1-10, where 10 is the highest
Timeframe: Thursday, June 20 - Friday, June 28, 2019

Contact: Please email with any questions about this survey.


EBS is temporarily “holding” all HCM queries scheduled to run during Payroll

posted Jun 19, 2019 by Barbara Thiss
Please refrain from scheduling HCM queries until after Payroll.

At 5:00 tonight, EBS will temporarily “hold” HCM queries scheduled by users to prevent
interference with payroll processing. These queries will resume their regular schedules on 
Thursday, June 20, 2019 after payroll is confirmed. Any additional queries that are scheduled
during Payroll will also be put on hold. 

Related announcement: Suspension of nightly HCM processes during payroll processing and
 (posted 8/15/18)


All users will be locked out of PeopleSoft HCM and Employee Self-Service (ESS) on Wed, 06/19/19 at 5 p.m.

posted Jun 19, 2019 by Barbara Thiss
At 5 p.m. tonight, Wednesday, June 19, 2019, all users' access to PeopleSoft HCM and ESS
(Employee Self-Service) will be removed until payroll is confirmed, typically through the middle
of the next day. This means you will not be able to access HCM or ESS during this time. You
will have access to the system once payroll is confirmed. We will notify your organization's
PeopleSoft HCM contacts when access has been returned.


Ernst and Young will send emails to users to provide input for the PeopleSoft Health Check

posted Jun 18, 2019 by Peyri Herrera

Ernst and Young (EY) was selected by the PeopleSoft Customer Advisory Board (CAB) to
perform an independent health check of our PeopleSoft HCM and Financials environments.
As part of this effort, over the next two weeks EY will be sending out surveys to groups of
PeopleSoft users about the areas of the systems they use to gather additional information.
The surveys will come as an email describing the purpose of the survey with a link to an EY
online survey tool. These surveys present an opportunity for users in all districts to
provide input about their experience with the PeopleSoft environment.
 We encourage
you and your co-workers to respond in this effort to build a roadmap to a better working system. 

For questions, please contact Andy Esserman, Sr. Director of Education Business Systems


Third Thursday Demo (06/20/19): PeopleSoft ESS Fluid Sneak Peek & Reminders
posted Jun 14, 2019 by Peyri Herrera

Third Thursday Demo

Please join us on Thursday, June 20 at the Third Thursday Demo
for a sneak peek of PeopleSoft Employee Self-Service with Fluid,
plus some useful ESS reminders. (REGISTER HERE)

  • How ESS View Paycheck and Absences Requests will look with Fluid
  • How managers can set their PeopleSoft "out of office" so routings are temporarily sent to an
    alternate approver
  • How employees can enter their PeopleSoft security question/answer so they can later reset
    a forgotten password
Audience: This session is recommended for district office staff who support employees with
PeopleSoft ESS; also suitable for ESS users. 

Date/Time: Thursday, June 20 from 10-11 a.m. 

Registration is required. Upon registration, look for an email from “Zoom SDCOE CRC”
( with connection information. 

Can’t join us live? This session will be recorded and available for playback on our Third
Thursday webpage at


MANAGERS: Going on vacation this summer? Don’t forget to set your PeopleSoft “out of office” to temporarily route your approvals to an alternate user!

posted Jun 13, 2019 by Peyri Herrera


Are you a Manager or Approver who is going on vacation? In PeopleSoft, an alternate user
can be granted access to handle approvals for a range of dates, similar to an out of office setting.
Managers can enter the “alternate user” in PeopleSoft ESS or Portal. Directions are here:

P.S. You can do this any time of year, not just during the summer!


Time has been loaded for today’s Off Cycle payroll process, you will be locked out at 5 p.m.

posted June 3, 2019 by Barbara Thiss

Time has been loaded for today’s Off Cycle payroll process. Please review the time that has been loaded, update your paysheets with subsets, and review the warrants you expect to process. All of your entries must be made before 5 p.m. when you will be locked out.


PeopleSoft Customer Advisory Board (CAB) Town Halls

posted May 6, 2019 by Peyri Herrera

Hear from the PeopleSoft Customer Advisory Board members at an upcoming CAB Town Hall! (May 14, 22, 30)

The PeopleSoft Customer Advisory Board (CAB) represents the needs and requirements of the 50+ local educational agencies (LEAs) using PeopleSoft.

The CAB Members would like to invite you, PeopleSoft HCM and Finance Users, to a Spring 2019 CAB Town Hall Meeting
. Three town halls are scheduled across the county during the month of May. CAB members would like to share with you who CAB is and what they have been working on, including how they evaluate projects related to PeopleSoft fixes and enhancements. The CAB would also like to use this opportunity to hear from you, the PeopleSoft User Community! NOTE: If you cannot attend in person, you can opt to join online for the May 22 and May 30 meetings – please see the Zoom links below.

Dates/Times/Location (click a link to register):

Registration is in GSMU. For assistance with GSMU, please email Lori Free-Trout at If you have any questions about this event, please email


6 things to know about the Fluid project

posted May 1, 2019 by Peyri Herrera

A change to PeopleSoft is coming this summer! In our next PeopleSoft upgrade we will be
turning on the Fluid User Interface, referred to as "Fluid.” Fluid will change the look-and-feel of
PeopleSoft, including a new way to navigate. Below are six things to know about the Fluid project. 

1. FEEDBACK SESSIONS. From April 15-26, the Fluid Project Team conducted 7 discovery
sessions with district users to collect feedback on their needs. Currently, the Project Team is
consolidating the input to create the design concept to present back to districts. 

2. ROADSHOWS. Once the Project Team has Fluid configured in a demo environment, we will
offer several roadshows and online demos for you to attend. This will give you and your team an
opportunity to become familiar with the changes and ask questions, then hopefully you can help
spread the word to others at your location. We plan to work on coordinating the roadshow
schedule next week and will send the registration information in an upcoming announcement. 

3. COMMUNICATIONS TOOLKIT. SDCOE wants to help support your organization with the
change to Fluid. We will provide your district office with a “Communications Toolkit” that include
template articles and a FAQ sheet. The goal is to assist you with announcements and messaging
to send to your employees. 

4. JOB AIDS AND VIDEOS. Before we transition to Fluid, we will create several instructional
resources, like job aids and short video tutorials for common tasks. 

5. FLUID PLAY ENVIRONMENT. We are working on creating a “Fluid play environment” so you
and your users can log in and try navigating to your favorite screens. 

6. ONE-STOP FLUID SHOP. All announcements, videos, links, and resources related to Fluid are
available on the CRC’s Fluid Project page: Recently we added: 
The date of the Fluid upgrade is targeted for Summer 2019. We will communicate the Go Live
date as soon as it is finalized. For questions about the Fluid project, please email the Project
Lead: Sally Morton (


For a comprehensive list of EBS software updates and announcements, please visit the
SDCOE Customer Resource Center's Announcements webpage.