Links

To access files on the secure FTP site at SDCOE, you must have an FTP client that supports either SFTP or FTPS, or both. The SDCOE CRC recommends that you use FileZilla, a free FTP program for file uploading and downloading to and from your FTP site, server, or host. To create and access and FTP site, follow Parts A, B, and C below.

A. Download Filezilla

1. Go to the Filezilla Client Download page at https://filezilla-project.org/download.php.
2. Download the version appropriate for your platform (Windows, Mac, or Linux).
3. Install it.

B. Configure the FTP site

Before you do these steps, make sure that SDCOE gave you the host, port, username, and password.

1. Launch Filezilla. After you have installed it, it should appear under your Start menu.
2. At the top of the screen, click directly on the first icon to open the Site Manager. (If you are using a Mac, click File > Site Manager.)
3. Click New Site. Enter a name that makes sense to you. The name should indicate the purpose of the site. Down the road, you might have various FTP sites to access different files.
4. Enter the host, port, protocol (SFTP), logon type (Normal), username, and password provided to you by SDCOE. These are highlighted in yellow below.

1. Click OK. This will save the settings.

C. Access your FTP site

1. Launch Filezilla. After you have installed it, it should appear under your Start menu.
2. At the top of the screen, click the arrow on the Site Manger (first icon) to see a list of your FTP sites. Select the desired FTP site.

1. You should connect to the FTP site and see any files placed on the site. If you have problems connecting to the site, go back to the Site Manager and check the settings entered on Part B, Step 4. For further assistance, please call the SDCOE CRC at (800) 289-1500.

SDCOE Service Portal (For authorized users with accounts)

• PeopleSoft Portal: To log into the PeopleSoft Portal to access Financials and HCM. This is the Production environment.

• PeopleSoft Employee Self-Service (ESS)

• System Status: Check the status (up/down) of Production environments and view dates of scheduled maintenance.
• If you are having issues, we recommend first clearing cache, closing and reopening your browser to see if this resolves the issue. 
• Secure Authorization Access to Production Portal
• PeopleSoft Production environment Web Portal access for SecureAuth Users

Sandbox (SDPX): https://sdpx91.erp.sdcoe.net

This link can be use by Secure Auth users as well. 

Sandboxes are for use at your district to practice in a "play" environment. Available from work only. Not available via SecureAuth. Effective May 27, 2018, Sandboxes will be refreshed from Production bi-weekly Sundays. Dates of Sandbox refreshes are on the PeopleSoft Support Calendar. After each refresh, log in with your Production credentials as of the refresh date.

The PeopleSoft Finance Sandbox (SDFX) and HCM Sandbox (SDHX) are environments you can access from work (on the SDCOE network) to practice tasks. The PeopleSoft Sandboxes are copies of your district's Production environments. Login using your User ID and Password as you do in Production. Please note that Sandbox environments are not supported.

Check the status (up/down) of Production environments, issues and dates of scheduled maintenance.

SDCOE Monitoring of PeopleSoft Portal, ESS and NetworkCheck the status (up/down) PeopleSoft Portal, ESS and Network as monitored by SDCOE.

• Secure Authorization Access to Sandbox (X) Portal
• SecureAuth Users Web Portal to access PeopleSoft Sandbox (X) environment

System Status

Production:

• Group 1 Production Environment epm11
• Group 2 Production Environment epm12
• Group 3 Production Environment epm3
• Group 4 Production Environment epm22 

Narrrative Reporting:

These environments are used by all districts

• Narrative Reporting Production
• Narrative Reporting Test

Sandbox:

• Group 1 Sandbox Environment epm9
• Group 2 Sandbox Environment epm7
• Group 3 Sandbox Environment epm8
• Group 4 Sandbox Environment epm19

PeopleSoft Payroll Calendars (PDF): 2022-23  | 2023-24 | 2024-25

These calendars are maintained by SDCOE Payroll Services (payrollsvcs@sdcoe.net).

legacyinfo.sdcoe.net

This is the lookup tool to access historic information from Legacy Applications. Please ask your PeopleSoft Contact to submit a Service Portal ticket for any of these actions:

• New account
• Password reset
• Questions or issues.
• Report Manager (TREEV) - Legacy Reports site

Historical Paycheck Website 

Use this link to view historical paychecks (pre-PeopleSoft).

CBO Dashboard https://cbodashboard.sdcoe.net

For authorized users only - please refer to your CBO for more information.

HR Administrator Dashboard https://hrdashboard.sdcoe.net

For authorized users only - please refer to your HR Administrator for more information.

CAB Website Customer Advisory Board site with their calendar, agenda, minutes and other information.

Excel Resources Webpage

This "How to Excel for PeopleSoft" page is managed by SDCOE Business Services. Scroll down to "More to Explore". Click the plus sign for How to Excel for PeopleSoft section to see all the excel videos and job aids.

Enhancement Request Form