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Thursday, October 24
 

8:00am PDT

Registration and Continental Breakfast
Thursday October 24, 2019 8:00am - 8:30am PDT
Courtyard

8:30am PDT

Opening Session
The opening session will be held outside of Building 5. Get prepped for a full-day of meeting others, networking, and sharing ideas!

Thursday October 24, 2019 8:30am - 9:00am PDT
Courtyard

9:10am PDT

AP Tips and Tricks…Simplifying the Process!
Join us in this session to learn tips and tricks on streamlining the payable process. We will discuss batching, spreadsheets, how to view vendor payable information, reconciling/auditing payables, and more.

Moderators
avatar for Karen Harris

Karen Harris

Acct Technician AP/Purchasing, Del Mar
I have worked for DMUSD for 10 years in the position I am in. Previously in the 90's I worked for Ramona in the Child Nutrition Department as their accountant. I really do like PeopleSoft, I enjoy training and helping coworkers as well as working with my piers with our PeopleSoft... Read More →

Speakers
avatar for Jonathan Meraz

Jonathan Meraz

Account Clerk II, Solana Beach
AR

Ariana Rangel

Accounts Payable, SDCOE
I have worked at SDCOE for 3 years. I started as an Account Clerk II with Commercial Warrants. I have worked with the AP department for a little over a year. I use the PeopleSoft Excel upload for direct vouchers on a weekly basis.



Thursday October 24, 2019 9:10am - 10:00am PDT
401

9:10am PDT

Benefits are Not a Game of Chance
Pass “Go”, don’t go “straight to jail!” Join us for “Benefits Monopoly” as we test your knowledge of Benefits, Benefits processes, and other benefits tricks of the trade. The goal of this session is to help you overcome Benefits challenges and roadblocks.

Moderators
TP

Tina Peterson

Director of Human Resources, San Dieguito
avatar for Matthew Swartout

Matthew Swartout

Systems Analyst, SDCOE PeopleSoft Support Team
I am Systems Analyst specializing in Benefits, Retirement, Job Data and Payroll.


Thursday October 24, 2019 9:10am - 10:00am PDT
307

9:10am PDT

Best Excel Formulas to Work with Your Data
Have you ever wondered how to transform your raw data into a customized spreadsheet that provides you with a better analysis of information? Together let’s discuss simple and intermediate formulas tested and validated by other districts that can help with doing more with your query download.

Moderators
avatar for Ana Machado

Ana Machado

Director, Fiscal Services, Escondido Elementary
Hello, there! Ana Machado here, but please call me Ana. I'm more than happy to sit down and listen to your PeopleSoft questions or concerns. My strengths are in Finance/Accounting and Excel tools but I can also assist you in HCM. Have a great conference!!

Speakers
MC

Michelle Cagle

Accounting Supervisor, Escondido Elementary



Thursday October 24, 2019 9:10am - 10:00am PDT
Comm Lab 1&3
  Session A

9:10am PDT

Excel Pivot Tables
“I can’t believe what a timesaver this is!” Join us for some hands-on learning where we focus on one of Excel’s most powerful features: the pivot table. A pivot table allows you to extract specific data from a large, detailed data sheet. We will learn to use a pivot table to build a list of unique values, summarize, sort, count, total, average, and analyze information stored in a file of sample data exported from Excel.

Moderators
VN

Von Nguyen

EBS Functional Expert-HR, SDCOE PeopleSoft Support Team

Speakers
JG

Justine Galura

Sr. Program Business Specialist, SDCOE



Thursday October 24, 2019 9:10am - 10:00am PDT
LL 1-2
  Session A

9:10am PDT

Excel Vlookup
Want to learn how to create and use a Vlookup? In this hands-on session, we will use real-world PeopleSoft examples to teach you Vlookups and Index/Match functions to look up, retrieve, and organize data. Great for merging two queries together that contain a field in common.

Moderators
avatar for Olivia Aguirre

Olivia Aguirre

Budget & Accounting Specialist, SDCOE

Speakers
avatar for Carlos Zamora

Carlos Zamora

Senior Director, Internal Business, Imperial County Office of Education
Carlos Zamora is currently the Senior Director of Internal Business for Imperial County Office of Education (ICOE), where he has successfully run fiscal operations for the past 19 years and managed to create a friendly and enthusiastic work environment. One of his main focuses in... Read More →



Thursday October 24, 2019 9:10am - 10:00am PDT
LL 3-4
  Session A

9:10am PDT

Financial Analysis and Reporting Tools Part I of II
In this session, Districts will present and discuss tools that have been created to assist with financial analysis and reporting requirements. Analysis tools include 1% calculation, payroll distribution adjustments, ledger and budget details, and more. Note that this session is different than Part II.

Moderators
avatar for Mark Pong

Mark Pong

Director of Finance, Del Mar
I have worked for the Del Mar Union School District for almost 9 years, previously with SDCOE for 3 years. I use both HCM and Finance systems and Hyperion for budgeting. In preparation for the conference, I have already learned from my presenting partners, we hope to provide you with... Read More →

Speakers
MD

Miranda Durning

Finance Director, Lakeside
avatar for Terri Darr

Terri Darr

Accountant, Carlsbad
I was initially hired by Carlsbad Unified School District as a Payroll Technician. After a year, I became an Accountant with primary duties in position control and budget development/review. Just recently I have been tasked with reviewing our benefits reconciliation process. As... Read More →
AJ

Alejandro J Galindo

Budget & Business Specialist, SDCOE



Thursday October 24, 2019 9:10am - 10:00am PDT
Annex C

9:10am PDT

How to Audit DBT, Positions, and Job Data
Is your data “clean”? Is the same data reflected across all screens? Do you know what data is critical to other areas of PeopleSoft (Payroll, Benefits, Retirement, Budgeting, etc.)? Do you know what queries to run in order to verify that your data is “clean”? If your job involves any of these areas in PeopleSoft and the answer is No or I Don’t Know, then join us in this session as we discuss how to audit DBT, Positions & Job Data

Moderators
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.
avatar for Becky Fino

Becky Fino

Systems Analyst, SDCOE PeopleSoft Support Team


Thursday October 24, 2019 9:10am - 10:00am PDT
306
  Session A

9:10am PDT

How to Prepare Your Data for Mass Salary Updates for Your District
Do you currently prepare spreadsheets for mass salary updates, or do you plan to in the future? At this session we will demonstrate the M_HR_SALARY_SCHED_UPDATE query to correctly prepare a spreadsheet for mass salary updates. We will include the various options you have when preparing the spreadsheet and follow a checklist that will help you to ensure you’ve prepared your salary spreadsheet correctly.

Moderators
JD

Joan DeKoven

EBS Functional Expert-Payroll, SDCOE PeopleSoft Support Team
JP

Janine Perez

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers
JK

Jodi King

Senior Payroll Technician, South Bay
DS

Diana Sanchez-Aldana

Senior Payroll Technician, South Bay
Almost 25 years working in school districts. 13 years experience working in school district payroll (10 years at Hemet Unified SD in Riverside County and 3 years at South Bay Union SD in San Diego County).



Thursday October 24, 2019 9:10am - 10:00am PDT
Comm Lab 2&4
  Session A

9:10am PDT

Retirement in PeopleSoft
Presented by SDCOE Retirement. This session will focus on information in PeopleSoft that affects retirement reporting to CalPERS, CalSTRS, Social Security & Medicare. Please join us to learn about specific pages, screens, and fields that impact retirement reporting.

Moderators
avatar for Tammy Britt

Tammy Britt

Manager, Retirement Systems, SDCOE
I have worked at SDCOE for 30 years. I started in Retirement, worked for 10 years in Systems Utilization (payroll and finance), and then went back to Retirement. Ask me about CalPERS and CalSTRS.


Thursday October 24, 2019 9:10am - 10:00am PDT
402
  Session A

9:10am PDT

The Advantages We Saw from Implementing ESS Pagelets
Hear from districts about their experience with “read only” access to Personal Information, Benefits, and Absences and the advantages they saw for their employees and district office staff.

Moderators
RF

Rich Fayad

Systems Analyst, SDCOE PeopleSoft Support Team
Rich Fayad is a Systems Analyst for PeopleSoft Support and Training at the San Diego County Office of Education (SDCOE). He is responsible for the training and support of Time & Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
TP

Tatiana Patton

Systems Analyst, SDCOE Integrated Technology Services
Will be happy to answer questions about PeopleSoft Security, Employee Self-Service, Fluid, or Query Manager.

Speakers
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.
avatar for Sharon Pacheco

Sharon Pacheco

Senior Payroll & Benefits Technician, Lemon Grove
I have been using PeopleSoft since January 2015, as both a user and also a trainer. I can provide insight to multiple topics on the HCM side, and would love to help if I can.



Thursday October 24, 2019 9:10am - 10:00am PDT
301
  Session A

10:10am PDT

Excel Macros
Do you have a repetitive task that you want to automate in Excel? Join this hands-on session and learn how to create and run macros. In this session we will help you revolutionize your working relationship with Excel by the use of macros. Whether you need a basic introduction to automating and reducing your workload with Visual Basic Applications (VBA), or need hands-on practice, tips, and tricks, this session is for you.

Moderators
avatar for Olivia Aguirre

Olivia Aguirre

Budget & Accounting Specialist, SDCOE

Speakers
avatar for Carlos Zamora

Carlos Zamora

Senior Director, Internal Business, Imperial County Office of Education
Carlos Zamora is currently the Senior Director of Internal Business for Imperial County Office of Education (ICOE), where he has successfully run fiscal operations for the past 19 years and managed to create a friendly and enthusiastic work environment. One of his main focuses in... Read More →



Thursday October 24, 2019 10:10am - 11:00am PDT
LL 3-4
  Session B

10:10am PDT

Excel Pivot Tables
“I can’t believe what a timesaver this is!” Join us for some hands-on learning where we focus on one of Excel’s most powerful features: the pivot table. A pivot table allows you to extract specific data from a large, detailed data sheet. We will learn to use a pivot table to build a list of unique values, summarize, sort, count, total, average, and analyze information stored in a file of sample data exported from Excel.

Moderators
VN

Von Nguyen

EBS Functional Expert-HR, SDCOE PeopleSoft Support Team

Speakers
MS

Melissa Satterlee

Fiscal Services Manager, Ramona



Thursday October 24, 2019 10:10am - 11:00am PDT
LL 1-2
  Session B

10:10am PDT

Financial Analysis and Reporting Tools Part II of II
Ready for more Financial Analysis? This session is a continuation of Financial Analysis and Reporting Tools Part I: Districts will present and discuss tools that have been created to assist with financial analysis and reporting requirements. Analysis tools include 1% calculation, payroll distribution adjustments, ledger and budget details, and more. Note that this session is different than Part II.

Moderators
avatar for Mark Pong

Mark Pong

Director of Finance, Del Mar
I have worked for the Del Mar Union School District for almost 9 years, previously with SDCOE for 3 years. I use both HCM and Finance systems and Hyperion for budgeting. In preparation for the conference, I have already learned from my presenting partners, we hope to provide you with... Read More →

Speakers
avatar for Terri Darr

Terri Darr

Accountant, Carlsbad
I was initially hired by Carlsbad Unified School District as a Payroll Technician. After a year, I became an Accountant with primary duties in position control and budget development/review. Just recently I have been tasked with reviewing our benefits reconciliation process. As... Read More →
MD

Miranda Durning

Finance Director, Lakeside



Thursday October 24, 2019 10:10am - 11:00am PDT
Annex C

10:10am PDT

For Beginners: How Job Data and Position Screens Impact Other Screens
Do you want to know more about the key fields in HR - what they are, how they impact other areas and where potential issues may originate? Join us for this session as we discuss the cause and effect relationship of Job Data and Position entries across multiple HCM and Finance PeopleSoft modules.

Moderators
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.
avatar for Becky Fino

Becky Fino

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers
KD

Krista D'Agostino

Administrative Secretary, Santee



Thursday October 24, 2019 10:10am - 11:00am PDT
306
  Session B

10:10am PDT

For Beginners: Introduction to Budgets
If you are a beginner to PeopleSoft Finance, come join this session where we will discuss the most common pages and functions such as Budgets Overview, Revised Budget Summary, Budget Status Report, and favorite queries.

Moderators
avatar for Kay Pugh

Kay Pugh

Special Ed. Financial Analyst, SDCOE
I have almost 30 years of finance-related education and experience with the last nine in school business. My strengths are reconciliation, analysis and training; however I have experience in almost all aspects of accounting. Previous positions include Accounting Technician, Accountant... Read More →

Speakers
SC

Sharon Curtis

Senior Program Business Specialist, SDCOE
avatar for Ana Machado

Ana Machado

Director, Fiscal Services, Escondido Elementary
Hello, there! Ana Machado here, but please call me Ana. I'm more than happy to sit down and listen to your PeopleSoft questions or concerns. My strengths are in Finance/Accounting and Excel tools but I can also assist you in HCM. Have a great conference!!



Thursday October 24, 2019 10:10am - 11:00am PDT
301
  Session B

10:10am PDT

For Beginners: Introduction to PeopleSoft
Are you new to PeopleSoft? Join us in this session as we look at navigating the CRC Website/Resources, Bread Crumbs, Favorites, Personalizations, Worklist, Queries (how to search and add favorites), and how to use the search operators such as contains, =, >=, =

Moderators
avatar for Wendyl Aban

Wendyl Aban

Functional System Analyst-Finance, SDCOE PeopleSoft Support Team
Wendyl Aban is a Functional Systems Analyst-Finance at the San Diego County Office of Education. He is responsible for supporting Accounts Payable, Accounts Receivable, and Billing modules in PeopleSoft. He has been with SDCOE since November of 2017. Prior to coming to SDCOE, he... Read More →
BT

Barbara Thiss

Supervisor, ITS Training and Events, San Diego County Office of Education
I am the Supervisor of the ITS Training and Events department at SDCOE. Being involved in PeopleSoft Support for the last 6 years, has given me the opportunity work with 54 school districts in San Diego County to help them train and development successful teams. In addition to working... Read More →


Thursday October 24, 2019 10:10am - 11:00am PDT
307
  Session B

10:10am PDT

Methods to Validate Payroll Encumbrances
Let’s get the PEDR and start calculating! Come to this session to learn when and how to validate payroll encumbrances. We will also discuss the significance of timing and how encumbrances are calculated and adjusted.

Moderators
SM

Sally Morton

Senior. Manager, PeopleSoft Support, SDCOE PeopleSoft Support Team
AR

Anthony Rodgers

System Expert, ERP, SDCOE PeopleSoft Support Team
Member of the PeopleSoft Support Team with a focus on HR and Benefits.


Thursday October 24, 2019 10:10am - 11:00am PDT
Comm Lab 2&4

10:10am PDT

Retirement in PeopleSoft
Presented by SDCOE Retirement. This session will focus on information in PeopleSoft that affects retirement reporting to CalPERS, CalSTRS, Social Security & Medicare. Please join us to learn about specific pages, screens, and fields that impact retirement reporting.

Moderators
avatar for Tammy Britt

Tammy Britt

Manager, Retirement Systems, SDCOE
I have worked at SDCOE for 30 years. I started in Retirement, worked for 10 years in Systems Utilization (payroll and finance), and then went back to Retirement. Ask me about CalPERS and CalSTRS.
JD

Joan DeKoven

EBS Functional Expert-Payroll, SDCOE PeopleSoft Support Team


Thursday October 24, 2019 10:10am - 11:00am PDT
402
  Session B

10:10am PDT

Tips and Tricks for Query Managers
This session is intended for Query Managers who have attended training to provide advanced content. Join us to learn tips and tricks that extend beyond the basics presented in training. This session will cover methods that can assist in data retrieval and manipulation via PeopleSoft Query Manager. We will also discuss commonly used expressions, ways to find records and fields, and things to look out for.

Moderators
RF

Rich Fayad

Systems Analyst, SDCOE PeopleSoft Support Team
Rich Fayad is a Systems Analyst for PeopleSoft Support and Training at the San Diego County Office of Education (SDCOE). He is responsible for the training and support of Time & Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
TP

Tatiana Patton

Systems Analyst, SDCOE Integrated Technology Services
Will be happy to answer questions about PeopleSoft Security, Employee Self-Service, Fluid, or Query Manager.

Speakers
avatar for Sergey Malygin

Sergey Malygin

IT supervisor, La Mesa-Spring Valley
I'm skilled in the following topics: Database administration/management (SQL servers)SSIS, SSRS reports developmentPeopleSoft queries development



Thursday October 24, 2019 10:10am - 11:00am PDT
Comm Lab 1&3
  Session B

10:10am PDT

What's New in Purchasing?
Join us in this session to learn what’s new in Purchasing. Some of the topics are: Buyer’s WorkCenter, Buyer’s Workbench, PO Rollover Process. We will also provide an update on enhancement requests.

Moderators
avatar for Jocelyn Milla

Jocelyn Milla

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers
LH

Lauren Holt

Accounting Specialist, Valley Center-Pauma



Thursday October 24, 2019 10:10am - 11:00am PDT
401

11:10am PDT

Auditing Step Increases
Do you know which queries to use to validate step advances? Come find out! Join us to learn how to identify employees eligible for step advance, compare the Comp Rate on Job Data with the Comp Rate on the paysheet after precalcs, and view Salary Step Entry dates for all employees.

Moderators
JC

Jason Cohee

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.



Thursday October 24, 2019 11:10am - 12:00pm PDT
306

11:10am PDT

Credentials in PeopleSoft
Presented by SDCOE Credentials. In this session, we will discuss the Credential screens in PeopleSoft including information on credential holds, SEID numbers, queries/reports, and registering documents. We will also discuss the changes coming to the Assignment Monitoring process and how you can use these screens to prepare.

Moderators
CC

Casey Choate

Supervisor III, SDCOE - Credentials
Casey Choate is the Credentials and Livescan Supervisor in Human Resources for the San Diego County Office of Education. She has worked in Human Resources for over 25 years. Her experience working in a small school district, a large school district and the County, gives her a wide... Read More →
SM

Sally Morton

Senior. Manager, PeopleSoft Support, SDCOE PeopleSoft Support Team

Speakers
avatar for Michelle Ackerman

Michelle Ackerman

Supervisor II, SDCOE Integrated Technology Services
Michelle began working as a Confidential HR Technician for Poway Unified in 2010. She became proficient in multiple HR functions to include on-boarding, credentials, master schedules, leave policies, union concerns and auditing. In 2016, she joined SDCOE as a Functional Systems Analyst... Read More →



Thursday October 24, 2019 11:10am - 12:00pm PDT
307
  Session C

11:10am PDT

Excel Pivot Tables
“I can’t believe what a timesaver this is!” Join us for some hands-on learning where we focus on one of Excel’s most powerful features, the pivot table. A pivot table allows you to extract specific data from a large, detailed data sheet. We will learn to use a pivot table to build a list of unique values, summarize, sort, count, total, average and analyze information stored in a file of sample data exported from Excel.

Moderators
VN

Von Nguyen

EBS Functional Expert-HR, SDCOE PeopleSoft Support Team

Speakers
JG

Justine Galura

Sr. Program Business Specialist, SDCOE



Thursday October 24, 2019 11:10am - 12:00pm PDT
LL 1-2
  Session C

11:10am PDT

Excel Vlookup
Want to learn how to create and use a Vlookup? In this hands-on session we will use real-world PeopleSoft examples to teach you Vlookups and Index/Match functions to look-up, retrieve and organize data. Great for merging two queries together that contain a field in common.

Moderators
avatar for Olivia Aguirre

Olivia Aguirre

Budget & Accounting Specialist, SDCOE

Speakers
avatar for Carlos Zamora

Carlos Zamora

Senior Director, Internal Business, Imperial County Office of Education
Carlos Zamora is currently the Senior Director of Internal Business for Imperial County Office of Education (ICOE), where he has successfully run fiscal operations for the past 19 years and managed to create a friendly and enthusiastic work environment. One of his main focuses in... Read More →



Thursday October 24, 2019 11:10am - 12:00pm PDT
LL 3-4
  Session C

11:10am PDT

For Beginners: How to Schedule Queries and Reports
Are you a beginner in Queries? Not sure how to schedule reports? This session covers the steps for scheduling reports and queries in PeopleSoft, including: selecting recurrences, output format, destination, and adding external recipients.

Moderators
TP

Tatiana Patton

Systems Analyst, SDCOE Integrated Technology Services
Will be happy to answer questions about PeopleSoft Security, Employee Self-Service, Fluid, or Query Manager.

Speakers
avatar for Allie White

Allie White

Account Clerk III, SDCOE
I work in Retirement Reporting, specifically the CalPERS unit. I am happy to answer any questions you have about CalPERS, or running queries. I look forward to meeting you!



Thursday October 24, 2019 11:10am - 12:00pm PDT
402
  Session C

11:10am PDT

How to Handle Purchasing Pre-Encumbrances and Encumbrances
In this session you will learn how to prevent, identify, and resolve issues related to pre-encumbrance and encumbrance balances.

Moderators
avatar for Jocelyn Milla

Jocelyn Milla

Systems Analyst, SDCOE PeopleSoft Support Team


Thursday October 24, 2019 11:10am - 12:00pm PDT
Annex C
  Session C

11:10am PDT

Suppliers and 1099s
Do you work with Suppliers and 1099’s? In this session, we will discuss supplier set-up, voucher entry for out of state vendors, Associated Student Body (ASB) Imports, the 1099 auditing/mismatch query, and the 1099 creation process.

Moderators
avatar for Karen Harris

Karen Harris

Acct Technician AP/Purchasing, Del Mar
I have worked for DMUSD for 10 years in the position I am in. Previously in the 90's I worked for Ramona in the Child Nutrition Department as their accountant. I really do like PeopleSoft, I enjoy training and helping coworkers as well as working with my piers with our PeopleSoft... Read More →
avatar for Kay Pugh

Kay Pugh

Special Ed. Financial Analyst, SDCOE
I have almost 30 years of finance-related education and experience with the last nine in school business. My strengths are reconciliation, analysis and training; however I have experience in almost all aspects of accounting. Previous positions include Accounting Technician, Accountant... Read More →

Speakers
FM

Francesca Martinez

Accounting/Procurement Systems Analyst, SDCOE



Thursday October 24, 2019 11:10am - 12:00pm PDT
401
  Session C
  • Company AP

11:10am PDT

Test Your Payroll Knowledge
Join us for “Payroll Monopoly” as we test your knowledge of Payroll, Payroll processes, and other Payroll tricks of the trade. The goal of this session is to help you overcome Payroll challenges and roadblocks.

Moderators
JP

Janine Perez

Systems Analyst, SDCOE PeopleSoft Support Team
avatar for Paula Rians

Paula Rians

Payroll Supervisor, Chula Vista
I started serving the Public School Districts as the Payroll Supervisor at Poway Unified School District for four years and now at Chula Vista Elementary School District for the last two years. I have worked in the payroll field for a total of thirty nine years. Other public agency... Read More →


Thursday October 24, 2019 11:10am - 12:00pm PDT
301

11:10am PDT

When Should I Request Correct History for Job Data and Positions?
History in PeopleSoft is key! Join us to learn about how Correct History changes are made, what they impact, and the proper way to enter a historical change without losing existing history.

Moderators
avatar for Becky Fino

Becky Fino

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers
JO

Janet Ortega

Systems Technician I, SDCOE PeopleSoft Support Team
LO

Lindsay O'Brien

Account Clerk II, SDCOE
BD

Bill Dowler

Director, Classified HR, SDCOE
SDCOE has adopted Absence Management, Employee Self-Service, and the PAF - if you have questions or are thinking about diving in to any of these modules, reach out and I'd be happy to discuss them with you!
RE

Renee Evans

Account Clerk II, SDCOE



Thursday October 24, 2019 11:10am - 12:00pm PDT
Comm Lab 2&4
  Session C

11:10am PDT

Your Successful Benefits Practices
Come join us to learn how some of our benefits colleagues successfully administer their benefits from start to finish.

Moderators
AR

Anthony Rodgers

System Expert, ERP, SDCOE PeopleSoft Support Team
Member of the PeopleSoft Support Team with a focus on HR and Benefits.

Speakers
KB

Katie Borts

Benefits & Risk Management, Santee
I am the Benefits & Risk Management Specialist for Santee School District. I work primarily in PeopleSoft HCM, but have some experience with Finance. Specifically in HCM, I work in the Benefits and Payroll screens 99% of my day.I am proud to work for an innovative tech-forward District... Read More →
avatar for Rhonda Brown

Rhonda Brown

Chief Business Officer, San Pasqual
TF

Terri Freepartner

Benefits Tech, Coronado
EP

Emma Puentes

Supervisor, Payroll-Benefits, La Mesa-Spring Valley
avatar for Keri Wutzke

Keri Wutzke

Payroll & Benefits, Lakeside



Thursday October 24, 2019 11:10am - 12:00pm PDT
Comm Lab 1&3

12:00pm PDT

Lunch
Thursday October 24, 2019 12:00pm - 1:00pm PDT
Courtyard

12:30pm PDT

Cupcakes with CAB
Thursday October 24, 2019 12:30pm - 1:00pm PDT
The Point

1:10pm PDT

Benefits are Not a Game of Chance
Pass “Go”, don’t go “straight to jail!” Join us for “Benefits Monopoly” as we test your knowledge of Benefits, Benefits processes, and other benefits tricks of the trade. The goal of this session is to help you overcome Benefits challenges and roadblocks.

Moderators
TP

Tina Peterson

Director of Human Resources, San Dieguito
avatar for Matthew Swartout

Matthew Swartout

Systems Analyst, SDCOE PeopleSoft Support Team
I am Systems Analyst specializing in Benefits, Retirement, Job Data and Payroll.


Thursday October 24, 2019 1:10pm - 2:00pm PDT
307

1:10pm PDT

Best Excel Formulas to Work with Your Data
Have you ever wondered how to transform your raw data into a customized spreadsheet that provides you with a better analysis of information? Together let’s discuss simple and intermediate formulas tested and validated by other districts that can help with doing more with your query download.

Moderators
avatar for Ana Machado

Ana Machado

Director, Fiscal Services, Escondido Elementary
Hello, there! Ana Machado here, but please call me Ana. I'm more than happy to sit down and listen to your PeopleSoft questions or concerns. My strengths are in Finance/Accounting and Excel tools but I can also assist you in HCM. Have a great conference!!

Speakers
MC

Michelle Cagle

Accounting Supervisor, Escondido Elementary



Thursday October 24, 2019 1:10pm - 2:00pm PDT
Annex C

1:10pm PDT

Encumbrance Definitions Screen: How Can I Get Payroll to Pre-Encumber a Certain Way?
Don’t work for pre-encumbrances…make pre-encumbrances work for you!! Learn how to manage and edit the Encumbrance Definitions page to pre-encumber vacant positions with department changes, vacant new positions, and more.

Moderators
JD

Joan DeKoven

EBS Functional Expert-Payroll, SDCOE PeopleSoft Support Team
AR

Anthony Rodgers

System Expert, ERP, SDCOE PeopleSoft Support Team
Member of the PeopleSoft Support Team with a focus on HR and Benefits.


Thursday October 24, 2019 1:10pm - 2:00pm PDT
305
  Session D

1:10pm PDT

Excel Macros
Do you have a repetitive task that you want to automate in Excel? Join this hands-on session and learn how to create and run macros. In this session we will help you revolutionize your working relationship with Excel by the use of macros. Whether you need a basic introduction to automating and reducing your workload with Visual Basic Applications (VBA), or need hands-on practice, tips, and tricks, this session is for you.

Moderators
avatar for Olivia Aguirre

Olivia Aguirre

Budget & Accounting Specialist, SDCOE

Speakers
avatar for Carlos Zamora

Carlos Zamora

Senior Director, Internal Business, Imperial County Office of Education
Carlos Zamora is currently the Senior Director of Internal Business for Imperial County Office of Education (ICOE), where he has successfully run fiscal operations for the past 19 years and managed to create a friendly and enthusiastic work environment. One of his main focuses in... Read More →



Thursday October 24, 2019 1:10pm - 2:00pm PDT
LL 3-4
  Session D

1:10pm PDT

Excel Pivot Tables
“I can’t believe what a timesaver this is!” Join us for some hands-on learning where we focus on one of Excel’s most powerful features: the pivot table. A pivot table allows you to extract specific data from a large, detailed data sheet. We will learn to use a pivot table to build a list of unique values, summarize, sort, count, total, average, and analyze information stored in a file of sample data exported from Excel.

Moderators
VN

Von Nguyen

EBS Functional Expert-HR, SDCOE PeopleSoft Support Team

Speakers
AJ

Alejandro J Galindo

Budget & Business Specialist, SDCOE



Thursday October 24, 2019 1:10pm - 2:00pm PDT
LL 1-2

1:10pm PDT

Financial Asset Management: Loading Legacy Assets and Other Topics
Did you know that there is a new process for loading Legacy assets into Financial Asset Management (FAM)? In this session, we will show you the asset load process in FAM and other topics.

Moderators
avatar for Jocelyn Milla

Jocelyn Milla

Systems Analyst, SDCOE PeopleSoft Support Team
SM

Sally Morton

Senior. Manager, PeopleSoft Support, SDCOE PeopleSoft Support Team

Speakers
avatar for Debbie Kelly

Debbie Kelly

Director of Purchasing, San Dieguito
LM

Laura Medina

Buyer, Oceanside
avatar for Kathy Osborn

Kathy Osborn

Purchasing Specialist, Lemon Grove
I am the Purchasing Specialist at Lemon Grove School District. I process all purchase requisitions into purchase orders, bids for services, materials and construction, asset management and online purchasing modules. I am responsible for training new employees in the Finance module... Read More →



Thursday October 24, 2019 1:10pm - 2:00pm PDT
Comm Lab 1&3
  Session D

1:10pm PDT

How to Implement PeopleSoft ESS Absence Requests and Approvals
This session covers the steps taken in preparation for implementing Absence Requests and Approvals functionality in ESS. You will learn how ESS functions, how to audit and clean up data, how to submit participation form, and how to prepare employees.

Moderators
RF

Rich Fayad

Systems Analyst, SDCOE PeopleSoft Support Team
Rich Fayad is a Systems Analyst for PeopleSoft Support and Training at the San Diego County Office of Education (SDCOE). He is responsible for the training and support of Time & Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
TP

Tatiana Patton

Systems Analyst, SDCOE Integrated Technology Services
Will be happy to answer questions about PeopleSoft Security, Employee Self-Service, Fluid, or Query Manager.


Thursday October 24, 2019 1:10pm - 2:00pm PDT
301
  Session D

1:10pm PDT

How to Research Payroll Suspense
Do you have payroll entries in suspense? Learn how to identify whose pay went to suspense when the BETTERPDR doesn’t match finance, when to use the Correct Suspense Entry screen to fix entries, and how to clear benefit adjustments.

Moderators
avatar for Kay Pugh

Kay Pugh

Special Ed. Financial Analyst, SDCOE
I have almost 30 years of finance-related education and experience with the last nine in school business. My strengths are reconciliation, analysis and training; however I have experience in almost all aspects of accounting. Previous positions include Accounting Technician, Accountant... Read More →

Speakers
JG

Justine Galura

Sr. Program Business Specialist, SDCOE



Thursday October 24, 2019 1:10pm - 2:00pm PDT
306

1:10pm PDT

Purchasing Roundtable
Join us in this session to share year-end learnings, troubleshooting tips, insights, best practices, and favorite queries to this roundtable discussion.

Moderators
Speakers
avatar for Lorraine Hamann

Lorraine Hamann

Purchasing Assistant, SDCOE
I have used PeopleSoft for 5 years and am always looking for ways to make things smoother and more efficient.



Thursday October 24, 2019 1:10pm - 2:00pm PDT
401

1:10pm PDT

Putting HCM Best Practices into Practice
Join us to discuss putting best practices in practice! Success during Payroll and accuracy of data relies on planning and communication across departments, timing of data entries, and auditing data. We will focus on available resources (checklists, Payroll Calendar, queries related to payroll, etc.), discuss timing data entry in relation to PeopleSoft and Payroll processes, and much more!

Moderators
avatar for Sondra Evans

Sondra Evans

Personnel Manager, Ramona
I have worked in Human Resources for over 17 years. I am very knowledgeable about classified, certificated and credentialing aspect of HR in the Public School Systems. If you ever have any questions regarding anything Human Resources related, I am always here to help.
avatar for Becky Fino

Becky Fino

Systems Analyst, SDCOE PeopleSoft Support Team


Thursday October 24, 2019 1:10pm - 2:00pm PDT
Comm Lab 2&4
  Session D

2:10pm PDT

Closing Session
Gather round, grab a treat, and hear from the Customer Advisory Board (CAB). Share final thoughts before we wrap for the day.

Thursday October 24, 2019 2:10pm - 3:00pm PDT
401-402