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.
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 →
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.
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.
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!!
“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.
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.
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 →
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.
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 →
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 →
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
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.
I've been with SDCOE for 18+ years, many of which were with Juvenile Court and Community Schools where I provided technology support to students, parents, teachers, and staff both in and out of the classroom. I am currently a Systems Analyst with the PeopleSoft Support Team. The following... Read More →
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.
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).
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.
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.
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 and Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
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.
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.
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.
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 →
“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.
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.
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 →
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 →
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.
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.
I've been with SDCOE for 18+ years, many of which were with Juvenile Court and Community Schools where I provided technology support to students, parents, teachers, and staff both in and out of the classroom. I am currently a Systems Analyst with the PeopleSoft Support Team. The following... Read More →
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.
I have over 30 years of finance-related education and experience with the last 13 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 →
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!!
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, =, >=, =
Functional Systems Analyst, San Diego County Office of Education (SDCOE)
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 has... Read More →
Supervisor III, ITS Training & Events, San Diego County Office of Education (SDCOE)
Dr. Barbara Thiss is the Training & Events Supervisor with San Diego County Office (SDCOE) Information Technology Service and Solutions Team. She has over 15 years with SDCOE. She supervises ITS new Training & Events team as well as working with the PeopleSoft Support Team on training... Read More →
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.
Senior Manager, PeopleSoft Support, San Diego County Office of Education (SDCOE)
Sally Morton serves as the Senior Manager of the PeopleSoft Support Team at San Diego County Office of Education, where she has worked for the last 7 years. She leads a team of experienced managers, analysts, and technicians who support PeopleSoft Human Capital Management (HCM), Finance... Read More →
Systems Expert, ERP, San Diego County Office of Education (SDCOE)
Anthony Rodgers works as a Systems Expert, ERP on the Enterprise Applications Upgrades and Enhancement team within the Information Technology Services department at the San Diego County Office of Education (SDCOE) where he as served for nearly seven years. HIs expertise in PeopleSoft... Read More →
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.
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.
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 and Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
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.
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.
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.
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.
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 →
Senior Manager, PeopleSoft Support, San Diego County Office of Education (SDCOE)
Sally Morton serves as the Senior Manager of the PeopleSoft Support Team at San Diego County Office of Education, where she has worked for the last 7 years. She leads a team of experienced managers, analysts, and technicians who support PeopleSoft Human Capital Management (HCM), Finance... Read More →
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 →
“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.
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.
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 →
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.
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!
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.
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 →
I have over 30 years of finance-related education and experience with the last 13 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 →
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.
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 →
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.
I've been with SDCOE for 18+ years, many of which were with Juvenile Court and Community Schools where I provided technology support to students, parents, teachers, and staff both in and out of the classroom. I am currently a Systems Analyst with the PeopleSoft Support Team. The following... Read More →
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!
Systems Expert, ERP, San Diego County Office of Education (SDCOE)
Anthony Rodgers works as a Systems Expert, ERP on the Enterprise Applications Upgrades and Enhancement team within the Information Technology Services department at the San Diego County Office of Education (SDCOE) where he as served for nearly seven years. HIs expertise in PeopleSoft... Read More →
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 →
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.
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.
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!!
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.
Systems Expert, ERP, San Diego County Office of Education (SDCOE)
Anthony Rodgers works as a Systems Expert, ERP on the Enterprise Applications Upgrades and Enhancement team within the Information Technology Services department at the San Diego County Office of Education (SDCOE) where he as served for nearly seven years. HIs expertise in PeopleSoft... Read More →
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.
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 →
“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.
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.
Senior Manager, PeopleSoft Support, San Diego County Office of Education (SDCOE)
Sally Morton serves as the Senior Manager of the PeopleSoft Support Team at San Diego County Office of Education, where she has worked for the last 7 years. She leads a team of experienced managers, analysts, and technicians who support PeopleSoft Human Capital Management (HCM), Finance... Read More →
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 →
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.
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 and Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →
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.
I have over 30 years of finance-related education and experience with the last 13 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 →
Join us in this session to share year-end learnings, troubleshooting tips, insights, best practices, and favorite queries to this roundtable discussion.
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!
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.
I've been with SDCOE for 18+ years, many of which were with Juvenile Court and Community Schools where I provided technology support to students, parents, teachers, and staff both in and out of the classroom. I am currently a Systems Analyst with the PeopleSoft Support Team. The following... Read More →
