PeopleSoft Conference 2019: Full Schedule

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

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

Jonathan Meraz

Account Clerk II, Solana Beach

Ariana Rangel

Accounts Payable, SDCOE

Session A AP Tips Tricks Simplifying the Process 10 24 19 pptx

Session A AP Tips Tricks Handout pdf

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

Session A

Company AP, PURCHASING, FIN

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

Tina Peterson

Director of Human Resources, San Dieguito

Matthew Swartout

Systems Analyst, SDCOE PeopleSoft Support Team

I am Systems Analyst specializing in Benefits, Retirement, Job Data and Payroll.

Sessions AD Benefits are not a Game of Chance 10 24 19 pptx

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

Session A

Company BENEFITS

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

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

Michelle Cagle

Accounting Supervisor, Escondido Elementary

Sessions AD Excel Functions Resources Handout pdf

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

Session A

Company All

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

Von Nguyen

Systems Expert, ERP, SDCOE PeopleSoft Support Team

Speakers

Justine Galura

Sr. Program Business Specialist, SDCOE

Sessions AC Excel Pivot Tables 10 24 19 pptx

Session AC Excel Pivot Table Handout pdf

Sessions ABCD Pivot Table Quick Reference Handout pdf

PSConference2019 Pivot Tables Session A & C Activity1 xlsx

PSConference2019 Pivot Tables Session A & C Activity2 xlsx

PSConference2019 Pivot Tables Session A & C Activity3 xlsx

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

Session A

Company All

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

Olivia Aguirre

Budget & Accounting Specialist, SDCOE

Speakers

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 →

Sessions AC Excel Vlookup 10 24 19 pptx

Sessions AC – Excel Lookup Training Handout pdf

Session A – Excel Lookup Training xlsx

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

Session A

Company All

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

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

Miranda Durning

Finance Director, Lakeside

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 →

Alejandro J Galindo

Budget & Business Specialist, SDCOE

Session A Financial Analysis Reporting Tools Part I 10 24 19 pptx

1% Salary Calculator xlsx

Blank TRANS Report xlsx

FY 19 20 LRC's xlsx

GL Trial Bal PS v8.1 Summary rev 11 8 19 xlsx

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

Session A

Company FIN, PAYROLL

9:10am PDT

How to Audit DBT, Positions, and Job Data

DBT, Positions, and Job Data Q...

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

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.

Becky Fino

Systems Analyst, SDCOE PeopleSoft Support Team

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 →

PeopleSoft Conference Session A How to Audit DBT, Positions & Job Data 10 24 19 pdf

Session A Link to Quiz pdf

PS Conf 2019 HCM Helpful Queries pdf

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

Session A

Company HR, FIN

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

Joan DeKoven

EBS Functional Expert-Payroll, SDCOE PeopleSoft Support Team

Janine Perez

Systems Analyst, SDCOE PeopleSoft Support Team

Speakers

Jodi King

Senior Payroll Technician, South Bay

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).

Session A Prepare Data for Mass Salary Updates 10 24 19 pptx

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

Session A

Company HCM

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

Tammy Britt

Manager, Retirement Systems, SDCOE

Sessions AB Retirement in PeopleSoft 10 24 19 pptx

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

Session A

Company HCM

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

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 and Labor, Absence Management, Payroll, Human Resources and Query Manager in PeopleSoft. He has been at SDCOE... Read More →

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

Sondra Evans

Personnel Manager, Ramona

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.

Session A Advantages From Implementing ESS 10 24 19 pptx

Session AD ESS Link txt

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

Session A

Company HCM