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Managing Popup Blockers for PeopleSoft Applications
Existing User Multi-Factor Authentication Registration
PeopleSoft IT Readiness Checklist for Departments
New User Identity and Access Management
Log Into the SF Employee Portal (Getting Started)
Self-service Time Reporting - Quick Start Guide
Confidentiality Form for Security Requests
People and Pay Security Access Request (SAR) Self-Service Time Entry and Approval
Basic Fundamentals for PeopleSoft Financials and Procurement
Supplier Contract Management: DocuSign
DocuSign Training (ILT) for Supplier Contract Processor
ELM Security Access Request form
Data Request/New Query Process
Accounts Payable: Using $0.00 Regular voucher to adjust accounting entries
Accounts Payable: Processing Vouchers with Correct Budget Date
Accounts Payable: Supplier Initiated Draft Payment Processing
Accounts Payable: Partial and Final Liquidation
Accounts Payable: DPH Specific - Applying Vouchers to Prepaid Voucher
Accounts Payable: Using PO Vouchers to Correct Direct Vouchers
Accounts Payable: Vouchers not selected for payment CHECKLIST
Accounts Payable: Creating a Voucher Header
Accounts Payable: Sales Tax on Voucher with Discounted Payment Terms
Accounts Payable: Creating a voucher from Receipt or PO only
Accounts Payable: Matching Rules
Accounts Payable: Journal Vouchers (Archived)
Accounts Payable: Associate Receipt with a Voucher / Delete Receipt from a Voucher
Accounts Payable - Close Voucher
Accounts Payable: Voucher Spreadsheet Upload
Accounts Payable: 1099 Processing for Controller's Office
Accounts Payable: Entering 1099 Withholding Vouchers
Accounts Payable: Creating Credit Memo Adjustment Vouchers
Accounts Payable: Review Voucher Accounting Entries
Accounts Payable: Inquiries, Reports and Queries
Accounts Payable: Template Voucher
Accounts Payable: Advances for allowed PO payments (Prepaid Voucher)
Accounts Payable: Advances for allowed Non-PO payments (Regular Voucher)
Accounts Payable: Single Payment Voucher
Accounts Payable: Voucher Matching Process
Accounts Payable: PeopleSoft AP Processing FAQ
Accounts Receivable: Deleting a Direct Journal Deposit not Posted to GL
Billing: Correct Budget Check Errors
Billing: Creating a Bill, Copying a Bill, and Adjusting a Bill and Print ProForma
Accounts Receivable: Review Payment Status
Accounts Receivable: Deposits Uploader Job Aid
Accounts Receivable: Processing Deposits and Payments
Accounts Receivable: Customer Creation and Modification Request Form
Accounts Receivable: Payment Predictor
Capitalizing Equipment - Fixed Asset Management
How to Run Monthly Depreciation
Asset Management: How to run fixed asset reports
Asset Transfer, Disposal and Sale
Expenses: Reports-Approval, Budget Check & Accounting Detail Adjustment
Expenses: Delete Expense Report
Expenses: Close Expense Report
Expenses: Authorization - Delete Request
Expenses: Cancel / Close Travel Authorization
Expenses: Creating Expense Report Delegates
Expenses: Understanding Expense Reports For Finance Staff
Expenses: Reassign Approval Work
Expenses: Closing of a Cash Advance
Expenses: Reconcile Cash Advance
Expenses: How to View Notes in your Expense Report
Expenses: How to Submit Your Employee Reimbursement - Expense Report
General Ledger: Journal Reversing Job Aid
General Ledger: Cash Balancing and Inter-Intra Unit Cash Balancing Lines
General Ledger: Review Ledger Financial Information
General Ledger: Commitment Control (KK) Budget Overview
General Ledger: Journal Spreadsheet Entry and uploader
General Ledger: Journal Entries
General Ledger: nVision Financial statements
General Ledger: Process Scheduler Request
General Ledger: Errors with spreadsheet uploaders - troubleshooting
General Ledger: Common GL Reports and how to create them
General Ledger: All about ChartFields
General Ledger: Uploading Attachments
General Ledger: Creating a Template for Recurring Entries
General Ledger: Accounts Receivable Workflow for Creating Online Deposits
General Ledger: Chartfield Change Request Forms – Creating New Chartfield
Cash Management: Book to Bank Reconciliation
Cash Management: Merchant Service Fees
Cash Management: Bank Reconciliation
Grants: Billing process and results on the GL and AR
Grants: Abating & Capturing costs
Grants: Demonstration when No Grant Project and Prepaid
Grants: Demonstration Setting up grant funding when a project exists (starting from CA)
Grants: Adjust Ineligible Transactions Picked up by Billing
Grants: Prepaid Grant not triggering accounting & invoice not appearing in AR
Grants: PREPAID - How does the system automate accounting?
Grants: How does the system automate accounting?
Grants: Reverse System-Generated Recognized Revenue for Offline Billing
Grants: Reprint Billing Invoice
Grants: Unallocated Fund and Post Transaction Processing
Grants: Updating Professional Data
Grants: Invoicing (Grantors and Sponsors)
Grants: Introduction to Grant Reimburement
Budget Check Errors: No Budget Exists and Exceeds Budge Tolerance
Commitment Control Budget Overview
Budget Check Errors: Correcting Budget Journal Errors Overview
Budget Journal and Budget Transfers
Budget Journal Spreadsheet Uploader (Commitment Control/KK)
The Controller’s Office Accounting Policies & Procedures
Worklists & Workflows Presentation
One Time Suppliers and the 1099 process:
Interface: Batch Processing Information
Project Costing: Creating and Maintaining Activities
Project Costing: Creating and Maintaining Projects
Enter and Process Invoices - FYI Only
Commitment Control, General Ledger, Chart Of Accounts (ILT)
Invoices, Vouchers and Payments (ILT)
Interdepartmental Services (work orders)
Introductory Training Videos for Financials
Basic Fundamentals for PeopleSoft Financials and Procurement
Procurement User Forum - March 14, 2019
Financials and Procurement User Forum - July 12, 2018
Financials and Procurement User Forum - May 10, 2018
Financials and Procurement User Forum - April 12, 2018
Financials and Procurement User Forum March 8, 2018
Financials and Procurement User Forum February 8, 2018
Financials and Procurement User Forum January 11, 2018
Financials and Procurement User Forum December 14, 2017
Financials and Procurement User Forum November 9, 2017
Financials and Procurement User Forum August 24, 2017
How to Add Content to SF Employee Learning
SF Learning Enrollment Process
Enroll Employees in the New Employee Orientation
Drop Direct Reports from Classes for Managers
Enroll Direct Reports from Learning Plans for Manages
Adding a Learning Component to a Class
How to Update Learner Groups and Queries
People & Pay Course Catalog 2018/2019
Images/Icons for SF Employee Portal
Time & Absence Interface Processing Checklist (Payroll Staff)
Time and Absence Processing Checklist (Payroll Staff)
New Incentive Pay Setup Page - April 2017
Self Service Direct Deposit and W-4 (Withholdings) Updates
Self Service Time Reporting: How to Report Your Time and Absence
Self-service Time Approval Reference Guide
My report status says "Blocked"
Payroll: Request for Employee Offset Due to Payroll Overpayment
Payroll: Request for Employee Offset (Not For Payroll Overpayments)
Payroll: Repayment Arrangement and Payroll Deduction Authorization Form Overview
Payroll: Repayment Arrangement and Payroll Deduction Authorization Form
Payroll: Problem Description Form
Payroll: Prior Year Overpayment Worksheet
Payroll: PERS Enrollment and Cancellation Form
Payroll: PayStub Online Access Authorization Form
Payroll: Payroll Policies and Procedures Manual
Payroll: Payroll Voluntary Deduction Authorization/Cancellation Form
Payroll: Payroll Overpayment Collections Department Worksheet
Payroll: Online Direct Deposit & W-4 And Multi-Factor Authentication PowerPoint Presentation
Payroll: Multiple Pay Period Adjustment Worksheet
Payroll: Lump Sum Vacation Pay/Vested Sick, Comp Time, Wellness, Fire Department T&E Form
Payroll: Employment Tax Rates & Taxable Wage Base Limits
Payroll: Employee Signature Cancellation Card
Payroll: Employee Signature Authorization Card
Payroll: Employee Change of Department Form
Payroll: Employee (Non Payroll) Repayment Agreement
Payroll: Electronic W-2/W-2C Instructions
Payroll: Direct Deposit Authorization Form
Payroll: Department Head Signature Authorization Card
Payroll: Current Year Overpayment Worksheet
Payroll: CCSF ePayroll Online Paystubs
Payroll: Change Your State Withholdings
Payroll: Change Your Federal Withholdings
Payroll: Acting Assignment Pay Request Form
Payroll: 2018 Payday & Holiday Calendar
Payroll: 2019 Payday & Holiday Calendar
Corrections to Social Security Numbers
Managing Positions for ASO Reconciliation
Termination Checklist Definitions
Position Management Reports/Queries
Creating a User Account for a person who is not a City employee
Entering Employee Terminations
Documentation needed when entering a backdated Leave of Absence
Leave Coordinators - Extended Leave Management UPK Training
Online Open Enrollment- Known Issues (FAQ)
Online Open Enrollment - How To
Extended Leave Absence Adjustments Page Instructions
Time Entry & Payable Time Report - Quick Start Guide
Frequently Used Time Reporting Codes (TRC) and Assignment Codes
Tips and FAQs for Self-Service Time
Time Administration and Approvals Schedule
Extended Leave Time Absence Codes
Reporting Absences For Employees Reference Guide
Employee Schedule Request Template
Time Reporting Code Quick Reference Crosswalk
Reporting Absences Reference Guide
Create Amendment for Converted Contracts
Create Contract For Rental or Lease Agreements
Create Departmental Contract (BPO)
Supplier Contract Management: Attaching External Contract
Enter Data in Custom Fields on Contract
Resource Roster PO Balance Queries Job Aid
Supplier Contract Approval Workflow
Open Access to Other Departments’ Contracts—Benefits and Safeguards?
Understanding Cancel/Close/Finalize Processes for Requisitions
Worklists & Workflow Presentation
Workflow Approval Sequence Matrix
Overview of the Contract to Payment Process
Find My Converted Contract or Purchase Order
Match Exceptions for DPH Buyers - High Level Tasks (DPH)
EDI 856 ASN/ASR Daily Error Processing (DPH)
Inventory Item Label Creation (DPH)
Asset Profile Update - Item and Transaction
Purchasing: Requisition Reconciliation “Req Close” Criteria
Purchase Order Reconciliation “PO Close” Criteria
Create FY19 PO by Copying from a Closed FY18 PO
Create FY19 POs Before July 1, 2018
Understanding PO Encumbrance Liquidation Options
Create PO Change Order to Update Billing Location
Data Cleanup Only: Retainage/Liens
Purchase Order: Preventing and Correcting Incorrect PO Releases from Contracts
FAMIS v5 Flash # (255): Sales/Use Tax for Converted Purchase Orders
Submit PO for Approval and Budget Check
How to Set Up a PO as Progressive or Amount Only
How to Determine if a Contract ID is Associated with My PO
How does PeopleSoft keep track of who has viewed a particular document?
Sourcing Events - Bidder Groups
Inviting Bidders & Contacts to Events
Understanding the Evaluation Panel
Setting Up Threshold Notifications
Purchase Order Approval Workflow
How to Post Secure Documents in an RFP/RFQ/Bid
Technology Marketplace User Guide
Supplier Management - CMD Participation Report
Supplier Module: Registering and Modifying Supplier Administrator and Supplier User Accounts
PeopleSoft For Suppliers: Online Invoicing
Which Suppliers Submit Invoices Online?
Supplier Registration Terms & Conditions
Receiving and Purchasing (DPH Only)
Manage Replenishment (DPH Only)
Process Fulfillment (DPH Only)
Sourcing Events For Bidding (ILT)
Approving Procurement Transactions - Training
Introductory Training Videos for Procurement
PeopleSoft Fundamentals for Financials and Procurement
Training Status Not "Complete"
Monitoring Accounts Payable and Expense Report Approvals
Scheduling Automated Reports (BI Authors Only)
Oracle BI Exporting Reports and Dashboards
Oracle Business Intelligene for Consumers
Reports and Analytics - How to use BI Webinar