SF Employee Portal Support

User Access 5

• Log Into the SF Employee Portal
• New User Identity and Access Management
• PeopleSoft IT Readiness Checklist for Departments
• Existing User Multi-Factor Authentication Registration
• Managing Popup Blockers for PeopleSoft Applications

People & Pay 5

• Welcome to Time Reporting
• People and Pay Security Access Request Form (SAR) Departmental HR, Payroll, and Budget Staff
• People and Pay Security Access Request (SAR) Self-Service Time Entry and Approval
• Confidentiality Form for Security Requests
• Self-service Time Reporting - Quick Start Guide

Financials 4

• Where is My Data Going?
• Procurement Best Practices
• Basic Fundamentals for PeopleSoft Financials and Procurement
• Glossary of Terms

Bulletins 2

• Voucher Overmatching
• Overexpensing

Learning 3

• Accessing My Learning
• ELM Self Service Enrollment
• ELM Security Access Request form

Reports & Analytics 2

• Data Request/New Query Process
• Reports and Queries Catalog

Accounts Payable 26

• Accounts Payable: PeopleSoft AP Processing FAQ
• Accounts Payable: Voucher Matching Process
• Accounts Payable: Single Payment Voucher
• Accounts Payable: Advances for allowed Non-PO payments (Regular Voucher)
• Accounts Payable: Advances for allowed PO payments (Prepaid Voucher)

See all 26 articles

Accounts Receivable 9

• Accounts Receivable: Payment Predictor
• Accounts Receivable: Customer Creation and Modification Request Form
• Accounts Receivable: Processing Deposits and Payments
• Accounts Receivable: Deposits Uploader Job Aid
• Accounts Receivable: Review & Update AR Deposits from CityWide Wire Account for unidentified receipts

See all 9 articles

Asset Management 12

• Asset Transfer, Disposal and Sale
• Construction in Progress
• Asset Depreciation
• Asset Disposal
• Asset Lifecycle

See all 12 articles

Expenses 13

• Expenses: Training Classes
• Expenses: How to Submit Your Employee Reimbursement - Expense Report
• Expenses: How to View Notes in your Expense Report
• Expenses: Reconcile Cash Advance
• Expenses: Closing of a Cash Advance

See all 13 articles

General Ledger 18

• General Ledger: Chartfield Change Request Forms – Creating New Chartfield
• General Ledger: Accounts Receivable Workflow for Creating Online Deposits
• General Ledger: Work Center
• General Ledger: Creating a Template for Recurring Entries
• General Ledger: Uploading Attachments

See all 18 articles

Cash Management 3

• Cash Management: Bank Reconciliation
• Cash Management: Merchant Service Fees
• Cash Management: Book to Bank Reconciliation

Grants Management 17

• Grants: Introduction to Grant Reimburement
• Grants: Invoicing (Grantors and Sponsors)
• Grants: Updating Professional Data
• Grants: Unallocated Fund and Post Transaction Processing
• Grants: Contract Management

See all 17 articles

Commitment Control/Budgets 7

• Budget Journal Spreadsheet Uploader (Commitment Control/KK)
• Budget Journal and Budget Transfers
• Budget Check Errors: Correcting Budget Journal Errors Overview
• Commitment Control Budget Overview
• Review Budget Activities

See all 7 articles

General: No Specific Module 4

• One Time Suppliers and the 1099 process:
• Worklists & Workflows Presentation
• Role Mapping
• The Controller’s Office Accounting Policies & Procedures

Interfaces: Inbound and Outbound 3

• Interface: Transmission Tips
• Interface: Batch Schedule
• Interface: Batch Processing Information

Policy 1

• New CIO Review Policy for F$P

Project Costing 2

• Project Costing: Creating and Maintaining Projects
• Project Costing: Creating and Maintaining Activities

Training Classes 8

• Basic Fundamentals for PeopleSoft Financials and Procurement
• Introductory Training Videos for Financials
• Interdepartmental Services (work orders)
• Grants Management (ILT)
• Invoices, Vouchers and Payments (ILT)

See all 8 articles

User Forums - Financials & Procurement 9

• Financials and Procurement User Forum August 24, 2017
• Financials and Procurement User Forum November 9, 2017
• Financials and Procurement User Forum December 14, 2017
• Financials and Procurement User Forum January 11, 2018
• Financials and Procurement User Forum February 8, 2018

See all 9 articles

Course Administrators 1

• SCORM File Settings for ELM

Roster Administrators 1

• Enroll Employees in the New Employee Orientation

Checklists and Schedules 5

• Time and Absence Processing Checklist (Payroll Staff)
• Time & Absence Interface Processing Checklist (Payroll Staff)
• Query Dictionary/Reports List
• Images/Icons for SF Employee Portal
• People & Pay Course Catalog 2018/2019

How to Videos 1

• New Incentive Pay Setup Page - April 2017

Self Service 3

• Self-service Time Approval Reference Guide
• Self Service Time Reporting: How to Report Your Time and Absence
• Self Service Direct Deposit and W-4 (Withholdings) Updates

SF Employee Portal Troubleshooting 2

• My Account is Locked
• My report status says "Blocked"

Payroll 42

• Payroll: 2019 Payday & Holiday Calendar
• Payroll: 2018 Payday & Holiday Calendar
• Payroll: Acting Assignment Pay Request Form
• Payroll: Change Your Federal Withholdings
• Payroll: Change Your State Withholdings

See all 42 articles

Human Resources 14

• Leave Coordinators - Extended Leave Management UPK Training
• Documentation needed when entering a backdated Leave of Absence
• Action - Action Reason Guide
• Entering Employee Terminations
• Extended Leaves Checklist Map

See all 14 articles

Online Enrollment - HSS 2

• Online Open Enrollment - How To
• Online Open Enrollment- Known Issues (FAQ)

Time and Pay 14

• Reporting Absences Reference Guide
• Extended Leave Time Reporting
• Time Reporting Code Quick Reference Crosswalk
• Time Admin Exception Listing
• File Load Exception Listing

See all 14 articles

Contracts 15

• Document Lifespan View
• Document Numbers
• Open Access to Other Departments’ Contracts—Benefits and Safeguards?
• Signing External Documents
• Supplier Contract Approval Workflow

See all 15 articles

eProcurement 4

• New Item Request
• Buyer's Dashboard
• Create a Requisition
• Understanding Cancel/Close/Finalize Processes for Requisitions

General: No Specific Module 3

• Overview of the Contract to Payment Process
• Workflow Approval Sequence Matrix
• Worklists & Workflow Presentation

New Supplier 2

• Find My Converted Contract or Purchase Order
• Supply Chain Approvals

Inventory 9

• NIGP Codes
• Defining Par Locations
• Inventory Processing Job Aid
• Asset Profile Update - Item and Transaction
• Inventory Item Label Creation (DPH)

See all 9 articles

Purchase Orders 20

• How does PeopleSoft keep track of who has viewed a particular document?
• Partial Encumbrances
• How to Determine if a Contract ID is Associated with My PO
• Create PO
• How to Set Up a PO as Progressive or Amount Only

See all 20 articles

Sourcing 17

• Technology Marketplace User Guide
• Evaluation Panel
• How to Post Secure Documents in an RFP/RFQ/Bid
• Collaborating on Contracts
• Ordering Non-Catalog Items

See all 17 articles

Supplier Management 7

• Supplier Registration Terms & Conditions
• Which Suppliers Submit Invoices Online?
• PeopleSoft For Suppliers: Online Invoicing
• Supplier Crosswalk
• Supplier Module: Registering and Modifying Supplier Administrator and Supplier User Accounts

See all 7 articles

Training Classes 10

• Training Status Not "Complete"
• PeopleSoft Fundamentals for Financials and Procurement
• Introductory Training Videos for Procurement
• Approving Procurement Transactions - Training
• Sourcing Events For Bidding (ILT)

See all 10 articles

Accounts Payable Data 1

• Monitoring Accounts Payable and Expense Report Approvals

Troubleshooting 4

• Oracle BI Exporting Reports and Dashboards
• No Data in Reports
• Pop Up Blocker Issues
• Scheduling Automated Reports (BI Authors Only)

Training Classes 5

• Using the Reports & Analytics System - Basic Training Class
• PeopleSoft Reports
• Reports and Analytics - How to use BI Webinar
• BI Workshop 11-13-2017
• Oracle Business Intelligene for Consumers

General Ledger (GL) & Commitment Control (KK) Data 1

• Flex Report: Filtering Options

Queries/Reports 0