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SF People & Pay
Checklists and Schedules
2
Query Dictionary/Reports List
People & Pay Course Catalog 2019/2020
How to Videos
1
New Incentive Pay Setup Page - April 2017
Self Service
9
Self Service Time Reporting: How to Report Your Time and Absence
Self Service Direct Deposit and W-4 (Withholdings) Updates
SF Employee Portal Frequently Asked Questions (FAQs)
Self-Service Time Reporting: How to Personalize Your Timesheet
Self-Service Time Reporting: How to Set Your Time Reporting Preferences
See all 9 articles
SF Employee Portal Troubleshooting
1
My report status says Blocked
Payroll
43
Payroll: 2022 Payday & Holiday Calendar
Payroll: Acting Assignment Pay Request Form
Payroll: Change Your Federal Withholdings
Payroll: Change Your State Withholdings
Payroll: Current Year Overpayment Worksheet
See all 43 articles
Human Resources
20
Documentation needed when entering a backdated Leave of Absence
Entering Employee Terminations
Extended Leaves Checklist Map
Extended Leave Reports
Position Request Guidelines
See all 20 articles
Online Enrollment - HSS
2
Online Open Enrollment - How To
Online Open Enrollment- Known Issues (FAQ)
Time and Pay
13
Time Reporting Code Quick Reference Crosswalk
Time Admin Exception Listing
File Load Exception Listing
Leaves Plans Explained
Reporting Absences For Employees Reference Guide
See all 13 articles
Interfaces: Inbound and Outbound
2
Interface: P&P Batch Processing Information
Interface: P&P Batch Schedule
User Forum
2
June 8, 2021 SF People & Pay User Forum
June 16, 2022 SF People & Pay User Forum
SF Learning
Instructional Designers
5
SCORM File Settings for SF Learning
How to Add Content to SF Learning
How to create a Course
How to add a Survey Component to a Class
Link to SF Learning Test Environment
Enrollment Managers
2
Enroll Employees in the New Employee Orientation
SF Learning Enrollment Process
Managers
2
Enroll Direct Reports from Learning Plans for Manages
Drop Direct Reports from Classes for Managers
Learning Administrators
9
How to Update Learner Groups and Queries
How to create a Survey
Adding a Learning Component to a Class
Define Instructor Profiles
Adding an Instructor to a Class Session
See all 9 articles
Instructors
2
Enrolling Learners in a Class
Instructor Tile Overview
Interfaces: Inbound and Outbound
2
Interface: ELM Batch Processing Information
Interface: ELM Batch Schedule
Learners
4
How to Access Notes and Attachments in SF Learning for a Class
How to access schedule and location of class
How to enroll and drop from a waitlisted class as a learner Video
Accessing Multiple Modules in a Course or Class
Reporting
2
Running Delivered ELM Reports
SF Reports & Analytics Learning Management Dashboard
Quarterly and Fiscal Year End Close
2022 Quarterly & Fiscal Year End Close Resources
8
FY22 Quarterly Close Tasks by Module: Q1, Q2, and Q3
FY22 Quarterly Close FAQs
2022 Quarterly & Fiscal Year End Close Resources
2022 Fiscal Year-End Close: Accounting Operations Year End Guidance & Deadlines FAQs
Requisitions, Purchase Orders, and OCA Guidance FAQs
See all 8 articles
SF Financials
Accounts Payable
44
Accounts Payable: PeopleSoft AP Processing FAQ
Accounts Payable: Single Payment Voucher
Accounts Payable: Advances for allowed Non-PO payments (Regular Voucher)
Accounts Payable: Advances for allowed PO payments (Prepaid Voucher)
Accounts Payable: Template Voucher
See all 44 articles
Accounts Receivable
18
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
Accounts Receivable: Review Payment Status
See all 18 articles
Asset Management
18
Asset Transfer, Disposal and Sale
Construction in Progress
Asset Depreciation
Asset Disposal
Asset Lifecycle
See all 18 articles
Expense Reimbursements, Cash Advances, and Travel Authorizations
23
Expenses: How to Request an Expense Reimbursement
Expenses: Reassign Approval Work
Expenses: Creating Expense Report Delegates
Expenses: Cancel / Close Travel Authorization
Expenses: Travel Authorization - Delete Request
See all 23 articles
General Ledger
14
General Ledger: Chartfield Change Request Forms – Creating New Chartfield
General Ledger: Work Center
General Ledger: Errors with spreadsheet uploaders - troubleshooting
General Ledger: nVision Financial statements
General Ledger: Common Terms
See all 14 articles
Cash Management
2
Cash Management: Bank Reconciliation
Cash Management: Book to Bank Reconciliation
Grants Management
18
Grants: Introduction to Grant Reimburement
Grants: Updating Professional Data
Grants: Unallocated Fund and Post Transaction Processing
Grants: Contract Management
Grants: Reprint Billing Invoice
See all 18 articles
Commitment Control/Budgets
5
Budget Journal Spreadsheet Uploader (Commitment Control/KK)
How to perform Budget Transfers
How to Review and Validate Budget Requests
Review Budget Activities
Budget Check Errors: No Budget Exists and Exceeds Budge Tolerance
General: No Specific Module
3
One Time Suppliers and the 1099 process:
Worklists & Workflows Presentation
Executing Excel to Component Interface (CI)
Interfaces: Inbound and Outbound
3
Interface: Transmission Tips
Interface: F&P Batch Processing Information
Interface: F&P Batch Schedules
Policy
4
New CIO Review Policy for F$P
Fiscal Year 2020 Priorities: Re-investing in our people
Integration CFO-CIO Approval Form
Accounting Operations Questionnaire Form
Project Costing
7
Project Costing: Creating and Maintaining Projects
Project Costing: Creating and Maintaining Activities
Project Costing: Express Capitalization of Many Assets from Many Activities
Project Costing: Express Capitalization of Many Projects to One Asset
Project Costing: Express Capitalization of One Project to One Asset Project Status
See all 7 articles
User Forums - Financials & Procurement
6
Financials and Procurement User Forum January 11, 2018
Financials and Procurement User Forum February 8, 2018
Financials and Procurement User Forum March 8, 2018
Financials and Procurement User Forum - April 12, 2018
Financials and Procurement User Forum - May 10, 2018
See all 6 articles
Billing
5
How to adjust a bill
How to manually create an invoice
How to finalize and print an invoice
How to print a Pro Forma invoice
How to set a bill to ‘Ready’ status
SF Procurement
Sourcing
9
Sourcing Events - Bidder Groups
Sourcing Event Apporval WorkFlow
Sourcing Events, RFIs, and Bid Advertisements
How to Post Secure Documents in an RFP/RFQ/Bid
Create and Manage your events
See all 9 articles
Contracts
25
Open Access to Other Departments’ Contracts—Benefits and Safeguards?
Supplier Contract Approval Workflow
Resource Roster Job Aid
Resource Roster PO Balance Queries Job Aid
Enter Data in Custom Fields on Contract
See all 25 articles
eProcurement
4
Create a Requisition
Understanding Cancel/Close/Finalize Processes for Requisitions
Create Requisition: Fluid and Classic
Understanding OCA Requisition Buyer Assignment
General: No Specific Module
3
Workflow Approval Sequence Matrix
Identifying and Prioritizing Requisition and PO Approvals for COVID-19 Procurements
Controller's Office Guidance: Preferred Procurement and Payment methods
New Supplier
2
Find My Converted Contract or Purchase Order
Supply Chain Approvals
Inventory
11
What are NIGP Codes?
Defining Par Locations
Inventory Processing Job Aid
Asset Profile Update - Item and Transaction
Inventory Item Label Creation (DPH)
See all 11 articles
Purchase Orders
39
Partial Encumbrances
How to Determine if a Contract ID is Associated with My PO
Create a new Purchase Order
How to Set Up a PO as Progressive or Amount Only
Submit PO for Approval and Budget Check
See all 39 articles
Supplier Management
6
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 6 articles
Policy
0
CMD
4
CMD: Processing 14B Certification Applications
CMD: Viewing a Prime’s Payment Affidavits
CMD: Viewing a Sub’s Payment Affidavit Confirmation Report
CMD: Viewing a Participation Report
Bidders
Bidder: Viewing and Bidding on City Business
4
A Step by Step Guide to Bidding as a Register Bidder
Bidding on Public Events as a Registered Bidder
Bidding on Private Events as a Registered Bidder
Editing a Bid as a Registered Bidder
Bidder: Managing Your Bidder Account
6
A Step by Step Guide to Managing Your Bidder Account
Managing Your Bidder Profile (Incl Addresses and Contacts)
Maintaining Your Categories & Alerts
Checking Your Account Status
File a 12B Equal Benefits Ordinance Declaration
See all 6 articles
Bidder: How to Become an Approved Supplier
4
A Step by Step Guide to Become a Fully Compliant Supplier
Complete Your Business Tax Registration
File a 12B Equal Benefits Ordinance Declaration
File an Optional 14B Local Business Enterprise Certification
Bidder: How to Log In to the SF City Partner Website
1
How to Log Into the SF City Partner Website
SF Reports & Analytics
Accounts Payable Data
5
Monitoring Accounts Payable and Expense Report Approvals
New Voucher Payment Summary Dashboard
12X Employee Travel & Expenses in Banned States Dashboard and Policy
How to use the Supplier Online Invoicing and Payments Dashboard
How to Execute and Perform Covid19 AP Voucher Reclassification
Troubleshooting
3
Pop-Up Blocker Issues
Scheduling Automated Reports (BI Authors Only)
Using Reports & Analytics to Find FAMIS Historical Data
Training Classes
12
Using the Reports & Analytics System - Basic Training Class
PeopleSoft Reports
Oracle Business Intelligene for Consumers
Data Flow Mapping Diagram
SF Reports & Analytics Learning Management Dashboard
See all 12 articles
General Ledger (GL) & Commitment Control (KK) Data
2
Flex Report: Filtering Options
Introduction to General Ledger Reporting
Queries/Reports
0
BI Author List
1
SF Reports & Analytics BI Author List
Employee Expenses
1
How to view department expense reimbursement requests pending approval
Internal Systems Division Articles
Training Team Information
2
Class Preparation Tips
Class Concept Map
Get Started
Trending Topics
6
PO Roll Eligibility FY19
Voucher Overmatching
Overexpensing
Supplier Contract Management: DocuSign
The Controller’s Office Accounting Policies & Procedures
See all 6 articles
User Access
23
How To Log Into the SF Employee Portal for Current Users
How to keep my web browser up to date
How to reset your SF Employee Portal password or multi-factor authentication (MFA) information
How to Register for MFA as a Current User
How to log into the SF Employee Portal for the first time
See all 23 articles
People & Pay
1
Confidentiality Form for Security Requests
Financials
3
Where is My Data Going?
Procurement Best Practices
WorkCenters and Personalized Filters
Learning
19
Accessing My Learning
SF Learning Usage Overview
Search and Enroll in a class or course in SF Learning
Experienced User Budget System Refresh FY22 and FY23
New User Budget System Refresh FY22 and FY23
See all 19 articles
Reports & Analytics
2
Data Request/New Query Process
Reports and Queries Catalog
Systems Access Request
3
PeopleSoft Environments Systems Access Request Form
How to request access to SF Financials and SF Procurement
SF Budget Trainings & System Access Request Process
Understanding SF Employee Portal Support
2
SF Employee Portal Ticket Status Definitions and Impact on Service Level Agreements
How to update your Business email address in the SF Employee Portal
SF Prepared
SF Prepared Position Checklists
5
Finance & Administration Section Chief
Timekeeping Unit Leader
Cost Accounting Unit Leader
Compensation & Claims Unit Leader
Recovery Unit Leader
SF Prepared Timekeeping
2
Timekeeping Job Aid: Mutual Aid Deployments
Timekeeping Job Aid: Local Emergencies
SF Prepared Cost Accounting
1
Emergency Authorizations Guide
SF Prepared Recovery
1
Initial Damage Estimate Survey
COVID-19
14
COVID-19 Timekeeping: ICS Form 214 Job Aid and FAQs
Spring Training Series: How to use Emergency Management Dashboards to Plan, Prepare, and Respond
COVID Hours Dashboard
COVID-19 Finance & Admin Briefings
COVID-19 Finance & Admin FAQs
See all 14 articles
Suppliers
Supplier: Filing a CMD Payment Affidavit as a Prime Contractor
6
Filing a Payment Affidavit (Prime)
Creating an Initial Payment Affidavit on a Contract
Filing Additional Payment Affidavits on a Contract
Editing a Payment Affidavit to Include a Later Invoice Payment
Correcting a Payment Affidavit
See all 6 articles
Supplier: Filing a CMD Payment Affidavit as a Subcontractor
5
Filing a CMD Payment Affidavit Confirmation as a Subcontractor
Create an Initial Payment Affidavit Confirmation Report
Edit a Payment Affidavit Confirmation Report for Retention/Withholding Payments
Correcting a Payment Affidavit Confirmation Report
How to Fill in the New Confirmation Report
Supplier: Conducting Your Business with the City
7
Conducting Your Business With the City
Acknowledging a Purchase Order
Viewing Purchase Orders
Viewing Receipts
Reviewing Invoices
See all 7 articles
Supplier: Viewing and Bidding on City Business
5
A Step by Step Guide to Bidding as a Supplier
Bidding on Public Events as a Supplier
Bidding on Private Events as a Supplier
Editing a Bid as a Supplier
DocuSigning a Contract
Supplier: Managing Your Supplier Account
9
Step by Step Guide to Managing Your Supplier Account
Managing Log-Ins (User Profiles)
Adding Addresses
Managing Your Categories & Alerts
Managing Your 12B Equal Benefits Declaration
See all 9 articles
Supplier: Viewing a CMD Participation Report
2
CMD Participation Report
How to View the New Participation Report
Supplier: How to Log In to the SF City Partner Website
1
How to Log Into the SF City Partner Website
eSettlements
6
Supplier: Online Invoicing
Supplier: Reviewing Invoices
eSettlements Online Invoicing
Online Invoicing for Tech Marketplace Suppliers - Live Demo
Invoice by Copying from a PO
See all 6 articles
Announcements
2
Public Integrity Tip Line
City and County of San Francisco Department Email Directory for Online Invoices
New Supplier requirement: headquarter information
1
Headquarters (HQ) information required from all City Suppliers
Technical Info-Issues
Vendor Products/Services
2
Supplier/Bidder: Categorization of Vendor Products/Services (NIGP list)
Suppler/Bidder: How to clear browser cache in Firefox and Chrome
Communications
Bidder & Supplier Communications
0
SF Reports and Analytics
8
Payroll and Prior Year Budget vs Actual Dashboard Updates
14B: Award and Payment Summary
14B: Total Citywide LBE Participation
Contract Payment Notifications
Citywide Local Business Enterprise (LBE) Dashboards live and ready for use!
See all 8 articles
PeopleSoft Update Project
2020 PeopleSoft Update Project: SF People & Pay and SF Learning
12
April 2020 PeopleSoft Update: Status of Known Problems
2020 SF People & Pay and SF Learning PeopleSoft Update Project Frequently Asked Questions (FAQs)
Quick Reference Guide: Fluid Navigation
Quick Reference Guide: Position Administration
Quick Reference Guide: SF People & Pay Power User Self Service Homepage, Tiles, and Navigation Collections
See all 12 articles
2020 SF Financials and SF Procurement PeopleSoft Update Project
4
November 2020 SF Financials and SF Procurement PeopleSoft Update Project Enhancements
Nov 23 PeopleSoft Update: Status of Known Problems
Release Notes: November 9, 2020 SF Financials & SF Procurement PeopleSoft Update
Change Your Firefox Browser Preferences to View .pdf Files
2022 PeopleSoft Update Project: SF People & Pay and SF Learning
1
May 2022 PeopleSoft Update: Status of Known Problems
SF Budget
SF Budget
16
New Budget System Kick-off: Recording, Presentation, and Q&A
SF Budget Training Kickoff & System Overview
SF Budget Training Expenditure and Revenue Entries
SF Budget Training Position Entries
SF Budget Training Position Entries Deep Dive 1
See all 16 articles
SF Learning Academies
OPF - Office Public Finance Academy
1
Public Finance & City Attorney Academy
OTI - Office of Transgender Initiatives
1
Office of Transgender Initiatives Academy
Data Academy
1
Data Academy
Controller's Office Racial Equity Team
0
