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News & Announcements
Systems Release Notes
4
SF Financials Release Notes
Status of Known Problems
SF Procurement Release Notes
Citywide Systems Release Notes
SF People & Pay
Checklists and Schedules
2
Query Dictionary/Reports List
People & Pay Course Catalog 2019/2020
How to Videos
0
Self Service
7
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
Self-Service Time Reporting: Quick Reference Guide
See all 7 articles
SF Employee Portal Troubleshooting
0
Payroll
50
Payroll: 2024 Payday & Holiday Calendar
Payroll: 2023 Payday & Holiday Calendar
Payroll: Acting Assignment Pay Request Form
Payroll: Change Your Federal Withholdings
Payroll: Change Your State Withholdings
See all 50 articles
Human Resources
19
Entering Employee Terminations
Extended Leaves Checklist Map
Extended Leave Reports
How to create a record for a Person of Interest (POI)
Termination Checklist Definitions
See all 19 articles
Online Enrollment - HSS
0
Time and Pay
3
Time Reporting Code Quick Reference Crosswalk
Create Elapsed Time Schedule Template
Designating Paid Sick Time as Kin Care Protected Leave
Interfaces: Inbound and Outbound
2
Interface: P&P Batch Processing Information
Interface: P&P Batch Schedule
User Forum
0
SF Financials
Accounts Payable
47
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 47 articles
Accounts Receivable
23
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 23 articles
Asset Management
17
Asset Transfer, Disposal and Sale
Construction in Progress
Asset Depreciation
Asset Disposal
Asset Lifecycle
See all 17 articles
Expense Reimbursements, Cash Advances, and Travel Authorizations
38
Expenses: Reassign Approval Work
Expenses: Creating Expense Report Delegates
Expenses: Cancel / Close Travel Authorization
Expenses: Travel Authorization - Delete Request
Expenses: Cancel Expense Report
See all 38 articles
Billing
10
Billing: How to Adjust a Bill
How to manually create an invoice
How to Finalize and Print Invoices
How to print a Pro Forma invoice
How to set a bill to ‘Ready’ status
See all 10 articles
Cash Management
2
Cash Management: Bank Reconciliation
Cash Management: Book to Bank Reconciliation
General Ledger
14
General Ledger: Chartfield Change Request Forms – Creating New Chartfield
General Ledger: Work Center
Initial Setup: Troubleshooting General Ledger Spreadsheet Uploader
General Ledger: nVision Financial statements
General Ledger: Common Terms
See all 14 articles
Grants Management
29
Grants: Introduction to Grant Reimbursement
Grants Management: Updating Professional Data
Grants: Unallocated Fund and Post Transaction Processing
Grants: Reprint Billing Invoice
Grants: Reverse System-Generated Recognized Revenue for Offline Billing
See all 29 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
Customer Contracts
3
Utilizing the Manage My Contracts Page
Utilizing the Contracts WorkCenter
Unable to change the Sponsor ID or Customer on Award Profile or Customer Contract
General: No Specific Module
4
One Time Suppliers and the 1099 process:
Worklists & Workflows Presentation
Executing Excel to Component Interface (CI)
Accounting for Leases (GASB 87) – Questions and Answers and Include/Exclude Table
Batch Schedules
4
Interface: Transmission Tips
Interface: F&P Batch Processing Information
Interface: F&P Batch Schedules
Interface: Reports & Analytics Batch Schedule
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
17
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 17 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
SF Learning
Instructional Designers
7
SCORM File Settings for SF Learning
How to Add a Survey to a Class
Link to SF Learning Test Environment
How to Load a SCORM file
How to Create a Course and Class in SF Learning
See all 7 articles
Enrollment Coordinator
3
How to Enroll Learners into a Class
How to Mark a Learner Complete for a Class (Fluid View)
How to Mark a Learner Complete for a Class (Classic View)
Learning Administrators
9
How to Create your own Learner Group
How to create a Survey
How to create an Instructor Profile
How to add an Instructor to a Class and a Class Session
Link to SF Learning Test Environment
See all 9 articles
Instructors
2
Viewing Instructor Schedules
Marking Grades and Attendance
Interfaces: Inbound and Outbound
2
Interface: ELM Batch Processing Information
Interface: ELM Batch Schedule
Learners
5
How to access schedule and location of class
How to Manage Pop-ups and Flash in Microsoft Edge, Mozilla Firefox, and Google Chrome web browsers for SF Learning for a Class
Accessing Multiple Modules in a Course or Class
SF Payroll Academy - How to Self Enroll into the SF Payroll Academy Program
How to self-enroll into SF Learning courses
Reporting
1
SF Reports & Analytics Learning Management Dashboard
SF Procurement
Sourcing
8
Sourcing Event Apporval WorkFlow
Sourcing Events, RFIs, and Bid Advertisements
How to Post Secure Documents in an RFP/RFQ/Bid
Cancelling a Bid Advertisement or Sourcing Event
Changing a Bid Advertisement or Sourcing Event
See all 8 articles
Contracts
24
Open Access to Other Departments’ Contracts—Benefits and Safeguards?
Resource Roster Job Aid
Resource Roster PO Balance Queries Job Aid
Enter Data in Custom Fields on Contract
Create Departmental Contract (BPO)
See all 24 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
32
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 32 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
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 an Equal Benefits 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 an Equal Benefits 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
4
Monitoring Accounts Payable and Expense Report Approvals
New Voucher Payment Summary Dashboard
How to use the Supplier Online Invoicing and Payments Dashboard
How to Execute and Perform Covid19 AP Voucher Reclassification
Troubleshooting
4
Pop-Up Blocker Issues
Scheduling Automated Reports (BI Authors Only)
Using Reports & Analytics to Find FAMIS Historical Data
How to create or modify agents without impacting SF Reports & Analytics memory
Training Classes
11
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 11 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
5
PO Roll Eligibility FY19
Voucher Overmatching
Overexpensing
Supplier Contract Management: DocuSign
Scheduled Maintenance for AnyConnect VPN on Saturday, April 11 at 8:00 am – 12:00 pm
User Access
25
How To Log Into the SF Employee Portal for Current Users
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
How to Clear Browser Cache
See all 25 articles
People & Pay
1
Confidentiality Form for Security Requests
Learning
3
Accessing My Learning
SF Learning Usage Overview
SF Learning System Access Request (ELM)
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
13
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 13 articles
Suppliers
Supplier: Filing a CMD Payment Affidavit as a Prime Contractor
5
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
Supplier: Filing a CMD Payment Affidavit as a Subcontractor
4
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
Supplier: Conducting Your Business with the City
6
Acknowledging a Purchase Order
Viewing Purchase Orders
Viewing Receipts
Reviewing Invoices
Viewing Payments
See all 6 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
10
Step by Step Guide to Managing Your Supplier Account
Edit the Business Owner’s Demographic Information
Adding Addresses
Managing Your Categories & Alerts
Managing Your Equal Benefits Declaration
See all 10 articles
Supplier: Viewing a CMD Participation Report
0
Supplier: How to Log In to the SF City Partner Website
2
How to Log Into the SF City Partner Website
How to change my security question MFA to another authentication method
eSettlements
6
Supplier: Online Invoicing
Supplier: Reviewing Invoices and Payments
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
0
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
13
April 2020 PeopleSoft Update: Status of Known Problems
2020 SF People & Pay PeopleSoft Update Project: User Awareness Survey
2020 SF People & Pay and SF Learning PeopleSoft Update Project Frequently Asked Questions (FAQs)
Quick Reference Guide: Fluid Navigation
Quick Reference Guide: Position Administration
See all 13 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
2023 PeopleSoft Upgrade: SF Financials and SF Procurement
1
2023 SF Financials and SF Procurement Upgrade User Forum
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
1
21-Day Challenge - Schedule and Enrollment
