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Trending Topics
5
PO Roll Eligibility FY19
Voucher Overmatching
Overexpensing
Supplier Contract Management: DocuSign
The Controller’s Office Accounting Policies & Procedures
User Access
6
How To Log Into the SF Employee Portal (Getting Started)
New User Identity and Access Management
PeopleSoft IT Readiness Checklist for Departments
Existing User Multi-Factor Authentication Registration
Managing Popup Blockers for PeopleSoft Applications
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People & Pay
3
Self-service Time Reporting - Quick Start Guide
Confidentiality Form for Security Requests
Clearing Cache
Financials
3
Where is My Data Going?
Procurement Best Practices
How to enroll in the PeopleSoft and Accounting Concepts 101 (CON0F101) course in SF Learning
Learning
4
Accessing My Learning
SF Learning Usage Overview
SF Learning System Access Request form
SF Learning Information
Reports & Analytics
2
Data Request/New Query Process
Reports and Queries Catalog
Introduction Videos
1
Introductory Training Videos for Financials
Systems Access Request
6
PeopleSoft Environments Systems Access Request Form
How to request access for SF Financials
City and County of SF Controller's Office EIS Historical Financial Reporting Access Request Form
City and County of SF Controller's Office Budget & Performance Measurement Systems (BPMS), Budget Reports (BIEP) Access Request Form
People and Pay System Access Request Form (SAR) Departmental HR, Payroll, Division Timekeeping, and Finance Staff
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SF Financials
Accounts Payable
25
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)
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Accounts Receivable
9
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
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Asset Management
12
Asset Transfer, Disposal and Sale
Construction in Progress
Asset Depreciation
Asset Disposal
Asset Lifecycle
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Expenses
13
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
Expenses: Reassign Approval Work
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General Ledger
19
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
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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
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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
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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
2
New CIO Review Policy for F$P
Fiscal Year 2020 Priorities: Re-investing in our people
Project Costing
6
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
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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
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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
6
How to create an Survey
Adding a Learning Component to a Class
How to send a Notification to a Filtered Class Roster
Define Instructor Profiles
Adding an Instructor to a Class Session
See all 6 articles
Instructors
3
Viewing Instructor Schedules
Marking Grades and Attendance
Enrolling Learners in a Class
Interfaces: Inbound and Outbound
2
Interface: ELM Batch Processing Information
Interface: ELM Batch Schedule
Learners
3
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
Reporting
1
Running Delivered ELM Reports
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
3
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)
SF Employee Portal Troubleshooting
1
My report status says Blocked
Payroll
45
Payroll: 2020 Payroll & Holiday Calendar
Payroll: 2019 Payday & Holiday Calendar
Payroll: Acting Assignment Pay Request Form
Payroll: Change Your Federal Withholdings
Payroll: Change Your State Withholdings
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Human Resources
13
Documentation needed when entering a backdated Leave of Absence
Entering Employee Terminations
Extended Leaves Checklist Map
Extended Leave Reports
Position Request Guidelines
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Online Enrollment - HSS
2
Online Open Enrollment - How To
Online Open Enrollment- Known Issues (FAQ)
Time and Pay
12
Time Reporting Code Quick Reference Crosswalk
Time Admin Exception Listing
File Load Exception Listing
Leaves Plans Explained
Create Elapse Time Schedule Template
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Interfaces: Inbound and Outbound
2
Interface: P&P Batch Processing Information
Interface: P&P Batch Schedule
User Forum
4
People & Pay Updates: 6/28/2018
People & Pay User Forum: 9/13/2018
People & Pay User Forum: 2/14/2019
People & Pay User Forum: 5/31/2019
SF Procurement
Contracts
18
Document Lifespan View
Document Numbers
Open Access to Other Departments’ Contracts—Benefits and Safeguards?
Signing External Documents
Supplier Contract Approval Workflow
See all 18 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
What are 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
24
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 24 articles
Sourcing
16
Evaluation Panel
How to Post Secure Documents in an RFP/RFQ/Bid
Collaborating on Contracts
Purchase Order Approval Workflow
Searching & Filtering Bids
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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
SF Reports & Analytics
Accounts Payable Data
1
Monitoring Accounts Payable and Expense Report Approvals
Troubleshooting
2
Pop Up Blocker Issues
Scheduling Automated Reports (BI Authors Only)
Training Classes
4
Using the Reports & Analytics System - Basic Training Class
PeopleSoft Reports
Oracle Business Intelligene for Consumers
Data Flow Mapping Diagram
General Ledger (GL) & Commitment Control (KK) Data
1
Flex Report: Filtering Options
Queries/Reports
0
BI Author List
1
SF Reports & Analytics BI Author List
SF Prepared
SF Prepared Timekeeping
2
Timekeeping Job Aid: Local Emergencies
Timekeeping Job Aid: Mutual Aid Deployments
SF Prepared Financials
5
SF Prepared Record Retention
SF Prepared: Project Costing
SF Prepared: Mutual Aid Cost Reimbursement
SF Prepared: Expenses
SF Prepared: Asset Management
SF Prepared Procurement
5
SF Prepared Procurement
SF Prepared: Inventory
SF Prepared Record Retention
SF Prepared Fed Competitive Bidding
SF Prepared Supplier Mgmt
Communications
Bidder & Supplier Communications
1
Fiscal Year End reminders for SF City Partners - May 20, 2019
SF Reports and Analytics
1
Payroll and Prior Year Budget vs Actual Dashboard Updates
User Support Internal
Training Team Information
2
Class Preparation Tips
Class Concept Map
