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Bulletins
5
PO Roll Eligibility FY19
Voucher Overmatching
Overexpensing
Supplier Contract Management: DocuSign
The Controller’s Office Accounting Policies & Procedures
User Access
6
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
See all 6 articles
People & Pay
2
Self-service Time Reporting - Quick Start Guide
Confidentiality Form for Security Requests
Financials
2
Where is My Data Going?
Procurement Best Practices
Learning
5
Accessing My Learning
SF Learning Self Service Enrollment
SF Learning Security Access Request form
How to Access Notes and Attachments in SF Learning for a Class
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
SF Financials & SF Procurement Systems Access Request Form
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
See all 6 articles
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)
See all 25 articles
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
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: 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
See all 13 articles
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
See all 19 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
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, P&P, ELM Batch Schedules
Policy
1
New CIO Review Policy for F$P
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
See all 6 articles
User Forums - Financials & Procurement
7
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 7 articles
Learning
Instructional Designers
4
SCORM File Settings for ELM
How to Add Content to SF Employee Learning
How to create a Course
How to add a Survey Component to a Class
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 Update Learner Groups and Queries
How to create an ELM Survey
Adding a Learning Component to a Class
How to send a Notification to a Filtered Class Roster
Defining Instructor Profiles
See all 6 articles
Instructors
3
Viewing Instructor Schedules
Marking Grades and Attendance
Enrolling Learners in a Class
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
2
Self Service Time Reporting: How to Report Your Time and Absence
Self Service Direct Deposit and W-4 (Withholdings) Updates
SF Employee Portal Troubleshooting
1
My report status says "Blocked"
Payroll
43
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 43 articles
Human Resources
11
Documentation needed when entering a backdated Leave of Absence
Entering Employee Terminations
Extended Leaves Checklist Map
Extended Leave Reports
Position Request Guidelines
See all 11 articles
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
See all 12 articles
Interfaces Inbound and Outbound
2
Interface: P&P Batch Processing Information
Interface: P&P Batch Schedule
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
23
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 23 articles
Sourcing
15
Evaluation Panel
How to Post Secure Documents in an RFP/RFQ/Bid
Collaborating on Contracts
Purchase Order Approval Workflow
Searching & Filtering Bids
See all 15 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
Reports & Analytics
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
User Support Internal
Training Team Information
2
Class Preparation Tips
Class Concept Map
Bidder & Supplier Communications
Communications
1
June 30, 2019 Fiscal Year end reminders for Bidders & Suppliers
