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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
10
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 10 articles
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
14
How To Log Into the SF Employee Portal for Current Users
How to keep my web browser up to date
How to Update your Security Information as a Current User
How to Register for MFA as a Current User
New User First Time Log in.
See all 14 articles
People & Pay
1
Confidentiality Form for Security Requests
Financials
3
Where is My Data Going?
Procurement Best Practices
WorkCenters and Personalized Filters
Learning
8
SF Procurement Academy
Accessing My Learning
SF Learning Usage Overview
SF Learning System Access Request form (ELM)
Search and Enroll in a class or course in SF Learning
See all 8 articles
Reports & Analytics
2
Data Request/New Query Process
Reports and Queries Catalog
Systems Access Request
8
PeopleSoft Environments Systems Access Request Form
How to request access to SF Financials and SF Procurement
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 8 articles
Understanding SF Employee Portal Support
1
SF Employee Portal Ticket Status Definitions and Impact on Service Level Agreements
SF Financials
Accounts Payable
38
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
Accounts Payable: Review Voucher Accounting Entries
See all 38 articles
Accounts Receivable
10
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 10 articles
Asset Management
8
Asset Transfer, Disposal and Sale
Construction in Progress
Asset Depreciation
Asset Disposal
Asset Lifecycle
See all 8 articles
Expenses
7
Expenses: How to Create Your Employee Expense Report
Expenses: Reassign Approval Work
Expenses: Creating Expense Report Delegates
Expenses: Cancel / Close Travel Authorization
Expenses: Travel Authorization - Delete Request
See all 7 articles
General Ledger
10
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 10 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
3
New CIO Review Policy for F$P
Fiscal Year 2020 Priorities: Re-investing in our people
Integration CFO-CIO Approval Form
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
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
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
7
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 7 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
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
How to Manage Pop-ups and Flash in Microsoft Edge, Mozilla Firefox, and Google Chrome web browsers for SF Learning for a Class
Reporting
2
Running Delivered ELM Reports
SF Reports & Analytics Learning Management Dashboard
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
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
1
My report status says Blocked
Payroll
49
Payroll: 2021 Payday & Holiday Calendar
Payroll: 2020 Payroll & Holiday Calendar
Payroll: 2019 Payday & Holiday Calendar
Payroll: Acting Assignment Pay Request Form
Payroll: Change Your Federal Withholdings
See all 49 articles
Human Resources
19
Documentation needed when entering a backdated Leave of Absence
Entering Employee Terminations
Extended Leaves Checklist Map
Extended Leave Reports
Position Request Guidelines
See all 19 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
Create Elapse Time Schedule Template
See all 13 articles
Interfaces: Inbound and Outbound
2
Interface: P&P Batch Processing Information
Interface: P&P Batch Schedule
User Forum
6
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 People & Pay User Forum: 9/5/2019
See all 6 articles
SF Procurement
Contracts
16
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 16 articles
eProcurement
3
Create a Requisition
Understanding Cancel/Close/Finalize Processes for Requisitions
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
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
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 23 articles
Sourcing
4
How to Post Secure Documents in an RFP/RFQ/Bid
Sourcing Events and Bid Advertisements
Sourcing Events - Bidder Groups
Sourcing Event Apporval WorkFlow
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
11
Approving Procurement Transactions - Training
Process Fulfillment (DPH Only)
Manage Replenishment (DPH Only)
Receiving and Purchasing (DPH Only)
Procure To Pay
See all 11 articles
Policy
1
Integration CFO-CIO Approval Form
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
2
Pop-Up Blocker Issues
Scheduling Automated Reports (BI Authors Only)
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
1
Flex Report: Filtering Options
Queries/Reports
0
BI Author List
1
SF Reports & Analytics BI Author List
SF Budget
test
0
Communications
Bidder & Supplier Communications
1
Fiscal Year End reminders for SF City Partners - May 20, 2019
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
Fiscal Year End Close
2020 Year-End Q&A
10
FYE20 Year-End Q&A Table of Contents
FYE20 Year-End Q&A: Accounts Payable/Vouchers
FYE20 Year-End Q&A: Accruals
FYE20 Year-End Q&A: Budget
FYE20 Year-End Q&A: Expense Reports
See all 10 articles
2020 Year-End Close
6
Session 1: SF Procurement PO Admin Training Webcast
2020 Fiscal Year End Workshops
PO Admin Trainings Q&A
FYE2019-20 Calendar
Session 2: SF Procurement PO Admin Training Webcast
See all 6 articles
2019 Year End Resources Archive
18
FYE2018-19 Year-End Calendar: April - July
System Outage on Monday July 8 to Roll Specific Purchase Orders - July 5, 2019
POs Stuck Mid-Roll - July 1, 2019
SF Procurement System: FYE19 PO Roll Results - July 1, 2019
Purchase Order Approvers Must Review Accounting and Budget Dates Before Approving Purchase Orders - July 1, 2019
See all 18 articles
2019 Year-End Q&A Archive
4
FYE19 Year-End Q&A: Accounts Receivable
FYE19 Year-End Q&A: Cash
FYE19 Year-End Q&A: General Ledger/KK
FYE19 Year-End Q&A: Reports
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
2019 PeopleSoft Update Project: SF Financials and SF Procurement
8
PeopleSoft Update Project Trainings: Course Descriptions, Course Catalog, and Search Instructions
2019 PeopleSoft Update Project Frequently Asked Questions (FAQs)
2019 PeopleSoft Update Quick Reference Guide: Fluid Navigation
My Favorites in SF Financials and SF Procurement
SF Procurement Homepage Tiles and Navigation Collections
See all 8 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
Freshservice Agent Resources
Training Team Information
2
Class Preparation Tips
Class Concept Map
How To -
Project Costing
9
How to Copy an Existing Project
How to Create a New Project
How to Create a Project Template
How to create activities and update the Work Breakdown Structure (WBS)
How to Create a Project using a Template
See all 9 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
Grants
11
Grants: How to Activate a Contract
Grants: How to Approve Bill Worksheet
Grants: How to Create / Modify Award Profile from Contract
Grants: How to Create a Contract
Grants: How to Finalize and Print an Invoice
See all 11 articles
Accounts Receivable
8
How to Create Accounting for a Direct Journal
How to Create Maintenance Worksheet
How to Create a Payment Worksheet
How to Create Pending Item
How to Enter Deposit Information
See all 8 articles
Expenses
13
How to Apply Outstanding Cash Advance to Expense Report
How to Assign Another User to Create Expense Items
How to Create an Expense Report from an Travel Authorization
How to Create an Expense Report from an Existing Expense Report
How to Mark Cash Advance for Close
See all 13 articles
General Ledger
12
How to Copy a Journal
How to Create a Journal
How to Edit Journals via Run Control
How to Inquire on Journals
How to Review a Journal Entry Reversal
See all 12 articles
Commitment Control/Budgets
2
How to Review Budget from Budget Details Page
How to Run Budget Inquires
