People Soft Training - El Camino College€¦ · August 10, 2016 TO: Business and ... Los Angeles County K-12 School and Community College Districts and Charter Schools FROM: Gemma

August 10, 2016

TO: Business and Accounting AdministratorsLos Angeles County K-12 School and Community College Districts and Charter Schools

FROM: Gemma Cofield, Financial Operations ConsultantPC Budget, PC Products, and District SupportDivision of School Financial Services

SUBJECT: Schedule for Financial Systems Training

The Los Angeles County Office of Education (LACOE) will be offering training classes for the following financial systems:

PeopleSoft Financial System (Accounts Payable, General Ledger, Inventory, Purchasing, and RAD)

PC Budget PC Products (PC LLL, PC Labor, and PC PSFS)

Class offerings for each system are included in the attached Financial Systems Training Catalog. The catalog includes class descriptions, training schedules, site maps, and online registration system procedures.

We continue to offer the LACOE Systems Overview class which includes an introduction to the LACOE financial and human resource systems. This class provides an overview of LACOE PeopleSoft modules and Human Resource System (HRS) modules, including Position Control and PC Budget. Many participants find this class extremely helpful for gaining a better understanding of LACOE’s systems.

Advance registration is required to enroll district personnel in training. Classes will be filled on a first-come, first-served basis. There are operational limitations within LACOE as to dates, speaker availability, facility use, etc. If a person is registered for a class and is unable to attend, the registration must be cancelled at least three (3) days before the scheduled training class. If not cancelled within this timeframe, the person will be considered a no-show. A No-Show Training Report will be reported quarterly to the Chief Business Official of the district.

4420

Schedule for Financial Systems TrainingAugust 10, 2016Page 2

Registration for these training classes is done ONLINE at the following link or by clicking the class title link on the training schedule to go directly to the class registration page.

http://www.lacoe.edu/BusinessTechnology/Calendar.aspx

Online registration for all classes must be completed at least five (5) business days prior to the date of the class(es). User registration is required to establish account login. Follow the on-screen prompts in order to create an account login and complete the enrollment process. You will receive an email notification of the status of your registration request.

The Online Registration System has the functionality for registrants to cancel their “Enrollment.” Please call Gail Reardon at (562) 922-6422 or Edgar Galeas at (562) 922-6653 if you need to cancel during the three (3) days before an event.

We hope you will find these training classes helpful, and we welcome all suggestions. Additional classes may be added if the need arises.

If you have questions about the classes or this bulletin, please contact Gail Reardon at (562) 922-6422.

Approved:Patricia Smith, Executive DirectorBusiness and Finance

GC:lgAttachment

SFS-A9-2016-17


2016-17 School Financial Services

Financial Systems Training Catalog

Los Angeles County Office of Education

Attachment No. 1Info. Bul. No. 4420SFS-A9-2016-17

Table of Contents

Class Offerings 1

Training Locations 2

Training Schedule 3

Class Descriptions 9

LACOE Systems 10

PeopleSoft Financial Systems 11

Accounts Payable 11

General Ledger 12

Inventory 13

Purchasing 14

RAD 15

PC Budget 16

17

18

PC Products

Registration

Map & Directions 26

LACOE Systems Overview


CBO Systems Overview (Reserved for Chief Business Officials)

CPO Systems Overview (Reserved for Chief Personnel Officials)

PeopleSoft Financial System Accounts Payable

Vendors Input & Maintenance Accounts Payable 1

Accounts Payable 2

Accounts Payable-Voucher Processing

General Ledger

General Ledger 1

General Ledger 2

Financial Analysis

CBO PeopleSoft Hands-on (Reserved for Chief Business Officials)

Inventory

Inventory

Purchasing

Vendors Input & Maintenance Requisitions

Purchasing

Advanced Purchasing

RAD

RAD (Reports And Data)

PC Budget

PC Budget - Introduction & Overview PC Budget - Essentials TrainingPC Budget – Budget Development

PC Products

PC Labels, Lists, & Letters (LLL)PC Labor

PC PSFS

Class Offerings

Page 1 of 26

Training Locations

LACOE

Education Center (EC)

9300 Imperial Highway

Downey, CA 90242-4720

Room 281

(See map on page 26)

LACOE

Education Center West (ECW)

12830 Columbia Way

Downey, CA 90242-4720

Rooms 602 and 604

(See map on page 26)

Page 2 of 26

Training Schedule

Page 3 of 26


SFS FINANCIAL SYSTEMS TRAINING SCHEDULE

K-12 Schools, Community College Districts, and Charter Schools

August 2016 Click on class link to go directly to registration page.

Day Date Time Class Title Location

Wednesday 08/31/16 9:00 a.m. – 12:00 p.m. AP – Voucher Processing EC 281 September 2016


Wednesday 09/07/16 9:00 a.m. – 11:00 a.m. LACOE Systems Overview ECW 604 Wednesday 09/07/16 8:30 a.m. – 11:30 a.m. Vendors Input & Maintenance ECW 602 Thursday 09/08/16 8:30 a.m. – 3:00 p.m. Purchasing ECW 602 Thursday

09/08/16 8:30 a.m. – 12:00 p.m. PC LLL ECW 604 Tuesday

09/13/16 8:30 a.m. – 3:00 p.m. Accounts Payable 1 ECW 602 Wednesday 09/14/16 8:30 a.m. – 3:00 p.m. RAD ECW 602 Thursday 09/15/16 8:30 a.m. – 12:00 p.m. PC Labor ECW 604 Tuesday 09/20/16 8:30 a.m. – 3:00 p.m. General Ledger 1 ECW 602

October 2016


Tuesday 10/04/16 8:30 a.m. – 3:00 p.m. Requisitions ECW 602 Wednesday 10/05/16 8:30 a.m. – 12:30 p.m. Accounts Payable 2 ECW 602 Thursday 10/06/16 8:30 a.m. – 3:00 p.m. Inventory ECW 602 Thursday 10/06/16 9:00 a.m. – 3:00 p.m. PCB – Introduction & Overview ECW 604 Tuesday 10/11/16 9:00 a.m. – 11:00 a.m. CPO Systems Overview ECW 602 Wednesday 10/12/16 8:30 a.m. – 3:00 p.m. General Ledger 2 ECW 602 Thursday 10/13/16 8:30 a.m. – 12:00 p.m. PC LLL ECW 604 Tuesday 10/18/16 8:30 a.m. – 12:00 p.m. PC PSFS ECW 604 Wednesday 10/19/16 8:30 a.m. – 3:00 p.m. RAD ECW 602 Thursday 10/20/16 8:30 a.m. – 3:00 p.m. Financial Analysis ECW 602 Tuesday 10/25/16 8:30 a.m. – 12:30 p.m. Advanced Purchasing ECW 602 Thursday 10/27/16 9:00 a.m. – 3:00 p.m. PCB – Essentials Training ECW 604

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http://www.lacoe.edu/BusinessServices/Calendar/tabid/134/ModuleID/577/ItemID/5961/mctl/EventDetails/Default.aspx
























November 2016 Click on class link to go directly to registration page.


Tuesday 11/01/16 9:00 a.m. – 11:00 a.m. LACOE Systems Overview ECW 604 Wednesday 11/02/16 8:30 a.m. – 11:30 a.m. Vendors Input & Maintenance ECW 602 Thursday 11/03/16 8:30 a.m. – 3:00 p.m. Accounts Payable 1 ECW 602 Thursday 11/03/16 9:00 a.m. – 3:00 p.m. PCB – Introduction & Overview ECW 604 Friday 11/04/16 1:00 p.m. – 3:00 p.m. CBO Systems Overview ECW 602 Friday 11/04/16 1:00 p.m. – 3:00 p.m. CBO PeopleSoft Hands-On ECW 604 Wednesday 11/09/16 8:30 a.m. – 12:00 p.m. PC LLL ECW 604 Thursday 11/10/16 8:30 a.m. – 3:00 p.m. RAD ECW 602 Tuesday 11/15/16 8:30 a.m. – 3:00 p.m. Purchasing ECW 602 Wednesday 11/16/16 8:30 a.m. – 12:00 p.m. PC Labor ECW 604 Thursday 11/17/16 8:30 a.m. – 3:00 p.m. General Ledger 1 ECW 602 Thursday 11/17/16 9:00 a.m. – 3:00 p.m. PCB – Budget Development ECW 604

December 2016


Tuesday 12/06/16 8:30 a.m. – 3:00 p.m. Requisitions ECW 602 Wednesday 12/07/16 8:30 a.m. – 12:30 p.m. Accounts Payable 2 ECW 602 Thursday 12/08/16 8:30 a.m. – 3:00 p.m. Inventory ECW 602 Thursday 12/08/16 9:00 a.m. – 11:00 a.m. CPO Systems Overview ECW 604 Monday 12/12/16 8:30 a.m. – 3:00 p.m. General Ledger 2 ECW 602 Tuesday 12/13/16 8:30 a.m. – 3:00 p.m. Financial Analysis ECW 602 Thursday 12/15/16 8:30 a.m. – 12:30 p.m. Advanced Purchasing ECW 602

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January 2017 Click on class link to go directly to registration page.


Wednesday 01/04/17 8:30 a.m. – 11:30 a.m. Vendors Input & Maintenance ECW 602 Thursday 01/05/17 8:30 a.m. – 3:00 p.m. Accounts Payable 1 ECW 602 Tuesday 01/10/17 8:30 a.m. – 3:00 p.m. Purchasing ECW 602 Tuesday 01/10/17 8:30 a.m. – 12:00 p.m. PC LLL ECW 604 Wednesday 01/11/17 9:00 a.m. – 11:00 a.m. LACOE Systems Overview ECW 604 Thursday 01/12/17 8:30 a.m. – 3:00 p.m. General Ledger 1 ECW 602 Thursday 01/12/17 9:00 a.m. – 3:00 p.m. PCB – Introduction & Overview ECW 604 Wednesday 01/18/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Thursday 01/19/17 8:30 a.m. – 12:00 p.m. PC PSFS ECW 604 Thursday 01/26/17 9:00 a.m. – 3:00 p.m. PCB – Essentials Training ECW 604

February 2017


Thursday 02/02/17 8:30 a.m. – 12:00 p.m. PC Labor ECW 604 Monday 02/06/17 9:00 a.m. – 12:00 p.m. AP – Voucher Processing EC 281 Tuesday 02/07/17 8:30 a.m. – 3:00 p.m. Requisitions ECW 602 Wednesday 02/08/17 1:00 p.m. – 3:00 p.m. CBO Systems Overview ECW 602 Wednesday 02/08/17 1:00 p.m. – 3:00 p.m. CBO PeopleSoft Hands-On ECW 604 Thursday 02/09/17 8:30 a.m. – 12:30 p.m. Accounts Payable 2 ECW 602 Tuesday 02/14/17 8:30 a.m. – 3:00 p.m. Inventory ECW 602 Wednesday 02/15/17 8:30 a.m. – 3:00 p.m. General Ledger 2 ECW 602 Thursday 02/16/17 8:30 a.m. – 12:30 p.m. Advanced Purchasing ECW 602 Thursday 02/16/17 9:00 a.m. – 3:00 p.m. PCB – Budget Development ECW 604 Tuesday 02/21/17 8:30 a.m. – 3:00 p.m. Financial Analysis ECW 602 Wednesday 02/22/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Wednesday 02/22/17 9:00 a.m. – 11:00 a.m. CPO Systems Overview ECW 604

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Los Angeles County Office of Education SFS FINANCIAL SYSTEMS

TRAINING SCHEDULE K-12 Schools, Community College Districts, and Charter Schools

March 2017 Click on class link to go directly to registration page.


Wednesday 03/01/17 9:00 a.m. – 11:00 a.m. LACOE Systems Overview ECW 604 Thursday 03/02/17 8:30 a.m. – 11:30 a.m. Vendors Input & Maintenance ECW 602 Tuesday 03/07/17 8:30 a.m. – 12:00 p.m. PC PSFS ECW 604 Wednesday 03/08/17 8:30 a.m. – 3:00 p.m. Accounts Payable 1 ECW 602 Thursday 03/09/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Thursday 03/09/17 9:00 a.m. – 3:00 p.m. PCB – Introduction & Overview ECW 604 Tuesday 03/14/17 8:30 a.m. – 3:00 p.m. Purchasing ECW 602 Wednesday 03/15/17 8:30 a.m. – 12:00 p.m. PC LLL ECW 604 Thursday 03/16/17 8:30 a.m. – 3:00 p.m. General Ledger 1 ECW 602 Thursday 03/23/17 9:00 a.m. – 3:00 p.m. PCB – Essentials Training ECW 604

April 2017


Tuesday 04/04/17 8:30 a.m. – 3:00 p.m. Inventory ECW 602 Wednesday 04/05/17 8:30 a.m. – 12:00 p.m. PC Labor ECW 604 Tuesday 04/11/17 8:30 a.m. – 3:00 p.m. Requisitions ECW 602 Wednesday 04/12/17 8:30 a.m. – 12:30 p.m. Accounts Payable 2 ECW 602 Thursday 04/13/17 8:30 a.m. – 12:30 p.m. Advanced Purchasing ECW 602 Thursday 04/13/17 9:00 a.m. – 3:00 p.m. PCB – Budget Development ECW 604 Wednesday 04/19/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Thursday 04/20/17 9:00 a.m. – 11:00 a.m. CPO Systems Overview ECW 604 Tuesday 04/25/17 8:30 a.m. – 3:00 p.m. General Ledger 2 ECW 602

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May 2017 Click on class link to go directly to registration page.


Tuesday 05/02/17 8:30 a.m. – 11:30 a.m. Vendors Input & Maintenance ECW 602 Tuesday 05/02/17 9:00 a.m. – 11:00 a.m. LACOE Systems Overview ECW 604 Tuesday 05/02/17 9:00 a.m. – 12:00 p.m. AP – Voucher Processing EC 281 Wednesday 05/03/17 8:30 a.m. – 3:00 p.m. Accounts Payable 1 ECW 602 Wednesday 05/03/17 8:30 a.m. – 12:00 p.m. PC PSFS ECW 604 Thursday 05/04/17 8:30 a.m. – 3:00 p.m. Purchasing ECW 602 Tuesday 05/09/17 8:30 a.m. – 3:00 p.m. General Ledger 1 ECW 602 Wednesday 05/10/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Friday 05/12/17 1:00 p.m. – 3:00 p.m. CBO Systems Overview ECW 602 Friday 05/12/17 1:00 p.m. – 3:00 p.m. CBO PeopleSoft Hands-On ECW 604 Wednesday 05/17/17 8:30 a.m. – 12:00 p.m. PC LLL ECW 604

June 2017


Thursday 06/01/17 8:30 a.m. – 3:00 p.m. Inventory ECW 602 Tuesday 06/06/17 8:30 a.m. – 3:00 p.m. Requisitions ECW 602 Wednesday 06/07/17 8:30 a.m. – 12:30 p.m. Accounts Payable 2 ECW 602 Thursday 06/08/17 8:30 a.m. – 3:00 p.m. RAD ECW 602 Tuesday 06/13/17 8:30 a.m. – 3:00 p.m. General Ledger 2 ECW 602 Wednesday 06/14/17 8:30 a.m. – 3:00 p.m. Financial Analysis ECW 602

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Class Descriptions

Page 9 of 26


LACOE Systems Overview This class provides an introduction to LACOE financial and human resource systems. It consists of an overview of LACOE PeopleSoft Financial System (PSFS) modules and Human Resource System (HRS) modules, including Position Control and PC Budget. Offered: 09/07/16 11/01/16 01/11/17 03/01/17 05/02/17

CBO Systems Overview (Reserved for Chief Business Officials) This presentation will provide a conceptual overview of LACOE financial and business systems. It will cover the features and functionality of the PeopleSoft Financial System (PSFS) and Human Resource System (HRS). There is no prerequisite for this training. Offered: 11/04/16 02/08/17 05/12/17 CPO Systems Overview (Reserved for Chief Personnel Officials) This presentation will provide a conceptual overview of LACOE business systems. It will cover the features and functionality of the Human Resource System (HRS) and a high level overview of the PeopleSoft Financial System (PSFS). There is no prerequisite for this training. Offered: 10/11/16 12/08/16 02/22/17 04/20/17

Page 10 of 26

PeopleSoft Financial System

Accounts Payable Vendors – Input and Maintenance This class provides comprehensive instructions for creating new and maintaining existing vendors in PeopleSoft. Participants will also learn how to add 1099 vendors, change an existing vendor to a 1099 vendor, and create Automated Clearing House (ACH) vendors. Additional topics include, setting up and maintaining multiple addresses, entering phone and contact information, effective-dating guidelines, and setting up ordering and payment default information. This class should be attended by both Accounts Payable and Purchasing staff responsible for the maintenance of the Vendor tables. Offered: 09/07/16 11/02/16 01/04/17 03/02/17 05/02/17 Accounts Payable 1 Recommended: Vendors - Input and Maintenance This class provides an overview of the PeopleSoft Accounts Payable functions. Participants will learn how to enter voucher/invoice information, create voucher templates, and handle sales and use tax. Participants will also learn how to enter credit memos, voucher accounting adjustments, and discounts, and performing payment cancellations. This class also provides an overview of the voucher approval process and workflow for payment processes. Offered: 09/13/16 11/03/16 01/05/17 03/08/17 05/03/17 Accounts Payable 2 This class is designed for the districts that are using the PeopleSoft Purchasing Module. Participants will learn how to create PO Vouchers from POs or Receivers, search for related POs, Receivers and accounting entries, check for errors, exceptions, make adjustments and corrections and finalize, delete, and close PO vouchers. Offered: 10/05/16 12/07/16 02/09/17 04/12/17 06/07/17 Accounts Payable-Voucher Processing This class discusses the roles and responsibilities of Commercial Claims in the voucher approval process as well as the responsibilities of users involved in accounts payable and purchasing at the district level; critical Accounts Payable processes, systems, and procedures; information for efficient and timely voucher approval such as: the Commercial Claims Document Checklist, common legal codes related to purchasing, LACOE bulletins related to purchasing and accounts payable, documents, forms, and district contacts. This class should be attended by local educational agency management and staff with accounts payable and purchasing responsibilities or anyone who submits voucher requests. Offered: 08/31/16 02/06/17 05/02/17

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General Ledger General Ledger 1 This class provides an introduction to the basic features and functions for the General Ledger module, Chart of Accounts and Journal Processing. Participants will learn all the functionalities associated with the journal panels, life cycle of a journal from entry to post, approval rules, error corrections, journal generator, and inquiries into ledgers and journals. Offered: 09/20/16 11/17/16 01/12/17 03/16/17 05/09/17 General Ledger 2 Prerequisite: General Ledger1 should be taken at least one month before General Ledger 2. This class covers the other features of the General Ledger module. While General Ledger 1 deals mainly with actual transactions, the focus of General Ledger 2 will be on budget transactions. Participants will learn the budget ledgers, the life cycle of a budget transaction from entry to post, budget rules, and Site Budget inquiry. General Ledger 2 will also cover advanced features including SACS validation and General Ledger extract reports. Offered: 10/12/16 12/12/16 02/15/17 04/25/17 06/13/17 Financial Analysis Recommended: General Ledger1, General Ledger2 and RAD This class provides an overview of the relationship of all financial systems used by districts including PSFS, HRS, RAD reports and SACS software. The participants will learn to acquire financial data by using different tools, analyze reports to trace to source documents and problem solving using CDE websites and SACS reports. Payroll accounting and reconciliation, budget procedures, CSAM, common audit exceptions and SACS reporting will be discussed in this workshop. NOTE: During this class, there may be a need to access PeopleSoft and/or RAD. Please be prepared to enter your operator ID and password. Offered: 10/20/16 12/13/16 02/21/17 06/14/17 CBO PeopleSoft Hands-on Training (Reserved for Chief Business Officials) Recommended: Systems Overview This class provides an introduction to basic procedures including Citrix Bulletin Board, PeopleSoft Sign On, District Voucher Approval, Cash Balance Inquiry, Budget Inquiry, and Actuals Ledger Inquiry. Offered: 11/04/16 02/08/17 05/12/17

Page 12 of 26


Inventory Inventory This class provides an overview of the Inventory module, and how PeopleSoft interfaces inventory transactions with the Purchase Order, Accounts Payable, and General Ledger modules. Participants will learn how to create inventory items, manage inventory, receive and stock, issue stock, make stock adjustments, and track item activities from different reports and/or from inventory inquiry panels. Participants will also learn how to enter Material Stock Requests (MSRs) and use the online budget inquiry functionalities now available to site stock requesters. Offered: 10/06/16 12/08/16 02/14/17 04/04/17 06/01/17

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Purchasing Vendors – Input and Maintenance This class provides comprehensive instructions for creating new and maintaining existing vendors in PeopleSoft. Participants will also learn how to add 1099 vendors, change an existing vendor to a 1099 vendor, and create Automated Clearing House (ACH) vendors. Additional topics include, setting up and maintaining multiple addresses, entering phone and contact information, effective-dating guidelines, and setting up ordering and payment default information. This class should be attended by both Accounts Payable and Purchasing staff responsible for the maintenance of the Vendor tables. Offered: 09/07/16 11/02/16 01/04/17 03/02/17 05/02/17 Requisitions This class provides comprehensive instructions for using online purchase Requisitions in PeopleSoft. Participants will learn to create new Requisitions, add additional comments, process Requisitions, and send them for approval. Participants will also learn to inquire on Requisitions, make changes and corrections, and turn approved requisitions into Purchase Orders. Lastly, participants will learn the online budget inquiry functionality now available to site requesters. Offered: 10/04/16 12/06/16 02/07/17 04/11/17 06/06/17 Purchasing Recommended: Vendors - Input and Maintenance This class provides an overview of the Purchasing module. Participants will learn to create new Purchase Orders (POs), add additional comments, print POs, understand matching functionality, process Change Orders, and receive against POs. Additional topics include managing POs in the PO Workbench, inquiring on POs, fixing Budget Check errors, and generating Ad Hoc PO reports for encumbrance and pre- encumbrance clean-up. Offered: 09/08/16 11/15/16 01/10/17 03/14/17 05/04/17 Advanced Purchasing Prerequisite: Purchasing should be taken at least one month before Advanced Purchasing. This class covers procedures for creating and maintaining required table information for the Purchasing module. Participants will learn how to create and maintain Categories, non-stock Items, Standard Comments, Purchasing Kits, and delivery Locations (both regular and Ship To). Other topics include Buyer and Requester setup and maintenance, generating Ad Hoc PO reports for encumbrance and pre- encumbrance clean-up, Chartfield Security functionality, and Workflow setup and maintenance instructions. Finally, the class will give hands-on opportunity to discuss and resolve any issues encountered by Purchasing users at their district. Offered: 10/25/16 12/15/16 02/16/17 04/13/17

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RAD Reports And Data Recommended: General Ledger 1 & 2, Accounts Payable 1, Accounts Payable 2 & Purchasing (both for PO Districts only) This class provides an overview of the RAD structure to utilize PeopleSoft reports, available reports and different report viewers and other features currently available in RAD. The class provides extensive hands-on training to reports management using Crystal Offline Viewer functionalities: export features to other types of file formats, filtering and data suppression capabilities, conversion of detail reports to summary reports, converting reports for analysis and reconciliation purposes, filtering reports for specific purposes. The class also covers an overview of accounting processes from each module of the PeopleSoft Financial System and how these transactions are designated on the reports via journal sources, journal templates and journal masks that can be used for filtering/drill down purpose. Additionally, the class covers PSFS processes involved in initializing and downloading Ad Hoc Reports currently available in PeopleSoft production and reporting environments (PSFSRPT). The class is highly recommended as a supplement for those that attended RAD classes during the first years of PSFS implementation. Offered: 09/14/16 10/19/16 11/10/16 01/18/17 02/22/17 03/09/17 04/19/17 05/10/17 06/08/17

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PC Budget

Class Requirements: Class participants will need appropriate RAD security to access their district’s PC Budget download file. If staff does not have appropriate security access, please have your district’s PeopleSoft Security Administrator complete a Report Access and Distribution (RAD) User Security Form and submit it to LACOE’s Security Administrator at least five (5) business days prior to the scheduled class date.

PC Budget – Introduction & Overview This class provides a comprehensive overview of PC Budget and its relationship to HRS and PeopleSoft. Participants will explore HRS and PeopleSoft data available in system menus and explore key functionality in these menus; view expenditures, revenue, and balance sheet accounts reflected in system columns; view assignment, position, and account data; and generate a fixed report to reconcile HRS position and assignment projections to salary and employee benefit account projections. Offered: 10/06/16 11/03/16 01/12/17 03/09/17 PC Budget – Essentials Training Prerequisite: Introduction & Overview This class will cover PC Budget functionality available to help users monitor and maintain operational budgets. Participants will update an operational budget file, import/export budget files and report setups, update an HRS work calendar table, mass change salary table data, generate reports, create a data file for upload to the SACS Financial Reporting software, and generate salary and employee benefit encumbrances. Offered: 10/27/16 01/26/17 03/23/17 PC Budget – Budget Development Prerequisite: Introduction & Overview and Essentials Training

This class is designed for the user who has a basic understanding of PC Budget and wants to learn how to use its powerful tools to develop future year budgets, mass change data, and generate files for upload to HRS and PeopleSoft. Participants will prepare a developmental budget and create files for upload of data to the SACS Financial Reporting software, HRS Position Control, and PeopleSoft. Special emphasis is placed on PC Budget’s mass change capabilities. Offered: 11/17/16 02/16/17 04/13/17

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PC Products

PC Labels, Lists, and Letters - Essentials for Generating Reports & Export Files Recommended: Human resource staff with current access to the PC LLL application This session will provide an overview of the PC LLL reporting database, database features and database navigation techniques; the Explorer feature for generating simple reports and export files; and the fixed report library containing pre-defined reports with frequently used reporting requirements. Emphasis will be placed on creating new reports and modifying existing reports using the Quick Report Builder and Standard Report Builder reporting tools. PC LLL is primarily used by human resources staff. Offered: 09/08/16 10/13/16 11/09/16 01/10/17 03/15/17 05/17/17 PC Labor Distribution - Essentials for Generating Reports & Export Files Recommended: Payroll and Fiscal staff with current access to the PC Labor application This session will provide an overview of the PC Labor reporting database, database features and database navigation techniques; the Explorer feature for generating simple reports and export files; and pre-formatted reports included in the application. Emphasis is placed on creating new reports and modifying existing reports using the Standard Report Builder reporting tool. PC Labor is primarily used by payroll and fiscal staff. Offered: 09/15/16 11/16/16 02/02/17 04/05/17 PC PSFS - Essentials for Generating Reports & Export Files Recommended: Fiscal staff with current access to the PC PSFS application This session will provide an overview of the PC PSFS reporting database, database features and database navigation techniques; the Explorer feature for generating simple reports and export files; and pre-formatted reports included in the application. Emphasis will be placed on creating new reports and modifying existing reports using the Standard Report Builder reporting tool. PC PSFS is primarily used by fiscal staff. Offered: 10/18/16 01/19/17 03/07/17 05/03/17

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Online Registration System Procedures

Click on the following link: http://www.lacoe.edu/BusinessTechnology/Calendar.aspx

1. You’ll be taken to the class calendar for the current month. Find the class that you wish to

register for. For example, we will register for “LACOE Systems Overview” on 9/07/16. Click on

the “LACOE Systems Overview” link.

2. To enroll in the class, provide a contact phone number and click the “Enroll for this Event” link.

Click on this class

Click on the “Enroll for this Event” link

Contact phone number is a required field

Click on this class

Page 18 of 26


3. The first time you enroll in a class using LACOE’s online registration system, you will need to first

create a User Registration. Click on “My Account” then click “Register” to begin the process (see

window below).

4. Fill out each section of the “User Registration,” including the section titled “Your Profile” (see

window below). Click on the “Register” button when finished.

Note: The second time you

enroll in a class using

LACOE’s online

registration system, you

will click the “Login” link

and then proceed with

choosing a class.

All fields with a “red” indicator must be completed.

Note: Your “User Name” or “Email Address” will be used to login to the online registration system.

Click the “Register” button when finished.

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5. Once you click on the “Register” button, an email containing a “Verification Code” will be sent to

your email address. Once you receive an email with this code, click on the “Proceed to Login”

link.

Once you receive the “Verification Code” in your email, click on the “Proceed to Login” link.

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6. Below is a sample of the email you will receive which contains the “Verification Code.”

7. Once you’ve clicked on the “Proceed to Login” link at the bottom of the User Registration form (see step 5), you will then be taken to the “Account Login” screen (see window below). Enter the user name or email address and password created in step 4. Then click on the “Login” button.

Page 21 of 26

8. You will be prompted to enter the “Verification Code” you received via email. Enter the “Verification Code” and click on the “Login” button again.

9. You’ll then be returned to the class page. Provide a contact phone number and click on the

“Enroll for this Event?” link.

Contact phone number is a required field Click on the “Enroll for this event?” link

Enter the “Verification Code” here

Click on the “Login” button

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10. Click on the “OK” button to confirm enrollment in the class.

11. The window will now display, “You are enrolled and approved for this event!”

Note: This message will vary depending on the type/level of class that you register for.

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12. The Online Registration System has the functionality for registrants to cancel their “Enrollment”. Please call Gail Reardon at (562) 922-6422 or Edgar Galeas at (562) 922-6653 if you need to cancel during the three (3) days before an event.

Click on the following link to go to the Class Calendar:


Then click on the “My Enrollments” icon to start the cancellation process.

13. Click on the check box of the “Event” that you want to cancel.

14. After selecting the “Event” that you want to cancel, click on the “Cancel Selected Enrollments”

link.

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15. Click on the “OK” button to confirm cancellation.

16. Your registration has now been cancelled. Note the change in your “Event” status from “E” for

enrolled to “C” for cancelled.

17. Once you complete the registration cancellation process online, you will receive an email

notifying you of the cancellation.

Note: the “Event” Status now

indicates “C” for Cancelled

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Education Center • Education Center West • Education Center East Information: 562.922.6360

Kaiser Warehouse

Personnel Comm.

TO LONG BEACH FWY.[710]

TO SAN GABRIEL RIVER FWY.[605]

N

W E

SPage 26 of 26

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People Soft Training - El Camino College€¦ · August 10, 2016 TO: Business and ... Los Angeles County K-12 School and Community College Districts and Charter Schools FROM: Gemma