PeopleSoft Fluid 2019

PeopleSoft was upgraded on Saturday, October 5. The Fluid and User Experience Upgrade changed the look-and-feel of PeopleSoft, including a new way to navigate. All employees will see the new user interface introduced by Fluid, including employees who log in to view their paychecks and perform other self-service functions.

For HCM and Finance users, we also made improvements to the user experience by configuring WorkCenters to help streamline your work. It is very important to note that the change to Fluid will not impact the way you perform tasks; in other words, you will follow the same steps to add a new hire, enter a requisition, enter time on the Timesheet, create a voucher, and so on. For questions about the project, please email Sally Morton, Project Lead: sally.morton@sdcoe.net.

Fluid News

PeopleSoft Fluid News

ESS Guides

PeopleSoft ESS - Viewing Your Paycheck.pdf (13 pp.)

Use this document to quickly locate your paycheck, then read on for additional details.

PeopleSoft ESS - Accessing Absence Requests.pdf (5 pp.)

For SDCOE employees only. Use this document to understand how the screen has changed for navigating to Absence Requests.

PeopleSoft ESS - Employee Self-Service Guide with Fluid Portal (53 pp.) This is a comprehensive guide for ESS (Employee Self-Service) users. It has been updated to include new navigation using the Fluid Portal. Topics include how to log in, change your password, enroll in "Forgot My Password", edit personal information, view benefits, enter absences and view balances, approve absences (managers), and view paychecks.

ESS Video Tutorials

Viewing Your Paycheck v3.0 (7 min)

This video walks you through the PeopleSoft Employee Self-Service with Fluid to view your paycheck.

Portal Guides (for HCM/FIN)

10 Things To Try in PeopleSoft Portal.pdf (2 pp.)

For all HCM and FIN users. This is a quick and easy way to get oriented to the new Portal. Great Go Live activity!

Navigating PeopleSoft Fluid v1.0.pdf (20 pp.)

This guide has screenshots about the new way to navigate in PeopleSoft and contains details about the new WorkCenters.

How to Access Requisition page in New PeopleSoft Fluid Portal (9 pp.)

This job aid shows you how to access requisitions from the new PeopleSoft Portal (Home Page).

How to Access PAF page in New PeopleSoft Fluid Portal (9 p) This job aid shows you how to access PAFs from the new PeopleSoft Portal (Home Page).

Portal Video Tutorials (for HCM/FIN)

Third Thursday Demo: PeopleSoft Fluid User Experience and Improvements (41 min)

This video is from the Third Thursday Demo on September 19, 2019. It provides an overview of changes to the PeopleSoft Portal. You will find Quick Links, Notifications, My Queries and links to other websites all available on the Home page. Check out the 7 new WorkCenters that put your work all in one easy to find area. The Employee Self-Service Portal also has this new look.

How to Access Requisitions in New PeopleSoft Fluid Portal v1.0 (8 min)

This video is intended for users that enter Requisitions. It shows how to navigate to their Add/Update Requisition page under Purchasing or Requisition page under eProcurement in the new PeopleSoft Portal.

The San Diego County Office of Education created a communications toolkit to help districts and schools communicate with employees about upcoming changes to the interface for PeopleSoft. These files include information about the update, what it will mean for employees, and where employees can get more details. These are only templates and should be adjusted with information specific to your organization when appropriate. We hope these resources help you get the word out about this important update.

Toolkit Contents:

Talking Points

ESS Template Article

Fluid ESS All Staff Email Notification - San Dieguito Sample

Fluid ESS All Staff Email Notification - Santee Sample

Frequently Asked Questions

Fluid PowerPoint Presentation

Sample ESS Screen (from a computer)

NOTE: The above image shows more functionality in Quick Links on the left side than a typical user. Most employees will only see "Payroll and Compensation" and "My Profile" in the Quick Links.