In addition to our scheduled webinars, Escape provides a full range of custom classes. All custom classes are available via webinar or at your office or ours, and are charged at the rate specified in your contract. These classes focus on your training needs, with an emphasis on how your users' procedures work with Escape Online 5.
Webinars can be held at any time, with any number of users. Classes at Escape Headquarters have a limit on the number of attendees. Of course, classes held at your office are limited to the capabilities of your facility.
Check out the extensive list of classes, find one that matches your needs, and then work with our System Trainer to develop a custom class just for you. To start the process, please contact Escape Customer Training.
Provides a "big picture" of Escape for managers and supervisors who do not use Escape on a daily basis, but need to have a solid understanding of its capabilities. It includes an overview of procedures, such as requisition processing, budgeting and county/state reporting. On the HR side, topics covered include how employees and positions interrelate, as well as how setup drives payroll and budget.
Reviews emailing reports, distributing reports, building lists, favorites, data grids, quick starts and tons and tons of Escape keys. Designed for users that are in Escape Online every day.
Introduces basic Escape concepts and standards, including shortcuts, terminology, navigation, tips and tricks. Also, includes how to search, manage lists and use data-entry efficiency tools. Includes Tips and Tricks.
Covers basic document management (e.g., requisitions, budget transfers, etc.), submitting for approvals, viewing account balances and transactions and running reports in Escape are covered. Designed specifically for users assigned to the Admin role.
Introduces Escape concepts and standards, including shortcuts, terminology, navigation, tips and tricks. Also, includes how to search, manage lists and use data-entry efficiency tools are also covered. Includes Tips and Tricks. Reviews emailing reports, distributing reports, building lists, favorites, data grids, quick starts and tons and tons of Escape keys. Designed specifically for news users that will be in Escape Online every day.
AP and AR Users
Covers creating, editing and approving payments. Vendor record management is discussed in detail: vendor address fields, defaults and 1099 processing fields. This also explores researching payments, as well as creating reports and vendor labels.
Includes recording and posting receipts, as well as creating and processing AR invoices. This also includes setting up receivables, printing invoices and statements and running basic reports.
Studies the 1099 process, reviewing vendor address fields, defaults and 1099 processing fields. It covers checking your setup, reviewing the tax year and generating the 1099 files. Tailored for advanced AP and Fiscal users.
Discuses position control budgeting, which is how Escape Online budgets for salary accounts. Also, demonstrates loading salaries, vacancies and benefits. It also covers assumptions and data based budgeting. Finally, it covers the viewing and editing of line items from the Budget Entry activity.
Discusses 3- and 5-year budgets and how to calculate model projections. Includes discussion about bargaining units, other accounts, benefits, salary increases/decreases, reports, and entering data at the budget account level.
Teaches how to create, submit and search for journal entries and budget transfers. Creating, saving and editing accounts is also discussed, including setting up accounts, defining account components, and creating account descriptions. Cash management, SACS reporting and report processing is also included. During the class, we help users establish procedures for balancing Escape to the county books.
Details the preparation and procedures required for closing the books for the fiscal year. Step-by-step information on requisition year-end processing, including setup of liabilities and receivables, journal entry year-end processing setup, how to close out the fiscal year and year-end reporting. An overview of purchasing, warehouse and fixed assets year-end physical inventory is presented. Also includes an overview of account roll forward, expire, and general account management.
Demonstrates the creating, saving and editing of accounts, including setting up accounts, defining account components, and creating account descriptions. Reviews expiring accounts and deleting accounts. Discusses account reports, report links, cash management, SACS reporting and report processing. Focuses on helping users establish procedures for balancing Escape Online accounts to the county books.
Fixed Asset Users
Provides how-to instruction for building lists using search criteria, running reports, and disposing of assets. Discussion of the calculation for depreciating assets is also included.
Studies the physical inventory process, reviewing fixed asset fields, defaults and importing/exporting asset updates. It covers checking your setup, physical inventory and importing updated files. Using a barcoder is also discussed.
Purchasing and Warehouse Users
Reviews basic purchasing functions, including requisition life cycle and printing and re-printing of POs. Also covered is creating basic change and cancel notices, as well as how to close out requisitions. Basic vendor management is also discussed.
Delves into advanced purchasing features and functions, such as processing and setup of change/cancel notices and preparing board reports. Advanced requisition search and vendor record management are taught. The department record is closely reviewed.
Provides basic processing of warehouse requisitions and POs, change and cancel notices. Stores reporting is also covered. Special requisition and stock item processing relating to Food Service department is also discussed.
Covers how to process warehouse requisitions and POs. This covers receiving POs and issuing warehouse requisitions. Basic requisition and stores items searches are taught. Overview of physical count procedures, adjustments, re-order processing and running reports is also presented.
Covers how to process and manage work orders. This covers setup, assigning, printing and closing work orders. Basic searches are taught.
Reviews the basics of HR. Employee, position and assignments and their interrelationships are discussed. The instructor will show users how to create, edit, search for and report upon employees.
Includes maintenance of seniority and education/professional growth records. Step-by-step instruction of how to create, search and report is presented.
Reviews benefits setup, management and reporting from start to finish. It includes how to set up dependent records. It provides a review of benefits searching and reporting, COBRA and benefits reconciliation.
Reviews the setup of benefits, deductions, assignments and addons for ACA data collection. Discusses the various reports and processes for tracking and reporting compliance with the Affordable Care Act according to the latest regulations.
Reviews pay adjustments, pay computes, retirement processes, and error corrections. Step-by-step instruction of how to process regular payroll, post retirement adjustments, and review reports with various group and sort options.
Discusses how employee payroll and assignment setup affect salary computation, as well as how various flags affect computes. Payroll setup and leave management are also discussed.
Details how to import and manually add leave transactions. It also discusses sub pay and posting of leave transactions.
Covers reviewing salary schedules, calendars, pay cycles, and pay dates. Describes the roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome. Also covers excessive leave balances, end of year payroll processing, and reports relating to closing the payroll fiscal year.
Studies the W2 loading process. It covers checking your setup (contributions, deductions, addons and system setup), loading and reviewing the tax year and generating the W2 files.
Reviews the fields of the Person record and how it works with the retirement setup in the Employee record. It provides a review of importing, searching, editing and reporting. PERS and STRS reporting, including STRS address changes, and alternative retirement will also be covered.
Reviews the basics of credential holders, from creating and editing to searching for records and running reports. Pay hold management is also discussed.
Reviews report definitions, file locations and management. Troubleshooting procedures and regular maintenance tasks are also discussed.
Discusses support techniques. It reviews finance and HR setup and processes.
Covers creating journal entries across organizations, reviewing and approving district journal entries, deposits and payrolls. COE cash management is also discussed. District financial reports and financial documents are reviewed. Designed for COE staff that support district business services.
Reviews the User record. Includes extensive discussion of roles for modules, activities and tasks. Covers user-based permissions for activities and forms with a detailed discussion of default user access to tabs. Also includes an overview of the department, location, and academic department permission. Provides examples of account permissions and their typical usage. Reviews the available user reports and fields for determining user access and login.
Reviews the setup of workflow for a variety of document types, including vendor requisitions, payments, journal entries and HRAs. Discusses the connection between workflow setup and user record setup, including permissions to activities, locations and accounts. Shows how to activate workflow for the different document types. Provides a guideline for the setup, testing and implementation of workflows.
Introduces HR authorization workflow setup for approvals and notifications. Covers how to setup workflow users, definitions and rules. It provides an overview of the necessary steps for implementing HRA workflows and briefly describes the relationship between employees and positions and the inner workings of HRA forms.
Reviews client installation, client requirements, Escape maintenance checklist, Escape database structure, troubleshooting tips and some Escape utilities. Check processing procedures are also discussed.
Reviews the Escape Online architecture, software installation and upgrades, maintenance and troubleshooting, and database best practices.
Checklist for training held at your office
There are a number of things that an organization can do to ensure that training at their location will be successful. To help organize this process, this checklist is arranged in a timeline, starting with the day that training is scheduled. There are also items to be done one week prior to the training, the day before training, and on training day. If you have any questions, from scheduling to preparation, please contact Terri Hammond, 1-800-288-8076 ext 126 or Email: firstname.lastname@example.org
When Training Is Scheduled
Items to complete at the time training is scheduled:
- Reserve the room.
Also reserve any special equipment that will be used (i.e. projector).
- Notify all attendees.
Notify participants of date and time, and specify any special materials they should have with them for training.
- Coordinate with trainer.
Send agenda, directions to training facility, and participant list to the trainer. The participant list should include the user's job title and experience level with Escape. If this training is hands on, make sure there are never more than two participants per workstation.
Two Weeks Prior to Training
Any time during the weeks prior to training:
- Finalize training materials.
- Produce handouts.
One Week Prior to Training
Any time during the week prior to training:
- Copy production database to the test system.
This ensures that the training will occur with recent information.
- Verify Escape User IDs.
Each participant should have a User ID, with the correct role, in the training database.
- Send agenda to attendees.
- Confirm training with trainer.
The Day Before Training
Test your training room:
- Each workstation attaches to the network.
Also, the workstation should show an ID for participants to use, if they won't be using their normal network ID.
- Workstations are ready to run Escape.
Each workstation can successfully sign into the software!
- Workstations can print.
Test to ensure that the workstations can access printer.
- Trainer workstation is ready.
Test that it has been connected to the projector, and tested in Escape software.
One hour before training, check your training room:
- Sign-in sheet and handouts are in the Training Room.
- IT Contact.
The IT contact should be available at start of day in case there are any questions or problems.
- Escape Contact.
The Escape contact should participate in all training sessions, to clarify the procedures where questions arise.