Jul
13
9:00 am09:00

New User

All Users

  • Understanding concepts and standards, including shortcuts, terminology, navigation, tips and tricks
  • Searching, including favorites
  • Managing lists and saving data grids
  • Using data-entry efficiency tools, including quick starts, mnemonics and quick keys
  • Reviewing reports, including emailing, distribution, favorites
  • Setting up personalized notifications
Aug
10
9:00 am09:00

Accounts Receivable

AR Users

  • Recording and posting receipts
  • Creating and processing AR invoices
  • Scheduling and coping Invoices to streamline your process
  • Setting up receivables
  • Printing invoices and statements
  • Running basic reports
Nov
9
9:00 am09:00

1099 Reporting

Users Responsible for 1099 Reporting

  • Reviewing vendor address fields, defaults and 1099 processing fields 
  • Checking your setup 
  • Reviewing the tax year 
  • Generating the 1099 files 
Nov
16
9:00 am09:00

W2 Reporting

Users Responsible for W2 Reporting

  • Discussing the W2 loading process 
  • Checking your setup (contributions, deductions, add-ons and system setup) 
  • Loading and reviewing the tax year 
  • Generating the W2 files
Dec
7
9:00 am09:00

ACA Reporting

Users Responsible for ACA Reporting

  • Reviewing the ACA reporting process
  • Checking setup for ACA data collection 
  • Using the Employee ACA activity 
  • Discussing various reports and processes for tracking and reporting compliance 
  • Reviewing the latest regulations

Jun
22
9:00 am09:00

Year End Closing

Advanced AP and Fiscal Users

  • Understanding requisition year-end processing
  • Defining liabilities and receivables
  • Resolving Unposted Journals
  • Reviewing stores and fixed assets year-end physical inventory
  • Closing out the fiscal year
  • Reporting at year end
Jun
8
9:00 am09:00

Year End Purchasing

AP, Purchasing and Fiscal Users

  • Understanding the procedures and processes for closing the books for the fiscal year
  • Performing requisition year-end processing, including setup of liabilities and receivables
  • Searching for open records
  • Creating next year records
  • Resolving over-expensed requisitions
  • Processing records in a multi-year environment
  • Creating pre-payments
  • Closing out requisitions, payments, invoices and receipts
May
11
9:00 am09:00

Payroll Data Entry Tools and Tricks

All HR/Payroll Users

  • Entering and importing data into the Additional Pay activity
  • Adding deduction and contribution batches using the Additional Contrib/Deduct activity
  • Quick data entry in the Adjust Payroll activity
  • Efficient data entry in the Employee Management activity 
Apr
6
9:00 am09:00

HR Authorizations

All HR/Payroll Users

  • Getting started with HRAs
  • Setting up HRA Packages with HRA Items
  • Understanding how HRAs work with the Employee Portal 
  • Creating and approving HRAs
Mar
9
9:00 am09:00

Original Budget

All Budget Users

  • Loading salaries, vacancies and benefits
  • Defining assumptions and date-based budgeting
  • Viewing and editing line items in the Budget Entry activity
  • Reviewing budget reports
  • Submitting and posting the budget
Feb
9
9:00 am09:00

Year End Payroll

Advanced HR/Payroll Users

  • Updating salary schedules, calendars, pay cycles, and pay dates
  • Understanding the roll forward assignment process, including rolling back and rolling forward multiple times, and running reports to review the outcome.
  • Resolving excessive leave balances
  • Processing end-of-year payroll
  • Reviewing reports relating to closing the payroll fiscal year
Jan
12
9:00 am09:00

Employee Portal Review

All Users and Employees

  • Reviewing current and past position information
  • Reviewing benefits
  • Reviewing leaves transactions and balances
  • Reviewing payroll and W2s for multiple years
  • Setting up the Employee Portal
Dec
15
9:00 am09:00

ACA Reporting

Advanced HR/Payroll Users

  • Checking setup for ACA data collection
  • Using the Employee ACA activity
  • Discussing various reports and processes for tracking and reporting compliance
  • Reviewing the latest regulations
Nov
10
9:00 am09:00

W2 Reporting

Payroll and Tax Reporting Users

  • Discussing the W2 loading process
  • Checking your setup (contributions, deductions, addons and system setup)
  • Loading and reviewing the tax year
  • Generating the W2 files
Nov
3
9:00 am09:00

1099 Reporting

Advanced AP and Fiscal Users

  • Reviewing vendor address fields, defaults and 1099 processing fields
  • Checking your setup
  • Reviewing the tax year
  • Generating the 1099 files
Jul
14
9:00 am09:00

Stores Processing

This is a brand new webinar, designed for purchasing and food services users:

  • Viewing stores setup
  • Monitoring stores items
  • Replenishing stores
  • Receiving stores
  • Conducting stores inventory
  • Running stores reports
Jun
9
9:00 am09:00

Leave Processing

This webinar is designed for leave users, showing the tools available to process leaves:

  • Importing and manually adding leave transactions.
  • Automating sub pay
  • Posting of leave transactions
  • Posting to the Adjust Payroll activity
  • Reviewing reports and report templates
May
5
9:00 am09:00

Multi-year Processing for Everyday Users

This webinar helps the everyday user understand multi-year processing for their requisitions, payments, invoices and receipts:

  • Searching for open records
  • Creating next year records
  • Resolving over expensed requisitions
  • Processing records in a multi-year environment
  • Closing out requisitions, payments, invoices and receipts
Apr
21
9:00 am09:00

Annualize Benefits

This is a customer requested webinar based on the feedback we received from the 2015 User Conference:

  • Discovering the advantages of using annualization
  • Reviewing required setup
  • Showing examples of calculations and reports
  • Helping HR/Payroll users and Benefit Specialists get the most from automation
Feb
11
9:00 am09:00

Tips and Tricks

This webinar supercharges your efficiency and utilization with time-saving shortcuts, features and resources available to you:

  • Emailing, scheduling and distributing reports
  • Building lists with favorites
  • Creating custom reports with data grids
  • Jump-starting activities and records with quick starts
  • Showing tons and tons of Escape keys

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Dec
10
9:00 am09:00

ACA Reporting

This webinar walks the user through the ACA reporting process:

  • Checking setup for ACA data collection
  • Using the Employee ACA activity
  • Discussing various reports and processes for tracking and reporting compliance
  • Reviewing the latest regulations
Nov
12
2:00 pm14:00

1099 Processing

Studies the 1099 process, reviewing vendor address fields, defaults and 1099 processing fields. Covers checking your setup, reviewing the tax year and generating the 1099 files. Tailored for advanced AP and Fiscal users.

Nov
12
9:00 am09:00

W2 Processing

Studies the W2 loading process. Covers checking your setup (contributions, deductions, addons and system setup), loading and reviewing the tax year and generating the W2 files.

Aug
13
9:00 am09:00

Work Order

Covers how to process and manage work orders. This covers setup, assigning, printing and closing work orders. Basic searches are taught.

Jul
23
9:00 am09:00

ACA Shorts, Activity

Prerequisite ACA Shorts (Setup). Steps you through the new Employee ACA activity, where you can review hours and setup for individual employees. Based on the familiar Employee W2 activity, guides you through overriding employee setup, closing months and preparing for ACA Reporting using the ACA Reporting (Pay60) and other reports.

Jun
25
9:00 am09:00

AB1522 Shorts, Setup/Tracking/Granting

Steps you through the setup for complying with the new Healthy Families Act (AB1522). Also discusses how to track time worked using new fields in Additional Pay and Adjust Payroll. Finally, shows how to grant or adjust sick leave through new features in Leave Transactions.

Jun
11
12:00 pm12:00

2015 Account Management Webinar Training

Thu, Jun 11, 2015 12:00 PM - 2:30 PM EDT

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.