Mar
15
9:00 AM09:00

Position Control

Advanced HR/Payroll Users

  • Understanding position control, including accounts
  • Verifying setup, including salary schedules, pay schedules, calendars
  • Reviewing positions, including ending/creating
  • Managing account changes
  • Rolling forward assignments
  • Reviewing year end and payroll reports
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Jun
14
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
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Jul
12
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
  • Discussing account roll forward/expire and general account management
  • Closing out the fiscal year
  • Reporting at year end
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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
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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
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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
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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
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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
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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
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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
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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.

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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.

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