Posts in Training
Building Escape IQ at Madera CSOS

Lots of smiles and learning at Madera CSOS! I had the privilege of spending another two fun-filled days with Margie Wells, Escape Implementation Analyst, building Escape Online knowledge at Madera CSOS. On the first day, we dove right into Advanced Employee Management. We provided a review of all tabs previously covered and then expanded their knowledge by covering more advanced topics.

Madera CSOS staff learning about Escape Online in a recent training session. Margie Wells, Escape Implementation Analyst (standing,in pink shirt), watches.

Madera CSOS staff learning about Escape Online in a recent training session. Margie Wells, Escape Implementation Analyst (standing,in pink shirt), watches.

The attendees were thrilled to learn about the various methods to track, grant and rank seniority in the Seniority tab; the ability to store license, degree and training information in the Education tab (using Education Codes to track and manage AB1825 specifically); and how to mass add and store evaluation records in the Evaluations tab. Most of this information is currently tracked and maintained manually outside of their system. The next day, the team learned about how Leaves are set up and used in Escape Online, as well as options for granting and the flexibility this feature offers. There’s lots of work still to be done but the team is having fun and staying on course for their Go Live in January 2020!




Webinar Reminder: Not Too Late to Register For New User Tips & Tricks
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Are you registered for this week's webinar? We hope so!  You won’t want to miss Terri Hammond and Jesse Niewolak as they present the webinar this Thursday, August 8th at 9:00 AM. The good news is… There's still time to REGISTER NOW!

Who should attend? All Users!

Watch and listen as they walk through:

  • 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.




Solano COE "Escapes" to Roseville!

We were lucky enough to have a daylong training with Solano County Office of Education, at our headquarters here in Roseville.  Michelle Mallory, Business Information Systems Support Coordinator, and Shawndra Rentschler, Business Information Systems Support Specialist, made the drive up from Solano County to do a System Admin training.  Solano COE has been live on Escape Online for five years already!  Michelle has been there from the beginning and wanted to have a refresher on some higher level functionality, while Shawndra is relatively new to her role in support and wanted to get some personalized training.

Pictured left to right: Shawndra Rentschler, Business Information Systems Support Specialist with Solano COE; Lora Sutherland, Escape Support Analyst; Terri Hammond, Escape Training Manager; Cole Herrin, Escape Support Analyst; and Michelle Mallory, Business Information Systems Support Coordinator with Solano COE.

Pictured left to right: Shawndra Rentschler, Business Information Systems Support Specialist with Solano COE; Lora Sutherland, Escape Support Analyst; Terri Hammond, Escape Training Manager; Cole Herrin, Escape Support Analyst; and Michelle Mallory, Business Information Systems Support Coordinator with Solano COE.

During our training we went over lots of county, org and user setup records, as well as HR/Pay setup records. We then spent the afternoon delving into budgeting, focusing on salary and benefits.  Michelle said “Learning about the System Workflow and how HR/Payroll applies to Budget” was her biggest takeaway.  Shawndra was especially excited to learn about record archiving in Employee Management, she said “having worked in payroll, I know how those records add up over time.” There are system and org level settings that you can set to archive old records, for example, leaves that are over a certain number of months old. A major advantage of archiving is that Employee Management records load faster.  For more information about archiving, please see the Friday Feature Archiving Employee Information.

Escape Online software is constantly growing and changing; we discussed how you tend to get so focused on performing your tasks to get your job done and don’t always take the time to explore new functionality.  The release reviews and webinars are a great way to keep up on the latest enhancements and functionality.  To find the latest Release Review, click Online Resources on your activity tree and then select Release Information.

We always enjoy spending time with Michelle and Shawndra; our customers are one of the best parts of our jobs!




Follow-up - Year End Closing Webinar July 2019

Happy Closing!

What a great way to end a Fiscal Year. The Fiscal Year End Webinar was a HUGE hit with our customers! Out of the 271 registered users, 216 attended. That is AMAZING! Our customers are the BEST. Knowledge is POWER!

This webinar was a little over an hour, jammed packed with all the information and quick links to making the Year End Closing a breeze! I love providing users with great searches and reports and shortcuts to get the information you need quickly!


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I want to thank Audrey DiMichele, Finance Support Analyst, for answering all your Q&A questions! We had some great questions that I think EVERYONE will benefit from reading. The good news is that you can read them all and watch the video from Online Resources – Videos activity!  

Your next opportunity to get more POWER will be Thursday, August 8th starting at 9:00am when I host the New Users webinar! Register now before anyone else. This webinar is for ALL users that want to understand concepts and standards, including shortcuts, terminology, navigation, tips and tricks!  

See you there!