Software for the Business of Education 490+ Orgs, including 24 COEs & 10 CCDs
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.
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.
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.
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.
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 report definitions, file locations and management. Troubleshooting procedures and regular maintenance tasks are also discussed.
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.
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.
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.
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.
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.
Reviews the basics of credential holders, from creating and editing to searching for records and running reports. Pay hold management is also discussed.