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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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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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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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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