Session is free of charge if district has a Level 1 contract or higher.

Preparing for Fiscal Year End for Finance
In this session, we will discuss the process for preparing data for the fiscal year end, to include verifying payroll and A/P check processes as well as reviewing all purchase order/encumbrances have been recorded and reconciled.

• Closing out the year
  • Payroll
  • Purchasing
  • Accounts Payable
• Finance Data Mining Reports

Session is free of charge if district has a Level 1 contract or higher.

Preparing for Fiscal Year End for Finance
In this session, we will discuss the process for preparing data for the fiscal year end, to include verifying payroll and A/P check processes as well as reviewing all purchase order/encumbrances have been recorded and reconciled.

• Closing out the year
  • Payroll
  • Purchasing
  • Accounts Payable
• Finance Data Mining Reports

Session is free of charge if district has a Level 1 contract or higher.

Employee Management - New Year Plan Rollover

In this session, we will demonstrate how to roll assignments into the new year, import into payroll and add time off allocations. We will also determine where security groups are used and how to set them up.

• Rolling Over Assignments, Years of Service and Additional Demographics

• Payroll Initialization

• Update TRS Tracker

• Time Off Allocations

Session is free of charge if district has a Level 1 contract or higher.

Employee Management - New Year Plan Rollover

In this session, we will demonstrate how to roll assignments into the new year, import into payroll and add time off allocations. We will also determine where security groups are used and how to set them up.

• Rolling Over Assignments, Years of Service and Additional Demographics

• Payroll Initialization

• Update TRS Tracker

• Time Off Allocations