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DRAFT |
Listed below are scheduled trainings/webinars the NWOCA Fiscal Services Department is conducting for our members currently on State Software. Please click on the Training Topic to access the registration for that session.
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Users must register for the session in order to receive webinar connection information and CEUs. Please make sure you enter your email address correctly on the registration form. |
Date | Time | Location | Application | Training Topic/Registration | Description | Recording & Supporting Documentation | ||
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| 9:00am-11:00am | Zoom | USPS | EMIS Checklist | Review of the EMIS Checklist for Initial Staff and Course Collection. | EMIS Level 1 Error Explanation | ||
9:00am-10:00am | Zoom | Inventory | Inventory Lesser Knowns | Review of Lesser Known options/procedures in Inventory (splits, error adjustments, etc) | ||||
| 9:00am-10:00am | Zoom | USAS | The Expenditure Process | Review of the requisition, PO, invoice, and disbursement process in USAS | |||
| 9:00am-10:00am | Zoom | USPS | Understanding Compensations | Review Types of Compensations and their Calculations. | |||
| 9:00am-10:30am | Zoom | USPS | Mid-Year Contract Change | Review of the Mid-Year Contract Change Process | |||
| 9:00am-10:00am | Zoom | USPS | Retirement Payroll Item Set Up and Balancing | Review of STRS and SERS Payroll Item set up and Balancing Deductions each payroll | |||
| 9:00am-10:00am | Zoom | USPS | Setting Up Template Screens | Review of how to set up and modify template Screens | |||
| 9:00am-10:00am | Zoom | USAS | Report Generation Best Practices | Review of canned reports and template reports under the Report Manager in USAS | |||
| 9:00am-12:00pm | Zoom or in Person | USAS, USPS | 2024 Calendar Year End Meeting | The calendar year end meeting will cover the USAS and USPS calendar year end processing steps including 1099 and W2 creation. | |||
| 9:00am-10:00am | Zoom | USAS | Transfers & Advances | Review of completing transfers and advances in the USAS system | |||
| 9:00am-10:00am | Zoom | USAS | Deeper Dive into AP invoicing | A deeper look into invoicing in the USAS system. | |||
| 9:00am-10:00am | Zoom | USAS | Deeper Dive into Disbursements | Review of disbursement options within the USAS system. | |||
| 9:00am-10:00am | Zoom | USPS | USPS Loading Basics | Basics of setting up a spreadsheet to load data into USPS. | |||
| 9:00am-10:00am | Zoom | USPS | Initializing & Modifying Payroll | Explanation of Initializing and Modifying Payroll | |||
| 9:00am-10:00am | Zoom | USPS | ODJFS Balancing | Review of how to balance the ODJFS Report at the end of the Quarter for wages and how weeks are calculated. | |||
| 9:00am-9:30am | Zoom | USPS | USPS Archives | Review of USPS Archives and how to find data | |||
| 9:00-10:00am | Zoom | USAS | Certification Reports/Spending Plan | Deeper Dive into the Certification & Appropriation Resolutions Reports as well as Spending Plan/Reports | |||
| 9:00-10:00am | Zoom | USAS | Account Code Basics | Review of the ODE Manual and how Cash, Appropriation, Expenditure, and Revenue accounts are set up the way they are in the system. | |||
| 9:00am-10:00am | Zoom | USPS | Outstanding Payables & Refund Processing. | Review of Outstanding Payables and Refund Processing. | |||
| 9:00am-10:30am | Zoom | USAS | The Budgeting Process | Review of the budgeting process in USAS from scenarios to proposed amounts to application. | |||
| 9:00am-11:00am | ZoomUSAS | Accounts Receivable Overview | Review of the Accounts Receivable Module | ||||
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| USPS/ESS | Employee W2 Digital Delivery | Review the setup in both USPS and ESS in order for an employee to opt-in for digital delivery of their W2 |
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| USPS | Employee Onboarding | Overview of the Employee Onboarding Module |
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9:00AM | USxS | Creating Custom Reports | Deeper Dive into the reporting features in USAS and USPS |
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| USPS | USPS Calendar Year End Review | Review of the CYE Checklist for USPS (only). |
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9:00AM | USAS | USAS Calendar Year End Review | Review of the CYE Checklists for USAS (only) |
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9:00AM | USxS | USxS Grids | Deeper Dive into the grids (features and functionality) |
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| USPS | Final Pay Scenarios |
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9:00AM | USAS | USAS Budgeting | Review of the entire Budgeting Process in USAS. Diving into Scenarios and budgeting spreadsheets and proposed amounts along with the mass load adjustments feature. |
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| USPS | New Contracts | Review of the New Contract Program | New Contract Checklist
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| 9:00am-10:00am | Zoom | USAS | USAS FYE EMIS Related information | Review of USAS EMIS related topics such as MOE, Grants Balancing, Period H Balancing back to USAS | |||
| 9:00am-10:30am | Zoom | USPS | EMIS
| USPS | USPS Fiscal Year End Review | Review of | EMIS Year End Data|
| 9:00am-12:00pm | Zoom | USAS, USPS & Inventory | 2025 Fiscal Year End Meeting | The fiscal year-end meeting is designed to review USAS, Inventory, USPS fiscal year-end processing procedures, learn about updates on recent software enhancements, and receive useful processing tips. | |||
| 9:00am-10:00am | Zoom | the FYE Checklist for USPS |
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| USPS | STRS Advance Review | Review of the STRS Advance and what to look at now to avoid issues at fiscal year end. | STRS Advance Slides
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9:00AM | USAS | USAS Fiscal Year End Review | Review of the FYE Checklists for USAS |
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| Inventory | Inventory Fiscal Year End Review | Review of the FYE Checklists for Inventory |
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State Software Touch base meetings are held on the second Wednesday of every month (unless otherwise noted) at 8:30am via webinar. An agenda and connection information is emailed to State Software users normally the day before the meeting. SSDT Release Note Pages |
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