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-10:00am | Zoom | Inventory | Review of Transaction Menu in Inventory | ||
| 9:00am-11:00am | Zoom | USPS |
Review of the EMIS Checklist for |
Initial Staff and Course Collection |
. | ||
9:00am-10:00am | Zoom |
Inventory |
Review of |
Lesser Known options/procedures in Inventory (splits, error adjustments, etc) | ||||
| 9:00am-10:00am | Zoom | USAS |
Review of the requisition, PO, |
invoice, |
and disbursement process in USAS | |||
| 9:00am-10:00am | Zoom | USPS |
Review |
Types of Compensations and their Calculations. | |
| 9:00am-10: |
9:00am - 10:00am
Zoom
USAS
Report Generation Best Practices
*Date changed from 11/2/23.
30am | Zoom |
USAS
Account Filters
A deep dive into Account Filters, how to set them up, use in reports and other parts of the software.
USPS | Review of the Mid-Year Contract Change Process | |||
| 9:00am-10:00am | Zoom | USPS |
Review of STRS and SERS Payroll Item set up and Balancing Deductions each payroll |
Retirement Payroll Item Set Up and Balancing Slides
Documentation-Calculating Regular and Retirement Pickup
Check for Retirement Gross and Deductions.xlsx
9:00am-10:00am | Zoom | USPS |
Review of how to set up and modify |
template Screens | ||||||
| 9:00am-10:00am | Zoom | USAS | Review of canned reports and template reports under the Report Manager in USAS | ||
| 9:00am-12:00pm |
Zoom or in Person | USAS, USPS |
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 |
Review of completing transfers and advances in the USAS system | ||||||
| 9:00am-10:00am | Zoom | USAS | A deeper look into invoicing in the USAS system. | ||
| 9:00am-10:00am | Zoom | USAS |
Review of |
different disbursement options within the USAS system. | ||||||
| 9:00am-10:00am | Zoom | USPS | Basics of setting up a spreadsheet to load data into USPS. | ||
| 9:00am-10:00am | Zoom | USPS | Explanation of Initializing and Modifying Payroll | ||
| 9:00am-10:00am | Zoom | USPS | 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 | Review of USPS Archives and how to find data | ||
| 9:00-10:00am | Zoom | USAS | Deeper Dive into the Certification & Appropriation Resolutions Reports as well as Spending Plan/Reports | ||
| 9:00-10:00am | Zoom | USAS |
Review of |
the ODE Manual and how Cash, Appropriation, Expenditure, and Revenue accounts are set up the way they are in the system. | ||||||
| 9:00-10:00am | Zoom | USAS | Review of Accounts Receivable features | ||
| 9:00am-10:00am | Zoom | USPS | Review of Outstanding Payables and Refund Processing. |
9:00am-10: |
30am | Zoom | USAS | Review of the |
Recording
budgeting process in USAS from scenarios to proposed amounts to application. | |
| 9:00am- |
11:00am | Zoom |
USPS |
Review of the |
New Contract Program | |
9:00am- |
10:00am | Zoom |
USPS
Review of the New Contract Program
USAS | Review of USAS EMIS related topics such as MOE, Grants Balancing, Period H Balancing back to USAS | ||
| 9:00am-10: |
30am | Zoom | USPS | Review of EMIS Year End Data |
9:00am-12: |
00pm |
Zoom or in Person | USAS, USPS |
& Inventory |
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 | USPS | Review of the STRS Advance and what to look at now to avoid issues at fiscal year end. | |||
Zoom | USPS | Review of Employee Onboarding workflow |
| Note |
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Redesign 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 Redesign users normally the day before the meeting. |
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