Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 316 Next »

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.

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

 

9:00am - 11:00am

Zoom

USPS

EMIS Checklist

A review of the EMIS Checklist for the Initial Staff and Course Collection

EMIS Checklist

Recording

 

9:00am - 10:00am

Zoom

USPS

Mapping

Review of the Account Mapping in USPS to charge accounts in Leave Projection and Board distributions. 

Recording

Employer distribution account.doc

Employer Distributions.pdf

Employer Retirement Share.pdf

Account Mapping.pdf

 

9:00am - 10:00am

Zoom

USAS

The Expenditure Process

Overview starting from Requisition, PO, Invoices, Payables, and Disbursements

Recording

 

9:00am - 10:00am

Zoom

USPS

Mid-Year Contract Change

Review of the Mid-Year Contract Change Program


Recording

Mid Year Contract Change Calculations.xlsx

Mid-Year Contracts.pdf

 

9:00am - 10:00am

Zoom

USAS

Account Filters

A deep dive into Account Filters, how to set them up, use in reports and other parts of the software.

Recording

Account Filters.pdf

 

9:00am - 10:00am

Zoom

USAS

Report Generation Best Practices


Recording

 

*Date changed from 11/2/23.

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

Recording

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

Setting Up Templates

Setting up Templates will cover how to set up and modify templates for Employee screen, Position screen, and Payroll Items.

Recording

 

9:00am - 12:00pm

NWOCA/Archbold or Zoom

USAS, USPS

2023 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. 

Recording

 

9:00am - 10:00am

Zoom

USAS

Transfers and Advances


Recording

PowerPoint Slides

USAS Manual

 

9:00am - 10:00am

Zoom

USAS

Proration Utility

Review of the Proration Utility and using the program to create a PO to post. 

Recording

Proration Utility Checklist

 

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.

Recording

ODJFS Checklist

 

9:00am - 10:00am

Zoom

USAS, USPS

Report Bundles

Review of creating. updating and scheduling report bundles.

Recording

Creating USAS Report Bundles

Cron Expression Generator

 

9:00am - 10:00am

Zoom

USPS

Outstanding Payables & Refund Processing

Review of Outstanding Payables and Refund Processing.

Recording

Refund Checklist

 

9:00am - 10:00am

Zoom

USAS

The Budgeting Process

Review of the entire Budgeting Process in USAS. Diving into Scenarios and budgeting spreadsheets and proposed amounts along with the mass load adjustments feature.


Recording

 

9:00am - 10:00am

Zoom

USAS

Certification Reports

Review of the Periodic/Certification Reports and updating reporting levels on those reports.


 

9:00am - 11:00am

Zoom

USPS

New Contracts

Review of the New Contract Program


 

9:00am - 10:00am

Zoom

USPS

EMIS Year End Review

Review of EMIS Year End Data



9:00am - 12:15pm

NWOCA/Archbold or Zoom

USAS, USPS, Inventory

2024 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

USPS

STRS Advance Review

Review of the STRS Advance and what to look at now to avoid issues at fiscal year end.


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.

Previous fiscal year trainings and videos:


  • No labels