Fiscal Services Training & Registration

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. 

DateTimeLocationApplicationTraining Topic/RegistrationDescriptionRecording & Supporting Documentation

 

9:00am - 11:00amZoomUSPSEMIS ChecklistA review of the EMIS Checklist for the Initial Staff and Course Collection

EMIS Checklist

Recording

 

9:00am - 10:00amZoomUSPSMappingReview of the Account Mapping in USPS to charge accounts in Leave Projection and Board distributions. 

 

9:00am - 10:00amZoomUSASThe Expenditure ProcessOverview starting from Requisition, PO, Invoices, Payables, and DisbursementsRecording

 

9:00am - 10:00amZoomUSPSMid-Year Contract Change

Review of the Mid-Year Contract Change Program


Recording

Mid Year Contract Change Calculations.xlsx

Mid-Year Contracts.pdf

 

9:00am - 10:00amZoomUSASAccount FiltersA deep dive into Account Filters, how to set them up, use in reports and other parts of the software.

 

9:00am - 10:00amZoomUSASReport Generation Best Practices
Recording

 

*Date changed from 11/2/23.

9:00am - 10:00amZoomUSPSRetirement Payroll Item Set up and BalancingReview 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

USPSSetting Up TemplatesSetting 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, USPS2023 Calendar Year End MeetingThe 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

USASTransfers and Advances

Recording

PowerPoint Slides

USAS Manual

 

9:00am - 10:00amZoomUSASProration UtilityReview of the Proration Utility and using the program to create a PO to post. 

Recording

Proration Utility Checklist

 

9:00am - 10:00amZoomUSPSODJFS BalancingReview 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 - 10:00amZoomUSAS, USPSReport BundlesReview of creating. updating and scheduling report bundles.

 

9:00am - 10:00amZoomUSPSOutstanding Payables & Refund ProcessingReview of Outstanding Payables and Refund Processing.

 

9:00am - 10:00amZoomUSASThe Budgeting Process

 

9:00am - 10:00amZoomUSASCertification ReportsReview of the Periodic/Certification Reports and updating reporting levels on those reports.

 

9:00am - 11:00amZoomUSPSNew ContractsReview of the New Contract Program

 

9:00am - 12:15pmNWOCA/Archbold or ZoomUSAS, USPS, Inventory2024 Fiscal Year End MeetingThe 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 - 10:00amZoomUSPSEMIS Year End ReviewReview of EMIS Year End Data

 

9:00am - 10:00amZoomUSPSSTRS Advance ReviewReview 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: