Fiscal Services Training & Registration
- Sara Glore
- Bethann Simon
- Former user (Deleted)
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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.Â
Date | Time | Location | Application | Training Topic/Registration | Description | Recording & Supporting Documentation |
|---|---|---|---|---|---|---|
Sep 26, 2024 | 9:00am-11:00am | Zoom | USPS | EMIS Checklist | Review of the EMIS Checklist for Initial Staff and Course Collection. | |
Oct 3, 2024 | 9:00am-10:00am | Zoom | Inventory | Inventory Lesser Knowns | Review of Lesser Known options/procedures in Inventory (splits, error adjustments, etc) | |
Oct 10, 2024 | 9:00am-10:00am | Zoom | USAS | The Expenditure Process | Review of the requisition, PO, invoice, and disbursement process in USAS | |
Oct 17, 2024 | 9:00am-10:00am | Zoom | USPS | Understanding Compensations | Review Types of Compensations and their Calculations. | |
Oct 24, 2024 | 9:00am-10:30am | Zoom | USPS | Mid-Year Contract Change | Review of the Mid-Year Contract Change Process | |
Oct 31, 2024 | 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 | |
Nov 7, 2024 | 9:00am-10:00am | Zoom | USPS | Setting Up Template Screens | Review of how to set up and modify template Screens | |
Nov 14, 2024 | 9:00am-10:00am | Zoom | USAS | Report Generation Best Practices | Review of canned reports and template reports under the Report Manager in USAS | |
Nov 22, 2024 | 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. | |
Dec 12, 2024 | 9:00am-10:00am | Zoom | USAS | Transfers & Advances | Review of completing transfers and advances in the USAS system | |
Jan 9, 2025 | 9:00am-10:00am | Zoom | USAS | A deeper look into invoicing in the USAS system. | Â | |
Jan 23, 2025 | 9:00am-10:00am | Zoom | USAS | Review of disbursement options within the USAS system. | Â | |
Feb 6, 2025 | 9:00am-10:00am | Zoom | USPS | Basics of setting up a spreadsheet to load data into USPS. | Â | |
Feb 13, 2025 | 9:00am-10:00am | Zoom | USPS | Explanation of Initializing and Modifying Payroll | Â | |
Feb 20, 2025 | 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. | Â | |
Feb 27, 2025 | 9:00am-9:30am | Zoom | USPS | Review of USPS Archives and how to find data | Â | |
Mar 6, 2025 | 9:00-10:00am | Zoom | USAS | Deeper Dive into the Certification & Appropriation Resolutions Reports as well as Spending Plan/Reports | Â | |
Mar 20, 2025 | 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. | Â | |
Mar 27, 2025 | 9:00-10:00am | Zoom | USAS | Review of Accounts Receivable features | Â | |
Apr 3, 2025 | 9:00am-10:00am | Zoom | USPS | Review of Outstanding Payables and Refund Processing. | Â | |
Apr 10, 2025 | 9:00am-10:30am | Zoom | USAS | Review of the budgeting process in USAS from scenarios to proposed amounts to application. | Â | |
Apr 24, 2025 | 9:00am-11:00am | Zoom | USPS | Review of the New Contract Program | Â | |
May 9, 2025 | 9:00am-10:00am | Zoom | USAS | Review of USAS EMIS related topics such as MOE, Grants Balancing, Period H Balancing back to USAS | Â | |
May 15, 2025 | 9:00am-10:30am | Zoom | USPS | Review of EMIS Year End Data | Â | |
May 22, 2025 | 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. | Â | |
Jun 5, 2025 | 9:00am-10:00am | Zoom | USPS | Review of the STRS Advance and what to look at now to avoid issues at fiscal year end. | Â | |
 |  | Zoom | USPS | Review of Employee Onboarding workflow |  |
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.
SSDT Release Note Pages
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