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.
Date | Time | Location | Application | Training Topic/Registration | Description | Recording & Supporting Documentation |
|---|---|---|---|---|---|---|
Sep 21, 2023 | 9:00am - 11:00am | Zoom | USPS | EMIS Checklist | A review of the EMIS Checklist for the Initial Staff and Course Collection | |
Sep 28, 2023 | 9:00am - 10:00am | Zoom | USPS | Mapping | Review of the Account Mapping in USPS to charge accounts in Leave Projection and Board distributions. | |
Oct 5, 2023 | 9:00am - 10:00am | Zoom | USAS | The Expenditure Process | Overview starting from Requisition, PO, Invoices, Payables, and Disbursements | |
Oct 19, 2023 | 9:00am - 10:00am | Zoom | USPS | Mid-Year Contract Change | Review of the Mid-Year Contract Change Program | |
Oct 26, 2023 | 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. | |
Nov 9, 2023 | 9:00am - 10:00am | Zoom | USAS | Report Generation Best Practices | ||
Nov 10, 2023 *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 | |
Nov 16, 2023 | 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. | |
Dec 8, 2023 | 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. | |
Jan 11, 2024 | 9:00am - 10:00am | Zoom | USAS | Transfers and Advances | ||
Feb 15, 2024 | 9:00am - 10:00am | Zoom | USAS | Proration Utility | Review of the Proration Utility and using the program to create a PO to post. | |
Feb 22, 2024 | 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. | |
Mar 7, 2024 | 9:00am - 10:00am | Zoom | USAS, USPS | Report Bundles | Review of creating. updating and scheduling report bundles. | |
Mar 28, 2024 | 9:00am - 10:00am | Zoom | USPS | Outstanding Payables & Refund Processing | Review of Outstanding Payables and Refund Processing. | |
Apr 11, 2024 | 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. |
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Apr 25, 2024 | 9:00am - 10:00am | Zoom | USAS | Certification Reports | Review of the Periodic/Certification Reports and updating reporting levels on those reports. | |
May 9, 2024 | 9:00am - 11:00am | Zoom | USPS | Review of the New Contract Program | ||
May 23, 2024 | 9:00am - 10:00am | Zoom | USPS | Review of EMIS Year End Data | ||
| 9:00am - 12:15pm | NWOCA/Archbold or Zoom | 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. | ||
Jun 6, 2024 | 9:00am - 10:00am | Zoom | USPS | 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.