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FastTRACK Pro Series Seminars | eFinancePLUS

eFinancePLUS – The Mechanics of the Budget Preparation Module for Texas Clients – A 3-Hour Seminar – 2/22/17

eFinancePLUS – Employee Access Center – The Mechanics of the Open Enrollment Process – A 3-Hour Seminar – 2/23/17

eFinancePLUS – Human Resources Leave Codes Reference Table Basics – A 3-Hour Seminar – 3/22/17

eFinancePLUS – Budget Control – Relationships of the Expenditure Budget and Expenditure Ledgers – A 2-Hour Seminar – 3/23/17

 

 

 

 

 

 

 

 

Title:  eFinancePLUS – The Mechanics of the Budget Preparation Module For Texas Clients – A 3-Hour Seminar

Description: The eFinancePLUS Budget Preparation module allows you to forecast potential expenditure and revenue budget scenarios for an upcoming fiscal year.  It interacts with Fund Accounting and Personnel Budgeting module data and includes the ability to import data from a client-created data source.  Each year, before using the core functions of the Budget Preparation module, Texas clients must execute additional maintenance tasks related to the budgeting process.  This 3 hour slow-paced seminar identifies all of the processes associated with budget preparation via step-by-step, detailed software demonstrations.  Participants will learn which processes are timing sensitive, when records are updated and how to reduce potential data problems.  The topics and the pace of the seminar are ideal for eFinancePLUS users who new to the processes as well as users who desire a deeper understanding of the module.  The State of Pennsylvania recognizes SunGard as a Continuing Education Unit Program Sponsor for Certified Public Accountants.  Registered seminar participants can apply to receive a certificate for 3 Continuing Education Units.

During the program you will learn:

·         How to Initiate the Budgeting Process

·         How to Work with the Crosswalk Tables

·         How to Generate Budget Data

·         How to Create Budget Iterations

·         How to Generate Standard Reports

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers and Database Administrators

 Session Duration: 3 Hour

Fees: 3 Hour Seminar – $262.50 for first person, $75 for each additional

Presenter: Christopher L. Miller

Dates and Times (Central Time Zone)              Series/Repeating:     Repeating

·         2/22/17 9 AM      2-22-2017 8:30 AM CST Texas Budget Prep Seminar Registration/Login Link

·         2/22/17 1 PM      2-22-2017 1 PM CST Texas Budget Prep Seminar Registration/Login Link

Registration WebEx meeting location:

Registration

Via WebEx: Click the desired Seminar Registration/Login link above to begin the registration process.  Click on the Register link to the right of the course title. Complete the Registration form and click on the Register button. You will receive a confirmation email with all of the information you need to join the seminar. Please note that if multiple participants from your school district will be participating from different computers, each user should register to receive their personalized connection information. Multiple participant discount pricing will still apply.  If you need an internal work order form to generate a P.O. please download work order here: Work Order.

 

Site-Based Options

Too many people to train? Lots of site-specific questions? Although our seminars offer a forum for you to interact with other SunGard K-12 customers, sometimes a site-based training is a better solution. This session is available to your school district as a site-based option. To make arrangements for a site-based training, please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com.

Questions regarding this seminar?  Please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com and she will coordinate with the seminar presenter.

 

 

 

Title:  Employee Access Center – The Mechanics of the Open Enrollment Process – A 3-Hour Seminar

Description: Employee Access Center has two unique processes that allow employees to select employer administered benefits and employee deductions.  The New Hire Enrollment Process allows a newly hired employee to select their deductions/benefits while the Annual Open Enrollment Process focuses on the annual task of current employees confirming and/or changing their existing deduction/benefits. This 3 hour seminar highlights the processes related to the Open Enrollment.  Via software demonstrations, participants will learn how to implement Open Enrollment, perform maintenance tasks and learn about the flow of Open Enrollment data between Employee Access Center and the eFinancePLUS Human Resources and Employee Benefits System modules.  The State of Pennsylvania recognizes SunGard as a Continuing Education Unit Program Sponsor for Certified Public Accountants.  Registered seminar participants can apply to receive a certificate for 3 Continuing Education Unit.

During the program you will learn:

·         About the Flow of Data Between Employee Access Center Open Enrollment and the eFinancePLUS Human Resources and Employee Benefits System modules

·         How to Implement and Test the Open Enrollment Processes

·         How Open Enrollment Impacts eFinancePLUS Employee Records

·         Problem Solving Techniques

·         Best Practices

Who Should Attend: Business Managers, Database Administrators, Payroll Administrators and Benefits Administrators

Session Duration: 3 Hour

Fees: 3 Hour Seminar – $262.50 for first person, $75 for each additional

Presenter: Christopher L. Miller

Dates and Times (Eastern Time Zone)              Series/Repeating:     Repeating

·         2/23/17 9 AM       2-23-2017 9 AM EAC Open Enrollment Seminar Registration/Login Link

·         2/23/17 1:30 PM   2-23-2017 1:30 PM EAC Open Enrollment Seminar Registration/Login Link

Registration WebEx meeting location:

Registration

Via WebEx: Click the desired Seminar Registration/Login link above to begin the registration process.  Click on the Register link to the right of the course title. Complete the Registration form and click on the Register button. You will receive a confirmation email with all of the information you need to join the seminar. Please note that if multiple participants from your school district will be participating from different computers, each user should register to receive their personalized connection information. Multiple participant discount pricing will still apply.  If you need an internal work order form to generate a P.O. please download work order here: Work Order.

 

Site-Based Options

Too many people to train? Lots of site-specific questions? Although our seminars offer a forum for you to interact with other SunGard K-12 customers, sometimes a site-based training is a better solution. This session is available to your school district as a site-based option. To make arrangements for a site-based training, please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com.

Questions regarding this seminar?  Please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com and she will coordinate with the seminar presenter.

 

 

Title:  eFinancePLUS Human Resources Leave Codes Reference Table Basics – A  3-Hour Seminar

Description: Almost all employers allow their employees to take time off from their jobs.  Employers also have a need to monitor and report this activity.  This 3 hour slow-paced seminar examines the eFinancePLUS Leave Codes Reference Table which is where a client establishes their leave rules.  Via step-by-step software demonstrations, participants will learn how the settings in this Reference Table affect Attendance and Payroll processing.  The topics are ideal for new eFinancePLUS users as well as users who desire a deeper understanding of this important Reference Table.  The State of Pennsylvania recognizes SunGard as a Continuing Education Unit Program Sponsor for Certified Public Accountants.  Registered seminar participants can apply to receive a certificate for 3 Continuing Education Units.

During the program you will learn:

·         How to Define the Five Standard Accrual Types

·         How to Create a Leave Codes Record Based Upon Current Business Rules

·         How Leave Codes Affect Attendance and Payroll Processing

·         How to Assign the Correct Leave Code Records to Employee Records

·         How to Generate Standard Reports

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers, Database Administrators, Payroll and Human Resources Staff

Session Duration: 3 Hour

Fees: 3 Hour Seminar – $262.50 for first person, $75 for each additional

Presenter: Christopher L. Miller

Dates and Times (Eastern Time Zone)              Series/Repeating:     Repeating

·         3/22/17 9 AM          3-22-2017 9 AM HRM Leave Codes Seminar Registration/Login Link

·         322/17 1:30 PM       3-22-2017 1:30 PM HRM Leave Codes Seminar Registration/Login Link

Registration WebEx meeting location:

Registration

Via WebEx: Click the desired Seminar Registration/Login link above to begin the registration process.  Click on the Register link to the right of the course title. Complete the Registration form and click on the Register button. You will receive a confirmation email with all of the information you need to join the seminar. Please note that if multiple participants from your school district will be participating from different computers, each user should register to receive their personalized connection information. Multiple participant discount pricing will still apply.  If you need an internal work order form to generate a P.O. please download work order here: Work Order.

 

Site-Based Options

Too many people to train? Lots of site-specific questions? Although our seminars offer a forum for you to interact with other SunGard K-12 customers, sometimes a site-based training is a better solution. This session is available to your school district as a site-based option. To make arrangements for a site-based training, please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com.

Questions regarding this seminar?  Please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com and she will coordinate with the seminar presenter.

 

 

Title:  eFinancePLUS – Budget Control – Relationships of the Expenditure Budget and Expenditure Ledgers – A 2-Hour Seminar

Description: Have you ever heard the terms “Budget Control”, “Parent/Child” or “Host/Sub” when it comes to budgeting and/or expense tracking?  These are terms sometimes used to describe the relationship between records in the Expenditure Budget (Parent-Host) and Expenditure (Child-Sub) ledgers in the eFinancePLUS Fund Accounting module.  The relationship between the records of these two ledgers can impact a user’s experience when performing data entry tasks, generating reports and budgeting.  This 2 hour seminar examines the relations between these two tables.  Participants will learn how relationships are created and how to recognize and reduce potential data problems. This seminar is appropriate for new and experienced eFinancePLUS users.  The State of Pennsylvania recognizes SunGard as a Continuing Education Unit Program Sponsor for Certified Public Accountants.  Registered seminar participants can apply to receive a certificate for 2 Continuing Education Unit.

During the program you will learn:

·         How to Determine if the Use of Budget Control is Appropriate

·         How to Determine if Budget Control is Currently Being Used

·         How to Establish Relationships Between the Expenditure Budget and Expenditure Ledger Tables

·         How Budget Control Impacts Day-to-Day eFinancePLUS Use

·         About Reports that Pull Data From the Expenditure Budget and Expenditure Ledgers

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers, Database Administrators and Business Office Staff

Session Duration: 2 Hour

Fees: 2 Hour Seminar – $175 for first person, $50 for each additional

Presenter: Christopher L. Miller

Dates and Times (Eastern Time Zone)              Series/Repeating:     Repeating

·         3/23/17 9:30 AM       3-23-2017 9:30 AM Budget Control Seminar Registration/Login Link

·         3/23/17 1:30 PM       3-23-2017 1:30 PM Budget Control Seminar Registration/Login Link

Registration WebEx meeting location:

Registration

Via WebEx: Click the desired Seminar Registration/Login link above to begin the registration process.  Click on the Register link to the right of the course title. Complete the Registration form and click on the Register button. You will receive a confirmation email with all of the information you need to join the seminar. Please note that if multiple participants from your school district will be participating from different computers, each user should register to receive their personalized connection information. Multiple participant discount pricing will still apply.  If you need an internal work order form to generate a P.O. please download work order here: Work Order.

 

Site-Based Options

Too many people to train? Lots of site-specific questions? Although our seminars offer a forum for you to interact with other SunGard K-12 customers, sometimes a site-based training is a better solution. This session is available to your school district as a site-based option. To make arrangements for a site-based training, please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com.

 

Questions regarding this seminar?  Please contact Alex Pino at (530) 879-2966 or at alex.pino@sungardps.com and she will coordinate with the seminar presenter.