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FastTRACK Pro Series Seminars | eFinancePLUS

eFinancePLUS – All Software Versions – Employee W2 Processing – A In-Depth 3-Hour Seminar– 11/15/16, 12/7/16

eFinancePLUS – Employee W2 Processing – 1 Hour Highlights Seminar – 11/15/16, 12/7/16, 12/15/16

eFinancePLUS – All Software Versions – Vendor 1099 Processing – An In-Depth 3-Hour Seminar – 11/17/16, 12/6/16

eFinancePLUS – All Software Versions –Vendor 1099 Processing – A 1-Hour Highlights Seminar – 11/17/16, 12/6/16, 12/15/16

eFinancePLUS – All Software Versions – The Mechanics of the Affordable Care Act Employee 1095-C/1094-C Process – A 3-Hour Seminar – 12/8/16, 12/13/16

eFinancePLUS – All Software Versions – The Mechanics of the ACA Hours Tracking Software – A 2-Hour Seminar – 12/14/16

eFinancePLUS – All Software Versions – The Mechanics of the Fixed Assets Module – A 2-Hour Seminar – 1/25/17

eFinancePLUS – The Mechanics of the Warehouse Module – A 3-Hour Seminar – 1/26/17

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 – All Software Versions – Employee W2 Processing – A In-Depth 3-Hour Seminar

Description: This 3 hour slow-paced seminar identifies all of the factors and processes related to employee W2 document processing via step-by-step, detailed software demonstrations.  Participants will learn which processes are timing sensitive, when records are updated, when software updates for Tax Year 2016 will be available and what they can do prior to the end of the calendar year to reduce potential data problems.  The topics and the pace of the seminar are ideal for eFinancePLUS users who will be processing Employee W2’s for the first time as well as users who desire a deeper understanding of the Employee W2 process as it relates to reference table setup and payroll processing.  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:

·         Database Setup

·         Business Rules

·         How to confirm W2 Setup for Tax Year 2016

·         The Step-By-Step Flow of Employee W2 Data

·         How to Correct Employee W2 Data

·         How to Generate W2 Documents For Employees

·         How to Report Employee W2 Data to the Federal Government

·         Configure Employee Access Center to Display W-2 Data

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers, Database Administrators and Payroll 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

·         11/15/16 9 AM       11-15-2016 9 AM W2 In-Depth Seminar Registration/Login Link

·         12/7/16 1 PM         12-7-2016 1 PM W2 In-Depth 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 – Employee W2 Processing – 1 Hour Highlights Seminar

Description: This 1 hour fast-paced seminar highlights the factors and processes related to employee W2 document processing via software demonstrations.  Participants will learn when software updates for Tax Year 2016 will be available, view a demonstration of W2 document processing and learn what they can do prior to the end of the calendar year to identify and reduce potential data problems.  This seminar is appropriate for experienced users who want a quick review of these once-a-year procedures.  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 1 Continuing Education Unit.

During the program you will learn:

·         How to confirm W2 Setup for Tax Year 2016

·         About the Flow of Employee W2 Data

·         How to Correct Employee W2 Data

·         How to Generate W2 Documents For Employees

·         How to Report Employee W2 Data to the Federal Government

·         Configure Employee Access Center to Display W-2 Data

·         Problem Solving

·         Best Practices

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

Session Duration: 1 Hour

Fees: 1 Hour Seminar – $87.50 for first person, $25 for each additional person

Presenter: Christopher L. Miller

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

·         11/15/16 2 PM     11-15-2016 2 PM W2 Highlights Seminar Registration/Login Link

·         12/7/16 10 AM     12-7-2016 10 AM W2 Highlights Seminar Registration/Login Link

·         12/15/16 10 AM   12-15-2016 10 AM W2 Highlights 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 – All Software Versions – Vendor 1099 Processing – An In-Depth 3-Hour Seminar

Description: This 3 hour slow-paced seminar identifies all of the factors and processes related to Vendor 1099 document processing via step-by-step, detailed software demonstrations.  Participants will learn which processes are timing sensitive, when vendor records are updated, when software updates for Tax Year 2016 will be available and what they can do prior to the end of the calendar year to reduce the number of potential data problems.  The topics and the pace of the seminar are ideal for eFinancePLUS users who will be processing Vendor 1099’s for the first time as well as users who desire a deeper understanding of the Vendor 1099 process as it relates to reference table setup and accounts payable processing.  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:

·         Database Setup

·         Business Rules

·         How to confirm 1099 Setup for Tax Year 2016

·         The Step-By-Step Flow of Vendor 1099 Data

·         How to Correct Vendor 1099 Data

·         How to Generate 1099 Documents For Vendors

·         How to Report Vendor 1099 Data to the Federal Government

·         Problem Solving

·         Best Practices

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

·         11/17/16 9 AM     11-17-2016 9 AM 1099 In-Depth Seminar Registration/Login Link

·         12/6/16 1 PM       12-6-2016 1 PM 1099 In-Depth 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 – All Software Versions – Vendor 1099 Processing – A 1-Hour Highlights Seminar

Description: This 1 hour fast-paced seminar highlights the factors and processes related to producing Vendor 1099 documents.  Participants will learn when software updates for tax year 2016 will be available, view a demonstration of 1099 document processing and learn how to recognize and reduce potential data problems. This seminar is appropriate for experienced users who want a quick review of these once-a-year procedures.  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 1 Continuing Education Unit.

During the program you will learn:

·         How to confirm 1099 Setup for Tax Year 2016

·         About the Flow of Vendor 1099 Data

·         How to Correct Vendor 1099 Data

·         How to Generate 1099 Documents For Vendors

·         How to Report Vendor 1099 Data to the Federal Government

·         Problem Solving

·         Best Practices

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

Session Duration: 1 Hour

Fees: 1 Hour Seminar – $87.50 for first person, $25 for each additional person

Presenter: Christopher L. Miller

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

·         11/17/16 2 PM       11-17-2016 2 PM 1099 Highlights Seminar Registration/Login Link

·         12/6/16 10 AM       12-6-2016 10 AM 1099 Highlights Seminar Registration/Login Link

·         12/15/16 2 PM       12-15-2016 2 PM 1099 Highlights 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 – All Software Versions – The Mechanics of the Affordable Care Act Employee 1095-C/1094-C Process – A 3-Hour Seminar

Description: This 3-hour Internet seminar will review the core processes and mechanics that are associated with processing Affordable Care Act Employee 1095-C documents in eFinancePLUS from start to finish for Tax Year 2016.  Attendees will gain an understanding of how various processes executed in the Human Resources module affect employee 1095-C data, learn trouble-shooting techniques and have an opportunity to interact with other eFinancePLUS users.  This is a repeat of the September 2016 seminar.  The State of Pennsylvania recognizes SunGard K-12 as a Continuing Education Unit Program Sponsor for Certified Public Accountants. Registered seminar participants may apply to receive a certificate for 3 Continuing Education Units.

During the program you will learn:

·         About Reference Tables Associated with the Employee 1095-C Document

·         How to Create, Maintain and Print Employee 1095-C Records for Tax Year 2016

·         How to Submit Employee 1095-C Records to the IRS for Tax Year 2016

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers, Business Office Staff, HR and Payroll 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 (Eastern Time Zone)              Series/Repeating:     Repeating

·         12/8/16 9 AM       12-8-2016 9AM 1095-C Seminar Registration/Login Link

·         12/8/16 1 PM       12-8-2016 1 PM 1095-C Seminar Registration/Login Link

·         12/13/16 9 AM     12-13-2016 9 AM 1095-C Seminar Registration/Login Link

·         12/13/16 1 PM          12-13-2016 1 PM 1095-C 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 – All Software Versions – The Mechanics of the ACA Hours Tracking Software – A 2-Hour Seminar

Description: In July of 2014, SunGard K-12 released software for all versions of eFinancePLUS to assist employers analyze employee working hour data as applied to the Affordable Care Act.  The software stores employee working hour records obtained from employee check history stored in eFinancePLUS or an outside data source related to the Affordable Care Act and generates reports that can be used to assist clients in determining if they are compliant with the Act’s current requirements.  This 2 hour seminar will examine the core features of the ACA Hours Tracking software, include software demonstrations and offer best practices suggestions.  The State of Pennsylvania recognizes SunGard K-12 as a Continuing Education Unit Program Sponsor for Certified Public Accountants. Registered seminar participants may apply to receive a certificate for 2 Continuing Education Units.

During the program you will learn:

·         How to Set Up Reference Tables and Develop Business Rules

·         What to Expect When Learning How to Use the Software

·         Step-by-Step Data Flow

·         How to Generate Analysis Reports

·         Problem Solving

·         Best Practices Recommendations

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

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

·         12/14/16 9:30 AM     12-14-2016 9:30 AM ACA Hours Tracking Seminar Registration/Login Link

·         12/14/16 1:30 PM     12-14-2016 1:30 PM ACA Hours Tracking 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 – All Software Versions –The Mechanics of the Fixed Assets Module – A 2-Hour Seminar

Description: The eFinancePLUS Fixed Assets Module is designed to assist you in managing your fixed asset activity. The system enables you to process a full range of asset transactions. It interacts with Fund Accounting Accounts Payable transactions and Purchase Orders to identify potential fixed asset records and can post depreciation charges to General and Expenditure Ledger records.  This 2-hour Internet seminar offers an in-depth look at the core functions that are available in the module.  This seminar is appropriate for clients with new staff and experienced users who want to get a better understanding of the module’s capabilities.  Attendees will learn about the life cycle of a fixed asset, how various processes executed in the Fund Accounting and Purchasing modules interact with the Fixed Assets module, learn trouble-shooting techniques and have an opportunity to interact with other 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 Units.

During the program you will learn:

·         The Life Cycle of a Fixed Asset Record

·         The Concept, Design and Goals of the Fixed Assets Module

·         The Fixed Assets Database Tables

·         Database Security

·         Fixed Asset Data Processing

·         How to Generate and Interpret Base-Line Reports

·         Interaction with the Fund Accounting and Purchasing Modules

·         Problem Solving

·         Best Practices

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

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

·         1/25/17 9:30 AM       1-25-2017 9:30 AM Fixed Assets Seminar Registration/Login Link

·         1/25/17 1:30 PM       1-25-2017 1:30 PM Fixed Assets 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 – The Mechanics of the Warehouse Module – A 3 Hour Seminar

Description: The eFinancePLUS Warehouse Inventory System is software designed to assist you in managing your warehouse activities. The module enables you to process a full range of inventory transactions, from receiving stock through fulfilling requests while at the same time incorporating user-defined controls that maintain proper inventory levels and monitor warehouse costs. This 3-hour seminar explores the core processes associated with the module.  Attendees will gain an understanding of the various Warehouse processes and how they interact with other eFinancePLUS modules, learn trouble-shooting techniques and have an opportunity to interact with other eFinancePLUS users.  The State of Pennsylvania recognizes SunGard K-12 as a Continuing Education Unit Program Sponsor for Certified Public Accountants. Registered seminar participants may apply to receive a certificate for 3 Continuing Education Units.

During the program you will learn:

·         The Life Cycle of a Warehouse Request in eFinancePLUS

·         The Concept, Design and Goal of the Warehouse Module

·         The Warehouse Module Database Tables

·         Database Security

·         The Warehouse Data Processing Functions

·         How to Generate and Interpret Base-Line Reports

·         Interaction Between the Fund Accounting and Purchasing Modules

·         Problem Solving

·         Best Practices

Who Should Attend: Business Managers, Business Office Staff 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 (Eastern Time Zone)              Series/Repeating:     Repeating

·         1/26/17 9 AM  1-26-2017 9 AM Warehouse Module Seminar Registration/Login Link

·         1/26/17 1 PM  1-26-2017 1 PM Warehouse Module Seminar Registration/Login Link

 

Registration WebEx meeting location:

Registration

Via WebEx: 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 – 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.