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FastTRACK Pro Series Seminars | eFinancePLUS

 

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 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.