2018 PA User Group Session Descriptions

Transcription

1 20 PA User Group Descriptions Product Line Name Description Finance Budgeting on the Web There are several avenues you can take to enter your budget in Skyward as well as some recently added new features. Learn how you can use the Skyward Web program to accomplish this task so that budget figures can be easily viewed and reported. Finance Bank Reconciliation Trouble-shooting Skyward s Bank Reconciliation feature is a great time saver and helps with internal control of cash management. When the reconciliation does not reconcile, what do you do? In this session, we will discuss steps to help you complete your reconciliation. Finance Credit Card Setup-up and Process This session will be an overview of the process of using purchasing cards and the import process into Skyward. 2 Finance Expense Reimbursements and Check Requests Learn how to enter Expense Reimbursement Requests and Check Requests. Expense reimbursement provides online entry and approval for expense reporting that automatically feeds into accounts payable. AP Check Requests allow end users to submit items for direct payment without entering a purchase order. 9 Finance Finance Tips & Tricks Discover Finance options designed to make your job easier. Be sure to bring your tips and tricks to this session to share with others! Finance Finance Roundtable This session will be an open question and answer format on the Finance system. This is a good time for you to network with your fellow Skyward users and to get answers to the questions that have come up throughout the day or from your office. 6 Finance Finance Year End Rollover This session will demonstrate how to prepare for and process your Financial Management fiscal year end. Users will learn how to identify activity that has been entered but not yet posted in the software as well as how to close open purchase orders and/or how to move the encumbrance to the new fiscal year. Finance/HR How Finance and HR Modules Interact with each Other This session will be helpful to newer users to understand how the Skyward Business and Human Resource modules fit together, and how information flows from one module into another. 2

2 Product Line Name Description Finance Importing into Financial Management This session will overview various import options within the Account Management programs 6 Finance New Features Business (repeated) This session will be a demonstration of some of the newest options available in the Skyward Business Suite.,6 Finance Overview of ACH Vendor Payments and New Vendor Requests Make ACH payments to both Individual and Business type vendors. See how this option is setup and how the ACH payment is generated. Also learn about the New Vendor Request process that allows for an approval process of new vendors before they are created. Finance Tips & Tricks for Web Navigation Are you afraid to work on the web because you think it will slow you down? Are you that web user who would like to learn and share your web navigation tips and tricks with others? If the answer is yes, this session is for you. This session will go over tips and tricks in Web Navigation. 3 Finance/HR Using Salary Negotiations to Budget Salary and Benefit Expenses This session will demonstrate how to create and use data in Salary Negotiations to build budget figures for Salary and Benefit expenses. Learn what options there are to bring these budget figures from Salary Negotiations to your actual budget. General - Sales Response to Intervention (RTI) This session will focus on the RtI features and functionality available within the SMS 2.0 product. The session will review student watch lists, reporting, and the overall efficiency that RtI can offer school districts. General efunds Vendor presentation one session wed 2 Qmlativ Qmlativ This session will provide an overview of the new Qmlativ system and will focus on the System Design, User Experience, Navigation, Dashboards, Reporting, Scheduling, Gradebook and Health Records. 6 Qmlativ Qmlativ Business This session will provide an overview of the new Qmlativ Business system and will focus on 7

3 Product Line Name Description the System Design, User Experience, Navigation, Dashboards, Reporting options, and much more. Qmlativ Qmlativ Overview with Q&A This session provides an opportunity for additional review of Qmlativ features and information on migration to this new product as well as an opportunity for general Q&A. Qmlativ Qmlativ Business/AP overview This session will review aspects within the new finance system including Purchasing, Accounts Payable, Budgeting, Cash Receipts, Journal Entries, and Vendor maintenance. 9 Qmlativ Qmlativ HR/Payroll overview During this session, we will explore the Qmlativ solution including Payroll, Position Control, Sub Tracking, Time Off, Time Tracking, Online Forms, and more. Qmlativ Technical Introduction to Qmlativ In this session we will discuss the IT related aspects of Qmlativ. We will cover topics like the Qmlativ server roles, SQL Database, system requirements, hosting options, and much more. Human Resources Advanced HR Data Mining You've mastered HR Data Mining basics, like how to create basic simple reports, clone from reports, and preview information without having to print the entire report. Now let us show you how to get the most out of HR Data Mining beyond just creating those simple reports. Learn how to use a Processing List to assist you with reports in other report areas of the software, how to print address labels, how to import/export report layouts, use data mining to assist you with modules like Task Manager and Custom Forms. Do you have reports that were created in PaC and don't exist yet in Web? No worries; we will show you how to convert those PaC reports over to the Web. Ever drop a data mining report to Excel and it just doesn't look that great? No problem; we can show you how to get all that information on one line per person. Advanced Payroll Options Now that you're comfortable processing payrolls, learn additional ways to save time processing miscellaneous payroll tasks in Skyward. 3

4 Product Line Name Description Beginning HR Data Mining Tasked with creating a report with specific information, and can t seem to get only the information you need? Look no further than HR Data Mining. Learn HR Data Mining basics, like how to create basic simple reports, clone from reports that others have already created, preview information without having to print the entire report, and exporting those reports to Excel with all of the report information on one single line. You will not believe how easy these reports are to create. Custom Forms, Employee Letters & Online Forms Part of 2 This session will be the first of two sessions on how to obtain, retain, and update data on employees. Custom forms are used to create fields that are not currently within your Skyward software. These data fields can be made available for your employee's to view and/or update. These fields can also be pulled into Employee Letters that can be created from Employee Management or Salary Negotiations. Employee Letters can be used for Salary Verification, Contracts, or any other information you may want to share with your employees. 7 Custom Forms, Employee Letters & Online Forms Part 2 of 2 This session will be the second of two sessions on how to obtain, retain, and update data on your employees. In the previous session custom forms were created for data fields that there is a field within in Skyward software. This session will complete the training started in the first session on Employee Letters and will cover Online Forms that can be used to share this information with your employee's via Employee Access. Employee Management Export and Payroll Import Process and Troubleshooting Overview of the process to export changes made in Employee Management for Payroll review and import into Payroll with discussion on common exceptions and troubleshooting. 9 Employee Management Next Year Plan Preparation This session will discuss and demonstrate the common steps used to prepare your Employee Management data for upcoming year. Employee Management Utilities In order to properly update Positions/Assignments in Employee Management users can use various utilities. This session will demonstrate the numerous utilities available such as Calendar Days Mass Change, Mass Change Number of Positions, Position/Assignment Mass Change, Salary-Hourly Export/Import and Salary-Hourly. 3 Calendar Days Mass Change: Allows you to update calendar for events such as snow days. Mass Changing Position/Assignment Information: Show how to fix or update information

5 Product Line Name Description currently included in your Employee Management plan. Salary-Hourly Export/Import: Will allow you to export current assignment and then update salary/hourly amounts for those assignments. Human Resources/Finance How Finance and HR Modules Interact with each Other This session will be helpful to newer users to understand how the Skyward Business and Human Resource modules fit together, and how information flows from one module into another. 2 Insurance Tracking Monthly Process Steps What is an Estimate? Why are adjustments created, and how do I reconcile them? What do I need to do when an employee changes coverage during the month? These questions and more will be answered during this session on monthly insurance tracking processes. New Features Business This session will be a demonstration of some of the newest options available in the Skyward Business Suite.,6 Payroll Balancing This session covers balancing your payroll accounts after running payrolls. The items we will cover includes balancing your liabilities, verifying the invoices and payments made to your vendors, and verifying your expenditures. 6 Payroll Reports and Options In this session we will be covering Payroll reports and options that will be most often used as well as W2 audit. 2 Payroll Roundtable This roundtable session uses Payroll as a topic, providing an opportunity for you to interact with your peers, ask questions, and discuss issues with other users Payroll Tips & Tricks This session will help you identify options within the Payroll module that may speed-up or streamline your payroll processing steps. Task Manager: New Hire Process User participation is encouraged in this session as we set up a New Hire process in the software for the Skyward School District. Participants will assist the presenter in identifying the Skyward School District's New Hire steps, the users responsible for completion of each step, and data that is collected during the task. We will then take that information and create a New Hire Task Manager process in the software. 6

6 Product Line Name Description True Time, Time Off & Extra Duty This session will demonstrate how True Time can be set up to allow salaried employees, such as Teachers, to clock in and out for their main assignment as well as extra duties. Options on the Annualized Pay Tab Clock In/Out Options Tab Comp Time Tab Time Off Tab Pay Codes Tab Tracking Time of Different Jobs Using Salary Negotiations to Budget Salary and Benefit Expenses This session will demonstrate how to create and use data in Salary Negotiations to build budget figures for Salary and Benefit expenses. Learn what options there are to bring these budget figures from Salary Negotiations to your actual budget. Special Education Special Ed Data Cleanup and Suggested Reports This session will review suggestions and options for data clean up. Districts maintain and control historical data so this session will provide tools, tips and tricks to find and address bad data as well as data the district no longer wants to retain electronically. Special Education Special Ed in Family Access/EA+ Looking at SPED records from teachers and parents perspectives 9 Special Education Special Ed Roundtable A Roundtable session allows for session attendees to discuss software or procedural questions. participants are encouraged to bring topics they would like to discuss regarding Special Education. While Skyward representatives lead the session we welcome participation by those in attendance to share ideas for increasing efficiency in day to day tasks in the Special Education office. Special Education Special Education Tips & Tricks Tips & Tricks to make using the module easier and more efficient

7 Product Line Name Description Attendance Entry and Overview This session will review setting up calendars and codes, and how each impacts attendance entry and calculations for attendance reports. You will receive a general overview of attendance in Skyward and get a chance to ask general attendance questions with any remaining time. Attendance Tips & Tricks Attend this session to learn time saving tips & tricks so you can use your valuable time more efficiently! 7 Auto s & Setup Skyward has many s that will be sent automatically based on system data. This session will review the options and how to set them up. 9 Data Cleanup Data cleanup and maintenance can be overwhelming without the right tools. This session will discuss tools available to assist in cleaning up duplicate names and addresses, and also discuss how to avoid these occurrences in the future. Civil Rights Data Collection This session will cover how to run the Federal Civil Rights Data Collection. 2 CTC Roundtable A loose format gathering of CTC center representatives to discuss best practices, lessons learned, and possible enhancements to Skyward to further meet the needs of Career & Technical Centers. Custom Reports Cards Standard & Secondary The Beginning Stages of creating Custom Report Cards. Importing Prebuilt Layouts or Starting from Scratch. Data Mining Advanced Advanced Tools of Data Mining. Proc Lists, Labels, Mail Merge. 9 Data Mining for Beginners Beginning tips and tricks of creating Data Mining. Adding Fields and Setting Ranges 3 District Presentation: Excel and Data Reporting Scott Herring, Amy Campbell

8 Product Line Name Description District Presentation: Skyward & Clever Christy, Jason C, Jason M : District Presentation: Skyward & PIMS Michelle Lauffer District Presentation: Portfolio John Tedorski District Presentation: Using Tardy Kiosks & Positive Attendance Mifflin County School District 9 Educator Access Grading Procedures and Discrepancies Find out how to troubleshoot problems when discrepancies occur in grade reporting and Gradebook. Essential Data Fields for New Enrollment This session will review the steps for enrolling a new student and the PIMS fields to be updated including entering the misc. programs they may have (LEP/EL, Military Family, Assessment Participation), and how to handle dual enrollment students. (Dual Enrollment as the students who have college-type courses.) Expanding your classroom tools This session will demonstrate a variety of tools that will allow your teachers to better manage their classrooms and expand their teaching beyond the school. We will be reviewing the following components: Course Learning Center Curriculum Mapping Lesson Plans Online Assignments District Assessments Formative Assessment Item Bank (Test Bank) Future Scheduling Reports This session will demonstrate the various reports to use when resolving student conflicts

9 Product Line Name Description after your scheduling run has completed. Future Scheduling Using the Auto Scheduler This session will discuss how to use the Auto Scheduler with Imperative, Pseudo, and Actual runs to schedule your students more effectively. 3 Future Scheduling Conflict Resolution In this session we will discuss techniques for resolving conflicts that may occur during the Future Scheduling process. Grad Requirements and Career Plans Learn how to use the newest addition to the Graduation Requirements - Career Plans. See how s/parents/guardians and Counselors can set up a year plan keeping students on the correct path to graduation. Learn how Career Plans can also tie in with Future Scheduling and automatically add requests. New Features This session will cover an overview of the latest enhancements to the Management Suite.,7 New Online Enrollment This session will demonstrate the New Online Enrollment process. We will walk through the set up and processing functionality of this new module. We will also demonstrate how to create a portal through which parents can enroll their students without being in the system as a Family Access user. New Users to Skyward This session is for new Skyward users that districts may have employed after they had their initial installation training or for districts recently installed on Skyward. Items that will be covered are registering as a Skyward User and mailing lists, navigating the Skyward website, how to utilize SkyDoc, best practices for submitting service calls and general navigation of the system. Time will be allotted for open Q&A as well 2 PDE Presentation: Early Warning System Abigail Rose & Maithili Desai description from state? PIMS Updates and Tips This session will touch upon the new templates, fields and logic changes and provide Skyward recommendations on how to handle the changes.

10 Product Line Name Description Processing Lists for Beginners How to set up a processing list of students that can be used to run various reports. 7 Skycoder & Custom Forms Overview This session will provide an overview of the process to create a Custom Form. It will cover all the areas needed to create your own forms and use with Employee Access and how to import data into your Custom Form. The session will also provide an overview of the Skycoder process; how you can customize your Skyward web fields/screens. Skybuild SkyBuild, found under the Admin button, provides a way to import and export student data of various types, such as students and family information, grades, course requests, and transportation. These files can be created as.csv,.txt., and/or.dat to move smoothly into third party software or for your own Skyward use. The export process can create a file with student information, course/class information, staff information, grading information, transportation information, etc. The import process requires that you define a link from the data file to existing information, such as an ID number or, in some areas, you can do this based on student name, birthdate, and other unique information. Roundtable Opportunity for attendees to discuss any related topics with their peers Test Scores Importing and Exporting & Reports See how to use Skyward developed test score templates and modify Test Score screens within test scores 3 Top Reports for Admin & Office Staff Do you want to gather useful information quickly, but don't know where to begin? This session is for you! We will discuss ten reports in various areas of Skyward that can help you to get the information you need, fast. 7 Tracking Data Changes With multiple people entering mountains of data for students, it may be necessary to see who made what changes to the student record. This session will cover the means of accessing that information.