USPS
March 5, 2024 - March 7, 2024
9:00am - 10:30am daily
Resources | Description | Link/Download |
---|---|---|
Agenda | The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session. | USPS Overview Agenda |
Presentation | The attached powerpoint presentation includes the latest version of USPS. You may save this presentation and customize it for training purposes and demonstrations. | USPS Overview Powerpoint |
User Manual | The user manual provides the most up-to-date documentation on USPS. An appendix is provided at the end of the manual containing various USPS-related checklists and useful procedures. | USPS User Manual USPS Appendix |
Recorded Training | SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each session please see below. | USPS Day 1 USPS Day 2 USPS Day 3 |
Each day's recording is broken down into chapters that are listed in the first column below, allowing you to quickly navigate to a specific section of the video to review a particular process.
Day 1 - Preparing for Payroll
Topic/Link to Recording | Summary |
---|---|
Pre - Beginning the Payroll | Areas to verify before beginning a payroll. |
Process involved to process any changes and/or exceptions before beginning a payroll. | |
Pre-balancing/Checking | Ways to balance the payroll before beginning a payroll. |
Day 2 - Payroll Process
Topic/Link to Recording | Summary |
---|---|
Starts a payroll and allows for Additions to be added | |
Displays all records included in the current payroll. Enter in Exceptions after Payroll has been Initialized. | |
Attendance/Absence Import | Allows data obtained from third party software to be imported into USPS-R |
Detail report of Attendance/Absence for Payroll Report shows ALL Current entries | |
Balance Payroll | View Pre-Posting Payroll Reports |
Post Payroll | Post Payroll Reports |
Creates Payroll Checks and Direct Deposit Notices Schedule DD Email Notices |
Day 3 - After the Payroll Process
Topic/Link to Recording | Summary |
---|---|
Retirement Reporting | Review of retirement and new hire reporting to STRS and SERS. |
ODJFS New Hire Reporting | Review of new hire reporting to ODJFS. |
AFFORD | Review of AFFORD program. |
Processing Employer Paid Benefits | Review of the process involved to process employer paid benefits. |
Direct Deposit Processing | Process involved to create a ACH direct deposit file. |
HSA Processing | Process involved to create a HSA direct deposit file. |
Processing Payables | Process involved to create payable reports and payments. |
Processing Employee Benefits | Process to post employee benefits. |
USAS
March 12, 2024 - March 14, 2024
9:00am daily
Resources | Description | Link/Download |
---|---|---|
Agenda | The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session. | |
Presentation | The attached powerpoint presentation includes the latest version of USAS. You may save this presentation and customize it for training purposes and demonstrations. | USAS Overview Powerpoint |
User Manual | The user manual provides the most up-to-date documentation on USAS. An appendix is provided at the end of the manual containing various USAS-related checklists and useful procedures. | USAS User Manual USAS Appendix |
Recorded Training | SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each session please see below. | USAS Day 1USAS Day 2 |
Each day's recording is broken down into chapters that are listed in the first column below, allowing you to quickly navigate to a specific section of the video to review a particular process
Day 1 - Managing Accounts
Topic/Link to Recording | Summary |
---|---|
Account Codes & Structure | Review of Account Code dimensions and where they can be found. How different account levels work together. Creating and editing Accounts. |
Account Summary/Reports | Review of what each total amount on the account view represents. Examples of Cash Summary, Appropriation Summary, Budget Summary, Revenue Summary reports. |
Account Maintenance | Process of making modifications to account totals via Budget Adjustments, Transfers/Advances, and Distribution/Error Corrections. |
Day 2 - Expenditure Process
Topic/Link to Recording | Summary |
---|---|
Expenditure Process | Brief explanation of the steps involved |
Requisition processing, reports and related options | Review of the functions and options in USAS regarding the request to order goods and/or services with a Requisition. |
Purchase Orders | Review of creating and maintaining purchase orders and their functions in USAS. A PO has the official signature authorizing that the goods/services have the funds encumbered for payment to be made later to the vendor. |
AP Invoice processing, reports and related options | Review entering and processing Invoices that are used to prepare payment on a purchase order. |
Payables | Review of the Payable grid for invoices that have been created but not yet disbursed with a check. |
Disbursement processing, reports and related options | Review of creating disbursements, assigning check numbers and generating the disbursement print file. |
Day 3 - Receipt Process
Topic/Link to Recording | Summary |
---|---|
What is a Receipt and Reduction of Expenditure | Brief explanation of receipts and reduction of expenditures |
Review of receipt grid functions including the functions for Creating, Printing, Editing, Deleting, Viewing, Cloning, Reversing receipts & Reductions of Expenditures in USAS. | |
Import Spreadsheets | Review of importing Receipts and Reductions of Expenditures via spreadsheet. |
Reports | Review receipt and reduction of expenditure related reports |
Refunds | Review of the Refund and Refund with Checks processes |
Inventory
April 9, 2024 - April 11, 2024
9:00am - 10:30am daily
Resources | Description | Link/Download |
---|---|---|
Agenda | The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session. | |
Presentation | The attached powerpoint presentation includes the latest version of Inventory. You may save this presentation and customize it for training purposes and demonstrations. | Inventory Overview Powerpoint |
User Manual | The user manual provides the most up-to-date documentation on Inventory. An appendix is provided at the end of the manual containing various Inventory-related checklists and useful procedures. | Inventory User Manual Inventory Appendix |
Recorded Training | SSDT Overview Training is provided in three (approx. 1.5 hour) sessions. The full video for each day can be accessed here. For links to specific topics in each session please see below. |
Each day's recording is broken down into chapters that are listed in the first column below, allowing you to quickly navigate to a specific section of the video to review a particular process
Day 1 - Transaction Processing
Topic/Link to Recording | Summary |
---|---|
Core Menu | Process involved in creating and maintaining Core Codes, Configuration menu and Fiscal Years grid in Inventory. |
Transactions Menu | Process involved in creating new transactions as well as additional options involved in each transaction processing program. |
Day 2 - Reports
Topic/Link to Recording | Summary |
---|---|
Review of the Inventory fields involved in GAAP reports, an explanation of the content in each report and well as how to balance GAAP reports to each other and some non-GAAP reports. | |
Overview of the non-GAAP reports including detailed explanation of the Audit and Book Value reports as well as the FYE Reports Bundle |
Day 3 - Depreciation
Topic/Link to Recording | Summary |
---|---|
Depreciation Calculations | Fields involved in calculating and tracking depreciation |
Review of the depreciation methods available in the software. | |
Depreciation Options | Review the options available to depreciate an item. Includes the Items grid 'depreciate' option and creating a depreciation adjustment when editing an existing item. |