USPS Overview Training and Materials

Most Recent Overview Training: March 5, 2024 - March 7, 2024

9:00am - 10:30am daily

Resources	Link/Download	Description

Resources	Link/Download	Description
Agenda	USPS Overview Agenda	The attached document includes the agenda for the ITC Overview (train-the-trainer) 3-day session.
Presentation	USPS Overview Powerpoint	The attached powerpoint presentation includes the latest version of USPS. You may save this presentation and customize it for training purposes and demonstrations.
User Manual	USPS User Manual USPS Appendix	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.
Recorded Training	USPS Day 1 USPS Day 2 USPS Day 3	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.

The complete recording of each day is listed above. For ease of navigation, we have also divided each day’s recording into chapters below, allowing you to quickly access specific sections and review particular processes.

Day 1 - Preparing for Payroll

Topic/Link to Recording	Summary

Topic/Link to Recording

Summary

Pre - Beginning the Payroll

Areas to verify before beginning a payroll.

Account Syncing
Verifying the posting Period

Payroll Additions/Changes:

Process involved to process any additions, 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

Topic/Link to Recording	Summary
Start Payroll Processing	Starts a payroll and allows for Additions to be added
Exceptions after initializing payroll	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
SSDT Attendance Journal Entry	Detail report of Attendance/Absence for Payroll
Pay Report & Pay Amount Summary Report Pay Item Detail & Pay Item Summary Reports Budget Distribution & Pay Account Distribution Reports Leave Report	Pre-Posting Payroll Reports
Posting the Payroll	Posting Payroll
Post Payroll Options Un-post Payroll Process Payments Email Notices	Includes ability to unpost the payroll, process payments and email notices to employees

Day 3 - After the Payroll Process

Topic/Link to Recording	Summary

Topic/Link to Recording	Summary
Introduction	Follow up Information from Day 2
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.
ACH & HSA Processing	Process involved to create an ACH or HSA direct deposit file.
Processing Payables	Process involved to create payable reports and payments.
Processing Employee Benefits	Process to post employee benefits.