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.

Payroll Updates/Changes:

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
Start Payroll Processing Delete Payroll and Delete Payroll & Exceptions	Starts a payroll and allows for Additions to be added
Payroll Payments - Current	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 Current Pay Report	Detail report of Attendance/Absence for Payroll Report shows ALL Current entries Current Pay Report .rpd-json
Balance Payroll	View Pre-Posting Payroll Reports
Post Payroll	Post Payroll Reports
Process Payments Email Notices	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.	USAS Overview Agenda.docx
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 1 USAS Day 2 USAS 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 - 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 Converting a Req to a PO Purchase Order processing, reports and related options	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
Receipt Processing Custom PDF forms Reduction of Expenditure Processing	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.	Inventory Agenda
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.	Inventory Day 1 Inventory Day 2 Inventory 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 - 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

GAAP Reports Overview

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.

Non-GAAP Reports Overview

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

Depreciation Methods

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.

SSDT Meetings and Trainings

ITC Overview Training and Materials

USPS

USAS

Inventory