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

Pre - Beginning the Payroll 

Areas to verify before beginning a payroll.

• Account Syncing

• Verifying the posting Period

Payroll Additions/Changes:

• Adding an Employee via Core

• Adding an Employee via Mass Load

• Adding an Employee via Dashboard

• Adding an Employee via Onboarding

• Reviewing employee data

• Attendance/Absences

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.

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

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.

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

Account Codes & Structure

• AOS Account Dimensions

• Account Example

• Accounts in USAS

Review of Account Code dimensions and where they can be found. How different account levels work together. Creating and editing Accounts.

Account Summary/Reports

• Account Totals

• Account-based 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.

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. 

• Receipt and Reduction of Expenditure Processing

Review of receipt 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

Accounts Receivable

Overview of the Accounts Receivable menu options and related reports

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

Core Menu

• Core Codes

• Configuration Option

• Fiscal Year Option

Process involved in creating and maintaining Core Codes, Configuration menu and Fiscal Years grid in Inventory. 

Transactions Menu

• Item Transactions

• Split Items

• Acquisition Transactions

• Disposition Transactions

• Transfer Transactions

• Pending Items

• Importing Spreadsheets

Process involved in creating new transactions as well as additional options involved in each transaction processing program.

GAAP Reports Overview

• Fixed Asset by Source

• Fixed Asset by Function/Class

• Schedule of Change in Fixed Assets

• Balancing GAAP reports containing original cost

• Schedule of Change in Depreciation

• Balancing GAAP reports with depreciation amounts

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

• Audit Report

• Book Value

• FYE Bundle/Reports

Overview of the non-GAAP reports including detailed explanation of the Audit and Book Value reports as well as the FYE Reports Bundle

Depreciation Calculations 

Fields involved in calculating and tracking depreciation

Depreciation Methods

• Straight-Line

• Declining Balance

Review of the depreciation methods available in the software.

Depreciation Options

• Depreciate via Item Grid

• Depreciation Transactions within Item

Review the options available to depreciate an item.  Includes the Items grid 'depreciate' option and creating a depreciation adjustment when editing an existing item. 

Non-Migrated District

Included are the steps for a district starting new in inventory