SCOE IT - Escape Team

Danielle Boettner, Angie Duplicki, Tracy Lehmann, Kimberly Lingle - Business Systems Support Analysts

SCOE IT/Business Calendar of Events

SCOE IT Escape - Open Lab
April 7, 2023 - 9:00am-11:00pm

SCOE IT is bringing back Open Lab!! We are offering an opportunity for districts to come to SCOE and work on current projects in the Madrone Computer Lab. Space is limited to 15 seats. Click here to Register

Escape - HR/Payroll Annual Review
April 13, 2023 - 9:00am-12:00pm Hybrid - Redwood C and Zoom   Click here to Register

---

Frontline/Escape Learning Opportunities

Just-In-Time Webinar - Online 6 Overview
April 20, 2023 9:00 - 10:00 am * Free Click here to Register

Want or need to know more about the Online 6 tool? We want to show you a few of the available features and how Online 6 can help you complete your day-to-day tasks. We will also discuss some tips on how you can roll out the software.

---

CASBO Learning Opportunities

If a Sonoma County school district employee attends an eligible workshop their district will be reimbursed for the cost of registration. This month we highlight CASBO Payroll Essentials. This wonderful opportunity has previously sold out, but due to high demand new sessions are now open! Districts will pay for the registration upfront and then be reimbursed after proof of attendance has been provided to SCOE. One person per district (unless approved by Greg Medici or Sarah Lampenfeld).

CASBO Payroll Essentials - 2 New Sessions offered!

May 16,17,& 18 2023 Virtual (Registration closes May 2, 2023 or when it sells out)
OR
June 13,14 & 15 2023 Virtual (Registration closes May 30, 2023 or when it sells out)

The CASBO Payroll Essentials Program is an intensive, two-and-a-half-day training designed for current and aspiring school business professionals working in the discipline of payroll who want to get first-rate payroll skills.

Become proficient in understanding payroll-related computation from gross to net; review federal, state and local statutes and rules and regulations; understand the education code, labor law and tax administration, and retirement systems requirements. To receive a certificate of completion, the open-book skills assessment requires a 70% minimum passing score.

To be a successful program participant, registrants should know how to:

• Create & format worksheets/workbooks
• Insert data in & be able to format cells/ranges
• Order & group cells/ranges
• Create & modify/filter & sort a table
• Use cell ranges & references in formulas/functions
• Summarize data with functions
• Use conditional logic in functions
• Format & modify text with functions
• Create & format a chart
• Insert & format an object

Login to Register

---

Escape Position Control Reports

Escape offers many reports for position review. Look at position accounts with assignments and current vacancies. Start reviewing now to get a jump start on the 2023/2024 fiscal year.

Go to HR/Payroll - Reports

Pos08 – Assignment Roll Forward Problem Preview

The Pos08 - Assignment Roll Forward Problem Review report is designed to run BEFORE Assignments are rolled forward to the next fiscal year. It provides a list of Assignments that may not roll forward and why.

 

---

Escape ReqPay12 - Board Report of Checks

Need to provide the Board with a list of checks? The report lists typical information that a Board of Education will request. Schedule the ReqPay02 - Requisition Listing Report as a Favorite to run monthly.

Go to Finance - Reports - Req/Payment

Enter Search Criteria

Starting Check Print Date: BCM
Ending Check Print Date: ECM
Requisition Status: Use drop down menu

Create Favorite
Click Favorites

1. Manage
2. Add
3. Favorite Id
4. Schedule
5. Report Format
6. Attach Report to Email Notification
7. Apply Change
8. Save

 

Example Report Output: