SCOE IT - Frontline ERP Team
Danielle Boettner, Angie Duplicki, Tracy Lehmann, Marisol Vigil - Business Systems Support
"The only way to do great work is to love what you do. If you haven’t found it yet, keep looking. Don’t settle. As with all matters of the heart, you’ll know when you find it."
-Steve Jobs
January 2024
SCOE IT/Business Calendar of Events
- 2023 Final 1099 Verification Reports Due to SCOE - January 5, 2024
- 2023 Final W2 Reports Due to SCOE - January 8, 2024
- 2023 ACA Due to SCOE - January 31, 2024
General Ledger Mid-Year Cleanup Working Session with SCOE Fiscal Advisor
- January 25th, 9am - 11am (in person only)
If you would like to attend please let your Fiscal Advisor know.
Frontline/Escape Learning Opportunities
Register for Frontline Gather: ERP for California User Conference Now!
March 12–13, 2024 | Santa Clara, California
Frontline Gather will include multiple attendance options and a rich selection of informative sessions. This event is designed to reignite the collaboration between HR/Payroll and Finance functions, empowering your district to realize its vision of delivering exceptional education.
To improve your experience, we have created dedicated Beginner and Advanced tracks for HR, Payroll, and Finance. Furthermore, we will be offering a diverse range of session formats, including Thought Leadership, Round Table Discussions, Direct Instruction, and Hands-On Workshops. (Yes, there will be wifi!)
To encourage collaboration, we will have a Frontline Collaboration Center where you can meet 1:1 with Frontline staff or your peers.
Take a break from the day-to-day grind and join us for a chance to collaborate and learn from Frontline ERP experts, other California districts, and County Offices of Education (COEs)!
Check out the agenda and REGISTER NOW
Registration closes on Friday, February 23, 2024.
Helpful Reports in Escape
HR/Payroll
Pay60 - ACA Measurement Period (for Districts with more than 50 FTE employees)
This report helps employers ensure that they are meeting the requirements for the shared responsibility for employer’s portion of the Affordable Care Act. The report provides detail on employees and substitutes who have worked over a specified period of time (measurement period). If the employee meets the requirements for being considered full-time during the measurement period, the employee must be treated as a full-time employee for benefits purposes for a subsequent "stability period."This report considers employee setup, pay detail, and overrides entered via the Employee ACA activity.
Finance
Fiscal02
Get ready to work with your Fiscal Advisors. Research your Prior Year Payables and Receivables, they should have been cleared by now. Run the Fiscal02 to find any outstanding. Refer to the Year-End Closing Manual.
Go to Finance – Reports – Fiscal – Fiscal02
- Fiscal Year: 2024 {2023/2024}
- Unposted JE?: Yes – Include unposted JE
- Assets and Liabilities: Yes – Include – change Object filtering
- Object: 9210,9510 (use comma no space)
- Click Go to generate the report
Print Copy of Employee W2
Go to HR/Payroll - Processing - Tax Reporting - Employee W2
If the district needs to print a copy of an individual employee’s W2, you can open their record from the Employee W2 activity and select the Print Employee Copy Form task. The message printed (indicating it is a reprint and not an original or a change) is defined in the Organization record.
Employee Portal
Print Copy of Employee W2
A copy of the W2 Form can be downloaded and printed by the employee via the Employee Portal.
Please ensure your employees and HR/Payroll staff are using the correct link shown below:
https://portal.scoe.org/#/login
- Click My Payroll
- Payroll History Tab
- Click Download or View W2
